ONE Gas Inc

ONE Gas reported adjusted EPS of $0.82 for Q2 2026 (expectation $0.64) and revenue of $411.63 million, both above estimates. The company raised its full-year guidance to the upper half of the prior range and now expects adjusted EPS of $4.89–$4.95; Texas law HB 4384 is expected to contribute about $0.42 to annual EPS. Adjusted net income rose to $52.1 million and capital expenditures were $188 million for the quarter. ONE Gas maintained the quarterly dividend at $0.68 and cited rate increases, large projects and cost discipline as drivers, but also noted higher O&M costs, weather dependence and project and regulatory risks. » More on de.investing.com

ONE Gas benefits from a regulated utility model with predictable returns driven by pipeline modernization, safety upgrades and customer additions from population migration. Regulatory frameworks allow recovery of capital investment, limiting direct exposure to commodity volatility and supporting earnings and cash‑flow visibility. The stock recently displayed technical strength with rising volume, while trailing and forward P/E were about 17.4 and 19.1 respectively, underpinning a constructive long‑term outlook. » More on finance.yahoo.com

One Gas shares reached a new 52-week high of $87.84. The company has a market capitalization of $5.5 billion and a P/E ratio of 20.04; the dividend has been raised for twelve consecutive years and the yield is 3.12%. For Q4/2025 One Gas beat EPS expectations with $1.48, but fell well short of revenue expectations ($689.37 million vs. $916.81 million), while keeping its guidance unchanged. A fair-value analysis currently rates the stock as overvalued; Stifel raised the price target to $90 but kept the rating at "Hold." » More on de.investing.com