Antero Midstream Management
Management Kriterienprüfungen 4/4
Antero Midstream CEO ist Mike Kennedy , ernannt in Aug 2025, hat eine Amtszeit von weniger als einem Jahr. Die jährliche Gesamtvergütung beträgt $5.38M , bestehend aus 4.5% Gehalt und 95.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.22% der Aktien des Unternehmens, im Wert von $23.15M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.3 Jahre bzw. 6.3 Jahre.
Wichtige Informationen
Mike Kennedy
Geschäftsführender
US$5.4m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 4.50% |
| Amtszeit als Geschäftsführer | less than a year |
| Eigentum des Geschäftsführers | 0.2% |
| Durchschnittliche Amtszeit des Managements | 5.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 6.3yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Jul 11
AM: Modest Multiple Repricing And Volume Trends Will Support Balanced Returns
Analysts have nudged their price target for Antero Midstream higher from $23.29 to $24.00, citing updated assumptions around revenue growth, profit margins and future P/E that slightly adjust the company’s fair value outlook. What’s in the News for Antero Midstream Antero Midstream was dropped from the Russell 1000 Dynamic Index, according to index constituent changes.Seeking Alpha • Jun 18
Antero Midstream: The Yield Gap Is Too Wide To Ignore (Rating Downgrade)
Summary Since my previous bullish piece was publish back in October 2025, Antero Midstream Corporation has produced 26% in total returns, outperforming the midstream market. There were several AM catalyst that existed before, allowing me to sacrifice the level of current income streams that I could get from other peers. However, I think that on a go-forward basis, this is no longer the case. In this article, I share more details as to why I've downgraded AM from Buy to a healthy Hold. Read the full article on Seeking AlphaNarrative-Update • Jun 16
AM: Acquisition Integration And Stable Margins Will Support Future Balanced Returns
Analysts have kept their $23.29 price target for Antero Midstream unchanged, citing consistent assumptions around the discount rate, revenue growth, profit margins, and future P/E as the basis for maintaining their view. What’s in the News for Antero Midstream Antero Midstream reported Q1 2026 adjusted EBITDA of $288 million and revenue of about $314 million, with results coming from growth in gathering volumes and compression and processing volumes.Narrative-Update • Jun 01
AM: Steady Volumes And Margins Will Support Balanced Future Returns
Analysts have kept their $23.29 price target for Antero Midstream unchanged, citing only small tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that they see as offsetting each other for now. What's in the News Antero Midstream reported operating results for the quarter ended March 31, 2026, covering key midstream services for its customers.Narrative-Update • May 03
AM: Buybacks And Higher Margins Will Support Balanced Future Returns
Analysts have raised their price target for Antero Midstream from $22.43 to $23.29, pointing to updated assumptions that combine a slightly lower revenue growth outlook with higher projected profit margins and a modestly reduced future P/E multiple. What's in the News Antero Midstream reported operating results for the quarter ended March 31, 2026, with Gathering volumes of 3,805 MMcf/d, Centralized Compression of 3,370 MMcf/d, High Pressure Gathering of 3,133 MMcf/d, and Fresh Water Delivery of 83 MBbl/d (Key Developments).Narrative-Update • Apr 18
AM: Share Buybacks And Stable Margins Will Support Future Returns
Analysts have modestly raised their price target for Antero Midstream to $22.43 from $22.29, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E that remain broadly consistent with prior estimates. What's in the News Antero Midstream completed a share repurchase tranche between October 1, 2025 and December 31, 2025, buying back 2,704,382 shares, or 0.57%, for $48.32 million under its existing program (Key Developments).Narrative-Update • Apr 03
AM: Share Buybacks And Stable Margins Will Support Future Fair Value
Analysts now see Antero Midstream's fair value at about $22.29 per share, up from roughly $21.57. This reflects updated views on its discount rate, revenue growth, profit margin and future P/E assumptions.Narrative-Update • Mar 20
AM: Buybacks And Stable Margins Will Support Fairly Valued Outlook
