What is the 13F Pro Quality Score for CWT?

13F Pro ranks CALIFORNIA WATER SERVICE GROUP (CWT) 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 CWT's current score at https://13fpro.ai/company/CWT (free sign-up required for the full ranking).

Where does 13F Pro source CWT data?

All CALIFORNIA WATER SERVICE GROUP fundamentals and ownership data come directly from SEC EDGAR. CALIFORNIA WATER SERVICE GROUP files with the SEC under CIK 1035201. 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 CWT in?

CALIFORNIA WATER SERVICE GROUP (CWT) 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 CWT's revenue?

Per CALIFORNIA WATER SERVICE GROUP's latest 10-Q filed with the SEC on 2026-07-30, the biggest revenue drivers are: Residential ($153.4M, +8.1% YoY); Business ($51.7M, +7.6% YoY); Other ($28.6M, +10.5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CWT.

What are CWT's largest expenses?

CALIFORNIA WATER SERVICE GROUP's latest 10-Q reports these as the largest expense items: Water production costs ($91.8M, +7.4% YoY); Administrative and general ($36.2M, +8.7% YoY); Depreciation and amortization ($29.5M, -18.0% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is CWT research updated on 13F Pro?

CWT'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.

CALIFORNIA WATER SERVICE GROUP(CWT)Stock Analysis

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Utilities →NYSEmid

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SEC EDGAR: CIK 1035201 CWT stock profile & AI dashboard →

13F Pro Quality Score

63.4/100

Rank #629 of 2,961 stocksTOP 25%

View Utilities peers →

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

Revenue Growth

59.0/100

Profitability

68.9/100

Balance Sheet

55.5/100

Earnings Quality

66.9/100

Free Cash Flow

86.2/100

Institutional Flow

69.7/100

Revenue Scale

49.9/100

Dilution Risk

74.4/100

Email me the moment this company reports earnings

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Why CWT Scores 63/100

exact factor attribution · 2026-09-11

CWT's composite is driven by free cash flow and profitability, held back by earnings growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+5.4 pts

86th pct

Profitability

+2.8 pts

69th pct

Revenue growth

+1.8 pts

59th pct

Earnings quality

+1.7 pts

67th pct

Shareholder dilution

+1.2 pts

74th pct

Institutional flow

+1.0 pts

70th pct

Capital efficiency

+0.6 pts

56th pct

Scale

-0.0 pts

50th pct

Earnings growth

-1.1 pts

28th pct

Latest change (2026-08-02): 64 → 60 · ↓ Revenue growth 71→50; ↓ Earnings growth 62→34; despite ↑ Profit margin 62→73

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

CWT Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for CALIFORNIA WATER SERVICE GROUP (CWT), a Utilities sector company. 13F Pro's AI-powered ranking engine scores CWT at 63.4/100 on a 32-signal composite quality model, placing it at rank #629 of 2,961 stocks — the top 25% of the AI-ranked universe. CWT scores in the top quartile across free cash flow (86.2). Based on the latest XBRL financial filings (Q2 2026), CALIFORNIA WATER SERVICE GROUP reports quarterly revenue of $278.0M, net income of $56.5M. Top institutional holders of CWT by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, T. Rowe Price Investment Management, based on the most recent SEC filings. CWT trades on the NYSE exchange and files with the SEC under CIK 1035201. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CWT 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 CALIFORNIA WATER SERVICE GROUP directly from SEC EDGAR. CALIFORNIA WATER SERVICE GROUP's 13F Pro composite quality score has ranged between 42 and 69 since 2021, currently 63.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

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

AI-extracted from CALIFORNIA WATER SERVICE GROUP's 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue from contracts with customers rose to $278.0M (+8.5% YoY) and net income attributable to the Company rose to $56.5M, driven by the retroactive 2024 CA General Rate Case decision and $15.3M of one-time IRMA catch-up revenue.

Biggest Revenue Drivers

Residential$153.4M+8.1% YoY

Business$51.7M+7.6% YoY

Biggest Revenue Drivers

Total revenue: $278.0M+8.5% YoY

Residential$153.4M+8.1% YoY

Business$51.7M+7.6% YoY

Other$28.6M+10.5% YoY

Includes changes to accrued and unbilled revenue

Multiple residential$22.6M+8.8% YoY

Public authorities$15.2M+17.0% YoY

Largest Expense Items

Water production costs$91.8M+7.4% YoY

Primarily due to an increase in wholesale rates

Administrative and general$36.2M+8.7% YoY

Higher consulting services and other general corporate expenses

Depreciation and amortization$29.5M-18.0% YoY

Lower depreciation rates in California approved in the 2024 CA GRC

Margins: Net operating income rose to $70.9M from $51.8M as the retroactive 2024 CA GRC rate increase and $15.3M of IRMA catch-up revenue outpaced higher water production, administrative, and other operations costs; lower GRC-approved depreciation rates further aided margins.

