Essential Utilities (WTRG) Return on Equity [ROE] (2010 - 2026)
Essential Utilities (WTRG) recorded Return on Equity [ROE] of 7.98% in Q2 2026, down 1.82 percentage points from 9.80% a year earlier and down 0.12 percentage points from the prior quarter.
Essential Utilities (WTRG) Return on Equity [ROE] (2010 - 2026) Analysis & Trends
For FY2025, Essential Utilities reported Return on Equity [ROE] of 9.44%, down 0.40 percentage points from FY2024.
- Annual Return on Equity [ROE] has a five-year change of +2.79 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Equity [ROE] came in at 9.84% in FY2024 (+1.01 pp), 8.84% in FY2023 (+0.03 pp), 8.81% in FY2022 (+0.06 pp) and 8.75% in FY2021 (+2.10 pp).
- The Q2 2026 figure is the lowest quarterly Return on Equity [ROE] since Q4 2020.
- On a year-over-year basis, Return on Equity [ROE] has declined for three consecutive quarters, with an average year-over-year change of -0.05 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 3.07 percentage points in Q3 2021, against a drop of 1.82 percentage points in Q2 2026 at the low end.
- Per Business Quant, the preceding three quarters came in at 8.10% (Q1 2026), 9.02% (Q4 2025) and 9.88% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Enel Chile | 287.73 Bn | 287.73 Bn | 890.00 Mn | 50.21% |
| 2 | Nextera Energy | 160.25 Bn | 161.15 Bn | - | 11.19% |
| 3 | Southern | 96.31 Bn | 87.36 Bn | 5.92 Bn | 9.35% |
| 4 | Duke Energy | 88.79 Bn | 87.40 Bn | 6.74 Bn | 9.58% |
| 5 | National Grid | 79.16 Bn | 60.69 Bn | - | - |
| 6 | American Electric Power | 65.09 Bn | 63.47 Bn | 3.84 Bn | 9.61% |
| 7 | Dominion Energy | 53.95 Bn | 56.63 Bn | - | 7.43% |
| 8 | Sempra | 51.22 Bn | 50.35 Bn | 2.89 Bn | 6.86% |
| 9 | Entergy | 47.09 Bn | 36.28 Bn | - | 10.17% |
| 10 | Essential Utilities | 11.17 Bn | 11.04 Bn | - | 7.98% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 7.98% |
| Mar 31, 2026 | 8.10% |
| Dec 31, 2025 | 9.02% |
| Sep 30, 2025 | 9.88% |
| Jun 30, 2025 | 9.80% |
| Mar 31, 2025 | 9.69% |
| Dec 31, 2024 | 9.62% |
| Sep 30, 2024 | 8.85% |
| Jun 30, 2024 | 9.09% |
| Mar 31, 2024 | 9.56% |
| Dec 31, 2023 | 8.43% |
| Sep 30, 2023 | 8.28% |
| Jun 30, 2023 | 8.38% |
| Mar 31, 2023 | 8.40% |
| Dec 31, 2022 | 8.68% |
| Sep 30, 2022 | 8.74% |
| Jun 30, 2022 | 8.47% |
| Mar 31, 2022 | 8.57% |
| Dec 31, 2021 | 8.37% |
| Sep 30, 2021 | 8.39% |
Essential Utilities Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=WTRG&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "WTRG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=WTRG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();