Midstream Scales Up Natural Gas Infrastructure
As noted last week, midstream MLPs and corporations broadly raised full-year financial guidance following a strong second quarter. Looking ahead, the sector's growth runway is accelerating.
KNTK - Kinetik Holdings Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$55.33
DETAILS
HIGH:
$70.00
LOW:
$51.00
MEDIAN:
$54.00
CONSENSUS:
$55.33
UPSIDE:
0.55%
Stock News
Strong Midstream 2Q26 Earnings Boost Full-Year Outlook
Midstream MLPs and corporations generally posted strong second-quarter earnings, benefiting from record volume throughput, strong margins, and robust demand for natural gas and natural gas liquids (NGL) exports. Companies also demonstrated the defensive nature of their fee-based cash flows.
Insider Selling: Kinetik (NYSE:KNTK) Major Shareholder Sells $11,889,831.48 in Stock
Kinetik Holdings Inc. (NYSE: KNTK - Get Free Report) major shareholder Isq Global Fund Ii Gp Llc sold 235,349 shares of the business's stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $50.52, for a total transaction of $11,889,831.48. Following the completion of the sale, the insider directly
Insider Selling: Kinetik (NYSE:KNTK) Major Shareholder Sells $1,333,872.00 in Stock
Kinetik Holdings Inc. (NYSE: KNTK - Get Free Report) major shareholder Isq Global Fund Ii Gp Llc sold 26,550 shares of the firm's stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $50.24, for a total transaction of $1,333,872.00. Following the transaction, the insider directly owned
Kinetik Q2 Earnings Call Highlights
Kinetik NYSE: KNTK reported what President and Chief Executive Officer Jamie Welch described as the strongest financial results in the company's history for the second quarter of 2026, citing operating execution, system performance and a supportive commodity-price environment. The company raised its full-year Adjusted EBITDA guidance by $70 million at the midpoint and increased its capital spending outlook as it prepares for continued customer activity across the Permian Basin.
Empowered Funds LLC Takes $1.43 Million Position in Kinetik Holdings Inc. $KNTK
Empowered Funds LLC acquired a new stake in Kinetik Holdings Inc. (NYSE: KNTK) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 29,577 shares of the company's stock, valued at approximately $1,432,000. Several other hedge funds
Kinetik Holdings: Monetizing The Permian's Constraints From Wellhead To Gulf Coast
Kinetik Holdings is positioned as a constraint monetization platform in the Delaware Basin, leveraging integrated control across the midstream value chain. Record Q2 results featured 36% revenue growth, 35% Adjusted EBITDA growth, and strong dividend coverage, driven by NGL recoveries and downstream optimization. KNTK's growth outlook is underpinned by expansion projects like Kings Landing II, ECCC Pipeline, and increased Gulf Coast access, supporting multi-year EBITDA growth.
Kinetik Holdings Inc. (KNTK) Q2 2026 Earnings Call Transcript
Kinetik Holdings Inc. (KNTK) Q2 2026 Earnings Call Transcript
Kinetik Holdings: Better Q2 Earnings, Still Not Cheap
Kinetik remains a quality midstream story, supported by strong assets, dividends, and the Kings Landing II FID catalyst. Q2 saw adjusted EBITDA rise to $280.8M and dividend coverage improve to 1.47x, but processed gas volumes stayed flat YoY. Kings Landing II FID increases long-term growth optionality, yet introduces capex and execution risks, with cash flow impact expected in 2028.
Kinetik Holdings Inc. (KNTK) Beats Q2 Earnings and Revenue Estimates
Kinetik Holdings Inc. (KNTK) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.33 per share a year ago.
Kinetik Reports Record Second Quarter 2026 Results and Raises Full Year 2026 Guidance
HOUSTON & MIDLAND, Texas--(BUSINESS WIRE)--Kinetik Holdings Inc. (NYSE: KNTK) (“Kinetik” or the “Company”) today reported record results for the quarter ended June 30, 2026 and increased its full year 2026 Adjusted EBITDA1 guidance. Kinetik reported net income including noncontrolling interest of $123.1 million and $118.0 million for the three and six months ended June 30, 2026, respectively. Kinetik generated Adjusted EBITDA1 of $280.8 million and $532.0 million, Distributable Cash Flow1 of $1.
Kinetik Publishes 2025 Sustainability Report
HOUSTON & MIDLAND, Texas--(BUSINESS WIRE)--Kinetik Holdings Inc. (NYSE: KNTK) (“Kinetik” or the “Company”) today published its 2025 Sustainability Report (the “Report”), highlighting its sustainability initiatives, goals, and progress throughout 2025. The Report provides a transparent and comprehensive overview of Kinetik's progress towards a more reliable, efficient, and sustainable energy future. An electronic version of the Report can be accessed on the Sustainability section of Kinetik's we.
