Kodiak Gas Services (NYSE:KGS) Upgraded by Wall Street Zen to "Hold" Rating
Wall Street Zen has upgraded Kodiak Gas Services (NYSE:KGS) from a "sell" to a "hold" rating, though the broader analyst consensus remains a "Moderate Buy" with a $47.00 target price. The company's shares are trading strongly near their 1-year high, reflecting a $4.38 billion market cap and increased institutional investment. Several other analysts have recently updated their ratings and price targets for Kodiak Gas Services, predominantly giving "Buy" or "Outperform" ratings.
Illinois Municipal Retirement Fund Purchases New Stake in Kodiak Gas Services, Inc. $KGS
The Illinois Municipal Retirement Fund recently acquired a new stake in Kodiak Gas Services (NYSE:KGS), purchasing 22,448 shares valued at approximately $830,000. Institutional investors now hold significant ownership in the company, which recently announced a quarterly dividend of $0.49 per share, indicating a 3.9% yield but raising concerns due to a high payout ratio of 245%. Analysts currently rate Kodiak Gas Services as a "Moderate Buy" with a consensus price target of $47.00.
Kodiak Gas Services (KGS) Earnings Expected to Grow: Should You Buy?
Kodiak Gas Services (KGS) is anticipated to report significant year-over-year earnings growth for the quarter ended December 2025, with a projected EPS increase of 96.3% and revenue growth of 8.2%. The company has a positive Earnings ESP of +11.32% and a Zacks Rank #3, suggesting a strong likelihood of beating consensus EPS estimates. Investors are advised to consider these factors, along with other market conditions, ahead of the earnings release scheduled for February 25.
Kodiak Gas Services (KGS) to Release Earnings on Wednesday
Kodiak Gas Services (NYSE:KGS) is scheduled to release its Q4 2025 earnings after market close on Wednesday, February 25th, with analysts forecasting earnings of $0.67 per share and revenue of $330.9470 million. The company's stock has been trading up, and several analysts have provided ratings, leading to a consensus "Moderate Buy" rating with a target price of $47.00. Institutional investors have notably increased their stakes in KGS, which operates contract compression infrastructure for the oil and gas industry.
Public Sector Pension Investment Board Makes New Investment in Kodiak Gas Services, Inc. $KGS
The Public Sector Pension Investment Board has acquired a new stake in Kodiak Gas Services, Inc. (NYSE:KGS), purchasing 256,730 shares valued at approximately $9.49 million in the third quarter. Several other hedge funds also adjusted their holdings in Kodiak Gas Services, with institutional investors collectively owning 24.95% of the company's stock. Analysts have set new price targets for KGS, resulting in a consensus "Moderate Buy" rating, and the company recently announced a quarterly dividend of $0.49 per share.
Kodiak Gas Services (KGS) agrees to acquire Distributed Power Solutions
Kodiak Gas Services (KGS) has entered into an agreement to acquire Distributed Power Solutions. This strategic acquisition is set to expand Kodiak's operations and service offerings within the gas services sector. The move is expected to enhance the company's position in the market.
Kodiak Gas Services (KGS) Agrees to Acquire Distributed Power Solutions
Kodiak Gas Services (KGS) has agreed to acquire Distributed Power Solutions for approximately $675 million, expanding into the fast-growing distributed power generation market. The deal, expected to close in April, includes DPS's 384-MW fleet of Caterpillar-powered engines and turbines. This acquisition and subsequent analyst target raises led to a significant surge in KGS's stock price.
Kodiak Gas Services, Inc. $KGS Shares Bought by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans significantly increased its stake in Kodiak Gas Services, Inc. by 107.6% in the third quarter of 2025, now holding 63,532 shares valued at approximately $2.35 million. Other institutional investors like Deprince Race & Zollo Inc. and Walleye Capital LLC also made substantial moves in the company's stock. Kodiak Gas Services recently declared a quarterly dividend of $0.49 per share, but its dividend payout ratio is currently high at 245%.
Principal Financial Group Inc. Has $14.75 Million Holdings in Kodiak Gas Services, Inc. $KGS
Principal Financial Group Inc. significantly increased its stake in Kodiak Gas Services, Inc. (NYSE:KGS) by 492.8% in Q3, now holding 399,041 shares valued at $14.75 million. Other institutional investors, including Goldman Sachs and Royal Bank of Canada, also boosted their positions. Analysts maintain a "Moderate Buy" consensus with an average target price of $47 for Kodiak Gas Services.
