WTS at a glance
WATTS WATER TECHNOLOGIES INC (WTS, SEC CIK 795403) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as September 8, 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), WATTS WATER TECHNOLOGIES INC (WTS) reported revenue of $2.4 billion (up 8.3% from FY2024) and net income of $340.8 million. Diluted EPS was $10.17.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding WATTS WATER TECHNOLOGIES INC (WTS) shares worth $4.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Melhem Elie on September 4, 2026 of 1,096 shares at $359.55 per share.
- In the last 90 days, WTS insiders reported 0 open-market purchases ($0) and 4 open-market sales ($1.7M) on Form 4, a net sale of $1.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.4B
- +8.3% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$1.7M
- 13F holders
- 35 funds
- $4.3B · −2 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: supplier of products and solutions managing fluid and energy flow in buildings across commercial, industrial, and residential markets globally
- Strategic emphasis on excess and obsolete inventory reserve, valuing $73.6M on $524.3M total inventories as of Dec 31, 2025, reflecting inventory risk management focus
- Significant increase in goodwill to $859.0M in 2025 from $715.0M in 2024, indicating recent acquisitions backing growth strategy
- Net sales $2.44B in 2025, up 8.3% YoY, with net income rising to $340.8M from $291.2M, demonstrating strong financial growth
- Noteworthy audit focus on inventory valuation due to rapid changes in product demand and technological shifts impacting reserves
Risk Factors
- Tariffs impact operating income with inflation and higher restructuring costs in 2025 offsetting gains
- Europe segment exposure with lower sales volume reducing organic growth despite Americas and APMEA increases
- Supply chain risk from prior restructuring actions affecting productivity and cost savings realization
- Competitor disruption risk not disclosed; reliance on organic price increments and acquisitions for growth
- No specified financial leverage or key-person risk detailed in provided text
Management Discussion & Analysis
- Revenue $2,438.5M, up 8.3% YoY; Americas best at $1,847.4M (+11.0%), Europe down $2.6M (-0.6%)
- Gross margin 49.5% vs 47.2% YoY; Operating margin approx. 18.4% (segment earnings/ net sales) up from prior year
- Best segment Americas operating income $452.2M (+19.5%), worst Europe $59.8M (+1.7%) despite sales decline
- Operating cash flow $402.0M, capex approx. $50-60M planned for 2026, dividends $66.9M paid in 2025, $16.0M stock buybacks
- Management expects sufficient cash and credit, continued repurchases, ~$25-30M SAP investment; risks include inflation, tariffs, restructuring costs
AI summary of the WTS 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 28, 2026
Management Discussion & Analysis
- Q2 revenue $763.2M, up $119.5M or 18.6% YoY
- Gross margin 49.0% vs 50.6% YoY; operating income $154.0M vs $135.3M
- Best segment APMEA sales $53.6M, up 56.7%; worst Europe sales $124.6M, up 12.3%
- Cash balance lower, with interest income down $0.6M from lower cash balances
- Headwinds from tariffs, inflation, mixed construction indicators, Middle East conflict and geopolitical uncertainty
Risk Factors
- No material changes to 10-K risk factors for year ended December 31, 2025
- No newly triggered risk factor identified in the second quarter ended June 28, 2026
- Regulatory, legal, and compliance risks unchanged from the 2025 Form 10-K
- Operational, competitive, and market risks unchanged from the 2025 Form 10-K
- Financial risks, including liquidity, debt maturities, currency exposure, and concentration, unchanged from the 2025 Form 10-K
AI summary of the WTS 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 5.02: Departure/Appointment of Directors or Principal Officers
- Kenneth R. Lepage announced retirement effective March 31, 2027
- Departure affects General Counsel, Chief Sustainability Officer, Chief Compliance Officer and Secretary roles
Item EX-99.1: Item EX-99.1
- General Counsel, Chief Compliance Officer and Chief Sustainability Officer Kenneth R. Lepage retiring March 31, 2027
- Successor search underway, creating a future leadership transition across legal, compliance and sustainability functions
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended June 28, 2026 results announced on August 5, 2026
- Full financial results contained in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q2 sales $763.2M, up 19% reported and 12.2% organically, driven by pricing, volume, acquisitions, and data-center demand
- Diluted EPS $3.53, up 17%; adjusted EPS $3.66, up 18%, despite operating-margin compression from tariffs, inflation, and acquisition dilution
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected for terms through the 2027 annual meeting
- Executive compensation approved advisory basis with 98.2% affirmative support
AI summaries of WTS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WTS
Don't miss the next WTS filing
- Alerts as it files. A push when WTS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut WTS, by share count.
- Ask anything. An AI agent that reads every WTS filing and answers with sources.