Earnings Preview: Kinetik Holdings Inc. (KNTK) Q2 Earnings Expected to Decline
KINETIK HLDGS (KNTK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Kinetik Announces Quarterly Dividend and Financial Results Timing
HOUSTON & MIDLAND, Texas--(BUSINESS WIRE)--Kinetik Holdings Inc. (NYSE: KNTK) (“Kinetik” or the “Company”) has declared a cash dividend of $0.81 per share, or $3.24 per share on an annualized basis. The announced quarterly dividend will be paid on Friday, July 31, 2026 to shareholders of record as of market close on Friday, July 24, 2026.Kinetik will host its second quarter 2026 results conference call on Thursday, August 6, 2026 at 8:00 am Central Time (9:00 am Eastern Time). The Company will i.
Kinetik Appoints New Board Member
HOUSTON & MIDLAND, Texas--(BUSINESS WIRE)--Kinetik Holdings Inc. (NYSE: KNTK) (“Kinetik” or the “Company”) today announced the appointment of Craig Harris to the Kinetik Board of Directors, effective June 23, 2026. Craig Harris has more than 30 years of experience in the energy industry, with a background spanning engineering, operations, business development, and corporate strategy. From October 2022 to March 2026, Mr. Harris was a Senior Managing Director within Blackstone's credit business.
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Kinetik: Better Infrastructure Story, But Still Not A Bargain
Kinetik remains a quality midstream player, with my buy rating supported by Kings Landing and New Mexico expansion potential. KNTK's dividend yield has increased to 6.3%, with a $0.81 quarterly payout and a robust buyback program, enhancing capital returns. Valuation is not cheap, with EV/EBITDA at 21.6x (forward 11.8x), making future upside dependent on EBITDA growth from Kings Landing and New Mexico.
Price Targets
Kinetik Holdings price target raised to $70 from $64 at Morgan Stanley
$70.00
(was $54.60)
Morgan Stanley
Clear Street Downgrades Kinetik Holdings, Inc. (KNTK) to Hold Citing Valuation
$57.00
(was $53.44)
China Renaissance Securities (US) Inc.
Kinetik Holdings price target raised to $57 from $56 at RBC Capital
$57.00
(was $52.21)
RBC Capital
Kinetik Holdings price target raised to $54 from $52 at Wells Fargo
$54.00
(was $49.18)
Praneeth Satish
·
Wells Fargo
Kinetik Holdings price target raised to $55 from $54 at Raymond James
$55.00
(was $50.10)
Raymond James
Kinetik Holdings price target raised to $51 from $50 at Barclays
$51.00
(was $48.35)
Theresa Chen
·
Barclays
Kinetik Holdings resumed with an Overweight at Morgan Stanley
$64.00
(was $49.39)
Robert Kad
·
Morgan Stanley
Kinetik Holdings price target raised to $56 from $53 at RBC Capital
$56.00
(was $51.11)
Elvira Scotto
·
RBC Capital
Kinetik Holdings price target raised to $53 from $50 at RBC Capital
$53.00
(was $45.60)
RBC Capital
Kinetik Holdings price target raised to $50 from $46 at Barclays
$50.00
(was $49.75)
Barclays
Kinetik Holdings price target raised to $52 from $51 at Scotiabank
$52.00
(was $48.04)
Brandon Bingham
·
Scotiabank
Kinetik Holdings price target raised to $51 from $50 at Jefferies
$51.00
(was $48.50)
Julien Dumoulin-Smith
·
Jefferies
Kinetik Holdings price target raised to $51 from $48 at Mizuho
$51.00
(was $47.70)
Gabriel Moreen
·
Mizuho Securities
Kinetik Holdings price target raised to $50 from $49 at RBC Capital
$50.00
(was $46.79)
RBC Capital
Kinetik Holdings price target raised to $50 from $49 at Jefferies
$50.00
(was $47.18)
Jefferies
Kinetik Holdings price target raised to $46 from $44 at Barclays
$46.00
(was $46.98)
Barclays
Kinetik Holdings price target raised to $43 from $41 at Jefferies
$43.00
(was $39.13)
Jefferies
Kinetik Holdings price target raised to $48 from $45 at Scotiabank
$48.00
(was $38.73)
Scotiabank
Kinetik Holdings upgraded to Outperform from Market Perform at Raymond James
$46.00
(was $36.46)
Raymond James
Kinetik Holdings initiated with a Buy at Jefferies
$41.00
(was $35.26)
Jefferies