Kinetik Holdings Inc.
Kinetik is an integrated midstream energy company serving producers in the Permian Basin. It gathers, transports, compresses, treats and processes natural gas; stabilizes and transports natural gas liquids; gathers and disposes of produced water; and gathers, stabilizes, stores and transports crude oil. Its Midstream Logistics segment provides gas gathering and processing, crude oil services, and water gathering and disposal. Its Pipeline Transportation segment operates and holds interests in pipelines carrying natural gas and natural gas liquids within the Permian Basin and to the U.S. Gulf Coast and Mexico. Kinetik earns revenue from its gathering, processing, treating, storage and transportation services, and also records equity income or losses from investments. Its operations are centered in the Delaware Basin, with its operational headquarters in Midland, Texas, and corporate office in Houston, Texas.
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Kinetik Holdings Inc. is set to report Q3 earnings, with analysts expecting EPS of $0.40 on revenue of $538.3M, down from Q2. The stock trades near its 52-week high with a market cap of $8.75B. Investors will focus on margins, segment performance, and infrastructure expansions amid Waha hub pricing pressures.
ISQ Global Fund II GP LLC sold 38,887 indirectly-held shares of Kinetik Holdings Inc. (KNTK) at an average of $55.94 ($55.07–$56.69, $2.18M total) across 3 trades over 2026-10-30 to 2026-11-03. Filed jointly with I Squared Capital, LLC (10% owner), ISQ Holdings, LLC (10% owner), Wahba Sadek (10% owner) and Bhandari Gautam (10% owner).
Kinetik Holdings settled a dispute with Energy Transfer, confirming its subsidiary's NGL purchase agreement ends December 31, 2026. The agreement is one of two involved in ongoing litigation. The settlement resolves the expiration date dispute, according to the company's SEC filing.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning KNTK (Kinetik Holdings Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent KNTK coverage spans financial news, earnings and insider activity.
In the last 30 days, KNTK insiders filed 11 SEC Form 4 transactions — no purchases and 11 sales ($132.5M). The most active reporter was ISQ Global Fund II GP LLC with 11 filings.
Near-term earnings risk hinges on how Waha hub pricing pressure affected gathering and processing profitability, plus segment offsets from logistics vs pipeline weakness.
The insider sale may signal modest selling pressure on KNTK.
Settlement confirms contract term, likely limiting upside/downside.
The extension may reduce short‑term supply risk for Kinetik, supporting the stock modestly.
The trade focus is on Q3 EBITDA and volume durability as Permian egress commissioning eases curtailments.
AlphAI scores every news story that mentions KNTK with an AI model for sentiment and relevance, and aggregates insider trades from Kinetik Holdings Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Kinetik Holdings Inc. is set to report Q3 earnings, with analysts expecting EPS of $0.40 on revenue of $538.3M, down from Q2. The stock trades near its 52-week high with a market cap of $8.75B. Investors will focus on margins, segment performance, and infrastructure expansions amid Waha hub pricing pressures.
5 min readISQ Global Fund II GP LLC sold 38,887 indirectly-held shares of Kinetik Holdings Inc. (KNTK) at an average of $55.94 ($55.07–$56.69, $2.18M total) across 3 trades over 2026-10-30 to 2026-11-03. Filed jointly with I Squared Capital, LLC (10% owner), ISQ Holdings, LLC (10% owner), Wahba Sadek (10% owner) and Bhandari Gautam (10% owner).
1 min readKinetik Holdings settled a dispute with Energy Transfer, confirming its subsidiary's NGL purchase agreement ends December 31, 2026. The agreement is one of two involved in ongoing litigation. The settlement resolves the expiration date dispute, according to the company's SEC filing.
1 min readKinetik Holdings Inc. (KNTK) filed an SEC Form 8-K — Other Events. Item 8.01. Other Events. On October 23, 2026, EagleClaw Midstream Ventures, LLC (“ ECMV ”), a subsidiary of Kinetik Holdings Inc., and Energy Transfer GC NGL Product Services, LLC (“ ET ”) (formerly Lone Star NGL Product Services, LLC) agreed to resolve (the “ Settlement ”) the p
1 min readWall Street analysts highlight Chevron (CVX), Kinetik Holdings (KNTK), and Crescent Energy (CRGY) for their dividend payouts. CVX offers a 3.14% yield, KNTK a 5.82% yield, and CRGY a 3.56% yield. Analysts from Goldman Sachs and Evercore provide price targets and earnings expectations for these companies, citing growth prospects and strategic acquisitions.
7 min readInsider trading activity reported for Kinetik (KNTK), Uxin (UXIN), Digi Power X (DGX), StoneX (SNEX), and Sprinklr (CXM). ISQ Global Fund II GP LLC sold 216,019 KNTK shares ($11.7M), while UXIN's CEO bought 18,827 shares ($21.2K). DGX's CEO acquired 20,000 shares ($55.2K). SNEX saw sales by executives totaling $10.5M. CXM's director purchased 150,000 shares ($850.5K).
1 min readOn Thursday, significant insider trading activity was disclosed. Nippon Life Insurance Co. bought 253,776 shares of Corebridge Financial (CRBG) for $8.8M. Tether Global Investments Fund invested $2.7M in Gold.com (GCOM). Saba Capital Management purchased 56,083 shares of Ellsworth Growth & Income Fund (EGIF) for $658,414. Kinetik Holdings (KNTK) saw a $109.5M sale by ISQ Global Fund II GP LLC. Talos Energy (TALO) had a $51.8M sale by Control Empresarial de Capitales.
3 min readISQ Global Fund II GP LLC sold 2,000,000 indirectly-held shares of Kinetik Holdings Inc. (KNTK) at $54.77 ($109.54M total) on 2026-10-13. Filed jointly with I Squared Capital, LLC (10% owner), ISQ Holdings, LLC (10% owner), Wahba Sadek (10% owner) and Bhandari Gautam (10% owner).
1 min readRBC expects Kinetik's Q3 adjusted EBITDA to reach $274M, exceeding guidance. The firm highlights increased production and processing capacity, which could boost profits and lead to higher earnings estimates. Kinetik's expansion of the Kings Landing II plant to 380M cf/d signals sustained demand and potential future growth.
2 min readRBC Capital kept its Outperform rating on Kinetik Holdings, setting a $58 price target, suggesting a 4.4% upside from the Oct 13 close. The firm expects strong financial results, with higher Adjusted EBITDA due to volume recovery and commodity prices, and highlights the company's growth potential in the Permian Basin.
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