Crude Petroleum & Natural Gas · SIC 1311

Hess Midstream LP

HESM

Watch

Latest revenue

$388.7M

as of 2026-03-31

Latest net income

$87.6M

as of 2026-03-31

Net margin

22.5%

as of 2026-03-31

Price · 5Y

+18.8% / yr 5.0 pts / yr vs S&P 500 135.5% total
Compare:

Live market

delayed ≤15 min
$40.68
2.24%
Market cap
$5.22B
Enterprise value
$5.22B
P/E (trailing)
14.8×
Forward P/E
P/B
Dividend yield
7.5%
52-wk high
$44.14
52-wk low
$31.63
Beta
Shares out
128.4M

5-year trend

What this company does

AI

ITEMS 1 and 2. BUSINESS AND PROPERTIES Overview We are a fee-based, growth-oriented, limited partnership that owns, operates, develops and acquires a diverse set of midstream assets and provides fee-based services to Hess Corporation (“Hess”) and third-party customers. We are managed and controlled by Hess Midstream GP LLC (“GP LLC”), the general partner of our general partner. Our assets are primarily located in the Bakken and Three Forks shale plays in the Williston Basin area of North Dakota, which we collectively refer to as the Bakken and which is one of the most prolific crude oil producing basins in North America. Hess dedicated substantially all of its existing and future owned or…

AI summary unavailable — showing raw filing excerpt

Generated from HESM's filing dated 2024-02-29

Key risks

AI

ITEM 1A. RISK FACTORS Our business activities and the value of our securities are subject to a variety of risks. The following disclosures reflect our beliefs and opinions as to factors that could materially and adversely affect us in the future. References to past events are provided by way of example only and are not intended to be a complete listing or a representation as to whether or not such factors have occurred in the past or their likelihood of occurring in the future. Risk Factors Summary Risks Related to Our Relationship with Chevron •We are substantially dependent on Chevron and subject to many of the same risks facing Chevron. •Chevron may suspend, reduce or terminate its…

AI summary unavailable — showing raw filing excerpt

Generated from HESM's filing dated 2024-02-29

Profitability

Operating margin

62.2%

1.2%

Net margin

21.8%

45.9%

Return on assets

8.0%

49.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$388.7M+2.0%$87.6M+22.3%22.5%

Q4 2025

2025-12-31

$407.2M+2.2%$93.3M+32.5%22.9%

Q3 2025

2025-09-30

$419.6M+11.1%$97.7M+66.7%23.3%

Q2 2025

2025-06-30

$413.5M+13.4%$90.3M+82.4%21.8%

Q1 2025

2025-03-31

$381.0M+7.4%$71.6M+60.5%18.8%

Q4 2024

2024-12-31

$398.6M$70.4M17.7%

Q3 2024

2024-09-30

$377.6M+4.5%$58.6M+66.0%15.5%

Q2 2024

2024-06-30

$364.6M+13.3%$49.5M+97.2%13.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Crude Petroleum & Natural Gas · SIC 1311

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Insider activity

Insider buying

$0

Insider selling

$556.5M

Net activity

−$556.5M

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2025-08-12

John A. Gatling

President and COO

Sale62,457$41.59$2.6M
2025-06-09

Geurt G Schoonman

Director

Sale3,249$39.10$127.1K
2025-05-30

BlackRock Portfolio Management LLC

10%+ owner

Sale15,022,517$36.86$553.7M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns HESM

Institutional value

$2.54B

Total shares held

65.6M

Distinct holders

170

-97 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1ALPS ADVISORS INC30.9M$1.20B+577.1K (+1.9%)Added
2Invesco Ltd.7.2M$279.2M+563.1K (+8.5%)Added
3Bank of New York Mellon Corp3.8M$145.8M+1.5M (+67.5%)Added
4TD ASSET MANAGEMENT INC2.2M$85.6M-425.3K (-16.2%)Trimmed
5UBS Group AG2.0M$76.3M-74.2K (-3.6%)Trimmed
6JPMORGAN CHASE & CO1.8M$72.7M+102.4K (+5.9%)Added
7Clearbridge Investments, LLC1.7M$66.4M+62.4K (+3.8%)Added
8CI INVESTMENTS INC.1.6M$60.3M-20.4K (-1.3%)Trimmed
9KAYNE ANDERSON CAPITAL ADVISORS LP1.5M$58.7M-134.5K (-8.2%)Trimmed
10MILLER HOWARD INVESTMENTS INC /NY1.5M$58.0M+45.6K (+3.2%)Added
11Fractal Investments LLC1.2M$46.1M+0 (+0.0%)No change
12FIRST TRUST ADVISORS LP959.3K$37.3M+248.0K (+34.9%)Added
13BlackRock, Inc.892.0K$34.7M+18.9K (+2.2%)Added
14CIBC Bancorp USA Inc.779.3K$30.3MNew
15VANGUARD PORTFOLIO MANAGEMENT LLC725.6K$28.2MNew
16LONGFELLOW INVESTMENT MANAGEMENT CO LLC570.2K$22.2M+45.0K (+8.6%)Added
17Allianz Asset Management GmbH415.9K$16.2M+955 (+0.2%)Added
18JENNISON ASSOCIATES LLC367.7K$14.3M+16.1K (+4.6%)Added
19Swiss National Bank243.3K$9.5M-2.3K (-0.9%)Trimmed
20NORDEA INVESTMENT MANAGEMENT AB232.8K$9.2M-9.8K (-4.1%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once HESM's latest filing finishes processing.