AVA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $35.31
Market Cap (MRQ) $2.96B
P/E (TTM) 12.7
EPS (TTM) $2.77
Revenue (TTM) $1.92B
Div Yield 5.4%
ROE (TTM) 8.3%
Debt/Equity (MRQ) 0.1
52W Range $34–$44

AVA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 1
Ex-date Split Type
Nov. 10, 1993 2-for-1 Forward

About Avista Corporation Common Stock Company overview from Wikipedia

05 · wikidata

Avista Corporation is an American energy company which generates and transmits electricity and distributes natural gas to residential, commercial, and industrial customers. Approximately 1,550 employees provide electricity, natural gas, and other energy services to 422,000 electric and 383,000 natural gas customers in three western states. The service territory covers 30,000 square miles (78,000 km2) in eastern Washington, northern Idaho, and parts of southern and eastern Oregon, with a population of 1.5 million.

Avista Utilities is the regulated business unit of Avista Corp., an investor-owned utility headquartered in Spokane, Washington. Avista Corp.'s primary, non-utility subsidiary was Ecova, an energy and sustainability management company with over 700 expense management customers, representing more than 600,000 sites. In 2014, Ecova was sold to Cofely, a subsidiary of GDF Suez.

The company was founded 137 years ago in 1889 as Washington Water Power Company. The board of directors approved a name change to Avista Corporation, effective January 1, 1999, and the company began trading under the Avista name on Monday, January 4.

At that time, the company also bought naming rights for Spokane's minor league baseball park, Avista Stadium.

History

Washington Water Power was incorporated in March 1889 with the aim of generating hydroelectric power from the Spokane River. Earlier in 1889, F. Rockwood Moore, then affiliated with the Edison Electric Illuminating Company, purchased property on both sides of the Spokane River with the intent of developing a power plant for the company. Because of skepticism as to the reliability of hydro power from Eastern investors, and high royalties from Edison Electric, local businessmen including Mr. Moore incorporated the company, sought investors for the new company to build the project.

In the 1890s through the 1930s, Washington Water Power bought up streetcar companies in the city of Spokane and had cornered the transportation market by 1900. Despite seeing a peak in 1910, ridership declined through the 1930s and Washington Water Power's final streetcar line closed in 1936. The company would never again seek to enter the public transportation market.

In 1892 Washington Water Power purchased a park called Twickenham Park on the banks of the Spokane River. The company renamed the attraction Natatorium Park and expanded it with a large swimming pool in 1895 and it became an all-purpose recreation site for the city. Washington Water Power eventually sold the park in 1929.

Washington Water Power expanded in Oregon and into California by acquiring the natural gas operations of CP National from Alltel in 1989. The California operations were sold to Southwest Gas in 2005.

In 2014, Avista acquired Alaska Electric Light & Power, the electric utility for Juneau in an all stock transaction worth $170 million.

Avista supports adoption of electric vehicles. In 2016, Avista proposed a two-year pilot program that would install 265 charging stations for electric cars in the eastern part of Washington state. The program was estimated to cost around $3.1 million. It would install fast electric vehicle charging stations in 120 homes, 100 workplaces, and 45 public areas.

In 2017, Ontario-based electrical utility Hydro One agreed to purchase Avista.

In December 2018, The Washington Utilities and Transportation Commission rejected the proposed takeover by Hydro-One, saying the Ontario government (its largest shareholder) led by recently elected premier Doug Ford, had interfered politically in Hydro One's business affairs, most glaringly ordering the removal of CEO Mayo Schmidt, who he dubbed "the Six Million Dollar Man" during the election, and vowing to fire him if elected.

Lawsuits

On September 27, 2002, Avista was sued for issuing false and misleading statements concerning its business and financial condition, including failing to disclose that Avista was engaged in highly risky energy trading activities with Enron and Portland General Electric. On December 20, 2007, Avista agreed to a $9.5 million settlement.

Restatement

On February 20, 2002, the company voluntarily adjusted the amount originally allocated to IPR&D, stating its intent to restate its third quarter 1998 consolidated financial statements accordingly.

