

We believe Bentley Systems is attractive due to its strong free cash flow, high customer retention, and durable competitive advantages trading at a discount to our estimates of its long-term intrinsic value. We believe U.S. Physical Therapy may benefit from an aging population, increasing demand for outpatient rehabilitation services, and continued market consolidation. We exited the Essential Utilities position as the share price appreciated reducing the stock's potential upside and made its risk/reward profile less compelling redeploying the capital into what we view as higher conviction opportunities.

BRYN MAWR, Pa.--(BUSINESS WIRE)--The board of directors of Essential Utilities Inc. (NYSE: WTRG) today declared a quarterly cash dividend of $0.3606 per share, payable December 1, 2026, to all shareholders of record on November 10, 2026. Essential Utilities has paid consecutive quarterly cash dividends for over 80 years and has increased the dividend 36 times in the last 35 years. About Essential Essential Utilities, Inc. (NYSE: WTRG) delivers safe, clean, reliable services that improve quality.


Essential Utilities expands its New Jersey water operations with the Lake Tamarack acquisition, adding 255 customers and planning $1.4M in infrastructure upgrades.

BRYN MAWR, Pa.--(BUSINESS WIRE)--Essential Utilities (NYSE: WTRG) expects to report earnings for quarter ended September 30, 2026, following market close on November 3, 2026. The company's conference call with financial analysts will take place on November 4, 2026, at 11 a.m. Eastern Time. The call and presentation will be webcast live, so interested parties may listen over the internet by logging on to Essential.co and following the link for Investors. The conference call will be archived in t.

Essential Utilities, Inc. (NYSE: WTRG) announced today its Aqua New Jersey subsidiary has finalized its $113,000 purchase of the water system assets of the Lake

BRYN MAWR, Pa.--(BUSINESS WIRE)--Essential Utilities, Inc. (NYSE: WTRG) announced today its Aqua New Jersey subsidiary has finalized its $113,000 purchase of the water system assets of the Lake Tamarack Water Corporation in Sussex County. The system serves approximately 255 customers in the Lake Tamarack portion of Hardyston Township. The New Jersey Board of Public Utilities (NJ BPU) approved the acquisition on September 9, 2026. “We are well positioned to make much needed improvements to this.

Essential Utilities (WTRG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).