Kinetik Holdings Inc. (NYSE:KNTK) is included among the 13 Oil Stocks with Highest Dividends. Scotiabank Increases Kinetik Holdings (KNTK) Price Target by $2 Kinetik Holdings Inc. (NYSE:KNTK) is the premier midstream operator in the Delaware Basin, providing gathering, compression, processing, transportation, and water management services. On March 17, Scotiabank upped its price target on Kinetik Holdings Inc. (NYSE:KNTK) from $49 to $51, while maintaining an ‘Outperform’ rating on the shares. The revis ...

Group 1 - Kinetik Holdings Inc. is recognized as one of the 14 Best Dividend Stocks to Invest in Under $50 [1] - Citi raised its price target for Kinetik Holdings from $46 to $51, maintaining a Buy rating due to a recent earnings beat and a positive growth outlook [2] - The company reported a 99.8% run time at its Kings Landing facility during Q4 2025, with strong ethane recoveries and reliable operations despite adverse weather conditions [3] Group 2 - Kinetik Holdings has made a final investment decision on a 40-megawatt gas-fired power generation project at Diamond Cryo, expected to begin service in late 2026 with a capital requirement of less than $25 million [4] - The company has updated gas gathering and processing agreements with its two largest legacy customers, extending the contracts into the mid-2030s with fixed-fee structures to enhance long-term cash flow visibility [4] - Kinetik operates as an integrated midstream company in the Permian-to-Gulf Coast region, providing various services for natural gas, natural gas liquids, crude oil, and water [5]

Group 1 - ONEOK, Inc. will hold its 2026 annual meeting of shareholders virtually on May 20, 2026, at 9 a.m. Central Time [1] - Shareholders of record as of March 23, 2026, are entitled to receive notice of and vote at the annual meeting [1] - Registration for the meeting will begin on April 1, 2026, and can be done online using the control number found on the notice or proxy materials [1] Group 2 - ONEOK is a leading midstream operator providing essential energy products and services, including gathering, processing, transportation, and storage [2] - The company operates an extensive pipeline network of approximately 60,000 miles, transporting natural gas, natural gas liquids, refined products, and crude oil [2] - ONEOK plays a significant role in meeting domestic and international energy demand, contributing to energy security and providing reliable energy solutions [2] Group 3 - ONEOK is an S&P 500 company headquartered in Tulsa, Oklahoma [3] - Additional information about ONEOK can be found on their website and social media platforms [3]

Core Viewpoint - Kinetik Holdings Inc. (NYSE: KNTK) has seen a significant increase in its share price due to potential acquisition interest from Western Midstream Partners, backed by Occidental Petroleum [1][3]. Company Overview - Kinetik Holdings Inc. is recognized as a leading midstream operator in the Delaware Basin, offering services such as gathering, compression, processing, transportation, and water management [2]. Recent Developments - The company's share price surged by 9.68% from February 13 to February 20, 2026, making it one of the top-performing energy stocks during that week [1]. - On February 19, a report indicated that Kinetik is exploring a sale after being approached by Western Midstream Partners, with discussions still in preliminary stages and no formal offer made yet [3]. Strategic Context - Occidental Petroleum, which owns approximately one-third of Western Midstream, is leveraging its position following its $57 billion acquisition of Anadarko in 2019. This strategic move aligns with the growing demand for natural gas, which is essential for powering the AI boom and supporting data centers [4].

Core Viewpoint - The Williams Companies, Inc. (NYSE:WMB) is highlighted as a strong investment opportunity in the infrastructure sector, with a price target increase from Wells Fargo analyst Praneeth Satish to $80 from $71, maintaining an Overweight rating [1]. Group 1: Growth Outlook - Williams Companies presented a positive growth outlook during its Analyst Day, projecting over 10% compound annual growth rate (CAGR) in EBITDA from 2025 to 2030, with approximately 8% of this growth already secured through final investment decision projects and modest expansions in gathering and processing [3]. - Wells Fargo forecasts a 12% EBITDA CAGR over seven years, which exceeds the company's own guidance [4]. Group 2: Project Approvals and Backlog - The company received approval for the "Socrates The Younger" power initiative, increasing its power backlog to 6 gigawatts from an implied 5 gigawatts and extending two contracts from 10 years to 12.5 years [4]. - Williams holds $12 billion in active construction contracts and a $37 billion opportunity pipeline, along with approximately 10 gigawatts in equipment orders contributing to an additional $14 billion shadow backlog [4]. Group 3: Strategic Acquisitions - Williams is reportedly exploring the acquisition of US natural gas production assets to secure supplies for its energy services aimed at hyperscalers and AI data center developers [5]. - This strategic move is intended to position Williams as a single partner for multiple suppliers, enhancing its leadership in AI energy and addressing the growing power demands of data centers [6].

