USAC

USA Compression Partners, LP

NYSE · Natural Gas Transmission · CIK 0001522727
$27.84 -0.04% $4.0B
High Impact Filing (7/10)
Vol
Market Cap$4.0B
Cap SizeMid Cap
Analyst ConsensusBuy (54%)
Inst. Holders3 funds
Inst. Value$66.9M
Inst. Activity2 buys / 0 sells
Insider Activity0B / 1S
Insider Net $-$1.1M
SEC Reports6
Exchange NYSE·Sector Natural Gas Transmission·CIK 0001522727·Prev Close $27.85

Recent Activity

May 27, 2026 SEC
USA Compression Partners filed an 8-K under Item 7.01 to announce that senior management will attend the RBC Global Ener
8-K — Impact 2/10
May 5, 2026 SEC
USA Compression Partners reported Q1 2026 results with total revenue of $331.3M (up 35.1% YoY) and net income of $38.3M
8-K — Impact 7/10
May 1, 2026 SEC
Jim S. Holotik filed a Form 3 initial statement of beneficial ownership with the SEC, reporting no securities owned in U
3 — Impact 2/10
Apr 28, 2026 Insider
Holotik Jim sold 2,500 shares
Director @ $0.00 ($0.00)
Feb 20, 2026 Insider
Porter Christopher W sold 40,000 shares
See Remarks @ $26.64 ($1.1M)
Inst.
MORGAN STANLEY — DOUBLED
2,712,603 shares ($62.4M)
Inst.
BANK OF AMERICA CORP — ADD
120,646 shares ($2.8M)
May 5, 2026 earnings_calendar
USAC Q1 2026 Earnings Scheduled — 2026-05-05

Price Targets

$29.50 +6.7% upside Buy
Current $27.66 Low $28.00 Median $29.00 High $33.00 6 analysts
$28.00 $33.00

Analyst Ratings

Hold54% buy · 13 analysts
2Strong Buy
5Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
May 13, 2026 Citigroup MAINTAIN Neutral → Neutral
Feb 18, 2026 Stifel MAINTAIN Hold → Hold
Jan 12, 2026 Mizuho MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.33 ▼ -1.7% $0.31 — $0.35 30% YoY 2
Next Q $0.34 ▼ -4.5% $0.33 — $0.35 15% YoY 2
Current FY $1.32 ▼ -7.6% $1.32 — $1.32 30% YoY 2
Next FY $1.79 $1.68 — $1.90 35% YoY 2

Top Institutional Holders

FundValueMove
MORGAN STANLEY$62.4MDOUBLED
BANK OF AMERICA CORP$2.8MADD
WELLS FARGO & COMPANY/MN$1.7MTRIM

Recent Insider Trades

DateInsiderTypeValue
Apr 28, 2026Holotik JimA$0.00
Feb 20, 2026Porter ChristopherSELL$1.1M
3 institutional holders with $66.9M total value (2,908,915 shares) as of 2025-Q4. Top holders: MORGAN, BANK, WELLS. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY2,712,603$62.4M93.3%DOUBLED +123.5%
2BANK OF AMERICA CORP /DE/120,646$2.8M4.1%ADD +28.0%
3WELLS FARGO & COMPANY/MN75,666$1.7M2.6%TRIM -50.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYDOUBLED1,213,6752,712,603+123.5%$62.4M2025-Q4
BANK OF AMERICA CORP /DE/ADD94,223120,646+28.0%$2.8M2025-Q4
BANK OF AMERICA CORP /DE/ADD68,86194,223+36.8%$2.3M2025-Q3
UBS Group AGADD567,444879,793+55.0%$21.4M2025-Q2
WELLS FARGO & COMPANY/MNTRIM206,764103,288-50.0%$2.5M2025-Q2
BANK OF AMERICA CORP /DE/NEAR_EXIT452,91568,861-84.8%$1.7M2025-Q2
MORGAN STANLEYTRIM3,066,7341,372,910-55.2%$37.0M2025-Q1
UBS Group AGTRIM1,298,445567,444-56.3%$15.3M2025-Q1
MORGAN STANLEYADD2,120,7723,066,734+44.6%$72.3M2024-Q4
CITADEL ADVISORS LLCTRIM1,079,107295,152-72.6%$7.0M2024-Q4
2 unique insiders with 1 transactions. Net insider value: -$1.1M ($0.00 bought, $1.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 28, 2026Holotik JimDirectorA2,500$0.00$0.00
Feb 20, 2026Porter Christopher WSee RemarksSELL40,000$26.64$1.1M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (54% buy). Based on 13 analysts: 2 strong buy, 5 buy, 5 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$29.50 mean target +6.7% upside Buy (3.00)
$28.00 Low $33.00 High
MetricValue
Current Price$27.66
Target Low$28.00
Target Mean$29.50
Target Median$29.00
Target High$33.00
# Analysts6
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.33 $0.31 $0.35 29.8% -1.7% 0↑ 1↓ $0.3B 35.6% 2
Next Q
2026-09-30
$0.34 $0.33 $0.35 15.1% -4.5% 1↑ 1↓ $0.3B 36.4% 2
Current FY
2026-12-31
$1.32 $1.32 $1.32 30.1% -7.6% 0↑ 2↓ $1.4B 36.1% 2
Next FY
2027-12-31
$1.79 $1.68 $1.90 35.3% -0.4% 1↑ 1↓ $1.4B 4.3% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.329
7d ago$0.000+0.329
30d ago$0.335-0.006
60d ago$0.329+0.001
90d ago$0.292+0.037
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
May 13, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 18, 2026 Stifel MAINTAIN Hold Hold
Jan 12, 2026 Mizuho MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262551054%
May 1, 20262551054%
Apr 1, 20262551054%
Mar 1, 2026017228%
Feb 1, 2026017228%
Jan 1, 2026017228%
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
earnings_calendar
USAC Q1 2026 Earnings Scheduled — 2026-05-05
Mar 23, 2026
short_interest
FTD: USAC — 19,829 shares ($0.6M) failed to deliver
Settlement: 20260323, Price: $28.66, FTD Value: $568,299.14, USA COMPRESSION PARTNERS LP CO