Every material Form 8-K American Water Works filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On November 2, 2026, American Water, Essential Utilities and certain affiliates filed a Stipulation of Settlement in the New Jersey Board of Public Utilities proceeding on their proposed merger. The stipulation was entered into with all parties, including NJBPU staff and the New Jersey Division of Rate Counsel, and was posted to the NJBPU website as of November 5, 2026. It remains subject to review and approval by the NJBPU, and the filing does not describe the settlement terms.
Merger Agreement with Essential Utilities entered into October 26, 2025, with Essential Utilities surviving as a wholly owned subsidiary of American Water
Stipulation of Settlement filed in the NJBPU proceeding on November 2, 2026, with all parties, including NJBPU staff and the New Jersey Division of Rate Counsel
Stipulation posted to the NJBPU website as of November 5, 2026, and subject to NJBPU review and approval
American Water reported third-quarter 2026 adjusted EPS of $2.00, up from $1.89 a year earlier, while GAAP EPS was flat at $1.94. The company narrowed its 2026 adjusted EPS guidance to the top half of its range and initiated 2027 standalone adjusted EPS guidance of $6.53 to $6.63, which it said reflects 8% growth at the midpoint.
Q3 2026 operating revenues were $1,510 million, up from $1,451 million in Q3 2025; net income attributable to shareholders was $387 million, up from $379 million.
Q3 2026 GAAP EPS was $1.94, flat with 2025; adjusted EPS was $2.00 vs. $1.89.
2026 adjusted EPS guidance narrowed to $6.07 to $6.12 from $6.02 to $6.12.
Company expects to close the proposed merger with Essential Utilities by the end of Q1 2027; three states have approved it.
American Water reported second-quarter 2026 GAAP earnings of $1.61 per share, up from $1.48 a year earlier, and revenue of $1,355 million, up from $1,276 million. The company affirmed its 2026 adjusted EPS guidance of $6.02 to $6.12 and its long-term targets, which matters to shareholders because the results improved and the outlook was unchanged.
Q2 2026 GAAP EPS was $1.61 versus $1.48 in Q2 2025; adjusted EPS was $1.61 versus $1.49
Year-to-date 2026 GAAP EPS was $2.61 versus $2.53; Q2 net income was $315 million versus $289 million
2026 adjusted EPS guidance of $6.02 to $6.12 and long-term EPS and dividend growth targets of 7-9% were affirmed
Board declared a quarterly dividend of $0.8950 per share, payable September 1, 2026
Kentucky American Water, a wholly owned subsidiary, filed a request with the Kentucky Public Service Commission on May 15, 2026 seeking $17.7 million in aggregate annualized incremental revenue, with interim rates proposed from December 16, 2026 and subject to refund. The request is driven mainly by about $108 million of capital to be invested in 2027, and the rate case is expected to conclude by the end of the first quarter of 2027. At the May 13, 2026 annual meeting, shareholders also elected all 10 director nominees and approved several compensation plan and charter amendments.
Requested incremental revenue of $17.7 million, based on a proposed 10.75% return on equity and a 52.29% common equity component.
Interim rates proposed to begin December 16, 2026, subject to refund; the general rate case is expected to be completed by the end of Q1 2027.
At the May 13, 2026 annual meeting, all 10 director nominees were elected, with 177,886,133 shares (91.1%) represented.
Officer exculpation charter amendment took effect May 14, 2026; amended equity and employee stock purchase plans are effective January 1 and February 5, 2027.
American Water reported first-quarter 2026 GAAP earnings of $1.00 per share, down from $1.05 a year earlier, and adjusted EPS of $1.01 versus $1.02. Operating revenues rose to $1.207 billion from $1.142 billion, but higher costs and interest expense left net income at $196 million compared with $205 million. The company affirmed its 2026 adjusted EPS guidance of $6.02 to $6.12 and its 7% to 9% long-term growth targets, and it declared a higher quarterly dividend.
GAAP EPS was $1.00 for the quarter ended March 31, 2026, versus $1.05 a year earlier; adjusted EPS was $1.01 versus $1.02
Operating revenues were $1.207 billion versus $1.142 billion; net income attributable to common shareholders was $196 million versus $205 million
2026 adjusted EPS guidance of $6.02 to $6.12 was affirmed; it excludes merger transaction costs with Essential Utilities
Quarterly dividend of $0.8950 per share declared April 29, 2026, payable June 2, 2026, an 8.2% increase
American Water reported fourth-quarter 2025 adjusted earnings of $1.24 per share, up from $1.15 a year earlier, and full-year adjusted earnings of $5.64 per share, up from $5.18. The company affirmed its 2026 adjusted EPS guidance of $6.02 to $6.12 and its 7-9% long-term EPS and dividend growth targets, which exclude pending merger transaction costs and weather effects. Full-year GAAP diluted EPS was $5.69, compared with $5.39 in 2024.
Full-year 2025 operating revenues were $5,140 million, up from $4,684 million in 2024; fourth-quarter revenues were $1,271 million, up from $1,201 million.
Fourth-quarter 2025 GAAP diluted EPS was $1.22, flat with the prior-year quarter; full-year GAAP net income was $1,111 million, up from $1,051 million.
The company invested $3.2 billion in capital in 2025 and repaid the $795 million HOS secured seller note in full on February 13, 2026.
Shareholders of American Water and Essential Utilities approved the pending merger proposals on February 10, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every American Water Works filing is on SEC EDGAR ↗. 8-K briefs of other companies →