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AWAWR

American States Water Company

$AWR·$3.4B·Regulated Water·Utilities
$89.65+1.6%YTD+18.0%1Y+21.9%
Mentions · last 7 days
2026-08-27: 0 posts2026-08-28: 6 posts2026-08-29: 5 posts2026-08-30: 9 posts2026-08-31: 6 posts2026-09-01: 8 posts2026-09-02: 3 posts45
Price updated 2h ago·X counts updated 26m ago
AWAWR
$AWRAmerican States Water Company
$89.65+1.59%45 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AWR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-25

The move is getting stronger, with heavier trading behind it.

The #1 US Dividend King — 72 consecutive years of dividend increases — up 22% in twelve months with Q2 EPS beating by 19%.

American States Water is a regulated water utility (Golden State Water) plus contract-services operations serving military bases and other government customers. The stock is up 22% over trailing year and 18% year-to-date, sitting at essentially 100% of its 52-week range — the tape is confirming the operational strength.

  • Q2 2026 EPS was $1.09 versus $0.915 expected — a 19% surprise on revenue $181M versus $172M expected (+6% beat) — the strongest print in recent quarters
  • The last four earnings surprises: +19%, -1.3%, -1.5%, +5.0% — the Q2 beat magnitude is a meaningful step up from prior small variance
  • Q1 2026 revenue was $169M (up 14% year-over-year) with 30% operating margin — quality regulated-utility economics
  • AWR has raised its dividend for 72 consecutive years — the longest streak of any US public company (only 54 companies have hit the 50+ year mark) — a genuinely unique long-term compounder
  • Return on equity 13.1% and return on invested capital 6.3% — quality for a regulated utility
  • Analyst 2026 revenue estimate is $708M on $3.64 EPS growing to $741M / $3.83 EPS in 2027 — the stock at $91.10 is 25x forward, expensive for a utility but consistent with premium-quality dividend-aristocrat status
  • Free cash flow yield is 1.2% at $3.4B market cap — modest yield reflecting the premium multiple
  • Beta 0.56 — defensive utility profile
  • Insider signal is minimal — one small director sale (Anne Holloway sold 900 shares at $88.86 for $80K on August 19)
  • Position in 52-week range is 99.9% — at the peak
  • 2.46% current dividend yield

The 72-year dividend streak is the specific durable quality anchor here; the operational Q2 beat plus premium-utility status supports continued outperformance in the defensive cohort.

Agrees with X sentimentX frames AWR as the #1 Dividend King (72 straight years of raises, 2.46% yield). Fair — the record is unique and the recent Q2 print confirms the operational story.

What to watch: The Q3 print on November 4 needs to sustain the operational execution — a second consecutive high-teens EPS surprise would extend the accelerating trajectory; a return to small beats would revert to defensive-utility mean.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-08-27

$AWR chatter is dominated by an AWR crypto community-first PeopleFi project, not American States Water (equity). Bulls celebrate the community mission with real people/real faces/real aspirations framing ('cult-like community with universal mission'), collages resonating with the universe, and signs pointing to '#retirement loading'. On the equity side, American States Water is featured as the #1 Dividend King (72 straight years of raises, 2.46% yield — a quiet California water utility). Skepticism is essentially absent from either subthread; the modal stance is 'AWR is bigger than any one person — FEW understand what's being built, quiet compounding'.

Read the AI verdict + X sentiment for $AWR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Regulated California water and electric utility plus long-term military-base water infrastructure contracts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Water sits in its cycle right now — and what that implies for $AWR.

Regulated Water · Utilities

Water infrastructure replacement cycles — aging pipes and PFAS remediation mandates — drive rate base growth for regulated water utilities. Regulatory approvals for capital recovery are the timing variable for earnings growth.

What this means for $AWR

Partial — upstream oil & gas exposure ties to commodity price cycle; American States Water Company (AWR) is an enterprise that, t.

Top industry ETF

$XLUUtilities Select Sector SPDR
+2.8%YTD
+2.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
30.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
57.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$1.09$0.92+19.1%
Q1 2026May 6, 2026$0.76$0.77-1.3%
Q4 2025Feb 18, 2026$0.74$0.75-1.5%
Q3 2025Nov 5, 2025$1.06$1.01+5.0%
Next earningsWed, Nov 4·consensus EPS $1.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$169.2M+14.3%51.7%30.4%$0.76$22.6M
Q4 FY25$164.3M+14.8%46.7%27.4%$0.74$-36.0M
Q3 FY25$182.7M+12.9%58.3%33.8%$1.06$37.7M
Q2 FY25$163.1M+5.0%73.6%31.3%$0.87$13.7M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$707.9M$703.4M – $712.4M$3.64$3.63 – $3.651
FY27$740.7M$733.0M – $748.4M$3.83$3.76 – $3.891
FY28$776.8M$771.8M – $781.7M$4.01$3.98 – $4.051
FY29$789.0M$784.0M – $794.0M$4.02$3.99 – $4.051
FY30$824.0M$818.7M – $829.3M$4.29$4.25 – $4.331

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.84%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 38.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 19Anne M HollowayDirector900 sh$80KSellMay 20Anne M HollowayDirector662 sh$50KBuyMay 19Anne M HollowayDirector527 sh$40KBuyMay 18Anne M HollowayDirector135 sh$10KSellMay 15Paul J RowleySVP OF OPERATIONS1.3K sh$99K
+ 14 other (12 awards · 2 inkinds) in window

See when $AWR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

AWR (AWR) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor, an equity incentive plan. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KOfficer or director changeMar 278-K — Item 5.02: Officer or director change
8-KOfficer or director changeMar 138-K — Item 5.02: Officer or director change
+ 14 other (4 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bank of New York Mellon Corp Acquires Shares of 342,941 American States Water Company $AWRdefenseworld.net·5d agoDeutsche Bank AG Acquires New Stake in American States Water Company $AWRdefenseworld.net·10d agoThis Company Has Raised Its Dividend for 72 Straight Years. Almost Nobody Talks About It.fool.com·11d agoCan AWR Continue Raising Dividends for Long-Term Shareholders?zacks.com·20d ago5 Strong Buy Dividend Aristocrats Posted Huge Q2 Earnings: Grab Them Before September247wallst.com·22d ago

In themes

Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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