WTS alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Melhem Elie | Sell | Sep 4, 2026 | 1,096 | $359.55 |
| Noonan Joseph T | Sell | Sep 1, 2026 | 1,466 | $353.63 |
| Noonan Joseph T | Sell | Sep 1, 2026 | 918 | $352.62 |
| Noonan Joseph T | Sell | Sep 1, 2026 | 1,266 | $354.62 |
| HORNE TIMOTHY P | G | Aug 20, 2026 | 3,650 | - |
| Noonan Joseph T | C | Aug 20, 2026 | 3,650 | - |
| Noonan Joseph T | C | Aug 20, 2026 | 3,650 | - |
| Noonan Joseph T | G | Aug 20, 2026 | 3,650 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.3B | $2.4B |
| Gross Profit | - | $1.1B | $1.2B |
| Operating Income | - | $390.4M | $448.1M |
| Net Income | - | $291.2M | $340.8M |
| Gross Margin | - | 47.2% | 49.5% |
| Op. Margin | - | 17.3% | 18.4% |
| Net Margin | - | 12.9% | 14.0% |
| Balance Sheet | |||
| Total Assets | $2.3B | $2.4B | $2.9B |
| Equity | $1.5B | $1.7B | $2.0B |
| ROE | - | 17.1% | 16.8% |
| Per Share | |||
| EPS | - | $8.69 | $10.17 |
| Cash Flow | |||
| Operating CF | - | $361.1M | $402.0M |
| CapEx | - | $35.3M | $45.7M |
Source: XBRL data in WATTS WATER TECHNOLOGIES INC (WTS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WTS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $4.25B |
| Q1 2026 | 37 | $3.50B |
| Q4 2025 | 32 | $3.32B |
| Q3 2025 | 33 | $3.42B |
| Q2 2025 | 32 | $2.85B |
| Q1 2025 | 29 | $1.47B |
| Q4 2024 | 25 | $1.32B |
| Q3 2024 | 22 | $690.9M |
- Morgan Stanley+129.1K (+65%)
- D.E. Shaw & Co+124.6K (+4088%)
- Millennium Management+101.9K (+1631%)
- Renaissance Technologies LLC+44.8K (+33%)
- Invesco Ltd+38.3K (+8%)
- BlackRock−853.7K (-23%)
- T. Rowe Price Group−195.5K (-23%)
- Vanguard Portfolio Management LLC−164.0K (-10%)
- State Street Corp−138.6K (-14%)
- Northern Trust−100.3K (-28%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 245 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WTS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | May 28, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 29, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Mar 19, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
Related Industrials companies
- HLIO · HELIOS TECHNOLOGIES, INC.Miscellaneous Fabricated Metal Products
- MWA · Mueller Water Products, Inc.Miscellaneous Fabricated Metal Products
- PH · Parker HannifinMiscellaneous Fabricated Metal Products
- MMM · 3MSurgical & Medical Instruments & Apparatus
- AOS · A. O. SmithHousehold Appliances
- AIR · AAR CORPAircraft & Parts
- ABM · ABM INDUSTRIES INC /DE/Services-To Dwellings & Other Buildings
- ACU · ACME UNITED CORPCutlery, Handtools & General Hardware
WTS SEC filings: frequently asked questions
Are WTS insiders buying or selling?
In the last 90 days, WATTS WATER TECHNOLOGIES INC (WTS) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $1.7 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WTS stock?
As of June 30, 2026, the largest WATTS WATER TECHNOLOGIES INC (WTS) holders among the 13F filers tracked by SignalX were BlackRock ($1.1 billion), Vanguard Portfolio Management LLC ($585.9 million), Vanguard Capital Management LLC ($483.7 million), State Street Corp ($333.6 million), T. Rowe Price Group ($263.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WTS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), WATTS WATER TECHNOLOGIES INC (WTS) reported revenue of $2.4 billion (up 8.3% from FY2024) and net income of $340.8 million. Diluted EPS was $10.17. The figures come from the XBRL data in the 10-K.
What are the main risks in WTS's latest 10-K?
In the 10-K filed February 23, 2026, WATTS WATER TECHNOLOGIES INC (WTS) flagged: Tariffs impact operating income with inflation and higher restructuring costs in 2025 offsetting gains. Europe segment exposure with lower sales volume reducing organic growth despite Americas and APMEA increases. (AI summary of the Risk Factors section.)
What did WTS report in its latest 8-K?
WATTS WATER TECHNOLOGIES INC (WTS) filed an 8-K on October 1, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Kenneth R. Lepage announced retirement effective March 31, 2027.
What are the latest WTS SEC filings?
WATTS WATER TECHNOLOGIES INC (WTS) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on September 8, 2026.
What is WTS's SEC CIK number?
WATTS WATER TECHNOLOGIES INC (WTS)'s SEC Central Index Key (CIK) is 795403. EDGAR lists every WTS filing under that number.
Ask anything about WTS
The research agent reads WTS's filings, financials, insider trades and 13F holders, then answers with sources.