OKE

ONEOK INC /NEW/

NYSE · Natural Gas Transmisison & Distribution · Inc. OK · CIK 0001039684
$90.59 +1.56% $57.1B
High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits
Vol
Market Cap$57.1B
Cap SizeLarge Cap
Analyst ConsensusBuy (52%)
Inst. Holders50 funds
Inst. Value$30.4B
Inst. Activity35 buys / 15 sells
Reddit Sentiment33° Cool
SEC Reports3
Press Releases3
Congressional2 trades
Exchange NYSE·Sector Natural Gas Transmisison & Distribution·Inc. OK·CIK 0001039684·Prev Close $89.20

Recent Activity

Price Targets

$95.48 +5.4% upside Buy
Current $90.59 Low $84.00 Median $95.00 High $113.00 21 analysts
$84.00 $113.00

Analyst Ratings

Hold52% buy · 27 analysts
7Strong Buy
7Buy
13Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 7, 2026 Citigroup MAINTAIN Buy → Buy
May 4, 2026 Truist Securities MAINTAIN Hold → Hold
Apr 30, 2026 TD Cowen MAINTAIN Hold → Hold
Apr 30, 2026 Scotiabank DOWNGRADE Sector Outperform → Sector Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.47 $1.30 — $1.63 10% YoY 13
Next Q $1.46 $1.36 — $1.65 -2% YoY 12
Current FY $5.72 $5.42 — $6.09 5% YoY 15
Next FY $6.16 $5.58 — $6.74 8% YoY 16

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$5.4B
STATE STREET CORP$3.8B
VANGUARD CAPITAL MANAGEMENT LLC$3.7B
VANGUARD PORTFOLIO MANAGEMENT LLC$2.8B

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026SPEARS MARYG$0.00
May 20, 2026Owodunni PreciousA$170.0K
May 20, 2026HELDERMAN MARKA$280.0K
May 20, 2026Smith WayneA$170.0K
May 20, 2026DERKSEN BRIANA$170.0K

