AVA at a glance
AVISTA CORP (AVA, SEC CIK 104918) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 19, 2026 and Form 4 insider filings as recently as September 2, 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), AVISTA CORP (AVA) reported revenue of $2.0 billion (up 1.3% from FY2024) and net income of $193.0 million. Diluted EPS was $2.38.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding AVISTA CORP (AVA) shares worth $1.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by DiLuciano Joshua D on September 2, 2026 of 3,857 shares at $37.24 per share.
- In the last 90 days, AVA insiders reported 0 open-market purchases ($0) and 2 open-market sales ($174K) on Form 4, a net sale of $174K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.0B
- +1.3% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$174K
- 13F holders
- 34 funds
- $1.9B · −1 vs prior quarter
- Latest 8-K
- Aug 19, 2026
- Item 5.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Integrated utility providing electricity and natural gas with a focus on risk management and regulatory compliance
- New emphasis on Generative Artificial Intelligence (GenAI) governance to support operational efficiency and minimize legal, security, financial, and reputational risks
- Strategic risk management led by Senior VP Energy Policy and Chief Strategy Officer, integrating financial viability with adherence to core policies and customer engagement
- Energy commodity hedging extended beyond current year; collateral deposits $26M ($12M cash, $14M letters of credit) to mitigate credit risks due to price volatility
- Long-term debt $2.774B with weighted-average fixed interest rate 4.43%, variable rate debt $52M at 4.93%, highlighting interest rate risk management efforts
Risk Factors
- Regulatory engagement with state utility commissions on rate policies under "Regulatory Matters" oversight by Board
- Climate change-induced wildfire risk mitigated via Wildfire Resiliency Plan and detailed vegetation management inspections
- Fuel cost and delivery constraints managed through energy resources risk policy including wholesale energy markets credit controls
- Emergency Operating Center trained to handle natural disaster outages, backed by physical and cybersecurity protections
- Operational risk oversight by Environmental, Technology and Operations Committee managing asset reliability and event recovery plans
Management Discussion & Analysis
- Capital expenditures $17M in 2025, expected $17M (2026), $16M (2027), $11M (2028)
- Non-regulated investments $4M in 2025, expected $7M (2026), $6M (2027-2028)
- Pension contributions $10M in 2025, expected $10M annually through 2030, total $50M
- Credit ratings: S&P BBB corporate, A- senior secured; Moody’s Baa2 corporate, A3 senior secured
- No explicit revenue or profitability data disclosed; outlook focused on regulatory compliance and environmental costs recovery through ratemaking
AI summary of the AVA 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
- Profitability margins and segment performance figures unavailable
- Cash position, operating cash flow, and capital deployment details unavailable
- Near-term outlook, guidance, and emerging headwinds unavailable
Risk Factors
- No material risk-factor changes from the 2025 Form 10-K
- Carried-forward risks could materially affect operations, financial condition, or cash flows
- SEC-reporting risk includes actual outcomes differing materially from disclosed expectations
- No director or officer adopted or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the AVA 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 5.03: Amendments to Articles of Incorporation or Bylaws
- No substantive charter or bylaw amendment disclosed in the provided Item 5.03 text
- Filing signed August 19, 2026 by Gregory C. Hesler, Avista’s corporate secretary and general counsel
Item 7.01: Regulation FD Disclosure
- Reg FD disclosure furnished under Item 7.01, limiting Exchange Act Section 18 and Securities Act liability protections
- Exhibits 99.1 and 99.2 referenced as furnished materials, not incorporated into other SEC filings
Item EX-99.1: Item EX-99.1
- Q2 GAAP net income rose to $35 million from $14 million, driven primarily by investment gains in non-regulated businesses
- Utility earnings declined to $23 million from $24 million, while year-to-date utility earnings increased to $114 million from $105 million
Item EX-99.1: Item EX-99.1
- Wildfires continue disrupting electric and natural gas service across Spokane, creating operational and customer-service risks
- Approximately 5,300 natural gas customers remain without service due to infrastructure damage, access restrictions and safety concerns
Item 8.01: Other Events
- Administrative filing signature dated August 3, 2026
- No substantive Other Events disclosure affecting Avista’s operations or shareholders
AI summaries of AVA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AVA
Don't miss the next AVA filing
- Alerts as it files. A push when AVA files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut AVA, by share count.
