u/Longjumping-Nature70

WTRG Just did my Yield on Cost, it raised its dividend BTW

WTRG is merging with AWK in 2027. I will receive 0.305 shares of AWK for each WTRG I own, plus my dividend will go down.

It was known as Philadelphia Suburban when I started, then changed to Aqua America. then changed to Essential Utilities.

I think the merger with AWK is a take under unless AWK goes up wildly in the next year. (It won't)

WTRG just raised their quarterly dividend 5.25% to $0.3606 per share, up from the previous $0.3426 per share. The dividend is payable on September 1, 2026, to shareholders of record as of August 11, 2026.

WTRG has raised its dividend 35 times in the last 34 years.

There have been at least three splits since I have owned this stock. A 5/4, 4/3, and a 5/4.

My yield on Cost is now 15.72%. Hard to find an investment paying 15.72%. The dividends are Qualified Dividends.

If you do the math, my cost per share is 9.18. A boring water company(and natural gas) share price right now at 40.53, which is a 340% return on share price. On a water utility.

Is this a great stock? No, it is not. I call it a foundation stock. I know that owning this stock I have a solid foundation and can count on it to not belly up. Merging with AWK sort of guarantees it I guess.

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u/Longjumping-Nature70 — 2 days ago

Put Enbridge(ENB) on your watch list

I am an ENB proponent. I own shares in ENB

This is a good opportunity to watch ENB

Enbridge is going down because ENB hedged their positions and blew it.

Enbridge announced a Delay in the Mainline Pipeline

Enbridge took on debt to buy Natural Gas utilities in America.

Enbridge is now the largest natural gas utility provider in North America.

Winter is coming

Enbridge Second Quarter

Dividend raised dividend 31 consecutive years

Dividend Yield 5.32%

2025 0.94 Canadian

2026 0.97 Canadian

You will pay Canadian Taxes on your dividends but you reclaim it on US taxes

Beat Earnings Estimate

Expected 0.43 US

announced 0.46 US

After this all dollars are in Canadian

Crushed Operating Revenues

2025 33,378,000,000

2026 51,675,000,000

Doubled Renewable power generation

tripled gas distribution and storage

more than doubled gas transmission

quadrupled Liquid Pipelines

Expenses

2025 27,417,000,000

2026 45,540,000,000

EBITDA

2025 6,174,000,000

2026 4,377,000,000

Diluted EPS

2025 2.03

2026 1.40

Comprehensive Income to Common Shareholders

2025 1,567,000,000

2026 5,119,000,000

Cash & Cash Equivalents after paying dividends

2025 1,422,000,000

2026 2,212,000,000

More than enough cash to pay their dividends

Will make it consecutive years of raising its dividend

Many Data Centers are powered via GE Vernova natural gas turbines

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u/Longjumping-Nature70 — 14 days ago