Enbridge Inc. (NYSE:ENB) is included among the 14 Best LNG Stocks to Buy Now. Enbridge (ENB) Price Target Raised to C$77 Following Strong Q4 Results Enbridge Inc. (NYSE:ENB) is a midstream energy operator that focuses on transporting and distributing oil, natural gas, and natural gas liquids. On February 19, Citi increased its price target on Enbridge Inc. (NYSE:ENB) from C$75 to C$77, while maintaining a ‘Buy’ rating on the shares. The target adjustment, which indicates an upside of over 7% from curren ...

Quick Read Marathon Petroleum (MPC) beat Q4 EPS estimates by 40% at $4.07. Full-year free cash flow surged 389% to $6.8B. Marathon’s MPLX midstream stake generated $1.7B in Q4 EBITDA. This provides stable fee-based revenue independent of crude prices. Marathon authorized $4.4B in remaining buybacks and increased its dividend by 10% in Q3 2025. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Marathon Petroleum might be a household name for retail investo ...

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Citi raised the firm’s price target on DT Midstream (DTM) to $156 from $130 and keeps a Buy rating on the shares. DT’s capital outlook update exceeded the firm’s expectations and management’s commentary was “even more constructive on two fronts,” says the analyst, who highlights that the company acknowledged growth will likely exceed a 7% compound annual rate through the end of the decade and disclosed that the opportunity backlog is “multiples” of the $3.4B capital outlook that is already about 50% sancti ...

Achieved record performance in 2025 by leveraging a multiyear transformation focused on large horsepower and electric motor drive compression, which align with high-growth midstream applications. Maintained fleet utilization at or above 95% for 11 consecutive quarters, driven by steady increases in natural gas production and the high reliability of standardized operations. Successfully high-graded the fleet through the sale of 325,000 horsepower of older or non-strategic assets, redeploying $192 milli ...

Norton highlighted ONEOK’s “integrated platform advantage,” saying the Magellan, Eastern, Inland, and Medallion acquisitions are expected to be fully embedded in 2026 across its NGL, refined products, crude, and natural gas systems. He said ONEOK has realized nearly $500 million of total synergies since closing the Magellan acquisition in September 2023, including approximately $250 million in 2025 alone, which he said exceeded original expectations.In the fourth quarter, net income attributable to ONEOK to ...

Shares of natural gas-focused midstream company Oneok (NYSE: OKE) fell on Tuesday, falling as much as 7% before recovering to a 4.9% decline as of 3:09 p.m. EDT. Oneok reported earnings last night, and while the company actually beat Wall Street's expectations for the fourth quarter, its 2026 guidance left investors wanting. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Oneok forec ...

Key Takeaways WES posted Q4 earnings of 47 cents, missing estimates and falling from 85 cents a year ago.Revenues increased to $1.03B but missed estimates as gas and NGL throughputs declined.Operating costs jumped to $744.2M, driven by higher G&A expenses despite a solid cash flow.Western Midstream Partners LP (WES) reported fourth-quarter 2025 earnings of 47 cents per common unit, which missed the Zacks Consensus Estimate of 91 cents. The bottom line declined from the year-ago quarter’s 85 cents.Total quar ...

