Analysis: ONEOK, Inc.

US:OKE

Why is ONEOK, Inc. stock rising?

  • ONEOK raised its 2026 earnings guidance for a second time, increasing adjusted EBITDA midpoint to $8.35 billion and net income midpoint to $3.6 billion.
  • The Denver-area refined products expansion entered service in August 2026, adding 35,000 barrels per day of capacity and a direct jet fuel connection to Denver International Airport.
  • ONEOK upsized its Bighorn Permian processing plant to 400 million cubic feet per day from 300 million cubic feet per day, with completion still expected in mid-2027.
  • ONEOK began construction of the 120 million cubic feet per day Cutter 2 processing plant in the Powder River Basin, expected online in the first quarter of 2028.
  • Phase 1 of the Medford fractionation project remains on track for completion in the fourth quarter of 2026, adding Mid-Continent NGL fractionation capacity.

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