ONEOK operates midstream energy infrastructure, gathering, processing, transporting, storing and exporting natural gas, natural gas liquids (NGLs), refined products and crude oil for producers, utilities, industrial customers, petrochemical companies, distributors, refiners, exporters and other end users. Its four segments are Natural Gas Gathering and Processing, Natural Gas Liquids, Natural Gas Pipelines, and Refined Products and Crude. The business operates about 60,000 miles of pipelines and is headquartered in Tulsa, Oklahoma. ONEOK earns primarily fee-based income from gathering, processing, transportation, storage and fractionation services, with additional income from commodity sales and purchases and optimization and marketing. Its natural gas liquids operations connect supply areas with markets through pipelines, fractionators, terminals and storage facilities. Its natural gas pipelines serve utilities, industrial customers and other shippers, while its refined products and crude operations transport and distribute fuels and crude oil through pipelines, terminals and storage assets.
Analysts upgraded Cloudflare (NET), Riot Platforms (RIOT), and others, while downgrading DraftKings (DKNG), Wix.com (WIX), and more. CPI data release expected to impact markets. Major indices rose Monday, led by Russell 2000's 3.15% gain. Analysts note short covering and lower oil prices as factors.
Barclays resumed coverage on ONEOK with an Equal Weight rating and a $94.00 price target. The stock has shown mixed performance following past headlines, with no clear pattern of movement.
Argus raised its price target for Oneok (NYSE:OKE) to $108, citing strong Q3 2026 earnings of $1.35B ($2.13 EPS), up 43% YoY. The company beat estimates and raised 2026 guidance to $4.18B net income and $6.30 EPS. Oneok trades at a P/E of 13.71 and offers a 4.66% dividend yield.
via TradingView
OKE sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning OKE (ONEOK INC /NEW/). Coverage has skewed bullish: 1 bullish, 2 neutral, and 0 bearish.
Recent OKE coverage spans financial news, earnings and corporate actions.
AlphAI scores every news story that mentions OKE with an AI model for sentiment and relevance, and aggregates insider trades from ONEOK INC /NEW/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Analysts upgraded Cloudflare (NET), Riot Platforms (RIOT), and others, while downgrading DraftKings (DKNG), Wix.com (WIX), and more. CPI data release expected to impact markets. Major indices rose Monday, led by Russell 2000's 3.15% gain. Analysts note short covering and lower oil prices as factors.
Barclays resumed coverage on ONEOK with an Equal Weight rating and a $94.00 price target. The stock has shown mixed performance following past headlines, with no clear pattern of movement.
Argus raised its price target for Oneok (NYSE:OKE) to $108, citing strong Q3 2026 earnings of $1.35B ($2.13 EPS), up 43% YoY. The company beat estimates and raised 2026 guidance to $4.18B net income and $6.30 EPS. Oneok trades at a P/E of 13.71 and offers a 4.66% dividend yield.
Exxon Mobil (XOM) raised its dividend for the 44th year, increasing it by 4% to $1.07 per share. Chevron (CVX), AbbVie (ABBV), and ONEOK (OKE) also raised their dividends. All four companies reported strong free cash flow and analyst support. Exxon's dividend yield is 2.35%, Chevron's is 2.87%, AbbVie's is 2.28%, and ONEOK's is 4.46%.
Invesco S&P Ultra Dividend Revenue ETF (RDIV) reported $882.9M in gross activity, buying $71.4M of ONEOK (OKE), $65.2M of HP (HPQ), and $57.5M of Omnicom (OMC), while selling $100.5M of Target (TGT) and $58.2M of Kinder Morgan (KMI). RDIV manages $1.49B in assets and focuses on high-dividend U.S. stocks.
Mizuho raised its price target on ONEOK (OKE) to $101 from $95, citing strong Q3 2026 results. The company beat EBITDA estimates and raised full-year guidance. OKE's stock has a 32% YTD return, P/E of 14.4, and a 4.6% dividend yield. Jefferies also raised its price target to $97, maintaining a Hold rating.
Scotiabank kept its Sector Perform rating on ONEOK but raised its price target to $97 from $96, suggesting a 4.8% upside from the Nov 2 close of $92.52. Recent analyst targets for ONEOK range from $96 to $110.
Freedom Broker kept its Buy rating on ONEOK and increased its price target to $110 from $105, suggesting an 18.9% upside from the Nov 2 close of $92.52. Recent analyst price targets for ONEOK range from $96 to $105.
Kinder Morgan (KMI) declared a 2% higher quarterly dividend, while ONEOK (OKE) announced an acquisition that may allow for dividend increases. KMI yields 3.7% with 2.07x coverage, while OKE yields 4.9% with 2.25x coverage. Both companies have strong cash flow to support dividends, with KMI focusing on project backlog for growth and OKE planning to retire $5 billion in debt.
ETFs were net sellers of ONEOK (OKE) on Wednesday, with $23.1 million in outflows, driven by PWV's $28.1 million sale. This extended a two-day selling streak. OKE operates in the energy sector with a $60.4 billion market cap. ETF activity has been mixed over the past week.
