Williams Companies

WMB

Market cap $91.3B

Dominion Energy is benefiting from data center growth. Williams Companies foresees a rising need for its natural gas services.

Williams CEO Chad Zamarin joins 'Money Movers' to discuss natural gas prices, the impacts of artificial intelligence, and more.

The headline numbers for The Williams Companies (WMB) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Enbridge has increased its dividend for 31 straight years. Kinder Morgan has hiked its payout for nine years in a row.

A massive new investment wave from Japan is putting key corners of the U.S. energy and industrial markets back in the spotlight. President Donald Trump announced that Japan has begun deploying the first projects under its $550 billion investment commitment to the U.S. — targeting LNG exports, power generation, and critical minerals.

Natural gas has plunged 60% to near $3, but tight storage and LNG demand keep WMB, CRK and EXE in focus for a potential rebound.

Summary Williams (WMB) is guiding to a 10+% compound annual growth rate for adjusted EBITDA to 2030, driven by power and transmission projects. WMB announced a fourth behind-the-meter power project.

The Williams Companies, Inc. (WMB) Analyst/Investor Day Transcript

WMB expects 2026 growth capital spending in the range of $6.1-$6.7 billion and maintenance capital expenditures to be in the band of $850-$950 million.

Three income powerhouses are trading at very compelling valuations right now. Each offers attractive income with substantial upside potential. Here's why I'm overweighting them while the market is still giving them away at a discount.