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Compared to Estimates, Antero Midstream (AM) Q4 Earnings: A Look at Key Metrics
ZACKS· 2026-02-12 00:30
Antero Midstream Corporation (AM) reported $297 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 3.3%. EPS of $0.11 for the same period compares to $0.23 a year ago.The reported revenue represents a surprise of +1.06% over the Zacks Consensus Estimate of $293.9 million. With the consensus EPS estimate being $0.24, the EPS surprise was -53.78%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compa ...
Antero Midstream Announces Fourth Quarter 2025 Results and 2026 Guidance
Prnewswire· 2026-02-11 21:15
par value: 100,000 authorized as of December 31, 2024 and December 31, 2025Series A non-voting perpetual preferred stock; 12 designated and 10 issued and outstanding as of December 31, 2024 and December 31, 2025——Common stock, $0.01 par value; 2,000,000 authorized; 479,422 and 474,060 issued and outstanding as of December 31, 2024 and December 31, 2025, respectively4,7944,741Additional paid-in capital2,019,8301,952,524Retained earnings90,54714,776Total stockholders' equity2,115,1711,972,041Total liabilities ...
Midstream ETFs Outpace S&P 500 as Energy Is Top-Performing Sector
Etftrends· 2026-02-11 20:19
Midstream Outpaces S&P 500 as Energy Is Top-Performing SectorETF Trends is now VettaFi. Read More -- The energy sector has kicked off 2026 with a level of momentum that few anticipated just a couple months ago.As of February 10, energy has cemented its position as the best-performing sector in the S&P 500 year to date. The Energy Select Sector Index (IXE) posted an impressive gain of 19.8% on a total-return basis compared to the overall index's 1.5% return. A surprising and sustained strength in oil prices ...
Can Enterprise Products Maintain Its Consistent Capital Returns?
ZACKS· 2026-02-11 17:06
Key Takeaways Enterprise Products returns about $62B to investors through distributions and buybacks since its IPO.EPD has $4.8B of major projects under construction, with some set for service by 2026.EPD plans up to $2.9B in growth capex for 2026 and $2.5B for 2027, and $580M in maintenance for 2026.Enterprise Products Partners L.P. (EPD) generates revenues by transporting crude oil, natural gas, NGLs, refined products and petrochemicals across its extensive asset base. The partnership derives stable, fee- ...
Red-Hot Jobs Report Will Delay Fed Rate Cuts—Lock In These 5 Ultra-High-Yield Dividend Giants
247Wallst· 2026-02-11 15:17
Core Viewpoint - The January non-farm payrolls report revealed 130,000 new jobs and a drop in unemployment to 4.3%, leading to a reduction in expected Federal Reserve rate cuts for the year, making ultra-high-yield dividend stocks more attractive for income-focused investors [1][2]. Group 1: Economic Indicators - The non-farm payrolls report for January showed a surprising addition of 130,000 jobs, significantly exceeding Wall Street's expectations of 70,000-80,000 [1]. - Unemployment decreased to 4.3%, indicating a robust job market [1]. Group 2: Federal Reserve Rate Cuts - Predictions for 2.5 rate cuts this year were reduced to 2 following the jobs report, with potential for no cuts until summer if the upcoming consumer price index is below expectations [1]. - The expectation of prolonged higher interest rates diminishes the likelihood of rate cuts, making high-yield dividend stocks more appealing [1]. Group 3: Investment Opportunities - Ultra-high-yield stocks, offering dividends between 7% and 10%, are highlighted as attractive options for investors seeking passive income in a high-rate environment [1]. - Ares Capital Corporation, yielding 9.94%, specializes in financing solutions for middle-market companies and has received a Buy rating from 12 analysts [1][2]. - Energy Transfer, with a 7.16% distribution yield, operates a vast network of energy assets across the U.S. and has an Overweight rating from JPMorgan with a $21 target price [2]. - Healthpeak Properties, a REIT focused on healthcare real estate, offers a 7.24% dividend and has an Outperform rating with a $20 target price [2]. - Plains All American Pipeline, yielding 7.68%, operates midstream energy infrastructure and is poised for a breakout, with a Buy rating and a $25 target price from UBS [2]. - Starwood Property Trust, with a 10.60% dividend yield, operates in various segments including commercial and residential lending, and has an Outperform rating with a $21 target [2].
