Hess Midstream LP

NYSE:HESM 주식 리포트

시가총액: US$7.9b

Hess Midstream 향후 성장

Future 기준 점검 2/6

Hess Midstream (는) 각각 연간 12.7% 및 2.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 0.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 87.7% 로 예상됩니다.

핵심 정보

12.7%

이익 성장률

0.70%

EPS 성장률

Oil and Gas 이익 성장9.8%
매출 성장률2.5%
향후 자기자본이익률87.73%
애널리스트 커버리지

Good

마지막 업데이트06 May 2026

최근 향후 성장 업데이트

분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

Recent updates

분석 기사 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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
User avatar
새 내러티브 • 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

이익 및 매출 성장 예측

NYSE:HESM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,734505974N/A5
12/31/20271,675481937N/A6
12/31/20261,612353880N/A6
3/31/20261,629369N/AN/AN/A
12/31/20251,621353728984N/A
9/30/20251,613330713997N/A
6/30/20251,571291666963N/A
3/31/20251,522250661957N/A
12/31/20241,496223634940N/A
9/30/20241,456190655929N/A
6/30/20241,441167685920N/A
3/31/20241,399143639853N/A
12/31/20231,349119643866N/A
9/30/20231,307103620841N/A
6/30/20231,27891626861N/A
3/31/20231,26888622869N/A
12/31/20221,27584623861N/A
9/30/20221,27779642862N/A
6/30/20221,24666588809N/A
3/31/20221,22755629821N/A
12/31/20211,20446632796N/A
9/30/20211,15436571747N/A
6/30/20211,11532507714N/A
3/31/20211,09026417667N/A
12/31/20201,09224341642N/A
9/30/20201,07933246604N/A
6/30/20201,02945204537N/A
3/31/202095056185509N/A
12/31/201984867N/A471N/A
9/30/201981668N/A434N/A
6/30/201977168N/A466N/A
3/31/201974570N/A458N/A
12/31/201871369N/A467N/A
9/30/201864267N/A488N/A
6/30/201861963N/A474N/A
3/31/201859357N/A435N/A
12/31/201758040N/A337N/A
9/30/201756796N/A390N/A
6/30/2017541129N/A390N/A
3/31/2017521158N/A396N/A
12/31/2016510205N/A387N/A
9/30/2016632224N/A567N/A
6/30/2016613215N/A520N/A
3/31/2016595212N/A464N/A
12/31/2015565193N/A435N/A
9/30/2015371123N/A162N/A
6/30/2015339100N/A121N/A

애널리스트 향후 성장 전망

수입 대 저축률: HESM 의 연간 예상 수익 증가율(12.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: HESM 의 연간 수익(12.7%)이 US 시장(16.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: HESM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: HESM 의 수익(연간 2.5%)이 US 시장(연간 11.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: HESM 의 수익(연간 2.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: HESM의 자본 수익률은 3년 후 87.7%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 19:59
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Hess Midstream LP는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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