Kinetik remains a quality midstream player, with my buy rating supported by Kings Landing and New Mexico expansion potential. KNTK's dividend yield has increased to 6.3%, with a $0.81 quarterly payout and a robust buyback program, enhancing capital returns. Valuation is not cheap, with EV/EBITDA at 21.6x (forward 11.8x), making future upside dependent on EBITDA growth from Kings Landing and New Mexico.
Kinetik Holdings remains a compelling 'Buy' while maintaining a well-covered 6.4% dividend yield. KNTK posted record Q1 2026 adjusted EBITDA, driven by strong midstream logistics performance and favorable commodity price spreads. Growth catalysts include expanded customer contracts, Kings Landing sour gas conversion, and the ECCC pipeline, supporting long-term cash flow visibility and incremental expansion.
Kinetik Holdings Inc. (KNTK) Q1 2026 Earnings Call Transcript
Kinetik Holdings Inc. (KNTK) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of $0.16. This compares to earnings of $0.05 per share a year ago.
Eagle Global Advisors LLC grew its holdings in shares of Kinetik Holdings Inc. (NYSE: KNTK) by 48.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 668,961 shares of the company's stock after buying an additional 218,981 shares during the period. Kinetik makes up
Kinetik Holdings Inc. (KNTK) Q4 2025 Earnings Call Transcript
KINETIK HLDGS (KNTK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Kinetik Holdings Inc. ( KNTK ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Alex Durkee - Director of Investor Relations Jamie Welch - President, CEO & Director Trevor Howard - Senior VP & CFO Kris Kindrick - Senior Vice President, Commercial Conference Call Participants Brandon Bingham - Scotiabank Global Banking and Markets, Research Division Gabriel Moreen - Mizuho Securities USA LLC, Research Division Jacqueline Koletas - Goldman Sachs Group, Inc., Research Division Jeremy Tonet - JPMorgan Chase & Co, Research Division Keith Stanley - Wolfe Research, LLC Michael Blum - Wells Fargo Securities, LLC, Research Division Presentation Operator Good morning, and thank you for attending the Kinetik Third Quarter 2025 Results Call. My name is Elissa, and I will be your moderator today.
KINETIK HLDGS (KNTK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Kinetik Holdings (KNTK) is undervalued, offering key US oil and especially gas infrastructure with strong long-term growth prospects and strategic assets. KNTK targets 10% Adjusted EBITDA CAGR, significant investments, and expects to reach $2 billion Adjusted EBITDA by 2030 while maintaining manageable leverage. The stock offers a ~7.7% dividend yield, plans annual increases, and benefits from potential asset sales and acquisition interest amid industry consolidation.
Kinetik Holdings offers a 7.6% yield and trades near $41, presenting attractive value despite recent commodity price headwinds and project delays. EBITDA guidance was trimmed by 5% due to lower commodity prices and delayed growth projects, but long-term growth projects like Kings Landing and ECCC remain on track. The company is 84% fee-based, limiting commodity exposure, and targets 10% annual EBITDA growth over five years, with potential for a sale at a premium valuation.
Kinetik Holdings Inc. (NYSE:KNTK ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants Alex Durkee - Corporate Participant Jamie W. Welch - President, CEO & Director Kris Kindrick - Senior Vice President, Commercial Trevor Howard - Senior VP & CFO Conference Call Participants Brandon B.