Returns Keep Pouring In From H2O America

Treading SoftlyInvesting GroupFollow5ShareSavePlay(15min)CommentsSummaryH2O America remains a Buy, supported by its 58-year dividend growth streak and robust fundamentals.HTO increased its five-year capex plan to $2.7 billion, targeting 6–8% annual adjusted EPS growth through 2030.The Quadvest acquisition is near-term dilutive but expected to be accretive by 2028, with integration and rate base expansion as key drivers.Shares trade modestly below fair value, offering a path to ~9.9% annual total returns through 2031, with a stable A- credit rating.Looking for a portfolio of ideas like this one? Members of The Dividend Kings get exclusive access to our subscriber-only portfolios. Learn More » Klaus Vedfelt/DigitalVision via Getty Images Co-authored by Kody's Dividends Those who have followed my work over the years know that I'm laser-focused on cash flows and earnings. This is because I eventually would like my investments to work hard enoughThis article was written byTreading Softly4.32K FollowersFollowScott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountiful harvest of cash dividends and strong capital gains, providing a robust total return.Analyst’s Disclosure: I/we have a beneficial long position in the shares of HTO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Kody's Dividends, Justin Law, and Rachel Kaufman are part of The Dividend Kings team.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.