Natural Gas Distribution · SIC 4924

ONE Gas, Inc.

OGS

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Latest revenue

as of

Latest net income

as of

Net margin

as of

Price · 5Y

+5.7% / yr 8.0 pts / yr vs S&P 500 32.0% total
Compare:

Live market

delayed ≤15 min
$82.50
0.18%
Market cap
$5.18B
Enterprise value
$5.18B
P/E (trailing)
19.6×
Forward P/E
P/B
Dividend yield
3.3%
52-wk high
$90.78
52-wk low
$70.87
Beta
Shares out
62.8M

5-year trend

What this company does

AI

ITEM 1. BUSINESS OUR BUSINESS ONE Gas, Inc. is incorporated under the laws of the state of Oklahoma. Our common stock is listed on the NYSE under the trading symbol “OGS,” and is included in the S&P MidCap 400 Index. We are a 100-percent regulated natural gas distribution utility, headquartered in Tulsa, Oklahoma, and one of the largest publicly traded natural gas utilities in the United States. We are the successor to the company founded in 1906 as Oklahoma Natural Gas Company, which became ONEOK, Inc. (NYSE: OKE) in 1980. On January 31, 2014, ONE Gas officially separated from ONEOK, Inc. We provide natural gas distribution services to approximately 2.3 million customers and are the…

AI summary unavailable — showing raw filing excerpt

Generated from OGS's filing dated 2024-02-22

Key risks

AI

Table of Contents ITEM 1A. RISK FACTORS Our investors should consider the following risks that could affect us and our business. Although we believe we have discussed the key factors, our investors need to be aware that other risks may prove to be important in the future. New risks may emerge at any time, and we cannot predict such risks or estimate the extent to which they may affect our financial performance. Investors should carefully consider the following discussion of risks and the other information included or incorporated by reference in this Annual Report, including Forward-Looking Statements, which are included in Part II, Item 7, Management’s Discussion and Analysis of Financial…

AI summary unavailable — showing raw filing excerpt

Generated from OGS's filing dated 2024-02-22

Profitability

Operating margin

13.6%

20.9%

Net margin

8.6%

24.6%

Return on equity

7.7%

7.0%

Return on assets

3.0%

12.8%

Leverage

Debt / equity

1.57×

8.2%

Long-term debt / equity

0.68×

10.9%

Debt / assets

61.1%

3.2%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$128.7M+7.7%

Q4 2025

2025-12-31

$86.3M+12.1%

Q3 2025

2025-09-30

$26.5M+37.4%

Q2 2025

2025-06-30

$32.0M+17.6%

Q1 2025

2025-03-31

$119.4M+20.2%

Q4 2024

2024-12-31

$77.0M

Q3 2024

2024-09-30

$19.3M-23.5%

Q2 2024

2024-06-30

$27.2M-16.7%

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

Natural Gas Distribution · SIC 4924

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Insider activity

Insider buying

$0

Insider selling

$396.4K

Net activity

−$396.4K

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-06

Eduardo A Rodriguez

Director

Sale850$86.34$73.4K
2026-02-24

Brian F. Brumfield

Vice President, Chief Accounting Officer and Controller

Sale1,000$86.44$86.4K

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 OGS

Institutional value

$2.37B

Total shares held

27.8M

Distinct holders

270

-106 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
1BlackRock, Inc.9.1M$785.1M+345.2K (+3.9%)Added
2VANGUARD PORTFOLIO MANAGEMENT LLC3.6M$309.2MNew
3VANGUARD CAPITAL MANAGEMENT LLC2.8M$239.1MNew
4Boston Trust Walden Corp1.1M$93.6M-17.5K (-1.6%)Trimmed
5DIMENSIONAL FUND ADVISORS LP1.0M$87.1M+2.1K (+0.2%)Added
6Bank of New York Mellon Corp763.9K$65.8M+16.7K (+2.2%)Added
7FRANKLIN RESOURCES INC720.2K$62.0M+1.9K (+0.3%)Added
8Nuveen, LLC705.3K$60.8M-71.2K (-9.2%)Trimmed
9DUFF & PHELPS INVESTMENT MANAGEMENT CO576.0K$49.6M+0 (+0.0%)No change
10FIRST TRUST ADVISORS LP552.4K$47.6M-45.2K (-7.6%)Trimmed
11JPMORGAN CHASE & CO428.7K$36.9M-181.3K (-29.7%)Trimmed
12ProShare Advisors LLC411.2K$35.4M-79.7K (-16.2%)Trimmed
13VANGUARD FIDUCIARY TRUST CO391.4K$33.7MNew
14DEUTSCHE BANK AG\373.7K$32.2M+16.7K (+4.7%)Added
15Invesco Ltd.302.5K$26.1M+16.0K (+5.6%)Added
16Legal & General Group Plc288.9K$24.9M-23.8K (-7.6%)Trimmed
17UBS Group AG222.0K$19.1M-32.3K (-12.7%)Trimmed
18RHUMBLINE ADVISERS201.8K$17.4M+680 (+0.3%)Added
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC189.9K$16.4M+2.5K (+1.4%)Added
20Retirement Systems of Alabama182.9K$15.8MNew

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 OGS's latest filing finishes processing.