Hess Midstream LP

Report azionario NYSE:HESM

Capitalizzazione di mercato: US$7.9b

Hess Midstream Dividendi e riacquisti

Criteri Dividendo verificati 3/6

Hess Midstream è una società che paga dividendi con un rendimento attuale di 8.07%. La prossima data di pagamento è il 14th May, 2026 con una data di stacco della cedola di 7th May, 2026.

Informazioni chiave

8.1%

Rendimento del dividendo

5.0%

Rendimento del riacquisto

Rendimento totale per gli azionisti13.1%
Rendimento futuro dei dividendi9.1%
Crescita dei dividendi16.0%
Prossima data di pagamento dei dividendi14 May 26
Data di stacco del dividendo07 May 26
Dividendo per azionen/a
Rapporto di remunerazione105%

Aggiornamenti recenti su dividendi e riacquisti

Articolo di analisi 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

Articolo di analisi 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
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi 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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Nuova analisi 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

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Sebbene i pagamenti dei dividendi siano rimasti stabili, HESM paga dividendi da meno di 10 anni.

Dividendo in crescita: I pagamenti dei dividendi di HESM sono aumentati, ma la società ha pagato dividendi solo per 9 anni.


Rendimento dei dividendi rispetto al mercato

Hess Midstream Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di HESM rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (HESM)8.1%
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Oil and Gas)3.3%
Analista previsionale (HESM) (fino a 3 anni)9.1%

Dividendo notevole: Il dividendo di HESM ( 8.07% ) è più alto rispetto al 25% inferiore dei pagatori di dividendi nel mercato US ( 1.39% ).

Dividendo elevato: Il dividendo di HESM ( 8.07% ) è tra il 25% dei principali pagatori di dividendi nel mercato US ( 4.21% )


Distribuzione degli utili agli azionisti

Copertura degli utili: Con il suo elevato payout ratio ( 105.1% ), i pagamenti dei dividendi di HESM non sono ben coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Al suo attuale cash payout ratio ( 88.9% ), i pagamenti dei dividendi di HESM sono coperti dai flussi di cassa.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 15:54
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Hess Midstream LP è coperta da 14 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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