Market Cap
$54.8B
OKE
ONEOK INC /NEW/
$86.57 ▼ -0.67%
Prev close $87.16Market cap$54.8B
ConsensusHold
12-mo target$101.50 (+17.2%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Traditional Energy
Snapshot
The big-picture read on OKE right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (46%)
Inst. Holders
50 funds
Inst. Value
$31.1B
Inst. Activity
36 buys / 14 sells
Social Sentiment
33° Cool
SEC Reports
5
Press Releases
3
Congressional
2 trades
Price chart 30d -9.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: OKE — 55.3% short (0.7M / 1.2M)
Short: 666,094 | Exempt: 380 | TRF Vol: 1,203,666 | Short Ratio: 55.3% | Off-exchange volume (dark p
Sep 23, 2026 Insider
BURDICK KEVIN L acquired via exercise 2,895 shares
See Remarks
Sep 23, 2026 Insider
Taylor Lyndon C acquired via exercise 6,369 shares
See Remarks
Sep 23, 2026 Insider
Aug 3, 2026 SEC SWORDS SHERIDAN C acquired via exercise 4,343 shares
See Remarks
ONEOK reported Q2 2026 EPS of $1.53, beating consensus of $1.45 by 5.5%, on record NGL volumes and strong segment perfor
PRESS-RELEASE — Impact 7/10
ONEOK reported Q1 2026 EPS of $1.32, a -10.1% miss vs. the $1.47 consensus estimate, while revenue was $9.04B. The EPS m
PRESS-RELEASE — Impact 6/10
Jun 30, 2026 Inst.
Capital International Investors — ADD
17,204,063 shares ($1.5B)
Jun 30, 2026 Inst.
NORGES BANK — NEW
6,606,241 shares ($574.3M)
Analyst ratings buy % -28.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
46% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Sep 9, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 2, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Sep 2, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 2, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 1, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Sep 1, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 29, 2026 | Morgan Stanley | DOWNGRADE | Equal-Weight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 15 | 0 | 0 | 46% | |
| Aug 1, 2026 | 6 | 6 | 17 | 0 | 0 | 41% | |
| Jul 1, 2026 | 7 | 7 | 15 | 0 | 0 | 48% | |
| Jun 1, 2026 | 7 | 7 | 13 | 0 | 0 | 52% | |
| May 1, 2026 | 7 | 8 | 14 | 0 | 0 | 52% | |
| Apr 1, 2026 | 7 | 9 | 13 | 0 | 0 | 55% | |
| Mar 1, 2026 | 6 | 7 | 14 | 0 | 0 | 48% | |
| Feb 1, 2026 | 8 | 7 | 12 | 0 | 0 | 56% |
Price targets
Where 20 covering analysts think OKE trades over the next 12 months.
$101.50 +17.2% upside Buy
Current$86.58 Low$89.00 Median$104.50 High$112.00 20 analysts
$89.00$112.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
33°
Cool
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 2 neutral · avg impact 5.0/10.Plus 3 press releases.
BULLISHPRESS-RELEASE7/10
ONEOK reported Q2 2026 EPS of $1.53, beating consensus of $1.45 by 5.5%, on record NGL volumes and s
Aug 3, 2026
BEARISHPRESS-RELEASE6/10
ONEOK reported Q1 2026 EPS of $1.32, a -10.1% miss vs. the $1.47 consensus estimate, while revenue w
Jul 9, 2026
NEUTRALDEFA14A2/10
ONEOK filed additional definitive proxy materials (DEFA14A) reminding shareholders to vote at the Ma
May 6, 2026
NEUTRALPRESS-RELEASE3/10
ONEOK announced its first-quarter 2026 earnings release date for April 28, 2026, with a conference c
Apr 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: OKE — 55.3% short (0.7M / 1.2M)
Short: 666,094 | Exempt: 380 | TRF Vol: 1,203,666 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: OKE — 78.0% short (0.9M / 1.1M)
Short: 890,492 | Exempt: 576 | TRF Vol: 1,141,810 | Short Ratio: 78.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: OKE — 71.9% short (1.1M / 1.5M)
Short: 1,068,124 | Exempt: 254 | TRF Vol: 1,486,059 | Short Ratio: 71.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: OKE — 74.5% short (0.9M / 1.2M)
Short: 912,651 | Exempt: 16,195 | TRF Vol: 1,224,376 | Short Ratio: 74.5% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: OKE — 70.3% short (0.8M / 1.1M)