Kodiak Gas Services To Acquire Distributed Power Solutions
Kodiak Gas Services, Inc. announced a definitive agreement to acquire Distributed Power Solutions, LLC for approximately $675 million in an equity and cash transaction. This acquisition will expand Kodiak's customer base into digital infrastructure and enhance its existing energy infrastructure solutions by leveraging DPS's distributed power generation assets and experienced management team. The deal is expected to close in early April 2026, pending regulatory approvals.
Kodiak Enters Distributed Power Generation Market
Kodiak Gas Services Inc. is set to acquire Distributed Power Solutions LLC for US$675 million, marking Kodiak's entry into the distributed power generation market. This acquisition, expected to close in April 2026, includes DPS's 384-MW fleet of Caterpillar-powered reciprocating engines and turbines, aligning with Kodiak's existing workforce expertise. The move is strategically timed to address the rapidly growing demand for power, particularly from data centers, with Kodiak aiming to bring its stable, contract-driven business model to the distributed power industry.
Do These 3 Checks Before Buying Kodiak Gas Services, Inc. (NYSE:KGS) For Its Upcoming Dividend
Kodiak Gas Services, Inc. (NYSE:KGS) is set to trade ex-dividend soon with a dividend payment of US$0.49 per share, totaling US$1.96 last year for a 3.9% yield. However, the company's dividend payout ratio is high at 210% of profit and 82% of free cash flow, raising concerns about sustainability. Furthermore, earnings per share have declined by 34% annually over the past five years, making it a risky bet for long-term dividend investors despite a 14% annual dividend increase over two years.
Dividend Investors: Don't Be Too Quick To Buy Kodiak Gas Services, Inc. (NYSE:KGS) For Its Upcoming Dividend
Kodiak Gas Services (NYSE:KGS) is about to pay a dividend, but investors should be cautious. The company's dividend payout ratio is high at 210% of profit and 82% of free cash flow, and its earnings per share have declined significantly over the past five years. While the dividend has seen some growth, its sustainability is questionable given the financial metrics, making it less attractive for dividend-focused investors.
Kodiak Gas Services (NYSE:KGS) Downgraded by Wall Street Zen to "Sell"
Wall Street Zen has downgraded Kodiak Gas Services (NYSE:KGS) from a "hold" to a "sell" rating. Despite this, eight other analysts still rate the stock a "Buy," and the MarketBeat consensus remains a "Moderate Buy" with a $47 price target. The downgrade follows a recent EPS miss and concerns over valuation metrics such as a high P/E ratio and debt-to-equity ratio.
Kodiak Gas Services stock hits 52-week high at 47.81 USD
Kodiak Gas Services (KGS) recently hit a 52-week high, reaching $49.33, driven by a 7.2% one-year return and a 49.98% gain over six months. The company, valued at $4.05 billion, offers a 4.14% dividend yield, but InvestingPro analysis suggests it's trading above its Fair Value. Analysts maintain a Strong Buy consensus ahead of upcoming earnings, with varying price targets from Goldman Sachs, Barclays, and Mizuho.
Kodiak Gas Services stock jumps on $675 million DPS buy as data-center power demand bites
Kodiak Gas Services (KGS) shares rose sharply after announcing a $675 million acquisition of Distributed Power Solutions (DPS), expanding its business beyond natural gas compression into distributed power generation. This strategic move aims to capitalize on the increasing demand for on-site electricity, particularly from data centers, amidst grid congestion. The deal, comprising cash and stock, is expected to be accretive to Kodiak's earnings and cash flow, though investors are closely monitoring financing, regulatory approvals, and details to be discussed in the upcoming Q4 2025 earnings call.
Deep Dive Into Kodiak Gas Services Stock: Analyst Perspectives (6 Ratings)
Over the past three months, six analysts have rated Kodiak Gas Services (NYSE: KGS), with an average price target of $46.17, representing a 10.38% increase from the previous average. While analysts provide varied perspectives, an evaluation of the company's financials reveals challenges including a revenue decline of 0.59%, a low net margin of -4.34%, and a high debt-to-equity ratio of 2.14. Kodiak Gas Services operates contract compression infrastructure in the United States, offering contract services and ancillary support to the natural gas and oil industry.
