Hess Midstream LP

Informe acción NYSE:HESM

Capitalización de mercado: US$7.9b

Hess Midstream Dividendos y recompras

Dividendo controles de criterios 3/6

Hess Midstream es una empresa que paga dividendos con una rentabilidad actual de 8.07%. La fecha del próximo pago es en 14th May, 2026 con una fecha ex dividendo de 7th May, 2026.

Información clave

8.1%

Rentabilidad por dividendo

5.0%

Rendimiento de la recompra

Rendimiento total para el accionista13.1%
Rendimiento futuro de los dividendos9.1%
Crecimiento de los dividendos16.0%
Próxima fecha de pago de dividendos14 May 26
Fecha ex dividendo07 May 26
Dividendo por acciónn/a
Ratio de pago105%

Últimas actualizaciones de dividendos y recompras

Artículo de análisis Jan 30

Hess Midstream's (NYSE:HESM) Shareholders Will Receive A Bigger Dividend Than Last Year

Hess Midstream LP's ( NYSE:HESM ) dividend will be increasing from last year's payment of the same period to $0.7641 on...

Recent updates

Artículo de análisis May 07

Analysts Have Made A Financial Statement On Hess Midstream LP's (NYSE:HESM) First-Quarter Report

Last week saw the newest quarterly earnings release from Hess Midstream LP ( NYSE:HESM ), an important milestone in the...
Seeking Alpha May 05

Hess Midstream Is Already Fully Priced, Further Upside May Not Be Fueled

Summary Hess Midstream LP is downgraded from Buy to Hold as valuation approaches target price and upside appears limited. HESM's stable fee-based model and resilient natural gas Bakken volumes support high margins, but Bakken oil production growth has plateaued. Natural gas expansion in Bakken and a 7% dividend yield provide stable cash flow, justifying portfolio retention for existing holders. Technical indicators for HESM show cautious investor sentiment and limited buying momentum, with the stock trading near fair value at a 13.67x P/E. Read the full article on Seeking Alpha
Actualización del análisis Apr 25

HESM: Buybacks And Distributions Will Balance Mixed Views On Future Execution

Hess Midstream's analyst price target has shifted from $38.67 to $37.50 as analysts factor in updated assumptions for revenue growth, profit margins, and a slightly higher future P/E, following mixed recent research that included both a downgrade and a separate price target increase. Analyst Commentary Recent Street research on Hess Midstream points in two directions, with one firm lifting its price target and Goldman Sachs moving to a more cautious stance.
Actualización del análisis Apr 10

HESM: Buybacks And Distributions Will Support Steady Forward Risk Reward Balance

Analysts have nudged their price target on Hess Midstream higher, with the updated fair value estimate moving from about $38.00 to roughly $38.67. This revision is supported by modest adjustments to assumptions around discount rate, revenue growth, profit margin, and future P/E.
Actualización del análisis Mar 26

HESM: Buybacks And Rising Distributions Will Support Balanced Forward Returns

Analysts have adjusted their price target on Hess Midstream to $38.00 from $37.33, citing updated assumptions around profit margins and future P/E expectations. What's in the News The Board of Directors of Hess Midstream LP authorized a buyback plan on March 3, 2026, indicating approval for the company to repurchase its own units over time (Key Developments).
Actualización del análisis Mar 12

HESM: Buybacks And Growing Distributions Will Support Steady Forward Returns

Analysts have inched up their fair value estimate for Hess Midstream to about $37.33 per share from roughly $36.83 per share, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E. What's in the News The Board of Directors of Hess Midstream LP authorized a buyback plan on March 3, 2026, signaling approval for the partnership to repurchase its own units over time (Key Developments).
Actualización del análisis Feb 26

HESM: Updated 2026 Outlook And Distributions Will Support Steady Forward Returns

Analysts kept their fair value estimate for Hess Midstream steady at $36.83, citing only very small refinements to the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any broad change in their outlook. What's in the News Hess Midstream LP updated its 2026 earnings outlook, with expected full year net income in a range of US$650 million to US$700 million, alongside detailed operating targets for gas gathering, crude oil gathering, gas processing, crude terminal volumes, and water gathering volumes for the same period (company guidance).
Actualización del análisis Feb 08

HESM: Future Earnings And Distributions Will Reflect Updated 2026 Guidance And Stable Returns

Analysts have modestly adjusted their price targets for Hess Midstream, citing small updates to the discount rate, revenue growth assumptions, profit margin expectations and future P/E. Together these refinements affect their view of the partnership's valuation rather than marking a major shift.
Artículo de análisis Feb 05

Results: Hess Midstream LP Beat Earnings Expectations And Analysts Now Have New Forecasts

Last week saw the newest annual earnings release from Hess Midstream LP ( NYSE:HESM ), an important milestone in the...
Artículo de análisis Jan 30