Analysts have lifted their price target on Antero Midstream to $21.57 from $20.86, citing updated assumptions that combine a modestly different discount rate, an adjusted revenue growth outlook of 5.84% and a projected profit margin of about 42.70%, along with an expected future P/E of roughly 18.85x. What's in the News Antero Midstream completed a share repurchase of 2,704,382 shares, representing 0.57% of shares, for US$48.32 million between October 1, 2025 and December 31, 2025 under its existing buyback program (Key Developments).Narrative-Update • Mar 06
AM: Buybacks And Higher Future P/E Will Support Fairly Valued Outlook
Analysts have lifted their price target on Antero Midstream to $20.86 from $19.57, citing updated assumptions that include higher modeled revenue growth, a lower profit margin, and a higher future P/E multiple. What's in the News Antero Midstream completed a share repurchase of 2,704,382 shares from October 1, 2025 to December 31, 2025, equal to 0.57% of the company, for $48.32 million under its existing buyback program (Key Developments).Narrative-Update • Feb 20
AM: Higher Margins And Buybacks Will Support Fairly Valued Outlook
Analysts have nudged their price target for Antero Midstream higher from $19.00 to about $19.57, reflecting updated views on slightly softer revenue growth assumptions, higher profit margin, and a lower future P/E outlook. What's in the News From October 1, 2025 to December 31, 2025, Antero Midstream repurchased 2,704,382 shares, about 0.57% of shares, for US$48.32 million under its existing buyback program (Key Developments).Narrative-Update • Feb 05
AM: Higher Revenue Outlook And Richer P/E Will Underpin Fair Returns
Analysts have lifted their price target for Antero Midstream to US$19.00, supported by revised assumptions that combine a higher revenue growth outlook and a richer future P/E multiple with a lower projected profit margin. Valuation Changes Fair Value: Updated slightly from US$18.79 to US$19.00, keeping the price target broadly in line with earlier estimates.Narrative-Update • Jan 22
AM: Stable Margins And Share Repurchases Will Continue To Support Fair Returns
Analysts have kept their price target for Antero Midstream broadly steady at about US$18.79. This reflects only very small tweaks to discount rate, revenue growth, profit margin, and expected future P/E assumptions rather than any major shift in their view of the company.Analyseartikel • Jan 18
Antero Midstream (NYSE:AM) Is Paying Out A Dividend Of $0.225
Antero Midstream Corporation ( NYSE:AM ) has announced that it will pay a dividend of $0.225 per share on the 11th of...Narrative-Update • Jan 07
AM: Stable Margins And Share Repurchases Will Support Fairly Valued Future Returns
Analysts have nudged their price target for Antero Midstream slightly higher to reflect a fair value of about $18.79, supported by broadly consistent assumptions on discount rate, revenue growth, profit margin, and a modestly adjusted future P/E multiple. Valuation Changes Fair Value: Adjusted slightly from $18.64 to about $18.79 per share.Narrative-Update • Dec 20
AM: Share Repurchases And Stable Margins Will Support Measured Future Returns
Analysts modestly raised their price target on Antero Midstream to align more closely with an updated fair value of 18.64 dollars, citing stronger long term revenue growth expectations that more than offset a slight compression in projected profit margins. What's in the News Completed share repurchase of 6,933,054 shares, or approximately 1.44% of outstanding shares, under the buyback program announced on February 14, 2024 (company filing) Between July 1, 2025 and September 30, 2025, repurchased 2,315,719 shares, or about 0.48% of outstanding shares, for a total consideration of 41.33 million dollars (company filing) Total capital returned via the completed buyback reached 115 million dollars, reflecting the company’s stated focus on shareholder returns (company filing) Valuation Changes Fair Value: Unchanged at approximately 18.64 dollars per share, indicating no revision to the long term intrinsic value estimate.Narrative-Update • Dec 05
AM: Share Repurchases And Stable Profitability Will Support Balanced Outlook
Analysts have nudged their price target on Antero Midstream modestly higher to reflect slightly stronger long term profitability expectations, even as they trim near term revenue growth assumptions and maintain a largely unchanged valuation multiple and discount rate. What's in the News Completed a share repurchase of 6,933,054 shares, or about 1.44 percent of outstanding shares, under the buyback program announced on February 14, 2024 (company filing) The latest tranche from July 1, 2025 to September 30, 2025 retired 2,315,719 shares, roughly 0.48 percent of the share base, for $41.33 million (company filing) Total capital deployed under the current buyback now stands at $115 million, indicating continued management confidence in the company’s long term value (company filing) Valuation Changes Fair Value Estimate, unchanged at $18.64 per share, indicating no material shift in the model’s intrinsic value assessment.Narrative-Update • Nov 21
