KNTK
Kinetik Holdings Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Aug 7 to Sep 23 23 days of insider sells: $72.8M by 3 insiders, avg $53.13
- R Sep 21 ISQ Global Fund II GP LLC filed Amendment No. 16 to its Schedule 13D…
- S Oct 5 to Oct 13 7 days of insider sells: $130.3M by 1 insider, avg $54.66
- R Oct 15 ISQ Global Fund II GP LLC filed Amendment No. 17 to its Schedule 13D…
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $203.2M.
- InstitutionsBULLISH
Q2 2026: 29 added (1 new), 14 trimmed or exited. Largest new: Lmr Partners $14.6M.
- AnalystsBULLISH
19 of 25 rate it Buy or better. Median target $58.00 (+4%).
- TrendUPTREND
4% above its 50-day average. New closing high $55.97 on Oct 26.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Neuberger Berman Group LLC | TRIM | $60.8M |
| UBS Group AG | TRIM | $55.9M |
| BARCLAYS PLC | DOUBLED | $47.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | $29.8M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | $24.1M |
| Nuveen, LLC | DOUBLED | $23.3M |
| BROOKFIELD Corp /ON/ | ADD | $20.1M |
| NEOS Investment Management LLC | ADD | $19.0M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
25 analystsPrice is inside the target range. Median implies +4%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 21, 2026 | Morgan Stanley MAINTAIN | Overweight |
| Oct 19, 2026 | Jefferies MAINTAIN | Hold |
| Oct 14, 2026 | RBC Capital MAINTAIN | Outperform |
| Oct 13, 2026 | Barclays MAINTAIN | Equal-Weight |
| Sep 10, 2026 | Scotiabank MAINTAIN | Sector Outperform |
| Aug 18, 2026 | Morgan Stanley MAINTAIN | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 13, 2026 | ISQ Global Fund II GP LLC 10%+ Owner | CONVERT | 2,000,000 sh |
| Oct 13, 2026 | ISQ Global Fund II GP LLC 10%+ Owner | SELL | $109.5M |
| Oct 13, 2026 | ISQ Global Fund II GP LLC 10%+ Owner | CONVERT | 2,000,000 sh |
| Oct 12, 2026 | ISQ Global Fund II GP LLC 10%+ Owner | SELL | $2.1M |
| Oct 9, 2026 | ISQ Global Fund II GP LLC 10%+ Owner | SELL | $1.9M |
| Oct 9, 2026 | ISQ Global Fund II GP LLC 10%+ Owner | SELL | $1.3M |
| Oct 8, 2026 | ISQ Global Fund II GP LLC 10%+ Owner | SELL | $6.5M |
| Oct 7, 2026 | ISQ Global Fund II GP LLC 10%+ Owner | SELL | $3.1M |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $0.58 | $0.58–$0.58 | +50.7% | $601.4M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
21 filings · 1 bullish · 8 bearish · 1 mixed · 11 neutral- NEUTRAL 8-KOct 26, 2026
Kinetik Holdings subsidiary EagleClaw Midstream Ventures (ECMV) and Energy Transfer (ET) settled a dispute over the expiration date of an NGL purchase agreement, confirming it ends December 31, 2026. A second related agreement between the parties remains in litigation awaiting adjudication.
🔒 Fresh report (last 24h), subscribers only
- BEARISH SC 13D/AOct 15, 2026
ISQ Global Fund II GP LLC filed Amendment No. 17 to its Schedule 13D on Kinetik Holdings Inc…
The activist group is monetizing its position aggressively, converting and selling 2 million shares in a single block trade. With 13.57 million Common Units still redeemable, further conversions and…
- BEARISH 144Oct 9, 2026
ISQ Global Fund II GP LLC, a 10% stockholder of Kinetik Holdings Inc., filed a Form 144 on October…
Monitor for actual Form 4 filings to confirm execution of the sale. The pattern of repeated selling by a 10% holder since August 2026 warrants attention; further sales could pressure the stock. No…
- BEARISH 144Oct 8, 2026
ISQ Global Fund II GP LLC, a 10% stockholder of Kinetik Holdings Inc., filed a Form 144 on October…
A 10% holder is actively and persistently reducing its stake, with this Form 144 capping a multi-month selling campaign. Monitor for additional Form 144 or Form 4 filings from ISQ Global Fund II GP…
All KNTK filing & press-release reports (21)
- 8-K reportOct 26, 2026
- SC 13D/A reportOct 15, 2026
- 144 reportOct 9, 2026
- 144 reportOct 8, 2026
- 144 reportOct 7, 2026
- 144 reportOct 6, 2026
- SC 13D/A reportSep 21, 2026
- INST-CLUSTER reportSep 10, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 17, 2026
- CLUSTER reportAug 17, 2026
- 144 reportAug 14, 2026
- CLUSTER reportAug 13, 2026
- 3 reportJun 25, 2026
- 8-K reportJun 25, 2026
- INST-CLUSTER reportJun 11, 2026
- 144 reportApr 29, 2026
- DEFA14A reportApr 8, 2026
- CLUSTER reportMar 4, 2026
- 8-K reportFeb 26, 2026