6,700 Shares in American Water Works Company, Inc. $AWK Bought by Alberta Investment Management Corp

Alberta Investment Management Corp purchased a new stake in shares of American Water Works Company, Inc. (NYSE:AWK) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 6,700 shares of the utilities provider’s stock, valued at approximately $933,000.

Several other institutional investors have also recently made changes to their positions in AWK. New York State Common Retirement Fund grew its stake in shares of American Water Works by 14.5% in the 3rd quarter. New York State Common Retirement Fund now owns 350,471 shares of the utilities provider’s stock worth $48,782,000 after buying an additional 44,336 shares in the last quarter. Wesbanco Bank Inc. lifted its position in shares of American Water Works by 5.6% in the 3rd quarter. Wesbanco Bank Inc. now owns 85,976 shares of the utilities provider’s stock worth $11,967,000 after purchasing an additional 4,553 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in shares of American Water Works by 31.7% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 136,504 shares of the utilities provider’s stock valued at $19,000,000 after buying an additional 32,834 shares in the last quarter. Swedbank AB boosted its position in shares of American Water Works by 88.5% in the 3rd quarter. Swedbank AB now owns 257,413 shares of the utilities provider’s stock worth $35,829,000 after purchasing an additional 120,890 shares in the last quarter. Finally, Asset Management One Co. Ltd. grew its position in American Water Works by 7.2% during the 3rd quarter. Asset Management One Co. Ltd. now owns 116,690 shares of the utilities provider’s stock worth $16,242,000 after purchasing an additional 7,831 shares during the last quarter. Institutional investors own 86.58% of the company’s stock.

Key Stories Impacting American Water Works

Here are the key news stories impacting American Water Works this week:

• Positive Sentiment: Shareholders approved the merger-related proposals with Essential Utilities, giving the company scale and consolidation optionality that investors typically value in regulated water/utility infrastructure deals. American Water Works (AWK) Expands Scale with Essential Utilities Merger
• Positive Sentiment: Management affirmed FY‑2026 EPS guidance at $6.020–$6.120, above consensus, which reduces near‑term guidance risk and supports valuation given AWK’s regulated cash flows. AMERICAN WATER REPORTS STRONG 2025 RESULTS; AFFIRMS 2026 EPS GUIDANCE
• Positive Sentiment: Company reported strong full‑year performance (adjusted 2025 EPS up ~8.9% y/y excluding merger costs), delivered 8.2% dividend growth, and reiterated long‑term EPS/dividend growth targets — supportive for income‑oriented investors. AMERICAN WATER REPORTS STRONG 2025 RESULTS; AFFIRMS 2026 EPS GUIDANCE
• Neutral Sentiment: Management hosted the Q4 earnings call and published slides/transcripts — useful for modeling capex and rate case cadence but not immediate catalysts. Full Transcript: American Water Works Co Q4 2025 Earnings Call
• Neutral Sentiment: Company launched/expanded a grant program that adds a valuation angle (community/regulatory goodwill), but its near‑term financial impact is unclear. American Water Works Grant Program Adds New Angle To Valuation Debate
• Negative Sentiment: Q4 EPS came in at $1.24, missing the street by ~$0.04; management cited higher expenses that pressured the quarter. That miss is weighing on sentiment despite stronger full‑year metrics. American Water Works misses quarterly results estimates on higher expenses
• Negative Sentiment: Quarterly revenue and some line‑item variances came in slightly below some estimates, and the company noted elevated capital spending ($3.2B in 2025) which will keep cash needs and rate‑case execution in focus. AMERICAN WATER REPORTS STRONG 2025 RESULTS; AFFIRMS 2026 EPS GUIDANCE

American Water Works Stock Performance

AWK stock opened at $131.30 on Friday. The company has a debt-to-equity ratio of 1.19, a quick ratio of 0.39 and a current ratio of 0.42. American Water Works Company, Inc. has a 52 week low of $121.28 and a 52 week high of $155.50. The firm has a 50 day simple moving average of $129.96 and a 200 day simple moving average of $134.68. The stock has a market cap of $25.63 billion, a P/E ratio of 23.08, a P/E/G ratio of 3.05 and a beta of 0.77.

American Water Works (NYSE:AWK) last released its quarterly earnings data on Wednesday, February 18th. The utilities provider reported $1.24 EPS for the quarter, missing analysts’ consensus estimates of $1.28 by ($0.04). American Water Works had a return on equity of 10.41% and a net margin of 21.61%.The firm had revenue of $1.27 billion during the quarter, compared to analyst estimates of $1.29 billion. During the same quarter in the prior year, the company posted $1.15 EPS. The company’s quarterly revenue was up 5.8% on a year-over-year basis. American Water Works has set its FY 2026 guidance at 6.020-6.120 EPS. Research analysts anticipate that American Water Works Company, Inc. will post 5.71 earnings per share for the current fiscal year.

American Water Works Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 3rd. Investors of record on Tuesday, February 10th will be paid a $0.8275 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $3.31 dividend on an annualized basis and a yield of 2.5%. American Water Works’s payout ratio is presently 58.17%.

Wall Street Analysts Forecast Growth

AWK has been the subject of several recent research reports. Mizuho set a $145.00 price target on American Water Works in a research report on Tuesday, October 28th. Weiss Ratings reiterated a “hold (c)” rating on shares of American Water Works in a report on Monday, December 29th. Wells Fargo & Company reduced their price objective on American Water Works from $142.00 to $126.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 20th. UBS Group set a $149.00 price target on shares of American Water Works in a research note on Wednesday, December 17th. Finally, Jefferies Financial Group upgraded shares of American Water Works from an “underperform” rating to a “hold” rating and boosted their price target for the stock from $114.00 to $124.00 in a research note on Wednesday, November 5th. One analyst has rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $140.89.

About American Water Works

American Water Works Company, Inc (NYSE: AWK) is a publicly traded utility company that provides water and wastewater services in the United States. Its core business is the operation, management and maintenance of regulated water and wastewater systems that deliver potable water, collect and treat wastewater, and provide related customer services to residential, commercial and industrial customers as well as municipalities. The company’s operations include water treatment and distribution, wastewater collection and treatment, meter reading and billing, emergency repairs, and long-term infrastructure planning and capital project execution.

In addition to its regulated utility operations, American Water offers complementary nonregulated services and solutions that support system reliability and customer needs.