ONEOK, Inc.

NYSE:OKE 株式レポート

時価総額:US$60.0b

ONEOK マネジメント

マネジメント 基準チェック /44

ONEOKの CEO はPierce Nortonで、 Jun2021年に任命され、 の在任期間は 4.92年です。 の年間総報酬は$ 12.00Mで、 8.3%給与と91.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.02%を直接所有しており、その価値は$ 12.17M 。経営陣と取締役会の平均在任期間はそれぞれ4年と6.3年です。

主要情報

Pierce Norton

最高経営責任者

US$12.0m

報酬総額

CEO給与比率8.33%
CEO在任期間4.9yrs
CEOの所有権0.02%
経営陣の平均在職期間4yrs
取締役会の平均在任期間6.3yrs

経営陣の近況

Recent updates

Seeking Alpha May 15

ONEOK: An Income Machine Fueled By LNG And AI Growth (Downgrade)

Summary ONEOK offers a compelling income and value proposition amid surging AI-related energy demand and robust infrastructure growth. OKE delivered strong Q1 2026 results, with 13% YoY adjusted EBITDA growth and rising NGL and refined product volumes. OKE benefits from AI-driven power demand, LNG export expansion, and Permian/Delaware Basin growth, supporting long-term tailwinds. With a 4.7% yield, 15.7x forward P/E, and below-historical valuation, OKE is positioned for double-digit total returns and income durability. Read the full article on Seeking Alpha
分析記事 May 01

Industry Analysts Just Made An Upgrade To Their ONEOK, Inc. (NYSE:OKE) Revenue Forecasts

Shareholders in ONEOK, Inc. ( NYSE:OKE ) may be thrilled to learn that the analysts have just delivered a major upgrade...
ナラティブの更新 Apr 28

OKE: Diversified Footprint And Operating Leverage Will Capture Future Gas Demand

ONEOK's updated analyst price target reflects a modest reset in fair value to about $110, as analysts factor in slightly lower projected profit margins along with steady revenue growth assumptions and a marginally higher forward P/E of roughly 20x. Analyst Commentary Recent Street research on ONEOK shows a cluster of upward price target moves and upgrades that point to a generally constructive stance on the shares, even as analysts incorporate more cautious margin and growth assumptions into their models.
ナラティブの更新 Apr 22

ONEOK Delivers Strong Q3 2025 Earnings with Volume Growth, Synergy Realization, and Disciplined Balance Sheet Management

Analyst: Qudus Adebara (Founder of Wane Investment House) Executive Summary ONEOK Inc. delivered a solid third-quarter 2025 performance, reflecting the strength of its integrated midstream asset base and the successful execution of post-acquisition integration strategies.
ナラティブの更新 Apr 14

OKE: Future Gas Demand And Diversified Footprint Will Support Upside

ONEOK's analyst price target has been raised from $108.00 to about $110.77, as analysts factor in updated views on revenue growth, profit margins and future P/E expectations, reflected in recent target hikes and rating changes across major firms. Analyst Commentary Recent research updates on ONEOK focus on higher price targets and rating shifts that signal improving confidence in the company’s execution and earnings power.
ナラティブの更新 Mar 31

OKE: Future Gas Demand And Operating Leverage Will Drive Upside

ONEOK's analyst fair value target has shifted from $118.38 to $108.00 as analysts reset growth and valuation assumptions, while still pointing to a mix of recent upgrades, target tweaks and neutral initiations that reflect ongoing debate around the company's long term volume growth and earnings trajectory. Analyst Commentary Recent Street research around ONEOK highlights a split view, with some firms trimming targets and others turning more constructive.
ナラティブの更新 Mar 16

OKE: Flat 2026 Guidance And Reset Year Will Restrain P/E Upside

Analysts have adjusted their price targets for ONEOK in a tight range, with changes between $2 and $11 up or down, as they balance concerns around the flat 2026 outlook with views that the company's diversified footprint and operating leverage could support future upside in gas demand. Analyst Commentary Recent research around ONEOK centers on how much confidence to place in the medium term outlook, especially with 2026 guidance essentially flat versus 2025 and described by some as a transition year.
ナラティブの更新 Mar 02

