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Essential Utilities Inc SEC Filings

WTRG NYSE

Essential Utilities, Inc. filings document the reporting obligations of a regulated utility holding company with water, wastewater and natural gas distribution operations. The company’s Form 8-K disclosures cover operating and financial results, material events, capital-structure matters and material agreements, including debt financing activity tied to senior notes and related indenture terms.

Proxy and annual meeting filings describe shareholder voting matters, director elections, advisory votes and governance practices. Other regulatory disclosures address segment-level utility results, stock-based compensation, dividend reinvestment and direct stock purchase plan activity, risk and covenant information, and the public-company controls associated with Essential Utilities’ Aqua and Peoples operating brands.

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Essential Utilities, Inc. files a Form S-3 shelf registration to register 700,000 shares of common stock for its Dividend Reinvestment and Direct Stock Purchase Plan. The prospectus describes plan mechanics, a 5.0% dividend-reinvestment discount (current), optional cash investment limits, and that proceeds from newly issued shares will be used for general corporate purposes. The prospectus also discloses a previously executed Merger Agreement with American Water Works Company, Inc., under which Essential shareholders would receive 0.305 shares of American Water common stock per Essential share and the parties currently estimate closing by the end of the first quarter of 2027, subject to customary closing conditions and regulatory approvals.

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Essential Utilities furnished American Water Works’ latest unaudited financial statements to support their pending merger and to incorporate this information into Essential’s shelf registration statement on Form S-3. The merger would make Essential a wholly owned subsidiary of American Water after customary regulatory approvals and other conditions are met.

American Water reported first-quarter 2026 operating revenues of $1,207 million and net income attributable to common shareholders of $196 million, or $1.00 per diluted share. Net cash provided by operating activities was $305 million, and total assets were $35,264 million with long-term debt of $12,769 million. American Water’s finance subsidiary issued $700 million of 5.200% senior notes due 2036 and received full repayment of a $795 million seller promissory note from a prior Homeowner Services Group divestiture. The company also highlighted ongoing general rate cases, infrastructure surcharge mechanisms and large long-term service contracts, and recorded $5 million of merger-related costs tied to the Essential combination, which is currently targeted to close by the end of the first quarter of 2027.

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Essential Utilities, Inc. reported first‑quarter 2026 operating revenues of $861.8 million, up from $783.6 million a year earlier, driven by higher regulated water and natural gas revenue and rate increases. Net income declined to $224.4 million from $283.8 million, with diluted EPS falling to $0.79 from $1.03 as operating expenses, purchased gas, depreciation and interest costs rose and prior‑year tax benefits did not repeat.

The company continued to invest heavily, spending $269.2 million on capital projects and completing a Pennsylvania water system acquisition for $18.0 million, while pursuing additional pending water and wastewater deals totaling about $286.0 million, including the planned $276.5 million DELCORA purchase. Essential also issued $500.0 million of 5.125% senior notes due 2036, maintained $314.5 million of commercial paper outstanding, and modestly raised equity via its at‑the‑market program.

Essential is progressing on its stock‑for‑stock merger with American Water, under which each Essential share is expected to convert into 0.305 American Water shares, subject to remaining regulatory approvals. Management currently estimates closing by the end of the first quarter of 2027 and recorded $16.3 million of pre‑merger expenses in the quarter.

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Essential Utilities reported first-quarter 2026 results and reaffirmed its financial and growth guidance while highlighting progress on its planned merger with American Water. Operating revenues rose to $861.8 million, up 10% from a year earlier, driven mainly by regulatory recoveries and higher purchased gas costs. GAAP net income was $224.4 million, or $0.79 per share, versus $283.8 million, or $1.03 per share, in 2025, which benefited from several non-recurring items. Non-GAAP EPS, excluding $16.3 million of merger-related expenses, was $0.83. The company invested $269 million in infrastructure in the quarter and remains on track to invest $1.7 billion in 2026. It also issued $500 million of 5.125% senior notes due 2036 and continues to pursue rate cases and municipal acquisitions while targeting merger completion in the first quarter of 2027.

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Essential Utilities, Inc. reported the results of its 2026 Annual Meeting of Shareholders held as a virtual meeting on April 29, 2026. Shareholders elected seven directors for one-year terms, with support generally above 185 million votes for each nominee, plus 34,169,760 broker non-votes on each election.

Shareholders also approved, on an advisory basis, the 2025 compensation of the company’s named executive officers with 184,594,406 votes for, 20,085,147 against, and 1,223,832 abstentions, in addition to 34,169,760 broker non-votes. Finally, they ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026, with 215,561,365 votes for, 24,045,886 against, and 465,894 abstentions.

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Essential Utilities Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 14,971,772 shares of Common Stock, representing 5.28% of the class as of 03/31/2026. The filing lists sole voting power for 2,310,093 shares and sole dispositive power for 14,971,772 shares.

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Vanguard Portfolio Management reports beneficial ownership of 16,523,287 shares of Essential Utilities Inc common stock, representing 5.83% of the class. The filing states sole voting power over 33,936 shares and sole dispositive power over 16,523,287 shares. The filing is signed on 04/29/2026.

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American Water Works Company, Inc. reports that the Kentucky Public Service Commission has approved its proposed merger with Essential Utilities, marking the first regulatory approval obtained on the path toward completing the combination.

The company says integration planning and cultural analysis are underway and references its Form S-4 (declared effective December 30, 2025) and the joint proxy/prospectus filed December 31, 2025.

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BlackRock, Inc. filed an amended Schedule 13G/A reporting beneficial ownership of 30,925,357 shares of Essential Utilities, Inc. The filing states this equals 10.9% of the company's common stock and shows 29,841,997 shares of sole voting power. The filing is signed on 04/24/2026 and references holdings as of 03/31/2026.

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Essential Utilities, Inc. provides an integration planning update and reports a regulatory milestone: the Kentucky Public Service Commission approved the companies' proposed merger, the first regulatory approval on the path toward completing the combination. Pennsylvania public input hearings began this week; four hearings produced nine speakers, and the hearings are expected to conclude in two weeks.

Integration planning continues with roughly 90 Essential Employees participating across the Integration Management Office, Core Integration Team, and Subject Matter Experts. The company hosted a cross‑organization session with 80 colleagues in Camden and will provide a further update on May 8, 2026. The communication includes an extended cautionary statement of forward‑looking risks and refers readers to the effective Form S-4 declared effective December 30, 2025 and each party’s public filings for additional details.

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FAQ

How many Essential Utilities (WTRG) SEC filings are available on StockTitan?

StockTitan tracks 82 SEC filings for Essential Utilities (WTRG), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Essential Utilities (WTRG)?

The most recent SEC filing for Essential Utilities (WTRG) was filed on May 8, 2026.