US Capital Advisors Forecasts ONEOK’s Q4 Earnings (NYSE:OKE)

ONEOK, Inc. (NYSE:OKE) – Research analysts at US Capital Advisors reduced their Q4 2025 earnings per share estimates for shares of ONEOK in a report released on Monday, February 2nd. US Capital Advisors analyst J. Carreker now anticipates that the utilities provider will post earnings of $1.55 per share for the quarter, down from their previous forecast of $1.57. The consensus estimate for ONEOK’s current full-year earnings is $5.07 per share. US Capital Advisors also issued estimates for ONEOK’s FY2026 earnings at $5.96 EPS.

A number of other analysts also recently issued reports on OKE. Wells Fargo & Company cut their target price on ONEOK from $90.00 to $82.00 and set an “equal weight” rating for the company in a research note on Thursday, October 30th. Stifel Nicolaus set a $94.00 price objective on shares of ONEOK in a research report on Thursday, October 30th. Scotiabank reaffirmed an “outperform” rating and set a $91.00 target price on shares of ONEOK in a research note on Friday, January 16th. Weiss Ratings reissued a “hold (c)” rating on shares of ONEOK in a research note on Monday, December 29th. Finally, Argus raised shares of ONEOK from a “hold” rating to a “buy” rating and set a $79.00 price target on the stock in a research report on Thursday, November 6th. Eight equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $87.31.

ONEOK Stock Performance

Shares of ONEOK stock opened at $80.34 on Tuesday. The business’s 50 day moving average price is $74.43 and its 200 day moving average price is $73.34. The company has a market cap of $50.55 billion, a price-to-earnings ratio of 14.77, a PEG ratio of 4.44 and a beta of 0.96. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.75 and a current ratio of 0.90. ONEOK has a one year low of $64.02 and a one year high of $103.64.

Institutional Investors Weigh In On ONEOK

Several large investors have recently bought and sold shares of the stock. CAP Partners LLC grew its position in shares of ONEOK by 1.8% during the fourth quarter. CAP Partners LLC now owns 8,316 shares of the utilities provider’s stock worth $611,000 after buying an additional 151 shares in the last quarter. Independent Advisor Alliance raised its holdings in ONEOK by 19.5% in the fourth quarter. Independent Advisor Alliance now owns 28,302 shares of the utilities provider’s stock valued at $2,080,000 after acquiring an additional 4,625 shares in the last quarter. World Investment Advisors lifted its stake in ONEOK by 78.8% in the fourth quarter. World Investment Advisors now owns 20,615 shares of the utilities provider’s stock worth $1,515,000 after acquiring an additional 9,083 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV grew its holdings in ONEOK by 1.7% during the 4th quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 27,659 shares of the utilities provider’s stock worth $2,033,000 after acquiring an additional 464 shares in the last quarter. Finally, Provident Investment Management Inc. increased its position in shares of ONEOK by 5.1% in the 4th quarter. Provident Investment Management Inc. now owns 5,620 shares of the utilities provider’s stock valued at $413,000 after purchasing an additional 275 shares during the last quarter. Hedge funds and other institutional investors own 69.13% of the company’s stock.

ONEOK Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Monday, February 2nd will be issued a $1.07 dividend. This represents a $4.28 dividend on an annualized basis and a yield of 5.3%. This is a boost from ONEOK’s previous quarterly dividend of $1.03. The ex-dividend date is Monday, February 2nd. ONEOK’s dividend payout ratio (DPR) is 78.68%.

ONEOK News Roundup

Here are the key news stories impacting ONEOK this week:

• Positive Sentiment: Zacks flagged that ONEOK outperformed the market on the session (buying interest despite a weak tape), suggesting idiosyncratic demand or sector‑specific support. Oneok Inc. (OKE) Ascends While Market Falls
• Neutral Sentiment: Context: volume traded above the stock’s average (roughly 5.4M vs ~4.6M), 12‑month range $64.02–$103.64, market cap ~ $50.6B, PE ~14.8 — these fundamentals/technicals provide support but do not explain the short‑term move by themselves.
• Negative Sentiment: US Capital Advisors cut a string of EPS forecasts for ONEOK across quarters and fiscal years — examples include Q1‑2026 to $1.44 (from $1.48), Q2‑2026 to $1.45 (from $1.51), Q3‑2026 to $1.49 (from $1.57), Q4‑2026 to $1.58 (from $1.61), FY2026 to $5.96 (from $6.16) and FY2027 to $6.34 (from $6.67). Those downward revisions signal weaker near‑term earnings visibility and could pressure valuation if other analysts follow. MarketBeat: ONEOK analyst notes

About ONEOK

ONEOK, Inc (NYSE: OKE) is a publicly traded midstream energy company headquartered in Tulsa, Oklahoma. The company owns and operates a portfolio of natural gas and natural gas liquids (NGL) pipelines, processing facilities, fractionators and storage and terminal assets. Its operations are focused on gathering, processing, transporting, fractionating and marketing NGLs and interstate natural gas, providing critical infrastructure that connects hydrocarbon production to refineries, petrochemical plants and other end markets.

ONEOK’s asset base includes pipeline systems and processing plants that move and condition natural gas, along with infrastructure for the transportation, storage and fractionation of NGLs such as ethane, propane and butane.