OGSNYSENatural Gas DistributionFiscal year ends December 31
ONE Gas, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$74.59−1.01 (-1.34%)
Close on Oct 19, 2026
- Market cap
- $4.71B
- P/E (TTM)
- 16.1
- Dividend yield
- 3.59%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.1%
59M of 63M shares
Institutional holders
431
58 new, 49 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $396.41K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,661,285 | 12.80% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 3,613,028 | 5.76% | 13G (passive) | Mar 31, 2026 |
| American Century Companies, Inc. | 3,375,393 | 5.40% | 13G (passive) amendment | Mar 31, 2026 |
| State Street Corporation | 3,268,798 | 5.20% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 3,259,393 | 5.19% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OGS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,099,077 | 14.48% | $701.27M | −15,999 | 0.01% |
| Vanguard Portfolio Management LLC | 3,716,434 | 5.91% | $286.43M | +126,441 | 0.01% |
| American Century Companies Inc | 3,543,229 | 5.64% | $273.08M | +167,836 | 0.12% |
| State Street Corp | 3,268,798 | 5.20% | $251.93M | +231,913 | 0.01% |
| Vanguard Capital Management LLC | 2,821,399 | 4.49% | $217.45M | +45,394 | 0.00% |
| Geode Capital Management, LLC | 1,957,673 | 3.11% | $150.90M | +376,808 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 1,858,002 | 2.96% | $143.20K | −3,960 | 0.09% |
| Energy Income Partners, LLC | 1,763,956 | 2.81% | $135.95M | +432,880 | 2.14% |
| Alliancebernstein L.P. | 1,484,889 | 2.36% | $127.89M | −30,946 | 0.04% |
| Aqr Capital Management LLC | 1,119,752 | 1.78% | $86.30M | +613,651 | 0.03% |
| Earnest Partners LLC | 1,110,347 | 1.77% | $85.57M | −42,781 | 0.31% |
| Boston Trust Walden Corp | 1,045,444 | 1.66% | $80.57M | −40,815 | 0.61% |
| Dimensional Fund Advisors LP | 1,030,076 | 1.64% | $79.39M | +18,693 | 0.01% |
| Morgan Stanley | 1,022,683 | 1.63% | $78.82M | +139,084 | 0.00% |
| Norges Bank | 879,121 | 1.40% | $67.75M | New | 0.01% |
| Northern Trust Corp | 845,290 | 1.34% | $65.15M | +116,423 | 0.01% |
| Goldman Sachs Group Inc | 807,222 | 1.28% | $62.21M | −137,569 | 0.01% |
| Qube Research & Technologies Ltd | 794,066 | 1.26% | $61.20M | −72,176 | 0.06% |
| Charles Schwab Investment Management Inc | 766,365 | 1.22% | $59.06M | +10,913 | 0.01% |
| Bank of New York Mellon Corp | 730,608 | 1.16% | $56.31M | −33,269 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 431 | 59M | 93.1% | 58 / 181 | 110 / 49 | 7M | 5M |
| Q1 2026 | 429 | 56M | 89.6% | 65 / 149 | 129 / 35 | 10M | 5M |
| Q4 2025 | 404 | 58M | 92.8% | 55 / 123 | 147 / 36 | 6M | 3M |
| Q3 2025 | 392 | 56M | 89.0% | 44 / 137 | 130 / 32 | 3M | 4M |
| Q2 2025 | 385 | 57M | 91.2% | 56 / 149 | 108 / 46 | 6M | 4M |
| Q1 2025 | 379 | 55M | 87.8% | 59 / 126 | 113 / 32 | 4M | 2M |
| Q4 2024 | 356 | 54M | 86.5% | 52 / 120 | 97 / 27 | 3M | 4M |
| Q3 2024 | 336 | 55M | 87.4% | 42 / 108 | 113 / 34 | 13M | 3M |
| Q2 2024 | 331 | 53M | 84.8% | 33 / 108 | 121 / 39 | 4M | 4M |
| Q1 2024 | 342 | 54M | 86.3% | 38 / 137 | 110 / 31 | 5M | 5M |
