ONEOK, Inc. (OKE)
ONEOK, Inc. - Special Call
ONEOK, Inc. - Special Call Company Participants Pierce Norton - President, CEO & Director Walter Hulse - CFO, Treasurer and Executive VP of Investor Relations & Corporate Development Sheridan Swords - Executive VP & Chief Commercial Officer Conference Call Participants Keith Stanley - Wolfe Research, LLC Presentation Keith Stanley Wolfe Research, LLC Hello again, everybody. For those who don't know me, I'm Keith Stanley.
ONEOK: Buy This Toll-Road-Like Income While It's Cheap
ONEOK is a leading North American midstream operator offering a 5.8% dividend yield and trading near its 52-week low. OKE's fee-based business model, diversified assets, and recent acquisitions support resilient cash flows and strong EBITDA growth. OKE is making progress on deleveraging, integrating Magellan and EnLink assets, and capitalizing on LNG demand and project expansions.
ONEOK, Inc. - Barclays Energy-Power Conference
ONEOK, Inc. - Barclays Energy-Power Conference Company Participants Pierce Norton - President, CEO & Director Walter Hulse - CFO, Treasurer and Executive VP of Investor Relations & Corporate Development Sheridan Swords - Executive VP & Chief Commercial Officer Conference Call Participants Theresa Chen - Barclays Bank PLC, Research Division Presentation Operator Good afternoon, everyone. My name is Theresa Chen, and I'm the Midstream and Refining analyst here at Barclays.
Energy Transfer vs. ONEOK: Which Stock Has More Upside Now?
Energy Transfer and ONEOK continue to strengthen their midstream operation in North America to provide reliable services to their customers.
ONEOK's Price Slump Is A High-Yield Buying Opportunity
ONEOK offers a nearly 6% dividend yield, is attractively valued after a recent share price drop, and doesn't issue a K-1, simplifying taxes. Long-term growth drivers include rising LNG exports, natural gas replacing coal, and surging AI-driven electricity demand, supporting sustained EBITDA growth. ONEOK's EBITDA per share is expected to grow 20% this year and at least 10% over the next two years, with solid growth prospects beyond 2027.
ONEOK: Cautiously Interested (Ratings Upgrade)
ONEOK's integrated midstream network and recent acquisitions drive strong EBITDA growth and position it for continued expansion in key U.S. energy markets. Robust cash flow supports a 5.6% dividend yield, ongoing share repurchases, and a sustainable payout ratio, underscoring commitment to shareholder returns. Volume growth across NGL, refined, and processing segments, plus new projects, fuel future earnings and resilience despite industry volatility.
I Just Loaded Up On My Highest Conviction Energy Infrastructure C-Corp: ONEOK
OKE's stock price recently dipped quite sharply. We discuss why. We also discuss why we think this is a golden opportunity to load up on a wonderful infrastructure company that pays a very attractive dividend alongside promising long-term growth.
ONEOK: Now Is The Time To Load Up
In my view, ONEOK is a classic example of a highly qualitative business that has gone on sale. The midstream operator's growth outlook is holding up, with a new Permian plant recently announced. ONEOK remains on pace to reach its long-term leverage target of 3.5x in 2026.
Compared to Estimates, Oneok (OKE) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Oneok (OKE) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
ONEOK, Inc. (OKE) Q2 2025 Earnings Call Transcript
ONEOK, Inc. (NYSE:OKE ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Megan Patterson - Corporate Participant Pierce H. Norton - President, CEO & Director Sheridan C.
ONEOK Q2 Earnings Meet Estimates, Revenues Rise Year Over Year
OKE posts flat Q2 EPS, sees a 61% revenue surge and lowers 2025 net income guidance despite strong natural gas metrics.
Pipeline operator ONEOK greenlights new Delaware Basin gas plant
Midstream company ONEOK said on Tuesday it has made a final investment decision to build a new natural gas processing plant in the Delaware Basin, aiming to grow its footprint in the top U.S. shale field as gas volumes surge.