OKE: Flat 2026 Outlook Will Cap P/E Upside Potential

Analysts have lifted their blended price target for ONEOK by $2 to reflect a slightly higher fair value estimate of $74, even as they flag softer revenue growth and profit margin assumptions following mixed 2026 guidance from recent research updates. Analyst Commentary Street research around ONEOK has been mixed, with several firms updating their price targets and ratings following the latest Q4 results and 2026 guidance.
ナラティブの更新 Feb 16

OKE: Dividend, Execution And P/E Reset Will Shape Future Confidence

ONEOK's analyst price target has undergone a modest reset, reflecting a small fair value adjustment to about $87 and a lower future P/E assumption, as analysts collectively temper expectations following a series of recent target cuts and rating changes alongside one upward revision. Analyst Commentary Recent research on ONEOK clusters around a mix of recalibrated targets and a fresh neutral stance, with several firms trimming price objectives and one raising its target.
ナラティブの更新 Feb 02

OKE: Dividend Increase And Execution Risks Will Shape Future Earnings Confidence

Analysts have nudged their blended fair value estimate for ONEOK lower from US$88.63 to about US$87.50. This reflects a mix of recent target cuts and a few upward revisions as firms reassess discount rates, revenue growth assumptions, profit margin expectations and future P/E levels.
分析記事 Jan 25

ONEOK (NYSE:OKE) Has Announced That It Will Be Increasing Its Dividend To $1.07

ONEOK, Inc. ( NYSE:OKE ) has announced that it will be increasing its dividend from last year's comparable payment on...
ナラティブの更新 Jan 19

OKE: Mixed Price Views Will Frame P/E Reset And Execution Risks

Analysts have trimmed their fair value estimate for ONEOK from US$82 to US$72, tying the change to updated views on revenue growth, profit margins, and a lower future P/E multiple despite a slightly reduced discount rate. Analyst Commentary Recent Street research on ONEOK points to a mixed tone, with some analysts trimming price targets even as others make modest upward adjustments.
ナラティブの更新 Jan 05

OKE: Q3 Synergy Delivery Will Drive Earnings Confidence And Multiple Upside

Analysts have modestly reduced their price target on ONEOK, trimming it by $5 to $78 per share. They are awaiting Q3 results, which they see as a critical test of the company's ability to deliver on synergy goals and sustain earnings growth.
ナラティブの更新 Dec 21

OKE: Future Synergy Delivery Will Drive Multiple Stabilization And Cash Return Upside

Analysts have nudged their price targets on ONEOK slightly lower, trimming them by about $5 per share to reflect modestly higher discount rate assumptions and a wait and see stance on synergy realization and multiple stabilization following recent acquisitions. Analyst Commentary Recent Street commentary reflects a more balanced stance on ONEOK, with valuation resetting modestly lower even as long term growth and synergy narratives remain intact.
ナラティブの更新 Dec 07

OKE: Future Cash Returns Will Drive Multiple Stabilization And Share Price Upside

Analysts have trimmed their consolidated price target on ONEOK by a few dollars per share, reflecting slightly lower fair value assumptions amid caution around near term multiple compression and the need to see clearer synergy capture and cash return discipline before re rating the stock higher. Analyst Commentary Recent Street research reflects a more nuanced stance on ONEOK, with updated price targets incorporating both the benefits of recent acquisitions and the risks around execution, capital allocation, and valuation normalization versus peers.
ナラティブの更新 Nov 23

OKE: Upcoming Cash Returns And Fed Policy Changes Will Drive Share Price Momentum

The average analyst price target for ONEOK has been reduced modestly. Analysts cite updated assessments of sector growth, evolving company multiples, and a renewed investor preference for cash returns as key factors behind their revisions.
ナラティブの更新 Nov 09

OKE: Upcoming Buybacks And Larger Asset Base Will Support Share Price Momentum

ONEOK's average analyst price target has been reduced. Most recent estimates have moved lower by several dollars per share, as analysts cite concerns about slowing revenue growth, shifting investor priorities toward return of cash, and the evolving impact of recent acquisitions on earnings multiples.
ナラティブの更新 Oct 26