Reddit Sentiment

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish

Congressional Trades

1 members: 1 buys, 1 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
Gilbert CisnerosDSELL$1,001 - $15,000
50 institutional holders with $30.4B total value (336,785,871 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, STATE. Net buying activity: 35 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.59,388,699$5.4B17.6%
3STATE STREET CORP41,574,381$3.8B12.3%
4VANGUARD CAPITAL MANAGEMENT LLC40,867,532$3.7B12.1%
5VANGUARD PORTFOLIO MANAGEMENT LLC30,817,918$2.8B9.1%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC18,368,622$1.7B5.5%
7Capital International Investors13,116,823$1.2B3.9%ADD +64.4%
8MORGAN STANLEY12,588,158$1.1B3.7%
9First Eagle Investment Management, LLC11,679,175$1.1B3.5%
10Invesco Ltd.9,480,309$856.9M2.8%
11DEUTSCHE BANK AG\6,736,519$608.9M2.0%ADD +61.4%
12Capital Research Global Investors6,264,969$566.6M1.9%NEW
13GOLDMAN SACHS GROUP INC5,921,739$535.3M1.8%
14DIMENSIONAL FUND ADVISORS LP5,552,597$502.0M1.6%
15BANK OF AMERICA CORP /DE/5,504,989$497.6M1.6%
16Clearbridge Investments, LLC4,912,420$444.0M1.5%
17Legal & General Group Plc4,818,244$435.5M1.4%
18Nuveen, LLC4,458,286$403.0M1.3%
19Amundi4,154,091$375.5M1.2%
20VANGUARD FIDUCIARY TRUST CO3,541,444$320.1M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital International InvestorsADD7,979,59713,116,823+64.4%$1.2B2026-Q1
DEUTSCHE BANK AG\ADD4,173,4846,736,519+61.4%$608.9M2026-Q1
Capital Research Global InvestorsNEW6,264,969$566.6M2026-Q1
DANSKE BANK A/SADD1,691,4332,273,360+34.4%$205.5M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM2,978,4021,589,146-46.6%$143.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD834,4561,143,970+37.1%$103.4M2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT COADD717,7251,030,679+43.6%$93.2M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM1,605,966902,321-43.8%$81.6M2026-Q1
Tredje AP-fondenNEW865,250$78.2M2026-Q1
M&G PlcTRIM1,022,253753,104-26.3%$67.8M2026-Q1
Neuberger Berman Group LLCTRIM905,543632,662-30.1%$57.2M2026-Q1
HighTower Advisors, LLCADD399,979537,608+34.4%$48.6M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD318,081420,463+32.2%$39.1M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED143,100413,700+189.1%$37.4M2026-Q1
Holocene Advisors, LPTRIM893,623357,260-60.0%$32.3M2026-Q1
NEOS Investment Management LLCDOUBLED120,639347,088+187.7%$31.4M2026-Q1
Assenagon Asset Management S.A.TRIM734,671286,784-61.0%$25.9M2026-Q1
Verition Fund Management LLCDOUBLED8,279256,190+2994.5%$23.2M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM583,519212,647-63.6%$19.2M2026-Q1
Zurich Insurance Group Ltd/FIDOUBLED22,800199,558+775.3%$18.0M2026-Q1
D.A. DAVIDSON & CO.ADD108,902176,948+62.5%$16.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED22,312166,487+646.2%$15.0M2026-Q1
Cerity Partners LLCADD84,408153,289+81.6%$13.9M2026-Q1
Beacon Pointe Advisors, LLCADD116,395153,081+31.5%$13.8M2026-Q1
JANUS HENDERSON GROUP PLCNEAR_EXIT3,620,540151,550-95.8%$13.7M2026-Q1
16 unique insiders with 26 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026SPEARS MARY MSee RemarksGIFT1,000
May 20, 2026Owodunni Precious WDirectorAWARD1,845$92.15$170.0K
May 20, 2026HELDERMAN MARK WDirectorAWARD3,039$92.15$280.0K
May 20, 2026Smith Wayne ThomasDirectorAWARD1,845$92.15$170.0K
May 20, 2026DERKSEN BRIAN LDirectorAWARD1,845$92.15$170.0K
May 20, 2026Gobillot LoriDirectorAWARD1,845$92.15$170.0K
May 20, 2026LARSON RANDALL JDirectorAWARD1,845$92.15$170.0K
May 20, 2026EDWARDS JULIE HDirectorAWARD1,845$92.15$170.0K
May 20, 2026MCCOLLUM MARK ADirectorAWARD1,845$92.15$170.0K
May 20, 2026RODRIGUEZ EDUARDO ADirectorAWARD1,476$92.15$136.0K
May 20, 2026RODRIGUEZ EDUARDO ADirectorAWARD369$92.15$34.0K
Feb 22, 2026SPEARS MARY MSee RemarksEXERCISE2,285.974
Feb 22, 2026BURDICK KEVIN LSee RemarksEXERCISE5,628.54
Feb 22, 2026SWORDS SHERIDAN CSee RemarksEXERCISE4,924.535
Feb 22, 2026NORTON PIERCESee RemarksEXERCISE17,588.457
Feb 22, 2026HULSE WALTER S IIISee RemarksEXERCISE7,739.389
Feb 22, 2026Taylor Lyndon CSee RemarksEXERCISE8,538.595
Feb 18, 2026Taylor Lyndon CSee RemarksAWARD17,283
Feb 18, 2026HULSE WALTER S IIISee RemarksAWARD24,628
Feb 18, 2026Lentz Randy NSee RemarksAWARD14,115
Feb 18, 2026SPEARS MARY MSee RemarksAWARD5,473
Feb 18, 2026SWORDS SHERIDAN CSee RemarksAWARD14,115
Feb 18, 2026NORTON PIERCESee RemarksAWARD60,491
Feb 18, 2026BURDICK KEVIN LSee RemarksAWARD12,098
Jan 30, 2026Lentz Randy NSee RemarksEXERCISE6,556.617$79.19$519.2K
Jan 30, 2026Lentz Randy NSee RemarksTAX W/H1,686$79.19$133.5K
