Antero Midstream

AM

Market cap $10.8B

Ares Capital Corp. offers a compelling 10% yield, backed by top-tier management, strong risk controls, and a robust track record. ARCC's diversified portfolio, scale advantages, and disciplined software exposure support its risk/reward profile, even amid cyclical headwinds. Antero Midstream delivers high ROIC, conservative payout, and strong free cash flow growth, prioritizing buybacks over dividend hikes.

Antero Midstream finished 2025 around the high end of expectations. Its 2026 adjusted EBITDA growth is expected to be driven by its HG Energy acquisition, followed by high-single-digit growth in 2027. This would put its 2027 adjusted EBITDA around $1.3 billion, which should be able to support an increased quarterly dividend of $0.30 per share.

As of Feb. 13, 2026, two stocks in the energy sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Antero Midstream Corporation (AM) Q4 2025 Earnings Call Transcript

AM misses Q4 earnings as higher operating costs outweigh stronger gathering and compression volumes.

Antero Midstream (AM) closed a significant midstream asset acquisition. It was at least partially funded by Utica Shale asset sales. AM forecasts 11% free cash flow growth and earnings growth roughly double that rate for fiscal 2026. Fee-based, take-or-pay contracts with an investment-grade customer underpins AM's predictable cash flows.

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While the top- and bottom-line numbers for Antero Midstream (AM) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

DENVER, Feb. 11, 2026 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") today announced its fourth quarter 2025 financial and operating results and 2026 guidance.  The relevant consolidated financial statements are included in Antero Midstream's Annual Report on Form 10-K for the year ended December 31, 2025.

AM to report fourth-quarter 2025 results on Feb. 11, with steady fee-based revenue streams and modest growth expected in both earnings and sales.