HESM Hess Midstream LP

BULLISH Impact: 7/10 8-K
Horizon weeks Filed Mar 4, 2026 Processed 3mo ago SEC 0001193125-26-091542
8-K material event: Items 1.01
Final — all horizons settled through T+60d
HESM ▼ -0.41% at T+60d
LONG call ✗ call lost -0.41% · α vs SPY -11.71% · entry $38.08 → $37.92
Last close $38.49 (close Jun 12) · +1.08% from $38.08 entry
Entry anchored
Mar 4, 03:59 PM ET
via Databento tick
T+1d
+3.10%
call +3.10% · α +4.42%
$39.26
settled 3mo ago
T+5d
+2.21%
call +2.21% · α +4.45%
$38.92
settled 3mo ago
T+20d
+1.92%
call +1.92% · α +5.71%
$38.81
settled 3mo ago
T+60d
-0.41%
call -0.41% · α -11.71%
$37.92
settled 17d ago

Price Chart

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Executive Summary

Hess Midstream LP (HESM) executed two concurrent repurchase transactions: a $18 million repurchase of Class B units from its sponsor (Chevron affiliate) and a $42 million accelerated share repurchase (ASR) of Class A shares from the public, totaling $60 million. Both transactions were funded through borrowings under its existing credit facility and are expected to increase distributable cash flow per Class A share.

Key Financial Metrics

Deal Value
$18.0M

Actionable Insight

The accretive nature of these repurchases, especially from the sponsor at a fair price, is a strong positive signal. Traders should monitor future distribution growth announcements, as management has indicated capacity for increases above the 5% target. The use of debt for the buyback is manageable given the stated $1 billion of remaining financial flexibility through 2028.

Key Facts

  • Hess Midstream repurchased 455,811 Class B units from Hess Investments North Dakota LLC (HINDL), a Chevron affiliate, for $17.999 million at $39.49 per unit.
  • The company simultaneously entered into an accelerated share repurchase (ASR) agreement with JPMorgan to buy back $42 million of its Class A shares, receiving an initial delivery of 744,492 shares.
  • The total $60 million repurchase program was funded by borrowings under the company's existing revolving credit facility.
  • The transactions were unanimously approved by the board of directors and its independent conflicts committee, which received a fairness opinion from Intrepid Partners, LLC.
  • Management stated the repurchases are accretive and will increase distributable cash flow per Class A share, supporting potential distribution growth above the 5% annual target through 2028, with approximately $1 billion of remaining financial flexibility.

Financial Impact

The company is deploying $60 million of capital to repurchase its own securities, with $18 million going to the sponsor and $42 million to public shareholders. This reduces the share count and is expected to increase distributable cash flow per share.

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Risk Factors

  • The repurchases are being funded by debt, which increases leverage.
  • Future execution risk on the final settlement of the ASR agreement, where the final number of shares could be less than expected if the average price is higher.
  • The company's financial flexibility and ability to meet its distribution targets are dependent on continued strong performance from its midstream operations and Chevron's drilling plans.

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-091542
Document: d104823d8k.htm0001193125-26-091542
Document: d104823dex991.htm0001193125-26-091542
Document: 0001193125-26-091542-index-headers.html0001193125-26-091542
Document: 0001193125-26-091542-index.html0001193125-26-091542
Document: 0001193125-26-091542.txt0001193125-26-091542
2 reports for HESM
Performance horizon
Filters
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Reports for HESM — sortable, filterable
Type Now
May 4, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$38.71 $37.92▼ −2.05%▼ −7.70%$38.49 (−0.58%)
Mar 4, 2026
14w ago
8-K
BULLISH ★ 7/10
$38.08 $38.81▲ +1.92%▲ +5.71%$38.49 (+1.08%)
Showing 2 of 2

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