ONEOK Inc. (OKE) reported fourth-quarter 2025 revenue of $9.1 billion, up 29.5% year-over-year, and net income attributable to common shareholders of $1.95 billion, an increase of 111.7% year-over-year.
Operating profit declined slightly to $1.53 billion (-2.3% YoY) while cost of sales rose to $6.4 billion (+42.26% YoY), reflecting higher input or commodity-related expenses during the quarter.
Compared with expectations, revenue was slightly below the consensus estimate of $9.09 billion, while diluted EPS of $1.55 came in marginally above the estimate of $1.53.
Following the release, ONEOK Inc. (OKE) shares moved, with the stock down 2.44% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
ONEOK Inc. Insider Trading Activity
ONEOK Inc. insiders have traded $OKE stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $OKE stock by insiders over the last 6 months:
- BRIAN L DERKSEN purchased 2,500 shares for an estimated $165,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ONEOK Inc. Hedge Fund Activity
We have seen 750 institutional investors add shares of ONEOK Inc. stock to their portfolio, and 772 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 12,062,884 shares (-76.6%) from their portfolio in Q4 2025, for an estimated $886,621,974
- CAPITAL INTERNATIONAL INVESTORS added 7,979,597 shares (+inf%) to their portfolio in Q4 2025, for an estimated $586,500,379
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC added 3,596,089 shares (+46.3%) to their portfolio in Q4 2025, for an estimated $264,312,541
- UBS GROUP AG added 2,438,063 shares (+38.4%) to their portfolio in Q4 2025, for an estimated $179,197,630
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,817,040 shares (-91.9%) from their portfolio in Q4 2025, for an estimated $133,552,440
- DANSKE BANK A/S added 1,691,433 shares (+inf%) to their portfolio in Q4 2025, for an estimated $124,320,325
- DEUTSCHE BANK AG\ removed 1,459,568 shares (-25.9%) from their portfolio in Q4 2025, for an estimated $107,278,248
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ONEOK Inc. Congressional Stock Trading
Members of Congress have traded $OKE stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $OKE stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/18 and 1 sale worth up to $15,000 on 01/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ONEOK Inc. Analyst Ratings
Wall Street analysts have issued reports on $OKE in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Outperform" rating on 11/04/2025
- Citigroup issued a "Buy" rating on 10/31/2025
- Raymond James issued a "Outperform" rating on 10/24/2025
To track analyst ratings and price targets for ONEOK Inc., check out Quiver Quantitative's $OKE forecast page.
ONEOK Inc. Price Targets
Multiple analysts have issued price targets for $OKE recently. We have seen 11 analysts offer price targets for $OKE in the last 6 months, with a median target of $82.0.
Here are some recent targets:
- Jeremy Tonet from JP Morgan set a target price of $83.0 on 01/27/2026
- Brian Reynolds from UBS set a target price of $103.0 on 01/22/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $80.0 on 01/20/2026
- Theresa Chen from Barclays set a target price of $76.0 on 01/15/2026
- Brandon Bingham from Scotiabank set a target price of $87.0 on 11/04/2025
- Spiro Dounis from Citigroup set a target price of $95.0 on 10/31/2025
- Michael Blum from Wells Fargo set a target price of $82.0 on 10/30/2025
