ONE Gas (NYSE:OGS) Insider Sells $86,440.00 in Stock

February 26, 2026 by InsiderTrades.com

Key Points

Insider sale: Director Brian Brumfield sold 1,000 ONE Gas shares on Feb. 24 at $86.44 each for $86,440, reducing his stake by 30.81% to 2,246 shares.
Quarterly results and dividend: ONE Gas reported $1.48 EPS (above the $1.42 estimate) but revenue of $689.37M missed the $990.44M consensus, set FY2026 guidance of $4.83–$4.95 EPS, and raised its quarterly dividend to $0.68 (annual $2.72, ~3.2% yield).
Market view: The stock trades near its 1‑year high (recently $86.06 vs a $86.79 high), carries a market cap of ~$5.39B and a P/E of 19.7, and has a consensus analyst rating of “Hold” with a target of $86.88.

ONE Gas, Inc. (NYSE:OGS - Get Free Report) insider Brian Brumfield sold 1,000 shares of ONE Gas stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $86.44, for a total value of $86,440.00. Following the completion of the transaction, the insider owned 2,246 shares of the company's stock, valued at approximately $194,144.24. This trade represents a 30.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link.

ONE Gas Stock Performance

Shares of NYSE:OGS traded up $0.29 on Thursday, hitting $86.06. 92,810 shares of the company were exchanged, compared to its average volume of 455,944. The firm has a market capitalization of $5.39 billion, a P/E ratio of 19.70, a price-to-earnings-growth ratio of 2.23 and a beta of 0.81. The company has a current ratio of 0.60, a quick ratio of 0.48 and a debt-to-equity ratio of 0.68. ONE Gas, Inc. has a 1-year low of $69.75 and a 1-year high of $86.79. The stock's 50 day moving average price is $80.06 and its 200 day moving average price is $79.36.

ONE Gas (NYSE:OGS - Get Free Report) last released its quarterly earnings data on Wednesday, February 18th. The utilities provider reported $1.48 EPS for the quarter, beating the consensus estimate of $1.42 by $0.06. The business had revenue of $689.37 million for the quarter, compared to the consensus estimate of $990.44 million. ONE Gas had a net margin of 10.89% and a return on equity of 8.24%. The business's revenue for the quarter was up 9.3% on a year-over-year basis. During the same period in the prior year, the firm earned $1.34 EPS. ONE Gas has set its FY 2026 guidance at 4.830-4.950 EPS. Sell-side analysts predict that ONE Gas, Inc. will post 4.26 EPS for the current year.

ONE Gas Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Friday, February 20th will be issued a $0.68 dividend. The ex-dividend date of this dividend is Friday, February 20th. This is a boost from ONE Gas's previous quarterly dividend of $0.67. This represents a $2.72 dividend on an annualized basis and a yield of 3.2%. ONE Gas's dividend payout ratio is presently 62.24%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Morgan Stanley set a $79.00 price target on shares of ONE Gas in a report on Friday, February 20th. Stifel Nicolaus upped their target price on shares of ONE Gas from $88.00 to $90.00 and gave the company a "hold" rating in a report on Tuesday. Weiss Ratings cut shares of ONE Gas from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Monday, January 5th. Bank of America lifted their target price 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. Finally, UBS Group dropped 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 note on Wednesday, December 17th. Four analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, ONE Gas has a consensus rating of "Hold" and a consensus target price of $86.88.

Read Our Latest Research Report on ONE Gas

Hedge Funds Weigh In On ONE Gas

A number of hedge funds have recently modified their holdings of OGS. American Century Companies Inc. grew its stake in ONE Gas by 5.6% during the third 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 last quarter. Alliancebernstein L.P. increased its stake in shares of ONE Gas by 6.9% in the third quarter. Alliancebernstein L.P. now owns 1,707,792 shares of the utilities provider's stock valued at $138,229,000 after buying an additional 110,305 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of ONE Gas by 6.0% during the second quarter. Geode Capital Management LLC now owns 1,478,961 shares of the utilities provider's stock worth $106,290,000 after purchasing an additional 84,296 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of ONE Gas by 37.4% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,398,440 shares of the utilities provider's stock valued at $108,029,000 after purchasing an additional 380,668 shares during the last quarter. Finally, Boston Trust Walden Corp lifted its holdings in ONE Gas by 5.3% during the fourth quarter. Boston Trust Walden Corp now owns 1,103,732 shares of the utilities provider's stock worth $85,263,000 after acquiring an additional 55,507 shares in the last quarter. 88.71% of the stock is owned by institutional investors and hedge funds.

ONE Gas Company Profile

(Get Free Report)

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.