Surge in Oil Production Drives Dividends as High as 8.1%
Volatility in Drilling Permits: The oil industry is experiencing fluctuating drilling permits, with Texas permits dropping to a four-year low, yet actual production remains high due to increased efficiency, allowing the U.S. to maintain record oil output.
Investment in Pipeline Operators: Focusing on energy toll collectors, such as Antero Midstream and the Alerian MLP ETF, offers a stable investment opportunity with high dividends (up to 8.1%) that are insulated from oil price fluctuations, providing reliable cash flow for investors.
Trade with 70% Backtested Accuracy
Analyst Views on AM
About AM
About the author

- Earnings Release Schedule: Antero Resources plans to issue its Q1 2026 earnings report on April 29, 2026, after NYSE trading closes, enhancing transparency and allowing investors to better assess the company's financial health.
- Conference Call Details: A conference call is scheduled for April 30, 2026, at 9:00 AM MT to discuss financial and operational results, followed by a brief Q&A session, which will foster interaction with analysts.
- Participation Information: Investors can dial in at 877-407-9079 (U.S.) or 201-493-6746 (International) to participate in the call, enabling direct communication between the company and its investors, thereby boosting market confidence.
- Webcast Replay: The live webcast will be available on Antero's website, with replays accessible until May 7, 2026, ensuring that investors who cannot attend live can still obtain critical information.
Company Overview: Antero Midstream Corporation is involved in the natural gas and natural gas liquids sector.
Stock Price Adjustment: UBS has raised the target price for Antero Midstream's stock from $22 to $24.
- Report Availability: Dassault Aviation has made a short form of its 2025 Annual Financial Report available to the public on its website, emphasizing the company's commitment to transparency in financial disclosures.
- Full Report Announcement: The complete 2025 Annual Financial Report is expected to be released to the public and filed with the French Financial Markets Authority in March 2026, indicating the company's adherence to regulatory compliance.
- Company Overview: Over the past century, Dassault Aviation has delivered more than 10,000 military and civil aircraft, including 2,800 Falcons, showcasing its globally recognized expertise in aircraft design and production.
- Financial Performance: In 2025, Dassault Aviation employed approximately 15,000 people and reported revenues of €7.42 billion, reflecting its strong performance and growth potential in the aviation market.
Investor Behavior: Investors are moving away from struggling software companies and seeking stability in stocks less likely to be affected by the rise of artificial intelligence.
Market Insights: Goldman Sachs reports that this shift in investment strategy appears to be yielding positive results.
- Earnings Beat: Antero Midstream Corporation reported Q4 2025 results with an adjusted EPS of $0.28, exceeding forecasts by $0.01, indicating robust profitability despite slightly missing revenue expectations, which reflects strong market confidence in its earnings potential.
- Revenue and Cash Flow Growth: Although Q4 2025 revenue was approximately $287.5 million, falling short of expectations by $4.34 million, the company's free cash flow after dividends increased by 30% for the full year, showcasing success in capital-efficient organic growth and throughput.
- Consistent EBITDA Growth: The company achieved a 7% year-over-year EBITDA growth for 2025, marking its eleventh consecutive year of growth since its IPO in 2014, demonstrating stability and sustained profitability within the industry.
- Optimistic Outlook: Antero Midstream has a positive outlook for FY 2026, targeting net income between $485 million and $535 million, a 23% increase from 2025, and forecasting adjusted EBITDA of $1.19 to $1.24 billion, further solidifying its market position.
- Overbought Warning: As of February 13, 2026, Antero Midstream Corp and SFL Corporation Ltd in the energy sector are identified as major overbought stocks, potentially signaling caution for momentum investors and reflecting underlying market risks.
- SFL Earnings Surprise: On February 11, SFL reported better-than-expected fourth-quarter sales results, driving its stock price up approximately 22% over the past month, indicating strong market performance.
- Stock Price Movement: SFL shares rose 2.6% to close at $10.26 on Thursday, nearing its 52-week high of $10.29, suggesting continued investor confidence in the stock.
- Relative Strength Index: With an RSI of 83.1, significantly above the 70 overbought threshold, SFL indicates potential caution for investors, as it may face risks of price corrections.










