Insider Trading March 6, 2026

Kinetik Accounting Chief Sells 2,907 Shares to Meet Tax Withholding After 2025 Award Vesting

EVP and CAO Steven Stellato disposed of stock worth $136,396 as Kinetik posts mixed Q4 2025 results and remains attractively valued, per InvestingPro

By Priya Menon KNTK
Kinetik Accounting Chief Sells 2,907 Shares to Meet Tax Withholding After 2025 Award Vesting
KNTK

Steven Stellato, Kinetik Holdings Inc.'s executive vice president, chief accounting officer and administrative officer, sold 2,907 shares of Class A Common Stock on March 4, 2026, at $46.92 per share, resulting in proceeds of $136,396. The transaction was conducted to satisfy tax withholding tied to the vesting of shares issued in lieu of cash for the company's 2025 annual incentive award. After the sale, Stellato directly holds 393,382 shares. Kinetik's shares trade at a price-to-earnings ratio of 17.42 and yield 7.11% in dividends, with a year-to-date gain of 29%. Separately, Kinetik reported a strong Q4 2025 EPS of $2.16 versus expectations of $0.33, while revenue of $430.42 million missed forecasts of $476.77 million.

Key Points

  • Steven Stellato sold 2,907 shares of Kinetik Class A Common Stock at $46.92 on March 4, 2026, totaling $136,396.
  • The sale was made to satisfy tax withholding obligations related to shares vesting in lieu of cash under the 2025 annual incentive award; Stellato retains 393,382 shares.
  • Kinetik\'s Q4 2025 results showed EPS of $2.16 versus expected $0.33 (a 554.55% surprise), while revenue of $430.42 million missed the $476.77 million forecast by 9.72%.

Steven Stellato, who serves as executive vice president, chief accounting officer and administrative officer at Kinetik Holdings Inc (NASDAQ:KNTK), sold 2,907 shares of the company\'s Class A Common Stock on March 4, 2026, at a price of $46.92 per share. The disposal produced $136,396 in proceeds. Following the transaction, Stellato directly owns 393,382 shares of Kinetik Holdings.

The company\'s shares currently trade at a price-to-earnings ratio of 17.42 and offer a dividend yield of 7.11%. Year to date, the stock has gained 29%.

The sale was executed specifically to cover tax withholding obligations tied to the vesting of shares that were awarded in place of cash for the 2025 annual incentive award. No other motivation for the disposition was disclosed.


Valuation and third-party commentary

According to InvestingPro analysis, Kinetik appears undervalued at current levels. That analysis notes the availability of 10 additional ProTips for subscribers, along with comprehensive Fair Value analysis and Pro Research Reports.


Recent financial performance

In related corporate news, Kinetik Holdings announced financial results for the fourth quarter of 2025. The company reported earnings per share of $2.16, substantially ahead of analysts\' expectations of $0.33, representing an EPS surprise of 554.55%. Revenue for the quarter totaled $430.42 million, below the consensus forecast of $476.77 million, a shortfall of 9.72%.

While the EPS outcome materially exceeded expectations, the revenue miss highlights a mixed set of results. Investors appeared optimistic about the company\'s profitability and strategic direction following the report, despite the top-line decline.


Takeaway

The insider sale by Stellato was limited in size relative to his remaining holdings and was conducted to meet tax obligations arising from an award-vesting event. Kinetik\'s most recent quarter showed a pronounced divergence between profit metrics and revenue performance, and external analysis cited in this report characterizes the stock as potentially undervalued while offering additional proprietary research to subscribers.

Risks

  • Revenue shortfall - Kinetik reported a 9.72% revenue miss in Q4 2025, which could affect top-line growth expectations and investor confidence; this impacts equity markets and sectors tracking corporate revenue performance.
  • Concentration of insider ownership - Although the sale was for tax withholding, insider transactions can be interpreted variably by market participants, potentially influencing near-term stock volatility in the company's shares.
  • Reliance on profitability metrics - The strong EPS surprise contrasted with weaker revenue, introducing uncertainty about sustainability of earnings if top-line pressures persist; this affects investors assessing financial stability.

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