Core Viewpoint - The stock market has experienced a significant decline this year due to tariff concerns, leading to increased dividend yields for high-quality companies, providing investors with opportunities for durable passive income streams even amid economic downturns [1]. Group 1: Dominion Energy - Dominion Energy currently offers a dividend yield of 5.1%, supported by stable cash flow from electricity and natural gas supply in Virginia and the Carolinas [2]. - The company is investing $50 billion through 2029 to expand power generation, anticipating increased electricity demand from AI data centers and onshoring manufacturing, which is expected to grow earnings per share by 5% to 7% annually [3]. Group 2: NNN REIT - NNN REIT has a dividend yield of 5.8%, generating steady rental income from a portfolio of single-tenant net lease retail properties where tenants cover all operating costs [4]. - The REIT pays out less than 70% of its cash flow in dividends, projecting $200 million in post-dividend free cash flow for reinvestment in additional income-generating properties, and has increased its dividend for 35 consecutive years [5]. Group 3: Brookfield Infrastructure - Brookfield Infrastructure offers a dividend yield of around 5%, with 85% of its funds from operations supported by government-regulated rate structures or long-term contracts [6]. - The company retains 60% to 70% of its stable cash flow for reinvestment, focusing on growing its business and upgrading infrastructure, with expected FFO per share growth of over 10% annually, supporting 5% to 9% dividend growth [7]. Group 4: Verizon - Verizon's dividend yield is 6.2%, with recurring cash flow from wireless and broadband services, generating $36.9 billion last year [8]. - The company is investing $17.1 billion in capital expenditures and has $8.6 billion in excess free cash, which is used to strengthen its balance sheet and support its dividend payments [9]. - Verizon is acquiring Frontier Communications for $20 billion to enhance its fiber network, with investments in fiber and 5G expected to grow cash flow and continue its 18-year dividend growth streak [10]. Group 5: Oneok - Oneok has a dividend yield of 5%, supported by stable cash flow from government-regulated rate structures and long-term contracts [11]. - The company is diversifying and expanding its midstream platform through major acquisitions and organic capital projects, positioning itself for 3% to 4% annual dividend growth while maintaining a trend of dividend stability for over 25 years [12]. Group 6: High-Yielding Dividend Stocks - The recent stock market sell-off has led to increased dividend yields, with many high-quality companies offering payouts of 5% and above, providing attractive income streams for investors [13].

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ONEOK (NYSE: OKE ) is a leading midstream platform with an increasing pipeline network that allows the company to deliver highly predictable and stable distributable cash flow to the company’s shareholders. ONEOK is delivering strong DCF, EBITDA and dividend growth andAnalyst’s Disclosure: I/we have a beneficial long position in the shares of OKE, ENB, KMI, WES, EPD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receivin ...

At ONEOK (NYSE: OKE), we deliver energy products and services vital to an advancing world. We are a leading midstream operator that provides gathering, processing, fractionation, transportation, storage and marine export services. Through our approximately 60,000-mile pipeline network, we transport the natural gas, natural gas liquids (NGLs), refined products and crude oil that help meet domestic and international energy demand, contribute to energy security and provide safe, reliable and responsible energy ...

Analyst's Disclosure: I/we have a beneficial long position in the shares of CSL, LB, TPL, AM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to w ...

It has been about a month since the last earnings report for Oneok Inc. (OKE) . Shares have added about 6.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Oneok due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, ...

Core Viewpoint - ONEOK Inc. (OKE) is positioned to benefit from higher fee-based earnings and midstream assets in productive regions, while facing competition and seasonal operational risks [1] Factors Acting in Favor of OKE - The company is expected to gain from long-term fee-based commitments, with over 88% of its 2024 earnings being fee-based and an expectation of over 90% for 2025 [2] - ONEOK has achieved over 16% growth in adjusted EBITDA over the past 11 years and anticipates similar growth moving forward, projecting adjusted EBITDA between $8 billion and $8.45 billion for 2025 [2] - Recent acquisitions, including Medallion Midstream and EnLink Midstream, are expected to generate significant cost savings and synergies, enhancing profitability [3] - Continued investment in organic growth projects aims to expand services for crude oil and natural gas producers and end-use markets [4] Headwinds for OKE - The natural gas and natural gas liquids pipeline sector remains highly competitive, with new energy companies forming master limited partnerships for pipeline services, which may challenge OKE's market position [5] - Seasonal fluctuations in operations may lead to revenue variability, particularly during peak demand periods when prices could rise [6] Stock Price Performance - In the past month, OKE shares have increased by 2%, contrasting with a 0.8% decline in the industry [7] Stocks to Consider - Other stocks in the industry with favorable rankings include Plains All American Pipeline (PAA) and Delek Logistics Partners (DKL), both rated Zacks Rank 1 (Strong Buy), and NextDecade (NEXT), rated Zacks Rank 2 (Buy) [8]

Company Overview - Oneok Inc. (OKE) closed at $93.50, showing a +0.57% change from the previous day's closing price, outperforming the S&P 500 which fell by 0.91% [1] - Over the past month, Oneok's shares have decreased by 4.76%, which is a smaller decline compared to the Oils-Energy sector's loss of 4.23% and the S&P 500's loss of 7.38% [2] Earnings Expectations - The upcoming earnings release is anticipated to show an EPS of $1.33, reflecting a 22.02% increase from the same quarter last year, with revenue expected to reach $7.35 billion, indicating a 53.81% growth year-over-year [3] - For the entire fiscal year, earnings are projected at $5.50 per share and revenue at $28.34 billion, representing increases of +6.38% and +30.63% respectively from the previous year [4] Analyst Sentiment - Recent shifts in analyst projections for Oneok Inc. should be monitored, as upward revisions indicate positive sentiment regarding the company's business operations and profit generation capabilities [5] - The Zacks Rank system, which evaluates estimate changes, currently ranks Oneok Inc. at 3 (Hold), with a consensus EPS projection that has decreased by 9.91% in the last 30 days [7] Valuation Metrics - Oneok Inc. is trading with a Forward P/E ratio of 16.9, which is a premium compared to the industry average Forward P/E of 12.62 [8] - The company has a PEG ratio of 3.85, significantly higher than the industry average PEG ratio of 1.12 [8] Industry Context - Oneok operates within the Oil and Gas - Production Pipeline - MLB industry, which is part of the Oils-Energy sector and holds a Zacks Industry Rank of 9, placing it in the top 4% of over 250 industries [9]

Core Insights - ONEOK reported Q4 earnings on February 25 and provided guidance for 2025 and 2026 following its recent acquisitions of EnLink Midstream and Medallion [1] Financial Performance - The company has over 30 years of personal investing experience and focuses on small to mid-sized midstream companies, as well as larger topics like energy transition and macroeconomic questions [1] Investment Strategy - The company considers itself a value investor, recommending companies that produce high returns over a 3-8 year time horizon [1]

Group 1 - ONEOK, Inc. will hold its 2025 annual meeting of shareholders virtually on May 21, 2025, at 9 a.m. Central Time, with a record date of March 24, 2025, for determining eligible shareholders [1][4] - ONEOK is a leading midstream operator in North America, providing essential energy products and services, including gathering, processing, transportation, and storage, through a pipeline network of approximately 60,000 miles [2][3] - The company plays a significant role in meeting both domestic and international energy demand, contributing to energy security and providing reliable energy solutions [2]