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WTRG · NASDAQ · STOCK

Essential Utilities

Utilities Updated August 09, 2026
$39.09
52W $36.11 – $42.37
52/100
$11.36B
20.4
0.63
AI Committee Verdict
Watch
52/100
Conviction: Contested · 33% agreement · 6 analysts
+0.1%
-2.8%
0.02:1
Contested

Is WTRG Bullish or Bearish?

Mixed. Innellis AI committee rates Essential Utilities (WTRG) Watch with a composite score of 52/100 , based on 6 analysts with 33% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.61 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.39 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Growth Analyst remains cautious — eps declining -16.2% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 3.6% pays you to wait — Value
  • Price structure making higher highs and higher lows — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • EPS declining -16.2% YoY despite any revenue growth — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.80 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
52/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 42%
of 45 Utilities peers
Value Analyst neutral
58 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 3.6% pays you to wait
Growth Analyst bearish
32 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -16.2% YoY despite any revenue growth
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.80 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 52.4 to 52.4.

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
57.4
Neutral
MACD Histogram
-0.049
Bearish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Mixed
Support
$38.92
Resistance
$40.05
Bollinger %B
0.69
Inside Bands
Price vs Moving Averages
EMA 9
$39.76 Below
EMA 21
$39.45 Below
EMA 50
$38.91 Above
EMA 200
$38.76 Above

Fundamental Analysis

Valuation
92
Growth
45
Profitability
65
Financial Health
32
Cash Flow
15
Valuation
P/E Ratio 20.4×
P/B Ratio 1.62×
PEG Ratio -1.29
Dividend Yield 3.42%
52W High $42.37
52W Low $36.11
Quality & Growth
ROE 898.8%
ROA 309.8%
Gross Margin 5348.2%
Operating Margin 3506.4%
Revenue Growth YoY
Debt / Equity 1.21
AI Fundamental Assessment
P/E ratio of 20.4 (inexpensive relative to a 15-40x range); Price-to-book of 1.6x; PEG ratio of -1.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 9.0%; Return on assets of 3.1%; Net margin of 21.6%; Gross margin of 53.5%; Current ratio of 0.78 (tight short-term liquidity); Debt-to-equity of 1.21; Free cash flow per share is negative (-1.80); Most recent quarter beat estimates by 0.2%; EPS growth decelerating (+68.1% -> -51.9% QoQ); Average YoY EPS growth of 0.0%; Analyst estimates falling over recent quarters
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