CNBCยท2025-09-07 11:54Group 1: Archrock (AROC) - Archrock is an energy infrastructure company focused on midstream natural gas compression, with a recent dividend of 21 cents per share for Q2, marking an 11% increase from Q1, resulting in an annualized yield of 3.3% [3][4] - Mizuho analyst Gabriel Moreen has reiterated a buy rating on Archrock, raising the price target from $31 to $32, while TipRanks' AI Analyst has an "outperform" rating with a target of $27 [4][6] - Moreen highlighted Archrock's strong balance sheet flexibility, allowing for capital returns and dividend expansion, with projected dividend per share growth of 20%, 12%, and 10% for fiscal years 2025, 2026, and 2027 respectively [5][6] Group 2: Brookfield Infrastructure Partners (BIP) - Brookfield Infrastructure Partners declared a quarterly distribution of 43 cents per unit, reflecting a 6% year-over-year increase, offering a dividend yield of 5.6% [8][10] - Jefferies analyst Sam Burwell resumed coverage with a buy rating and a price target of $35, noting significant acquisitions that have strengthened BIP's midstream, transport, and data businesses [10][11] - Burwell expects BIP's funds from operations (FFO) to grow at a nearly 9% compound annual growth rate (CAGR) and solid distribution growth at about 6.5% CAGR through 2027 [13] Group 3: Permian Resources (PR) - Permian Resources, an independent oil and natural gas company, declared a base dividend of 15 cents per share for Q3 2025, resulting in an annualized yield of 4.3% [15][16] - Goldman Sachs analyst Neil Mehta reaffirmed a buy rating with a price forecast of $17, highlighting operational ramp-up and new agreements to enhance cash flow [16][17] - Mehta emphasized PR's focus on cost optimization and strategic investments, projecting incremental free cash flow of over $50 million in 2026 compared to 2024 [17][18]