OKE Oneok Inc.

$OKE absolutely blew past earnings estimates. I cant blame the analysts for being off with what has been going on with oil/gas prices. Its hard for them to be accurate with parabolic pricing

$OKE nice play in oil/gas space and recent double beat and raise. But upside limited. Maybe 100/101 from here before it turns. Just a thought...

$OKE is ranked #12 in energy balanced with a score of 72. I used Stock Meadow’s scoring model to review the results.

$OKE So why isn't it? Awesome numbers: The company strengthened its balance sheet by extinguishing nearly $5.5 billion of debt principal in September 2026 ONEOK raised its 2026 guidance, setting midpoints of $4.18 billion for net income and $8.55 billion for adjusted EBITDA 2027, we expect meaningful earnings growth from our Brazos Permian Midland Basin assets, recently completed and advancing growth projects and continued commercial optimization across our systems Possibly: CapEx: projecting about $3.5 billion in capital expenditures to fund enhanced growth opportunities and system optimization No dividend announced Scotiabank analyst Brandon Bingham maintained a Hold rating on Oneok today and set a price target of $96.00. The company’s shares closed last Tuesday at $96.01.

$OKE Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.13 up 42.95% YoY • Reported revenue of $12.46B up 44.26% YoY • ONEOK increased 2026 net income guidance to $4.09B to $4.27B and adjusted EBITDA guidance to $8.5B to $8.6B; capital expenditure guidance is approximately $3.5B.

$OKE is ranked #9 in energy balanced with a score of 74 after today's selloff. I posted these rankings earlier, but the data just refreshed. It may not feel like it after today's S show, but a down day can be the right time to invest. I used Stock Meadow's Scoring model to find the next stock I'm buying.

Rough, scary day in the market, and it's okay to feel it. Markets have bounced back from drops before, and I expect this one to as well. For me, days like this are for research, so I used Stock Meadow's scoring model to find the companies to buy. $OKE is ranked #10 in energy balanced with a score of 73.

$OKE Q3 EPS came in at 2.13 dollars, but 0.53 dollars of that was a one time noncash tax benefit from the reorganization. Ex that it is still around 1.60 dollars, above the 1.46 dollars consensus Zacks had. Adjusted EBITDA was 2.24 billion dollars, up 6%, with NGL raw feed throughput up 6% and Permian gas processed up 4%. Management raised the 2026 guide again, EPS midpoint now 6.30 dollars and adjusted EBITDA midpoint 8.55 billion dollars.

$OKE Does ONEOK's raise to a $6.30 EPS midpoint hold up once a one-time $0.53 tax benefit is taken out? 🏢 ONEOK, a Tulsa pipeline operator worth about $60.48B at $95.95 a share at 16:00 ET on October 27, 2026, raised its 2026 EPS guidance midpoint to $6.30 from $5.68 set in August ⚠️ Of that $0.62 raise, $0.53 is a one-time noncash tax benefit from the reorganization behind its $9B minority equity deal, which leaves about $0.09; the same deal sent $0.05 a share of Q3 profit to the new minority holders, while the adjusted EBITDA midpoint rose to $8.55B 🏦 In return, ONEOK retired nearly $5.5B of debt principal in September, cut long-term debt to $26.94B from $30.76B at year-end and won BBB+ upgrades from S&P and Fitch 📅 Next: Management holds its call at 11 a.m. Eastern on Oct. 28, 2026; watch for any 2027 detail on the Brazos assets Source: SEC 8-K, Oct 27 + GlobeNewswire release, Aug 3

$OKE is on today's earnings calendar, so here is what Washington filed. Rep. Kevin Hern's House PTR 20035491 (signed Sep 25) reports two ONEOK lines coded E (exchange) on Sep 11: 500,001 to 1,000,000 dollars in the family revocable trust and 100,001 to 250,000 dollars in the family foundation, each described as "OKE exchange for CUSIP 30609A109". The same report lists two partial OKE sales: Aug 31 (50,001 to 100,000 dollars) and Sep 4 (15,001 to 50,000 dollars). An exchange is reported as its own transaction type, not as a purchase or a sale. Filings show trades, not reasons. Has anyone seen that CUSIP on another filing?

$OKE trimmed a few at 96 from 80, will buy back on dips, gotta get the cheddar when you can lately.