How Investors May Respond To Kinetik Holdings (KNTK) Quarterly Dividend Declaration and Payout Schedule

• Kinetik Holdings recently declared a quarterly cash dividend of US$0.78 per share, resulting in an annualized payout of US$3.12 per share, with the next payment scheduled for August 1, 2025 to shareholders of record as of July 25, 2025.
• This regular dividend affirmation may be viewed as a signal of management's confidence in the company's cash flows and business outlook.
• We'll assess how the continuation of a substantial dividend supports Kinetik Holdings' investment narrative and outlook for income-oriented investors.

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Kinetik Holdings Investment Narrative Recap

To be a shareholder in Kinetik Holdings, you need to believe in the company's ability to expand its presence in the Delaware Basin while successfully ramping up new processing capacity and managing operational risks like volatile gas prices and rising power costs. The recent dividend affirmation bolsters management’s messaging of stability, but does not materially impact the primary short-term catalyst, the start-up and ramp-up of the Kings Landing Complex, or the biggest immediate risk, which is exposure to fluctuating Waha gas prices and operational curtailments.

The most relevant recent announcement is Kinetik’s buyback update, indicating no new shares repurchased in Q1 2025 but reflecting a substantial increase in buyback authorization in May. While this move supports a shareholder return narrative consistent with continued dividends, the near-term focus for most investors likely remains trained on execution of growth projects and the company’s ability to maintain healthy net margins amid input cost pressures and sector competition.

However, investors should be aware that despite ongoing payouts, a key issue remains...

Read the full narrative on Kinetik Holdings (it's free!)

Kinetik Holdings is projected to achieve $2.6 billion in revenue and $221.3 million in earnings by 2028. This outlook is based on assumed annual revenue growth of 17.8% and a substantial increase in earnings of about $164.5 million from the current $56.8 million.

Uncover how Kinetik Holdings' forecasts yield a $52.92 fair value, a 23% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided two fair value estimates for Kinetik Holdings, from US$52.92 to US$65.71 per share. While these views reflect different expectations, the continuing risk from negative Waha pricing underscores how market sentiment can shift and highlights the importance of exploring several opinions before forming your own outlook.

Explore 2 other fair value estimates on Kinetik Holdings - why the stock might be worth just $52.92!

Build Your Own Kinetik Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Kinetik Holdings research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision.
• Our free Kinetik Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Kinetik Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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