US · Energy · Oil & Gas Midstream
EPS came in at 1.53 against a street estimate of 1.39 — a beat of 10.1%.
Analysts rate ONEOK Inc a buy (13 buy, 6 hold, 0 sell out of 19) with an average price target of $101.05.
CONFIDENT ONEOK raised 2026 guidance for the second time, driven by record NGL volumes, strong refined products demand, and expanding Permian/Powder River capacity. Targets mid- to high single-digit EBITDA growth through 2027. Q2 2026 Permian leads growth; Bakken stable with discretionary ethane upside. Mid-Con experiencing contract rollovers at lower rates but overall positive. All regions contributing to record volumes. Analysts pressed white-space vs. new capex split (answered: majority organic), NGL margin compression (answered: ethane rates lower, offset by volume surge), and timing of major projects beyond 2027 (management disclosed long-lead equipment procurement to de-risk. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.42% |
| State Street Corp | 6.60% |
| Vanguard Capital Management, LLC | 6.49% |
| Vanguard Portfolio Management, LLC | 4.89% |
| Arnhold & S. Bleichroeder Advisers, LLC | 3.76% |
| Charles Schwab Investment Management Inc | 2.92% |
| Capital Research & Mgmt Co - Division 3 | 2.73% |
| Geode Capital Management, LLC | 2.72% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 ONEOK, INC. - 8-K SUMMARY (September 15, 2026) HEADLINE NUMBERS • Company executed reorganization transactions with successor entity structure (Lega | 2026-09-15 |
| Material agreement · Q3 2026 ONEOK, INC. - 8-K FILING SUMMARY Date: August 28-31, 2026 --- HEADLINE NUMBERS • $9 billion cash investment by AP Falcon Holdings LLC (Apollo Globa | 2026-08-31 |
| Quarterly report · Q2 2026 ONEOK, INC. - QUARTERLY REPORT SUMMARY For the Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total revenues (6 months): $21.667 billion, up 36 | 2026-08-04 |
| Acquisition completed · Q3 2026 ONEOK, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced Q2 2026 (quarter ended June 30, 2026) results on August 3, 2026 • Increased 2026 | 2026-08-03 |
| Shareholder vote results · Q2 2026 ONEOK, INC. – FORM 8-K SUMMARY (MAY 20, 2026) HEADLINE NUMBERS • Annual shareholder meeting held May 20, 2026 • Total shares voted: approximately 55 | 2026-05-21 |
| Quarterly report · Q1 2026 ONEOK, INC. - FORM 10-Q SUMMARY (Q1 2026) HEADLINE NUMBERS • Total Revenues: $9,618 million (Q1 2026) vs $8,043 million (Q1 2025) — up 19.6% • Net I | 2026-04-29 |
| Results announced · Q2 2026 ONEOK Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income: $776 million (12% increase vs. Q1 2025's $691 million) • Net income attributable to ON | 2026-04-28 |
| Proxy statement · Q2 2026 ONEOK, INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Election of ten director nominees to the Board of Directors • Item 2: | 2026-04-01 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.07 / share ex-date Aug 3, 2026 · pay Aug 14, 2026 | 2026-08-03 |
| Dividend | $1.07 / share ex-date May 4, 2026 · pay May 15, 2026 | 2026-05-04 |
| Dividend | $1.07 / share ex-date Feb 2, 2026 · pay Feb 13, 2026 | 2026-02-02 |
| Dividend | $1.03 / share ex-date Nov 3, 2025 · pay Nov 14, 2025 | 2025-11-03 |
| Announcement | Date |
|---|---|
| Investor contributes $9 billion cash for Class A Units in Holdings ONEOK announced a major capital restructuring involving a $9 billion cash contribution and the issuance of 6 billion Class A Units to an investor (Falcon TopCo). This is a significant financ | 2026-08-31 |
| 2026 financial guidance increased following Q2 results announcement ONEOK, Inc. announced its second quarter 2026 financial results on August 3, 2026, and raised its full-year 2026 financial guidance. While the specific financial numbers aren't detailed in t | 2026-08-03 |
| Increased 2026 financial guidance following Q1 2026 results announcement On April 28, 2026, ONEOK, Inc. announced its first-quarter 2026 financial results and raised its full-year 2026 financial guidance. The company exceeded expectations for the quarter ended Ma | 2026-04-28 |
| Q4 2025 results announced with 2026 financial guidance provided ONEOK, Inc. filed an 8-K on February 23, 2026, announcing its fourth-quarter and full-year 2025 financial results along with 2026 guidance. However, this 8-K filing itself contains no actual | 2026-02-23 |
| Q3 2025 results announced, full-year 2025 guidance affirmed ONEOK, Inc. announced its third quarter 2025 results on October 28, 2025. The company affirmed its full-year 2025 guidance for both net income and adjusted EBITDA, meaning management believe | 2025-10-28 |
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Google PlayApp StoreData updated 2026-09-18.