ONE Gas, Inc.
OGS
NYSE·Utilities·Regulated Gas·Mkt cap $5.0B
$79.86
▼ -0.84%
P/E
42.94
Mkt Cap
$5.0B
52-Wk Range
$74.06–$90.78
52-Week Range
$74.06 - $90.78
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 7.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Regulated monopoly utility with protected service territories in three states
- Essential infrastructure serving 2.2 million customers with stable, predictable demand
- Extensive pipeline network (41,600 miles of distribution mains) creating high barriers to entry
- Significant natural gas storage capacity (51.4 billion cubic feet) ensuring operational reliability
- Established market presence since 1906 with deep regional roots and customer relationships
Bear Case
1 risk
- Low volatility (beta 0.7).
Growth
Stable outlook
Population and economic growth in Oklahoma, Kansas, and Texas service territories
Value
Attractively priced below Gas Utilities peer average
Momentum
Stable
+4.8% over 3m
Quality
Excellent
Solid business
Dividend
Solid
3.39% yield
Smart-money signal
Who's buying OGS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 2, 2026
AUG 4, 2026
Reported EPS of $0.82 vs $0.63 consensus (+29.3% surprise). Revenue of $411.6M vs $410.3M expected (+0.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+29.3%
Revenue trend · last 8Q
—
+4%
+23%
+20%
+11%
+9%
-11%
-3%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$340.4M
$630.7M
$935.2M
$423.7M
$379.1M
$689.4M
$831.7M
$411.6M
Margins · last 8Q
Gross
78.1%
Operating
20.1%
Profit
11.4%
Wall Street consensus
3 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
33%
Sell
0%
Median Price Target
—
Latest: BTIG · Jul 23, 2026
vs Industry
How OGS stacks vs Regulated Gas
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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