Kodiak Gas Services stock hits 52-week high at 47.81 USD
Kodiak Gas Services (KGS) stock reached a 52-week high, climbing to $47.81 and then $49.33, reflecting impressive momentum with a 7.2% one-year return and a 49.98% gain over six months. The company, valued at $4.05 billion, offers a 4.14% dividend yield and is trading above its Fair Value, with analysts maintaining a Strong Buy consensus ahead of upcoming earnings. Recent news includes a declared dividend, a raised price target by Goldman Sachs, an upgrade by Barclays, and a share sale by an EQT Infrastructure affiliate.
Kodiak Gas Services to Buy DPS for $675M, Expanding Into Behind-the-Meter Power for Data Centers
Kodiak Gas Services (NYSE: KGS) announced its acquisition of Distributed Power Solutions (DPS) for $675 million, expanding its services into behind-the-meter power generation, particularly for data centers. The deal, valued at approximately 7.4x DPS's expected 2026 adjusted EBITDA, is aimed at capitalizing on the accelerating demand for decentralized power solutions driven by data center growth and grid interconnection delays. Kodiak plans to finance the acquisition using its ABL facility and stock issuance, with the transaction expected to close in early Q2 2026.
Kodiak Gas Services to Acquire Distributed Power Solutions
Kodiak Gas Services, Inc. announced a definitive agreement for its subsidiary to acquire Distributed Power Solutions, LLC (DPS) for approximately $675 million in cash and stock. The acquisition, valued at about 7.4 times DPS's estimated 2026 adjusted EBITDA, will expand Kodiak's reach into digital infrastructure and energy clients, adding a 384 MW fleet of power assets. Analysts currently rate KGS as a Buy with a $46.00 price target, while TipRanks' AI Analyst Spark views it as Neutral due to high leverage and declining revenue growth despite strong cash flow and operating margins.
Kodiak Gas Services stock hits 52-week high at 47.81 USD
Kodiak Gas Services (KGS) stock achieved a 52-week high, reaching $49.33, driven by a 49.98% gain over the past six months and a 7.2% one-year return. Despite trading above its Fair Value with an overbought RSI, analysts maintain a "Strong Buy" consensus ahead of upcoming earnings. Recent news includes a declared dividend, a raised price target from Goldman Sachs, an upgrade by Barclays, and a lowered price target from Mizuho.
Earnings Tell The Story For Kodiak Gas Services, Inc. (NYSE:KGS) As Its Stock Soars 33%
Kodiak Gas Services, Inc. (NYSE:KGS) has seen its stock rise 33% in the last month, contributing to a 2.0% gain over the full year. The company's high P/E ratio of 54.2x is attributed to its exceptional recent earnings growth of 206% and a strong analyst forecast of 60% annual EPS growth over the next three years, significantly outperforming the market's 12% prediction. This strong growth potential is seen as justifying the premium valuation, with investors confident in the company's future prospects.
Kodiak Gas Services to Buy DPS for $675M, Expanding Into Behind-the-Meter Power for Data Centers
Kodiak Gas Services (NYSE:KGS) is set to acquire Distributed Power Solutions (DPS) for $675 million, expanding its services into behind-the-meter power generation, particularly for data centers. The deal, valued at approximately $690 million including fees, adds a 384 MW Caterpillar-powered fleet, with two-thirds of its capacity contracted to data centers. Kodiak plans to finance the acquisition with a mix of debt and stock, anticipating the transaction to be accretive to its earnings and discretionary cash flow and to close in early Q2.
Kodiak Gas Services to buy distributed power co. for $675M, diversifying into data center market
Kodiak Gas Services Inc. is set to acquire Distributed Power Solutions for $675 million, adding 384 megawatts of distributed power generation. This acquisition diversifies Kodiak's portfolio and provides a strategic entry into the rapidly expanding data center market. The deal marks another expansion for the Woodlands-based company.
