US Capital Advisors Cuts Earnings Estimates for ONEOK

ONEOK, Inc. (NYSE:OKE) – Equities research analysts at US Capital Advisors lowered their FY2025 EPS estimates for ONEOK in a research note issued to investors on Monday, February 2nd. US Capital Advisors analyst J. Carreker now forecasts that the utilities provider will post earnings per share of $5.37 for the year, down from their previous forecast of $5.42. The consensus estimate for ONEOK’s current full-year earnings is $5.07 per share. US Capital Advisors also issued estimates for ONEOK’s Q1 2026 earnings at $1.44 EPS, Q2 2026 earnings at $1.45 EPS, Q3 2026 earnings at $1.49 EPS, Q4 2026 earnings at $1.58 EPS and FY2027 earnings at $6.34 EPS.

Other equities research analysts also recently issued reports about the company. Wells Fargo & Company lowered their target price on ONEOK from $90.00 to $82.00 and set an “equal weight” rating for the company in a report on Thursday, October 30th. Argus raised ONEOK from a “hold” rating to a “buy” rating and set a $79.00 price target on the stock in a research note on Thursday, November 6th. UBS Group decreased their price objective on ONEOK from $114.00 to $103.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Citigroup cut their target price on ONEOK from $102.00 to $95.00 and set a “buy” rating on the stock in a report on Friday, October 31st. Finally, Scotiabank restated an “outperform” rating and set a $91.00 price target on shares of ONEOK in a research note on Friday, January 16th. Eight analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $87.31.

ONEOK Stock Up 0.1%

Shares of NYSE:OKE opened at $80.45 on Wednesday. ONEOK has a 52-week low of $64.02 and a 52-week high of $103.64. The company has a fifty day moving average of $74.61 and a 200-day moving average of $73.38. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.75 and a current ratio of 0.90. The company has a market capitalization of $50.62 billion, a PE ratio of 14.79, a price-to-earnings-growth ratio of 4.56 and a beta of 0.96.

Institutional Investors Weigh In On ONEOK

Several institutional investors have recently added to or reduced their stakes in OKE. Intrua Financial LLC grew its holdings in ONEOK by 14.4% during the 4th quarter. Intrua Financial LLC now owns 12,214 shares of the utilities provider’s stock valued at $898,000 after buying an additional 1,538 shares in the last quarter. TD Private Client Wealth LLC lifted its stake in ONEOK by 69.8% during the fourth quarter. TD Private Client Wealth LLC now owns 4,626 shares of the utilities provider’s stock worth $340,000 after purchasing an additional 1,902 shares during the last quarter. RiverFront Investment Group LLC bought a new position in ONEOK during the fourth quarter valued at approximately $203,000. Passumpsic Savings Bank purchased a new position in shares of ONEOK in the fourth quarter worth about $590,000. Finally, North Dakota State Investment Board bought a new stake in ONEOK in the fourth quarter valued at approximately $1,575,000. 69.13% of the stock is owned by hedge funds and other institutional investors.

ONEOK Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Monday, February 2nd will be issued a dividend of $1.07 per share. This represents a $4.28 annualized dividend and a yield of 5.3%. This is a positive change from ONEOK’s previous quarterly dividend of $1.03. The ex-dividend date of this dividend is Monday, February 2nd. ONEOK’s dividend payout ratio is currently 78.68%.

Key Stories Impacting ONEOK

Here are the key news stories impacting ONEOK this week:

• Positive Sentiment: Company raised and paid its quarterly dividend of $1.07 per share (paid Feb. 13), a 3.88% increase from the prior quarter — reinforces ONEOK’s income profile and supports yield-focused demand for the stock. ONEOK Just Paid Investors: Here’s Why This Dividend Earns a B+
• Positive Sentiment: Board additions focused on governance and capital‑allocation oversight — potentially positive for shareholder discipline, dividend maintenance and strategic allocation going forward. New ONEOK Directors Add Governance Focus To Capital Allocation Story
• Neutral Sentiment: Analyst target shifts and narrative pieces are creating differing views on valuation and timing — some coverage frames recent weakness as a buying opportunity while others highlight mixed drivers. These stories can increase trading volume but don’t single‑handedly change fundamentals. Looking At The Narrative For ONEOK OKE After Shifting Analyst Targets
• Neutral Sentiment: Articles asking whether recent weakness is an opportunity and notes on session performance highlight short‑term volatility; useful for tactical traders but less informative on longer‑term earnings trajectory. Is ONEOK (OKE) Offering An Opportunity After Recent Share Price Weakness?
• Neutral Sentiment: Market commentary noted a recent daily share uptick relative to the broader market, reflecting the push/pull between yield appeal and earnings concerns. Oneok Inc. (OKE) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: US Capital Advisors cut EPS forecasts across multiple quarters and reduced FY2025 and FY2027 estimates — a direct headwind to earnings momentum and a reason for caution on valuation if downward revisions continue. (Research note summarized by MarketBeat.)

ONEOK Company Profile

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.