What is the 13F Pro Quality Score for WTRG?

13F Pro ranks Essential Utilities, Inc. (WTRG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WTRG's current score at https://13fpro.ai/research/WTRG (free sign-up required for the full ranking).

Where does 13F Pro source WTRG data?

All Essential Utilities, Inc. fundamentals and ownership data come directly from SEC EDGAR. Essential Utilities, Inc. files with the SEC under CIK 78128. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WTRG in?

Essential Utilities, Inc. (WTRG) is classified in the Utilities sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/utilities.

What drives WTRG's revenue?

Per Essential Utilities, Inc.'s latest 10-Q filed with the SEC on 2026-05-07, the biggest revenue drivers are: Regulated Natural Gas ($529.4M, +12.5% YoY); Regulated Water ($323.0M, +7.4% YoY); Other and Eliminations ($9.4M, N/A). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/WTRG.

What are WTRG's largest expenses?

Essential Utilities, Inc.'s latest 10-Q reports these as the largest expense items: Purchased gas ($238.6M, +29.2% YoY); Operations and maintenance ($175.8M, +27.6% YoY); Depreciation and amortization ($110.7M, +11.4% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is WTRG research updated on 13F Pro?

WTRG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Essential Utilities, Inc.(WTRG)Stock Analysis

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13F Pro Quality Score

70.9/100

Rank #283 of 2,879 stocksTOP 10%

View Utilities peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

64.8/100

Profitability

89.0/100

Balance Sheet

62.1/100

Earnings Quality

49.3/100

Free Cash Flow

90.3/100

Institutional Flow

21.4/100

Revenue Scale

67.2/100

Dilution Risk

74.3/100

WTRG Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Essential Utilities, Inc. (WTRG), a Utilities sector company. 13F Pro's AI-powered ranking engine scores WTRG at 70.9/100 on a 32-signal composite quality model, placing it at rank #283 of 2,879 stocks — the top 10% of the AI-ranked universe. WTRG scores in the top quartile across free cash flow (90.3), profitability (89.0). Areas of concern include institutional flow (21.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Essential Utilities, Inc. reports quarterly revenue of $861.8M, net income of $224.4M, an operating margin of 36.0%. Top institutional holders of WTRG by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. WTRG trades on the NYSE exchange and files with the SEC under CIK 78128. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WTRG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Essential Utilities, Inc. directly from SEC EDGAR. Essential Utilities, Inc.'s 13F Pro composite quality score has ranged between 8 and 76 since 2021, currently 70.9 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about Essential Utilities, Inc.

Quirks, history, and lore behind WTRG — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. regulated utility company · listed on the NYSE · headquartered in Pennsylvania · serves customers across multiple states.
2
The Numbers
Annual revenue in the low single-digit billions, with a customer base of roughly 5 million people — making it one of the largest publicly traded water and wastewater utilities in the U.S.
3
The History
Its roots trace back to 19th-century Pennsylvania water works; the modern company took shape through decades of acquisitions and rebranded under its current name around 2020.
4
The Secret
It doesn't just deliver water — it also operates a significant natural gas distribution business, making it a rare dual-utility straddling two very different pipes.
5
The Lore
The company's old identity was tied to a single state, but a major Peoples Natural Gas acquisition transformed it into a multi-state operator and prompted the rebrand to something more… essential.
6
The Giveaway
Its ticker is WTRG — a subtle nod to its water utility heritage — and its very name promises that what it delivers is, well, not optional.

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What's Driving WTRG's Business? Latest 10-Q Breakdown

AI-extracted from Essential Utilities, Inc.'s 10-Q filed 2026-05-07 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Essential Utilities Q1 2026 operating revenue grew 10% YoY to $861.8M, driven by rate increases and higher purchased gas pass-through, while net income declined 20.9% due to pre-merger expenses and tax rate normalization.

Biggest Revenue Drivers

Total revenue: $861.8M+10.0% YoY

Regulated Natural Gas$529.4M+12.5% YoY

Higher purchased gas costs passed through to customers and rate increases of $7.5M, partially offset by weather normalization adjustment.

Regulated Water$323.0M+7.4% YoY

Rate increases of $16.6M and organic volume growth of $3.4M from acquisitions and customer base expansion.

Other and Eliminations$9.4MN/A

Non-regulated operations and corporate eliminations.

Largest Expense Items

Purchased gas$238.6M+29.2% YoY

Increase in average cost of gas of $67.2M, offset by lower gas usage of $13.2M due to slight shift in customer usage pattern.

Operations and maintenance$175.8M+27.6% YoY

Pre-merger expenses of $16.3M, higher employee costs from merit increases and weather-related main breaks, and increased bad debt and contractor services.

Depreciation and amortization$110.7M+11.4% YoY

Continued capital expenditures, acquisitions of new utility systems, and implementation of new depreciation rates.

Interest expense, net$85.7M+4.7% YoY

Higher push down debt borrowings for Regulated Water segment and increased operating company debt issuances.

