Welcome to our dedicated page for Waters SEC filings (Ticker: WAT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Waters Corporation (NYSE: WAT) filings with the U.S. Securities and Exchange Commission (SEC), along with AI-generated summaries to help interpret key disclosures. Waters files annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K that cover its operations in analytical instruments, separations technologies, and software serving the life, materials, food, and environmental sciences.
For Waters, 10-K and 10-Q filings are central resources for understanding its business segments, end markets, and risk factors. These documents discuss topics such as the company’s role in pharmaceutical, industrial, and academic/government applications, as well as its global footprint in over 100 countries. AI summaries can highlight sections related to recurring revenue, instrument trends, and investments in areas like bioanalytical characterization and bioseparations.
Form 8-K filings are particularly important for tracking material events. Recent 8-Ks describe quarterly financial results, provide press releases as exhibits, and outline the definitive agreements for a Reverse Morris Trust transaction that will combine BD’s Biosciences and Diagnostic Solutions business with Waters. Other 8-Ks discuss the effectiveness of registration statements on Form S-4 and Form 10 related to that transaction and the mailing of a proxy statement/prospectus to Waters shareholders.
Investors can also use this page to locate information on governance matters and potential insider activity through ownership reports referenced in Waters’ filings. Real-time updates from EDGAR, combined with AI-powered explanations, are intended to make complex regulatory documents more accessible by summarizing key terms, conditions, and implications for WAT shareholders and stakeholders following Waters’ evolution in life science and diagnostics markets.
BlackRock, Inc. filed an Amendment No. 18 to a Schedule 13G/A reporting beneficial ownership of 7,637,586 shares of Waters Corporation Common Stock, representing 7.8% of the class as of 03/31/2026.
The filing lists 6,999,247 shares as sole voting power and 7,637,586 shares as sole dispositive power. The amendment reflects holdings aggregated across certain Reporting Business Units of BlackRock and is signed by a Managing Director on 04/24/2026.
Waters Corporation is soliciting votes for its 2026 annual shareholder meeting and highlighting strong 2025 performance and a transformative acquisition. The company closed the purchase of BD’s Biosciences & Diagnostic Solutions businesses, aiming to build a differentiated global life sciences and diagnostics leader.
For 2025, full-year sales grew 7% on both reported and constant-currency bases, recurring revenue rose 8%, and adjusted earnings per share increased 11% to $13.13. Waters reports a 54% five-year total shareholder return and TSR ahead of major life science tools peers since mid-2020. Executive bonuses under the annual incentive plan paid at 110% of target on corporate results, and 2023 performance stock units paid at 65% of target.
Shareholders are asked to elect 11 directors, ratify PricewaterhouseCoopers as auditor for 2026, and approve on an advisory basis executive compensation. Governance topics include majority voting for directors, proxy access, enhanced stock ownership guidelines (CEO at six times salary, other NEOs at three times), cybersecurity and risk oversight, and an 82% favorable 2025 Say-on-Pay vote.
Waters Corp senior vice president Jianqing Bennett reported a routine tax-related share disposition. On the vesting of previously reported restricted stock units, 302 shares of common stock were withheld by the company at $304.09 per share to cover tax obligations. Following this withholding, Bennett directly holds 6,532 shares of Waters common stock.
Jiang Wei reported acquisition or exercise transactions in this Form 4 filing.
Waters Corp director Jiang Wei reported an equity-based compensation grant. On this Form 4, Jiang received 64.06 common stock units in lieu of cash director fees under the company’s 1996 Non-Employee Director Deferred Compensation Plan.
The units are convertible into shares of Waters common stock on a one-for-one basis and are scheduled to be distributed on January 1, 2036, pursuant to a prior election. After this award, Jiang directly holds 3,505.33 common stock units/shares-equivalent.
Knight Heather reported acquisition or exercise transactions in this Form 4 filing.
Waters Corporation director Heather Knight received an equity grant of 68.44 common stock units as compensation in lieu of cash director fees. These units are convertible into shares of Waters common stock on a one-for-one basis and will be distributed on January 1, 2027, based on a prior election. Following this grant, Knight directly holds a total of 1,217.51 shares of the company’s common stock, reflecting a routine, non-cash adjustment to her board compensation rather than an open-market purchase or sale.
Waters Corp: The Vanguard Group filed Amendment No. 16 to Schedule 13G/A reporting 0% beneficial ownership and 0 shares. The filing states Vanguard underwent an internal realignment on 01/12/2026 and that certain subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538 (January 12, 1998).
The submission lists voting and dispositive powers as 0 (sole and shared) and affirms ownership of 5% or less of the class. The form is signed by Ashley Grim on 03/27/2026.
Waters Corporation’s subsidiary Augusta SpinCo Corporation completed a $3.5 billion public offering of senior unsecured notes across five tranches maturing between 2027 and 2036, with coupon rates ranging from 4.321% to 5.245%.
The notes are fully and unconditionally guaranteed on a senior unsecured basis by Waters Corporation and certain subsidiaries that also guarantee existing credit facilities. Waters intends to use the net proceeds, together with cash on hand, to repay $3.5 billion of indebtedness outstanding under a delayed draw term loan incurred in February 2026, effectively refinancing that borrowing with longer-term bond debt.
Waters Corporation is offering $3,500,000,000 of senior notes through its subsidiary Augusta SpinCo Corporation. The offering comprises five series of senior unsecured notes: $650,000,000 4.321% due September 23, 2027, $600,000,000 4.398% due March 23, 2029, $750,000,000 4.656% due March 23, 2031, $750,000,000 4.945% due March 23, 2033, and $750,000,000 5.245% due March 23, 2036.
The Notes will be senior unsecured obligations of Augusta and will be fully and unconditionally guaranteed on a senior unsecured basis by Waters Corporation and specified subsidiaries. The Issuer intends to use the net proceeds, together with cash on hand, to repay borrowings under the Augusta Delayed Draw Term Loan Facility.
Waters Corp director Wei Jiang bought 500 shares of common stock in an open-market transaction at $289.46 per share. After this purchase, Jiang directly owns 3,441.27 Waters shares, increasing their personal stake in the company.