ONEOK (OKE) earnings for the quarter ended September 2026: EPS beats estimates
ONEOK reported results for the quarter ended September 2026 on October 27, 2026. Adjusted earnings per share came in at $2.13 against the analysts’ average forecast of $1.50, a beat of 42.0%.
Revenue for the quarter was $12.46 billion, up 44.3% from $8.63 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 1.9% on the first trading day after the report.
The last four quarters
ONEOK has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $2.13 | $1.50 | +42.0% | +44% | −1.9% |
| Jun 2026 | $1.53 | $1.46 | +4.8% | +53% | −3.5% |
| Mar 2026 | $1.23 | $1.30 | −5.7% | +20% | +1.8% |
| Dec 2025 | $1.55 | $1.49 | +3.9% | +29% | −5.1% |
What comes next
Analysts expect EPS of $1.47 for the next quarter on average and $6.39 for the fiscal year ending December 31, 2026.
The average analyst price target is $102.33, 14% above the current price of $89.75.
Valuation and score
ONEOK scores 3.0 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 13.9, and its intrinsic value under moderate assumptions is about 33% below the current market value. Full ONEOK analysis with 10 years of financials
Frequently asked questions
What was ONEOK’s EPS for the quarter ended September 2026?
$2.13 adjusted per share, against an analyst consensus of $1.50.
How much revenue did ONEOK report?
$12.46 billion, up 44.3% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.