Kodiak Gas To Buy Distributed Power Solutions For Apprx $675 Mln, KGS Stock Up 4.5% In Pre-market
Kodiak Gas Services, Inc. (KGS) has announced an agreement to acquire Distributed Power Solutions, LLC for approximately $675 million in a cash and equity deal. The acquisition will expand Kodiak's distributed power generation assets and customer base, with the transaction expected to be immediately accretive to earnings and discretionary cash flow. Kodiak's stock (KGS) rose 4.87% in pre-market trading following the announcement.
Kodiak Gas Services To Acquire Distributed Power Solutions
Kodiak Gas Services (KGS) is set to acquire Distributed Power Solutions, a move categorized under mergers and acquisitions. This news was reported by Reuters and is less than a minute read.
Kodiak Gas Services to Acquire Distributed Power Solutions
Kodiak Gas Services, Inc. announced a definitive agreement to acquire Distributed Power Solutions, LLC for approximately $675 million in cash and stock. This acquisition aims to expand Kodiak's customer base into digital infrastructure and deepen relationships with energy customers by integrating DPS's power generation assets and experienced management team. The transaction, valued at about 7.4x DPS's estimated 2026 adjusted EBITDA, is expected to close in early April 2026 and be immediately accretive to Kodiak's earnings.
Analysts Have Conflicting Sentiments on These Energy Companies: Plains GP Holdings (PAGP), Kodiak Gas Services, Inc. (KGS) and Valero Energy (VLO)
This article examines analyst ratings for three energy companies: Plains GP Holdings (PAGP), Kodiak Gas Services, Inc. (KGS), and Valero Energy (VLO). J.P. Morgan maintained a Hold rating on PAGP, while Kodiak Gas Services received a Strong Buy consensus, with J.P. Morgan maintaining a Buy rating. Valero Energy also garnered a Moderate Buy consensus, and J.P. Morgan maintained a Buy rating.
Kodiak Gas Services, Inc. (NYSE:KGS) Receives Average Rating of "Moderate Buy" from Brokerages
Nine analysts have given Kodiak Gas Services, Inc. (NYSE:KGS) an average rating of "Moderate Buy," with an average 1-year target price of $44.83. Despite this, the company reported an EPS miss and a slight revenue decline, and its high dividend payout ratio of 245% raises concerns about sustainability. The stock is currently trading at $41.52 with a PE ratio of 51.89.
Kodiak Gas Services, Inc. (NYSE:KGS) Short Interest Update
Kodiak Gas Services (NYSE:KGS) experienced a significant 25.7% drop in short interest as of January 15, totaling 4,162,899 shares, representing 4.8% of the float. The company declared a quarterly dividend of $0.49, equating to a 4.7% annualized yield. Analysts generally rate KGS a "Moderate Buy" with an average price target of $44.83.
Kodiak Gas Services (KGS) Is Up 5.0% After Third Straight Annual Dividend Raise Has The Bull Case Changed?
Kodiak Gas Services (KGS) recently declared its third consecutive annual dividend increase of $0.49 per share for Q4 2025, reinforcing its commitment to capital returns. While the dividend raise confirms management's focus on income, the article highlights concerns regarding tight dividend coverage and interest costs, suggesting these factors could limit future financial flexibility. Investors are encouraged to consider diverse perspectives due to varying fair value estimates and should await Q4 2025 results for clarity on cash generation and the company's future balance of growth, buybacks, and payouts.
Kodiak Gas Services declares $0.49 per share Q4 dividend By Investing.com
Kodiak Gas Services (NYSE:KGS) has declared a cash dividend of $0.49 per share for Q4 2025, payable on February 20, 2026, to stockholders of record as of February 13, 2026. The company, known for its contract compression services to the oil and gas industry, has raised its dividend for three consecutive years and holds a current yield of 4.84%. This announcement comes ahead of its Q4 and full-year 2025 financial results scheduled for February 25, 2026.
Kodiak Gas Services, Inc. (NYSE:KGS) to Issue $0.49 Quarterly Dividend
Kodiak Gas Services, Inc. (NYSE:KGS) has declared a quarterly dividend of $0.49 per share, payable on February 20th to shareholders of record on February 13th. This represents an annualized dividend of $1.96 and a yield of 4.8%. Although the dividend is currently covered by earnings with a payout ratio of 90.3%, analysts expect a future payout ratio of 92.5%, suggesting potential vulnerability if earnings decline.
