AWK at a glance
American Water Works (AWK, SEC CIK 1410636) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as May 13, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), American Water Works (AWK) reported revenue of $5.1 billion (up 10.1% from FY2024) and net income of $1.1 billion. Diluted EPS was $5.69.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding American Water Works (AWK) shares worth $11.7 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.1B
- +10.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 43 funds
- $11.7B · −1 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk: Conflicting interpretations under 2009 Carmel River diversion Order by MPWMD and SWRCB risk fines and penalties for Cal Am
- Geopolitical/macroeconomic threat: MPWMD lawsuit seeks eminent domain of Monterey system assets serving ~40,000 customers, $448.8 million offer rejected
- Operational/supply chain vulnerability: Delays and permit challenges for Water Supply Project desalination plant may threaten commissioning by late 2029
- Competitive/market disruption risk: MPWMD pursuing acquisition of Cal Am’s Monterey system assets, projecting reduced revenue requirements and water bills
- Financial risk: Cal Am has $324 million cumulative Water Supply Project costs, uncertain cost recovery under CPUC decisions
Business Overview
- Core business model: Water and wastewater utility services
- No new products, services, or segments introduced or emphasized this year
- Emphasis on corporate governance with updates in Code of Ethics and Insider Trading Policy posted on company website
- Proxy Statement incorporation for executive compensation, ownership, and independence matters
- No notable operational metrics or strategic shifts disclosed in this filing year
Management Discussion & Analysis
- Revenue $4,723M in 2025, up $427M (10%) YoY primarily from $406M rate increases and $49M acquisitions/organic growth
- Operating margin ~24.1% (Net income $1,137M / Revenue $4,723M) vs ~24.8% in 2024 (1,065/4,296)
- Best segment: Regulated Businesses Water services revenue $4,233M in 2025, up $360M (9.3%) YoY; Worst segment: Other segment net loss $26M vs $14M
- Operating & maintenance expense $1,642M up $125M; Depreciation $883M up $111M; Interest expense rose $34M; Capital investment driving rate base growth
- Management notes new tax legislation (OBBB Act) no material impact; regulatory changes in CA, VA, IN, MO may affect future rate cases and infrastructure recovery
AI summary of the AWK 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Outlook limited to forward-looking statement risk warnings and potential material result deviations
Risk Factors
- No Risk Factors section provided; substantive quarter-specific risk changes cannot be assessed
- Acquisition integration exposure from Gordon’s Corner Water Company merger completed July 27, 2026
- Equity dilution risk from issuance of 350,652 treasury shares to former GCW shareholders
- Debt refinancing exposure from 4.625% Senior Notes due 2029
- Regulatory compliance risk from reliance on Section 4(a)(2) and Rule 10b-18 securities exemptions
AI summary of the AWK 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Joint settlement filed September 15, 2026 in Pennsylvania merger approval proceeding
- Settlement includes PaPUC enforcement, consumer advocate, small-business advocate and other parties
Item 8.01: Other Events
- AWCC issued $500 million of 5.550% senior notes due 2033, increasing long-term debt at American Water
- $496.6 million net proceeds received after underwriting discounts, before offering expenses
Item 8.01: Other Events
- NJBPU approved $68 million annualized revenue increase, effective September 15, 2026
- Approval materially below New Jersey American Water’s updated $145 million request
Item EX-99.1: Item EX-99.1
- BPU-approved $68 million annual revenue increase effective September 15, 2026, strengthening New Jersey American Water’s regulated earnings base
- Rate authorization supports more than $1.4 billion in infrastructure upgrades, including nearly 120 miles of main replacement or rehabilitation
AI summaries of AWK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AWK
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kurz Karl F | A | May 13, 2026 | 2,159 | - |
| Nathoo Raffiq | A | May 13, 2026 | 1,374 | - |
| Marberry Michael | A | May 13, 2026 | 1,374 | - |
| Kurz Karl F | A | May 13, 2026 | 2,159 | - |
| KAMPLING PATRICIA L | A | May 13, 2026 | 1,374 | - |
| Edwards Jeffrey N | A | May 13, 2026 | 1,374 | - |
| Havanec Laurie P. | A | May 13, 2026 | 1,374 | - |
| MCGUIGAN STUART M | A | May 13, 2026 | 1,374 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.7B | $5.1B |
| Operating Income | - | $1.7B | $1.9B |
| Net Income | $944.0M | $1.1B | $1.1B |
| Op. Margin | - | 36.9% | 36.7% |
| Net Margin | - | 22.6% | 21.7% |
| Balance Sheet | |||
| Total Assets | $30.3B | $32.8B | $35.4B |
| Equity | - | $10.3B | $10.8B |
| ROE | - | 10.2% | 10.3% |
| Per Share | |||
| EPS | $4.90 | $5.39 | $5.69 |
| Cash Flow | |||
| Operating CF | - | $2.0B | $2.1B |
| CapEx | $2.6B | $2.9B | $3.1B |
Source: XBRL data in American Water Works (AWK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AWK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $11.67B |
| Q1 2026 | 44 | $11.64B |
| Q4 2025 | 43 | $10.99B |
| Q3 2025 | 45 | $12.60B |
| Q2 2025 | 41 | $12.14B |
| Q1 2025 | 41 | $9.03B |
| Q4 2024 | 34 | $6.50B |
| Q3 2024 | 31 | $3.75B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 322 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AWK filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 8-K | Jul 6, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| SC 13G | May 15, 2026 | - | - | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - |
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AWK SEC filings: frequently asked questions
Which institutions hold AWK stock?
As of June 30, 2026, the largest American Water Works (AWK) holders among the 13F filers tracked by SignalX were BlackRock ($2.7 billion), Vanguard Capital Management LLC ($1.7 billion), State Street Corp ($1.6 billion), Vanguard Portfolio Management LLC ($1.5 billion), JPMorgan Chase & Co ($664.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AWK's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), American Water Works (AWK) reported revenue of $5.1 billion (up 10.1% from FY2024) and net income of $1.1 billion. Diluted EPS was $5.69. The figures come from the XBRL data in the 10-K.
What are the main risks in AWK's latest 10-K?
In the 10-K filed February 18, 2026, American Water Works (AWK) flagged: Regulatory risk: Conflicting interpretations under 2009 Carmel River diversion Order by MPWMD and SWRCB risk fines and penalties for Cal Am. Geopolitical/macroeconomic threat: MPWMD lawsuit seeks eminent domain of Monterey system assets serving ~40,000 customers, $448.8 million offer rejected. (AI summary of the Risk Factors section.)
What did AWK report in its latest 8-K?
American Water Works (AWK) filed an 8-K on September 17, 2026 reporting Item 8.01 (Other Events). Joint settlement filed September 15, 2026 in Pennsylvania merger approval proceeding.
What are the latest AWK SEC filings?
American Water Works (AWK) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on May 13, 2026.
What is AWK's SEC CIK number?
American Water Works (AWK)'s SEC Central Index Key (CIK) is 1410636. EDGAR lists every AWK filing under that number.
Ask anything about AWK
The research agent reads AWK's filings, financials, insider trades and 13F holders, then answers with sources.