| Q4 2023 | 335 | 55M | 86.8% | 45 / 118 | 107 / 56 | 6M | 3M |
| Q3 2023 | 351 | 52M | 82.2% | 40 / 113 | 129 / 26 | 3M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OGS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2,145,847 | 3.41% | $165.38M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,991,022 | 3.17% | $153.45M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,638,254 | 2.61% | $126.26M | 0.15% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,440,205 | 2.29% | $111.00M | 0.06% | Jun 30, 2026 |
| First Trust North American Energy Infrastructure Fund | 1,160,632 | 1.85% | $90.12M | 2.18% | Jul 31, 2026 |
| Mid Cap Value Fund | 1,026,872 | 1.63% | $79.14M | 1.40% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,007,898 | 1.60% | $77.68M | 0.73% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 911,800 | 1.45% | $70.27M | 0.10% | Jun 30, 2026 |
| Equity Income Fund | 909,140 | 1.45% | $70.07M | 1.09% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 719,197 | 1.14% | $55.43M | 0.06% | Jun 30, 2026 |
| Franklin Utilities Fund | 700,000 | 1.11% | $53.95M | 0.71% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 697,733 | 1.11% | $54.18M | 0.16% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 610,574 | 0.97% | $47.06M | 0.22% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 603,769 | 0.96% | $46.53M | 0.32% | Jun 30, 2026 |
| Harbor Small Cap Value Fund | 514,445 | 0.82% | $39.95M | 1.59% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert S. McAnnally | See Remarks, Director | 56,005 | 0.09% | Feb 19, 2026 |
| Brian F. Brumfield | See Remarks | 3,680 | 0.01% | Feb 25, 2026 |
| Curtis Dinan | See Remarks | 147,172 | 0.23% | Feb 19, 2026 |
| William Kent Shortridge | See Remarks | 13,391 | 0.02% | Feb 19, 2026 |
| Regina Gregory | See Remarks | – | – | Feb 19, 2026 |
| Angela Kouplen | See Remarks | 2,439 | 0.00% | Feb 19, 2026 |
| Mark A. Bender | See Remarks | 29,851 | 0.05% | Feb 19, 2026 |
| Christopher P. Sighinolfi | See Remarks | 5,116 | 0.01% | Feb 19, 2026 |
| Nickolas Stavropoulos | Director | – | – | Aug 13, 2026 |
| Pattye L. Moore | Director | 6,138 | 0.01% | Jun 4, 2026 |
| John William Gibson | Director | 563,567 | 0.90% | Jun 4, 2026 |
| Deborah Hersman | Director | – | – | May 26, 2026 |
| Yves C. Siegel | Director | – | – | May 26, 2026 |
| Eduardo A. Rodriguez | Director | 14,637 | 0.02% | May 26, 2026 |
| Sanjay D. Meshri | Director | 5,293 | 0.01% | May 26, 2026 |
| Tracy E. Hart | Director | 11,402 | 0.02% | May 26, 2026 |
| Michael G. Hutchinson | Director | 16,331 | 0.03% | May 26, 2026 |
| Joseph L. McCormick | – | 79,877 | 0.13% | Jun 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph L. McCormick – | Jun 9, 2026 | Option exercise | +1,272.86 | $76.00 | $96.74K | 76,180 |
| Joseph L. McCormick – | Jun 9, 2026 | Option exercise | +1,230.16 | $76.00 | $93.49K | 76,852 |
| Joseph L. McCormick – | Jun 9, 2026 | Tax withholding | −539.42 | $76.00 | $41.00K | 76,312 |
| Joseph L. McCormick – | Jun 9, 2026 | Option exercise | +824.51 | $76.00 | $62.66K | 77,137 |
