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Close of Nov 06, 2026 · end-of-day data
OKE 8-K filings in 2026
Every material Form 8-K Oneok filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ONEOK reported higher third-quarter 2026 results, featuring net income attributable to the company of $1.35 billion and adjusted EBITDA of $2.24 billion, supported by record volumes in the Permian Basin. Driven by this strong performance, management increased its full-year 2026 financial guidance, raising net income to a midpoint of $4.18 billion and adjusted EBITDA to a midpoint of $8.55 billion. Shareholders also benefit from a quarterly dividend of $1.07 per share declared in October 2026.
Net income attributable to ONEOK reached $1.35 billion, or $2.13 per diluted share, for the quarter ended September 30, 2026.
Adjusted EBITDA for the third quarter rose 6% to $2.24 billion compared with the same period in 2025.
Full-year 2026 net income guidance was increased to a midpoint of $4.18 billion, and adjusted EBITDA guidance was raised to a midpoint of $8.55 billion.
The company declared a quarterly dividend of $1.07 per share in October 2026.
ONEOK, L.L.C. (OpCo) said holders validly tendered enough notes by the September 14, 2026 early deadline to reach its $2 billion maximum, and it expects to accept and pay for $2 billion of principal on September 17, 2026. Notes in series 15 through 20 will not be purchased, and OpCo does not expect to accept tenders made after the early deadline. The filing also amends a $1 billion equity distribution agreement to reflect the company's post-reorganization structure, which is an administrative update to the existing share sale program.
OpCo expects to accept $2 billion aggregate principal amount of notes, with settlement expected September 17, 2026
Early Tender Consideration per $1,000 principal ranged from $707.44 (3.950% notes due 2050) to $955.41 (3.400% notes due 2029); late tenders receive $50 less
Series 14 (5.700% notes due 2054) was partially accepted, with $79.76 million of $862.3 million tendered; series 15 through 20 receive no acceptances
Amendment No. 1 dated September 15, 2026 updates the $1 billion equity distribution agreement with BofA Securities and ONEOK assumed Legacy ONEOK's obligations
ONEOK agreed to acquire Brazos Midstream's Permian Midland Basin assets for $4.425 billion in cash and signed a contribution agreement with an Apollo affiliate for a $9 billion minority equity investment. ONEOK says the deal reduces debt by about $5 billion and lowers expected pro forma 2027 leverage to about 3.25 times debt-to-EBITDA, but the Apollo investment carries a Class B return and distribution rights that will affect cash flow available to common shareholders.
Brazos Midland acquisition for $4.425 billion in cash, expected to close in the fourth quarter of 2026, subject to Hart-Scott-Rodino clearance.
Apollo investment of $9 billion for a Class B interest in ONEOK Holdings, with a 7.0% IRR cap for the first nine years; expected to close in the first half of September 2026.
About $5 billion of debt to be extinguished, with a tender offer capped at $2 billion, an early tender deadline of September 14, 2026 and an expiration of September 29, 2026.
ONEOK reported second-quarter 2026 net income of $967 million, up 13% from a year earlier, and diluted earnings of $1.53 per share, up from $1.34. The company also increased its 2026 guidance for net income, earnings per share and adjusted EBITDA, its second guidance increase this year.
Q2 2026 adjusted EBITDA was $2.12 billion, up 7% from $1.98 billion in Q2 2025.
2026 net income guidance was raised to a range of $3.41 billion to $3.79 billion; adjusted EBITDA guidance to $8.2 billion to $8.5 billion.
Diluted EPS guidance midpoint was raised to $5.68; 2026 capital expenditure guidance of about $2.7 billion to $3.2 billion was unchanged.
In July 2026 the company declared a quarterly dividend of $1.07 per share, or $4.28 annualized.
ONEOK reported first-quarter 2026 net income of $776 million, up 12% from a year earlier, and diluted earnings of $1.23 per share. The company also raised its 2026 guidance, with adjusted EBITDA now expected between $8.0 billion and $8.5 billion, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2026 net income rose 12% to $776 million; diluted EPS was $1.23, versus $1.04 a year earlier
Q1 2026 adjusted EBITDA rose 13% to $2.0 billion
2026 net income guidance raised to a range of $3.21 billion to $3.79 billion; adjusted EBITDA guidance raised to $8.0 billion to $8.5 billion
Q1 2026 results include a $60 million noncash impairment of a joint-venture investment, or 7 cents per diluted share
ONEOK said directors Pattye L. Moore and Gerald B. Smith will not stand for re-election, and both terms end at the 2026 annual meeting on May 20, 2026. Moore chose to retire, and Smith is retiring under the company's mandatory director retirement age policy. The filing says neither decision reflects a disagreement with ONEOK, and it contains no financial results.
Pattye L. Moore, a director since 2002, informed the board on March 20, 2026, of her decision to retire.
Gerald B. Smith, a director since 2020, is retiring under the company's age policy, which requires retirement no later than the annual meeting following a director's 75th birthday.
Both directors' terms are scheduled to expire at the annual meeting on May 20, 2026.
ONEOK reported full-year 2025 net income attributable to ONEOK of $3.39 billion, up 12%, and adjusted EBITDA of $8.02 billion, up 18%. The company also issued 2026 guidance with a diluted EPS midpoint of $5.45, compared with $5.42 for 2025, and fourth-quarter 2025 net income slipped to $978 million from $1.00 billion.
Full-year 2025 diluted EPS was $5.42, versus $5.17 in 2024; fourth-quarter diluted EPS was $1.55, versus $1.57 a year earlier.
2026 guidance midpoints: net income $3.45 billion, diluted EPS $5.45 (range $5.04 to $5.87) and adjusted EBITDA $8.1 billion.
Total 2026 capital expenditures are expected to range from $2.7 billion to $3.2 billion.
In January 2026, ONEOK raised its quarterly dividend 4% to $1.07 per share.
ONEOK's board elected two independent directors, Mark A. McCollum and Precious Williams Owodunni, effective January 23, 2026, and increased the board from 10 to 12 members. The filing describes their backgrounds and committee assignments and does not report any financial results or changes to company operations.
Board elected McCollum and Owodunni on January 21, 2026, effective January 23, 2026; board size increased from 10 to 12 directors
McCollum, 66, is retired president and CEO of Weatherford International and previously served as CFO of Halliburton
Owodunni, 50, is CEO of Mountaintop Consulting and previously a vice president at Goldman Sachs & Co.
McCollum joins the Audit and Corporate Governance committees; Owodunni joins the Executive Compensation and Corporate Governance committees
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Oneok filing is on SEC EDGAR ↗. 8-K briefs of other companies →