Hess Midstream LP

I monitor dividend increases and cuts across 1,200+ stocks, focusing on dividend growth streaks, safety, and valuation to identify high-conviction opportunities. STX stands out with the highest Quality Score (7.46) and strong dividend safety, though its yield (0.47%) and growth (2.70%) lag inflation. BXMT cut its dividend by 36.17%, signaling significant risk with a 954% payout ratio, the lowest Quality Score (2.65), and the weakest dividend safety.

Hess Midstream faces a major reorganization, with its future profitability tied closely to Bakken asset performance. Despite a continued dividend increase, EBITDA is projected to decline about 25% in 2027 even as assets grow. Chevron's involvement signals potential long-term exit from the Bakken, raising concerns about upstream profitability and sustainability.

The headline numbers for Hess Midstream Partners (HESM) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

HOUSTON--(BUSINESS WIRE)---- $HESM--Hess Midstream LP (NYSE: HESM) (“Hess Midstream” or the “Company”) today reported third quarter 2026 net income of $179.1 million compared with net income of $175.5 million for the third quarter of 2025. After deduction for noncontrolling interests, net income attributable to Hess Midstream was $99.4 million, or $0.77 basic earnings per Class A share, compared with $0.75 basic earnings per Class A share in the third quarter of 2025. Hess Midstream generated Adjusted EB.