Current analyst consensus: Hold (52% buy). Based on 27 analysts: 7 strong buy, 7 buy, 13 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$95.48 mean target +5.4% upside Buy (2.13)
$84.00 Low $113.00 High
MetricValue
Current Price$90.59
Target Low$84.00
Target Mean$95.48
Target Median$95.00
Target High$113.00
# Analysts21
RecommendationBuy (2.13)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.47 $1.30 $1.63 9.6% -0.2% 4↑ 2↓ $9.0B 14.7% 13
Next Q
2026-09-30
$1.46 $1.36 $1.65 -1.7% +0.0% 3↑ 2↓ $9.5B 10.3% 12
Current FY
2026-12-31
$5.72 $5.42 $6.09 5.5% -0.3% 5↑ 3↓ $38.6B 14.8% 15
Next FY
2027-12-31
$6.16 $5.58 $6.74 7.7% -0.2% 5↑ 5↓ $37.7B -2.2% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.468
7d ago$1.463+0.004
30d ago$1.471-0.003
60d ago$1.420+0.048
90d ago$1.396+0.072
12 analyst firms have rated this stock: 2 upgrades, 2 downgrades, 3 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 JP Morgan MAINTAIN Neutral Neutral
May 7, 2026 Citigroup MAINTAIN Buy Buy
May 4, 2026 Truist Securities MAINTAIN Hold Hold
Apr 30, 2026 TD Cowen MAINTAIN Hold Hold
Apr 30, 2026 Scotiabank DOWNGRADE Sector Outperform Sector Perform
Apr 30, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 30, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 13, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Apr 8, 2026 Jefferies MAINTAIN Buy Buy
Apr 7, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 25, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
Mar 24, 2026 Truist Securities INITIATE Hold Hold
Mar 20, 2026 Jefferies UPGRADE Hold Buy
Mar 19, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Mar 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 6, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 3, 2026 Freedom Broker INITIATE Buy
Feb 25, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 27, 2026 JP Morgan DOWNGRADE Overweight Neutral
Jan 22, 2026 UBS MAINTAIN Buy Buy
Jan 20, 2026 Jefferies INITIATE Hold
Jan 15, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202677130052%
May 1, 202678140052%
Apr 1, 202679130055%
Mar 1, 202667140048%
Feb 1, 202687120056%
Jan 1, 20268890064%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 10, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000ONEOK IncMar 10, 2026 (29d)
Jan 9, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000ONEOK IncFeb 16, 2026 (39d)
33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 23, 2026140° Cool011
Apr 23, 2026140° Cool011
Jun 12, 2026
short_volume
Short Volume: OKE — 79.8% short (0.9M / 1.1M)
Short: 887,089 | Exempt: 178 | TRF Vol: 1,111,778 | Short Ratio: 79.8% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: OKE — 69.7% short (0.9M / 1.2M)
Short: 862,865 | Exempt: 551 | TRF Vol: 1,237,990 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: OKE — 68.9% short (0.7M / 1.0M)
Short: 690,288 | Exempt: 2,259 | TRF Vol: 1,001,348 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: OKE — 70.1% short (0.6M / 0.8M)
Short: 593,830 | Exempt: 454 | TRF Vol: 846,972 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: OKE — 63.0% short (0.5M / 0.8M)
Short: 534,422 | Exempt: 516 | TRF Vol: 848,237 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: OKE — 64.0% short (0.6M / 0.9M)
Short: 569,641 | Exempt: 38 | TRF Vol: 889,438 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: OKE — 65.1% short (1.0M / 1.6M)
Short: 1,027,005 | Exempt: 255 | TRF Vol: 1,577,387 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: OKE — 66.4% short (0.5M / 0.8M)
Short: 525,024 | Exempt: 2,419 | TRF Vol: 790,292 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: OKE — 64.9% short (0.7M / 1.1M)
Short: 696,297 | Exempt: 912 | TRF Vol: 1,072,700 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: OKE — 63.1% short (1.2M / 1.8M)
Short: 1,161,787 | Exempt: 179 | TRF Vol: 1,841,633 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: OKE — 55.9% short (0.7M / 1.2M)
Short: 662,804 | Exempt: 3,790 | TRF Vol: 1,186,135 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 26, 2026
announcement
ONEOK to Participate in Investor Conference
<p>TULSA, Okla., May 26, 2026 (GLOBE NEWSWIRE) -- ONEOK, Inc. (NYSE: OKE) will participate in an investor conference this week and in a fireside cha
May 25, 2026
dark_pool
Dark Pool: OKE — 4.1M shares, 80,433 trades
Week starting 2026-05-25. Total ATS volume: 4,069,131 shares across 80,433 trades.
May 22, 2026
short_volume
Short Volume: OKE — 60.8% short (0.5M / 0.9M)
Short: 542,960 | Exempt: 218 | TRF Vol: 893,247 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: OKE — 64.4% short (0.7M / 1.1M)
Short: 727,514 | Exempt: 198 | TRF Vol: 1,129,631 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)