Analyst Consensus ?
ConsensusHold29 ratings
Bullish1344.8%
Neutral1448.3%
Bearish26.9%
1 unmapped firm rating excluded from the percentages.
American Water Works Company, Inc. · AWK · FY2025 Q1 · Calendar Q2 2025
American Water reaffirms growth outlook as investment and M&A advance
The supplied analysis supports a constructive but conditional view of American Water’s growth framework: rate recovery, infrastructure investment and acquisitions remain supportive, while financing, regulatory and macroeconomic risks could affect execution.
Reported After market closeNYSEUtilities
$25.88B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.02
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.09B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-0.4%
Event window
SPY move
+0.7%
Same window
Abnormal move
-1.1%
Stock minus SPY
Volume
0.7×
Versus trailing sessions
Subsequent drift
-2.4%
Up to 20 sessions
AWKSPY benchmark
Ask FN2 about AWK FY2025 Q1
Transcript, numbers and history already loaded
What drove AWK's -0.4% move after FY2025 Q1 earnings?What changed in AWK's guidance and outlook in FY2025 Q1?Give me the bull and bear case for AWK after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, management reported first-quarter EPS growth, reaffirmed the annual outlook, advanced the capital program and highlighted specific acquisition opportunities. The current analysis also flags a planned California rate case, a cost-of-capital proceeding and continued PFAS and lead-remediation work.
Guidance delta
Management maintained its 2025 outlook, reaffirming 8% EPS growth guidance.
Key takeaways
- Management said first-quarter EPS increased 11% year over year to $1.05 and reaffirmed 8% EPS growth guidance for 2025.
- The capital program remains on track, with $518 million invested in the quarter toward a $3.3 billion 2025 plan.
- Rate-case settlements in Missouri and Virginia and an active acquisition pipeline support the growth framework.
- The board increased the quarterly dividend and management reiterated a 7%-9% annual dividend-growth target.
Management priorities
- Execute the $3.3 billion 2025 capital program, including pipe replacement, PFAS remediation and lead-service-line work.
- Advance California rate-case, cost-of-capital and desalination initiatives.
- Pursue acquisitions in Pennsylvania, West Virginia and New Jersey.
- Continue regulatory and legislative work supporting cost recovery and rate-base growth.
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Estimate
Beat
Miss
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Analyst 52W Price Targets
$130.25Current
$124Low
$143.71Average
$181High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 4, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Sep 10, 2026 |
| Truist Securities | Hold | Hold | Maintain | Aug 4, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Jul 31, 2026 |
| Barclays | Underweight | Underweight | Maintain | Jul 15, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Jul 8, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | May 21, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Jan 20, 2026 |
| Jefferies | Hold | Underperform | Upgrade | Nov 5, 2025 |
| Argus Research | Buy | Buy | Maintain | Aug 14, 2025 |
| Evercore ISI Group | In Line | In Line | Maintain | May 2, 2025 |
| Seaport Global | Buy | Buy | Maintain | Apr 11, 2025 |
| RBC Capital | Outperform | Outperform | Maintain | Sep 19, 2024 |
| CFRA | Hold | Hold | Maintain | Feb 16, 2023 |
| Janney Montgomery Scott | Buy | Buy | Maintain | Nov 1, 2022 |
| HSBC | Buy | Hold | Upgrade | Feb 23, 2022 |
| Goldman Sachs | Neutral | Buy | Downgrade | Nov 4, 2021 |
| Atlantic Equities | Overweight | Overweight | Maintain | Jan 7, 2021 |
| Janney Capital | Neutral | Buy | Downgrade | Oct 13, 2020 |
| Baird | Outperform | Outperform | Maintain | Aug 6, 2020 |
| Bank of America | Underperform | Neutral | Downgrade | Jul 15, 2019 |
| Guggenheim | Neutral | Buy | Downgrade | Jan 2, 2018 |
| Argus | Buy | Buy | Maintain | Jun 24, 2016 |
| Boenning & Scattergood | Neutral | Outperform | Downgrade | Jun 6, 2016 |
