Core Viewpoint - The article discusses several high-yield dividend growth stocks, highlighting their potential for dividend increases and the importance of upcoming announcements for investors [2][3][4]. Group 1: High-Yield Dividend Growth Stocks - Hess Midstream LP (HESM) is a master limited partnership (MLP) with significant midstream energy assets in North Dakota, including over 1,400 miles of pipelines and a processing capacity of 500 million cubic feet per day [3][4]. - Delek Logistics Partners LP (DKL) has established itself as a major player in the Permian Basin, with a history of 50 consecutive quarterly dividend increases, showcasing its strong cash flow generation [5][6]. - Cogent Communications (CCOI) is a large ISP with over 124,000 route miles of optical fiber, but it faces challenges such as declining revenues and high leverage, making its upcoming dividend announcement critical [7][8][9]. Group 2: Dividend Strategies and Expectations - Redwood Trust (RWT), a mortgage REIT, is transitioning towards a core operating strategy focused on residential mortgages, which could benefit from Federal Reserve easing, but its legacy investments remain a drag on results [11][12][13]. - Dynex Capital (DX) is another mREIT with a high yield of over 16%, but it has a history of dividend cuts; its next announcement is anticipated to be influenced by interest rate spreads [14][15][17].

Group 1 - Hess Midstream LP (NYSE:HESM) is considered one of the most profitable oil stocks to invest in currently, with Eagle Global Advisors LLC increasing its position by 53.7% in Q2, acquiring 857,669 shares, making it the firm's fourth largest holding [1] - The company is expected to benefit from new drilling plans, although near-term growth prospects may appear modest due to reduced throughput in its system [2] - Hess Midstream LP has a strong contract structure with minimum volume commitments (MVC) extending through 2033, positioning it well for guaranteed minimum revenue [3] Group 2 - Hess Midstream LP operates midstream assets in Texas and provides fee-based services to Hess and third-party customers, with three main segments: Gathering, Processing and Storage, and Terminaling and Export [4]

Core Insights - The energy sector has several oversold stocks that present potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Nextdecade Corp (NASDAQ:NEXT) has an RSI of 27.7, with a recent stock price of $6.60 after a 38% decline over the past month [8] - BW LPG Ltd (NYSE:BWLP) has an RSI of 29.8, closing at $13.90 after an 11% drop in the last five days [8] - Hess Midstream LP (NYSE:HESM) has an RSI of 27.5, with shares rising to $34.65 despite a 16% decline over the past month [8] Group 2: Company Updates - Nextdecade was downgraded from Buy to Hold by TD Cowen, with a price target reduction from $11 to $8 [8] - BW LPG announced the sale of BW Lord, emphasizing its strategy to modernize its fleet and capitalize on asset values [8] - Hess Midstream upgraded its FY25 gas gathering volumes guidance, focusing on cash flow stability and shareholder returns [8]

Core Insights - The energy sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Nextdecade Corp (NASDAQ:NEXT) has an RSI of 27.7, with a stock price decline of approximately 38% over the past month, closing at $6.60 [8] - BW LPG Ltd (NYSE:BWLP) has an RSI of 29.8, with a stock price drop of around 11% in the last five days, closing at $13.90 [8] - Hess Midstream LP (NYSE:HESM) has an RSI of 27.5, with a stock price decrease of about 16% over the past month, closing at $34.65 [8] Group 2: Company Updates - Nextdecade was downgraded from Buy to Hold by TD Cowen analyst Jason Gabelman, with a reduced price target from $11 to $8 [8] - BW LPG announced the sale of BW Lord, emphasizing its strategy to modernize its fleet and capitalize on strong asset values [8] - Hess Midstream upgraded its FY25 gas gathering volumes guidance, focusing on cash flow stability and shareholder returns [8]

Core Insights - Investors are increasingly turning to dividend-yielding stocks during market turbulence and uncertainty, favoring companies with high free cash flows that offer substantial dividend payouts [1] Company Ratings and Performance - **Delek Logistics Partners, LP (NYSE: DKL)**: - Dividend Yield: 9.80% - Mizuho analyst Gabriel Moreen maintained a Neutral rating and raised the price target from $44 to $45 on Aug. 29, 2025, with a 70% accuracy rate [7] - Raymond James analyst Justin Jenkins maintained an Outperform rating and increased the price target from $44 to $46 on Jan. 28, 2025, with a 78% accuracy rate [7] - Recent News: Reported weaker-than-expected quarterly results on Aug. 6 [7] - **Western Midstream Partners, LP (NYSE: WES)**: - Dividend Yield: 9.23% - Mizuho analyst Gabriel Moreen maintained an Outperform rating and raised the price target from $44 to $46 on Aug. 29, 2025, with a 70% accuracy rate [7] - Morgan Stanley analyst Robert Kad maintained an Underweight rating and reduced the price target from $41 to $39 on Aug. 26, 2025, with a 70% accuracy rate [7] - Recent News: Reported upbeat quarterly earnings on Aug. 6 [7] - **Hess Midstream LP (NYSE: HESM)**: - Dividend Yield: 8.09% - Citigroup analyst Spiro Dounis downgraded the stock from Buy to Neutral and cut the price target from $42 to $41 on Sept. 11, 2025, with a 75% accuracy rate [7] - JP Morgan analyst Jeremy Tonet maintained a Neutral rating and increased the price target from $44 to $46 on Aug. 22, 2025, with a 66% accuracy rate [7] - Recent News: Upgraded FY25 gas gathering volumes guidance on Sept. 18 [7]