Other media

In the movie Vision Quest, Matthew Modine's character Louden Swain can be seen running over the Monroe Street Bridge with “Washington Water Power” prominently displayed in the background on the historic Washington Water Power Post Street Electric Substation.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorUtilities industryUtilities countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$1.96B
2016-12-31 → 2025-12-31
EPS$2.38
2016-12-31 → 2025-12-31
Free Cash Flow$-101M
2016-12-31 → 2025-12-31
Net margin11.8%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend AVA 5Y avg Peer Median Verdict
P/E (TTM) 12.75Y avg ≈17.9 ≈17.9 19.8 Undervalued
P/S (TTM) 1.55Y avg ≈1.8 ≈1.8 2.5 Undervalued
P/B (MRQ) 1.05Y avg ≈1.3 ≈1.3 1.5 Undervalued
EV / EBITDA 5.15Y avg ≈8.5 ≈8.5 12.2 Undervalued
Price / FCF (TTM) -28.45Y avg ≈563.7 ≈563.7 · ·
Price / Cash Flow (TTM) 5.45Y avg ≈11.3 ≈11.3 8.5 Undervalued
EV / Revenue 1.75Y avg ≈2.5 ≈2.5 · ·
EV / FCF -32.55Y avg ≈622.0 ≈622.0 · ·
Price / Tangible Book 1.15Y avg ≈1.3 ≈1.3 · ·
PEG Ratio ≈2.8 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield5.4%
Payout Ratio82.4%
Annualized Payout≈$1.97Paid quarterly
5Y Div CAGR≈3.9%Per share, split-adjusted
Growth Streak≈23Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 18, 2026$0.49USD≈5.1%
May 19, 2026$0.49USD≈4.8%
Feb 25, 2026$0.49USD≈4.8%
Nov 24, 2025$0.49USD≈4.8%
Aug 19, 2025$0.49USD≈5.2%
May 13, 2025$0.49USD≈5.1%
Feb 26, 2025$0.49USD≈4.8%
Nov 26, 2024$0.48USD≈4.9%
Aug 22, 2024$0.48USD≈4.9%
May 22, 2024$0.48USD≈5.0%
Feb 22, 2024$0.48USD≈5.5%
Nov 16, 2023$0.46USD≈5.3%
Aug 17, 2023$0.46USD≈5.4%
May 25, 2023$0.46USD≈4.3%
Feb 16, 2023$0.46USD≈4.5%
Nov 17, 2022$0.44USD≈4.6%
Aug 18, 2022$0.44USD≈3.9%
May 26, 2022$0.44USD≈4.0%
Feb 17, 2022$0.44USD≈4.0%
Nov 18, 2021$0.42USD≈4.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 7.9%
Next Report Nov 03, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 4, 2026 $0.43 $0.24 81.0%
March 31, 2026 $1.10 $1.04 6.2%
Dec. 31, 2025 $0.88 $1.03 -14.6%
Sept. 30, 2025 $0.36 $0.29 25.0%
June 30, 2025 $0.17 $0.31 -44.5%
March 31, 2025 $0.98 $1.04 -5.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 14
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $1.96B$1.94B$1.75B$1.71B$1.44B$1.32B$1.35B$1.40B$1.45B$1.44B$1.48B$1.47B
Operating Expenses $1.61B$1.63B$1.49B$1.52B$1.21B$1.09B$1.14B$1.14B$1.15B$1.14B$1.23B$1.22B