Kodiak Gas Services declares $0.49 per share Q4 dividend
Kodiak Gas Services (NYSE:KGS) announced a cash dividend of $0.49 per share for Q4 2025, payable on February 20, 2026. This marks the third consecutive year of dividend growth for the company, which boasts a current yield of 4.84%. The announcement precedes their Q4 and full-year 2025 financial results, scheduled for release on February 25, 2026.
Kodiak Gas Services Declares Quarterly Dividend, Sets Earnings Date
Kodiak Gas Services (KGS) has announced a quarterly cash dividend of $0.49 per share for Q4 2025, payable on February 20, 2026. The company also set February 25-26, 2026, for its fourth-quarter and full-year 2025 earnings release and conference call. An analyst has a Buy rating on KGS stock with a $45.00 price target, while TipRanks' AI Analyst, Spark, rates it as Neutral due to strong financial performance offset by high leverage and an overvalued P/E ratio.
Kodiak Gas to pay $0.49 a share Feb. 20, hold 2025 earnings call Feb. 26
Kodiak Gas Services (NYSE: KGS) has declared a cash dividend of $0.49 per share for the fourth quarter of 2025, payable on February 20, 2026. The company also announced it will release its fourth-quarter and full-year 2025 financial results on February 25, 2026, and will host a conference call on February 26, 2026, at 11:00 a.m. Eastern Time to discuss the results.
Kodiak Gas Services Announces Quarterly Dividend and Fourth Quarter and Full Year 2025 Earnings Release and Conference Call Schedule
Kodiak Gas Services, Inc. (NYSE: KGS) declared a cash dividend of $0.49 per share for the fourth quarter of 2025, payable on February 20, 2026. The company also announced it will release its fourth-quarter and full-year 2025 financial results on February 25, 2026, and will host a conference call on February 26, 2026, to discuss these results.
Kodiak Gas Services Currently Up Eight Consecutive Days, on Pace for Longest Winning Streak Since January 2024 -- Data Talk
Kodiak Gas Services (KGS) is currently experiencing an eight-day consecutive upward trend, putting it on track for its longest winning streak since January 2024. This data talk also briefly mentions Unity Software's (U.US) fourth-quarter financial results, reporting revenue of $609 million and a loss of 66 cents per share.
Goldman Sachs raises Kodiak Gas Services stock price target to $46 on growth
Goldman Sachs has increased its price target for Kodiak Gas Services (NYSE: KGS) to $46.00 from $42.00, reiterating a Buy rating, ahead of its Q4 2025 earnings report. The investment bank anticipates Kodiak's Q4 2025 EBITDA to be $179 million, slightly below consensus, and projects $747 million for 2026, also revised downwards, yet highlights the strong compression market and Kodiak's extended orderbook into 2027. Despite some adjustments, Kodiak's core business performs well, backed by significant revenue growth, solid financial health, and shareholder-friendly dividend increases.
Kodiak Gas Services shows improved relative strength; still shy of benchmark
Kodiak Gas Services is demonstrating improved relative strength in its stock performance, though it has not yet reached benchmark levels. This suggests a positive trend in its recent market activity.
Trading the Move, Not the Narrative: (KGS) Edition
This article analyzes Kodiak Gas Services Inc. (KGS) using AI models, highlighting strong near and mid-term sentiment, but elevated downside risk in the long term. It provides three trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide traders on potential entry, target, and stop-loss levels. The piece emphasizes proactive trading based on signals rather than market narratives.
Does Kodiak Gas Services (KGS) Have a Long-Term Demand Outlook?
Riverwater Partners' Small Cap Strategy recently added Kodiak Gas Services, Inc. (KGS) to its portfolio, citing a favorable long-term demand outlook for contract compression services due to growth in oil and gas production, particularly natural gas. The firm believes KGS is well-positioned for durable free cash flow and consistent earnings growth, driven by LNG export expansion, rising power demand from data centers, and broader electrification. While KGS is not among the 30 most popular hedge fund stocks, its strong position in a consolidated industry with long-term contracts makes it an attractive investment according to Riverwater Partners.
