Antero Midstream Dirección
Dirección controles de criterios 4/4
El CEO de Antero Midstream es Mike Kennedy , nombrado en Aug 2025, tiene una permanencia de menos de un año. compensación anual total es $5.38M, compuesta por 4.5% salario y 95.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.22% de las acciones de la empresa, por valor de $22.70M. La antigüedad media del equipo directivo y de la junta directiva es de 5.1 años y 6.2 años, respectivamente.
Información clave
Mike Kennedy
Chief Executive Officer (CEO)
US$5.4m
Compensación total
| Porcentaje del salario del CEO | 4.50% |
| Permanencia del CEO | less than a year |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | 5.1yrs |
| Promedio de permanencia en la Junta Directiva | 6.2yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • 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).Seeking Alpha • Apr 30
Antero Midstream: I Like Everything But The Price (Rating Downgrade)
Summary Antero Midstream now guides for single-digit growth. AM’s stock price has risen substantially since 2020. That rise has pushed valuation metrics, including a P/E ratio nearing 20, to uncomfortable highs. Current pricing exposes investors to downside risk relative to historical valuation norms. This idea has very strong management. The result has been outsized past gains. I am considering selling AM due to its stretched valuation and limited return prospects. Read the full article on Seeking AlphaActualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • Jul 05
Antero Midstream (NYSE:AM) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jun 20
Do Antero Midstream's (NYSE:AM) Earnings Warrant Your Attention?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Artículo de análisis • Jun 02
Antero Midstream (NYSE:AM) Is Looking To Continue Growing Its Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...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 AlphaSeeking Alpha • Sep 13
Antero Midstream: The Price Is Still Too High To Go Long
Summary Antero Midstream Corporation's valuation remains high, making it challenging to deliver strong total returns compared to peers like Enterprise Products Partners, Energy Transfer, and MPLX LP. Despite solid fundamentals and a 5% year-over-year EBITDA growth, Antero's EV/EBITDA is 11% above its 5-year average, limiting its appeal. On top of this, the management has decided to focus on share buybacks when allocating the excess liquidity, which seems suboptimal given the rich multiple. In this article, I elaborate on Q2 2024 financials and explain in more detail why I have not turned bullish here. Read the full article on Seeking Alpha
Nueva narrativa • Aug 28
Strategic Acquisitions And Refinancing Bolster Future Revenue And Shareholder Returns
Strategic acquisitions and Antero Resources' low breakeven gas prices enhance Antero Midstream's revenue prospects through increased throughput and demand for midstream infrastructure.Seeking Alpha • Aug 02
Antero Midstream Q2: Financial Ratings Upgrade And Acquisition Lead To Cash Flow Acceleration
Summary The program of acquiring assets at a discount through small acquisitions continues with yet another acquisition announcement. Antero Midstream's recent acquisition will lower the capital budget, and increase free cash flow growth. S&P's investment grade upgrade for parent company Antero Resources also benefits Antero Midstream which also received a debt rating upgrade. Debt ratio reduction is mainly through EBITDA growth. Free cash flow is growing far faster than originally envisioned as a result of these acquisitions. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| 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$356m |
Compensación vs. Mercado: La compensación total de Mike($USD5.38M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.80M).
Compensación vs. Ingresos: La compensación de Mike ha sido consistente con los resultados de la empresa en el último año.
CEO
Mike Kennedy (50 yo)
less than a year
Permanencia
US$5,382,718
Compensación
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...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | less than a year | US$5.38m | 0.22% $ 22.7m | |
| CFO, VP of Finance & VP of Investor Relations | no data | US$738.42k | 0.026% $ 2.8m | |
| Senior VP of Legal | 9.3yrs | US$3.16m | 0.074% $ 7.8m | |
| Senior VP of Finance & Treasurer | 6.4yrs | US$3.16m | 0.081% $ 8.5m | |
| Senior VP of Accounting & Chief Accounting Officer | 6yrs | sin datos | sin datos | |
| Chief Information Officer | less than a year | sin datos | sin datos | |
| Senior Vice President of Reserves | 6.9yrs | US$3.07m | sin datos | |
| Senior Vice President of Liquids Marketing & Transportation | 4.2yrs | sin datos | sin datos | |
| Senior Vice President of Midstream Operations | less than a year | sin datos | sin datos | |
| Director of Finance & Investor Relations | no data | sin datos | sin datos |
5.1yrs
Permanencia media
44.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de AM es experimentado (5.1 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 5.1yrs | US$5.38m | 0.22% $ 22.7m | |
| Senior VP of Legal | less than a year | US$3.16m | 0.074% $ 7.8m | |
| Independent Director | 7.2yrs | US$264.97k | 0.033% $ 3.4m | |
| Independent Director | 7.2yrs | US$264.97k | 0.014% $ 1.5m | |
| Independent Chairman & Independent Lead Director | 7.1yrs | US$350.28k | 0.024% $ 2.5m | |
| Chairman Emeritus | less than a year | US$11.05m | 0.42% $ 44.4m | |
| Independent Director | 7.2yrs | US$272.47k | 0.022% $ 2.3m | |
| Independent Director | 1.6yrs | US$278.51k | 0.0024% $ 253.8k | |
| Independent Director | 7.2yrs | US$287.47k | 0.015% $ 1.6m | |
| Independent Director | 3.4yrs | US$285.59k | 0.0068% $ 713.2k | |
| Independent Director | 6.2yrs | US$272.47k | 0.017% $ 1.8m |
6.2yrs
Permanencia media
64yo
Promedio de edad
Junta con experiencia: La junta directiva de AM se considera experimentada (6.2 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 22:22 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Antero Midstream Corporation está cubierta por 20 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ethan Bellamy | Baird |
| Marc Solecitto | Barclays |
| Akil Marsh | Brean Capital Historical (Janney Montgomery) |