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Stock impact report

Hess Midstream: A Compelling Idea For 2026 [Seeking Alpha]

Hess Midstream LP Class A Share (HESM) 
Last hess midstream lp class a share earnings: 1/29 08:00 am Check Earnings Report
Company Research Source: Seeking Alpha
HESM pivots from growth to maximizing shareholder returns, with distribution growth of 5% annually through 2027 fully covered by cash flow and CPI-linked fee escalators. Buybacks are highly accretive at current prices, with potential for $200 million in repurchases next year and leverage maintained at a conservative 3x. Potential Chevron acquisition of HESM remains a distinct 2026 catalyst, but standalone prospects support a 12–13% annualized return base case. DNY59/iStock via Getty Images Hess Midstream ( HESM ) has been a poor performer over the past year, losing 8% of its value with particular weakness over the past three months. Concerns about slower long-term growth and Chevron's ( This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of HESM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Show less Read more
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