Zacks Research Has Bullish Forecast for USAC Q3 Earnings

USA Compression Partners, LP (NYSE:USAC) – Analysts at Zacks Research boosted their Q3 2026 EPS estimates for USA Compression Partners in a report released on Tuesday, September 8th. Zacks Research analyst Team now forecasts that the oil and gas company will post earnings of $0.20 per share for the quarter, up from their previous estimate of $0.19. Zacks Research has a “Hold” rating on the stock. The consensus estimate for USA Compression Partners’ current full-year earnings is $1.17 per share. Zacks Research also issued estimates for USA Compression Partners’ Q4 2026 earnings at $0.24 EPS, FY2026 earnings at $1.02 EPS, Q1 2027 earnings at $0.30 EPS, Q2 2027 earnings at $0.28 EPS, Q3 2027 earnings at $0.28 EPS, FY2027 earnings at $1.15 EPS, Q1 2028 earnings at $0.32 EPS and FY2028 earnings at $1.38 EPS.

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

A number of other research analysts also recently issued reports on the company. Mizuho upped their price objective on USA Compression Partners from $28.00 to $29.00 and gave the company a “neutral” rating in a research note on Friday, June 12th. Wall Street Zen upgraded shares of USA Compression Partners from a “hold” rating to a “buy” rating in a report on Saturday, August 29th. Citigroup boosted their target price on shares of USA Compression Partners from $26.00 to $28.00 and gave the company a “neutral” rating in a research note on Wednesday, May 13th. Finally, Royal Bank Of Canada increased their target price on shares of USA Compression Partners from $30.00 to $31.00 and gave the company a “sector perform” rating in a research report on Tuesday, September 1st. One research analyst has rated the stock with a Strong Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $29.50.

USA Compression Partners Stock Performance

Shares of USAC opened at $27.69 on Thursday. The company has a current ratio of 1.35, a quick ratio of 0.68 and a debt-to-equity ratio of 10.25. The company has a market capitalization of $4.01 billion, a price-to-earnings ratio of 26.12 and a beta of 0.23. The stock has a 50 day moving average of $26.56 and a 200 day moving average of $27.21. USA Compression Partners has a 12 month low of $21.85 and a 12 month high of $30.55.

Hedge Funds Weigh In On USA Compression Partners

Several hedge funds have recently bought and sold shares of the company. Morgan Stanley increased its stake in USA Compression Partners by 123.5% in the 4th 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. Goldman Sachs Group Inc. boosted its position in shares of USA Compression Partners by 82.7% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,863,377 shares of the oil and gas company’s stock valued at $77,254,000 after acquiring an additional 1,296,339 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in shares of USA Compression Partners by 29.8% during the fourth quarter. JPMorgan Chase & Co. now owns 4,599,073 shares of the oil and gas company’s stock worth $105,779,000 after purchasing an additional 1,056,548 shares in the last quarter. Alps Advisors Inc. increased its position in shares of 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 worth $408,209,000 after purchasing an additional 642,462 shares during the last quarter. Finally, Corient Private Wealth LLC raised its stake in USA Compression Partners by 131.7% in the second quarter. Corient Private Wealth LLC now owns 412,900 shares of the oil and gas company’s stock valued at $10,038,000 after purchasing an additional 234,730 shares in 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 related news, Director Bradford Whitehurst acquired 6,000 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were bought at an average cost of $26.10 per share, for a total transaction of $156,600.00. Following the purchase, the director owned 43,616 shares in the company, valued at $1,138,377.60. This trade represents a 15.95% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

USA Compression Partners Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Monday, July 27th were issued a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 7.6%. The ex-dividend date of this dividend was Monday, July 27th. USA Compression Partners’s dividend payout ratio (DPR) is presently 198.11%.

USA Compression Partners News Roundup

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

• Positive Sentiment: Earnings estimates increased: Zacks Research raised its forecasts for every listed period, including Q3 2026 EPS to $0.20 from $0.19, FY2026 EPS to $1.02 from $1.00, FY2027 EPS to $1.15 from $1.12, and FY2028 EPS to $1.38 from $1.36. The revisions suggest analysts see somewhat stronger earnings momentum for the natural-gas compression partnership. Zacks Research estimate revisions
• Neutral Sentiment: Analyst stance remains cautious: Despite the higher projections, Zacks Research maintained a “Hold” rating. Its $1.17 current-year consensus EPS estimate remains above the firm’s revised $1.02 FY2026 forecast, indicating that the revisions are constructive but not a major change in the overall outlook.
• Negative Sentiment: New debt adds financing obligations: USA Compression Partners and USA Compression Finance priced $600 million of senior unsecured notes at 6.750%, due in 2035. The notes are being issued at par and are expected to close September 18, subject to customary conditions. The transaction gives USAC additional capital but adds substantial long-term interest expense and credit risk; the impact may be particularly relevant given the partnership’s already high debt-to-equity ratio. USA Compression Partners senior notes offering

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.