Operating Income $354M$306M$258M$190M$228M$233M$210M$261M$292M$300M$253M$253M
Interest Expense ······$103M$100M$95M$86M$80M$75M
Interest Income $12M$14M$15M$4M$2M$2M$3M$3M$2M$2M$653.0K$987.0K
Other Non-op $11M$22M$19M$63M$33M$5M$15M$-1M$-607.0K$20.0K$9M$11M
Pretax Income $217M$183M$137M$138M$159M$137M$228M$163M$199M$215M$186M$192M
Income Tax $24M$3M$-34M$-17M$12M$7M$31M$26M$83M$78M$67M$72M
Net Income $193M$180M$171M$155M$147M$129M$197M$136M$116M$137M$123M$192M
EPS (Basic) $2.38$2.29$2.24$2.13$2.11$1.91$2.98$2.08$1.80$2.16$1.98$3.12
EPS (Diluted) $2.38$2.29$2.24$2.12$2.10$1.90$2.97$2.07$1.79$2.15$1.97$3.10
Shares (Basic) 80,975,00078,725,00076,396,00072,989,00069,951,00067,962,00066,205,00065,673,00064,496,00063,508,00062,301,00061,632,000
Shares (Diluted) 81,051,00078,820,00076,495,00073,093,00070,085,00068,102,00066,329,00065,946,00064,806,00063,920,00062,708,00061,887,000
EBITDA $643M$580M$523M$443M$460M$457M$416M$448M$460M$455M$401M$391M
Balance Sheet 27
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $19M$30M$35M$13M$22M$14M$10M$15M$16M$9M$10M$22M
Receivables $220M$205M··········
Inventory $236M$193M$160M$108M$85M$67M$67M$64M$58M$53M$54M$66M
Prepaid Expense $56M$37M$53M$30M$24M$24M$20M$18M$12M···
Other Current Assets $119M$91M$104M$151M$81M$85M$40M$54M$33M$50M$31M$45M
Current Assets $729M$656M$662M$722M$434M$344M$305M$347M$338M$351M$306M$395M
PP&E (Gross) $8.89B$8.42B$7.98B$7.73B$7.37B$6.99B$6.63B$6.37B$6.01B$5.66B$5.33B$4.95B
Goodwill $52M$52M$52M$52M$52M$52M$52M$58M$58M$58M$58M$58M
Intangibles ···········$0
Other Non-current Assets $23M$20M$16M$15M$11M$27M$23M$23M$21M$141M$144M$151M
Total Assets $8.36B$7.94B$7.70B$7.42B$6.85B$6.40B$6.08B$5.78B$5.51B$5.31B$4.91B$4.70B
Accounts Payable $163M$125M$143M$203M$133M$107M$110M$108M$107M$116M$114M$113M
Accrued Liabilities $54M$51M$54M$50M$39M$35M$35M$33M$34M···
Short-term Debt $388M$354M$349M$463M$284M$203M$186M$190M$105M$120M··
Current Liabilities $878M$771M$775M$965M$913M$506M$531M$640M$698M$408M$475M$385M
Capital Leases $60M$62M$64M$64M$66M$68M$66M$0····
Deferred Tax $778M$751M$718M$675M$643M$595M$529M$488M$467M$841M$747M$710M
Other Non-current Liabilities $305M$253M$210M$176M$178M$215M$201M$71M$73M$153M$131M$146M
Total Liabilities $5.65B$5.35B$5.22B$5.08B$4.70B$4.37B$4.14B$4.01B$3.78B$3.66B$3.38B$3.22B
Long-term Debt ···$2.29B$2.15B$2.01B$1.84B·····
Total Debt $388M$354M$364M$2.76B$2.43B$2.21B$186M$190M$105M···
Common Stock $1.80B$1.72B$1.64B$1.53B$1.38B$1.29B$1.21B$1.14B$1.13B$1.08B$1.00B$1000M