Financial Data and Key Metrics Changes - In 2025, net income attributable to ONEOK increased by 12% to $3.39 billion, resulting in earnings of $5.42 per share [4][9] - Adjusted EBITDA rose by 18% to $8.02 billion, marking 12 consecutive years of growth [5][9] - For 2026, net income is expected to reach approximately $3.45 billion, with an Adjusted EBITDA midpoint of approximately $8.1 billion [10][14] Business Line Data and Key Metrics Changes - The company achieved nearly $500 million in total synergies from the Magellan acquisition, with $250 million realized in 2025 alone [6][7] - Approximately 90% of earnings are fee-based, which limits commodity exposure and supports valuation durability [7] - The natural gas pipeline segment exceeded guidance in 2025, benefiting from strategic locations in the Permian Basin and Louisiana [23] Market Data and Key Metrics Changes - In the Bakken, there are 5,000 identified wells yet to be drilled, equating to approximately 15+ years of inventory at current rig rates [8] - The company expects a low single-digit growth rate for Bakken volumes at $55-$60 per barrel crude prices [79] - The Permian Basin is projected to grow by more than 1 Bcf per year, with ONEOK well-positioned to capture this growth [26] Company Strategy and Development Direction - ONEOK aims to deliver durable growth through a disciplined capital allocation strategy and has integrated major acquisitions to enhance its platform [4][5] - The company is focused on organic expansions and capturing synergies from acquisitions to drive future growth [7][16] - The strategy includes maintaining a high-quality earnings mix and limiting commodity exposure [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to integrate acquisitions and capture expected synergies, generating additional cash flow [8] - Despite lower crude oil prices potentially slowing drilling, there is visibility into growth for 2026 and beyond [7][8] - The company remains cautious about commodity prices while maintaining confidence in the durability of its integrated asset base [8] Other Important Information - The company returned nearly $2.7 billion to shareholders through dividends and share repurchases in 2025 [10] - A quarterly dividend increase of 4% was recently announced, reinforcing the commitment to shareholder returns [10] Q&A Session Summary Question: Can you discuss the conservatism in the 2026 guidance? - Management indicated that they are planning for lower crude prices and have been intentional in their projections, which could allow for upside if prices strengthen [34] Question: What optimization opportunities exist? - Management highlighted successful discretionary ethane recovery and spot offloads in the Permian as examples of past optimization opportunities [35][36] Question: When can we expect announcements regarding power opportunities? - Advanced negotiations are ongoing with hyperscalers, and announcements are expected in the near future [39] Question: What is the outlook for Waha basis spreads? - Management noted that there is open capacity on the Eiger pipeline system, and they see potential upside if spreads remain favorable [43][44] Question: Can you elaborate on the drivers of NGL throughput volumes? - Management explained that a contract loss in the Bakken and increased ethane rejection in the Mid-Continent are tempering growth expectations [72] Question: What are the plans for capturing more third-party volumes in the Permian? - Management stated that they have significant capacity on the West Texas NGL Pipeline and are actively pursuing opportunities to attract third-party volumes [80][81]

Financial Data and Key Metrics Changes - In 2025, net income attributable to ONEOK increased by 12% to $3.39 billion, resulting in earnings of $5.42 per share [4][9] - Adjusted EBITDA rose by 18% to $8.02 billion, marking 12 consecutive years of growth [5][9] - For 2026, net income is expected to reach approximately $3.45 billion, with an adjusted EBITDA midpoint of about $8.1 billion [10][14] Business Line Data and Key Metrics Changes - The company achieved nearly $500 million in total synergies from the Magellan acquisition, with $250 million realized in 2025 alone [6][7] - Approximately 90% of earnings are fee-based, which limits commodity exposure and supports valuation durability [7] - The natural gas pipeline segment exceeded guidance in 2025, benefiting from strategic locations in the Permian Basin and Louisiana [23] Market Data and Key Metrics Changes - In the Bakken region, there are 5,000 identified wells yet to be drilled, equating to approximately 15 years of inventory at current rig rates [8] - The company expects a low single-digit growth rate for Bakken volumes at $55-$60 per barrel crude prices [79] - The Permian Basin is projected to grow by more than 1 Bcf per year, with ONEOK well-positioned to capture this growth [26] Company Strategy and Development Direction - ONEOK aims to deliver durable growth through a disciplined capital allocation strategy and has integrated major acquisitions to enhance its platform [4][5] - The company is focused on organic expansions and capturing synergies from acquisitions to drive future growth [7][16] - Management emphasizes the importance of safety and operational excellence while pursuing long-term value [31] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that lower crude oil prices may slow drilling but maintains visibility into growth for 2026 and beyond [7][8] - The company is cautious about commodity prices but remains confident in the durability of its integrated asset base [8][10] - Management highlighted the importance of employee contributions in driving strategy and operational success [31] Other Important Information - The company returned nearly $2.7 billion to shareholders in 2025 through dividends and share repurchases, with a recent 4% increase in quarterly dividends [10] - Capital expenditure guidance for 2026 is set between $2.7 billion and $3.2 billion, focusing on high-return projects [16][94] Q&A Session Summary Question: Can you discuss the conservatism in the 2026 guidance? - Management indicated that they are planning for crude prices in the $55-$60 range, which could impact spread differentials and producer cash flow [34] Question: What optimization opportunities exist beyond the guidance? - Management noted successful discretionary ethane recovery and spot offloads in the Permian as potential upside [35][36] Question: What is the outlook for power opportunities? - Advanced negotiations with hyperscalers are ongoing, with potential announcements expected soon [39] Question: Can you clarify the Waha basis spreads and guidance assumptions? - Management confirmed that they have open capacity on the Eiger pipeline and see potential upside in spreads [43][44] Question: What drives the NGL throughput volumes forecast? - Management explained that a contract loss in the Bakken and increased ethane rejection in the Mid-Continent temper growth expectations [72] Question: What are the natural gas storage opportunities? - Management highlighted expansion opportunities in Texas and Louisiana, driven by industrial customers and LNG projects [86][87]