Ecopetrol achieves highest reserve additions in four years
Ecopetrol reported its highest reserve additions in four years at the close of 2025, with net proven reserves increasing by 2.7% to 1.944 billion barrels of oil equivalent (MBPE). Despite a decrease in the Brent benchmark price, the company achieved a Reserves Replacement Index (IRR) of 121%, adding 300 MBPE of proven reserves. This success was attributed to enhanced recovery projects, optimized operational management in key fields, and contractual agreements, demonstrating Ecopetrol's commitment to value generation.
One Train Down at Atlantic LNG for Emergency Repairs
One of the trains at Atlantic LNG's facility in Trinidad and Tobago is currently down for emergency repairs, impacting global LNG supply. This comes as federal regulators have granted Cheniere Energy Inc. approval to introduce feed gas and refrigerants to the first string of the fifth train's cold end at its Corpus Christi LNG Stage 3 expansion project, bringing it closer to production. The article also notes Cheniere's request to flow gas to the cold end of string 2, signaling the final steps before LNG production is set to begin at the expansion project.
Public Sector Pension Investment Board Sells 2,579,700 Shares of TC Energy Corporation $TRP
The Public Sector Pension Investment Board significantly reduced its stake in TC Energy Corporation ($TRP) by selling 2,579,700 shares, bringing its total holdings to 100,872 shares valued at approximately $5.49 million. This move comes as TC Energy recently increased its quarterly dividend to $0.8775 per share, representing a 5.6% yield, and reported Q4 EPS of $0.70, beating estimates, despite a revenue miss. Analysts currently hold a consensus "Hold" rating on the stock with a target price of $72.50.
CenterBook Partners LP Trims Stake in Select Water Solutions, Inc. $WTTR
CenterBook Partners LP significantly reduced its stake in Select Water Solutions, Inc. (NYSE:WTTR) by 72.6% in the third quarter, selling 696,126 shares and retaining 263,146 shares. Other institutional investors made varied changes to their positions, while company CEO John Schmitz also sold a substantial number of shares. Analyst ratings for WTTR are generally positive with an average "Buy" rating and a price target of $15.50, despite recent negative news regarding a dilutive public offering and an EPS miss.
Alberta Investment Management Corp Increases Stock Position in EOG Resources, Inc. $EOG
Alberta Investment Management Corp significantly increased its stake in EOG Resources, Inc. (NYSE:EOG) by 254.5% during the third quarter, purchasing an additional 14,000 shares to hold a total of 19,500 shares valued at approximately $2.19 million. Despite this increase in institutional ownership, EOG Resources holds a "Hold" rating from analysts with an average target price of $134.30. The company's stock currently trades around $123.94, with institutional investors owning about 89.9% and insiders holding 0.13%, including a recent sale by the COO.
Crude Oil Breakout: What the Bull Flag Means for Oil Traders and UCO Buyers
Crude oil futures have broken out of a daily bull flag pattern, indicating a moderately bullish but conditional outlook. Geopolitical tensions and an unexpected inventory draw are driving this momentum, with the $65 area for crude and the $24.40-$24.60 range for the UCO ETF acting as crucial support levels for continued upward movement. Traders should monitor these levels as technical support for the breakout to remain valid.
Shale's New Titan: Devon Energy Finalizes $21.4 Billion Merger with Coterra to Reshape the American Oil Patch
Devon Energy has completed its $21.4 billion merger with Coterra Energy, creating a "mega-independent" operator with significant assets in the Permian and Marcellus basins. This strategic consolidation aims for "value over volume," operational efficiencies, and provides a multi-commodity hedge against volatile energy prices, positioning the new Devon Energy as a dominant force in the U.S. shale industry. The move signals a new era of consolidation focused on scale, capital discipline, and sustainable returns for shareholders.
EOG Resources (EOG) 'buy' rating maintained, $150 price target
This article states that EOG Resources (EOG) has had its 'buy' rating maintained with a price target of $150. No further details are provided in the current content.
Oil Index ETF (OILT) Touches New 52-Week High
The Texas Capital Texas Oil Index ETF (OILT) has reached a new 52-week high, surging 50.5% from its low. This performance is attributed to geopolitical tensions, strong U.S. petroleum net exports, and a market rotation into undervalued energy stocks. The fund, which focuses on Texas-based oil and gas extraction companies, is expected to continue its upward trend.
NewEdge Wealth LLC Acquires 102,727 Shares of EOG Resources, Inc. $EOG
NewEdge Wealth LLC significantly increased its stake in EOG Resources, Inc. by 40.5% in the third quarter, purchasing an additional 102,727 shares. The institutional investor now owns 356,650 shares valued at $37,516,000, representing approximately 0.07% of the company. Other institutional investors have also adjusted their positions in EOG Resources, and the company's stock has seen a 2.3% increase in value, with 89.91% owned by institutions.
