Assessing Kinetik Holdings (KNTK) Valuation After A Confident Dividend Increase

Simply Wall St.01-29

AdvertisementDividend increase sets the tone for Kinetik Holdings (KNTK) Kinetik Holdings (KNTK) has drawn fresh attention after its Board approved a higher quarterly cash dividend of $0.81 per share,...

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See our latest analysis for Kinetik Holdings. The dividend move comes after a period of stronger recent share price performance, with a 1 month share price return of 13.58% and a 3 month share price return of 10.31% lifting Kinetik Holdings to US$40.65. This comes even though the 1 year total shareholder return is a 32.77% decline and the 3 year total shareholder return is 67.18%, suggesting near term momentum has picked up while the longer term picture remains mixed. If this dividend news has you looking beyond one stock, it could be a good moment to broaden your watchlist with fast growing stocks with high insider ownership. With Kinetik trading at US$40.65, an indicated annual dividend of US$3.24 and a discount to the average analyst price target, it raises the question of whether there is a genuine value opportunity here or whether the market is already pricing in future growth. Most Popular Narrative: 9.2% Undervalued The most widely followed narrative values Kinetik Holdings at $44.77 per share, a touch above the recent $40.65 close, which puts this dividend move into a broader valuation story.  The combination of basin-level consolidation among large oil & gas producers and increasing regulatory barriers to new-build midstream infrastructure enhances the competitive moat for incumbent operators like Kinetik, ensuring high asset utilization and pricing power, translating to resilient or growing earnings and improved return on invested capital.  Read the complete narrative. Want to see what is baked into that valuation gap? The narrative leans on rising volumes, fatter margins, and a richer earnings multiple. The exact mix may surprise you. Result: Fair Value of $44.77 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on Permian activity and commodity pricing behaving as expected, since weaker drilling or prolonged gas price pressure could quickly undercut those upbeat assumptions. Find out about the key risks to this Kinetik Holdings narrative. Another View: Rich Earnings Multiple Clouds The Picture There is a twist when you look at Kinetik through its P/E. The shares trade at 102x earnings, compared with about 13.6x for the US Oil and Gas industry and 32.9x for peers, while our fair ratio sits at 22.7x. That gap suggests valuation risk if sentiment cools. Does this earnings multiple really fit a 4.8% Return on Equity and thin 1.5% net margin? See what the numbers say about this price — find out in our valuation breakdown. NYSE:KNTK P/E Ratio as at Jan 2026 Build Your Own Kinetik Holdings Narrative If you see the numbers differently, or simply prefer to test your own assumptions, you can build a custom Kinetik view in minutes with Do it your way. A great starting point for your Kinetik Holdings research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? If Kinetik is on your radar, do not stop there, use this moment to round out your watchlist with other focused ideas that could sharpen your decisions.  Spot potential mispricing early by checking out these 880 undervalued stocks based on cash flows that may offer stronger fundamentals than their current share prices suggest. Tap into powerful trends across digital assets through these 19 cryptocurrency and blockchain stocks that link listed businesses to cryptocurrency and blockchain themes. Target consistent income potential using these 14 dividend stocks with yields > 3% featuring companies with dividend yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Kinetik Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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