Vestmark Advisory Solutions Inc. Raises Stock Position in ONEOK, Inc. $OKE

Vestmark Advisory Solutions Inc. lifted its stake in ONEOK, Inc. (NYSE:OKE) by 49.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,991 shares of the utilities provider’s stock after buying an additional 9,571 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in ONEOK were worth $2,115,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Winnow Wealth LLC purchased a new position in shares of ONEOK in the 3rd quarter valued at approximately $28,000. City Holding Co. purchased a new stake in shares of ONEOK in the third quarter valued at about $28,000. Global Wealth Strategies & Associates acquired a new stake in ONEOK during the 3rd quarter valued at $29,000. Financial Consulate Inc. acquired a new position in ONEOK in the 3rd quarter valued at about $29,000. Finally, Access Investment Management LLC acquired a new stake in shares of ONEOK during the 2nd quarter worth about $33,000. 69.13% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting ONEOK

Here are the key news stories impacting ONEOK this week:

• Positive Sentiment: Q4 results beat estimates: EPS $1.55 vs. $1.50 consensus, full‑year net income +11% and adjusted EBITDA +18%, demonstrating solid operating performance. ONEOK Announces Higher Full-Year 2025 Earnings
• Positive Sentiment: Management framed 2025 as a “defining year” — delivering double‑digit earnings growth, margin expansion, integration of acquisitions and a stronger balance sheet, which supports a long‑term growth story. ONEOK (OKE) Q4 2025 Earnings Call Transcript
• Positive Sentiment: ONEOK highlighted shareholder returns (dividend increases referenced in coverage) and reiterated disciplined capital allocation, which is supportive for income‑oriented investors. ONEOK (OKE) Q4 2025 Earnings: What You Need to Know
• Neutral Sentiment: Shares have run up YTD and analysts are re‑examining valuation after the rally; this raises sensitivity to guidance and forward estimates. Is It Time To Reassess ONEOK (OKE) After Its Mixed Share Price Performance
• Negative Sentiment: FY‑2026 EPS guidance of $5.040–$5.870 was below consensus (~$5.83 at announcement), and investors cited the tepid guidance as the primary reason for the share decline. Why Oneok Fell Today
• Negative Sentiment: Segment weakness: Reuters highlights a drop in natural gas transportation earnings tied to a 2024 interstate pipeline divestiture, which weighed on quarterly profit. ONEOK quarterly profit falls as pipeline divestiture impacts gas segment earnings

ONEOK Price Performance

OKE opened at $82.89 on Wednesday. ONEOK, Inc. has a 52-week low of $64.02 and a 52-week high of $103.64. The company has a 50 day moving average of $77.52 and a two-hundred day moving average of $73.79. The company has a market cap of $52.16 billion, a P/E ratio of 15.29, a P/E/G ratio of 4.90 and a beta of 0.96. The company has a quick ratio of 0.75, a current ratio of 0.90 and a debt-to-equity ratio of 1.44.

ONEOK (NYSE:OKE) last posted its earnings results on Monday, February 23rd. The utilities provider reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.50 by $0.05. ONEOK had a net margin of 10.09% and a return on equity of 15.38%. The business had revenue of $9.07 billion for the quarter, compared to analyst estimates of $8.77 billion. During the same quarter in the previous year, the business posted $1.57 EPS. ONEOK has set its FY 2026 guidance at 5.040-5.870 EPS. On average, analysts expect that ONEOK, Inc. will post 5.07 earnings per share for the current year.

ONEOK Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Monday, February 2nd were paid a $1.07 dividend. This represents a $4.28 dividend on an annualized basis and a dividend yield of 5.2%. This is an increase from ONEOK’s previous quarterly dividend of $1.03. The ex-dividend date was Monday, February 2nd. ONEOK’s payout ratio is 78.97%.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Argus raised shares of ONEOK from a “hold” rating to a “buy” rating and set a $79.00 price objective on the stock in a research note on Thursday, November 6th. Weiss Ratings reissued a “hold (c)” rating on shares of ONEOK in a research note on Monday, December 29th. TD Cowen decreased their price objective on ONEOK from $78.00 to $76.00 and set a “hold” rating on the stock in a report on Thursday, October 30th. JPMorgan Chase & Co. lowered ONEOK from an “overweight” rating to a “neutral” rating and dropped their target price for the company from $87.00 to $83.00 in a research note on Tuesday, January 27th. Finally, Scotiabank reissued an “outperform” rating and issued a $91.00 price target on shares of ONEOK in a research note on Friday, January 16th. Seven analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $86.27.

ONEOK Company Profile

ONEOK, Inc (NYSE: OKE) is a publicly traded midstream energy company headquartered in Tulsa, Oklahoma. The company owns and operates a portfolio of natural gas and natural gas liquids (NGL) pipelines, processing facilities, fractionators and storage and terminal assets. Its operations are focused on gathering, processing, transporting, fractionating and marketing NGLs and interstate natural gas, providing critical infrastructure that connects hydrocarbon production to refineries, petrochemical plants and other end markets.

ONEOK’s asset base includes pipeline systems and processing plants that move and condition natural gas, along with infrastructure for the transportation, storage and fractionation of NGLs such as ethane, propane and butane.