Intech Investment Management LLC Has $45.73 Million Holdings in ONEOK, Inc. $OKE

Intech Investment Management LLC raised its stake in shares of ONEOK, Inc. (NYSE:OKE) by 127.9% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 626,742 shares of the utilities provider’s stock after purchasing an additional 351,715 shares during the period. Intech Investment Management LLC owned approximately 0.10% of ONEOK worth $45,733,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings in ONEOK by 0.9% during the third quarter. Vanguard Group Inc. now owns 77,222,590 shares of the utilities provider’s stock worth $5,634,932,000 after buying an additional 711,619 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in ONEOK by 2.9% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 21,570,904 shares of the utilities provider’s stock worth $1,760,833,000 after acquiring an additional 613,674 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of ONEOK by 2.3% in the 2nd quarter. Geode Capital Management LLC now owns 15,800,797 shares of the utilities provider’s stock worth $1,284,303,000 after acquiring an additional 355,751 shares in the last quarter. Invesco Ltd. raised its holdings in shares of ONEOK by 0.6% in the second quarter. Invesco Ltd. now owns 8,386,831 shares of the utilities provider’s stock valued at $684,617,000 after purchasing an additional 46,892 shares during the last quarter. Finally, Norges Bank bought a new position in shares of ONEOK during the second quarter valued at about $562,832,000. Institutional investors own 69.13% of the company’s stock.

Key Headlines Impacting ONEOK

Here are the key news stories impacting ONEOK this week:

• Positive Sentiment: Q4 results beat expectations — OKE reported an EPS beat and a ~29% year‑over‑year revenue increase, with management highlighting double‑digit full‑year earnings growth and stronger margins versus prior periods. ONEOK Q4 Earnings Top Estimates, Revenues Rise Year Over Year
• Positive Sentiment: Operational / strategic positives from the earnings call — management emphasized balance‑sheet improvement, integration progress on acquisitions, long‑cycle growth projects and a dividend that supports the stock’s high yield profile. These are bullish for long‑term income investors. ONEOK (OKE) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analysts are mixed on the outlook — coverage pieces summarize consensus expectations and management’s FY2026 EPS guide (5.04–5.87), leaving some uncertainty about near‑term growth vs. capital deployment. Analyst Expectations For ONEOK’s Future
• Negative Sentiment: Tepid 2026 guidance and higher capex weighed on sentiment — management guided to essentially steady earnings for 2026 and outlined a roughly $3B capex plan, which, combined with margin compression in the quarter, sparked investor concern about near‑term profit growth. ONEOK Q4 Earnings Top Estimates, Revenues Rise Year Over Year (Zacks)
• Negative Sentiment: Analyst downgrades and target cuts followed — Wolfe Research cut OKE to “peer perform” and other shops (Wells Fargo) trimmed the price target to the high‑$70s / equal‑weight, creating additional short‑term selling pressure. ONEOK cut at Wolfe, seeing growth as below average
• Negative Sentiment: Market reaction: several headlines note the stock fell despite the beat, tying the drop to cautious guidance and analyst actions — this is driving the intraday weakness and higher volume. Why Oneok Fell Today

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. Wells Fargo & Company cut their price target on shares of ONEOK from $82.00 to $79.00 and set an “equal weight” rating on the stock in a report on Wednesday. JPMorgan Chase & Co. downgraded ONEOK from an “overweight” rating to a “neutral” rating and cut their target price for the stock from $87.00 to $83.00 in a research note on Tuesday, January 27th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of ONEOK in a report on Monday, December 29th. Morgan Stanley reiterated an “overweight” rating and set a $104.00 price target on shares of ONEOK in a report on Wednesday, January 28th. Finally, Stifel Nicolaus set a $94.00 price objective on ONEOK in a research report on Thursday, October 30th. Seven equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $86.07.

ONEOK Price Performance

Shares of NYSE OKE opened at $82.34 on Thursday. The company has a current ratio of 0.71, a quick ratio of 0.75 and a debt-to-equity ratio of 1.36. The stock has a fifty day simple moving average of $77.71 and a two-hundred day simple moving average of $73.85. ONEOK, Inc. has a 1-year low of $64.02 and a 1-year high of $103.64. The firm has a market cap of $51.81 billion, a price-to-earnings ratio of 15.19, a price-to-earnings-growth ratio of 4.88 and a beta of 0.96.

ONEOK (NYSE:OKE) last issued its earnings results on Monday, February 23rd. The utilities provider reported $1.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.50 by $0.05. The firm had revenue of $9.07 billion for the quarter, compared to analyst estimates of $8.77 billion. ONEOK had a return on equity of 15.29% and a net margin of 10.09%.During the same period in the previous year, the company posted $1.57 earnings per share. ONEOK has set its FY 2026 guidance at 5.040-5.870 EPS. Analysts anticipate that ONEOK, Inc. will post 5.07 earnings per share for the current year.

ONEOK Increases Dividend

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

ONEOK 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.