Welcome to our dedicated page for Essential Utilities SEC filings (Ticker: WTRG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Essential Utilities, Inc. is holding its 2026 virtual annual meeting on April 29, 2026, where shareholders will vote on electing seven directors, an advisory say-on-pay resolution, and ratifying PricewaterhouseCoopers as auditor for 2026.
The proxy highlights 2025 results, including earnings per share above initial guidance, a quarterly dividend of $0.3426 per share representing the 35th increase in 34 years, and the 80th consecutive year of dividend payments. The company invested $1.4 billion in water, wastewater, and natural gas infrastructure, advanced over 300 PFAS treatment projects, and continued gas pipeline modernization.
Essential completed acquisitions serving about 10,300 customers for roughly $58 million and has four signed deals in Pennsylvania and Texas expected to serve over 200,000 customers for about $300 million. The proxy also describes a transformative merger announced on October 27, 2025 with American Water, targeting a combined pro forma market capitalization of approximately $40 billion and enterprise value of about $63 billion, and plans to invest about $1.7 billion in infrastructure in 2026.
Essential Utilities, Inc. has completed a public debt offering, issuing $500,000,000 principal amount of its 5.125% Senior Notes due 2036. The notes were issued under an existing indenture with U.S. Bank Trust Company, National Association, as successor trustee.
The notes bear interest at 5.125% per year, payable semi-annually on March 15 and September 15, starting on September 15, 2026, and mature on March 15, 2036. Essential Utilities may redeem the notes for cash, in whole or in part, with a make-whole call before December 15, 2035 and at par on or after that date, plus accrued interest.
Essential Utilities, Inc. is offering $500,000,000 aggregate principal amount of 5.125% Senior Notes due 2036, with interest accruing from March 9, 2026 and payable semi‑annually on March 15 and September 15, beginning September 15, 2026.
Proceeds are expected to be approximately $494.9 million after underwriting discounts and expenses and are intended for general corporate purposes, including repayment of commercial paper, working capital, capital expenditures and water/wastewater acquisitions. The notes are unsecured senior obligations and will be structurally subordinated to subsidiary liabilities. The prospectus supplement separately discloses a previously announced merger agreement with American Water Works Company, Inc., under which Essential would become a wholly owned subsidiary of American Water if the Merger closes.
Essential Utilities, Inc. has launched a preliminary prospectus supplement to offer senior notes due 2036, describing interest, redemption and ranking terms and intended settlement on a date in March 2026.
The supplement states net proceeds are intended for general corporate purposes, including repayment of commercial paper borrowings. It discloses commercial paper borrowings of $567.59 million as of December 31, 2025, consolidated long-term debt of $8,181.85 million as of December 31, 2025, and subsidiaries’ outstanding liabilities of $7,149.18 million as of December 31, 2025. The document also summarizes the previously disclosed merger agreement under which shareholders approved the merger on February 10, 2026, and that closing is currently estimated by the company to occur by the end of the first quarter of 2027, subject to customary conditions and regulatory approvals.
Essential Utilities EVP and General Counsel Christopher Paul Luning reported equity award activity involving company common stock. He acquired 4,804 shares at no cost upon the earning and vesting of performance-based share units originally granted on February 22, 2023, after the Compensation Committee determined vesting at 63.58% on February 4, 2026.
On the same date, 3,382 shares were withheld and disposed of back to the issuer at $38.78 per share to cover tax obligations tied to the vesting of restricted stock units and performance-based share units. Following these transactions, he directly held 84,690.5 shares of common stock.
Essential Utilities, Inc. Executive Vice President Daniel Schuller reported updated equity compensation activity. On February 22, 2026, he acquired 6,682 shares of common stock at $0.00 per share through the earning and vesting of performance-based share units originally granted on February 22, 2023, which vested at 63.58%. On the same date, 4,683 shares at $38.78 per share were automatically withheld and returned to the issuer to cover tax obligations tied to the vesting of restricted stock units and performance-based share units. After these transactions, Schuller held 83,502 common shares directly.
Essential Utilities, Inc. President – Peoples, Michael Huwar, reported equity compensation activity involving company common stock. He acquired 2,598.5 shares at no cost through the earning and vesting of performance-based share units that were originally awarded on 2/22/2023, with vesting determined on 02/04/2026 at 63.58%. To cover tax obligations tied to the vesting of restricted stock units and performance-based share units, 1,939 shares were disposed of back to the issuer at a price of $38.78 per share. After these transactions, Huwar directly owns 21,422.5 shares of Essential Utilities common stock. This amended filing reflects the final calculation of shares withheld for taxes.
Essential Utilities President – Aqua Colleen Arnold reported an amended Form 4 showing equity compensation activity. She acquired 2,747 shares of common stock at no cost upon the earning and vesting of performance-based share units granted on 2/22/2023, which vested at 63.58%. On the same date, 2,053 shares were disposed of back to the company to cover tax obligations related to the vesting of restricted stock units and performance-based share units.
Essential Utilities, Inc. reported that executive Colleen Arnold, President – Aqua, received 2,747 shares of common stock at no cost through the earning and vesting of performance-based share units granted on February 22, 2023. The Compensation Committee determined vesting at 63.58% on February 4, 2026.
To cover related tax obligations upon vesting of these performance-based and restricted stock units, 1,925 shares were automatically delivered back to the company. After these award-related transactions, Arnold directly holds 20,232 shares of Essential Utilities common stock.
Essential Utilities provided an internal integration update following the merger kickoff with American Water, outlining the formation of Core Integration Teams and initial staff communications. The note says selected operational and union employees in specified regions and certain Gas-support staff will receive letters stating their employment is not expected to be negatively impacted.
The message emphasizes disciplined integration prioritizing operational continuity, regulatory integrity, and transparent communication; employees without letters are told that "no news is not bad news" and may direct questions to Merger@Essential.co.