MPLX: Locking In Hefty Yield While AI Bubble Fears Mount
Seeking Alpha· 2026-02-11 13:30
I have been a happy MPLX LP ( MPLX ) investor since 2024, and it makes me happy not only because of the generous distribution yield but also because of the share price appreciation. It delivered aComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment ...
Enbridge's Q4 Earnings on Deck: Should You Stay Invested or Exit?
ZACKS· 2026-02-10 15:25
Key Takeaways ENB is set to report Q4 results Feb. 13, with consensus EPS of 60 cents and revenue of $11.8 billion.ENB's fee-based midstream model and gas transmission unit likely supported stable December-quarter revenue.ENB trades at a premium EV/EBITDA and carries higher debt, even as $30B in projects support cash flows.Enbridge Inc. (ENB) is set to report fourth-quarter 2025 results on Feb. 13, 2026, before the opening bell.The Zacks Consensus Estimate for fourth-quarter earnings is pegged at 60 cents p ...
Is Energy Transfer Stock a Buy Now for Income-Focused Portfolios?
Yahoo Finance· 2026-02-10 15:09
Core Viewpoint - Energy Transfer offers a high distribution yield of 7.3% with a plan for annual distribution growth of 3% to 5%, appealing to income-focused investors [1] Company Overview - Energy Transfer operates a significant North American midstream business, facilitating the transportation of oil and natural gas globally [2] - The company employs a toll taker approach, generating revenue through fees for the use of its energy infrastructure [2] Financial Performance - Energy Transfer's cash flows are generally reliable, with the volume of energy transported being more critical than the prices of oil and natural gas [3] - For the first nine months of 2025, the company's distributable cash flow covered its distribution by a strong factor of 1.8x [3] Future Growth Plans - The company has outlined $5 billion in capital spending plans for 2026 to support ongoing business growth [4] - Management has projects extending to 2029, which underpins the anticipated annual distribution growth of 3% to 5% [4] Historical Context - In 2020, Energy Transfer reduced its distribution by 50% during the energy downturn caused by the coronavirus pandemic to strengthen its balance sheet [5] - Although leverage has been reduced and distributions are now higher than pre-cut levels, the previous reduction may still concern income-dependent investors [6] Market Position - While Energy Transfer has attractive features, the midstream sector includes other high-yield options like Enterprise Products Partners and Enbridge, which have a longer history of dividend growth [7] - Investors may prefer these alternatives for potentially lower yields but greater stability during energy downturns [7]
The Williams Companies (NYSE:WMB) 2026 Investor Day Transcript
2026-02-10 14:32
The Williams Companies (NYSE:WMB) 2026 Investor Day February 10, 2026 08:30 AM ET Company ParticipantsChad Zamarin - President and CEODanilo Juvane - VP of Investor RelationsJohn Porter - EVP and CFOLarry Larsen - EVP and COORob Wingo - EVP of Corporate Strategic DevelopmentNone - Video NarratorConference Call ParticipantsAmit Tucker - Equity Research AnalystCraig Shere - Equity Research AnalystGabriel Moreen - Managing Director and Senior Equity Research AnalystJason Gabelman - Equity Research AnalystJean ...
The Williams Companies (NYSE:WMB) 2026 Earnings Call Presentation
2026-02-10 13:30
2026 Analyst Day February 2026 WILLIAMS © 2026 The Williams Companies, Inc. All rights reserved NYSE: WMB I 2026 Analyst Day I February 10, 2026 I www.williams.com 1 Agenda Welcome & Introductions Danilo Juvane, VP IR and ESG CEO Perspective Chad Zamarin, President & Chief Executive Officer 15-minute Break All Attendees Corporate Strategy Rob Wingo, EVP, Corporate Strategic Development Operations & Execution Larry Larsen, EVP & Chief Operating Officer Financial Outlook John Porter, EVP & Chief Financial Off ...