HOUSTON, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Kayne Anderson Energy Infrastructure Fund, Inc. (the “Company”) (NYSE: KYN) today provided a summary unaudited statement of assets and liabilities and announced its net asset value and asset coverage ratios under the Investment Company Act of 1940 (the “1940 Act”) as of October 31, 2025. As of October 31, 2025, the Company’s net assets were $2.2 billion, and its net asset value per share was $13.13. As of October 31, 2025, the Company’s asset coverage ratio under t ...

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 ...

文章核心观点 - 高股息支付率并不总是意味着股息会被削减 某些高股息率股票的股息实际上可能是安全的 [1][2] - 评估股息风险需结合公司特定财务指标 如可分配现金流或运营资金 而非仅看基于收益的支付率 [7][8][12] - 以Kenvue、Enbridge和Realty Income三家公司为例 说明尽管支付率超过100% 但其股息可能因强劲的现金流和长期增长记录而维持 [3][9][13] Kenvue (KVUE) 分析 - 公司股息收益率为5.5% 远超标普500指数1.2%的平均收益率 [3] - 近期将每股股息提高1.2%至0.2075美元 年度每股股息为0.83美元 低于过去四个季度每股0.75美元的收益 [5] - 过去四个季度的自由现金流为16亿美元 仅略高于其支付的现金股息 [5] - 公司年收入约150亿美元 其中Tylenol贡献约10亿美元年收入 面临潜在诉讼风险 [4] - 当前股价14.37美元 市值280亿美元 股息支付率超过100% [3][6] Enbridge (ENB) 分析 - 公司股息收益率约为5.9% 基于股息的支付率为130% [7] - 管理层使用可分配现金流评估股息支付能力 第二季度DCF为29亿加元 与去年同期持平 [8] - 预计全年每股DCF在5.50至5.90加元之间 高于其每年每股3.77加元的股息 [8] - 管理层已连续30年增加股息 被视为石油和天然气行业中较安全的股息股票 [9] - 当前股价46.62美元 市值1020亿美元 [9] Realty Income (O) 分析 - 作为房地产投资信托基金 当前股价下股息收益率为5.4% 但基于收益的支付率超过300% [11] - 使用运营资金评估股息支付能力 第二季度每股FFO为1.06美元 与去年同期每股1.07美元基本持平 [12] - 公司数十年来不仅股息支付安全 还定期增加股息 并提供月度股息支付 [13] - 当前股价58.00美元 市值530亿美元 [13]

公司业务与行业地位 - 公司是北美领先的中游能源服务提供商，运营广泛的管道和储存设施网络，运输天然气、原油及其他能源产品 [1] - 公司在行业中与Kinder Morgan和Enbridge等主要参与者竞争，提供类似的中游市场服务 [1] 2025年第三季度财务业绩 - 2025年第三季度每股收益为0.61美元，略低于市场预估的0.65美元 [2][6] - 季度营收达到120.2亿美元，超过市场预估的118.3亿美元 [2][6] - 季度净利润为13亿美元，较2024年同期的14亿美元有所下降 [3] - 季度每股净利润为0.61美元，低于2024年同期的0.65美元 [3] 股东回报与资本配置 - 公司将股票回购授权额度增加至50亿美元，显示出对其财务稳定性的信心 [4][6] - 此次回购行动旨在为投资者返还价值，体现了公司对提升股东回报的承诺 [4] 关键估值指标 - 公司市盈率为11.61，意味着投资者为每美元盈利支付11.61美元 [5] - 市销率为1.23，表明投资者为每美元销售额支付1.23美元 [5] - 企业价值与销售额的比率为1.81，企业价值与营运现金流的比率为11.27 [5]

Antero Midstream (NYSE: AM) Legal Disclaimer Forward-Looking Statements: This presentation includes "forward-looking statements." Such forward-looking statements are subject to a number of risks and uncertainties, many of which are not under AM's control. All statements, except for statements of historical fact, made in this presentation regarding activities, events or developments AM expects, believes or anticipates will or may occur in the future, such as statements regarding our strategy, future operatio ...

Enterprise Products Partners (NYSE:EPD) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Company ParticipantsRandy Fowler - Director and Co-CEOKeith Stanley - Director of Equity ResearchNatalie Gayden - SVP of Natural Gas AssetsBrandon Bingham - Associate Director of Equity ResearchTheresa Chen - Managing Director of Midstream and Refining Equity ResearchAJ O'Donnell - Director of Equity ResearchJames Bany - SVP of Crude Oil Pipelines and TerminalsLibby Strait - VP of Investor RelationsZach Strait - SVP o ...

Enterprise Products Partners (NYSE:EPD) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Speaker5Thank you for standing by and welcome to Enterprise Products Partners L.P.'s third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker 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. To remove yourself from the queue, you may press star 11 again. I wo ...

DT Midstream (NYSE:DTM) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Company ParticipantsMichael Blum - Managing DirectorKeith Stanley - DirectorTheresa Chen - Managing Director of Midstream and Refining Equity ResearchSpiro Dounis - DirectorJean Ann Salisbury - Managing DirectorManav Gupta - Executive DirectorTodd Lohrmann - Director of Investor RelationsZack Van Everen - DirectorJohn Mackay - VP of Equity ResearchRob Mosca - VP of Equity ResearchGabe Moreen - Managing DirectorJeff Jewell - EVP and C ...

DT Midstream (NYSE:DTM) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Speaker1Welcome to the DT Midstream third quarter 2025 earnings call. As a reminder, today's call is being recorded. I will now turn it over to our speaker today, Todd Lohrmann, Director of Investor Relations.Speaker2Please go ahead. Good morning and welcome everyone. Before we get started, I would like to remind you to read the Safe Harbor statement on page two of the presentation, including the reference to forward-looking statemen ...

DETROIT, Oct. 30, 2025 (GLOBE NEWSWIRE) -- DT Midstream, Inc. (NYSE: DTM) today announced third quarter 2025 reported net income of $115 million, or $1.13 per diluted share. For the third quarter of 2025, Operating Earnings were also $115 million, or $1.13 per diluted share. Adjusted EBITDA for the quarter was $288 million. Reconciliations of Operating Earnings and Adjusted EBITDA (non-GAAP measures) to reported net income are included at the end of this news release. The company also announced that the DT ...