| Ladenburg Thalmann | Neutral | Buy | Downgrade | Oct 15, 2015 |
| Brean Capital | Buy | Buy | Maintain | Nov 7, 2014 |
| Maxim Group | Outperform | Outperform | Maintain | Oct 20, 2014 |
| Macquarie | Outperform | Outperform | Maintain | Oct 20, 2014 |
| Credit Suisse | Neutral | Neutral | Maintain | Aug 8, 2014 |
| Citigroup | Buy | Buy | Maintain | Jul 23, 2014 |
| Hilliard Lyons | Buy | Maintain | Jul 11, 2014 |
Named analyst price targets
Upside is calculated against the persisted current price $130.25. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Gregg Orrill | $162 | $140.33 | +24.4% | Sep 10, 2026 |
| Truist Financial | Analyst unavailable | $139 | $131.3 | +6.7% | Aug 4, 2026 |
| Barclays | Analyst unavailable | $130 | $131.57 | -0.2% | Jul 15, 2026 |
| UBS | Gregg Orrill | $150 | $131.79 | +15.2% | Jul 2, 2026 |
| UBS | Analyst unavailable | $140 | $122.35 | +7.5% | May 29, 2026 |
| UBS | Analyst unavailable | $137 | $125.56 | +5.2% | May 7, 2026 |
| Wells Fargo | Analyst unavailable | $131 | $133.25 | +0.6% | Apr 21, 2026 |
| Barclays | Nicholas Campanella | $124 | $131.61 | -4.8% | Apr 20, 2026 |
| UBS | Gregg Orrill | $149 | $133.04 | +14.4% | Dec 17, 2025 |
| Barclays | Nicholas Campanella | $122 | $132.72 | -6.3% | Dec 17, 2025 |
| Mizuho Securities | Anthony Crowdell | $145 | $137.99 | +11.3% | Oct 28, 2025 |
| Wells Fargo | Shahriar Pourreza | $142 | $137.99 | +9.0% | Oct 27, 2025 |
| Barclays | Analyst unavailable | $134 | $145.43 | +2.9% | Oct 21, 2025 |
| UBS | Gregg Orrill | $155 | $142.28 | +19.0% | Nov 19, 2024 |
| Mizuho Securities | Anthony Crowdell | $140 | $140.37 | +7.5% | Oct 15, 2024 |
| Jefferies | Julien Dumoulin-Smith | $124 | $138.89 | -4.8% | Oct 7, 2024 |
| Bank of America Securities | Ross Fowler | $140 | $149.08 | +7.5% | Sep 20, 2024 |
| Wells Fargo | Jonathan Reeder | $138 | $143.67 | +6.0% | Jul 31, 2024 |
| Mizuho Securities | Anthony Crowdell | $131 | $118.21 | +0.6% | Mar 21, 2024 |
| Mizuho Securities | Anthony Crowdell | $134 | $116.88 | +2.9% | Oct 3, 2023 |
| UBS | Analyst unavailable | $159 | $156.84 | +22.1% | Aug 2, 2022 |
| Wells Fargo | Analyst unavailable | $152 | $145.68 | +16.7% | Jul 18, 2022 |
| Barclays | Analyst unavailable | $157 | $148.57 | +20.5% | Jul 18, 2022 |
| Wells Fargo | Analyst unavailable | $151 | $159.46 | +15.9% | Apr 28, 2022 |
| Wells Fargo | Analyst unavailable | $156 | $163.97 | +19.8% | Apr 19, 2022 |
| Janney Montgomery | Michael Gaugler | $181 | $174.56 | +39.0% | Aug 4, 2021 |
| Guggenheim | Shahriar Pourreza | $160 | $173.41 | +22.8% | Aug 3, 2021 |
| Wolfe Research | Steve Fleishman | $156 | $150.81 | +19.8% | May 5, 2021 |
Track every rating change on AWK the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationAmerican Water Works Company, Inc. operates across the United States, delivering essential water and wastewater solutions via its various subsidiary companies. Its operations extend to around 1,700 communities situated across 14 states, catering to an active customer base of roughly 3.4 million. The firm caters to a broad spectrum of clients. These include individual households, commercial enterprises (such as food and beverage suppliers, property developers, and energy companies), and both public and private fire service customers. Industrial clients, like large-scale manufacturers, mining, and production facilities, also utilize its services. Furthermore, American Water Works supports public authorities, encompassing government facilities, schools, and universities, alongside other utility providers and community water and wastewater infrastructure.…
Historical context
All AWK earningsLatest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the AWK recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-16T00:02:45.914612+00:00
- Polygon adjusted daily market bars · 2026-10-03T23:40:41.675954+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-03T23:40:41.673086+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-03. For educational purposes only; not investment advice.