HESM
Hess Midstream LP
$38.94
+0.31%
$5.0B
No data for this timeframe.
Vol
Market Cap$5.0B
Cap SizeMid Cap
Analyst ConsensusSell (0%)
Inst. Holders6 funds
Inst. Value$203.4M
Inst. Activity2 buys / 2 sells
SEC Reports2
Recent Activity
May 5, 2026
short_interest
FTD: HESM — 167,671 shares ($6.6M) failed to deliver
Settlement: 20260505, Price: $39.52, FTD Value: $6,626,357.92, HESS MIDSTREAM LP CL A SHS (DE
May 4, 2026
SEC
Hess Midstream reported Q1 2026 revenue of $390.1M (up 2.1% YoY) and EPS of $0.68 (up 4.6% YoY from $0.65). Throughput v
8-K — Impact 4/10
Mar 8, 2026
Insider
NIEMIEC DAVID W sold 1,612 shares
Director @ $0.00 ($0.00)
Mar 8, 2026
Insider
NIEMIEC DAVID W sold 1,612 shares
Director @ $0.00 ($0.00)
Mar 8, 2026
Insider
Letwin Stephen J J sold 1,612 shares
Director @ $0.00 ($0.00)
Mar 4, 2026
SEC
Hess Midstream LP (HESM) executed two concurrent repurchase transactions: a $18 million repurchase of Class B units from
8-K — Impact 7/10
Inst.
FMR LLC — DOUBLED
1,817,368 shares ($62.7M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
683,800 shares ($23.6M)
Price Targets
$36.83
-4.5% upside
Hold
Current $38.58
Low $32.00
Median $37.00
High $40.00
6 analysts
$32.00
$40.00
Analyst Ratings
0Strong Buy
0Buy
8Hold
2Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 20, 2026 | Goldman Sachs | DOWNGRADE | Neutral → Sell |
| Mar 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Jan 5, 2026 | Raymond James | DOWNGRADE | Outperform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.63 ▼ -11.4% | $0.58 — $0.67 | -15% YoY | 3 |
| Next Q | $0.68 ▼ -7.1% | $0.62 — $0.73 | -9% YoY | 3 |
| Current FY | $2.64 ▼ -7.5% | $2.35 — $2.81 | -8% YoY | 3 |
| Next FY | $2.93 ▼ -0.6% | $2.60 — $3.23 | 11% YoY | 4 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $62.7M | DOUBLED |
| MORGAN STANLEY | $61.4M | TRIM |
| VANGUARD GROUP INC | $25.1M | — |
| RENAISSANCE TECHNOLOGIES LLC | $23.6M | TRIM |
| BANK OF AMERICA CORP | $22.8M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 8, 2026 | NIEMIEC DAVID | M | $0.00 |
| Mar 8, 2026 | NIEMIEC DAVID | M | $0.00 |
| Mar 8, 2026 | Letwin Stephen | M | $0.00 |
| Mar 8, 2026 | Letwin Stephen | M | $0.00 |
| Mar 8, 2026 | Letwin Stephen | A | $0.00 |
6 institutional holders with $203.4M total value (5,896,187 shares) as of 2025-Q4. Top holders: FMR, MORGAN, VANGUARD.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 1,817,368 | $62.7M | 30.8% | DOUBLED +460.3% |
| 2 | MORGAN STANLEY | 1,778,659 | $61.4M | 30.2% | TRIM -26.3% |
| 3 | VANGUARD GROUP INC | 726,951 | $25.1M | 12.3% | — |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 683,800 | $23.6M | 11.6% | TRIM -26.9% |
| 5 | BANK OF AMERICA CORP /DE/ | 660,863 | $22.8M | 11.2% | DOUBLED +105.0% |
| 6 | WELLS FARGO & COMPANY/MN | 228,546 | $7.9M | 3.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 324,348 | 1,817,368 | +460.3% | $62.7M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 935,302 | 683,800 | -26.9% | $23.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 322,315 | 660,863 | +105.0% | $22.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 42,095 | 0 | -100.0% | $0.00 | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 57,410 | 42,095 | -26.7% | $1.5M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 217,295 | 385,515 | +77.4% | $14.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 204,994 | 57,410 | -72.0% | $2.2M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 1,754,081 | 1,293,162 | -26.3% | $54.7M | 2025-Q1 |
| FMR LLC | TRIM | 513,387 | 360,558 | -29.8% | $15.2M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 66,581 | 204,994 | +207.9% | $8.7M | 2025-Q1 |
| NORGES BANK | EXIT | 190,900 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 1,626,527 | 360,441 | -77.8% | $13.3M | 2024-Q4 |
| NORGES BANK | NEW | — | 190,900 | — | $7.1M | 2024-Q4 |
