ONE Gas Announces Third Quarter 2025 Financial Results; Narrows 2025 Financial Guidance
Quarterly Financial Results: ONE Gas, Inc. reported a net income of $26.5 million for Q3 2025, an increase from $19.3 million in Q3 2024, and narrowed its 2025 earnings per share guidance to $4.34 to $4.40.
Dividend Declaration: The board declared a quarterly dividend of $0.67 per share, payable on December 1, 2025, to shareholders of record by November 14, 2025.
Operational Highlights: The company experienced an increase in operating income to $65.4 million in Q3 2025, driven by new rates and customer growth, despite rising costs in depreciation, taxes, and employee-related expenses.
Regulatory Updates: ONE Gas is involved in several regulatory activities, including rate cases filed by its subsidiaries in Texas and Kansas, with new rates expected to take effect in early 2026.
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ONE Gas (OGS) Declares $0.68 Quarterly Dividend, 1.5% Increase
- Dividend Increase: ONE Gas declares a quarterly dividend of $0.68 per share, marking a 1.5% increase from the previous $0.67, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
- Yield Performance: The forward yield of 3.46% not only attracts income-seeking investors but also reflects the company's relative appeal in the current market environment, enhancing its investment attractiveness.
- Financial Outlook Adjustment: ONE Gas narrows its 2025 EPS guidance to $4.34 to $4.40, indicating progress in system capacity and capital execution despite facing market challenges, which may influence investor confidence.
- Market Engagement: ONE Gas participates in virtual conferences hosted by Jefferies and Mizuho, showcasing its proactive approach to engaging with investors and highlighting its growth potential in the energy sector.
ONE Gas (OGS) Raises Q1 2026 Dividend to $0.68 per Share
- Dividend Increase: ONE Gas has raised its Q1 2026 dividend by 1 cent to $0.68 per share, resulting in an annualized dividend of $2.72, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
- Payment Schedule: The dividend will be payable on March 6, 2026, to shareholders of record as of February 20, 2026, ensuring timely returns for investors and enhancing confidence in the stock.
- Future Dividend Expectations: The company anticipates an average annual dividend increase of 1% to 2% through 2030, reflecting confidence in future profitability and cash flow, which may attract more long-term investors.
- Market Position: As one of the largest natural gas utilities in the U.S., serving over 2.3 million customers, ONE Gas's stable customer base and regulatory environment provide strong support for its ongoing dividend growth.
ONE GAS INC RAISES QUARTERLY DIVIDEND TO 68 CENTS PER SHARE
- Dividend Increase: OneGas has announced an increase in its quarterly dividend to 68 cents per share.
- Financial Performance: This decision reflects the company's ongoing commitment to returning value to its shareholders.
Navigating the Complexities of AI Power Trade: Stocks to Watch in 2026.
Electricity Demand: Tech companies are increasingly competing for electricity to power their AI data centers, driving up demand.
Premium Pricing: The heightened competition has led these companies to pay a premium for electricity, highlighting its value in the tech industry.
MDU Plans to Raise $200M Through Share Issuance for Acquisition and Additional Uses
MDU Resource Group Offering: MDU Resource Group, Inc. has announced a public offering of $200 million in equity shares, with the potential for an additional $30 million, to fund general business purposes including debt repayment and capital expenditures, while avoiding increasing its debt burden.
Impact on Earnings: The increase in shares outstanding will dilute earnings per share, adding to the existing 205.3 million shares, despite MDU's anticipated long-term EPS growth rate of 6-8% and a customer growth rate of 1-2% annually.
Industry Comparisons: MDU currently holds a Zacks Rank #5 (Strong Sell), while Atmos Energy Corporation, a competitor, has a better Zacks Rank #2 (Buy) and a long-term earnings growth rate of 7.98%.
Investment Strategies: Other companies like Sempra Energy and ONE Gas, Inc. are also focusing on capital investments and reducing reliance on equity funding, with Sempra selling non-core assets to support core U.S. growth and ONE Gas planning a $4 billion investment through 2029.
Roku Set to Surge by 24%? Check Out 10 Leading Analyst Predictions for Thursday
Analyst Upgrades: Needham raised the price target for Microchip Technology from $73 to $75, maintaining a Buy rating, while BTIG increased Masimo Corporation's target from $198 to $200, also keeping a Buy rating.
Analyst Downgrades: Piper Sandler cut nCino's price target from $34 to $30 with a Neutral rating, and HSBC slashed Li Auto's target from $30.3 to $18.6, downgrading it from Buy to Hold.
