A dual-coast LNG strategy
Sempra Infrastructure is pursuing a dual-coast LNG strategy, developing facilities on both the US Gulf Coast and Mexico Pacific Coast to serve Atlantic and Pacific markets. The company's Vice President, Carlos de la Vega, discusses the progress of projects like Port Arthur LNG and Cameron LNG. This approach aims to provide competitive and flexible LNG supply to a global market.
Reasons Why PSX's Midstream Portfolio Offsets Elevated Crude Prices
Phillips 66 (PSX) is strategically positioned to benefit from anticipated lower crude oil prices due to its refining business model, which allows it to purchase raw materials cheaply. To mitigate crude price volatility, PSX has significantly expanded its midstream segment, which provides stable, fee-based revenues and predictable cash flows. This robust midstream footprint gives PSX an advantage over competitors like PBF Energy in navigating high crude price environments.
Roku and Martin Marietta Materials have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Roku (ROKU) as the Bull of the Day due to its improving fundamental picture, strong Q4 earnings beat, and positive analyst estimates, suggesting a potential breakout in 2026. Conversely, Martin Marietta Materials (MLM) is labeled the Bear of the Day following an earnings miss, weak Q4 performance, and downward revisions in analyst estimates, signaling potential downside risk despite recent stock rallies. The article also touches on the natural gas market's recent price collapse and highlights potential investment opportunities in companies like The Williams Companies, Comstock Resources, and Expand Energy.
Williams Companies (WMB) Gains Analyst Confidence with Growth Outlook
Wells Fargo analyst Praneeth Satish has raised the price target for The Williams Companies (WMB) to $80, maintaining an Overweight rating, following the company's Analyst Day presentation where it projected over 10% five-year EBITDA compound annual growth. Williams also secured approval for its "Socrates The Younger" power initiative and is exploring acquisitions of US natural gas production assets to bolster its energy services for AI data centers. The company, an energy infrastructure firm with extensive natural gas pipeline systems, is strategically positioning itself to meet the growing energy demands of the AI sector.
Williams Companies (WMB) Gains Analyst Confidence with Growth Outlook
Wells Fargo analyst Praneeth Satish raised the price target for The Williams Companies, Inc. (WMB) to $80, maintaining an Overweight rating, following the company's projection of over 10% five-year EBITDA compound annual growth. Williams also announced approval for a power initiative, boosting its power backlog and detailing significant active construction contracts and an opportunity pipeline. Additionally, Reuters reported that Williams is exploring the acquisition of U.S. natural gas production assets to secure supplies for hyperscalers and AI data center developers, aiming to become a single energy partner for these clients.
Roku and Martin Marietta Materials have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Roku (ROKU) as its Bull of the Day, citing improved fundamentals, strong quarterly results, and a potential breakout in 2026. Conversely, Martin Marietta Materials (MLM) has been designated the Bear of the Day due to an earnings miss, falling estimates, and a soft outlook for traditional construction markets. The article also touches on the natural gas market, suggesting that investors monitor names like The Williams Companies (WMB), Comstock Resources (CRK), and Expand Energy (EXE) amidst recent price volatility and underlying supply tightness.
Williams Companies, Inc. (The) $WMB Position Lessened by Illinois Municipal Retirement Fund
The Illinois Municipal Retirement Fund significantly reduced its stake in Williams Companies (NYSE: WMB) by 61% in Q3 2025, selling over 26,000 shares. Despite this, institutional investors collectively hold a majority 86.44% of the stock, and analysts maintain a "Moderate Buy" consensus rating with an average target price of $75.36. Williams Companies also raised its 2026 guidance, increased its quarterly dividend to $0.525, and projects over 10% adjusted EBITDA CAGR to 2030.
Weyerhaeuser switching most of its Goshen log trucks to natural gas
Weyerhaeuser is transitioning most of its log truck fleet at its Goshen, Oregon facility to run on compressed natural gas (CNG), moving away from traditional diesel. The company has already converted 10 of its 70 trucks and plans to switch 10 trucks annually over the next five years. This initiative positions Weyerhaeuser as an early adopter of alternative fuel technology, using natural gas sourced from manure which is considered to have a certified negative carbon intensity.