6 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 8, 2026 | NIEMIEC DAVID W | Director | M | 1,612 | $0.00 | $0.00 |
| Mar 8, 2026 | NIEMIEC DAVID W | Director | M | 1,612 | $0.00 | $0.00 |
| Mar 8, 2026 | Letwin Stephen J J | Director | M | 1,612 | $0.00 | $0.00 |
| Mar 8, 2026 | Letwin Stephen J J | Director | M | 1,612 | $0.00 | $0.00 |
| Mar 8, 2026 | Letwin Stephen J J | Director | A | 1,656 | $0.00 | $0.00 |
| Mar 8, 2026 | REDDY J PATRICK | Director | M | 1,612 | $0.00 | $0.00 |
| Mar 8, 2026 | REDDY J PATRICK | Director | M | 1,612 | $0.00 | $0.00 |
| Mar 8, 2026 | REDDY J PATRICK | Director | A | 1,656 | $0.00 | $0.00 |
| Mar 8, 2026 | NIEMIEC DAVID W | Director | A | 1,656 | $0.00 | $0.00 |
| Mar 8, 2026 | Stein Jonathan C. | Chief Executive Officer | M | 2,066 | $0.00 | $0.00 |
| Mar 8, 2026 | Stein Jonathan C. | Chief Executive Officer | F | 1,048 | $38.92 | $40.8K |
| Mar 8, 2026 | Stein Jonathan C. | Chief Executive Officer | M | 2,066 | $0.00 | $0.00 |
| Mar 8, 2026 | Bast Michael Scott | President and COO | M | 1,327 | $0.00 | $0.00 |
| Mar 8, 2026 | Bast Michael Scott | President and COO | F | 344 | $38.92 | $13.4K |
| Mar 8, 2026 | Bast Michael Scott | President and COO | M | 1,327 | $0.00 | $0.00 |
| Mar 8, 2026 | Bast Michael Scott | President and COO | M | 1,189 | $0.00 | $0.00 |
| Mar 8, 2026 | Bast Michael Scott | President and COO | M | 929 | $0.00 | $0.00 |
| Mar 4, 2026 | CHEVRON CORP | Director | J | 455,811 | $0.00 | $0.00 |
| Mar 4, 2026 | CHEVRON CORP | Director | D | 455,811 | $39.49 | $18.0M |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 12 analysts: 0 strong buy, 0 buy, 8 hold, 2 sell, 2 strong sell.
Analyst Price Targets
$36.83 mean target
-4.5% upside
Hold (3.00)
$32.00 Low
$40.00 High
| Metric | Value |
|---|---|
| Current Price | $38.58 |
| Target Low | $32.00 |
| Target Mean | $36.83 |
| Target Median | $37.00 |
| Target High | $40.00 |
| # Analysts | 6 |
| Recommendation | Hold (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.63 | $0.58 | $0.67 | -14.8% | -11.4% | 0↑ 3↓ | $0.4B | -4.3% | 3 |
| Next Q 2026-09-30 |
$0.68 | $0.62 | $0.73 | -8.9% | -7.1% | 0↑ 3↓ | $0.4B | -1.5% | 3 |
| Current FY 2026-12-31 |
$2.64 | $2.35 | $2.81 | -7.8% | -7.5% | 1↑ 2↓ | $1.6B | -0.4% | 3 |
| Next FY 2027-12-31 |
$2.93 | $2.60 | $3.23 | 11.3% | -0.6% | 2↑ 2↓ | $1.7B | 4.4% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.630 | |
| 7d ago | $0.610 | +0.020 |
| 30d ago | $0.712 | -0.081 |
| 60d ago | $0.713 | -0.083 |
| 90d ago | $0.650 | -0.020 |
4 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 20, 2026 | Goldman Sachs | DOWNGRADE | Neutral | Sell |
| Mar 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 5, 2026 | Raymond James | DOWNGRADE | Outperform | Market Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 9 | 1 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 9 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 9 | 1 | 2 | 0% | |
| Jan 1, 2026 | 2 | 4 | 7 | 0 | 0 | 46% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 5, 2026
short_interest
FTD: HESM — 167,671 shares ($6.6M) failed to deliver
Settlement: 20260505, Price: $39.52, FTD Value: $6,626,357.92, HESS MIDSTREAM LP CL A SHS (DE
May 4, 2026
earnings_calendar
HESM Q1 2026 Earnings Scheduled — 2026-05-04
May 1, 2026
short_volume
Short Volume: HESM — 68.4% short (0.5M / 0.8M)
Short: 514,291 | Exempt: 0 | TRF Vol: 751,701 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_interest
FTD: HESM — 131,919 shares ($5.0M) failed to deliver
Settlement: 20260417, Price: $37.78, FTD Value: $4,983,899.82, HESS MIDSTREAM LP CL A SHS (DE
Mar 17, 2026
short_interest
FTD: HESM — 27,530 shares ($1.1M) failed to deliver
Settlement: 20260317, Price: $39.34, FTD Value: $1,083,030.2, HESS MIDSTREAM LP CL A SHS (DE
Feb 20, 2026
short_interest
FTD: HESM — 23,813 shares ($0.9M) failed to deliver
Settlement: 20260220, Price: $37.52, FTD Value: $893,463.76, HESS MIDSTREAM LP CL A SHS (DE