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.
American Water Works sent employees an update on integration planning following its proposed merger with Essential Utilities. The message describes continued joint planning, targeted communications where roles do not overlap, and requests employee participation in an upcoming Organizational Health Index (OHI) survey to inform design of operating and leadership practices. The communication includes a standard cautionary statement identifying the message contains forward-looking statements and references the Form S-4 declared effective on December 30, 2025.
Essential Utilities, Inc. filed its annual report outlining 2025 operating performance and its planned merger with American Water Works Company. The Company generated consolidated operating revenues of $2,474,615,000, with 53.6% from regulated water and 45.2% from regulated natural gas operations.
Essential serves about 5.5 million people across nine states and had a utility customer base of 1,884,013 as of December 31, 2025. Shareholders have approved a merger under which they will receive 0.305 shares of American Water common stock for each Essential share, with closing targeted by the end of the first quarter of 2027, subject to regulatory approvals. The Company plans about $8.7 billion of capital investment from 2026 through 2030, including major programs for pipeline replacement, PFAS treatment, dam safety, and lead service line removal, while navigating extensive environmental and rate regulation.
Essential Utilities reported higher full-year 2025 results and updated investors on its pending merger with American Water. Full-year operating revenues rose to $2,474.6 million, up 18.6% from 2024, while net income increased to $616.4 million, or $2.20 per share, versus $2.17 on a GAAP basis and $1.97 on an adjusted 2024 basis.
Fourth-quarter revenues grew 15.7% to $699.1 million, but net income fell to $132.7 million, or $0.47 per share, from $0.67 a year earlier, mainly due to higher taxes and operations and maintenance costs. Water and natural gas segment revenues both posted solid double-digit annual growth, supported by rate increases and higher gas volumes.
The company invested over $1.4 billion in 2025 infrastructure and continued expanding via acquisitions, adding more than 12,700 customers. It declared two quarterly dividends of $0.3426 per share and ended 2025 with a 4.10% weighted average cost of fixed-rate long-term debt and $667.5 million available on credit lines. Shareholders of both companies overwhelmingly approved the merger with American Water, which is targeted to close in the first quarter of 2027.
Essential Utilities, Inc. Executive Vice President Daniel Schuller reported two Form 4 transactions involving common stock. He acquired 6,682 shares at no cost through the earning and vesting of performance-based share units granted on 2/22/2023, following Compensation Committee certification on 02/04/2026. In a separate transaction, 4,681 shares were disposed back to the issuer at $38.78 per share to satisfy tax obligations related to the vesting of restricted and performance-based share units, leaving him with 83,504 directly owned shares.
Essential Utilities, Inc. reported that executive Michael Huwar, President – Peoples, received an equity award and had shares withheld for taxes. On February 22, 2026, he acquired 2,598.5 shares of common stock at $0 per share from the earning and vesting of performance-based share units granted on February 22, 2023, which vested at 63.58%. On the same date, 2,068 shares were disposed of to the issuer at $38.78 per share to satisfy tax obligations tied to the vesting of restricted stock units and performance-based share units. After these transactions, he directly owned 21,293.5 shares of Essential Utilities common stock.
Essential Utilities, Inc. reported that Chief Accounting Officer Bradley John Palmer received a grant of 246 shares of common stock on February 22, 2026, upon the earning and vesting of performance-based share units awarded on February 22, 2023, representing 63.58% vesting as determined by the Compensation Committee on February 4, 2026. On the same date, 158 shares were transferred to the issuer at $38.7800 per share to satisfy tax obligations related to the vesting of restricted stock units and performance-based share units, and he now directly holds 2,270 shares of common stock.
Essential Utilities, Inc. executive Colleen Arnold, President - Aqua, reported equity award activity in company common stock. She acquired 2,747 shares on February 22, 2026 as a grant/award with a price of $0.00 per share, increasing her holdings to 22,157 shares.
According to the footnotes, these shares were earned upon the vesting of performance-based share units granted on February 22, 2023, with vesting determined at 63.58% by the Compensation Committee on February 4, 2026. On the same date, 2,053 shares were disposed of at $38.78 per share in a tax-withholding transaction to the issuer, leaving her with 20,104 directly owned shares.
Essential Utilities, Inc. Chief Executive Officer Chris Franklin reported equity compensation activity involving company common stock. He acquired 25,332 shares at no cost upon the earning and vesting of performance-based share units originally granted on 2/22/2023, with the vesting level determined at 63.58% by the Compensation Committee.
On the same date, 17,964 shares were transferred back to the issuer at $38.78 per share to satisfy related tax obligations upon the vesting of restricted stock units and performance-based share units. After these transactions, Franklin directly holds 345,456 shares of Essential Utilities common stock.
Essential Utilities, Inc. executive vice president and general counsel Christopher Paul Luning reported equity compensation activity in company common stock. He acquired 4,804 shares at no cost through the earning and vesting of performance-based share units originally granted on 2/22/2023, after the Compensation Committee determined vesting on 02/04/2026 at 63.58% of the award.
To satisfy tax obligations triggered by the vesting of restricted stock units and performance-based share units, 3,465 shares were disposed of back to the issuer at $38.78 per share in a tax-withholding transaction. Following these transactions, Luning directly owns 84,607.5 shares of Essential Utilities common stock.
Essential Utilities, Inc. executive Christopher Paul Luning, EVP and General Counsel, reported an equity award of Common Stock. He received 4,531 restricted stock units, each representing a contingent right to one share of Common Stock at a reference price of $39.73 per share. The filing notes these restricted stock units vest in three equal installments on each anniversary of the grant. Following this award and additional shares acquired under the company’s Employee Stock Purchase Plan, his directly held Common Stock position is reported at 83,268.5 shares.