ONEOK set to report Q4 earnings: What's in store for the stock?
This article mentions that ONEOK is scheduled to report its Q4 earnings soon. It prompts the reader to consider the potential implications for the stock following this earnings report.
ONEOK Set to Report Q4 Earnings: What's in Store for the Stock?
ONEOK Inc. (OKE) is scheduled to release its fourth-quarter 2025 earnings on February 23rd. The company's earnings are expected to benefit from increased industrial demand, strong fee-based contracts, and strategic acquisitions, despite potential headwinds from higher interest expenses. Analysts predict a slight decrease in EPS but significant revenue growth, though the quantitative model does not conclusively predict an earnings beat.
MPLX LP: Why This Midstream MLP Deserves a Premium Valuation
MPLX LP justifies its premium valuation among midstream companies due to its superior distribution growth profile, disciplined capital allocation resulting in per-unit value creation, and stable, contracted cash flows through its partnership with Marathon Petroleum. The company recently increased its quarterly distribution by 12.5% and aims for 8-12% annual distribution growth through 2030, supported by robust organic growth projects in natural gas and NGL services. Despite concentration risk with Marathon Petroleum, the stable contracts and strategic importance of MPLX's assets mitigate this, offering investors strong risk-adjusted income growth and potential for 16-17% total annual returns.
Investors Flock to ONEOK Call Options
Investors showed strong bullish sentiment towards ONEOK, Inc. (NYSE:OKE) as call option trading volume surged by 233% in one day. This increase suggests confidence in the midstream energy company's future performance and growth prospects. While the stock has seen recent volatility, the unusual options activity indicates that investors anticipate a rise in its stock price.
Oneok Inc. (OKE) Surpasses Market Returns: Some Facts Worth Knowing
Oneok Inc. (OKE) recently outperformed the market, with its stock rising 15.6% in the past month. The company is set to release its earnings on February 23, 2026, with anticipated EPS of $1.49 and revenue of $9.49 billion for the quarter. Despite a current Zacks Rank of #4 (Sell), investors are looking at its valuation metrics, including a Forward P/E of 14.87 and a PEG ratio of 4.86.
Earnings Preview: ONEOK Inc to Report Financial Results Post-market on February 23
ONEOK Inc (OKE.US) is scheduled to release its financial results post-market on February 23 ET. Analysts anticipate the company to report revenue of USD8.90 billion for Q4 2025, a 27.08% year-over-year increase, and an estimated EPS of USD1.498, marking a 4.6% decrease year-over-year. The financial results are based on US-GAAP accounting standards.
ONEOK, Inc. $OKE Shares Purchased by Advisors Capital Management LLC
Advisors Capital Management LLC significantly increased its stake in ONEOK, Inc. (NYSE:OKE) by 23.6% in the third quarter, bringing their total holdings to 759,241 shares valued at approximately $55.4 million. Other major institutional investors also made significant moves, with Norges Bank initiating a large new position and Vanguard Group increasing its extensive holdings. ONEOK recently raised its quarterly dividend to $1.07, resulting in a 5.0% yield and a payout ratio of 78.7%.
Oneok Inc. (OKE) Surpasses Market Returns: Some Facts Worth Knowing
Oneok Inc. (OKE) recently outperformed the market, with its stock rising 15.6% in the past month. The company is set to release its earnings on February 23, 2026, with analysts expecting a revenue increase despite a projected EPS drop. However, Oneok Inc. currently holds a Zacks Rank of #4 (Sell) and trades at a premium compared to its industry average.
Analysts Estimate Oneok Inc. (OKE) to Report a Decline in Earnings: What to Look Out for
Analysts expect Oneok Inc. (OKE) to report a year-over-year decline in earnings but an increase in revenues for the quarter ended December 2025. The company's upcoming earnings report, due on February 23, could impact its stock price based on how closely its actual results align with these estimates. A negative Earnings ESP and a Zacks Rank of #4 currently make it difficult to predict an earnings beat.