Short: 801,020 | Exempt: 1,702 | TRF Vol: 1,139,512 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.54 | $1.08–$2.54 | 3.4% | +2.7% | 8↑ 4↓ | $10.5B | 13 |
| Next Q | $1.50 | $1.39–$1.59 | -3.2% | -3.9% | 5↑ 6↓ | $10.4B | 9 |
| Current FY | $5.77 | $5.52–$5.97 | 6.4% | -0.6% | 8↑ 4↓ | $41.7B | 11 |
| Next FY | $6.10 | $5.74–$6.36 | 5.8% | -2.2% | 7↑ 7↓ | $40.0B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.541 | — |
| 7d ago | $1.544 | -0.004 |
| 30d ago | $1.501 | +0.040 |
| 60d ago | $1.471 | +0.070 |
| 90d ago | $1.464 | +0.076 |
Institutional ownership
Which big funds own OKE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $31.1B total value (357,908,523 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 64,537,467 | $5.6B | 18.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 41,112,675 | $3.6B | 11.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 30,904,162 | $2.7B | 8.6% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20,373,418 | $1.8B | 5.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 17,439,867 | $1.5B | 4.9% | — |
| Capital International Investors | 17,204,063 | $1.5B | 4.8% | ADD +31.2% |
| MORGAN STANLEY | 11,886,409 | $1.0B | 3.3% | — |
| First Eagle Investment Management, LLC | 11,834,827 | $1.0B | 3.3% | — |
| UBS Group AG | 11,588,291 | $1.0B | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital International Investors | ADD | 13,116,823 | 17,204,063 | +31.2% | $1.5B |
| NORGES BANK | NEW | — | 6,606,241 | — | $574.3M |
| ONTARIO TEACHERS PENSION PLAN BOARD | NEW | — | 2,354,175 | — | $204.7M |
| Aberdeen Group plc | ADD | 1,212,619 | 1,555,319 | +28.3% | $135.2M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 2,153,882 | 1,508,773 | -30.0% | $131.2M |
| HSBC HOLDINGS PLC | ADD | 1,129,934 | 1,432,260 | +26.8% | $125.1M |
| CITIGROUP INC | ADD | 544,471 | 715,669 | +31.4% | $62.2M |
| Capital International, Inc./CA/ | DOUBLED | 46,081 | 654,487 | +1320.3% | $56.9M |
| Quantinno Capital Management LP | ADD | 434,418 | 558,381 | +28.5% | $48.5M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 39,521 | 551,389 | +1295.2% | $47.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 42 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | BURDICK KEVIN L | See Remarks | EXERCISE | 2,895 | — | — |
| Sep 23, 2026 | Taylor Lyndon C | See Remarks | EXERCISE | 6,369 | — | — |
| Sep 23, 2026 | SWORDS SHERIDAN C | See Remarks | EXERCISE | 4,343 | — | — |
| Sep 23, 2026 | SWORDS SHERIDAN C | See Remarks | TAX W/H | 1,905 | $90.09 | $171.6K |
| Sep 23, 2026 | BURDICK KEVIN L | See Remarks | TAX W/H | 1,270 | $90.09 | $114.4K |
| Sep 23, 2026 | Taylor Lyndon C | See Remarks | TAX W/H | 2,793 | $90.09 | $251.6K |
| Sep 23, 2026 | HULSE WALTER S III | See Remarks | TAX W/H | 3,174 | $90.09 | $285.9K |
| Sep 23, 2026 | HULSE WALTER S III | See Remarks | EXERCISE | 7,238 | — | — |
| Sep 23, 2026 | SPEARS MARY M | See Remarks | EXERCISE | 2,316 | — | — |
| Sep 23, 2026 | SPEARS MARY M | See Remarks | TAX W/H | 1,016 | $90.09 | $91.5K |
Congressional trades
OKE trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | ONEOK Inc | Mar 10, 2026(29d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | ONEOK Inc | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OKE.
Shares short
27,295,913
Settlement Sep 15, 2026
Change vs prior
+4.9%
Semi-monthly cycle
Days to cover
8.0
At avg daily volume
Of shares outstanding
≈4.3%
Estimate — not % of float
All OKE filing & press-release reports (8)
- PRESS-RELEASE reportAug 3, 2026
- PRESS-RELEASE reportJul 9, 2026
- DEFA14A reportMay 6, 2026
- PRESS-RELEASE reportApr 23, 2026
- PRESS-RELEASE reportApr 1, 2026
- PRESS-RELEASE reportMar 25, 2026
- PRESS-RELEASE reportMar 3, 2026
- INST-CLUSTER reportFeb 28, 2026