Greenland Capital Management LP Acquires New Holdings in ONEOK, Inc. $OKE

Greenland Capital Management LP bought a new position in shares of ONEOK, Inc. (NYSE:OKE) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 8,852 shares of the utilities provider’s stock, valued at approximately $646,000.

Other large investors have also recently bought and sold shares of the company. Empowered Funds LLC raised its position in shares of ONEOK by 0.8% in the first quarter. Empowered Funds LLC now owns 17,957 shares of the utilities provider’s stock worth $1,782,000 after buying an additional 137 shares in the last quarter. Focused Wealth Management Inc increased its stake in ONEOK by 4.3% in the 3rd quarter. Focused Wealth Management Inc now owns 3,441 shares of the utilities provider’s stock worth $251,000 after acquiring an additional 142 shares during the last quarter. Fidelis Capital Partners LLC raised its holdings in shares of ONEOK by 4.2% in the 2nd quarter. Fidelis Capital Partners LLC now owns 3,589 shares of the utilities provider’s stock valued at $270,000 after acquiring an additional 144 shares in the last quarter. Silver Lake Advisory LLC boosted its position in shares of ONEOK by 1.4% during the 3rd quarter. Silver Lake Advisory LLC now owns 10,788 shares of the utilities provider’s stock valued at $787,000 after acquiring an additional 147 shares during the last quarter. Finally, Alternative Investment Advisors LLC. grew its holdings in shares of ONEOK by 1.2% during the second quarter. Alternative Investment Advisors LLC. now owns 12,479 shares of the utilities provider’s stock worth $1,019,000 after purchasing an additional 148 shares in the last quarter. 69.13% of the stock is owned by institutional investors.

Analysts Set New Price Targets

OKE has been the subject of several research analyst reports. Morgan Stanley reiterated an “overweight” rating and set a $104.00 target price on shares of ONEOK in a research report on Wednesday, January 28th. JPMorgan Chase & Co. lowered shares of ONEOK from an “overweight” rating to a “neutral” rating and decreased their price target for the stock from $87.00 to $83.00 in a report on Tuesday, January 27th. Stifel Nicolaus set a $94.00 price objective on shares of ONEOK in a research report on Thursday, October 30th. Barclays cut their target price on shares of ONEOK from $78.00 to $76.00 and set an “equal weight” rating for the company in a research report on Thursday, January 15th. Finally, Argus raised ONEOK from a “hold” rating to a “buy” rating and set a $79.00 target price on the stock in a research note on Thursday, November 6th. Seven equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $86.27.

More ONEOK News

Here are the key news stories impacting ONEOK this week:

• Positive Sentiment: Q4 results beat estimates: EPS $1.55 vs. $1.50 consensus, full‑year net income +11% and adjusted EBITDA +18%, demonstrating solid operating performance. ONEOK Announces Higher Full-Year 2025 Earnings
• Positive Sentiment: Management framed 2025 as a “defining year” — delivering double‑digit earnings growth, margin expansion, integration of acquisitions and a stronger balance sheet, which supports a long‑term growth story. ONEOK (OKE) Q4 2025 Earnings Call Transcript
• Positive Sentiment: ONEOK highlighted shareholder returns (dividend increases referenced in coverage) and reiterated disciplined capital allocation, which is supportive for income‑oriented investors. ONEOK (OKE) Q4 2025 Earnings: What You Need to Know
• Neutral Sentiment: Shares have run up YTD and analysts are re‑examining valuation after the rally; this raises sensitivity to guidance and forward estimates. Is It Time To Reassess ONEOK (OKE) After Its Mixed Share Price Performance
• Negative Sentiment: FY‑2026 EPS guidance of $5.040–$5.870 was below consensus (~$5.83 at announcement), and investors cited the tepid guidance as the primary reason for the share decline. Why Oneok Fell Today
• Negative Sentiment: Segment weakness: Reuters highlights a drop in natural gas transportation earnings tied to a 2024 interstate pipeline divestiture, which weighed on quarterly profit. ONEOK quarterly profit falls as pipeline divestiture impacts gas segment earnings

ONEOK Trading Down 5.1%

Shares of OKE stock opened at $82.89 on Wednesday. The company has a debt-to-equity ratio of 1.44, a current ratio of 0.90 and a quick ratio of 0.75. ONEOK, Inc. has a 1-year low of $64.02 and a 1-year high of $103.64. The stock has a market capitalization of $52.16 billion, a PE ratio of 15.29, a P/E/G ratio of 4.90 and a beta of 0.96. The business has a 50-day moving average of $77.52 and a 200 day moving average of $73.79.

ONEOK (NYSE:OKE) last posted its quarterly earnings results on Monday, February 23rd. The utilities provider reported $1.55 EPS for the quarter, beating analysts’ consensus estimates of $1.50 by $0.05. The company had revenue of $9.07 billion during the quarter, compared to analyst estimates of $8.77 billion. ONEOK had a net margin of 10.09% and a return on equity of 15.38%. During the same period in the prior year, the business posted $1.57 EPS. ONEOK has set its FY 2026 guidance at 5.040-5.870 EPS. As a group, sell-side analysts anticipate that ONEOK, Inc. will post 5.07 earnings per share for the current year.

ONEOK Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Monday, February 2nd were paid a $1.07 dividend. The ex-dividend date of this dividend was Monday, February 2nd. This is a boost from ONEOK’s previous quarterly dividend of $1.03. This represents a $4.28 annualized dividend and a dividend yield of 5.2%. ONEOK’s payout ratio is 78.97%.

About ONEOK

ONEOK, Inc (NYSE: OKE) is a publicly traded midstream energy company headquartered in Tulsa, Oklahoma. The company owns and operates a portfolio of natural gas and natural gas liquids (NGL) pipelines, processing facilities, fractionators and storage and terminal assets. Its operations are focused on gathering, processing, transporting, fractionating and marketing NGLs and interstate natural gas, providing critical infrastructure that connects hydrocarbon production to refineries, petrochemical plants and other end markets.

ONEOK’s asset base includes pipeline systems and processing plants that move and condition natural gas, along with infrastructure for the transportation, storage and fractionation of NGLs such as ethane, propane and butane.