Analysts estimate Oneok Inc. (OKE) to report a decline in earnings: What to look out for
This article discusses analyst expectations for Oneok Inc. (OKE), predicting a decline in its upcoming earnings report. It highlights key financial metrics that investors should monitor to assess the company's performance against these lowered expectations.
Analysts Estimate Oneok Inc. (OKE) to Report a Decline in Earnings: What to Look Out for
Analysts are forecasting a year-over-year decline in earnings for Oneok Inc. (OKE) for the quarter ending December 2025, despite an expected increase in revenues. The consensus EPS estimate has been revised lower, and the company currently has a negative Earnings ESP and a Zacks Rank #4, making an earnings beat difficult to predict. Investors will be watching the actual results, expected on February 23, to see how they compare to these estimates and what management discusses regarding business conditions.
Morgan Stanley Maintains Buy Rating on ONEOK (OKE) Stock
Morgan Stanley has reiterated its Buy rating for ONEOK (OKE) stock. This indicates the firm's continued confidence in the company's performance and future prospects, suggesting potential for growth in its stock value.
M&G PLC Purchases 79,902 Shares of ONEOK, Inc. $OKE
M&G PLC increased its stake in ONEOK, Inc. by 8.3% in the third quarter, acquiring an additional 79,902 shares to hold a total of 1,039,005 shares valued at approximately $75.85 million. ONEOK recently raised its quarterly dividend to $1.07, representing a 5.0% yield, and is currently trading near its consensus target price of $85.80. The company, a midstream energy provider, has a market capitalization of $54.17 billion and its shares are mostly owned by institutional investors and hedge funds.
Texas Yale Capital Corp. Acquires 15,450 Shares of ONEOK, Inc. $OKE
Texas Yale Capital Corp. increased its stake in ONEOK, Inc. by 15.4% in the third quarter, acquiring an additional 15,450 shares and bringing its total holdings to 115,523 shares valued at $8.43 million. Other institutional investors also adjusted their positions in ONEOK, and the company recently declared a quarterly dividend of $1.07 per share, increasing its annualized dividend to $4.28. Analysts have weighed in with mixed ratings, with a consensus "Hold" and an average price target of $85.80.
ONEOK, Inc. $OKE Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC reduced its stake in ONEOK, Inc. (NYSE:OKE) by 36.8% in the third quarter, selling 257,057 shares and retaining 440,801 shares valued at approximately $32.17 million. Despite this sale, other major institutional investors like Norges Bank and First Eagle significantly increased their holdings, contributing to a total institutional ownership of 69.13%. ONEOK recently increased its quarterly dividend to $1.07, offering a 5.0% yield, and analysts currently assign the stock a "Hold" rating with an average target price of $85.80.
ABN Amro Investment Solutions Invests $4.45 Million in ONEOK, Inc. $OKE
ABN Amro Investment Solutions purchased a new stake of 61,001 shares, valued at approximately $4.45 million, in ONEOK, Inc. during the third quarter. ONEOK recently increased its quarterly dividend to $1.07 per share, resulting in a 5.0% yield and a payout ratio of 78.68%. The company currently holds a consensus "Hold" rating from analysts with an average target price of $85.80.
TCTC Holdings LLC Acquires 46,020 Shares of ONEOK, Inc. $OKE
TCTC Holdings LLC significantly increased its stake in ONEOK, Inc. by 447.4% in the third quarter, adding 46,020 shares to hold a total of 56,307 shares valued at approximately $4.11 million. This increase comes as ONEOK recently raised its quarterly dividend to $1.07 per share, offering an annualized yield of about 5.0%. Despite a mixed outlook from analysts, with an average "Hold" rating, institutional investors maintain a substantial ownership of roughly 69.1% of the company's stock.
