ONE Gas, Inc. (NYSE:OGS) Receives $85.86 Consensus PT from Analysts

Shares of ONE Gas, Inc. (NYSE:OGS) have been assigned an average recommendation of “Hold” from the nine analysts that are presently covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, four have given a hold recommendation and four have assigned a buy recommendation to the company. The average 12-month target price among brokers that have covered the stock in the last year is $85.8571.

Several analysts recently issued reports on the stock. Bank of America upped their price target on shares of ONE Gas from $90.00 to $92.00 and gave the company a “buy” rating in a report on Thursday, December 4th. Mizuho upped their price target on shares of ONE Gas from $87.00 to $90.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. UBS Group reduced their price objective on shares of ONE Gas from $86.00 to $83.00 and set a “neutral” rating for the company in a research report on Wednesday, December 17th. Morgan Stanley reaffirmed an “underperform” rating and issued a $75.00 price objective on shares of ONE Gas in a research note on Thursday, November 20th. Finally, Weiss Ratings lowered shares of ONE Gas from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 5th.

ONE Gas Trading Up 1.0%

NYSE OGS opened at $78.70 on Thursday. The firm has a market capitalization of $4.72 billion, a price-to-earnings ratio of 18.35, a PEG ratio of 2.51 and a beta of 0.81. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.33 and a current ratio of 0.47. ONE Gas has a one year low of $68.19 and a one year high of $83.96. The company’s 50 day moving average price is $79.20 and its 200 day moving average price is $77.65.

ONE Gas (NYSE:OGS) last released its quarterly earnings data on Monday, November 3rd. The utilities provider reported $0.44 EPS for the quarter, meeting the consensus estimate of $0.44. ONE Gas had a return on equity of 8.06% and a net margin of 10.76%.The company had revenue of $379.13 million for the quarter, compared to analyst estimates of $404.19 million. During the same period last year, the company posted $0.34 earnings per share. The firm’s revenue was up 11.4% compared to the same quarter last year. ONE Gas has set its FY 2025 guidance at 4.340-4.400 EPS. On average, sell-side analysts predict that ONE Gas will post 4.26 EPS for the current year.

ONE Gas Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Friday, November 14th were paid a dividend of $0.67 per share. The ex-dividend date of this dividend was Friday, November 14th. This represents a $2.68 annualized dividend and a dividend yield of 3.4%. ONE Gas’s dividend payout ratio (DPR) is currently 62.47%.

Institutional Investors Weigh In On ONE Gas

Several hedge funds have recently modified their holdings of the stock. American Century Companies Inc. raised its holdings in 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 worth $308,899,000 after buying an additional 202,189 shares during the period. Alliancebernstein L.P. raised its holdings in shares of ONE Gas by 6.9% during the third quarter. Alliancebernstein L.P. now owns 1,707,792 shares of the utilities provider’s stock valued at $138,229,000 after acquiring an additional 110,305 shares during the period. Geode Capital Management LLC lifted its position in shares of ONE Gas by 6.0% in the 2nd quarter. Geode Capital Management LLC now owns 1,478,961 shares of the utilities provider’s stock valued at $106,290,000 after acquiring an additional 84,296 shares in the last quarter. Boston Trust Walden Corp boosted its stake in ONE Gas by 1.7% in the 2nd quarter. Boston Trust Walden Corp now owns 1,070,858 shares of the utilities provider’s stock worth $76,952,000 after purchasing an additional 18,180 shares during the period. Finally, Energy Income Partners LLC grew its position in ONE Gas by 22.2% during the 3rd quarter. Energy Income Partners LLC now owns 846,247 shares of the utilities provider’s stock worth $68,495,000 after purchasing an additional 153,760 shares in the last quarter. 88.71% of the stock is owned by hedge funds and other institutional investors.

ONE Gas News Roundup

Here are the key news stories impacting ONE Gas this week:

• Positive Sentiment: Zacks raised several 2026 quarterly estimates — Q1 2026 to $2.07 (from $2.01), Q3 2026 to $0.47 (from $0.45), and Q4 2026 to $1.44 (from $1.43) — suggesting slightly stronger late‑2025 / early‑2026 earnings expectations. MarketBeat OGS
• Neutral Sentiment: Analysts’ consensus remains an average “Hold” rating on OGS, reflecting no clear bullish or bearish tilt from the analyst community. ONE Gas Receives Average Rating of Hold
• Negative Sentiment: Zacks trimmed several forward estimates: Q2 2026 to $0.71 (from $0.77), Q1 2027 to $2.19 (from $2.23), Q3 2027 to $0.48 (from $0.52) and cut FY2027 slightly to $4.90 (from $4.92). These modest downward revisions and the small FY2027 cut may weigh on sentiment by lowering multi‑quarter visibility into earnings. MarketBeat OGS

About ONE Gas

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.