Retained Earnings $905M$871M$841M$812M$786M$758M$739M$645M$604M$581M$531M$492M
AOCI $-1M·$-357.0K$-2M$-11M$-14M$-10M$-8M$-8M$-8M$-7M$-8M
Stockholders' Equity $2.71B$2.59B$2.48B$2.33B$2.15B$2.03B$1.94B$1.77B$1.73B$1.65B$1.53B$1.48B
Liabilities + Equity $8.36B$7.94B$7.70B$7.42B$6.85B$6.40B$6.08B$5.78B$5.51B$5.31B$4.91B$4.70B
Shares Outstanding 82,193,00080,039,00078,075,00074,946,00071,498,00069,238,90167,176,99665,688,35665,494,33364,187,93462,312,65162,243,374
Cash Flow 19
Metric Trend 202520242023202220212020201920182017201620152014
D&A $289M$274M$265M$253M$232M$224M$206M$187M$176M$165M$148M$138M
Stock-based Comp $9M$9M$8M$9M$5M$6M$11M$5M$7M$8M$7M$8M
Deferred Tax $2M$-5M$-37M$-18M$11M$45M$15M$9M$70M$125M$55M$139M
Amort. of Intangibles ···········$6M
Other Non-cash $-24M$76M$39M$-275M$-128M$-74M$-31M$24M$42M$-76M$46M$-215M
Operating Cash Flow $469M$534M$447M$124M$267M$331M$398M$362M$410M$358M$376M$267M
CapEx $570M$533M$499M$452M$440M$404M$443M$424M$412M$407M$393M$326M
Investing Cash Flow $-564M$-539M$-510M$-460M$-445M$-411M$-446M$-440M$-434M$-432M$-388M$-104M
Debt Issued $140M$84M$250M$400M$140M$165M$180M$375M$90M$245M$100M$150M
Net Debt Issued $140M$84M$250M$400M$137M$165M$180M$375M$87M$82M$97M$110M
Stock Issued $78M$68M$113M$137M$90M$72M$65M$1M$56M$67M$2M$4M
Stock Repurchased ········$0$0$3M$80M
Net Stock Activity $78M$68M$112M$138M$90M$72M$65M$1M$56M$67M$-1M$-76M
Dividends Paid $159M$150M$141M$129M$118M$110M$103M$98M$92M$87M$82M$78M
Financing Cash Flow $84M$0$85M$327M$186M$84M$43M$77M$31M$72M$528.0K$-224M
Net Change in Cash $-11M$-5M$22M$-9M$8M$4M$-5M$-2M$8M$-2M$-12M$-60M
Taxes Paid $28M$11M$2M······$-13M$-10M$45M
Free Cash Flow $-101M$1M$-52M$-328M$-173M$-73M$-44M$-62M$-2M$-48M$-18M$-58M
Levered FCF ······$-133M$-146M$-58M$-104M$-69M$-105M
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 18.0%15.8%14.7%11.1%15.9%17.6%15.6%18.7%19.7%20.1%17.1%17.2%
Net Margin 9.8%9.3%9.8%9.1%10.2%9.8%14.6%9.8%8.0%9.5%8.3%13.0%
Pretax Margin 11.1%9.4%7.8%8.1%11.1%10.3%17.0%11.6%13.7%14.9%12.5%13.1%
EBITDA Margin 32.7%29.9%29.9%25.9%32.0%34.6%30.9%32.1%31.8%31.5%27.0%26.6%
ROA 2.4%2.3%2.3%2.2%2.2%2.1%3.3%2.4%2.1%2.7%2.6%4.4%
ROE 7.3%7.0%7.0%6.8%6.9%6.5%10.3%7.8%6.8%8.4%8.1%12.9%
ROIC 10.2%10.2%11.3%4.2%4.6%5.2%8.5%11.2%9.0%11.2%10.5%10.6%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 0.80.90.90.70.50.70.60.50.50.90.61.0
Quick Ratio 0.00.00.00.00.00.00.00.00.00.00.00.1