Better Dividend Stock: Oneok vs. Kinder Morgan
This article compares Oneok and Kinder Morgan, two leading pipeline stocks, highlighting their dividend yields and growth potential. Oneok offers a higher current dividend yield (over 5%) and faster expected dividend growth, making it suitable for income-focused investors. Kinder Morgan, with a 3.7% yield, provides higher growth potential due to its extensive project backlog and lower payout ratio, appealing to those seeking higher total returns.
29,272 Shares in ONEOK, Inc. $OKE Acquired by Caprock Group LLC
Caprock Group LLC has acquired a new stake of 29,272 shares in ONEOK, Inc. (NYSE: OKE) valued at approximately $2.24 million during the third quarter. This acquisition is part of broader institutional interest in ONEOK, with several other firms also adjusting their positions. The article also notes ONEOK's recent dividend increase, its current stock performance, and analysts' ratings.
Cibc World Market Inc. Has $18.13 Million Stake in ONEOK, Inc. $OKE
Cibc World Market Inc. increased its stake in ONEOK, Inc. (NYSE:OKE) by 20.9% during the third quarter, bringing its total holdings to 248,455 shares valued at $18.13 million. Other hedge funds also adjusted their positions in ONEOK, and analysts have set new price targets ranging from $72.00 to $103.00, with a consensus "Hold" rating. The company recently increased its quarterly dividend to $1.07, representing a 5.1% dividend yield.
After a 15% Drop in 2025, Can ONEOK Stock Recover in 2026?
ONEOK (ONEOK) enters 2026 with governance changes, including new independent directors, and a dividend increase, aiming to solidify oversight and cash flow stability. Despite a 15% drop in 2025, a TIKR valuation model projects ONEOK stock could reach $100 by December 2027, implying an 18% upside and a 9.3% annualized return over two years. However, this return is considered conservative and slightly below typical equity hurdle rates, indicating potential risks related to integration and commodity exposure.
Understanding the Setup: (OKE) and Scalable Risk
The article analyzes Oneok Inc. (OKE), noting a strong near-to mid-term sentiment but a weak long-term outlook, with a breakout currently underway. It details three distinct AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) for various risk profiles, along with multi-timeframe signal analysis indicating support and resistance levels. The report emphasizes the potential for higher levels if the breakout is sustained but also highlights elevated downside risk due to a lack of additional long-term support.
2 Dividend Stocks to Double Up on Right Now
This article recommends two dividend stocks, Realty Income (NYSE: O) and Oneok (NYSE: OKE), for long-term investors seeking to reduce volatility through dividend-paying companies. Realty Income, a REIT, offers a 5.1% dividend yield and has a history of increasing monthly payouts, while midstream energy company Oneok, yielding 5.3%, recently raised its quarterly dividend and benefits from fee-based revenue. Both companies are highlighted for their commitment to and financial capacity for sustaining dividend payments.
JP Morgan Thinks Soft Macroeconomic Conditions Could Affect Natural Gas Player ONEOK (OKE)
JP Morgan has expressed concerns that soft macroeconomic conditions could negatively impact ONEOK (OKE), a natural gas player. The firm maintains a Neutral rating on ONEOK with a price target of $73.00, suggesting potential downside from its last closing price.
ONEOK just paid investors: Here’s why this dividend earns a B+
The article reports that ONEOK (OKE) recently paid its shareholders a quarterly dividend of $0.9975 per share, representing an annualized payout of $3.99. This dividend translates to a yield of 5.51% and has been consistently growing for the past 29 years. The article assigns ONEOK's dividend a B+ rating due to its strong yield, low payout ratio, and consistent dividend growth.
ONEOK Stock: Is Wall Street Bullish or Bearish?
ONEOK, Inc. (OKE) is a leading U.S. midstream energy company involved in natural gas and NGLs. Despite underperforming the broader market over the past year, OKE shares are up 13.1% YTD. The company recently increased its quarterly dividend, and analysts hold a "Moderate Buy" consensus rating, though one analyst recently downgraded the stock citing better opportunities elsewhere.