Hess Midstream's (NYSE:HESM) Shareholders Will Receive A Bigger Dividend Than Last Year

Hess Midstream LP's ( NYSE:HESM ) dividend will be increasing from last year's payment of the same period to $0.7641 on...
Actualización del análisis Jan 25

HESM: Future Earnings And Distributions Will Reflect Stable Volumes And Capital Returns

Analysts have kept their price target on Hess Midstream broadly aligned with prior levels, reflecting updated assumptions around a discount rate of 7.14%, a revenue growth outlook of 1.06%, a profit margin of 30.68%, and a forward P/E of 14.01x, which they view as appropriately balancing risk and return expectations. What's in the News Issued full year 2026 earnings guidance, with expected net income between US$650 million and US$700 million, along with detailed volume expectations across gas gathering, crude oil gathering, gas processing, crude terminals and water gathering.
Actualización del análisis Jan 11

HESM: Future Volumes And Distributions Will Frame Steady Earnings And Capital Returns

Analysts have nudged their price target on Hess Midstream slightly lower to US$36.83 from about US$36.86, reflecting updated assumptions around revenue growth, profit margins and the future P/E multiple. What's in the News Issued unaudited earnings guidance for the fourth quarter of 2025, with expected net income of US$170 million to US$180 million, and full year 2025 net income of US$685 million to US$695 million (company guidance).
Actualización del análisis Dec 16

HESM: Bakken Rig Cuts Will Shape Future EBITDA And Capital Returns

Analysts have trimmed their average price target for Hess Midstream to about $37. This reflects reduced long term revenue growth expectations amid anticipated Chevron rig cuts in the Bakken and more modest, though still resilient, EBITDA and capital return trajectories.
Actualización del análisis Dec 01

HESM: Slower Bakken Activity And Dividends Will Define Future Returns

Analysts have reduced their average price target for Hess Midstream from $37 to approximately $36.86. This change reflects expectations of slower EBITDA growth and balanced risk in light of Chevron's anticipated reduction in Bakken activity and a revised capital return outlook.
Actualización del análisis Nov 17

HESM: Dividend Strength And Buybacks Will Offset Chevron Bakken Uncertainty

Analysts have lowered their price target for Hess Midstream to $37 from $41 per share. They cite slower growth expectations because of anticipated reductions in Chevron's Bakken rig activity and a more cautious outlook for future earnings.
Artículo de análisis Nov 06

Results: Hess Midstream LP Exceeded Expectations And The Consensus Has Updated Its Estimates

Hess Midstream LP ( NYSE:HESM ) came out with its third-quarter results last week, and we wanted to see how the...
Actualización del análisis Nov 03

HESM: Dividend Growth And Buybacks Will Offset Bakken Development Uncertainty

Hess Midstream's analyst price target has been revised downward from $40 to $37 as analysts adjust expectations for slower revenue growth and profit margins. This is largely due to a tempered outlook for Bakken activity and more conservative future earnings assumptions.
Actualización del análisis Oct 20

US Energy Demand Will Sustain Bakken Throughput Into New Horizons

Analysts have reduced their fair value estimate for Hess Midstream from $41.29 to $40.00, citing moderated growth forecasts and tempered capital return expectations in light of updated views on Bakken activity. Analyst Commentary Recent analyst assessments of Hess Midstream reflect a nuanced outlook, with both bullish and bearish perspectives factoring into the company's revised valuation and growth trajectory.
Actualización del análisis Oct 05

US Energy Demand Will Sustain Bakken Throughput Into New Horizons

Hess Midstream's analyst price target has been lowered by nearly $3, from approximately $44.17 to $41.29 per share, as analysts reset growth expectations in response to reduced rig activity in the Bakken and a less certain outlook following Chevron's acquisition of Hess Corp. Analyst Commentary Following the recent developments affecting Hess Midstream, analysts have delivered a mix of optimistic and cautious insights regarding the company’s future valuation, growth prospects, and capital allocation potential.
Actualización del análisis Sep 20

US Energy Demand Will Sustain Bakken Throughput Into New Horizons

Analysts have reduced their price target for Hess Midstream to $44.17, citing heightened uncertainty over future growth and capital returns due to Chevron’s rig reductions and less compelling standalone prospects post-acquisition. Analyst Commentary Chevron’s decision to reduce Bakken rigs is expected to significantly lower Hess Midstream's near-term EBITDA growth and capital return prospects.
Artículo de análisis Aug 01

Hess Midstream's (NYSE:HESM) Dividend Will Be Increased To $0.737

Hess Midstream LP's ( NYSE:HESM ) dividend will be increasing from last year's payment of the same period to $0.737 on...
Artículo de análisis Jun 30

Is There An Opportunity With Hess Midstream LP's (NYSE:HESM) 47% Undervaluation?

