ONE Gas, Inc.

ONE Gas, Inc.

OGSยทNYSE

$77.30

+0.65%
UtilitiesRegulated Gas

ONE Gas, Inc., together with its subsidiaries, operates as a regulated natural gas distribution utility company in the United States. The company operates through three divisions: Oklahoma Natural Gas, Kansas Gas Service, and Texas Gas Service. It provides natural gas distribution services to 2.2 million customers in three states. It serves residential, commercial, and transportation customers. As of December 31, 2021, it operated approximately 41,600 miles of distribution mains; and 2,400 miles of transmission pipelines, as well as had 51.4 billion cubic feet of natural gas storage capacity. ONE Gas, Inc. was founded in 1906 and is headquartered in Tulsa, Oklahoma.

At a Glance

Live Snapshot
Market Cap$4.85B
EPS4.3900
P/E Ratio17.61
Earnings Date08/04/2026
ogs

ONE Gas, Inc. Street Expectations Map

OGS ยท NYSE

Wall Street analysts project that OGS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 87.00, with estimates ranging from a low of 82.00 to a high of 95.00.

Lowest Target
82.00
6.08%
Consensus Target
87.00
12.55%
Highest Target
95.00
22.90%

The consensus 1-year price target stands at 87.00, with estimates ranging from a low of 82.00 to a high of 95.00.

Analyst Consensus Analysis

Upside Potential

+12.6%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

14.9% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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ONE Gas, Inc. Forward Estimates of Revenue

OGS ยท NYSE
Latest Revenue
2.43B
FY 2025
Avg Estimate
2.67B
FY 2026
Estimate Range
2.58B - 2.81B
Analyst Spread

Forward Growth Analysis

Projected Growth+9.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

ogs

ONE Gas, Inc. Forward Estimates of Net Income

OGS ยท NYSE
Latest Net Income
264.22M
FY 2025
Avg Estimate
268.18M
FY 2026
Estimate Range
264.72M - 271.63M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

ogs

ONE Gas, Inc. Forward Estimates of EPS

OGS ยท NYSE
Latest EPS
4.39
FY 2025
Avg Estimate
$4.71
FY 2026
Estimate Range
$4.64 - $4.76
Analyst Spread

Forward Growth Analysis

Projected Growth+7.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

ogs

ONE Gas, Inc. Forward Estimates of EBIT

OGS ยท NYSE
Latest EBIT
464.27M
FY 2025
Avg Estimate
458.00M
FY 2026
Estimate Range
443.34M - 481.81M
Analyst Spread

Forward Growth Analysis

Projected Growth-1.4%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

ogs

ONE Gas, Inc. Forward Estimates of EBITDA

OGS ยท NYSE
Latest EBITDA
781.52M
FY 2025
Avg Estimate
773.24M
FY 2026
Estimate Range
748.49M - 813.45M
Analyst Spread

Forward Growth Analysis

Projected Growth-1.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

ogs

ONE Gas, Inc. Forward Estimates of SG&A Expense

OGS ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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ONE Gas, Inc. Insider Positioning

OGS ยท NYSE

During the last 12 months, insiders have sold $396K worth of OGS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

1.9K

159.83K

Net Activity

-160K

-$160K

6-9 Months

Bought

0

0.00

Sold

3.0K

236.57K

Net Activity

-237K

-$237K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
HMG

Hutchinson Michael G

Director

3.0K sharesโ€ข1 transactions

$237K

2
BBF

Brumfield Brian F.

Officer: See Remarks

1.0K sharesโ€ข1 transactions

$86K

3
REA

Rodriguez Eduardo A

Director

850 sharesโ€ข1 transactions

$73K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $396K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.