| Joseph L. McCormick – | Jun 9, 2026 | Tax withholding | −558.15 | $76.00 | $42.42K | 75,622 |
| Joseph L. McCormick – | Jun 9, 2026 | Tax withholding | −361.55 | $76.00 | $27.48K | 76,775 |
| John William Gibson Director | Jun 3, 2026 | Option exercise | +19,976 | $77.47 | $1.55M | 292,670 |
| Pattye L. Moore Director | Jun 3, 2026 | Option exercise | +5,638 | $77.47 | $436.78K | 6,088 |
| Michael G. Hutchinson Director | May 21, 2026 | Award | +1,700 | $82.35 | $140.00K | 16,331 |
| Sanjay D. Meshri Director | May 21, 2026 | Award | +1,700 | $82.35 | $140.00K | 5,293 |
| Eduardo A. Rodriguez Director | May 21, 2026 | Award | +1,275 | $82.35 | $105.00K | 14,637 |
| Tracy E. Hart Director | May 21, 2026 | Award | +1,700 | $82.35 | $140.00K | 11,302 |
| Eduardo A. Rodriguez Director | Mar 6, 2026 | Sale | −850 | $86.34 | $73.39K | 13,362 |
| Brian F. Brumfield See Remarks | Feb 24, 2026 | Sale | −1,000 | $86.44 | $86.44K | 2,246 |
| Angela Kouplen See Remarks | Feb 16, 2026 | Option exercise | +2,182.77 | $86.04 | $187.81K | 2,439 |
| Angela Kouplen See Remarks | Feb 16, 2026 | Tax withholding | −1,000.11 | $86.04 | $86.05K | 1,439 |
| Curtis Dinan See Remarks | Feb 16, 2026 | Tax withholding | −2,437.54 | $86.04 | $209.73K | 141,263 |
| Curtis Dinan See Remarks | Feb 16, 2026 | Option exercise | +5,394.67 | $86.04 | $464.16K | 143,701 |
| Mark A. Bender See Remarks | Feb 16, 2026 | Option exercise | +2,697.34 | $86.04 | $232.08K | 29,851 |
| Mark A. Bender See Remarks | Feb 16, 2026 | Tax withholding | −1,268.17 | $86.04 | $109.11K | 28,582 |
| Joseph L. McCormick See Remarks | Feb 16, 2026 | Option exercise | +3,803.8 | $86.04 | $327.28K | 76,515 |
| Joseph L. McCormick See Remarks | Feb 16, 2026 | Tax withholding | −1,608.29 | $86.04 | $138.38K | 74,907 |
| Christopher P. Sighinolfi See Remarks | Feb 16, 2026 | Option exercise | +1,361.82 | – | – | 4,186 |
| Christopher P. Sighinolfi See Remarks | Feb 16, 2026 | Tax withholding | −61.53 | $86.04 | $5.29K | 4,125 |
| Robert S. McAnnally See Remarks, Director | Feb 16, 2026 | Tax withholding | −8,410.29 | $86.04 | $723.62K | 56,005 |
| Robert S. McAnnally See Remarks, Director | Feb 16, 2026 | Option exercise | +19,088.38 | $86.04 | $1.64M | 64,415 |
| William Kent Shortridge See Remarks | Feb 16, 2026 | Option exercise | +1,659.64 | $86.04 | $142.80K | 12,116 |
| William Kent Shortridge See Remarks | Feb 16, 2026 | Tax withholding | −815.72 | $86.04 | $70.18K | 11,300 |
| Brian F. Brumfield See Remarks | Feb 16, 2026 | Option exercise | +1,283.76 | $86.04 | $110.45K | 3,309 |
| Brian F. Brumfield See Remarks | Feb 16, 2026 | Tax withholding | −438.4 | $86.04 | $37.72K | 2,870 |
| Angela Kouplen See Remarks | Feb 14, 2026 | Tax withholding | −300.6 | $86.04 | $25.86K | 1,857 |
| Angela Kouplen See Remarks | Feb 14, 2026 | Option exercise | +718.29 | $86.04 | $61.80K | 2,157 |
| Curtis Dinan See Remarks | Feb 14, 2026 | Tax withholding | −777.91 | $86.04 | $66.93K | 142,259 |
| Curtis Dinan See Remarks | Feb 14, 2026 | Option exercise | +1,774.01 | $86.04 | $152.64K | 143,037 |