Advisors Capital Management LLC Has $50.64 Million Stock Position in Williams Companies, Inc. (The) $WMB
Advisors Capital Management LLC significantly increased its stake in Williams Companies, Inc. (NYSE:WMB) by 2.3% to 799,432 shares, valued at approximately $50.64 million, while institutional investors now collectively own 86.44% of the company. The company has received multiple analyst upgrades and price target increases, with management projecting over 10% CAGR in adjusted EBITDA through 2030. Williams Companies also raised its quarterly dividend to $0.525, representing a 2.9% yield, despite slightly missing quarterly EPS estimates.
Williams Companies, Inc. (The) $WMB Stock Holdings Increased by NEOS Investment Management LLC
NEOS Investment Management LLC significantly increased its stake in Williams Companies, Inc. (The) (NYSE:WMB) by 45.4% during the third quarter, now owning 165,469 shares valued at $10.48 million. Other institutional investors also adjusted their holdings, contributing to hedge funds and institutional investors owning 86.44% of the company's stock. The article also covers recent financial performance, dividend increases, analyst price target adjustments, and insider trading activity, noting a recent stock sale by an SVP.
Williams Companies, Inc. (The) $WMB Shares Purchased by Drucker Wealth 3.0 LLC
Drucker Wealth 3.0 LLC significantly increased its stake in Williams Companies (NYSE:WMB) by 93.5% in Q3, bringing its total holdings to 28,797 shares. This move is part of a broader trend of institutional investment, with various firms boosting their positions, resulting in 86.44% institutional ownership. Analysts have mostly positive outlooks, with a "Moderate Buy" consensus and an average price target of $75.36, further supported by the company's increased quarterly dividend and strategic growth projections.
Smart Waste Management Market Size to Worth $13.31 Billion by 2035 | SNS Insider
The smart waste management market is projected to reach $13.31 billion by 2035, growing at a CAGR of 14.13% from $3.55 billion in 2025. This growth is driven by increasing urbanization and the rising demand for intelligent, data-driven waste solutions, particularly in North America which currently dominates the market. While IoT-based technologies lead, AI is the fastest-growing segment, and lack of infrastructure in rural areas remains a significant challenge to expansion.
Top Analyst Reports for AbbVie, RTX & IBM
Zacks Research Daily has published new research reports on 16 major stocks, including AbbVie (ABBV), RTX Corp. (RTX), and International Business Machines Corp. (IBM), along with two micro-cap stocks, EVI Industries (EVI) and Rocky Mountain Chocolate Factory (RMCF). The reports highlight company performance, growth drivers, and potential headwinds for each stock, offering insights for investors.
Fifth Third Bancorp Purchases 19,754 Shares of Williams Companies, Inc. (The) $WMB
Fifth Third Bancorp increased its stake in Williams Companies, Inc. by 6.8% in Q3, purchasing 19,754 additional shares to bring its total holdings to 309,561 shares valued at $19.61 million. Other institutional investors like Norges Bank, Brookfield, Invesco, and Vanguard also made significant moves in Williams Companies stock. Despite missing quarterly EPS estimates, Williams Companies beat revenue expectations and issued optimistic FY2026 EPS guidance, while also increasing its quarterly dividend.
The Williams Companies (WMB) surged this week. Here is why
This article states that The Williams Companies (WMB) surged this week. It does not provide further details on why this surge occurred, as the content is incomplete.
HighTower Advisors LLC Has $106.50 Million Stake in Williams Companies, Inc. (The) $WMB
HighTower Advisors LLC significantly increased its stake in Williams Companies, Inc. by 25.2% in the third quarter, bringing its total holding to 1,681,066 shares valued at $106.50 million. This comes as other institutional investors also adjusted their positions in the pipeline company. Williams Companies recently reported mixed quarterly earnings, missing EPS estimates but exceeding revenue expectations, and announced an increase in its quarterly dividend to $0.525 per share.
