US · Energy · Oil & Gas Midstream
EPS came in at 2.13 against a street estimate of 1.46 — a beat of 45.9%.
Analysts rate ONEOK Inc a buy (9 buy, 13 hold, 0 sell out of 22) with an average price target of $102.20.
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 | 10.24% |
| State Street Corp | 6.92% |
| Vanguard Capital Management, LLC | 6.52% |
| Vanguard Portfolio Management, LLC | 4.90% |
| Arnhold & S. Bleichroeder Advisers, LLC | 3.75% |
| Charles Schwab Investment Management Inc | 3.23% |
| Geode Capital Management, LLC | 2.77% |
| Capital Research & Mgmt Co - Division 3 | 2.73% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $12,455 million, up from $8,634 million in the third quarter of 2025. • Nine-month 2026 revenue w | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income was $1.38 billion, versus $940 million in the same period of 2025. • Net income attributable to ONE | 2026-10-27 |
| 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 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.07 / share ex-date Nov 2, 2026 · pay Nov 16, 2026 | 2026-11-02 |
| 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 |
|---|---|
| 2026 financial guidance increased alongside quarterly results ONEOK announced its third-quarter 2026 results for the period ended September 30 and raised its financial guidance for the full year 2026. The filing itself does not provide revenue, earning | 2026-10-27 |
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.