Hess Midstream (NYSE:HESM) Q3 2025 Earnings Call November 03, 2025 10:00 AM ET Speaker4Good day, ladies and gentlemen, and welcome to the third quarter 2025 Hess Midstream conference call. My name is Gigi, and I'll be your operator for today. At this time, all participants are in the listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message ad ...

Exhibit 99.1 HESS MIDSTREAM LP HESS MIDSTREAM LP REPORTS ESTIMATED RESULTS FOR THE THIRD QUARTER OF 2025 Third Quarter 2025 Highlights: Guidance: HOUSTON, November 3, 2025—Hess Midstream LP (NYSE: HESM) ("Hess Midstream" or the "Company") today reported third quarter 2025 net income of $175.5 million compared with net income of $164.7 million for the third quarter of 2024. After deduction for noncontrolling interests, net income attributable to Hess Midstream was $97.7 million, or $0.75 basic earnings per C ...

文章核心观点 - 具有长期稳定支付并增加股息历史的公司对注重收益的投资者具有吸引力 [1] - CareTrust REIT、Hess Midstream和Kimberly-Clark等公司持续奖励股东并近期宣布增加股息 [1] - 这些公司当前提供的股息收益率最高可达约8% [1] CareTrust REIT 公司概况 - CareTrust REIT是一家房地产投资信托基金，拥有、收购、开发并租赁老年人住房和医疗保健相关物业 [2] - 公司已连续10年每年提高股息 [3] - 最近一次于3月18日宣布的季度股息从每股0.29美元增至0.335美元，相当于年度股息为每股1.34美元 [3] - 当前股票股息收益率为3.97% [3] CareTrust REIT 财务表现 - 截至6月30日，公司年度营收为2.7703亿美元 [4] - 8月6日公布的第二季度2025财年营收为1.1247亿美元，每股收益为0.43美元，均超出预期 [4] Hess Midstream 公司概况 - Hess Midstream在美国拥有、运营、开发并收购中游资产，并为赫斯公司及第三方客户提供基于费用的服务 [5] - 公司已连续8年提高股息 [5] - 最近一次于7月28日宣布的季度股息从每股0.7098美元增至0.737美元，相当于年度股息为每股2.95美元 [5] - 当前股票股息收益率为8.64% [5] Hess Midstream 财务表现 - 截至6月30日，公司年度营收为15.7亿美元 [6] - 7月30日公布的第二季度2025财年营收为4.142亿美元，每股收益为0.74美元，均超出市场预期 [6] Kimberly-Clark 公司概况 - Kimberly-Clark公司在全球范围内制造和销售个人护理产品 [7]

It has been nearly three months since my initial coverage on Hess Midstream LP (NYSE: HESM ). While fundamentals were okay and opportunities outweighed risks, I felt that its drivers were not enough to justify further upside. And now, it trades at low-to-mid-$30s, theI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, an ...

Hess Midstream LP (NYSE:HESM) is among the most profitable oil stocks to buy now. Eagle Global Advisors LLC raised its position in Hess Midstream LP (NYSE:HESM) by 53.7% during the second quarter following the purchase of 857,669 shares, making the stock its fourth largest holding. According to a recent disclosure with the SEC, the firm now owns 1.14% of the company through the acquisition of 2,453,834 shares and an investment of $94,497,000. Many believe that now is a good time to invest in Hess Midstrea ...

文章核心观点 - 能源板块中相对强弱指数低于或接近30的股票被视为超卖 可能呈现买入机会 [1][2] 超卖股票列表 - Nextdecade Corp RSI值为27.7 股价在过去一个月下跌约38% 52周低点为4.66美元 [8] - BW LPG Ltd RSI值为29.8 股价在过去五天下跌约11% 52周低点为7.86美元 [8] - Hess Midstream LP RSI值为27.5 股价在过去一个月下跌约16% 52周低点为33.59美元 [8] 公司特定信息 - Nextdecade Corp 于9月15日被TD Cowen分析师从买入评级下调至持有评级 目标价从11美元降至8美元 [8] - BW LPG Ltd 于9月2日宣布出售BW Lord 作为其船队现代化战略的一部分 [8] - Hess Midstream LP 于9月18日上调其2025财年天然气收集量指引 公司战略聚焦于提供差异化的现金流稳定性 [8]

文章核心观点 - 能源板块中相对强弱指数低于或接近30的股票被视为超卖状态，可能代表买入估值偏低公司的机会 [1][2] 超卖股票列表 - Nextdecade Corp RSI值为27.7，股价在过去一个月下跌约38%，52周低点为4.66美元，周三收盘下跌2.8%至6.60美元 [3][8] - BW LPG Ltd RSI值为29.8，股价在过去五天下跌约11%，52周低点为7.86美元，周三收盘下跌2.7%至13.90美元 [4][8] - Hess Midstream LP RSI值为27.5，股价在过去一个月下跌约16%，52周低点为33.59美元，周三收盘上涨0.3%至34.65美元 [5][8] 公司特定事件 - Nextdecade Corp于9月15日被TD Cowen分析师从买入评级下调至持有评级，目标价从11美元降至8美元 [8] - BW LPG Ltd于9月2日宣布出售BW Lord船，作为其船队现代化战略的一部分 [8] - Hess Midstream LP于9月18日上调其2025财年天然气收集量指引，公司战略聚焦于提供差异化的现金流稳定性 [8]

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

股价表现 - 赫斯中游合伙公司股价在2025年9月18日至9月25日期间下跌11.7%，位列当周能源股跌幅榜前列 [1] 股价下跌原因 - 公司更新业绩指引后股价下跌，指引反映了其服务的主要客户雪佛龙计划在2025年第四季度将巴肯地区的钻井平台数量从四个减少至三个 [2][3] - 富国银行将公司股票评级从“增持”下调至“持股观望”，目标价从48美元下调至39美元，分析师认为雪佛龙减少钻井平台将显著降低公司的EBITDA增长和资本回报 [4] 业务影响与前景 - 公司是一家以费用为基础、增长导向的中游企业，拥有、运营、开发和收购多元化中游资产，为雪佛龙及其子公司和第三方客户提供服务 [2] - 公司预计巴肯地区的天然气输送量至少到2027年将保持长期增长，而由于计划中的钻井活动减少，石油输送量预计将在2026年见顶 [3]