AM: Share Buybacks And Modest Margin Improvement Will Support Balanced Outlook
Analysts have raised their price target for Antero Midstream from $18.36 to $18.64, citing minor adjustments to discount rates, profit margins, and expected revenue growth. What's in the News From July 1, 2025 to September 30, 2025, Antero Midstream repurchased 2,315,719 shares, representing 0.48 percent of shares, for $41.33 million (Key Developments).Narrative-Update • Nov 06
AM: Buyback Activity And Leadership Transitions Will Shape Outlook Amid Stable Valuation
Analysts have maintained the price target for Antero Midstream at $18.36 per share. They cite a slight decrease in projected revenue growth, but note improved profit margins and a lower estimated future price-to-earnings ratio as supporting factors for their outlook.Narrative-Update • Oct 23
Analysts Raise Antero Midstream Price Target Amid Buyback and Executive Leadership Changes
Analysts have raised their price target for Antero Midstream, increasing it from $18.07 to $18.36 per share. They cite expectations of improved profit margins and a lower discount rate, despite slightly moderated revenue growth projections.Analyseartikel • Oct 12
Antero Midstream (NYSE:AM) Will Pay A Dividend Of $0.225
Antero Midstream Corporation's ( NYSE:AM ) investors are due to receive a payment of $0.225 per share on 5th of...Analyseartikel • Sep 07
Antero Midstream Corporation's (NYSE:AM) Price In Tune With Earnings
There wouldn't be many who think Antero Midstream Corporation's ( NYSE:AM ) price-to-earnings (or "P/E") ratio of 19.2x...Narrative-Update • Sep 04
Gulf Coast LNG Expansion And Appalachia Will Secure Future Success
With the consensus price target, future P/E, and discount rate for Antero Midstream all effectively unchanged, analysts’ fair value estimate remains steady at $18.07. What's in the News Michael N.Seeking Alpha • Mar 17
Antero Midstream: Have Your Cake And Eat It Too
Summary Antero Midstream Corporation offers a compelling 5.3% dividend yield, robust free cash flow, and a high 19% ROIC, making it attractive for income-focused investors. Strategic investments, including a recent bolt-on acquisition and infrastructure expansions, position AM for sustained growth and diversification. Management's focus on deleveraging, share repurchases, and disciplined capital allocation further enhances shareholder value. AM's strong balance sheet and projected EPS growth of 10%-14% over the next two years justify its current valuation and market-beating potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Antero Midstream: Free Cash Flow Ahead Of Guidance
Summary Antero Midstream exceeded management's free cash flow guidance and projects further growth despite an increasing capital budget. Conservative leverage and strategic share repurchases demonstrate prudent financial management. Potential free cash flow growth may be impacted by opportunistic acquisitions or significant events. This idea should have a total return in the teens. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Antero Midstream: Buybacks Likely To Be Limited
Summary Antero Midstream's focus on supporting Antero Resources limits its growth and acquisition opportunities, making it less appealing for long-term investors. Despite a 6% dividend yield, the company's reluctance to increase dividends or aggressively buy back shares dampens investor enthusiasm. Management's likely prioritization of capital expenditures over buybacks, such as investing in new gas processing plants, reduces potential shareholder returns. Given the lack of catalysts and relatively high stock price, Antero Midstream is unlikely to outperform other midstream opportunities. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Antero Midstream May Start Share Repurchases Soon
Summary Antero Midstream may generate close to $90 million in free cash flow after dividends in Q4 2024. It should reach its leverage target for starting share repurchases. Share repurchases, lower interest costs and CPI-based adjustments to fees should all incrementally boost its free cash flow per share. Free cash flow after dividends is projected to increase from $245 million in 2024 to $310 million in 2026. Read the full article on Seeking AlphaSeeking Alpha • Nov 03
