US Capital Advisors Predicts Weaker Earnings for ONEOK

ONEOK, Inc. (NYSE:OKE) – Equities research analysts at US Capital Advisors lowered their FY2025 earnings per share (EPS) estimates for shares of ONEOK in a research note issued to investors on Monday, February 2nd. US Capital Advisors analyst J. Carreker now expects that the utilities provider will earn $5.37 per share 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.

Several other analysts have also recently issued reports on OKE. Stifel Nicolaus set a $94.00 target price on shares of ONEOK in a research report on Thursday, October 30th. Jefferies Financial Group assumed coverage on ONEOK in a research note on Tuesday, January 20th. They set a “hold” rating and a $80.00 price objective on the stock. TD Cowen decreased their price objective on ONEOK from $78.00 to $76.00 and set a “hold” rating on the stock in a research report on Thursday, October 30th. Barclays dropped their target price on ONEOK from $78.00 to $76.00 and set an “equal weight” rating for the company in a report on Thursday, January 15th. Finally, JPMorgan Chase & Co. downgraded ONEOK from an “overweight” rating to a “neutral” rating and cut their target price for the company from $87.00 to $83.00 in a research report on Tuesday, January 27th. Eight research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $87.31.

ONEOK Price Performance

OKE stock opened at $80.34 on Wednesday. ONEOK has a 52 week low of $64.02 and a 52 week high of $103.64. The firm has a market capitalization of $50.55 billion, a P/E ratio of 14.77, a price-to-earnings-growth ratio of 4.44 and a beta of 0.96. The company has a fifty day simple moving average of $74.43 and a two-hundred day simple moving average of $73.34. The company has a quick ratio of 0.75, a current ratio of 0.90 and a debt-to-equity ratio of 1.44.

Institutional Trading of ONEOK

Large investors have recently made changes to their positions in the stock. Assetmark Inc. boosted its holdings in shares of ONEOK by 84.0% in the 2nd quarter. Assetmark Inc. now owns 4,047 shares of the utilities provider’s stock valued at $330,000 after buying an additional 1,848 shares in the last quarter. Morningstar Investment Management LLC raised its stake in shares of ONEOK by 18.2% during the 2nd quarter. Morningstar Investment Management LLC now owns 27,375 shares of the utilities provider’s stock worth $2,235,000 after acquiring an additional 4,206 shares in the last quarter. Hudson Edge Investment Partners Inc. lifted its position in ONEOK by 34.1% during the third quarter. Hudson Edge Investment Partners Inc. now owns 87,667 shares of the utilities provider’s stock valued at $6,397,000 after acquiring an additional 22,282 shares during the last quarter. National Pension Service boosted its stake in ONEOK by 2.9% in the third quarter. National Pension Service now owns 857,949 shares of the utilities provider’s stock valued at $62,605,000 after acquiring an additional 24,003 shares in the last quarter. Finally, Meixler Investment Management Ltd. grew its holdings in ONEOK by 134.0% in the second quarter. Meixler Investment Management Ltd. now owns 30,937 shares of the utilities provider’s stock worth $2,525,000 after purchasing an additional 17,714 shares during the last quarter. 69.13% of the stock is owned by hedge funds and other institutional investors.

ONEOK Increases Dividend

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

Key ONEOK News

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.