Assetmark Inc. Grows Stock Holdings in Williams Companies, Inc. (The) $WMB
Assetmark Inc. significantly increased its stake in Williams Companies, Inc. (WMB) by 233.1%, now holding 153,954 shares valued at $9.75 million. This increase aligns with a recent cluster of analyst upgrades and positive sentiment for the pipeline company. Despite slightly missing Q4 EPS estimates, Williams Companies beat revenue expectations, provided positive FY2026 guidance, and raised its quarterly dividend.
Aberdeen Group plc Sells 93,557 Shares of Williams Companies, Inc. (The) $WMB
Aberdeen Group plc reduced its stake in Williams Companies, Inc. by 5.2% in Q3 2025, selling 93,557 shares and retaining over 1.6 million shares valued at $107.6 million. This trimming comes alongside other institutional investors like Vanguard Group Inc. and Invesco Ltd. making significant adjustments to their holdings. The article also highlights recent positive analyst ratings for Williams Companies and announces an increase in its quarterly dividend.
Antero Resources Expands Footprint With HG Energy Deal And Added Debt
Antero Resources Corporation has acquired HG Energy II Production Holdings for approximately US$2.8 billion, partially financed by a new US$1.5 billion unsecured term loan. This deal expands Antero's production footprint and alters its capital structure with increased debt. Investors should monitor the integration process, capital allocation, and the impact on cash flow and leverage, especially given the new debt covenant.
NextDecade Faces Brownsville LNG Crowding As Rio Grande Project Advances
NextDecade's Rio Grande LNG project continues amidst increasing competition in Brownsville, as Texas LNG also secures financing for its own facility. This concentration of LNG infrastructure could impact NextDecade's future partnerships and financial conditions, especially given its current low revenue and short cash runway. Investors are advised to monitor construction progress, financing developments, and customer preferences at the port.
Why Williams Companies (WMB) Is Up 8.0% After Stronger 2025 Earnings And What’s Next
Williams Companies (WMB) saw its stock rise 8.0% after reporting stronger full-year 2025 earnings, with revenues of US$11.95 billion and net income of US$2.62 billion, alongside an improved EPS of US$2.14. This performance, coupled with a 5% dividend increase, reinforces management's confidence in the company's gas infrastructure and LNG-linked assets, despite long-term decarbonization risks. The earnings beat is seen as a short-term catalyst, although questions remain about its long-term narrative and fair value estimates.
Analysts Conflicted on These Energy Names: Solaris Energy Infrastructure (SEI), PBF Energy (PBF) and Williams Co (WMB)
This article summarizes analyst ratings for three energy companies: Solaris Energy Infrastructure (SEI), PBF Energy (PBF), and Williams Co (WMB). Solaris Energy Infrastructure received a reiterated Buy rating from Stifel Nicolaus, with a Strong Buy consensus overall. PBF Energy maintained a Hold rating from Scotiabank and an overall Hold consensus. Williams Co was upgraded to Buy by Scotiabank, with a general Strong Buy consensus.
BTC Capital Management Inc. Boosts Stake in Waste Management, Inc. $WM
BTC Capital Management Inc. significantly increased its stake in Waste Management, Inc. by 117.1% in the third quarter, bringing its total holdings to 52,290 shares worth approximately $11.55 million. Despite this institutional vote of confidence, the article highlights recent significant insider selling by Waste Management executives, totaling over $10 million, which could create negative short-term sentiment. Waste Management also experienced a slight EPS miss in its latest quarterly report, though analysts maintain a "Moderate Buy" consensus rating with an average target price around $253.55.
AlphaQuest LLC Sells 21,341 Shares of Williams Companies, Inc. (The) $WMB
AlphaQuest LLC significantly reduced its stake in Williams Companies (NYSE:WMB) by 92.6% in Q3, selling 21,341 shares and retaining 1,709 shares. Despite this, Williams Companies has seen positive developments, including exceeding revenue estimates in Q4, raising its quarterly dividend to $0.525, and receiving upgraded ratings and price targets from several analysts, contributing to a "Moderate Buy" consensus. The company also announced FY2026 guidance and has garnered increased institutional ownership.
|Analysts Offer Insights on Energy Companies: Williams Co (WMB) and Helmerich & Payne (HP)
|Analysts have issued new ratings for energy companies Williams Co (WMB) and Helmerich & Payne (HP). Jefferies reiterated a Buy rating on Williams Co with a $78.00 price target, while RBC Capital maintained a Hold rating on Helmerich & Payne with a target of $36.00. Both companies have an analyst consensus indicating a positive outlook.