Watch Items from the Filing

The 2024 CA GRC decision (approved April 30, 2026) authorizes ~$90.5M of 2026 revenue increases retroactive to January 1 and $1.45B of infrastructure investment through 2027.
Q2 2026 results include $9.3M of previously deferred WRAM revenue and $15.3M of IRMA catch-up revenue, non-recurring items that inflate the quarter's growth rate.
Pending acquisitions of Nexus's Nevada/Oregon systems (~$218.0M) and the remaining BVRT interests ($45.0M) still require state regulatory approvals before closing.
Short-term borrowings rose to $205.0M from $130.0M at year-end 2025 to help fund $276.4M of six-month utility capital expenditures.
Company estimates $269.1M of capital investment to comply with current PFAS drinking water regulation, partly offset by $18.5M of PFAS settlement proceeds received in Q2 2026 with further installments expected through 2033.

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

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

Revenue

Q2 2026

$278.0M

Net Income

Q2 2026

$56.5M

ROIC

Q2 2026

8.1%

D/E Ratio

Q2 2026

0.93

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+6.4% YoY

$963.7MFY 2025

FY22 $772.6MFY23 $790.3MFY24 $905.6MFY25 $963.7M

Net Income

-32.8% YoY

$128.2MFY 2025

FY22 $96.0MFY23 $51.9MFY24 $190.8MFY25 $128.2M

Operating Income

-24.3% YoY

$170.4MFY 2025

FY22 $127.7MFY23 $77.1MFY24 $225.1MFY25 $170.4M

EPS (Diluted)

-33.8% YoY

$2.15FY 2025

FY22 $1.77FY23 $0.91FY24 $3.25FY25 $2.15

Total Assets

+9.5% YoY

$5.67BFY 2025

FY22 $3.85BFY23 $4.60BFY24 $5.18BFY25 $5.67B

Total Debt

+5.4% YoY

$1.61BFY 2025

FY22 $1.13BFY23 $1.23BFY24 $1.53BFY25 $1.61B

Op. Cash Flow

+4.0% YoY

$302.6MFY 2025

FY22 $243.8MFY23 $217.8MFY24 $290.9MFY25 $302.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$963.7M +6.4%	$905.6M +14.6%	$790.3M +2.3%	$772.6M +0.9%	$765.7M +9.8%	$697.6M
Net Income	$128.2M -32.8%	$190.8M +267.6%	$51.9M -45.9%	$96.0M -5.1%	$101.1M +4.4%	$96.8M
Operating Income	$170.4M -24.3%	$225.1M +191.8%	$77.1M -39.6%	$127.7M +0.7%	$126.8M -7.2%	$136.7M
EPS (Diluted)	$2.15 -33.8%	$3.25 +257.1%	$0.91 -48.6%	$1.77 -9.7%	$1.96 -0.5%	$1.97
Total Assets	$5.67B +9.5%	$5.18B +12.7%	$4.60B +19.3%	$3.85B +6.3%	$3.62B +6.7%	$3.39B
Total Debt	$1.61B +5.4%	$1.53B +23.7%	$1.23B +9.4%	$1.13B +2.5%	$1.10B -5.2%	$1.16B
Operating Cash Flow	$302.6M +4.0%	$290.9M +33.5%	$217.8M -10.6%	$243.8M +5.2%	$231.7M +96.5%	$117.9M

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Available Research

13F Pro tracks comprehensive data for CALIFORNIA WATER SERVICE GROUP 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 CWT

BlackRock, Inc.
$523.3M10,755,498 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$213.1M4,379,671 sh
T. Rowe Price Investment Management, Inc.
$171.1M3,517,105 sh
Amundi
$169.7M3,486,859 sh
STATE STREET CORP
$158.9M3,266,850 sh
VANGUARD CAPITAL MANAGEMENT LLC
$130.9M2,690,663 sh
ATLAS Infrastructure Partners (UK) Ltd.
$96.6M1,984,605 sh
GEODE CAPITAL MANAGEMENT, LLC
$75.7M1,555,391 sh
FIRST TRUST ADVISORS LP
$63.2M1,300,055 sh
FMR LLC
$62.3M1,281,406 sh

Fund	Value	Shares
BlackRock, Inc.	$523.3M	10,755,498
VANGUARD PORTFOLIO MANAGEMENT LLC	$213.1M	4,379,671
T. Rowe Price Investment Management, Inc.	$171.1M	3,517,105
Amundi	$169.7M	3,486,859
STATE STREET CORP	$158.9M	3,266,850
VANGUARD CAPITAL MANAGEMENT LLC	$130.9M	2,690,663
ATLAS Infrastructure Partners (UK) Ltd.	$96.6M	1,984,605
GEODE CAPITAL MANAGEMENT, LLC	$75.7M	1,555,391
FIRST TRUST ADVISORS LP	$63.2M	1,300,055
FMR LLC	$62.3M	1,281,406

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Is CWT a good stock to buy?

13F Pro's AI-powered analysis of CALIFORNIA WATER SERVICE GROUP (CWT) 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 CWT are available on the CWT 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. CWT is classified as a mid company.

Which hedge funds own CWT?

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 CWT. 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 CALIFORNIA WATER SERVICE GROUP's investment landscape.