Is DT Midstream’s CEO-to-Chair Shift and New President-COO Model Reshaping Governance Priorities (DTM)?
DT Midstream has announced a leadership change with CEO David Slater moving to Executive Chairman and Christopher Zona becoming President and COO. This reshuffle is seen as an internal handoff maintaining the existing strategy rather than a change in direction, keeping long-tenured executives at the helm. The article suggests that while DTM's shares may be undervalued, investors should focus on valuation, leverage, and earnings growth, as the leadership change does not significantly alter the operational risk profile.
SPC Financial Inc. Reduces Position in ONEOK, Inc. $OKE
SPC Financial Inc. significantly reduced its stake in ONEOK, Inc. by 70.1% in Q3, now holding 9,689 shares valued at $707,000. Despite this, other institutions increased their holdings, and ONEOK raised its quarterly dividend to $1.07 per share, offering a 5.2% yield. Analysts generally rate ONEOK as a "Hold" with a consensus price target of $87.31.
Envestnet Asset Management Inc. Raises Stock Position in ONEOK, Inc. $OKE
Envestnet Asset Management Inc. significantly increased its stake in ONEOK, Inc. (NYSE:OKE) by 19.8% in Q3, acquiring an additional 163,240 shares to reach a total of 985,872 shares valued at approximately $71.94 million. ONEOK also recently announced an increase in its quarterly dividend to $1.07, providing an annualized yield of about 5.2%. The company currently holds a consensus "Hold" rating from analysts with an average target price of $87.31.
Alps Advisors Inc. Has $47.73 Million Stock Position in ONEOK, Inc. $OKE
Alps Advisors Inc. increased its stake in ONEOK, Inc. (NYSE:OKE) by 16.9% during the third quarter, now holding 654,162 shares valued at approximately $47.73 million. The utilities provider also boosted its quarterly dividend to $1.07 per share, resulting in an annualized dividend of $4.28 and a yield of 5.2%. Despite mixed analyst ratings, with a consensus "Hold" and an average target price of $87.31, ONEOK shares currently trade around $81.89 with a market capitalization of $51.5 billion.
A Look At DT Midstream (DTM) Valuation After Leadership Moves At The Top
DT Midstream (DTM) has undergone a leadership reshuffle, prompting an examination of its valuation. While the company has seen significant share price gains, including a 30.26% total shareholder return over one year, its market price is slightly above the average analyst target. The article presents two valuation narratives: one suggesting the stock is 2% overvalued at $126.08, and another, based on a DCF model, indicating a 41% discount with a fair value of $216.43.
Is Nuclear-Powered Water Treatment Transforming the Investment Case For NGL Energy Partners (NGL)?
NGL Energy Partners recently reported stronger net income in its third quarter, driven by its Water Solutions segment. This growth, coupled with a new collaboration with Natura Resources LLC to use molten-salt nuclear reactor technology for water treatment and desalination, is re-shaping NGL's investment narrative towards a long-term water infrastructure business. However, the company still faces challenges including high leverage, and its stock is currently trading above some intrinsic value estimates.
Does ONEOK’s New Directors and Higher Dividend Signal a Shift in Capital Priorities for OKE?
ONEOK, Inc. recently appointed two independent directors to its board and increased its quarterly dividend to US$1.07 per share, signaling a potential shift in capital priorities. These developments are examined in the context of the company's fee-based midstream model, dividend coverage, and debt levels, with investors awaiting Q4 2025 results for further clarity on its financial flexibility. The article also notes varied fair value estimates among the Simply Wall St Community, emphasizing the importance of diverse perspectives.
ONEOK (OKE) Draws Mixed Analyst Calls and Price Target Falls
ONEOK (OKE) has received mixed analyst ratings with varying price targets. Morgan Stanley maintained an "Overweight" rating but lowered its price target from $107 to $104, while JPMorgan downgraded ONEOK from "Overweight" to "Neutral" and reduced its price target from $87 to $83 due to the company not meeting EBITDA guidance amidst soft macroeconomic conditions. ONEOK, an energy infrastructure company operating a 60,000-mile pipeline network, serves natural gas, NGLs, refined products, and crude oil markets across North America.