Enterprise Products Partners (EPD) stock jumps nearly 5% after CPI cools; what investors watch next
Enterprise Products Partners (EPD) units rose nearly 5% after a cooler U.S. inflation reading, which spurred expectations for rate cuts and sent Treasury yields lower. The company also announced a quarterly payout of $0.55 per unit and repurchased $50 million of its common units. While inflation remains a concern, investors will watch whether the positive trend for EPD holds after the upcoming holiday weekend.
Williams Companies Q4 Earnings Miss Estimates, Revenues Beat
Williams Companies (WMB) reported Q4 2025 adjusted earnings of 55 cents per share, missing the Zacks Consensus Estimate of 58 cents due to increased costs and weak performance in certain segments. Despite the earnings miss, revenues for the quarter beat estimates at $3.2 billion, an increase from the previous year, driven by higher service revenues and product sales. The company provided optimistic 2026 guidance, including an expected adjusted EBITDA between $8.05 billion and $8.35 billion, and announced a 5% increase in its annual dividend.
Varma Mutual Pension Insurance Co Acquires 19,700 Shares of Williams Companies, Inc. (The) $WMB
Varma Mutual Pension Insurance Co increased its stake in Williams Companies by 8.6% in Q3, purchasing 19,700 additional shares to reach a total of 248,500 shares valued at $15.742 million. Despite missing Q-estimated EPS, Williams Companies beat revenue estimates, maintained its FY2026 EPS guidance, and raised its quarterly dividend. The stock holds a consensus "Moderate Buy" rating from analysts with an average target price of $71.67, and institutional investors collectively own 86.44% of the shares.
Krilogy Financial LLC Makes New $2.36 Million Investment in Waste Management, Inc. $WM
Krilogy Financial LLC has made a new $2.36 million investment in Waste Management, Inc. (NYSE:WM), acquiring 10,696 shares in the third quarter. This investment comes amidst mixed signals, including recent insider selling by CEO James C. Fish Jr., and Waste Management missing Q4 earnings estimates but still maintaining a "Moderate Buy" consensus rating from analysts with an average price target of $253.55. Despite insider selling and an earnings miss, analysts remain largely positive on the stock.
Longbow Finance SA Acquires Shares of 174,565 Williams Companies, Inc. (The) $WMB
Longbow Finance SA has acquired a new stake of 174,565 shares in Williams Companies, Inc. (NYSE:WMB), valued at approximately $11.06 million, making it their 27th largest position. Other institutional investors also adjusted their holdings in WMB, which benefits from positive analyst sentiment, increased price targets, and strong FY2026 guidance driven by pipeline and offshore projects. Despite a slight EPS miss in Q4/FY25, revenue beat expectations, and the company announced an increased quarterly dividend.
Freemont Management S.A. Lowers Position in Williams Companies, Inc. (The) $WMB
Freemont Management S.A. significantly reduced its stake in Williams Companies by 88.2% in Q3, selling 105,100 shares. Despite this, Williams Companies has seen positive analyst sentiment, raised its FY2026 guidance, and increased its quarterly dividend to $0.525, though some technical and valuation concerns remain as the stock trades near its 12-month high.
Caprock Group LLC Takes $3.23 Million Position in Williams Companies, Inc. (The) $WMB
Caprock Group LLC has acquired a new stake of 55,840 shares, valued at approximately $3.23 million, in Williams Companies, Inc. during the third quarter. This investment is part of a broader trend of hedge funds increasing their positions in the pipeline company. Williams Companies recently announced an increased quarterly dividend of $0.525 per share and reported mixed Q4/FY25 earnings, with revenue beating estimates despite an EPS miss.
Advisors Asset Management Inc. Has $6.99 Million Stock Position in Williams Companies, Inc. (The) $WMB
Advisors Asset Management Inc. increased its stake in Williams Companies, Inc. by 14.7% in the third quarter, now holding 110,388 shares valued at $6.99 million. The company's stock has seen positive analyst sentiment, with several firms raising price targets due to strong guidance, record Q4/FY25 revenue, and demand tailwinds from data-center growth. Williams Companies also recently announced an increased quarterly dividend.