Synergy Progress and Market Volatility Will Shape Midstream Expansion Ahead

ONEOK's fair value estimate has been lowered by analysts from $93.32 to $90.84 per share. This change reflects recent price target reductions, which are driven by a cautious outlook on synergy realization, evolving growth expectations, and continued macroeconomic uncertainty.
ナラティブの更新 Oct 12

Global Energy Demand Will Empower US Midstream Expansion

ONEOK's analyst price target has been lowered by approximately $1.63 to $93.32. Analysts cite recent sector-wide price target revisions, along with a focus on synergy execution, multiple stabilization, and commodity market headwinds as key factors behind the update.
ナラティブの更新 Sep 28

Global Energy Demand Will Empower US Midstream Expansion

ONEOK’s consensus price target was modestly reduced as analysts cite near-term commodity price pressure and a diminished long-term growth outlook due to sector-wide infrastructure limits, partially offsetting positive integration efforts and resulting in a modest downward fair value revision to $94.94. Analyst Commentary Bullish analysts expect investor focus to shift from growth to return of cash, emphasizing capital discipline, dividends, and buybacks as key valuation drivers.
ナラティブの更新 Aug 31

Global Energy Demand Will Empower US Midstream Expansion

ONEOK’s consensus price target was modestly reduced to $96.44 as analysts weighed ongoing commodity price and macroeconomic headwinds, limited near-term NGL growth opportunities, and sector uncertainty against strong execution, synergy benefits, and robust EBITDA, resulting in a slight downward revision of fair value. Analyst Commentary Analyst price target reductions reflect ongoing commodity price headwinds and macroeconomic volatility, particularly concerns about lower hydrocarbon prices into 2026.
分析記事 Jul 01

Industry Analysts Just Made A Substantial Upgrade To Their ONEOK, Inc. (NYSE:OKE) Revenue Forecasts

Shareholders in ONEOK, Inc. ( NYSE:OKE ) may be thrilled to learn that the analysts have just delivered a major upgrade...
分析記事 Jun 20

Is ONEOK (NYSE:OKE) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jun 02

Here's Why We Think ONEOK (NYSE:OKE) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Mar 04

ONEOK: A Growth Engine In The Midstream Space

Summary ONEOK's strategic acquisitions of EnLink Midstream and Medallion have solidified its position in the midstream sector, enhancing its NGL value chain and crude oil infrastructure. The company has increased its dividend to $1.03 per share and has begun buying back shares, signaling strong shareholder returns. ONEOK's new LPG export terminal project and robust growth projections for 2025-2027 indicate a promising future, with an estimated 12.1% annual return. Potential threats include the long-term decline in shale production and the shift to electric vehicles, but current data suggests growing production and stable refined products demand. Read the full article on Seeking Alpha
Seeking Alpha Feb 17

ONEOK: Pullback Presents An Opportunity On Increasing NG Demand

Summary ONEOK's acquisition strategy and vast pipeline network position it as a leading midstream service provider, ensuring stable cash flows and growth potential. The recent 20% pullback in shares presents a buying opportunity, with a 12-month price target of $117/share based on fair valuation. ONEOK's robust EBITDA growth and strategic expansions in key regions support its ability to capitalize on increasing NGL demand and electricity generation needs. Despite risks related to debt and the integration of recent acquisitions, ONEOK's historical performance and dividend growth justify a BUY rating. Read the full article on Seeking Alpha
Seeking Alpha Feb 07

ONEOK: Top Of The Food-Chain Energy Pick For 2025

Summary ONEOK Inc. is a top pick for 2025 due to its stellar margins, strategic acquisitions, and strong capital allocation frameworks benefiting long-term shareholders. OKE's recent acquisitions of EnLink and Medallion Midstream significantly enhance its asset base and growth potential, with expected EBITDA comfortably above $8 billion in 2025. OKE's asset value has grown 121% since 2020, outpacing long-term debt growth, and it offers a compelling 30.65% upside combined with a 4.25% dividend yield. Despite sector pressures, OKE's proactive M&A strategy and robust asset growth make it a superior investment compared to peers like WMB and TRP. Read the full article on Seeking Alpha
Seeking Alpha Dec 28

