Consolidated Water Co. Ltd. (CWCO)

Consolidated Water's stock price has fluctuated, with a 45.15% increase from April 2025 to April 2026, but a decrease of 6.7% in early May 2026. The company is scheduled to report its Q1 2026 results on May 12, 2026, and will hold its Annual General Meeting on June 1, 2026. A dividend of US$0.14 per share was announced, with an ex-date of April 1, 2026, and a payment date of April 30, 2026. An Independent Director bought approximately 3,000 shares worth US$100,000 on March 19, 2026. Consolidated Water reported its full-year 2025 results on March 16, 2026, with a 1% decrease in total revenue but an increase in net income. Quarterly cash dividends were approved for Q1 and Q2 2026. Q3 2025 earnings exceeded analyst expectations, and insider buying activity was noted in December 2025.

Demand for Consolidated Water Co. Ltd.'s products and services is dependent on rainfall, with lower rainfall typically leading to higher demand for their desalinated water, as demonstrated by record retail water sales in Grand Cayman in 2025 due to significantly less rainfall.

Consolidated Water Co. Ltd. specializes in developing, building, operating, and financing advanced water supply and treatment plants, focusing on regions with scarce freshwater and utilizing reverse osmosis technology. The company operates through four segments: Retail, supplying potable water in Grand Cayman; Bulk, supplying water to government utilities; Services, designing and constructing water infrastructure; and Manufacturing, producing water-related products through its subsidiary Aerex.

Consolidated Water Co. Ltd. has a significant operational presence in the Caribbean and the United States, supplying potable water in the Cayman Islands, The Bahamas, the British Virgin Islands, and the U.S. Virgin Islands. In 2024, 50% of its revenue was generated in the United States, 27.72% in the Cayman Islands, and 22.15% in The Bahamas. The company is actively expanding its operations and seeks to increase its geographic footprint through organic growth and acquisitions.

Consolidated Water Co. Ltd. is generally perceived positively as a leading designer, builder, and operator of advanced water supply and treatment plants. MarketBeat ranked CWCO higher than 87% of companies in the utilities sector. Strategic wins in US desalination and facility expansion are expected to drive revenue and EPS growth, further enhancing its industry standing.

Institutional investors hold the majority (63.67%) of Consolidated Water Co. Ltd.'s stock, followed by retail investors (28.50%) and company insiders (7.83%). Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Morgan Stanley. Clarence B. Flowers, Jr., a director since 1991, is the largest individual shareholder, owning 1.90% of the shares as of December 17, 2024.