USA Compression Partners, LP (NYSE:USAC) Receives Average Rating of “Reduce” from Brokerages

Shares of USA Compression Partners, LP (NYSE:USAC) have been assigned a consensus rating of “Reduce” from the five ratings firms that are covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation and four have assigned a hold recommendation to the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $26.75.

Several brokerages have commented on USAC. Wall Street Zen upgraded shares of USA Compression Partners from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Mizuho upped their price target on shares of USA Compression Partners from $23.00 to $25.00 and gave the company a “neutral” rating in a research report on Monday, January 12th. Citigroup reiterated a “neutral” rating on shares of USA Compression Partners in a research report on Tuesday, December 2nd. Stifel Nicolaus boosted their target price on shares of USA Compression Partners from $27.00 to $30.00 and gave the company a “hold” rating in a research note on Wednesday. Finally, Zacks Research lowered USA Compression Partners from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st.

Key Headlines Impacting USA Compression Partners

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

• Positive Sentiment: Company reported record Q4 total revenue ($252.5M), higher net income and strong operating cash flow (about $139.5M), signaling resilient end‑market demand and solid free‑cash generation. USA Compression Partners Reports Fourth-Quarter 2025 Results and Provides 2026 Outlook; Achieves Record Results
• Positive Sentiment: Management provided 2026 adjusted‑EBITDA guidance of $770M–$800M and reiterated integration plans for the J‑W Power acquisition, which supports medium‑term growth and margin expansion expectations. USA Compression forecasts $770M–$800M adjusted EBITDA in 2026 while integrating J-W Power acquisition
• Neutral Sentiment: Company filed its 2025 Form 10‑K, providing updated disclosures and allowing investors to review full financials, risks and acquisition details. USA Compression Partners LP Announces Filing of 2025 Annual Report on Form 10-K
• Negative Sentiment: Mixed/tepid near‑term operational metrics: reported EPS was $0.28 (around consensus) but revenue landed slightly below estimates (~$252.48M vs. ~$253.4M), and some outlets framed the quarter as a softer profit/earnings miss — a reason for caution on beat‑and‑raise expectations. USA Compression Partners reports softer Q4 profit, earnings miss despite record revenue
• Neutral Sentiment: Earnings call slide deck and transcript provide color on pricing, utilization and integration synergies—useful for valuation assumptions but not immediate catalysts. USA Compression Partners, LP Common Units 2025 Q4 – Results – Earnings Call Presentation

USA Compression Partners Stock Up 2.2%

NYSE USAC traded up $0.57 on Wednesday, reaching $26.50. 33,626 shares of the stock traded hands, compared to its average volume of 222,238. USA Compression Partners has a 12 month low of $21.59 and a 12 month high of $28.67. The company has a market cap of $3.25 billion, a price-to-earnings ratio of 33.13 and a beta of 0.23. The firm’s fifty day simple moving average is $24.76 and its 200 day simple moving average is $24.07.

USA Compression Partners (NYSE:USAC) last posted its quarterly earnings data on Tuesday, February 17th. The oil and gas company reported $0.28 earnings per share for the quarter, meeting the consensus estimate of $0.28. The company had revenue of $252.48 million during the quarter, compared to analyst estimates of $253.43 million. USA Compression Partners had a net margin of 10.99% and a negative return on equity of 76.84%. As a group, equities research analysts forecast that USA Compression Partners will post 1.05 EPS for the current fiscal year.

USA Compression Partners Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 6th. Shareholders of record on Monday, January 26th were paid a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 7.9%. The ex-dividend date of this dividend was Monday, January 26th. USA Compression Partners’s payout ratio is 262.50%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in USAC. Goldman Sachs Group Inc. increased its holdings in USA Compression Partners by 82.7% in the first quarter. Goldman Sachs Group Inc. now owns 2,863,377 shares of the oil and gas company’s stock worth $77,254,000 after buying an additional 1,296,339 shares during the last quarter. D.A. Davidson & CO. grew its position in USA Compression Partners by 15.6% in the second quarter. D.A. Davidson & CO. now owns 23,227 shares of the oil and gas company’s stock worth $565,000 after acquiring an additional 3,129 shares in the last quarter. JPMorgan Chase & Co. increased its stake in shares of USA Compression Partners by 274.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 5,351,079 shares of the oil and gas company’s stock worth $130,085,000 after purchasing an additional 3,922,383 shares during the last quarter. Global Retirement Partners LLC bought a new position in shares of USA Compression Partners during the 2nd quarter valued at $255,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of USA Compression Partners by 14.1% in the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 5,305,265 shares of the oil and gas company’s stock valued at $128,971,000 after purchasing an additional 654,001 shares during the last quarter. 47.77% of the stock is owned by hedge funds and other institutional investors.

USA Compression Partners Company Profile

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.