UTL at a glance
UNITIL CORP (UTL, SEC CIK 755001) filed its latest 10-K annual report on February 9, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as October 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), UNITIL CORP (UTL) reported revenue of $536.0 million (up 8.3% from FY2024) and net income of $50.2 million. Diluted EPS was $2.97.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding UNITIL CORP (UTL) shares worth $444.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $536.0M
- +8.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $444.9M · +3 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Regulated local distribution of electricity and natural gas to 215,100 customers in NH, MA, and ME
- New segment: Unitil Water Corp. established in 2025 with no activity yet
- Strategic shift: Unitil Power ceased wholesale supply to Unitil Energy following industry restructuring
- Investment in net utility plant $1.8 billion at 12/31/25; operating revenue $536.0 million in 2025
- Solar facility on Unitil Realty land became operational in May 2025
Risk Factors
- Interest rate risk on $25M short-term debt, 1% rate change impacts $250K annual interest expense
- Commodity price risk largely mitigated by regulatory pass-through of supply costs in rates
- Regulatory framework ensures full collection of electric and natural gas supply costs, limiting exposure
Management Discussion & Analysis
- No forward-looking guidance or risk factors mentioned
- Equity compensation plan shares available: 310,433 as of December 31, 2025
AI summary of the UTL 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
- No actual profitability or margin percentages disclosed in supplied text
- Net utility plant $1.9 billion at June 30, 2026
Risk Factors
- New water-sector risk triggered by AWC-NH and Abenaki acquisitions
- Regulatory risk from environmental, water-quality, and health-and-safety requirements
- Operational risk from potential water-network failure
- Supply risk from limitations on available water supplies
- Financial risk from significant losses, liabilities, or impairments affecting results or financial position
AI summary of the UTL 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 1.01: Entry into a Material Definitive Agreement
- $60M senior unsecured debt issuance: $27M at 5.42% due September 24, 2031 and $33M at 5.79% due September 24, 2036
- Proceeds supporting utility-subsidiary capital contributions, existing-debt refinancing and general corporate purposes
Item 7.01: Regulation FD Disclosure
- Acquisition of AWC-NH and Abenaki completed, marking Unitil’s expansion through regulated utility assets
- Completion announcement contained in Exhibit 99.1, with transaction details and strategic implications for investors
Item 1.01: Entry into a Material Definitive Agreement
- Acquisition scope narrowed to AWC-NH and Abenaki, removing AWC-MA from Unitil’s purchase obligations
- $50.0 million Tranche B facility supports the AWC-NH and Abenaki acquisitions, with $42.7 million borrowed June 30, 2026
Item 8.01: Other Events
- Unitil completed acquisition of AWC-NH and Abenaki from Seller on June 30, 2026
- Total cash consideration approximately $42.7 million, including $42.1 million stock purchase price
Item EX-99.1: Item EX-99.1
- Completed $55.8 million acquisition of two New Hampshire water utilities from Aquarion Water Authority
- Added approximately 11,000 customers, 150 miles of mains, and $47.0 million estimated rate base
Item 1.01: Entry into a Material Definitive Agreement
- Termination date extended to June 30, 2026 from May 25, 2026
- Acquisition scope unchanged: Massachusetts, New Hampshire and Abenaki water subsidiaries
AI summaries of UTL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UTL
Don't miss the next UTL filing
- Alerts as it files. A push when UTL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut UTL, by share count.
- Ask anything. An AI agent that reads every UTL 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 |
|---|---|---|---|---|
| WHITELEY DAVID A | A | Oct 1, 2026 | 2,272 | - |
| Vogel Justine | A | Oct 1, 2026 | 2,272 | - |
| Foster Suzanne | A | Oct 1, 2026 | 2,272 | - |
| Brown Winfield S | A | Oct 1, 2026 | 2,272 | - |
| Lewis-Raymond Jane | A | Oct 1, 2026 | 2,272 | - |
| Kountze Katherine | A | Oct 1, 2026 | 2,272 | - |
| Awad Neveen F | A | Oct 1, 2026 | 2,272 | - |
| Alonzo Anne L. | A | Oct 1, 2026 | 2,272 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $494.8M | $536.0M |
| Operating Income | - | $90.6M | $101.2M |
| Net Income | $45.2M | $47.1M | $50.2M |
| Op. Margin | - | 18.3% | 18.9% |
| Net Margin | - | 9.5% | 9.4% |
| Balance Sheet | |||
| Total Assets | $1.7B | $1.8B | $2.1B |
| Equity | - | $512.5M | $609.6M |
| ROE | - | 9.2% | 8.2% |
| Per Share | |||
| EPS | $2.82 | $2.93 | $2.97 |
| Cash Flow | |||
| Operating CF | - | $125.9M | $131.3M |
| CapEx | $141.0M | $169.9M | $185.1M |
Source: XBRL data in UNITIL CORP (UTL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UTL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $444.9M |
| Q1 2026 | 29 | $420.1M |
| Q4 2025 | 28 | $408.6M |
| Q3 2025 | 30 | $416.7M |
| Q2 2025 | 28 | $403.3M |
| Q1 2025 | 27 | $276.6M |
| Q4 2024 | 23 | $210.0M |
| Q3 2024 | 19 | $147.1M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 216 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UTL 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 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 8-K | May 27, 2026 | - | Analysis | |
| 8-K | May 15, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Feb 24, 2026 | - | Analysis | - |
| 10-K | Feb 9, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 2, 2026 | - | - | |
| 4 | Jan 29, 2026 | - | - | |
| 4 | Jan 29, 2026 | - | - | |
| 4 | Jan 29, 2026 | - | - |
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UTL SEC filings: frequently asked questions
Which institutions hold UTL stock?
As of June 30, 2026, the largest UNITIL CORP (UTL) holders among the 13F filers tracked by SignalX were BlackRock ($152.4 million), Vanguard Capital Management LLC ($42.3 million), State Street Corp ($41.2 million), Vanguard Portfolio Management LLC ($26.7 million), JPMorgan Chase & Co ($25.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UTL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), UNITIL CORP (UTL) reported revenue of $536.0 million (up 8.3% from FY2024) and net income of $50.2 million. Diluted EPS was $2.97. The figures come from the XBRL data in the 10-K.
What are the main risks in UTL's latest 10-K?
In the 10-K filed February 9, 2026, UNITIL CORP (UTL) flagged: Interest rate risk on $25M short-term debt, 1% rate change impacts $250K annual interest expense. Commodity price risk largely mitigated by regulatory pass-through of supply costs in rates. (AI summary of the Risk Factors section.)
What did UTL report in its latest 8-K?
UNITIL CORP (UTL) filed an 8-K on September 29, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). $60M senior unsecured debt issuance: $27M at 5.42% due September 24, 2031 and $33M at 5.79% due September 24, 2036.
What are the latest UTL SEC filings?
UNITIL CORP (UTL) filed its latest 10-K annual report on February 9, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on October 2, 2026.
What is UTL's SEC CIK number?
UNITIL CORP (UTL)'s SEC Central Index Key (CIK) is 755001. EDGAR lists every UTL filing under that number.
Ask anything about UTL
The research agent reads UTL's filings, financials, insider trades and 13F holders, then answers with sources.