Essential Utilities (WTRG)

• Market cap: $10.9B
• 1 day: 0.05%
• 5 days: 4.00%
• 1 month: 1.15%
• 3 months: 9.74%
• 6 months: 3.18%
• Year to date: 9.74%
• 1 year: 7.56%
• 5 years: 2.41%
• 10 years: -26.39%
• Sector: Utilities
• Industry: Water Supply

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

11% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 64

2.74% more ownership

Funds ownership: 76.29% [Q3] → 79.02% (+2.74%) [Q4]

1% less funds holding

Funds holding: 618 [Q3] → 612 (-6) [Q4]

1% less capital invested

Capital invested by funds: $7.99B [Q3] → $7.88B (-$115M) [Q4]

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 250

47% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $2.8M

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $41 4% upside
• Avg. target: $43 7% upside
• High target: $46 16% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

Evercore ISI Group Durgesh Chopra 54% 1-year accuracy 13 / 24 met price target	16% upside $46	Outperform Maintained	5 Mar 2025
Wells Fargo Jonathan Reeder 57% 1-year accuracy 8 / 14 met price target	4% upside $41	Equal-Weight Maintained	27 Feb 2025
Jefferies Julien Dumoulin-Smith 58% 1-year accuracy 47 / 81 met price target	4% upside $41	Buy Upgraded	28 Jan 2025
UBS Gregg Orrill 50% 1-year accuracy 3 / 6 met price target	6% upside $42	Buy Maintained	14 Jan 2025