Core Insights - Investors are increasingly turning to dividend-yielding stocks during market turbulence and uncertainty, favoring companies with high free cash flows that offer substantial dividend payouts [1] Company Ratings and Performance - **Delek Logistics Partners, LP (NYSE: DKL)**: - Dividend Yield: 9.80% - Mizuho analyst Gabriel Moreen maintained a Neutral rating and raised the price target from $44 to $45 on Aug. 29, 2025, with a 70% accuracy rate [7] - Raymond James analyst Justin Jenkins maintained an Outperform rating and increased the price target from $44 to $46 on Jan. 28, 2025, with a 78% accuracy rate [7] - Recent News: Reported weaker-than-expected quarterly results on Aug. 6 [7] - **Western Midstream Partners, LP (NYSE: WES)**: - Dividend Yield: 9.23% - Mizuho analyst Gabriel Moreen maintained an Outperform rating and raised the price target from $44 to $46 on Aug. 29, 2025, with a 70% accuracy rate [7] - Morgan Stanley analyst Robert Kad maintained an Underweight rating and reduced the price target from $41 to $39 on Aug. 26, 2025, with a 70% accuracy rate [7] - Recent News: Reported upbeat quarterly earnings on Aug. 6 [7] - **Hess Midstream LP (NYSE: HESM)**: - Dividend Yield: 8.09% - Citigroup analyst Spiro Dounis downgraded the stock from Buy to Neutral and cut the price target from $42 to $41 on Sept. 11, 2025, with a 75% accuracy rate [7] - JP Morgan analyst Jeremy Tonet maintained a Neutral rating and increased the price target from $44 to $46 on Aug. 22, 2025, with a 66% accuracy rate [7] - Recent News: Upgraded FY25 gas gathering volumes guidance on Sept. 18 [7]

Group 1 - Hess Midstream LP (NYSE:HESM) experienced an 11.7% decline in share price from September 18 to September 25, 2025, making it one of the worst-performing energy stocks during that week [1] - The company updated its guidance, indicating a reduction in Bakken rig activity by Chevron from four to three drilling rigs starting in Q4 2025, which is expected to impact oil throughput volumes [3] - Despite the anticipated plateau in oil throughput volumes by 2026, Hess Midstream expects long-term growth in gas throughput volumes in the Bakken through at least 2027 [3] Group 2 - Wells Fargo downgraded Hess Midstream's stock from 'Overweight' to 'Equal Weight', lowering the price target from $48 to $39, citing reduced EBITDA growth and capital return due to Chevron's rig activity changes [4]

Financial and Operational Guidance - Hess Midstream LP (NYSE:HESM) expects long-term growth in gas throughput volumes through at least 2027 in the Bakken region, while oil throughput volumes are projected to plateau in 2026 due to lower planned rig activity [1] - The company anticipates relatively flat adjusted EBITDA in 2026 compared to 2025, with growth expected in 2027 driven by improvements in gas throughput volumes and inflation escalation provisions in existing commercial agreements [1] - Hess Midstream LP plans to significantly reduce capital spending in 2026 and 2027, suspending early engineering activities on the Capa gas plant and removing the project from the forward plan [2] - For 2025, Hess Midstream LP expects full-year gas gathering volumes to average between 455 to 465 million cubic feet of natural gas per day and gas processing volumes to average between 440 to 450 million cubic feet of natural gas per day [2]

Core Viewpoint - Shares of Hess Midstream LP (NYSE: HESM) dropped 10% following a disappointing guidance update, erasing all gains made over the past year [1] Group 1 - The stock's decline indicates investor reaction to the company's updated guidance, which was not well received [1] - The drop in share price has eliminated the previous year's rally, reflecting a significant shift in market sentiment towards the company [1]

Core Viewpoint - Shares of Hess Midstream LP (NYSE: HESM) dropped 10% following a disappointing guidance update, erasing all gains made over the past year [1] Group 1 - The stock's decline indicates investor reaction to the company's updated guidance, which was not well received [1] - The drop in share price has eliminated the previous year's rally, reflecting a significant shift in market sentiment towards the company [1]