Williams Companies (NYSE:WMB) Given New $81.00 Price Target at Citigroup
Citigroup has raised its price target for Williams Companies (NYSE:WMB) to $81.00 from $70.00, maintaining a "buy" rating and implying a 13.2% upside. This adjustment comes despite the company missing quarterly EPS expectations but exceeding revenue forecasts and providing strong FY2026 guidance. Other analysts have also adjusted their ratings and price targets for WMB, reflecting a generally positive outlook for the pipeline company.
How Is The Market Feeling About Williams Companies Inc?
Williams Companies Inc's short interest has increased by 7.19% since its last report, with 16.27 million shares sold short, representing 1.49% of available shares. This rise in short interest could indicate a more bearish market sentiment, although the company's short interest is still below its peer group average of 3.31%. It would take traders an average of 2.2 days to cover their short positions.
JERA Announces Close of Haynesville Shale Gas Asset in Louisiana
JERA Co. Inc. has finalized its acquisition of the South Mansfield upstream asset in Louisiana's Haynesville Shale basin through its subsidiary JERA Americas Inc. This $1.5 billion investment further expands JERA's significant presence in Louisiana, which includes projects in natural gas, LNG, renewables, and carbon reduction technologies. The acquisition underscores JERA's commitment to being a long-term partner in Louisiana's energy economy, focusing on safety, operational excellence, and community engagement.
If You Invested $100 In Williams Companies Stock 10 Years Ago, You Would Have This Much Today
Williams Companies (NYSE: WMB) has shown strong market outperformance over the past decade, with an annualized return of 16.37%. An initial investment of $100 in WMB stock 10 years ago would now be worth $475.92. This performance highlights the significant impact of compounded returns on investment growth over time.
ING Groep NV Decreases Stock Position in Williams Companies, Inc. (The) $WMB
ING Groep NV significantly reduced its stake in Williams Companies, Inc. by 53.9% in the third quarter, now holding 157,870 shares valued at $10,001,000. Despite this reduction, other institutional investors have increased their positions in WMB, and analysts generally maintain a "Moderate Buy" rating for the stock, with a consensus price target of $70.43. Williams Companies recently reported strong 2025 results, increased its quarterly dividend, but slightly missed Q4 adjusted EPS estimates and saw some insider selling.
Analysts Offer Insights on Energy Companies: Williams Co (WMB) and Helmerich & Payne (HP)
Jefferies analyst Julien Dumoulin Smith reiterated a Buy rating on Williams Co (WMB) with a $78.00 price target. RBC Capital's Keith Mackey maintained a Hold rating on Helmerich & Payne (HP) with a $36.00 price target. The article details analyst consensus ratings and price targets for both energy companies.
Waste Management, Inc. $WM Shares Sold by Rhumbline Advisers
Rhumbline Advisers reduced its stake in Waste Management, Inc. (NYSE:WM) by 0.6% during the third quarter, selling 4,573 shares and retaining 758,080 shares valued at $167.4 million. Several other institutional investors also adjusted their holdings in WM, with some increasing and others decreasing their positions. Waste Management's stock opened at $234.36, has a market cap of $94.53 billion, and recently reported quarterly earnings of $1.93 per share, missing consensus estimates.
Antero Midstream (AM) Balances Softer Q4 Earnings With Confident 2026 Outlook – Is Cash Flow King?
Antero Midstream (AM) reported softer Q4 2025 earnings with revenue of US$297 million and net income of US$51.93 million, but provided a confident 2026 outlook with projected net income of US$485 million to US$535 million. The company reaffirmed its US$0.90 per-share dividend guidance for 2026, relying on stable cash generation from long-term contracts with Antero Resources despite customer concentration risks. This mixed financial report suggests a focus on sustained cash flow and balance sheet management, with the dividend commitment serving as a key signal for investors.
