Aberdeen Group plc Sells 84,539 Shares of ONE Gas, Inc. $OGS

Aberdeen Group plc decreased its stake in shares of ONE Gas, Inc. (NYSE:OGS) by 30.4% during the 3rd quarter, Holdings Channel reports. The firm owned 193,791 shares of the utilities provider’s stock after selling 84,539 shares during the period. Aberdeen Group plc’s holdings in ONE Gas were worth $15,656,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in OGS. Capital Advisors Inc. OK grew its stake in shares of ONE Gas by 7.1% in the third quarter. Capital Advisors Inc. OK now owns 2,998 shares of the utilities provider’s stock valued at $243,000 after buying an additional 200 shares in the last quarter. Cadent Capital Advisors LLC grew its position in shares of ONE Gas by 1.4% in the 3rd quarter. Cadent Capital Advisors LLC now owns 15,150 shares of the utilities provider’s stock valued at $1,226,000 after acquiring an additional 203 shares during the period. Securian Asset Management Inc. grew its position in shares of ONE Gas by 6.6% in the 2nd quarter. Securian Asset Management Inc. now owns 4,564 shares of the utilities provider’s stock valued at $328,000 after acquiring an additional 281 shares during the period. GAMMA Investing LLC increased its stake in shares of ONE Gas by 23.8% during the 3rd quarter. GAMMA Investing LLC now owns 1,813 shares of the utilities provider’s stock worth $147,000 after purchasing an additional 349 shares during the last quarter. Finally, Farther Finance Advisors LLC raised its holdings in shares of ONE Gas by 34.9% in the 3rd quarter. Farther Finance Advisors LLC now owns 1,457 shares of the utilities provider’s stock valued at $118,000 after purchasing an additional 377 shares during the period. Institutional investors and hedge funds own 88.71% of the company’s stock.

ONE Gas Stock Performance

OGS opened at $84.00 on Thursday. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.47 and a quick ratio of 0.33. The business has a fifty day simple moving average of $79.24 and a 200 day simple moving average of $78.95. ONE Gas, Inc. has a 1 year low of $68.58 and a 1 year high of $86.77. The company has a market capitalization of $5.04 billion, a PE ratio of 19.58, a price-to-earnings-growth ratio of 2.25 and a beta of 0.81.

ONE Gas (NYSE:OGS) last posted its quarterly earnings data on Wednesday, February 18th. The utilities provider reported $1.48 earnings per share for the quarter, topping the consensus estimate of $1.42 by $0.06. The firm had revenue of $689.37 million for the quarter, compared to analysts’ expectations of $990.44 million. ONE Gas had a return on equity of 8.06% and a net margin of 10.76%.The company’s quarterly revenue was up 9.3% compared to the same quarter last year. During the same quarter last year, the business earned $1.34 EPS. ONE Gas has set its FY 2026 guidance at 4.830-4.950 EPS. Research analysts expect that ONE Gas, Inc. will post 4.26 EPS for the current year.

ONE Gas Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Friday, February 20th will be issued a $0.68 dividend. The ex-dividend date of this dividend is Friday, February 20th. This represents a $2.72 dividend on an annualized basis and a yield of 3.2%. This is an increase from ONE Gas’s previous quarterly dividend of $0.67. ONE Gas’s payout ratio is presently 62.47%.

Analyst Ratings Changes

A number of equities analysts recently commented on OGS shares. Mizuho lifted their price target on ONE Gas from $87.00 to $90.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Morgan Stanley reiterated an “underperform” rating and set a $73.00 target price on shares of ONE Gas in a research note on Wednesday, January 21st. Bank of America increased their price target on ONE Gas from $90.00 to $92.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Weiss Ratings downgraded ONE Gas from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 5th. Finally, UBS Group decreased their price objective on shares of ONE Gas from $86.00 to $83.00 and set a “neutral” rating on the stock in a report on Wednesday, December 17th. Four equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $85.57.

ONE Gas News Roundup

Here are the key news stories impacting ONE Gas this week:

• Positive Sentiment: Q4 EPS beat — ONE Gas reported $1.48 EPS vs. the $1.42 consensus and $1.34 a year ago, showing underlying earnings strength. Zacks: ONE Gas Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Raised FY2026 guidance — management set EPS guidance of $4.83–$4.95, above the prior consensus (~$4.57), which supports forward earnings expectations. PR Newswire: Q4 & Full-Year Results
• Positive Sentiment: Leadership continuity — promotion of the COO to president/COO signals internal succession planning and operational stability. PR Newswire: Leadership Progression
• Neutral Sentiment: Revenue growth year-over-year — revenue rose about 9.3% vs. prior-year quarter, which is supportive but offset by the consensus gap. Press Release: Financial Results
• Neutral Sentiment: Analyst/webcast follow-up — management scheduled an analyst call and webcast to discuss results and guidance, which may provide additional color on drivers and risks. PR Newswire: Q4 & Full-Year Results
• Negative Sentiment: Revenue missed street expectations — reported revenue (~$689M) was well below the cited consensus (~$990M), a discrepancy that likely prompted investor concern about top-line sustainability and caused the stock to move lower. Press Release: Financial Results

ONE Gas Company Profile

ONE Gas, Inc is a publicly traded natural gas utility company focused on the regulated distribution of natural gas to residential, commercial and industrial customers. Headquartered in Tulsa, Oklahoma, the company owns and operates an integrated system of transmission and distribution pipelines, storage facilities and compressor stations designed to deliver safe, reliable energy to end users. Its operations are governed by state utility commissions, which set rates and service standards in the markets the company serves.

The company’s service territory spans three states: Oklahoma, Kansas and the Texas Panhandle.