My 6.3% Yielding Crown Jewel: Why Antero Midstream Remains A Strong Buy
Summary Antero Midstream, my highest-yielding dividend stock, plays a crucial role in my portfolio. It accounts for over 14% of my dividend income and remains a top conviction pick. Despite past challenges and a dividend cut in 2021, Antero Midstream has rebounded strongly. The company reduced debt and leveraged its relationship with Antero Resources. With its 6.3% yield and improved fundamentals, Antero Midstream is poised for continued growth. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$410m |
| Dec 31 2025 | US$5m | US$242k | US$413m |
| Sep 30 2025 | n/a | n/a | US$472m |
| Jun 30 2025 | n/a | n/a | US$456m |
| Mar 31 2025 | n/a | n/a | US$417m |
| Dec 31 2024 | US$5m | US$200k | US$400m |
| Sep 30 2024 | n/a | n/a | US$390m |
| Jun 30 2024 | n/a | n/a | US$388m |
| Mar 31 2024 | n/a | n/a | US$389m |
| Dec 31 2023 | US$5m | US$185k | US$371m |
| Sep 30 2023 | n/a | n/a | US$354m |
| Jun 30 2023 | n/a | n/a | US$340m |
| Mar 31 2023 | n/a | n/a | US$332m |
| Dec 31 2022 | US$4m | US$182k | US$326m |
| Sep 30 2022 | n/a | n/a | US$322m |
| Jun 30 2022 | n/a | n/a | US$327m |
| Mar 31 2022 | n/a | n/a | US$328m |
| Dec 31 2021 | US$2m | US$148k | US$331m |
| Sep 30 2021 | n/a | n/a | US$329m |
| Jun 30 2021 | n/a | n/a | US$345m |
| Mar 31 2021 | n/a | n/a | US$353m |
| Dec 31 2020 | US$2m | US$109k | -US$123m |
| Sep 30 2020 | n/a | n/a | -US$344m |
| Jun 30 2020 | n/a | n/a | -US$739m |
| Mar 31 2020 | n/a | n/a | -US$758m |
| Dec 31 2019 | US$2m | US$110k | -US$356m |
Vergütung im Vergleich zum Markt: MikeDie Gesamtvergütung ($USD5.38M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.60M).
Entschädigung vs. Einkommen: MikeDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Mike Kennedy (51 yo)
less than a year
Amtszeit
US$5,382,718
Vergütung
Mr. Michael N. Kennedy, also known as Mike, has been the President and CEO at Antero Midstream Corporation since August 14, 2025 and was its Senior Vice President of Finance since April 30, 2021 and serves...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | less than a year | US$5.38m | 0.22% $ 23.1m | |
| CFO, VP of Finance & Investor Relations | no data | US$738.42k | 0.030% $ 3.3m | |
| Senior VP of Legal | 9.5yrs | US$3.16m | 0.074% $ 8.0m | |
| Senior VP of Finance & Treasurer | 6.6yrs | US$3.16m | 0.096% $ 10.3m | |
| Senior VP of Accounting & Chief Accounting Officer | 6.2yrs | keine Daten | 0.0038% $ 408.4k | |
| Chief Information Officer | less than a year | keine Daten | keine Daten | |
| Senior Vice President of Reserves | 7.1yrs | US$3.07m | keine Daten | |
| Senior Vice President of Liquids Marketing & Transportation | 4.3yrs | keine Daten | keine Daten | |
| Senior Vice President of Midstream Operations | less than a year | keine Daten | keine Daten | |
| Director of Finance & Investor Relations | no data | keine Daten | keine Daten |
5.3yrs
Durchschnittliche Betriebszugehörigkeit
45.5yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von AM ist erfahren und erfahren (durchschnittliche Amtszeit von 5.3 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 5.3yrs | US$5.38m | 0.22% $ 23.1m | |
| Senior VP of Legal | less than a year | US$3.16m | 0.074% $ 8.0m | |
| Independent Director | 7.3yrs | US$264.97k | 0.033% $ 3.5m | |
| Independent Director | 7.3yrs | US$264.97k | 0.014% $ 1.5m | |
| Independent Chairman & Independent Lead Director | 7.3yrs | US$350.28k | 0.025% $ 2.7m | |
| Chairman Emeritus | less than a year | US$11.05m | 0.55% $ 58.5m | |
| Independent Director | 7.3yrs | US$272.47k | 0.022% $ 2.4m | |
| Independent Director | 1.8yrs | US$278.51k | 0.0028% $ 301.5k | |
| Independent Director | 7.3yrs | US$287.47k | 0.015% $ 1.6m | |
| Independent Director | 3.6yrs | US$285.59k | 0.0072% $ 769.8k | |
| Independent Director | 6.3yrs | US$272.47k | 0.017% $ 1.9m |
6.3yrs
Durchschnittliche Betriebszugehörigkeit
65yo
Durchschnittliches Alter
Erfahrener Vorstand: AMDie Vorstandsmitglieder gelten als erfahren (6.3 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/22 20:27 |
| Aktienkurs zum Tagesende | 2026/07/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
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Metriken für Industrie und Sektor
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Analysten-Quellen
Antero Midstream Corporation wird von 19 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Ethan Bellamy | Baird |
| Marc Solecitto | Barclays |
| Akil Marsh | Brean Capital Historical (Janney Montgomery) |