Debt / Equity 0.10.10.11.21.11.10.10.10.1···
LT Debt / Equity ···1.00.91.0······
Interest Coverage ······2.02.63.03.43.23.4
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.30.30.30.3
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $32.96$32.37$31.83$31.15$30.14$29.31$28.87$26.99$26.41$25.68$24.53$23.83
Revenue / Share $24.23$24.59$22.90$23.40$20.53$19.41$20.29$21.18$22.31$22.57$23.68$23.79
Cash Flow / Share $5.79$6.77$5.84$1.70$3.81$4.86$6.00$5.49$6.33$5.60$5.99$4.32
Cash / Share $0.23$0.37$0.45$0.18$0.31$0.20$0.15$0.22$0.25$0.13$0.17$0.36
Dividend Paid / Share $1.96$1.90$1.84$1.76$1.69$1.62$1.55$1.49$1.43$1.37$1.32$1.27
EPS (TTM) $2.38$2.29$2.24$2.12$2.10$1.90$2.97$2.07$1.79$2.15$1.97$3.10
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 1.3%10.6%2.5%18.8%8.8%·······
Revenue CAGR 3Y 4.7%10.4%9.8%·········
Revenue CAGR 5Y 8.2%···········
EPS YoY 3.9%2.2%5.7%0.95%10.5%·······
EPS CAGR 3Y 3.9%2.9%5.6%·········
EPS CAGR 5Y 4.6%···········
Net Income YoY 7.2%5.3%10.3%5.2%13.8%·······
Net Income CAGR 3Y 7.6%6.9%9.7%·········
Net Income CAGR 5Y 8.3%···········
Dividends Paid CAGR 5Y 7.6%···········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $1.96B$1.94B$1.75B$1.71B$1.44B$1.32B$1.35B$1.40B$1.45B$1.44B$1.48B$1.47B
Net Income TTM $193M$180M$171M$155M$147M$129M$197M$136M$116M$137M$123M$192M
Market Cap $3.17B$2.93B$2.79B$3.32B$3.04B$2.78B$3.23B$2.79B$3.37B$2.57B$2.20B$2.20B
Enterprise Value $3.54B$3.26B$3.12B$6.07B$5.45B$4.98B$3.41B$2.97B$3.46B···
P/E 16.216.016.020.920.221.116.220.528.818.618.011.4
P/S 1.61.51.61.92.12.12.42.02.31.81.51.5
P/B 1.21.11.11.41.41.41.71.61.91.61.41.5
P / Tangible Book 1.21.21.11.51.41.4······
P / Cash Flow 6.85.56.226.811.48.48.17.78.27.25.98.2
P / FCF -31.42931.8-54.1-10.1-17.6-37.9-72.9-44.7-1652.3-53.1-123.9-37.8
EV / EBITDA 5.55.66.013.711.810.98.26.67.5···
EV / FCF -35.03255.8-60.5-18.5-31.6-67.9-76.9-47.5-1696.0···
EV / Revenue 1.81.71.83.53.83.82.52.12.4···
Dividend Yield 5.0%5.1%5.1%3.9%3.9%4.0%3.2%3.5%2.7%3.4%3.7%3.6%
Earnings Yield 6.2%6.2%6.3%4.8%4.9%4.7%6.2%4.9%3.5%5.4%5.6%8.8%
Payout Ratio 82.4%83.3%82.3%83.2%80.2%85.2%52.2%71.9%79.8%63.5%66.9%40.8%
Annual Payout $159M$150M$141M$129M$118M$110M$103M$98M$92M$87M$82M$78M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $1.96B $1.94B $1.75B $1.71B $1.44B
Operating Margin % 18.0% 15.8% 14.7% 11.1% 15.9%
Net Income $193M $180M $171M $155M $147M
Diluted EPS $2.38 $2.29 $2.24 $2.12 $2.10