JP Morgan Thinks Soft Macroeconomic Conditions Could Affect Natural Gas Player ONEOK (OKE)
JPMorgan downgraded ONEOK (OKE) to "Neutral" and cut its target price to $84, citing soft macroeconomic fundamentals and the need for higher oil prices to improve investor sentiment. Other firms like Morgan Stanley and UBS also lowered their target prices, though most analysts maintain favorable ratings, with a median target price implying a 4.81% upside despite the adjustments. These changes follow ONEOK's recent announcement of a ~4% increase in its quarterly dividend.
JP Morgan Thinks Soft Macroeconomic Conditions Could Affect Natural Gas Player ONEOK (OKE)
JP Morgan has lowered its target price for ONEOK (OKE) and downgraded its rating to "Neutral" due to soft macroeconomic conditions, although other firms like Morgan Stanley and UBS also adjusted target prices while maintaining "Overweight" or "Buy" ratings. This comes after ONEOK announced a 4% increase in its quarterly dividend. Despite the target price cuts, analysts generally remain favorable on the stock, with 58% holding a "Buy" rating.
$100 Invested In ONEOK 10 Years Ago Would Be Worth This Much Today
An investment of $100 in ONEOK (NYSE: OKE) made 10 years ago would now be worth $388.57, reflecting an average annual return of 15.27%. The company has outperformed the market by 1.14% on an annualized basis over the last decade, highlighting the impact of compounded returns on investment growth. ONEOK currently boasts a market capitalization of $51.14 billion.
ONEOK (OKE) Draws Mixed Analyst Calls and Price Target Falls
ONEOK (OKE) has received mixed analyst calls with differing price targets. Morgan Stanley maintained an Overweight rating but slightly lowered its price target to $104, citing the energy sector's strong performance. In contrast, JPMorgan downgraded ONEOK to Neutral and reduced its price target to $83 due to the company not meeting EBITDA guidance amidst soft macro fundamentals.
ONEOK (OKE) Draws Mixed Analyst Calls and Price Target Falls
ONEOK (OKE) has received mixed analyst calls, with Morgan Stanley maintaining an Overweight rating but lowering its price target from $107 to $104 due to a review of midstream infrastructure stocks. In contrast, JPMorgan downgraded OKE from Overweight to Neutral and reduced its price target from $87 to $83, citing the company's failure to meet EBITDA guidance and soft macro fundamentals. The article also notes that sentiment could improve with rising oil prices.
Is It Too Late To Consider Golar LNG (GLNG) After Multiyear Share Price Surge?
This article analyzes Golar LNG (GLNG) after a significant share price surge, concluding that the stock appears overvalued based on a Dividend Discount Model and Price-to-Earnings ratio. The DDM suggests a fair value of US$15.06 compared to the current US$40.58, indicating a 169.5% overvaluation. Similarly, its P/E ratio of 69.47x is considerably higher than the industry average and Simply Wall St's calculated Fair Ratio, reinforcing concerns about its valuation.
ONEOK Just Paid Investors: Here’s Why This Dividend Earns a B+
ONEOK (OKE) recently paid a quarterly dividend of $1.07 per share, a 3.88% increase, bringing its yield to 5.26%. While the company has a strong history of dividend growth, its free cash flow coverage has tightened, falling to 0.97x year-to-date in 2025, although it rebounded to 1.27x in Q3 2025. Investors should monitor the upcoming Q4 2025 earnings report for further clarity on dividend sustainability amidst energy sector headwinds.