Key Insights The projected fair value for Hess Midstream is US$72.44 based on 2 Stage Free Cash Flow to Equity Hess...
Seeking Alpha Apr 16

Hess Midstream: Near Its Ceiling, But Solid Floor

Summary Hess Midstream LP offers a stable 7–8% dividend yield, supported by fixed fee-based contracts and a reliable main customer, Chevron. The company maintains a strong distribution coverage ratio and targets leverage around 3x EBITDA, reflecting a conservative financial posture. Despite reaching near fair value at $36.50, HESM remains attractive for its high dividend yield and consistent cash flow, but growth is limited. Key risks include heavy dependence on Chevron and limited expansion opportunities, justifying a HOLD rating for current investors. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

Hess Midstream Continues To Deliver Excellent Results In Q4

Summary Hess Midstream LP has shown strong performance, with shares up 21% over the past year and a near-7% dividend yield, reaching a 52-week-high. The company reported solid quarterly results, with revenue up 11% and EBITDA margins expanding to 81%, driven by increased production and throughput volumes. Guidance for 2025 and beyond is robust, with expected EBITDA growth, stable leverage, and potential for significant buybacks, supporting a bullish outlook. The potential Chevron acquisition of Hess could further boost HESM's value, with a likely deal premium for shareholders, enhancing the investment thesis. Read the full article on Seeking Alpha
Seeking Alpha Oct 31

Hess Midstream Operations Are Great And Overshadowed By The Acquisition

Summary Hess reported unfavorable United States results and has for some time. Hess Midstream services the largest part of the United States business. Clearly, the profitability situation needs to be fixed. The uncertainty of the profitability enhancement moves affects the future prospects of the stock. Chevron, in particular, could shut down the operations, sell that part of the business, or increase the profitability itself. One insider clearly "wants out." Until that insider is gone, the stock is likely going nowhere. Read the full article on Seeking Alpha
Seeking Alpha Sep 20

Hess Midstream: Insider Sales Continue

Summary Insider sales may cause a period of stock pricing weakness that could take months to resolve. The upsized offering of 11 million shares combined with recent sales history should indicate that a backer is exiting. The uncertainty surrounding Chevron's acquisition of Hess adds risk. Hess Midstream appears fully valued; dividend increases, and the accompanying appreciation, do not appear to compensate for the risk of an unfavorable outcome. Past Chevron actions may mitigate the risk of an unfavorable outcome in the eyes of some investors.  But the future holds no guarantees. Read the full article on Seeking Alpha
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Nuevo análisis Aug 27

Expanding Bakken Operations And Shareholder Returns Promise Bright Future

Expansion in gas gathering, processing, and infrastructure development highlights growth in critical operational areas, aiming to enhance revenue through Bakken region support.
Seeking Alpha Jul 14

Hess Midstream: One Of The Strongest Buys In The Midstream Space

Summary Hess Midstream LP (HESM) is a pure play midstream company, which trades at a steep discount to sector peers. By assessing the underlying fundamentals from the cash generation and capital structure perspective, we could easily make the case that HESM deserves a premium. In this article I explain why, in my opinion HESM presents one of the most attractive midstream investment plays. Read the full article on Seeking Alpha
Seeking Alpha Jun 08

Hess Midstream: Beyond 7.3% Yield, A Perfect Investment For Income And Growth

Summary Americans have more investment income than ever before, creating a divide between the "haves" and "have-nots." Hess Midstream LP is a strong income investment option, offering stability through long-term contracts and a 7.3% yield. HESM has strong fundamentals, including a healthy balance sheet and a commitment to 5% annual dividend growth. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: Aunque el pago de dividendos se ha mantenido estable, HESM lleva pagando dividendos menos de 10 años.

Dividendo creciente: El pago de dividendos de HESM ha aumentado, pero la empresa sólo ha pagado dividendos durante 9 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Hess Midstream vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de HESM con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (HESM)8.1%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Oil and Gas)3.4%
Analista de previsiones (HESM) (hasta 3 años)9.1%

Dividendo destacado: El dividendo de HESM(8.07%) es más alto que el 25% inferior de los pagadores de dividendos del mercado US (1.41%).

Alto dividendo: HESM(8.07%) se encuentra en el 25% superior de los pagadores de dividendos del mercado US (4.23%)


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su elevado ratio de pago (105.1%), los pagos de dividendos de HESM no están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su actual ratio de pago en efectivo (88.9%), los pagos de dividendos de HESM están cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 19:46
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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

Hess Midstream LP está cubierta por 14 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.

AnalistaInstitución
Douglas IrwinCitigroup Inc
John MackayGoldman Sachs
Jeremy TonetJ.P. Morgan