- Ask anything. An AI agent that reads every AVA filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| DiLuciano Joshua D | Sell | Sep 2, 2026 | 3,857 | $37.24 |
| DiLuciano Joshua D | Sell | Sep 2, 2026 | 818 | $37.25 |
| Philipps Jeffry L. | A | Sep 1, 2026 | 44 | $37.16 |
| MORRIS SCOTT L | A | Sep 1, 2026 | 44 | $37.16 |
| STANLEY HEIDI B | A | Sep 1, 2026 | 44 | $37.16 |
| BURKE DONALD C | A | Sep 1, 2026 | 44 | $37.16 |
| Widmann Janet D. | A | Sep 1, 2026 | 44 | $37.16 |
| Maw Scott Harlan | A | Sep 1, 2026 | 44 | $37.16 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.9B | $2.0B |
| Operating Income | - | $306.0M | $354.0M |
| Net Income | $171.2M | $180.0M | $193.0M |
| Op. Margin | - | 15.8% | 18.0% |
| Net Margin | - | 9.3% | 9.8% |
| Balance Sheet | |||
| Total Assets | $7.7B | $7.9B | $8.4B |
| Equity | - | $2.6B | $2.7B |
| ROE | - | 6.9% | 7.1% |
| Per Share | |||
| EPS | $2.24 | $2.29 | $2.38 |
| Cash Flow | |||
| Operating CF | - | $534.0M | $469.0M |
| CapEx | $498.6M | $533.0M | $570.0M |
Source: XBRL data in AVISTA CORP (AVA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AVA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.90B |
| Q1 2026 | 35 | $1.81B |
| Q4 2025 | 30 | $1.73B |
| Q3 2025 | 32 | $1.69B |
| Q2 2025 | 31 | $1.72B |
| Q1 2025 | 28 | $1.29B |
| Q4 2024 | 24 | $972.9M |
| Q3 2024 | 20 | $602.3M |
- BlackRock+556.3K (+4%)
- Bridgewater Associates LP+453.9K (+2509%)
- AQR Capital Management+351.5K (+100%)
- State Street Corp+246.3K (+5%)
- Two Sigma Investments+226.8K (+22%)
- WESTWOOD HOLDINGS GROUP INC−556.7K (-22%)
- Goldman Sachs Group−222.8K (-22%)
- Morgan Stanley−198.6K (-12%)
- Citadel Advisors LLC−149.7K (-91%)
- Bank of America Corp−106.5K (-26%)
- Mangrove Partners−12.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 234 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AVA 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 |
|---|---|---|---|---|
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| 8-K | May 13, 2026 | - | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - |
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AVA SEC filings: frequently asked questions
Are AVA insiders buying or selling?
In the last 90 days, AVISTA CORP (AVA) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $174,098 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AVA stock?
As of June 30, 2026, the largest AVISTA CORP (AVA) holders among the 13F filers tracked by SignalX were BlackRock ($605.4 million), Vanguard Portfolio Management LLC ($294.8 million), State Street Corp ($220.5 million), Vanguard Capital Management LLC ($153.9 million), WESTWOOD HOLDINGS GROUP INC ($81.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AVA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), AVISTA CORP (AVA) reported revenue of $2.0 billion (up 1.3% from FY2024) and net income of $193.0 million. Diluted EPS was $2.38. The figures come from the XBRL data in the 10-K.
What are the main risks in AVA's latest 10-K?
In the 10-K filed February 25, 2026, AVISTA CORP (AVA) flagged: Regulatory engagement with state utility commissions on rate policies under "Regulatory Matters" oversight by Board. Climate change-induced wildfire risk mitigated via Wildfire Resiliency Plan and detailed vegetation management inspections. (AI summary of the Risk Factors section.)
What did AVA report in its latest 8-K?
AVISTA CORP (AVA) filed an 8-K on August 19, 2026 reporting Item 5.03 (Amendments to Articles of Incorporation or Bylaws). No substantive charter or bylaw amendment disclosed in the provided Item 5.03 text.
What are the latest AVA SEC filings?
AVISTA CORP (AVA) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 19, 2026 and a Form 4 insider filing on September 2, 2026.
What is AVA's SEC CIK number?
AVISTA CORP (AVA)'s SEC Central Index Key (CIK) is 104918. EDGAR lists every AVA filing under that number.
Ask anything about AVA
The research agent reads AVA's filings, financials, insider trades and 13F holders, then answers with sources.