Williams Companies Q4 EPS Jump Reinforces Bullish Profitability Narratives For WMB
Williams Companies (WMB) reported a strong close to FY 2025 with increased Q4 revenue and EPS, showcasing solid profitability and earnings growth. The company's net margin improved to 22.1%, supporting a bullish view for its infrastructure utility model, though a high P/E ratio and concerns about dividend coverage and debt present challenges.
Illinois Municipal Retirement Fund Reduces Stock Position in Bank of America Corporation $BAC
The Illinois Municipal Retirement Fund reduced its stake in Bank of America (BAC) by 9.6% in the third quarter, selling 35,329 shares and retaining 332,315 shares valued at $17.14 million. Despite this reduction, analysts maintain a "Moderate Buy" rating for BAC with an average price target of $60.30. Bank of America recently exceeded EPS estimates, reported a 12.3% year-over-year revenue increase, and declared a quarterly dividend of $0.28.
Cibc World Market Inc. Has $28.51 Million Holdings in Williams Companies, Inc. (The) $WMB
Cibc World Market Inc. increased its stake in Williams Companies, Inc. by 4.5% in the third quarter of 2025, bringing its total holdings to $28.51 million. This comes as institutional ownership in Williams Companies is high, with other major firms also increasing their positions. The company recently reported record 2025 financial results and increased its quarterly dividend, contributing to a more bullish outlook from analysts.
ABC Arbitrage SA Has $967,000 Stock Position in Waste Management, Inc. $WM
ABC Arbitrage SA reduced its stake in Waste Management, Inc. (NYSE:WM) by 72.1% in Q3, now holding 4,380 shares valued at $967,000. Despite this reduction and recent insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $253.55. Waste Management recently missed Q4 earnings and revenue expectations but institutional investors still own a significant portion of the company's stock.
Targa Resources Corp.'s (NYSE:TRGP) 27% Jump Shows Its Popularity With Investors
Targa Resources Corp. (NYSE:TRGP) recently experienced a 27% increase in its share price over the last month, contributing to an 11% rise over the past year. This significant jump has resulted in a high P/E ratio of 29.5x compared to the broader U.S. market. Analysts anticipate EPS to climb by 19% annually for the next three years, outpacing the market's 12% forecast, which justifies the elevated P/E ratio and investor confidence in the company's future growth.
Impax Asset Management Group plc Buys 60,500 Shares of Arcosa, Inc. $ACA
Impax Asset Management Group plc significantly increased its stake in Arcosa, Inc. (NYSE:ACA) by 74.7%, adding 60,500 shares to now own 141,500 shares valued at $13.26 million. The article notes high institutional ownership (90.66%) and declining short interest, indicating mildly positive Wall Street sentiment with a "Moderate Buy" rating and an average target price of $117.50 for Arcosa. It also details recent financial performance, dividend announcements, and various analyst updates impacting the company.
Caterpillar On Track For Multi-Year EPS Recovery: Analyst
B of A Securities analyst Michael Feniger maintained a Buy rating on Caterpillar (NYSE:CAT) and raised the price target from $735 to $825, citing a multi-year EPS recovery. This optimism is driven by anticipated increases in customer capital expenditures, particularly from companies like The Williams Companies, which are expected to boost Caterpillar's backlog in turbine and engine sectors. Caterpillar recently reported strong Q4 2025 financial results, exceeding revenue and adjusted profit estimates, and exhibits a very strong bullish technical setup despite being in overbought territory.
Increased earnings reported by Williams Cos. in 4Q
Williams Cos. reported increased earnings in the fourth quarter of 2025, with earnings per share at 55 cents, slightly below analyst estimates but up from the prior year. The company saw a 19% increase in cash flow from operations and an 18% rise in net income. Williams also provided strong 2026 Adjusted EBITDA guidance and announced a new power innovation project, "Socrates the Younger," broadening its growth investments.
Williams Companies Stock Climbs as Investors Focus on Gas Demand
Williams Companies (WMB) stock rose after reporting mixed Q4 and full-year 2025 earnings, with adjusted EPS slightly missing forecasts but revenue exceeding expectations. The company, a major natural gas transporter, is benefiting from increasing demand driven by industrialization, power generation for AI, and LNG exports. Despite the stock appearing stretched, technical indicators suggest the bullish trend may continue, though the risk-reward for new investments is less favorable.
