ONE Gas, Inc. $OGS Shares Sold by Vanguard Group Inc.

Key Points

• Vanguard trimmed its stake in ONE Gas by 0.8% in Q4 to 6,489,014 shares (about 10.82% of the company) as institutional investors now own roughly 88.71% of the stock.
• ONE Gas reported Q results with EPS $2.11 (missed by $0.02) and revenue of $831.7M (down 11.1% YoY and below estimates), and set FY 2026 guidance of EPS 4.83–4.95—in line with analyst forecasts around 4.8 EPS.
• The company declared a quarterly dividend of $0.68 (annualized $2.72, ~3.1% yield), while analysts’ consensus is a Moderate Buy with an average target of $89 (Truist at $99 coverage start).

Vanguard Group Inc. lessened its holdings in ONE Gas, Inc. (NYSE:OGS - Free Report) by 0.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,489,014 shares of the utilities provider's stock after selling 53,601 shares during the period. Vanguard Group Inc. owned about 10.82% of ONE Gas worth $501,276,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the business. Alliancebernstein L.P. grew its holdings in ONE Gas by 1,393.0% in the second quarter. Alliancebernstein L.P. now owns 1,597,487 shares of the utilities provider's stock valued at $114,795,000 after purchasing an additional 1,490,492 shares during the period. Squarepoint Ops LLC raised its stake in shares of ONE Gas by 187.1% during the 2nd quarter. Squarepoint Ops LLC now owns 550,521 shares of the utilities provider's stock worth $39,560,000 after buying an additional 358,779 shares during the period. Cubist Systematic Strategies LLC purchased a new position in shares of ONE Gas during the 2nd quarter valued at approximately $16,354,000. American Century Companies Inc. lifted its position in shares of ONE Gas by 5.6% during the 3rd quarter. American Century Companies Inc. now owns 3,816,387 shares of the utilities provider's stock valued at $308,899,000 after buying an additional 202,189 shares in the last quarter. Finally, Energy Income Partners LLC grew its stake in ONE Gas by 22.2% in the 3rd quarter. Energy Income Partners LLC now owns 846,247 shares of the utilities provider's stock valued at $68,495,000 after acquiring an additional 153,760 shares during the period. Institutional investors and hedge funds own 88.71% of the company's stock.

Analysts Set New Price Targets

OGS has been the subject of several recent analyst reports. Weiss Ratings raised shares of ONE Gas from a "hold (c+)" rating to a "buy (b-)" rating in a report on Monday, March 30th. Truist Financial began coverage on shares of ONE Gas in a research report on Monday, April 20th. They issued a "buy" rating and a $99.00 target price on the stock. Stifel Nicolaus boosted their target price on shares of ONE Gas from $88.00 to $90.00 and gave the stock a "hold" rating in a research note on Tuesday, February 24th. Finally, Morgan Stanley upped their price target on shares of ONE Gas from $84.00 to $86.00 and gave the stock an "equal weight" rating in a research report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $89.00.

Insider Buying and Selling

In other ONE Gas news, insider Brian F. Brumfield sold 1,000 shares of ONE Gas stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $86.44, for a total value of $86,440.00. Following the sale, the insider owned 2,246 shares in the company, valued at $194,144.24. The trade was a 30.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.92% of the stock is owned by corporate insiders.

ONE Gas Stock Down 2.4%

Shares of OGS opened at $86.69 on Wednesday. ONE Gas, Inc. has a 52-week low of $70.87 and a 52-week high of $90.78. The company has a market capitalization of $5.44 billion, a PE ratio of 19.57, a price-to-earnings-growth ratio of 2.97 and a beta of 0.72. The stock has a fifty day simple moving average of $87.32 and a two-hundred day simple moving average of $82.79. The company has a quick ratio of 0.48, a current ratio of 0.60 and a debt-to-equity ratio of 0.68.

ONE Gas (NYSE:OGS - Get Free Report) last posted its earnings results on Monday, May 4th. The utilities provider reported $2.11 earnings per share for the quarter, missing the consensus estimate of $2.13 by ($0.02). The firm had revenue of $831.71 million during the quarter, compared to analyst estimates of $969.36 million. ONE Gas had a net margin of 11.77% and a return on equity of 8.61%. The business's revenue for the quarter was down 11.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.99 earnings per share. ONE Gas has set its FY 2026 guidance at 4.830-4.950 EPS. As a group, equities analysts forecast that ONE Gas, Inc. will post 4.8 EPS for the current year.

ONE Gas Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 2nd. Shareholders of record on Monday, May 18th will be paid a dividend of $0.68 per share. The ex-dividend date of this dividend is Monday, May 18th. This represents a $2.72 annualized dividend and a yield of 3.1%. ONE Gas's dividend payout ratio (DPR) is 62.24%.

ONE Gas Company Profile

ONE Gas, Inc is a publicly traded natural gas utility company focused on the regulated distribution of natural gas to residential, commercial and industrial customers. Headquartered in Tulsa, Oklahoma, the company owns and operates an integrated system of transmission and distribution pipelines, storage facilities and compressor stations designed to deliver safe, reliable energy to end users. Its operations are governed by state utility commissions, which set rates and service standards in the markets the company serves.

The company's service territory spans three states: Oklahoma, Kansas and the Texas Panhandle.

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