US · Utilities · Utilities - Regulated Gas
EPS came in at 0.82 against a street estimate of 0.65 — a beat of 26.2%.
Analysts rate One Gas Inc a buy (3 buy, 4 hold, 1 sell out of 8) with an average price target of $89.56.
CONFIDENT ONE Gas beat Q2 EPS estimates ($0.82 vs $0.65) with 52% adjusted net income growth. Texas legislation and new rate implementations drive confidence in upper-half 2026 guidance. Large load pipeline expanding across generation, data centers, manufacturing. Q2 2026 All three jurisdictions showing constructive regulatory treatment. Kansas and Texas legislative expansions most supportive of capital recovery. Analysts pressed on capex acceleration levers under favorable Texas rules and project timing visibility. Management reiterated strategy is customer-driven not regulatory-driven; emphasized funnel depth and fall planning update will address 2027+ outlook. Cost discipline and project certainty drove upper-half raise, not aggressive acceleration. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.50% |
| Vanguard Portfolio Management, LLC | 5.71% |
| American Century Companies Inc | 5.64% |
| State Street Corp | 4.83% |
| Vanguard Capital Management, LLC | 4.42% |
| T. Rowe Price Investment Management,Inc. | 2.96% |
| Energy Income Partners, LLC | 2.81% |
| Geode Capital Management, LLC | 2.52% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 2026 ONE GAS, INC. (OGS) – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Company announced participation in the American Gas Association Mini-Forum scheduled f | 2026-09-08 |
| Material agreement · Q3 2026 ONE GAS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $375,000,000 aggregate principal amount of 5.45% Senior Notes due 2036 • Notes ma | 2026-08-13 |
| Quarterly report · Q2 2026 ONE GAS, INC. - FORM 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total revenues (6 months ended June 30, 2026): $1,243,350 thousand, down f | 2026-08-05 |
| Results announced · Q3 2026 ONE GAS, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 adjusted net income: $52.1 million, or $0.82 per diluted share (vs. $32.7 millio | 2026-08-04 |
| Charter / bylaws change · Q3 2026 ONE GAS, INC. - 8-K SUMMARY (AUGUST 4, 2026) BUSINESS & SEGMENT HIGHLIGHTS • ONE Gas, Inc. is a natural gas utility company incorporated in Oklahoma | 2026-08-04 |
| Quarterly report · Q1 2026 ONE GAS, INC. - Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net Income Q1 2026: $128.7 million vs. $119.4 million Q1 2025 (+7.7%) • Reve | 2026-05-05 |
| Proxy statement · Q2 2026 ONE GAS, INC. PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION • Robert S. McAnnally (President and CEO) total compensation for 2025: $6,022,000 (spec | 2026-04-01 |
| Annual report FY2025 ONE GAS, INC. — FORM 10-K SUMMARY HEADLINE NUMBERS • Market Capitalization: $4.2 billion (as of June 30, 2025) • Outstanding Shares: 62,692,484 comm | 2026-02-19 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.68 / share ex-date Aug 17, 2026 · pay Aug 31, 2026 | 2026-08-17 |
| Dividend | $0.68 / share ex-date May 18, 2026 · pay Jun 2, 2026 | 2026-05-18 |
| Dividend | $0.68 / share ex-date Feb 20, 2026 · pay Mar 6, 2026 | 2026-02-20 |
| Dividend | $0.67 / share ex-date Nov 14, 2025 · pay Dec 1, 2025 | 2025-11-14 |
| Dividend | $0.67 / share ex-date Aug 18, 2025 · pay Sep 3, 2025 | 2025-08-18 |
| Announcement | Date |
|---|---|
| Q2 2026 results announced, 2026 financial guidance raised ONE Gas, Inc. announced Q2 2026 results on August 4, 2026, and raised its full-year 2026 financial guidance, indicating better-than-expected performance. The company declared a cash dividend | 2026-08-04 |
| New 43-mile natural gas pipeline project with $120 million investment decided ONE Gas, Inc. announced a major infrastructure project on December 18, 2025 to build a new natural gas pipeline in southeast Oklahoma. The company will invest approximately $120 million (out | 2025-12-18 |
| 2026 financial guidance and five-year growth rates raised ONE Gas, Inc. announced 2026 financial guidance and updated its five-year growth projections on December 1, 2025. The company raised its long-term diluted earnings per share (EPS) growth rat | 2025-12-01 |
| Q3 2025 results announced and 2025 financial guidance narrowed ONE Gas, Inc. announced Q3 2025 results on November 3, 2025. The company narrowed its 2025 financial guidance, which typically indicates management has better visibility into remaining perfo | 2025-11-03 |
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Google PlayApp StoreData updated 2026-09-18.