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WTRGEssential Utilities, Inc.Hold5.0·$39.38+3.55%
HoldModerate Confidence
Investment thesis

Essential Utilities is a regulated water utility with 3 of 4 recent quarters beating expectations and rising earnings estimates, but its free cash flow is deeply negative at -117% of net income, the put/call ratio has spiked to 6.33, and the stock trades above its analyst target — creating an unfavorable entry profile despite regulatory revenue stability.

Thesis pillars

  • Negative Free Cash Flow QualityStable
  • Elevated Options Put Call RatioStable
  • Earnings Beat With Rising EstimatesStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Essential Utilities, Inc. (WTRG) Stock Analysis

Momentum Cont setup · Catalyst-Driven edge

HoldVALUE-TRAP 1/5Moderate Confidence

Utilities · Utilities - Regulated Water

Hold if already holding. Not a fresh buy at $39.38, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.2): -0.5.

Essential Utilities, Inc., referred to as "Essential Utilities", "Essential", the "Company", "we", "us", or "our", a Pennsylvania corporation, is the holding company for regulated utilities providing water, wastewater, or natural gas services to an estimated 5.5 million people... Read more

$39.38-1.4% A.UpsideScore 5.0/10#6 of 9 Utilities - Regulated Water
QualityF-score6 / 9FCF yield-5.81%
IncomeYield3.48%(5y avg 2.91%)Payout69.05%
Stop $37.62Target $38.82(resistance)A.R:R -1.2:1
Analyst target$41.20+4.6%5 analysts
$38.82our TP
$39.38price
$41.20mean
$38
$46

Hold if already holding. Not a fresh buy at $39.38, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.2): -0.5. Chart setup: Trend continuation, RSI 69, MACD bullish. Multiple concerning factors. Consider reducing position. | News modifier +1 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.0/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 26d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06

Recent Developments — Essential Utilities, Inc.

Generated 2026-07-06T05:51:49Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 30, 202626d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Earnings estimates trending UP
Risks
Analyst target reached - limited upside remaining
Leverage penalty (D/E 1.2): -0.5
Weak overall score: 5.0/10

Key Metrics

P/E (TTM)20.1
P/E (Fwd)16.6
Mkt Cap$11.2B
EV/EBITDA14.8
Profit Mgn21.8%
ROE8.3%
Rev Growth10.0%
Beta0.64
Dividend3.48%
Rating analysts13

Quality Signals

Piotroski F6/9MoatNarrow

Options Flow

P/C0.33bullish
IV59%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
0.0
Revenue Growth
5.0

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
0.7
Gap
5.0
52w Position
9.0
GatesA.R:R -1.2=NEGATIVEDeath cross (50MA < 200MA)Momentum 5.5>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 26d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARMomentum ContSuitability: Moderate
RSI
69 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $36.34Resistance $39.61

Price Targets

$38
$39
A.Upside-1.4%
A.R:R-1.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-9.0% upside)
! NEWS_MOD=+1: SELL_IF_HOLDING → HOLD_IF_HOLDING
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-30 (26d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is WTRG stock a buy right now?

Hold if already holding. Not a fresh buy at $39.38, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.2): -0.5. Chart setup: Trend continuation, RSI 69, MACD bullish. Multiple concerning factors. Consider reducing position. | News modifier +1 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $38.82 (-1.4%), stop $37.62 (−4.7%), A.R:R -1.2:1. Score 5.0/10, moderate confidence.

What is the WTRG stock price target?

Take-profit target: $38.82 (-1.4% upside). Target $38.82 (-1.4%), stop $37.62 (−4.7%), A.R:R -1.2:1. Stop-loss: $37.62.

What are the risks of investing in WTRG?

Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.2): -0.5; Weak overall score: 5.0/10.

Is WTRG overvalued or undervalued?

Essential Utilities, Inc. trades at a P/E of 20.1 (forward 16.6). TrendMatrix value score: 5.2/10. Verdict: Hold.

What do analysts say about WTRG?

13 analysts cover WTRG with a consensus score of 3.8/5. Average price target: $41.

What does Essential Utilities, Inc. do?Essential Utilities, Inc., referred to as "Essential Utilities", "Essential", the "Company", "we", "us", or "our", a...

Essential Utilities, Inc., referred to as "Essential Utilities", "Essential", the "Company", "we", "us", or "our", a Pennsylvania corporation, is the holding company for regulated utilities providing water, wastewater, or natural gas services to an estimated 5.5 million people in Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, and Kentucky under the Aqua and Peoples brands.

Related stocks: SBS (Companhia de saneamento Basico ) · AWR (American States Water Company) · HTO (H2O America) · AWK (American Water Works Company, I) · CWT (California Water Service Group)
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