ONEOK: A Solid Midstream Play

Summary ONEOK is a strong buy due to reliable EBITDA growth and business expansion. The acquisition of Magellan Midstream Partners in 2023 significantly expanded ONEOK's pipeline network, enhancing its cash flow and long-term growth potential. Other midstream acquisitions (EnLink, Medallion) are set to make positive EPS, EBITDA and cash flow contributions. ONEOK's enterprise-value-to-EBITDA ratio of 13.3X is attractive, making it a compelling investment in the midstream sector. With most cash flow from long-term fee-based contracts, ONEOK offers high cash flow and earnings visibility, making the midstream firm suitable for dividend-focused investors. Read the full article on Seeking Alpha
Seeking Alpha Dec 05

ONEOK Expands Deeper Into The Oil Pipeline Business

Summary ONEOK, Inc. is set for significant growth in FY25, driven by acquisitions and organic investments, particularly in the Permian Basin. Major acquisitions include Medallion Midstream and EnLink Midstream, enhancing crude and gas pipeline capacities and synergies. ONEOK reported strong Q3 '24 earnings with management raising guidance for FY24, with a target of $8b in adjusted EBITDA for FY25. Read the full article on Seeking Alpha
Seeking Alpha Nov 27

ONEOK Finishes The Job In Picking Up EnLink Midstream

Summary ONEOK's stock dropped 5% after announcing a $4.3 billion all-stock acquisition of the remaining 57% of EnLink Midstream, a move anticipated by the market. Despite recent gains, ONEOK still warrants a marginal 'buy' rating due to expected synergies and significant cash flows from recent acquisitions. ONEOK's valuation is mid-tier compared to peers, but its low net leverage ratio and focus on dividends and buybacks make it a quality prospect. Buying EnLink Midstream shares offers a slightly better return due to the spread between current trading prices and the implied buyout price. Read the full article on Seeking Alpha
Seeking Alpha Nov 04

ONEOK: Where Dividends Flow Like Oil - A 4.2% Yield You Can't Miss

Summary ONEOK stands out in the S&P 500 dividend space with a 4.2% yield, consistent dividend history, and >10% annual EPS growth. The company's narrow-moat business model and essential pipeline infrastructure underpin its resilience and growth potential. Despite some questionable filters in its self-presentation, ONEOK's strategic positioning and solid financial metrics make it a compelling high-yield investment. Valuation remains attractive with a $123 stock price target, suggesting a 32% upside potential. Read the full article on Seeking Alpha
Seeking Alpha Sep 30

ONEOK Vs. Williams Companies: Which High-Yield Is The Better Buy?

Summary OKE and WMB have been very strong performers and dividend growers. We compare them side-by-side based on their current fundamentals and forward outlooks. We share our view on which is the better buy today. Read the full article on Seeking Alpha
Seeking Alpha Aug 27

Pipeline Payday: Buying 4.5%-Yielding ONEOK Before It's Too Late

Summary The Federal Reserve's potential rate cuts could drive a rotation of capital towards high-quality dividend stocks, benefiting income-generating assets like ONEOK, Inc. ONEOK offers a compelling mix of growth and income, with strategic expansions and impressive EBITDA growth positioning it for long-term gains. Despite market fluctuations, ONEOK, Inc.'s consistent income growth, resilient earnings, and favorable free cash flow profile make it a reliable investment. ONEOK's reasonable valuation and strategic projects in key regions like the Permian Basin and Rocky Mountains enhance its growth opportunities and income potential. Read the full article on Seeking Alpha
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新しいナラティブ Aug 20

Rocky Mountain Success And Calculated Acquisitions Set To Boost Market Position And Financial Health

Expansion in the Rocky Mountain region and strategic acquisitions are driving revenue and EBITDA growth, with a focus on improving operational efficiency.
Seeking Alpha Aug 09

