Insider Activity Report: Oneok (OKE)

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Brian Derksen, a director at
Oneok (OKE), recently bought 4,900 shares. The buy increased his holdings by 36 percent, and came to a total cost just under $292,000.

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  • This marks the first buy at the company in over a year, when Oneok’s President and CEO bought 8,975 shares, paying about $1 million to do so. One company director sold shares last year, otherwise company insiders have been fairly inactive over the past three years

    Overall, company insiders own 0.5 percent of shares.

    The oil and gas midstream company is up about 10 percent over the past year, up about two-thirds that of the S&P 500. However, the company sports a massive 6.5 percent dividend.
    Action to take: Shares may be under pressure in the short-term, as Oneok has made an offer to buy
    Magellan Midstream Partners (MMP) in a stock-and-cash deal valued at $18.8 billion.

    If the deal goes through, there could take a few quarters for the combined company to stabilize. However, that may create a long-term buying opportunity on any weakness in the coming months.

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  • Given the company’s high dividend yield, growth in the payout is unlikely, but should still be steadily above average.

    For traders, shares have been somewhat rangebound. The October $65 calls, last going for about $1.50, could see mid-double-digit gains on a continued trend higher in the months ahead.

     
    Disclosure: The author of this article has no position in the company mentioned here, but may trade after the next 72 hours. The author receives no compensation from any of the companies mentioned in this article.