SJW GroupSJW
SJW
About: SJW Group is a U.S. water utility services holding company that provides, stores, purifies and distributes water. The company predominantly operates in various Californian municipalities and also has operations in other states. Its operating segments include Water Utility Services and Real Estate Services. The majority of the company's revenue is derived from its water utility services segment.
Employees: 808
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
110% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 20
9% more funds holding
Funds holding: 229 [Q2] → 249 (+20) [Q3]
8% more capital invested
Capital invested by funds: $1.38B [Q2] → $1.48B (+$104M) [Q3]
0.88% less ownership
Funds ownership: 79.04% [Q2] → 78.15% (-0.88%) [Q3]
3% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 86
77% less call options, than puts
Call options by funds: $23K | Put options by funds: $98K
100% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 0 (-2) [Q3]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$53
10%
upside
Avg. target
$53
10%
upside
High target
$53
10%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Wells Fargo Jonathan Reeder 38% 1-year accuracy 5 / 13 met price target | 10%upside $53 | Equal-Weight Maintained | 7 Jan 2025 |
Financial journalist opinion
Based on 7 articles about SJW published over the past 30 days
Positive
Benzinga
3 days ago
4 Stocks to Buy for "Higher for Longer" Interest Rates
Markets tumbled this week as a number of factors came into focus, pointing toward rates that would remain higher for longer. A hot jobs report sent stocks plummeting as the economy added 256,000 jobs vs 155,000 expected, dampening the prospects of multiple rate cuts in 2025.
Neutral
GlobeNewsWire
4 days ago
SJW Group Announces Deferral of San Jose Water Company's Cost of Capital Filing to May 1, 2026
9.81% return on equity, maintains 10.01% return on equity prior to 20 basis point reduction related to the Water Conservation Memorandum Account (WCMA) Timing for next cost of capital filing will be May 1, 2026, effective January 1, 2027 Water Cost of Capital Mechanism (WCCM) remains in place until January 1, 2027 SAN JOSE, Calif., Jan. 16, 2025 (GLOBE NEWSWIRE) -- SJW Group (NASDAQ: SJW) announced today that its wholly owned subsidiary, San Jose Water Company, along with three other California water utilities (the “Joint Parties”) received a letter dated January 14, 2025, from the Executive Director of the California Public Utilities Commission (“CPUC”) granting the Joint Parties' request to defer their scheduled 2025 Cost of Capital (“COC”) filings to May 1, 2026.
Positive
Seeking Alpha
5 days ago
Buy 3 'Safer' Dividend Kings Of 25 From 53 For January
“A Dividend King [is] a stock with 50 or more consecutive years of dividend increases.”—suredividend.com. 53 Divided Kings, screened as of January 10, 2025, represented all eleven Morningstar Sectors. Broker-estimated top-ten net-gains ranged 22.84%-62.53% topped-by SJW & SCL. By yield, MO topped all the Kings. Top-ten Yields from KVUE, SWK, UBSI, FTS, FRT, BKH, NWN, CDUAF, UVV, & MO, averaged 5.04%.
Positive
Seeking Alpha
1 week ago
SJW Group: Snatch Up This Discounted Dividend King Now
Later this month, SJW Group will likely up its payout for the 57th consecutive year. The water utility topped analysts' expectations for revenue and non-GAAP EPS in Q3 2024. SJW Group boasts an A- credit rating from S&P.
Positive
Seeking Alpha
2 weeks ago
My Top 10 Utilities For 2025
Long-term rates have risen, creating potential buying opportunities for utilities like AEP, AWK, AWR, BKH, ES, EVRG, SJW, WEC, WTRG, and XEL. These utilities have strong fundamentals, attractive valuations, and investment-grade balance sheets, offering potential total returns of 20% to 56% by 2025. Despite rate sensitivity, these utilities are well-positioned for long-term growth with secure dividends and robust balance sheets.
Positive
Zacks Investment Research
3 weeks ago
SJW vs. AWR: Which Stock Should Value Investors Buy Now?
Investors with an interest in Utility - Water Supply stocks have likely encountered both SJW (SJW) and American States Water (AWR). But which of these two stocks offers value investors a better bang for their buck right now?
Neutral
GlobeNewsWire
4 weeks ago
SJW Group Announces CPUC Decision Approving San Jose Water's General Rate Case
Provides for $450 million in increased water system investments and greater fixed cost recovery. Recognizes San Jose Water's commitment to be a force for good in the communities it serves.
Neutral
Zacks Investment Research
1 month ago
3 Stocks to Consider From the Challenging Water Supply Industry
Despite near-term weakness in water supply, companies like AWK, SJW and MSEX are poised to benefit from their strong customer base and systematic investments that enable them to serve customers efficiently.
Positive
Zacks Investment Research
1 month ago
MSEX or SJW: Which is a Better Utility Water Supply Stock?
Both Middlesex Water and SJW Group are effectively satisfying their customers' needs for water and wastewater services.
Positive
Zacks Investment Research
1 month ago
SJW or AWR: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Utility - Water Supply sector have probably already heard of SJW (SJW) and American States Water (AWR). But which of these two stocks presents investors with the better value opportunity right now?
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