Institutional owners (13F) 447 filers · $3.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 447
Value held $3.4B
New positions 53
Exited positions 33
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
53 (-5 vs prior Q) 33 (-5 vs prior Q) 169 (+27 vs prior Q) 117 (-3 vs prior Q) +5.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $605,448,096 14,799,513 17.68% Shares
VANGUARD GROUP INC $421,382,217 10,933,633 12.30% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $294,777,660 7,205,516 8.61% Shares
STATE STREET CORP $220,478,800 5,389,253 6.44% Shares
VANGUARD CAPITAL MANAGEMENT LLC $153,920,561 3,762,419 4.49% Shares
ATLAS Infrastructure Partners (UK) Ltd. $93,732,133 2,291,179 2.74% Shares
GEODE CAPITAL MANAGEMENT, LLC $90,910,805 2,221,813 2.65% Shares
WESTWOOD HOLDINGS GROUP INC $81,056,005 1,981,325 2.37% Shares
DIMENSIONAL FUND ADVISORS LP $62,729,841 1,533,324 1.83% Shares
MORGAN STANLEY $61,352,599 1,499,695 1.79% Shares
Invesco Ltd. $57,973,274 1,417,093 1.69% Shares
TWO SIGMA INVESTMENTS, LP $50,827,893 1,242,432 1.48% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $47,600,299 1,163,537 1.39% Shares
FIRST TRUST ADVISORS LP $38,934,127 951,702 1.14% Shares
Bank of New York Mellon Corp $37,918,505 926,876 1.11% Shares
UBS Group AG $36,849,396 900,743 1.08% Shares
NORTHERN TRUST CORP $36,215,128 885,239 1.06% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $35,828,937 875,799 1.05% Shares
VICTORY CAPITAL MANAGEMENT INC $34,890,830 852,868 1.02% Shares
GOLDMAN SACHS GROUP INC $31,819,763 777,799 0.93% Shares
ALGERT GLOBAL LLC $30,262,150 739,725 0.88% Shares
AQR CAPITAL MANAGEMENT LLC $28,738,917 702,491 0.84% Shares
GAMCO INVESTORS, INC. ET AL $26,031,728 636,317 0.76% Shares
Qube Research & Technologies Ltd $25,044,734 612,191 0.73% Shares
Nuveen, LLC $24,201,579 591,581 0.71% Shares
VANGUARD FIDUCIARY TRUST CO $22,396,589 547,460 0.65% Shares
FMR LLC $22,001,841 537,811 0.64% Shares
D. E. Shaw & Co., Inc. $21,145,642 516,882 0.62% Shares
PRINCIPAL FINANCIAL GROUP INC $20,617,780 503,979 0.60% Shares
SEI INVESTMENTS CO $20,397,493 498,596 0.60% Shares
GABELLI FUNDS LLC $20,137,620 492,242 0.59% Shares
Legal & General Group Plc $19,465,552 475,814 0.57% Shares
Bridgewater Associates, LP $19,308,947 471,986 0.56% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $18,398,904 449,741 0.54% Shares
FRANKLIN RESOURCES INC $16,464,966 402,468 0.48% Shares
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $12,919,091 315,793 0.38% Shares
AMERIPRISE FINANCIAL INC $12,908,416 315,532 0.38% Shares
BANK OF AMERICA CORP /DE/ $12,535,166 306,408 0.37% Shares
Sound Income Strategies, LLC $12,325,900 301,293 0.36% Shares
KENNEDY CAPITAL MANAGEMENT LLC $11,978,612 292,804 0.35% Shares
NUANCE INVESTMENTS, LLC $11,824,232 289,030 0.35% Shares
LOOMIS SAYLES & CO L P $11,700,096 285,996 0.34% Shares
Public Sector Pension Investment Board $11,612,713 283,860 0.34% Shares
Cubist Systematic Strategies, LLC $11,565,605 305,888 0.34% Shares
ENVESTNET ASSET MANAGEMENT INC $11,373,652 278,016 0.33% Shares
Advisors Asset Management, Inc. $11,233,100 291,466 0.33% Shares
CONGRESS ASSET MANAGEMENT CO $11,186,808 273,449 0.33% Shares
RENAISSANCE TECHNOLOGIES LLC $10,910,697 266,700 0.32% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $10,828,509 264,691 0.32% Shares
Brandywine Global Investment Management, LLC $9,835,793 255,210 0.29% Shares