Other Price Target Changes: Telsey Advisory Group raised Macy's target from $22 to $25, and Guggenheim increased Dollar Tree's target from $125 to $130, both maintaining Buy ratings.
Mixed Ratings: Citizens reduced Salesforce's price target from $430 to $405 while maintaining a Market Outperform rating, and Guggenheim raised Roku's target from $110 to $115, keeping a Buy rating.
ONE Gas (OGS) Declares $0.68 Quarterly Dividend, 1.5% Increase
- Dividend Increase: ONE Gas declares a quarterly dividend of $0.68 per share, marking a 1.5% increase from the previous $0.67, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
- Yield Performance: The forward yield of 3.46% not only attracts income-seeking investors but also reflects the company's relative appeal in the current market environment, enhancing its investment attractiveness.
- Financial Outlook Adjustment: ONE Gas narrows its 2025 EPS guidance to $4.34 to $4.40, indicating progress in system capacity and capital execution despite facing market challenges, which may influence investor confidence.
- Market Engagement: ONE Gas participates in virtual conferences hosted by Jefferies and Mizuho, showcasing its proactive approach to engaging with investors and highlighting its growth potential in the energy sector.
ONE Gas (OGS) Raises Q1 2026 Dividend to $0.68 per Share
- Dividend Increase: ONE Gas has raised its Q1 2026 dividend by 1 cent to $0.68 per share, resulting in an annualized dividend of $2.72, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
- Payment Schedule: The dividend will be payable on March 6, 2026, to shareholders of record as of February 20, 2026, ensuring timely returns for investors and enhancing confidence in the stock.
- Future Dividend Expectations: The company anticipates an average annual dividend increase of 1% to 2% through 2030, reflecting confidence in future profitability and cash flow, which may attract more long-term investors.
- Market Position: As one of the largest natural gas utilities in the U.S., serving over 2.3 million customers, ONE Gas's stable customer base and regulatory environment provide strong support for its ongoing dividend growth.
ONE GAS INC RAISES QUARTERLY DIVIDEND TO 68 CENTS PER SHARE
- Dividend Increase: OneGas has announced an increase in its quarterly dividend to 68 cents per share.
- Financial Performance: This decision reflects the company's ongoing commitment to returning value to its shareholders.
Navigating the Complexities of AI Power Trade: Stocks to Watch in 2026.
Electricity Demand: Tech companies are increasingly competing for electricity to power their AI data centers, driving up demand.
Premium Pricing: The heightened competition has led these companies to pay a premium for electricity, highlighting its value in the tech industry.
MDU Plans to Raise $200M Through Share Issuance for Acquisition and Additional Uses
MDU Resource Group Offering: MDU Resource Group, Inc. has announced a public offering of $200 million in equity shares, with the potential for an additional $30 million, to fund general business purposes including debt repayment and capital expenditures, while avoiding increasing its debt burden.
Impact on Earnings: The increase in shares outstanding will dilute earnings per share, adding to the existing 205.3 million shares, despite MDU's anticipated long-term EPS growth rate of 6-8% and a customer growth rate of 1-2% annually.
Industry Comparisons: MDU currently holds a Zacks Rank #5 (Strong Sell), while Atmos Energy Corporation, a competitor, has a better Zacks Rank #2 (Buy) and a long-term earnings growth rate of 7.98%.
Investment Strategies: Other companies like Sempra Energy and ONE Gas, Inc. are also focusing on capital investments and reducing reliance on equity funding, with Sempra selling non-core assets to support core U.S. growth and ONE Gas planning a $4 billion investment through 2029.
Roku Set to Surge by 24%? Check Out 10 Leading Analyst Predictions for Thursday
Analyst Upgrades: Needham raised the price target for Microchip Technology from $73 to $75, maintaining a Buy rating, while BTIG increased Masimo Corporation's target from $198 to $200, also keeping a Buy rating.
Analyst Downgrades: Piper Sandler cut nCino's price target from $34 to $30 with a Neutral rating, and HSBC slashed Li Auto's target from $30.3 to $18.6, downgrading it from Buy to Hold.
Other Price Target Changes: Telsey Advisory Group raised Macy's target from $22 to $25, and Guggenheim increased Dollar Tree's target from $125 to $130, both maintaining Buy ratings.
Mixed Ratings: Citizens reduced Salesforce's price target from $430 to $405 while maintaining a Market Outperform rating, and Guggenheim raised Roku's target from $110 to $115, keeping a Buy rating.
