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30 stories mentioning WMBUpdated 6d ago

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Research

Research Alert: Wmb: A Q1 Beat, But High Growth Capex Spending

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Williams delivered solid Q1 results, with adjusted EPS of $0.73 beating estimates of $0.62 and rising 22% Y/Y. Adjusted EBITDA increased 13% to $2.25B due to Transco expansion projects, higher Gulf volumes from new developments, and elevated storage revenues during winter storms. The natural gas-focused midstream operator benefits from strategic positioning in LNG infrastructure and data center demand, securing major customer agreements including the $2.3B Neo power project and Atlas data center infrastructure. Management raised 2026 growth capex guidance to $7.0B-$7.6B from prior $6.1B-$6.7B range, while maintaining 2026 adjusted EBITDA guidance of $8.05B-$8.35B with expectations in the upper half. We believe the aggressive growth strategy positions WMB well for secular demand trends, though elevated capex of $1.64B in Q1 versus $0.67B prior year reflects the substantial investment required for expansion initiatives across Transco and data center projects.

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Wire

Mizuho Securities Adjusts Williams Companies Price Target to $82 From $73

Williams Companies (WMB) has an average rating of overweight and mean price target of $81.62, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $75.49, Change: $-0.82, Percent Change: -1.07%

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Wire

Williams Keeps Quarterly Dividend at $0.525 a Share, Payable June 29 to Shareholders of Record as of June 12

Williams Keeps Quarterly Dividend at $0.525 a Share, Payable June 29 to Shareholders of Record as of June 12

$WMB
Commodities

Kinder Morgan Q1 Earnings Beat Estimates, Lifts 2026 Outlook, RBC Says

Kinder Morgan's (KMI) Q1 earnings exceeded expectations, supported by stronger volumes, winter weather tailwinds and firmer commodity prices, RBC Capital Markets strategists said in a note on Friday.RBC analysts said it now expects 2026 adjusted EBITDA to come in at least 3% above its prior budget, reflecting stronger operating conditions across its network.However, despite the upbeat results, Kinder Morgan shares edged lower following the release, which analysts attributed to limited backlog growth, uncertainty surrounding its Western Gateway project and investor positioning ahead of other earnings in the sector.The broader midstream space has continued to outperform this year. The Alerian MLP Index rose 1.6% in the week ended April 23, outpacing the S&P 500, which gained 1%. Year-to-date, the midstream benchmark is up 14.5%, compared with a 3.8% rise in the S&P 500.RBC said that strength in the sector has been supported by steady cash flows and growing demand for natural gas infrastructure, even as commodity prices remain volatile.Front-month West Texas Intermediate crude rose about 2% on the week to about $97 per barrel, while Henry Hub natural gas prices slipped about 2% to $2.59 per million British thermal units.Cheniere Energy (LNG), in contrast, declined 2.1%, in what RBC analysts said could reflect positioning ahead of earnings and a rotation into other midstream names.Master limited partnerships modestly outperformed C-corporations during the week, with MLPs up 1.2% versus a 1% gain for corporates.Going forward, investors are focused on upcoming earnings from Enterprise Products Partners (EPD) and Oneok (OKE), both scheduled to report on April 28.Market participants will be watching for commentary on the impact of higher commodity prices, producer activity, project ramp-ups, export demand and capital allocation plans, as well as the effects of winter weather and evolving price spreads across key basins.RBC analysts flagged potential read-throughs for other operators, including Williams Companies (WMB), Energy Transfer (ET), Targa Resources (TRGP) and Sunoco (SUN), citing expected tailwinds from seasonal demand, marketing optimization and commodity price volatility.

$EPD$ET$KMI$LNG$OKE$SUN$TRGP$WMB
Research

Goldman Sachs Upgrades Williams Companies to Buy From Neutral, Adjusts PT to $82 From $78

Williams Companies (WMB) has an average rating of overweight and mean price target of $81.25, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

$WMB
Wire

TD Cowen Adjusts Williams Price Target to $81 From $76, Maintains Buy Rating

Williams (WMB) has an average rating of overweight and mean price target of $81.05, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $69.96, Change: $-0.90, Percent Change: -1.27%

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Commodities

DOE Breaks Ground on NESE Pipeline to Add Gas Supply to New York

The US Department of Energy on Tuesday held a groundbreaking ceremony for the Northeast Supply Enhancement Pipeline, which aims to deliver natural gas to New York City.Secretary of Energy Chris Wright, Environmental Protection Agency Administrator Lee Zeldin, and Secretary of the Interior Doug Burgum participated in the ceremony.Williams Companies (WMB) will construct the pipeline to transport natural gas from Pennsylvania to New York City and Long Island.The NESE pipeline is an expansion of Williams' existing Transco pipeline system across Pennsylvania, New Jersey, and New York, adding 400,000 dekatherms per day of capacity.This is enough energy to serve the equivalent of 2.3 million homes, the statement said. NESE is slated to start operations by Q4 2027.

$WMB
Wire

Williams Starts Construction on Northeast Supply Enhancement Project

Williams (WMB) said Tuesday it has started construction on the Northeast Supply Enhancement project that will expand its existing Transco pipeline system across Pennsylvania, New Jersey and New York.The project remains on track to be in service by Q4 of 2027 to deliver affordable natural gas during peak demand periods across the region, the company said.Price: $71.36, Change: $-0.18, Percent Change: -0.25%

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Wire

Raymond James Adjusts Williams PT to $78 From $73, Maintains Outperform Rating

Williams (WMB) has an average rating of overweight and mean price target of $80.80, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $72.39, Change: $-0.35, Percent Change: -0.48%

$WMB
Research

Research Alert: CFRA Maintains Strong Sell Rating On State Street Energy Select Sector Spdr Etf

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CFRA maintains our 1-Star (Strong Sell) rating on the State Street Energy Select Sector SPDR ETF (XLE 57 *). CFRA's ETF ratings were updated as of the end of March 2026. This ETF rating is consistent with CFRA's recent decision to downgrade the energy sector to underweight from marketweight. Although constrained flows related to the Iran conflict will boost crude oil prices in 2026, CFRA's fundamental analysts believe it is a short term "sugar high". They project a sharp drop in prices in 2027, bottoming out at the $40 per barrel mark. The sector currently looks highly overvalued to CFRA's technical analysts, and the fundamental team thinks earnings revisions will likely move lower in 2027. The Williams Companies Inc. (WMB 73 **) is one of the top 5 holdings in XLE. The stock was downgraded to a Sell rating from Hold on Feb. 12, 2026, primarily due to valuations. While prospects for gas pipeline transportation and processing look strong, much of that improvement has already been factored into the share price.

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