Show all 447 institutional owners →

Company insiders 51 insiders · 24 officers · 23 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Heather Lynn Rosentrater President & CEO March 2, 2026 M 78,132 0 0 $0
Gary G Ely Chairman & CEO Feb. 12, 2007 S 143,624 0 0 $0
Kevin J Christie SVP, CFO & Treasurer March 2, 2026 M 46,244 0 0 $0
Gregory Curtis Hesler Sr V President/Corp Secretary March 2, 2026 M 24,970 0 0 $0
Joshua D Diluciano Vice President Sept. 2, 2026 S 8,334 0 2 $-174,105
Jason R Thackston Senior Vice President May 14, 2026 G 41,578 0 0 $0
Wayne O Manuel Senior Vice President May 7, 2026 S 10,521 0 2 $-134,432
Alexis G. Alexander Vice President March 13, 2026 S 3,930 0 2 $-27,279
Scott J Kinney Vice President March 2, 2026 M 13,418 0 0 $0
Latisha Diane Hill Vice President March 2, 2026 M 18,978 0 0 $0
Bryan Alden Cox Senior Vice President March 2, 2026 M 9,441 0 1 $-71,038
Ryan L Krasselt Vice President March 2, 2026 M 30,537 0 0 $0
James M Kensok Vice President - Retired Feb. 19, 2024 M 14,135 0 0 $0
Mark T Thies EVP - Retired Feb. 19, 2024 M 91,741 0 0 $0
Marian M Durkin Senior Vice President March 11, 2020 G 73,079 0 0 $0
Karen S Feltes Sr. Vice President March 2, 2020 F 26,281 0 0 $0
Kelly O Norwood Vice President March 14, 2017 S 2,775 0 0 $0
Roger D Woodworth Vice President Feb. 4, 2016 A 35,179 0 0 $0
Smith Christy M Burmeister Vice President Aug. 13, 2015 I 0 0 0 $0
Don F Kopczynski Vice President March 4, 2015 S 29,106 0 0 $0
Richard L Storro Vice President Jan. 2, 2013 F 12,163 0 0 $0
Ann M Wilson Vice President & Treasurer Feb. 12, 2009 A 7,353 0 0 $0
Malyn K Malquist Executive Vice President Jan. 14, 2009 S 50,277 0 0 $0
Ronald R Peterson Vice President April 20, 2007 M 603 0 0 $0
Julie A. Bentz Director Sept. 1, 2026 A 16,852 0 0 $0
Sena M Kwawu Director Sept. 1, 2026 A 18,459 0 0 $0
Jeffry L. Philipps Director Sept. 1, 2026 A 20,977 0 0 $0
Kevin B Jacobsen Director Sept. 1, 2026 A 15,917 0 0 $0
Janet D. Widmann Director Sept. 1, 2026 A 22,828 0 1 $-285,862
Rebecca A Klein Director Sept. 1, 2026 A 31,272 0 0 $0
Scott Harlan Maw Director Sept. 1, 2026 A 33,429 0 0 $0
Heidi B Stanley Director Sept. 1, 2026 A 31,327 0 0 $0
Scott L Morris Director Sept. 1, 2026 A 109,378 0 0 $0
Donald C Burke Director Sept. 1, 2026 A 36,086 0 0 $0
Kristianne Blake Director May 23, 2023 J 0 0 0 $0
Marc F Racicot Director May 14, 2020 A 22,455 0 0 $0
Erik J Anderson Director March 13, 2019 A 22,246 0 0 $0
John F Kelly Director Sept. 2, 2016 A 24,509 0 0 $0
Rick R Holley Director May 13, 2013 A 6,685 0 0 $0
Michael L Noel Director June 5, 2012 S 11,914 0 0 $0
Roy Lewis Eiguren Director March 8, 2011 S 6,084 0 0 $0
Brian W Dunham Director Sept. 2, 2010 A 7,088 0 0 $0
Jack W Gustavel Director May 17, 2010 P 35,650 0 0 $0
Lura J Powell Director May 5, 2008 A 11,122 0 0 $0
Jr Jessie J Knight Director May 16, 2005 A 16,257 0 0 $0
David A Clack Director May 14, 2004 A 14,320 0 0 $0
David J Meyer · June 15, 2026 J 3,662 0 0 $0
Dennis P Vermillion · March 10, 2025 F 163,871 0 0 $0
Edward David Schlect · Jan. 3, 2023 F 16,037 0 0 $0
John R Taylor · June 23, 2021 J 0 0 0 $0
Diane C Thoren · Jan. 2, 2013 F 4,183 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 63 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PSCU · Invesco Exchange-Traded Fund Trust … 3.07% 12,530 SH Oct. 2, 2026 Daily
PEY · Invesco Exchange-Traded Fund Trust 2.39% 732,110 SH Oct. 2, 2026 Daily
DIV · Global X Funds 1.86% 359,564 NS July 31, 2026 N-PORT
XSHD · Invesco Exchange-Traded Fund Trust … 1.63% 29,269 SH Oct. 2, 2026 Daily
XSLV · Invesco Exchange-Traded Fund Trust … 1.05% 69,444 SH Oct. 2, 2026 Daily
HSMV · First Trust Exchange-Traded Fund III 0.93% 8,057 NS July 31, 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0.61% 101,631 SH Oct. 2, 2026 Daily
FYT · First Trust Exchange-Traded AlphaDE… 0.61% 29,211 NS July 31, 2026 N-PORT
ROSC · Lattice Strategies Trust 0.40% 6,144 NS July 31, 2026 N-PORT
