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AWR

American States Water Co

In the published model solve dated 2026-Q2, anchored at $88.53, American States Water Co (AWR) is priced for +3.6% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.

Published model solve
+3.6% growth
Priced In
within-range

Key Takeaways

• Three businesses sit inside one ticker: a California regulated water utility that supplies 71% of revenue, a small mountain electric utility at 9%, and a contracting arm that runs water and wastewater systems on United States military bases, where revenue is ⟦recognized when services have been rendered to the U.S. government pursuant to the initial 50-year contract⟧. • The revenue safety net came off in 2024, and the annual report is blunt about the consequence: without full decoupling, ⟦reven

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Institutional ownership

362 institutional managers reported holding AWR in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 55%. 43 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 908k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.7 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

AWR's share count grew 5.9% over the past five years. It pays a dividend, and has paid one every year in our records (16 and counting), raised 15 years straight; the current rate is $1.94 a share annually. Cash returned over the past three years: $193.18M in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at AWR over the trailing three years: 2023: 4 buys totaling $241k; 2024: 4 buys totaling $243k; 2025: 3 buys totaling $81k. 18 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

AWR's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-08+2.5%-9.2%
2023-11-07-3.3%-3.1%
2024-02-22-3.3%-4.8%
2024-05-08+3.5%-3.8%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

AWR's latest 8-K filings: 2026-08-05 (items 2.02, 9.01); 2026-05-21 (items 5.02, 5.07); 2026-05-06 (items 2.02, 9.01); 2026-03-27 (items 5.02, 9.01); 2026-03-13 (items 5.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: July 25, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.