The war in Iran has sent the energy sector soaring. However, two high-yielding names have been mostly left behind. I detail why I think these could be the most compelling buys in energy right now.

Chickasaw Capital Management LLC grew its stake in shares of Antero Midstream Corporation (NYSE: AM) by 11.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,409,183 shares of the pipeline company's stock after acquiring an additional 147,250 shares

Antero Midstream (NYSE: AM) stock climbed 2.18% on Tuesday, March 24, reaching a fresh 52-week high of $23.46.

Algert Global LLC boosted its holdings in shares of Antero Midstream Corporation (NYSE: AM) by 105.2% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,153,609 shares of the pipeline company's stock after buying an additional 591,346 shares during the quarter.

The war in Iran has thrust the energy sector into extreme volatility once again.

Antero Midstream (AM) reported earnings 30 days ago. What's next for the stock?

Antero Midstream Corporation (NYSE: AM - Get Free Report) has been given an average recommendation of "Hold" by the five analysts that are covering the stock, MarketBeat.com reports. One investment analyst has rated the stock with a sell recommendation, three have given a hold recommendation and one has given a buy recommendation to the company. The

Twenty-nine midstream energy companies were evaluated on a relative favorability matrix with factors representing yield, yield coverage, valuation, profitability, growth, and leverage. Based on this analysis, UGP, HESM, and USAC are the most favorable prospects in the midstream industry. I recommend investors who own TRP, GEL, or DKL carefully review their position, as these midstreams compare unfavorably to peers.

Ares Capital Corp. offers a compelling 10% yield, backed by top-tier management, strong risk controls, and a robust track record. ARCC's diversified portfolio, scale advantages, and disciplined software exposure support its risk/reward profile, even amid cyclical headwinds. Antero Midstream delivers high ROIC, conservative payout, and strong free cash flow growth, prioritizing buybacks over dividend hikes.

Antero Midstream finished 2025 around the high end of expectations. Its 2026 adjusted EBITDA growth is expected to be driven by its HG Energy acquisition, followed by high-single-digit growth in 2027. This would put its 2027 adjusted EBITDA around $1.3 billion, which should be able to support an increased quarterly dividend of $0.30 per share.