ZAP · Global X Funds 0.34% 39,220 NS July 31, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.31% 106,616 NS July 31, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.28% 41,496 NS July 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.22% 73,349 SH Aug. 19, 2026 Daily
FUTY · FIDELITY COVINGTON TRUST 0.22% 124,680 NS July 31, 2026 N-PORT
VPU · VANGUARD WORLD FUND 0.21% 565,059 SH Aug. 19, 2026 Daily
EBIT · Harbor ETF Trust 0.19% 569 NS July 31, 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.19% 92,937 SH Aug. 19, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.18% 12,391 SH Oct. 2, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.18% 288,920 SH Aug. 19, 2026 Daily
VIOG · VANGUARD ADMIRAL FUNDS 0.17% 46,231 SH Aug. 19, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.15% 3,184 NS July 31, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.13% 22,457 NS July 31, 2026 N-PORT
POWR · iShares, Inc. 0.12% 15,122 SH Sept. 11, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.12% 5,052 NS July 31, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.12% 65,095 SH Oct. 2, 2026 Daily
FSMD · FIDELITY COVINGTON TRUST 0.12% 71,595 NS July 31, 2026 N-PORT
RSSL · Global X Funds 0.11% 40,202 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.10% 2,164,563 SH Sept. 11, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.10% 483,586 SH Aug. 19, 2026 Daily
SMDX · Tidal Trust III 0.09% 2,958 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.07% 271,819 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.07% 1,203,696 SH Aug. 19, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.04% 946,395 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.04% 1,893,844 SH Aug. 19, 2026 Daily
TILT · FlexShares Trust 0.03% 14,536 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.03% 4,825 SH Sept. 11, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.02% 1,365 SH Oct. 2, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.01% 2,353 SH Oct. 1, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.01% 29,827 SH Oct. 1, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.01% 332,262 SH Aug. 19, 2026 Daily
DFAC · Dimensional ETF Trust 0.01% 98,688 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.01% 4,980 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.01% 17,719 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.01% 27,302 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 115,881 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.00% 22,375 SH Sept. 3, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 2,624,564 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 107,284 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 6,894 SH Aug. 19, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
IJR · iShares Trust · 5,043,657 SH Sept. 10, 2026 Daily
IJT · iShares Trust · 367,786 SH Sept. 9, 2026 Daily
IJS · iShares Trust · 392,393 SH Sept. 8, 2026 Daily
IWN · iShares Trust · 792,862 SH Sept. 11, 2026 Daily
IFRA · iShares Trust · 99,769 SH Sept. 11, 2026 Daily
XJR · iShares Trust · 11,397 SH Aug. 31, 2026 Daily
ISCB · iShares Trust · 3,739 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 18,309 SH Sept. 11, 2026 Daily
SMMV · iShares Trust · 15,958 SH Aug. 19, 2026 Daily

AVA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 14 analysts HOLD
Median target $40.50 +14.7%
1 7.1% Strong Buy
0 0.0% Buy
7 50.0% Hold
5 35.7% Sell
1 7.1% Strong Sell

12-Month Price Target

6 analysts · 2026-10-02

Mean target $41.33 +17.1%

← Below all targets Current price $35.31
Low$37.00 Mean$41.33 High$50.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
AVA $3.17B 16.2 1.3% 9.8% 7.3% ·
CMS $21.43B 19.8 13.6% 12.5% 12.3% ·
NI $19.98B 21.4 23.5% 14.2% 10.2% ·
BKH $5.24B 17.4 8.6% 12.6% 8.0% ·
NWE $3.96B 22.0 6.4% 11.2% 6.3% ·
NWE $3.96B 22.0 6.4% 11.2% 6.3% ·
UTL $868M 16.3 8.3% 9.4% 8.9% ·
D $51.50B 17.0 14.2% 18.2% 10.7% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 3, 2026