Growth Metrics

Essential Utilities (WTRG) Equity Ratio (2009 - 2026)

Essential Utilities (WTRG) reported Equity Ratio of 0.35 for Q1 2026, down 1.13% year-over-year from 0.35 in Q1 2025, and down 1.08% on a QoQ basis from 0.35 in Q4 2025.

Essential Utilities (WTRG) has 18 years of Equity Ratio data on file, last reported at 0.35 in Q1 2026.

  • Quarterly Equity Ratio fell 1.13% year-over-year to 0.35 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.35 (down 1.13% YoY) and the FY2025 annual result came in at 0.35, up 2.45% from the prior year.
  • Equity Ratio eased to 0.35 in Q1 2026 per WTRG's latest filing, from 0.35 in the prior quarter.
  • Across five years, Equity Ratio topped out at 0.36 in Q2 2025 and bottomed at 0.34 in Q4 2022.
  • The 5-year median for Equity Ratio is 0.35 (2025), against an average of 0.35.
  • The widest annual swing landed in 2022, when Equity Ratio retreated 3.28%; it then grew 3.07% in 2023.
  • Tracing WTRG's Equity Ratio over 5 years: stood at 0.34 in 2022, then rose by 2.34% to 0.35 in 2023, then fell by 1.78% to 0.34 in 2024, then climbed by 2.45% to 0.35 in 2025, then decreased by 1.08% to 0.35 in 2026.
  • Per Business Quant, the three latest WTRG Equity Ratio figures stand at 0.35 (Q1 2026), 0.35 (Q4 2025), and 0.36 (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 American Water Works Company 24.16 Bn 24.02 Bn 714.00 Mn 0.31
2 Aris Mining 20.33 Bn 19.86 Bn 233.28 Mn -
3 Essential Utilities 10.48 Bn 10.40 Bn 685.96 Mn 0.35
4 American States Water 2.94 Bn 2.93 Bn 104.19 Mn 0.39
5 California Water Service 2.58 Bn 2.48 Bn 183.34 Mn 0.29
6 H2O America 2.18 Bn 2.03 Bn 171.30 Mn 0.34
7 Middlesex Water 959.61 Mn 957.57 Mn 25.70 Mn 0.36
8 Consolidated Water 465.28 Mn 344.14 Mn 10.92 Mn 0.88
9 York Water 430.12 Mn 430.12 Mn 13.98 Mn 0.35
10 Artesian Resources 332.86 Mn 328.60 Mn 26.56 Mn 0.29

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 0.35
Dec 31, 2025 0.35
Sep 30, 2025 0.36
Jun 30, 2025 0.36
Mar 31, 2025 0.35
Dec 31, 2024 0.34
Sep 30, 2024 0.35
Jun 30, 2024 0.36
Mar 31, 2024 0.36
Dec 31, 2023 0.35
Sep 30, 2023 0.36
Jun 30, 2023 0.35
Mar 31, 2023 0.35
Dec 31, 2022 0.34
Sep 30, 2022 0.35
Jun 30, 2022 0.36
Mar 31, 2022 0.35
Dec 31, 2021 0.35
Sep 30, 2021 0.36
Jun 30, 2021 0.35
Mar 31, 2021 0.35
Dec 31, 2020 0.34
Sep 30, 2020 0.35
Jun 30, 2020 0.36
Mar 31, 2020 0.36
Dec 31, 2019 0.41
Sep 30, 2019 0.41
Jun 30, 2019 0.42
Mar 31, 2019 0.28
Dec 31, 2018 0.29
Sep 30, 2018 0.30
Jun 30, 2018 0.31
Mar 31, 2018 0.31
Dec 31, 2017 0.31
Sep 30, 2017 0.30
Jun 30, 2017 0.30
Mar 31, 2017 0.30
Dec 31, 2016 0.30
Sep 30, 2016 0.30
Jun 30, 2016 0.30
Mar 31, 2016 0.30
Dec 31, 2015 0.30
Sep 30, 2015 0.30
Jun 30, 2015 0.30
Mar 31, 2015 0.31
Dec 31, 2014 0.31
Sep 30, 2014 0.30
Jun 30, 2014 0.31
Mar 31, 2014 0.30
Dec 31, 2013 0.31
Sep 30, 2013 0.30
Jun 30, 2013 0.29
Mar 31, 2013 0.29
Dec 31, 2012 0.29
Sep 30, 2012 0.29
Jun 30, 2012 0.29
Mar 31, 2012 0.29
Dec 31, 2011 0.29
Sep 30, 2011 0.29
Jun 30, 2011 0.29
Mar 31, 2011 0.29
Dec 31, 2010 0.29
Sep 30, 2010 0.29
Jun 30, 2010 0.29
Dec 31, 2009 0.30