KNTK Earnings
Wednesday, May 06 2026
EPS Estimate
$0.24
$0.24 – $0.24
Revenue Estimate
$403M
Current Price
$46.52
Our Position
bullishKinetik exploring sale after Western Midstream approach
structured data
est. revisions rising
(+18.9pp / 30d)
A formal sale process dramatically increases the likelihood of a deal — midstream assets are highly coveted by infrastructure funds and strategic players seeking contracted cash flows. Given Occidental's ownership stake in Western Midstream (roughly one-third), an Oxy-backed buyer has insider knowledge and strategic rationale, raising the bar for competing bids.
Watch: Monitor filing announcements of a formal sales advisor engagement or management comments on deal timeline. Competing bids from other infrastructure funds or strategic players will determine final valuation — a multi-bidder process typically yields 10-20% premiums to the initial offer.
Data Signal Summary
2 bullish
2 bearish
Estimates up +4%
Insider selling cluster
Put/call 0.4 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.8%
P/E Ratio
17.9
Est. Revisions (30d)
+3.5% 1up/0dn
Analyst Target (mean)
$50 $46–$55 +8%
Options P/C Ratio
0.44
Est. Dispersion
0% 1 analysts
Insider Cluster
strong sell
Fund Convergence
moderate Citadel, D.E. Shaw
Recent Activity
insider trades
60 transactions
Award
·
SUGG LAURA A (Director)
·3,488 shares
Award
·
ORDEMANN WILLIAM (Director)
·3,488 shares
Award
·
MCCARTHY KEVIN S (Director)
·3,488 shares
Other
·
ISQ GLOBAL FUND II GP LLC (Beneficial Owner of more than 10% of a Class of Security)
·1,500,000 shares
Sell
·
ELLIS LINDSAY (General Counsel)
·1,260 shares
·$59,119
55 more
Sell
·
WALL MATTHEW JOHN
·3,222 shr
·$151,176
Sell
·
HOWARD TREVOR
·1,619 shr
·$75,963
Sell
·
STELLATO STEVEN M
·2,907 shr
·$136,396
Award
·
ELLIS LINDSAY
·5,072 shr
Award
·
WALL MATTHEW JOHN
·8,030 shr
Award
·
HOWARD TREVOR
·6,521 shr
Award
·
WELCH JAMIE
·16,101 shr
Award
·
STELLATO STEVEN M
·7,245 shr
Sell
·
ISQ GLOBAL FUND II GP LLC
·4,000,000 shr
·$179,400,000
Other
·
ISQ GLOBAL FUND II GP LLC
·4,000,000 shr
Award
·
ELLIS LINDSAY
·10,676 shr
Award
·
WALL MATTHEW JOHN
·26,010 shr
Award
·
HOWARD TREVOR
·19,606 shr
Award
·
WELCH JAMIE
·58,084 shr
Award
·
STELLATO STEVEN M
·20,226 shr
Award
·
ELLIS LINDSAY
·3,020 shr
Award
·
WALL MATTHEW JOHN
·3,776 shr
Sell
·
WALL MATTHEW JOHN
·8,083 shr
·$291,392
Award
·
BYERS DEBORAH L
·4,171 shr
Award
·
HOWARD TREVOR
·3,236 shr
Award
·
WELCH JAMIE
·23,016 shr
Award
·
STELLATO STEVEN M
·3,596 shr
Buy
·
WELCH JAMIE
·8,000 shr
·$276,560
Sell
·
ISQ GLOBAL FUND II GP LLC
·4,262,090 shr
·$188,213,894
Other
·
ISQ GLOBAL FUND II GP LLC
·4,262,090 shr
Award
·
BYERS DEBORAH L
·6,127 shr
Award
·
LELAND D MARK
·5,478 shr
Award
·
ORDEMANN WILLIAM
·5,478 shr
Award
·
MCCARTHY KEVIN S
·5,863 shr
Award
·
SUGG LAURA A
·5,695 shr
Award
·
ELLIS LINDSAY
·2,766 shr
Award
·
WALL MATTHEW JOHN
·4,323 shr
Award
·
HOWARD TREVOR
·2,964 shr
Award
·
WELCH JAMIE
·13,175 shr
Award
·
STELLATO STEVEN M
·4,117 shr
Sell
·
ISQ GLOBAL FUND II GP LLC
·1,702,101 shr
·$89,632,639
Other
·
ISQ GLOBAL FUND II GP LLC
·657,582 shr
Award
·
ELLIS LINDSAY
·11,079 shr
Award
·
PSENCIK ANNE
·16,498 shr
Award
·
WALL MATTHEW JOHN
·21,675 shr
Award
·
HOWARD TREVOR
·19,850 shr
Award
·
WELCH JAMIE
·39,357 shr
Award
·
STELLATO STEVEN M
·20,031 shr
Sell
·
ISQ GLOBAL FUND II GP LLC
·3,952,431 shr
·$219,873,737
Award
·
PSENCIK ANNE
·7,073 shr
Award
·
WALL MATTHEW JOHN
·7,531 shr
Award
·
HOWARD TREVOR
·5,821 shr
Award
·
WELCH JAMIE
·16,009 shr
Award
·
CARPENTER TODD D.
·7,073 shr
Award
·
STELLATO STEVEN M
·7,285 shr
Other
·
ISQ GLOBAL FUND II GP LLC
·234 shr
Other
·
WELCH JAMIE
·3 shr
Other
·
BLACKSTONE HOLDINGS III, L.P.
·559 shr
Award
·
BYERS DEBORAH L
·3,488 shr
Award
·
LELAND D MARK
·3,488 shr
analyst ratings
2 ratings
RBC Capital
→Outperform
5d ago
Jefferies
→Hold
6d ago
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