Watch Items from the Filing

Four pending water/wastewater acquisitions totaling $286M (including DELCORA for $276.5M) remain subject to regulatory approval and litigation; DELCORA acquisition subject to ongoing legal proceedings.
Net income declined 20.9% YoY despite revenue growth, primarily due to tax rate normalization and $16.3M pre-merger expenses; Regulated Water segment net income fell 24.7% YoY.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$861.8M

Net Income

Q1 2026

$224.4M

Free Cash Flow

Q1 2026

$265.4M

Operating Margin

Q1 2026

36.0%

ROIC

Q1 2026

2.0%

D/E Ratio

Q1 2026

1.22

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-8.8% YoY

$2.09BFY 2024

FY20 $1.46BFY21 $1.88BFY22 $2.29BFY24 $2.09B

Net Income

+28.0% YoY

$595.3MFY 2024

FY20 $284.8MFY21 $431.6MFY22 $465.2MFY24 $595.3M

Operating Income

+159.8% YoY

$1.72BFY 2024

FY20 $434.7MFY21 $602.7MFY22 $661.2MFY24 $1.72B

EPS (Diluted)

+22.6% YoY

$2.17FY 2024

FY20 $1.12FY21 $1.67FY22 $1.77FY24 $2.17

Total Assets

+14.7% YoY

$18.03BFY 2024

FY20 $13.71BFY21 $14.66BFY22 $15.72BFY24 $18.03B

Total Debt

+108.0% YoY

$14.18BFY 2024

FY20 $5.71BFY21 $6.08BFY22 $6.82BFY24 $14.18B

Op. Cash Flow

+240.7% YoY

$2.04BFY 2024

FY20 $508.0MFY21 $644.7MFY22 $600.3MFY24 $2.04B

Metric	FY 2024	FY 2022	FY 2021	FY 2020	FY 2018	FY 2017
Revenue	$2.09B -8.8%	$2.29B +21.8%	$1.88B +28.4%	$1.46B +74.5%	$838.1M +3.5%	$809.5M
Net Income	$595.3M +28.0%	$465.2M +7.8%	$431.6M +51.5%	$284.8M +48.4%	$192.0M -19.9%	$239.7M
Operating Income	$1.72B +159.8%	$661.2M +9.7%	$602.7M +38.7%	$434.7M +34.5%	$323.2M -3.2%	$333.9M
EPS (Diluted)	$2.17 +22.6%	$1.77 +6.0%	$1.67 +49.1%	$1.12 +3.7%	$1.08 -20.0%	$1.35
Total Assets	$18.03B +14.7%	$15.72B +7.2%	$14.66B +7.0%	$13.71B +96.8%	$6.96B +10.0%	$6.33B
Total Debt	$14.18B +108.0%	$6.82B +12.1%	$6.08B +6.4%	$5.71B +111.0%	$2.71B +20.0%	$2.26B
Operating Cash Flow	$2.04B +240.7%	$600.3M -6.9%	$644.7M +26.9%	$508.0M +37.9%	$368.5M -3.4%	$381.3M

AI Insight: WTRG Ratio Trends

Q1 2026 profitability rebounded sharply quarter-over-quarter, but TTM margins trail the year-ago Q1 2025 peak, signaling normalization rather than renewed acceleration.

• Operating margin recovered to 36.0% in Q1 2026 from a trough of 32.5% in Q4 2025, though still well below Q1 2025's 43.2% peak.

• ROIC jumped to 8.1% in Q1 2026 from 6.1% in Q4 2025, partially recovering toward Q1 2025's high of 9.6%.

• D/E ratio ticked up to 1.22 in Q1 2026, matching the TTM level and edging above the 1.15 readings seen in Q2–Q3 2025.

⚠ Q1 2026 NPM of 26.0% significantly undercuts Q1 2025's 36.2% — year-over-year margin compression warrants monitoring for structural deterioration.

⚠ D/E has drifted between 1.15 and 1.22 across all periods; any sustained move above 1.22 would signal rising leverage pressure.

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Available Research

13F Pro tracks comprehensive data for Essential Utilities, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WTRG

BlackRock, Inc.
$1.3B31,569,405 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$664.0M16,489,351 sh
VANGUARD CAPITAL MANAGEMENT LLC
$509.9M12,661,679 sh
STATE STREET CORP
$500.6M12,431,482 sh
NORDEA INVESTMENT MANAGEMENT AB
$301.9M7,486,456 sh
GEODE CAPITAL MANAGEMENT, LLC
$210.4M5,224,043 sh
Amundi
$182.8M4,539,553 sh
Invesco Ltd.
$171.9M4,269,638 sh
MILLENNIUM MANAGEMENT LLC
$163.6M4,062,482 sh
Pictet Asset Management Holding SA
$145.2M3,605,451 sh

Fund	Value	Shares
BlackRock, Inc.	$1.3B	31,569,405
VANGUARD PORTFOLIO MANAGEMENT LLC	$664.0M	16,489,351
VANGUARD CAPITAL MANAGEMENT LLC	$509.9M	12,661,679
STATE STREET CORP	$500.6M	12,431,482
NORDEA INVESTMENT MANAGEMENT AB	$301.9M	7,486,456
GEODE CAPITAL MANAGEMENT, LLC	$210.4M	5,224,043
Amundi	$182.8M	4,539,553
Invesco Ltd.	$171.9M	4,269,638
MILLENNIUM MANAGEMENT LLC	$163.6M	4,062,482
Pictet Asset Management Holding SA	$145.2M	3,605,451

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Is WTRG a good stock to buy?

13F Pro's AI-powered analysis of Essential Utilities, Inc. (WTRG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Utilities sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WTRG are available on the WTRG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own WTRG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WTRG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Essential Utilities, Inc.'s investment landscape.