| Mark A. Bender See Remarks | Feb 14, 2026 | Tax withholding | −389.19 | $86.04 | $33.49K | 29,081 |
| Mark A. Bender See Remarks | Feb 14, 2026 | Option exercise | +887.56 | $86.04 | $76.37K | 29,470 |
| Christopher P. Sighinolfi See Remarks | Feb 14, 2026 | Tax withholding | −203.98 | $86.04 | $17.55K | 4,518 |
| Christopher P. Sighinolfi See Remarks | Feb 14, 2026 | Option exercise | +597.29 | $86.04 | $51.39K | 4,722 |
| Robert S. McAnnally See Remarks, Director | Feb 14, 2026 | Option exercise | +6,278.79 | $86.04 | $540.23K | 62,283 |
| Robert S. McAnnally See Remarks, Director | Feb 14, 2026 | Tax withholding | −2,753.25 | $86.04 | $236.89K | 59,530 |
| William Kent Shortridge See Remarks | Feb 14, 2026 | Tax withholding | −238.93 | $86.04 | $20.56K | 11,607 |
| William Kent Shortridge See Remarks | Feb 14, 2026 | Option exercise | +545.93 | $86.04 | $46.97K | 11,846 |
| Brian F. Brumfield See Remarks | Feb 14, 2026 | Option exercise | +562.68 | $86.04 | $48.41K | 3,433 |
| Brian F. Brumfield See Remarks | Feb 14, 2026 | Tax withholding | −186.91 | $86.04 | $16.08K | 3,246 |
| Michael G. Hutchinson Director | Dec 4, 2025 | Sale | −3,000 | $78.86 | $236.58K | 14,631 |
| Sanjay D. Meshri Director | May 22, 2025 | Award | +1,905 | $73.49 | $140.00K | 3,593 |
| Eduardo A. Rodriguez Director | May 22, 2025 | Award | +1,428 | $73.49 | $104.94K | 14,212 |
| Michael G. Hutchinson Director | May 22, 2025 | Award | +1,905 | $73.49 | $140.00K | 17,631 |
| Tracy E. Hart Director | May 22, 2025 | Award | +1,905 | $73.49 | $140.00K | 9,602 |
| Michael G. Hutchinson Director | Mar 18, 2025 | Sale | −1,200 | $74.03 | $88.84K | 15,726 |
| Christopher P. Sighinolfi See Remarks | Feb 18, 2025 | Option exercise | +505.94 | $71.53 | $36.19K | 2,677 |
| Christopher P. Sighinolfi See Remarks | Feb 18, 2025 | Tax withholding | −174.04 | $71.53 | $12.45K | 2,503 |
| Christopher P. Sighinolfi See Remarks | Feb 18, 2025 | Tax withholding | −17.82 | $71.53 | $1.27K | 2,171 |
| Joseph L. McCormick See Remarks | Feb 18, 2025 | Option exercise | +2,745.41 | $71.53 | $196.38K | 72,826 |
| Joseph L. McCormick See Remarks | Feb 18, 2025 | Option exercise | +1,372.15 | $71.53 | $98.15K | 72,901 |
| Joseph L. McCormick See Remarks | Feb 18, 2025 | Tax withholding | −1,297.13 | $71.53 | $92.78K | 71,529 |
| Joseph L. McCormick See Remarks | Feb 18, 2025 | Tax withholding | −605.12 | $71.53 | $43.28K | 72,296 |
| Robert S. McAnnally See Remarks, Director | Feb 18, 2025 | Option exercise | +10,402.86 | $71.53 | $744.12K | 46,739 |
| Robert S. McAnnally See Remarks, Director | Feb 18, 2025 | Tax withholding | −4,635.61 | $71.53 | $331.59K | 42,104 |
| Robert S. McAnnally See Remarks, Director | Feb 18, 2025 | Tax withholding | −2,293.96 | $71.53 | $164.09K | 45,011 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brian F. Brumfield Officer | Feb 24, 2026 | 1,000 | $86.44K | Feb 24, 2026 | Restricted Stock Vesting |
| Michael G. Hutchinson Director | Dec 4, 2025 | 3,000 | $237.99K | Dec 4, 2025 | Equity Compensation |
| Michael G. Hutchinson Director | Mar 18, 2025 | 1,200 | $88.76K | Mar 18, 2025 | Equity Compensation |