Group 1 - Delek Logistics Partners, LP plans to issue a press release summarizing its fourth quarter 2025 results before the U.S. stock market opens on February 27, 2026 [1] - A conference call to discuss the fourth quarter results is scheduled for February 27, 2026, at 11:30 a.m. CT (12:30 p.m. ET) [1] - The live broadcast of the conference call will be available online, with a replay accessible for 90 days [2] Group 2 - Delek Logistics is a midstream energy master limited partnership based in Brentwood, Tennessee, focusing on gathering, pipeline, transportation, and other services in the energy sector [3] - The company operates primarily in the Permian Basin, Delaware Basin, and Gulf Coast region, providing services for crude oil, refined products, natural gas, and more [3] - Delek US Holdings, Inc. owns the general partner interest and a majority limited partner interest in Delek Logistics, also serving as a significant customer [4]

Core Viewpoint - Cushing Asset Management significantly increased its stake in Kinetik Holdings by purchasing 855,000 shares, reflecting confidence in the company's future performance despite recent stock declines [2][4][8]. Group 1: Transaction Details - Cushing Asset Management's recent SEC filing revealed an increase in its Kinetik Holdings stake to 1.8 million shares, valued at $66.5 million as of quarter-end [4][8]. - The total position now represents 3.8% of the fund's assets under management (AUM), which amounts to $1.7 billion [4][8]. - The purchase raised the quarter-end position value by $24.2 million, influenced by both share purchases and price movements [4]. Group 2: Company Overview - Kinetik Holdings operates as a midstream company in the Texas Delaware Basin, providing gathering, transportation, compression, processing, and treating services for oil and gas producers [7][11]. - The company has a fee-based midstream business model, focusing on generating revenue primarily from long-term contracts with producers [7][11]. - As of January 26, 2026, Kinetik Holdings had a market capitalization of $6.4 billion, with a revenue of $1.72 billion and a dividend yield of 7.9% [6]. Group 3: Market Performance - Kinetik's stock has experienced a decline of 35.5% over the past year, while the S&P 500 has returned 15.4% during the same period [9]. - Despite the stock's disappointing performance, Kinetik recently raised its quarterly dividend by 4% to $0.81, resulting in an 8.1% dividend yield, significantly higher than the S&P 500's yield of 1.1% [9].

Core Viewpoint - ONEOK, Inc. is set to release its fourth-quarter and year-end 2025 earnings on February 23, 2026, with a conference call scheduled for the following day [1]. Group 1: Company Overview - ONEOK is a leading midstream operator providing essential energy products and services, including gathering, processing, fractionation, transportation, storage, and marine export services [2]. - The company operates an extensive pipeline network of approximately 60,000 miles, transporting natural gas, natural gas liquids (NGLs), refined products, and crude oil to meet both domestic and international energy demands [2]. - As one of the largest integrated energy infrastructure companies in North America, ONEOK plays a crucial role in energy security and delivering reliable energy solutions [2]. Group 2: Earnings Call Details - The earnings conference call will take place at 11 a.m. Eastern on February 24, 2026, with a phone dial-in option and a webcast available on the company's website [4]. - For those unable to attend the live call, a replay will be accessible on ONEOK's website for one year, and a phone recording will be available for seven days [1].

Company Overview - Antero Midstream Corporation is a leading midstream energy company that operates an integrated infrastructure network providing essential gathering, processing, and water services to natural gas producers in the Appalachian Basin [9] - The company primarily generates revenue from gathering pipelines, compressor stations, and water handling facilities, focusing on supporting Antero Resources' production in West Virginia and Ohio [8] Recent Developments - Ripple Effect Asset Management disclosed a new position in Antero Midstream, acquiring 510,000 shares valued at approximately $9.91 million, which represents 1.94% of the firm's 13F reportable assets [2][3][6] - As of the latest filing, Antero Midstream shares were priced at $17.94, reflecting a 16% increase over the past year, aligning closely with the S&P 500's nearly 17% gain during the same period [4] Financial Performance - Antero Midstream reported a 10% year-over-year increase in adjusted EBITDA to $281 million, while free cash flow after dividends nearly doubled to $78 million [11] - The company's leverage declined to 2.7x, capital spending decreased, and it repurchased $41 million of stock during the quarter, indicating a strong cash flow position and a tightening balance sheet [11] Investment Strategy - The acquisition of both put and call options alongside common shares suggests an investor strategy aimed at engineering outcomes rather than merely collecting yield, which is notable for a midstream company typically viewed as a cash-flow vehicle [10] - The presence of put options indicates a strategy for downside protection against commodity or rate-driven volatility, while call options may enhance returns if market conditions improve [12]

Core Viewpoint - Ripple Effect Asset Management has initiated a significant new position in Antero Midstream Corporation, acquiring 510,000 shares valued at approximately $9.91 million, while also holding put and call options, indicating a strategic approach to risk-reward management [2][3][6]. Company Overview - Antero Midstream Corporation is a leading midstream energy company that provides essential gathering, processing, and water services to natural gas producers, primarily in the Appalachian Basin [5][8]. - The company reported a revenue of $1.25 billion and a net income of $472.42 million for the trailing twelve months (TTM), with a dividend yield of 5% [5]. Recent Performance - Antero Midstream's stock price was $17.94, reflecting a 16% increase over the past year, which is in line with the S&P 500's nearly 17% gain during the same period [4]. - The company's third-quarter results showed a 10% year-over-year increase in adjusted EBITDA to $281 million, with free cash flow after dividends nearly doubling to $78 million [9]. Investment Strategy - The combination of common shares with both put and call options suggests that investors are engineering specific outcomes rather than merely seeking yield, which is notable for a midstream company typically viewed as a cash-flow vehicle [6][10]. - The put options indicate a strategy for downside protection against volatility, while the call options suggest potential upside if market conditions improve [10].