Zacks Research Weighs in on ONE Gas’ Q4 Earnings (NYSE:OGS)

ONE Gas, Inc. (NYSE:OGS) – Investment analysts at Zacks Research upped their Q4 2025 earnings per share estimates for ONE Gas in a research report issued on Monday, November 24th. Zacks Research analyst Team now expects that the utilities provider will post earnings of $1.39 per share for the quarter, up from their previous estimate of $1.35. The consensus estimate for ONE Gas’ current full-year earnings is $4.26 per share. Zacks Research also issued estimates for ONE Gas’ Q2 2026 earnings at $0.55 EPS, Q3 2026 earnings at $0.50 EPS, Q4 2026 earnings at $1.47 EPS, FY2026 earnings at $4.58 EPS, Q3 2027 earnings at $0.51 EPS and FY2027 earnings at $4.71 EPS.

ONE Gas (NYSE:OGS) last posted its quarterly earnings results on Monday, November 3rd. The utilities provider reported $0.44 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.44. The company had revenue of $379.13 million for the quarter, compared to the consensus estimate of $404.19 million. ONE Gas had a net margin of 10.76% and a return on equity of 8.06%. The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period last year, the company posted $0.34 EPS. ONE Gas has set its FY 2025 guidance at 4.340-4.400 EPS.

Several other equities research analysts also recently weighed in on OGS. UBS Group raised ONE Gas from a “sell” rating to a “neutral” rating and raised their price objective for the company from $66.00 to $86.00 in a report on Tuesday, November 18th. Mizuho boosted their target price on shares of ONE Gas from $86.00 to $87.00 and gave the stock an “outperform” rating in a report on Tuesday, November 18th. Morgan Stanley restated an “underperform” rating and issued a $75.00 price target on shares of ONE Gas in a research report on Thursday, November 20th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of ONE Gas in a research note on Wednesday, October 8th. Finally, Jefferies Financial Group lifted their price target on shares of ONE Gas from $89.00 to $99.00 and gave the stock a “buy” rating in a report on Wednesday, October 22nd. Five investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, ONE Gas has an average rating of “Hold” and an average price target of $81.72.

ONE Gas Stock Performance

NYSE OGS opened at $83.51 on Wednesday. The firm’s fifty day moving average price is $80.84 and its two-hundred day moving average price is $76.44. The stock has a market cap of $5.01 billion, a PE ratio of 19.47, a PEG ratio of 3.07 and a beta of 0.85. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.33 and a current ratio of 0.47. ONE Gas has a fifty-two week low of $66.38 and a fifty-two week high of $83.66.

Hedge Funds Weigh In On ONE Gas

A number of institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. grew its position in shares of ONE Gas by 2.3% during the 1st quarter. Vanguard Group Inc. now owns 6,417,990 shares of the utilities provider’s stock worth $485,136,000 after buying an additional 147,186 shares during the period. American Century Companies Inc. boosted its position in shares of ONE Gas by 5.6% during the 3rd quarter. American Century Companies Inc. now owns 3,816,387 shares of the utilities provider’s stock worth $308,899,000 after purchasing an additional 202,189 shares in the last quarter. Wellington Management Group LLP increased its position in ONE Gas by 1.0% in the 1st quarter. Wellington Management Group LLP now owns 3,397,926 shares of the utilities provider’s stock valued at $256,849,000 after buying an additional 33,210 shares in the last quarter. T. Rowe Price Investment Management Inc. grew its stake in ONE Gas by 1.3% in the first quarter. T. Rowe Price Investment Management Inc. now owns 2,151,670 shares of the utilities provider’s stock valued at $162,645,000 after acquiring an additional 26,742 shares during the period. Finally, Alliancebernstein L.P. grew its stake in ONE Gas by 6.9% in the third quarter. Alliancebernstein L.P. now owns 1,707,792 shares of the utilities provider’s stock valued at $138,229,000 after acquiring an additional 110,305 shares during the period. 88.71% of the stock is currently owned by institutional investors.

ONE Gas Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, December 1st. Shareholders of record on Friday, November 14th will be issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date is Friday, November 14th. ONE Gas’s payout ratio is presently 62.47%.

ONE Gas Company Profile

ONE Gas, Inc, together with its subsidiaries, operates as a regulated natural gas distribution company in the United States. The company provides natural gas distribution services to approximately 2.3 million customers in Oklahoma, Kansas, and Texas. It serves residential, commercial, and transportation customers.