Kodiak Gas Services (NYSE:KGS) Stock Price Expected to Rise, Mizuho Analyst Says
Mizuho analysts raised the target price for Kodiak Gas Services (NYSE:KGS) from $36 to $44, maintaining an "outperform" rating and implying a 14.1% upside. Other analysts have also issued "Buy" or "Overweight" ratings for the stock, though Zacks recently downgraded it to "Hold." Despite missing quarterly EPS and showing slightly lower revenue, the company has seen increased institutional investment, with firms like Invesco and Vanguard raising their stakes.
Short Interest in Kodiak Gas Services, Inc. (NYSE:KGS) Grows By 20.6%
Kodiak Gas Services (NYSE:KGS) experienced a significant 20.6% increase in short interest as of December 31st, reaching 5,600,484 shares, which represents 6.5% of its shares and a short-interest ratio of 3.9 days. Despite this, analysts maintain a "Moderate Buy" rating with a consensus target price of $44.83, indicating potential upside from its current trading price of around $37.76. The company also raised its quarterly dividend to $0.49, offering a 5.2% yield, though its high dividend payout ratio of 245% raises questions about sustainability.
Top Dividend Stocks: Kodiak Gas Services & More Analyzed - News and Statistics
This article identifies Kodiak Gas Services Inc. (KGS) as an undervalued dividend stock for income investors, based on a screening process that focused on valuation and analyst consensus. KGS offers a 5.19% dividend yield and a "Strong Buy" rating from analysts with significant upside potential. The article also provides extensive detail about an IndexBox market intelligence report on the global turbo, rotary, and reciprocating displacement compressor industry, outlining its scope, methodology, and forecast.
3 Undervalued Dividend Stocks to Buy in 2026
This article identifies three undervalued dividend stocks for 2026: Kodiak Gas Services Inc (KGS), Netstreit Corp (NTST), and Permian Resources Corp (PR). These companies were selected using Barchart's Stock Screener, focusing on high dividend yield, attractive forward P/E ratios, and strong analyst ratings. The author highlights their current financial performance, dividend payouts, and upside potential, positioning them as attractive options for income-focused investors despite recent market fluctuations.
A Look At Kodiak Gas Services (KGS) Valuation After Analyst Upgrades And Confidence In Future Demand
Kodiak Gas Services (KGS) is gaining attention due to recent analyst upgrades and strong demand forecasts for its gas compression services. Despite a recent share price gain, the stock's valuation is debated, with one narrative suggesting it's 14.6% undervalued at $44.20, while its high P/E ratio of 43.2x relative to industry averages signals potential valuation risk. The company aims to boost margins through technology investments, though risks associated with Permian activity and energy transition remain.
State of Alaska Department of Revenue Takes $1.34 Million Position in Kodiak Gas Services, Inc. $KGS
The State of Alaska Department of Revenue has acquired a new stake of 36,147 shares in Kodiak Gas Services (NYSE:KGS) valued at approximately $1.34 million. This new position contributes to hedge funds and other institutional investors collectively owning about 24.95% of the company's stock. Despite missing Q3 earnings and revenue estimates, Kodiak Gas Services recently increased its quarterly dividend to $0.49 per share, though its high payout ratio suggests potential sustainability concerns.
Mizuho Praises Kodiak Gas Services’ (KGS) Capital Plan and Strategy Amid Tight Permian Gas Supply
Mizuho has reiterated its "Outperform" rating on Kodiak Gas Services (KGS), despite a slight reduction in its price target, commending the company's capital plan and strategy to enhance contracted margins in the Permian Basin. This positive outlook follows Kodiak's strong Q3 2025 earnings, which saw significant revenue growth, successful ERP system implementation, and raised full-year discretionary cash flow guidance, indicating robust operational performance and strategic alignment for future growth.
Mizuho Praises Kodiak Gas Services' (KGS) Capital Plan and Strategy Amid Tight Permian Gas Supply
Mizuho has reiterated an Outperform rating on Kodiak Gas Services (KGS) while slightly lowering its price target to $44 from $47. The firm commends Kodiak's capital plan for aligning with its strategy to expand contracted margins amidst tight Permian Basin natural gas supply. This decision follows Kodiak's strong Q3 2025 earnings, which saw record Contract Services revenue and increased guidance for discretionary cash flow.