Harmony Asset Management LLC Sells 19,274 Shares of ONEOK, Inc. $OKE
Harmony Asset Management LLC has reduced its stake in ONEOK, Inc. (NYSE:OKE) by 38.9%, selling 19,274 shares and now holding 30,284 shares valued at $2.21 million. While other institutional investors have mostly increased their positions in ONEOK, analyst sentiment is mixed, with some downgrading earnings forecasts and the consensus rating for the stock remaining "Hold" with an average price target of $87.31. ONEOK recently increased its quarterly dividend to $1.07 per share, offering an annualized yield of 5.3%.
Oneok Inc. (OKE) Ascends While Market Falls: Some Facts to Note
Oneok Inc. (OKE) experienced a 2.64% gain in its latest trading session, outperforming the S&P 500. Despite a recent Zacks Rank of #4 (Sell), the company's shares have risen 10.44% over the past month. Investors are anticipating its upcoming earnings report on February 23, 2026, with an expected EPS of $1.49 and revenue of $9.49 billion.
What's Driving the Market Sentiment Around ONEOK Inc?
ONEOK Inc.'s short interest has increased by 11.86% since its last report, with 22.10 million shares sold short, representing 3.96% of its available shares. This indicates a more bearish sentiment among investors compared to its peers, whose average short interest is 3.16%. It would take traders an estimated 6.31 days to cover their short positions.
ONEOK FY2025 EPS Estimate Reduced by US Capital Advisors
US Capital Advisors has lowered its FY2025 earnings per share estimate for ONEOK (NYSE:OKE) to $5.37 from $5.42, while the consensus estimate currently stands at $5.07. The company recently increased its quarterly dividend to $1.07, resulting in an annualized dividend of $4.28 and a 5.5% yield. Analyst coverage for ONEOK is mixed, with an average "Hold" rating and an average price target of $87.31.
Oil prices gain on US shootdown of Iranian drone
Oil prices rose by 2% following a new escalation of tensions between the U.S. and Iran, specifically after a U.S. aircraft shot down an Iranian drone. Brent crude and West Texas Intermediate both saw significant gains, reversing previous drops. Oklahoma energy stocks also performed strongly, with many companies experiencing increased share values.
ONEOK stock bounces before the bell after Monday slide as dividend and Feb. 23 earnings near
ONEOK shares saw a premarket bounce after a prior day's slide, coinciding with the stock going ex-dividend. Investors are now looking ahead to the upcoming quarterly dividend payout on February 13th and the Q4 2025 earnings report and conference call scheduled for February 23rd and 24th, respectively. The company recently increased its quarterly dividend and is facing a recent analyst downgrade and price target cut from JPMorgan Chase & Co.
MPLX LP Reports Fourth-Quarter and Full-Year 2025 Results
MPLX LP has released its financial results for the fourth quarter and full year of 2025, reporting significant increases in net income and adjusted EBITDA. The company highlighted strategic investments in its natural gas and NGL value chains and a commitment to returning capital to unitholders, outlining a $2.4 billion organic growth capital plan for 2026. These initiatives aim to drive mid-single-digit adjusted EBITDA growth by expanding infrastructure in key basins and along the Gulf Coast.
Jones Financial Companies Lllp Increases Position in ONEOK, Inc. $OKE
Jones Financial Companies Lllp significantly increased its stake in ONEOK, Inc. (NYSE:OKE) by 29.6% in the third quarter, bringing its total holdings to 534,285 shares valued at $39.4 million. This move is part of a broader trend of institutional investors boosting their positions in the utilities provider. Wall Street analysts currently have a "Hold" rating on ONEOK, with an average target price of $87.31, and the company recently increased its quarterly dividend to $1.07 per share.
ONEOK Inc (OKE) Shares Gap Down to $75.94 on Feb 2
ONEOK Inc (OKE) shares gapped down 4.10% on February 2, trading at an intraday low of $75.38 before closing slightly higher at $75.94. This puts the stock significantly below its 52-week high but above its 52-week low. Analyst forecasts suggest an average target price of $87.76, indicating a 15.57% upside, with a consensus "Outperform" rating.
