American Water Works (AWK) added approximately 52,700 customers through acquisitions and 9,000 organically in the first half of 2026, with 19 pending acquisitions representing 56,600 potential customers. The company plans to invest $19-$20 billion through 2030 to support 8-9% rate-base growth. However, AWK is trading at a premium valuation (P/E 20.03X vs. industry 16.02X) and carries a Zacks Rank #4 (Sell) rating, with shares declining 6.9% in the past three months.

Atmos Energy plans $26 billion in capital spending through fiscal 2030, with over 80% allocated to safety and reliability. The company has implemented $396.1 million in annualized rate increases with $334.1 million more pending. Texas pipeline projects aim to boost Dallas-Fort Worth capacity by year-end 2026. ATO expects fiscal 2026 earnings of $8.40-$8.50 with projected 6-8% EPS growth going forward, supported by favorable regulation that allows quick recovery of infrastructure investments through customer rates.

Southwest Gas reported Q2 2026 earnings that missed estimates with adjusted EPS of 45 cents versus 47 cents expected, and revenues declined 9.6% year-over-year to $358.2 million. Despite the miss, operating income rose 30.8% and the company reaffirmed its 2026 EPS guidance of $4.17-$4.32. The stock has underperformed the S&P 500 by 4% since the earnings report. Zacks rates the stock as a Buy (Rank #2) with expectations for above-average returns in coming months.

MDU Resources plans nearly $3.1 billion in capital investments through 2030 across electric, gas, and pipeline projects, expecting 1-2% annual customer growth and 6-8% long-term earnings growth. The company has over 1 GW of data center load under signed agreements. Similar utility companies like ONE Gas and Southwest Gas Holdings are also increasing capital spending to support rate-base growth and earnings expansion.

Southwest Gas Holdings (NYSE: SWX) announced a second quarter 2026 dividend of $0.645 per share, representing a 4% increase over the 2025 dividend rate and bringing the annualized dividend to $2.58 per share. The company has maintained continuous quarterly dividend payments since going public in 1956.

Southwest Gas Holdings announced a quarterly cash dividend of $2.48 per share on an annualized basis, continuing its dividend payment tradition since 1956. The company serves over 2 million customers across Arizona, Nevada, and California.

Southwest Gas Holdings announced its fourth quarter 2025 cash dividend of $2.48 per share annually, continuing its dividend payment streak since 1956. The company serves over 2 million customers across Arizona, Nevada, and California.

Southwest Gas Holdings, Inc. has declared a third quarter cash dividend of $0.62 per share, equating to $2.48 per share on an annualized basis. The company has paid quarterly dividends continuously since going public in 1956.

Southwest Gas Holdings, Inc. has declared a second quarter cash dividend of $2.48 per share on an annualized basis. The company has paid quarterly dividends continuously since going public in 1956.

Unitil Corporation announced the election of Jane Lewis-Raymond to its Board of Directors, citing her extensive experience in the natural gas industry and expertise in areas such as corporate governance, cybersecurity, and ESG programs.

Carl Icahn's Icahn Enterprises owns 15% of Southwest Gas. Is that enough to make it worth adding to your portfolio?

Southwest Gas (SWX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.