Zacks Research Issues Negative Forecast for USAC Earnings

USA Compression Partners, LP (NYSE:USAC) – Equities research analysts at Zacks Research reduced their Q3 2026 earnings estimates for USA Compression Partners in a research note issued on Tuesday, August 25th. Zacks Research analyst Team now expects that the oil and gas company will earn $0.19 per share for the quarter, down from their previous estimate of $0.25. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for USA Compression Partners’ current full-year earnings is $1.00 per share. Zacks Research also issued estimates for USA Compression Partners’ Q4 2026 earnings at $0.23 EPS, FY2026 earnings at $1.00 EPS, Q1 2027 earnings at $0.29 EPS, Q2 2027 earnings at $0.27 EPS, Q3 2027 earnings at $0.27 EPS, Q4 2027 earnings at $0.29 EPS, FY2027 earnings at $1.12 EPS, Q1 2028 earnings at $0.31 EPS and FY2028 earnings at $1.36 EPS.

USA Compression Partners (NYSE:USAC) last announced its earnings results on Tuesday, August 4th. The oil and gas company reported $0.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.28 by $0.03. The firm had revenue of $342.15 million for the quarter, compared to analyst estimates of $340.49 million. USA Compression Partners had a net margin of 12.43% and a return on equity of 179.77%.

USAC has been the subject of several other research reports. Royal Bank Of Canada lifted their price target on USA Compression Partners from $29.00 to $30.00 and gave the company a “sector perform” rating in a report on Friday, June 5th. Mizuho upped their price target on shares of USA Compression Partners from $28.00 to $29.00 and gave the stock a “neutral” rating in a research report on Friday, June 12th. Finally, Citigroup increased their price target on shares of USA Compression Partners from $26.00 to $28.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 13th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $29.25.

USA Compression Partners Price Performance

USAC stock opened at $26.80 on Wednesday. USA Compression Partners has a 52-week low of $21.85 and a 52-week high of $30.55. The stock’s fifty day simple moving average is $26.25 and its 200-day simple moving average is $27.15. The company has a quick ratio of 0.68, a current ratio of 1.35 and a debt-to-equity ratio of 10.25. The stock has a market capitalization of $3.88 billion, a price-to-earnings ratio of 25.28 and a beta of 0.22.

Institutional Investors Weigh In On USA Compression Partners

Several institutional investors and hedge funds have recently modified their holdings of USAC. Alps Advisors Inc. grew its position in USA Compression Partners by 3.8% in the fourth quarter. Alps Advisors Inc. now owns 17,748,200 shares of the oil and gas company’s stock valued at $408,209,000 after acquiring an additional 642,462 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in USA Compression Partners by 29.8% in the 4th quarter. JPMorgan Chase & Co. now owns 4,599,073 shares of the oil and gas company’s stock worth $105,779,000 after buying an additional 1,056,548 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in USA Compression Partners by 9.9% in the 4th quarter. Goldman Sachs Group Inc. now owns 3,344,670 shares of the oil and gas company’s stock worth $76,927,000 after buying an additional 302,491 shares in the last quarter. Morgan Stanley increased its position in shares of USA Compression Partners by 123.5% during the fourth quarter. Morgan Stanley now owns 2,712,603 shares of the oil and gas company’s stock worth $62,390,000 after acquiring an additional 1,498,928 shares during the last quarter. Finally, Raymond James Financial Inc. increased its position in shares of USA Compression Partners by 2.5% during the third quarter. Raymond James Financial Inc. now owns 562,735 shares of the oil and gas company’s stock worth $13,506,000 after acquiring an additional 13,992 shares during the last quarter. Hedge funds and other institutional investors own 47.77% of the company’s stock.

Insider Buying and Selling at USA Compression Partners

In other USA Compression Partners news, Director Bradford D. Whitehurst bought 6,000 shares of USA Compression Partners stock in a transaction that occurred on Friday, August 21st. The shares were acquired at an average price of $26.10 per share, for a total transaction of $156,600.00. Following the acquisition, the director owned 43,616 shares of the company’s stock, valued at $1,138,377.60. The trade was a 15.95% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link.

USA Compression Partners Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 7th. Shareholders of record on Monday, July 27th were given a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 7.8%. The ex-dividend date of this dividend was Monday, July 27th. USA Compression Partners’s payout ratio is 198.11%.

Key Stories Impacting USA Compression Partners

Here are the key news stories impacting USA Compression Partners this week:

• Positive Sentiment: Director Bradford Whitehurst purchased a combined 10,000 USAC shares for approximately $262,200 at average prices of $26.10 and $26.40. The purchases increased his direct holdings substantially and may signal confidence in the partnership’s valuation and operating outlook. Insider Buying: USA Compression Partners Director Purchases Shares
• Positive Sentiment: USAC’s latest quarterly results offer a favorable earnings backdrop: the company reported $0.31 in EPS, above the $0.28 consensus estimate, while revenue of $342.15 million also exceeded expectations of $340.49 million.
• Neutral Sentiment: The partnership recently declared a quarterly distribution of $0.525 per share, equivalent to $2.10 annually and a yield near 7.9%. However, the payout ratio is approximately 198%, highlighting the importance of cash flow and financial stability for income-focused investors.
• Neutral Sentiment: Analyst opinion remains mixed. The consensus rating is “Hold,” with an average price target of $29.25, while RBC, Mizuho and Citigroup maintain neutral ratings and have price targets ranging from $28 to $30.
• Negative Sentiment: Zacks Research reduced its EPS forecasts across several periods, including Q3 2026 to $0.19 from $0.25, Q4 2026 to $0.23 from $0.28, FY2026 to $1.00 from $1.04, FY2027 to $1.12 from $1.22, and FY2028 to $1.36 from $1.46. The firm also lowered estimates for 2027 quarterly earnings and assigned USAC a “Strong Sell” rating. These revisions suggest expectations for slower earnings growth and are the main negative catalyst for the shares.

About USA Compression Partners

USA Compression Partners (NYSE: USAC) is a Houston-based master limited partnership specializing in natural gas compression services for oil and gas producers. The company offers a full suite of midstream compression solutions designed to enhance production flow and optimize field operations. Its core activities include the design, engineering, fabrication, installation, operation and maintenance of natural gas compression equipment onshore across key U.S. basins.

USA Compression’s product and service offerings encompass new equipment deployment, aftermarket parts and component sales, field service support, and instrumentation and control systems.