Core Viewpoint - ONEOK, Inc. (NYSE: OKE) is currently offering its highest yield in the last two years while expecting to continue growing at mid- to upper-single-digit rates [1] Company Summary - ONEOK, Inc. is positioned to provide attractive yields, indicating a strong potential for income generation for investors [1] - The company anticipates growth rates in the mid- to upper-single digits, suggesting a positive outlook for its operational performance [1]

Core Viewpoint - The article emphasizes a personal investment strategy focused on growth and dividend income, aiming for an easy retirement through a portfolio that prioritizes compounding dividend income and growth [1]. Group 1: Investment Strategy - The strategy involves creating a portfolio that generates monthly dividend income, which is enhanced through dividend reinvestment and annual increases [1]. Group 2: Stock Positions - The article mentions a beneficial long position in shares of OKE, AMZN, GOOGL, and META, either through stock ownership, options, or other derivatives [1].

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of OKE, AMZN, G ...

With significant upside potential, ONEOK, Inc. (NYSE:OKE) secures a spot on our list of the 11 Best Retirement Stocks to Buy According to Analysts. Analysts Weigh ONEOK, Inc. (OKE)’s Strategic Growth Plans and the Challenges of a Shifting Energy Market Image by pasja1000 from Pixabay On September 17, 2025, ONEOK, Inc. (NYSE:OKE) came under the spotlight as analysts weighed the company’s strategic growth plans and the challenges of a shifting energy market. ONEOK, Inc. (NYSE:OKE) has recently not only b ...

Core Insights - ONEOK, Inc. is recognized as one of the best dividend stocks in the oil and gas sector, known for its stable cash flows supported by government-regulated rate structures and long-term contracts [2][3] - The company has nearly doubled its dividend payouts over the last decade, with a recent quarterly dividend declaration of $1.03 per share and $1.3 billion paid in the first half of the year [2][3] Company Overview - ONEOK, Inc. is one of the largest diversified energy infrastructure companies in the United States, operating an extensive network of natural gas liquids (NGLs), natural gas, refined products, and crude oil assets [4] Growth Strategy - The company is focused on increasing cash flows and dividends through several expansion projects, including relocating a gas processing plant to the Permian Basin, expanding its refined products pipeline system to Denver, constructing two new natural gas liquids fractionators, and building an LPG export terminal [3] - ONEOK expects these initiatives to drive an annual dividend growth rate of 3% to 4% in the coming years [3]

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iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Now is a great time to be an income investor, especially as the market remains skittish around dividend stocks. This is reflected by a record amount of cash ...

Group 1 - The Schwab U.S. Dividend Equity ETF (SCHD) offers access to 100 high-quality, high-yielding dividend stocks with a low expense ratio of 0.06% [1] - The ETF provides broad exposure to dividend stocks across various sectors, with a significant contribution from energy stocks [2] - The ETF aims to track the Dow Jones U.S. Dividend 100 Index, focusing on companies with strong financial strength and reliable dividends [4] Group 2 - The ETF's last annual reconstitution in March added 22 stocks, including five energy companies, resulting in an average dividend yield of 3.8% and an 8.4% annual growth rate over the past five years [4] - The energy sector currently accounts for over 19% of the ETF's assets, reflecting its high allocation and importance in fueling dividends [4] - The energy industry has the highest average dividend yield among the S&P 500 at 3.4%, significantly higher than the index's average of 1.2% [5] Group 3 - Chevron is the second-largest holding in the ETF, representing 4.4% of its assets, with a 4.4% dividend yield and a history of 38 consecutive years of dividend increases [8] - ConocoPhillips is the fourth largest holding at a 4.2% allocation, boasting a dividend yield of 3.4% and an 80% growth in dividends over the past five years [9] - Oneok, an energy infrastructure company, has a 1.8% allocation in the ETF and offers a robust 5.8% dividend yield, supported by stable cash flow from fee-based sources [10] Group 4 - Energy stocks are crucial for the ETF's ability to provide high-yielding and steadily rising dividends, with top holdings like Chevron, ConocoPhillips, and Oneok expected to continue delivering dividend growth [11]

Industry Overview - The increasing adoption of artificial intelligence (AI) is transforming it from a tech story into a power story, as AI requires significant energy resources, primarily natural gas [3] - New data centers, essential for AI deployment, are predominantly powered by gas-fired plants, indicating a growing demand for natural gas pipelines [3] Company Insights - Chesapeake Energy merged with Southwestern Energy to form Expand Energy, which is now the largest natural gas producer in the U.S., with a production capacity expected to grow from 7.2 billion cubic feet per day (Bcf/d) to 7.5 Bcf/d by 2026 [5][6] - Expand Energy anticipates a substantial increase in free cash flow, projecting $425 million and $500 million in 2025 and 2026, respectively, due to synergies from the merger and reduced operating expenses [7] - ONEOK operates approximately 60,000 miles of pipelines and has seen increased demand from AI firms for its infrastructure, indicating a shift in focus from tech companies to energy needs [10][11] - Energy Transfer LP has over 130,000 miles of pipelines and has been increasing its distribution consistently since 2021, with rising natural gas demand expected to support this trend [14][15] Financial Performance - Expand Energy has committed to doubling its debt reduction to $1 billion in 2025 and has announced a variable dividend of 89 cents per share, increasing its yield from 2.4% to 3.3% [8] - ONEOK's long-term debt is approximately $30 billion, which is two-thirds of its $45 billion market cap, indicating a significant leverage position [13] - Energy Transfer has signed agreements to supply natural gas to data centers and is expanding its Transwestern Pipeline with a $5.3 billion investment to meet growing demand in Arizona and New Mexico [16][17]

Company Performance - Oneok Inc. (OKE) shares decreased by 2.76% to $71.55, underperforming the S&P 500's daily gain of 0.49% [1] - Over the past month, Oneok's shares have depreciated by 0.59%, while the Oils-Energy sector gained 3.95% and the S&P 500 gained 2.99% [1] Upcoming Earnings - Oneok is expected to report an EPS of $1.48, representing a 25.42% increase compared to the same quarter last year [2] - Revenue is forecasted to be $9.31 billion, indicating an 85.4% growth year-over-year [2] Full Year Estimates - For the full year, analysts expect earnings of $5.44 per share and revenue of $35.71 billion, reflecting changes of +5.22% and +64.58% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Oneok suggest positive short-term business trends, which are generally interpreted as favorable for the business outlook [4] Zacks Rank and Valuation - Oneok currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate moving 0.99% lower over the past month [6] - The company is trading at a Forward P/E ratio of 13.52, which is a premium compared to the industry average of 12.19 [7] PEG Ratio - Oneok has a PEG ratio of 1.81, compared to the industry average PEG ratio of 1.42 [8] Industry Ranking - The Oil and Gas - Production Pipeline - MLB industry ranks in the top 42% of all industries, with a current Zacks Industry Rank of 102 [9]