ONEOK: Williston Processing Margins At Risk

Summary ONEOK has a monopoly on transporting NGLs out of the Bakken and PRB, with Kinder Morgan planning to convert the Double H Pipeline to NGL service. Kinder Morgan aims to increase exposure to the basin, seeing high profit potential due to rising gas to oil ratios and tight midstream capacity. Energy Transfer, with significant exposure to the region, may look to build new pipelines to compete with ONEOK in the long term, potentially impacting ONEOK's earnings in the future. Read the full article on Seeking Alpha

CEO報酬分析

ONEOK の収益と比較して、Pierce Norton の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$4b

Dec 31 2025US$12mUS$1m

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$13mUS$925k

US$3b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$3b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$10mUS$835k

US$3b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$8mUS$835k

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$7mUS$427k

US$1b

報酬と市場: Pierceの 総報酬 ($USD 12.00M ) は、 US市場 ($USD 14.80M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Pierceの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Pierce Norton (65 yo)

4.9yrs
在職期間
US$12,003,335
報酬

Mr. Pierce H. Norton, II, is Chairman of the Board of Enlink Midstream Manager, LLC from October 15, 2024. Mr. Norton is Chairman of the Board of EnLink Midstream, LLC from October 15, 2024. He serves as P...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Pierce Norton
President4.9yrsUS$12.00m0.020%
$ 12.2m
Walter Hulse
CFO, Treasurer and Executive VP of Investor Relations & Corporate Development9yrsUS$8.29m0.031%
$ 18.5m
Randy Lentz
Executive VP & COO1.3yrsUS$6.12m0.00083%
$ 498.0k
Lyndon Taylor
Executive VP2.7yrsUS$6.90m0.00085%
$ 510.0k
Sheridan Swords
Executive VP & Chief Commercial Officer9.3yrsUS$5.87m0.037%
$ 22.5m
Mary Spears
Senior VP and Chief Accounting Officer of Finance & Tax7.2yrsデータなし0.0058%
$ 3.5m
J. Wallis
Senior Vice President of Communications & Community Relations3.8yrsデータなしデータなし
Brent Strehlow
Senior VP & Chief Human Resources Officer1.3yrsデータなしデータなし
Kevin Burdick
Executive VP & Chief Enterprise Services Officer4.2yrsUS$3.98m0.027%
$ 16.2m
Scott Schingen
Senior VP of Eng.2.7yrsデータなし0.0092%
$ 5.5m
Christy Williamson
Senior Vice President of Commercial2.7yrsデータなしデータなし
Gregory Lusardi
Senior Vice President of Commercial - Natural Gas Gathering4.9yrsデータなしデータなし
4.0yrs
平均在職期間
60yo
平均年齢

経験豊富な経営陣: OKEの経営陣は 経験豊富 であると考えられます ( 4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Pierce Norton
President4.9yrsUS$12.00m0.020%
$ 12.2m
Pattye Moore
Independent Director24.3yrsUS$291.28kデータなし
Mark McCollum
Independent Directorless than a yearデータなし0.00012%
$ 72.0k
Eduardo Rodriguez
Independent Director22.3yrsUS$304.50k0.0045%
$ 2.7m
Julie Edwards
Independent Chairman of the Board18.9yrsUS$477.46k0.011%
$ 6.4m
Gerald Smith
Independent Director5.4yrsUS$301.00kデータなし
Randall Larson
Independent Director10.4yrsUS$301.00k0.0047%
$ 2.8m
Mark Helderman
Independent Director7.3yrsUS$281.00k0.0057%
$ 3.4m
Brian L. Derksen
Independent Director10.4yrsUS$306.00k0.0034%
$ 2.0m
Precious Owodunni
Independent Directorless than a yearデータなし0.00012%
$ 72.0k
Lori Gobillot
Independent Director2.7yrsUS$284.26k0.00022%
$ 132.0k
Wayne Smith
Independent Director2.7yrsUS$331.00k0.00043%
$ 258.0k
6.3yrs
平均在職期間
66.5yo
平均年齢

経験豊富なボード: OKEの 取締役会経験豊富 であると考えられます ( 6.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 13:40
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ONEOK, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37

アナリスト機関
William SeleskyArgus Research Company
Ethan BellamyBaird
Theresa ChenBarclays