EOG Resources (EOG) 'Buy' Rating Maintained, $150 Price Target
Siebert Williams Shank & Co recently reiterated a 'Buy' rating for EOG Resources with a $150 price target, suggesting a 22% upside. Wells Fargo also raised its price target to $127, acknowledging pressures on the oil macro environment but favoring companies with low reinvestment and strong capital discipline. EOG Resources, set to release Q4 2025 results on February 24, 2026, is targeting $4.5 billion in free cash flow and offers a 3.34% annual dividend yield.
SOCAR, Canada's Gran Tierra launch strategic onshore energy project
The State Oil Company of the Azerbaijan Republic (SOCAR) and Canada’s Gran Tierra Energy Inc. have signed an agreement to explore, develop, and produce hydrocarbon resources in an onshore block in Azerbaijan's Guba–Caspian region. Gran Tierra Energy will operate the project with a 65% interest. The agreement awaits ratification by Azerbaijan’s Milli Majlis (Parliament) before becoming effective.
Eco (Atlantic) Oil and Gas Ltd. - Move to SETS Trading Platform
Eco (Atlantic) Oil & Gas Ltd. announced its common shares will migrate to the London Stock Exchange's SETS trading platform, effective February 19, 2026. This move follows a successful institutional fundraising efforts that increased international institutional shareholders, allowing them to trade Eco's shares continuously. The company focuses on oil and gas exploration in the offshore Atlantic Margins, with interests in Guyana, Namibia, and South Africa.
EOG COO to present at Raymond James investor conference on March 3
EOG Resources (NYSE:EOG) will present at the Raymond James 47th Annual Institutional Investors Conference on Tuesday, March 3, 2026, at 7:05 a.m. Central (8:05 a.m. Eastern). Jeffrey R. Leitzell, Executive Vice President and Chief Operating Officer, will represent EOG at the conference. Live webcasts and replays of the presentation will be accessible on the company's Investors/Events & Presentations page for up to one year.
Siebert Williams Shank & Co Remains a Buy on EOG Resources (EOG)
Siebert Williams Shank & Co analyst Gabriele Sorbara maintained a Buy rating on EOG Resources (EOG) with a price target of $150.00. Sorbara is a 5-star analyst with a 15.1% average return. Despite positive analyst sentiment, corporate insider activity shows a negative outlook with increased selling of shares over the past quarter.
Analysts Estimate SM Energy (SM) to Report a Decline in Earnings: What to Look Out for
SM Energy (SM) is projected to report a year-over-year decline in earnings and lower revenues for the quarter ended December 2025. While the consensus EPS estimate has seen a 9.14% upward revision recently, the company's Most Accurate Estimate is lower, resulting in a negative Earnings ESP of -10.58%. Combined with a Zacks Rank of #3, this suggests SM Energy is not a compelling candidate for an earnings beat according to Zacks' model.
Murphy Oil (MUR): Can This Quiet Cash Machine Beat Big Oil in 2026?
Murphy Oil (MUR) is positioned as a mid-cap U.S. exploration and production company with strong ties to North American crude prices, focusing on capital discipline, shareholder returns, and oil-weighted production. While analysts offer a mixed but generally constructive outlook, investors view MUR as a tactical play on the energy market, offering potential for income and diversification but subject to commodity price volatility. The stock's performance is closely linked to WTI and Brent prices, with conservative leverage and a base dividend policy aiming for shareholder-friendly returns.
Siebert Williams Shank & Co Remains a Buy on EOG Resources (EOG)
Siebert Williams Shank & Co analyst Gabriele Sorbara maintained a Buy rating on EOG Resources (EOG) with a price target of $150.00. The company's shares closed at $120.73, and the analyst has a 63.49% success rate in the Energy sector. Despite a "Moderate Buy" analyst consensus, corporate insider sentiment for EOG Resources is currently negative, with several insider share sales reported.
First National Bank of Omaha Purchases Shares of 93,323 EOG Resources, Inc. $EOG
First National Bank of Omaha recently acquired 93,323 shares of EOG Resources, Inc. (NYSE:EOG) in Q3, valued at approximately $10.46 million. This new position highlights institutional interest in the energy exploration company, whose stock trades with a market capitalization of $64.86 billion and a P/E of 11.91. While analysts have a mixed view, resulting in a "Hold" consensus rating with an average target price of $134.30, institutional investors collectively own a significant 89.91% of the shares.
Devon-Coterra Plan $1B in Capex Cuts, Leaving Array of Midstream Assets Vulnerable
Devon Energy and Coterra Energy's $58 billion merger targets $1 billion in annual synergies by year-end 2027, primarily through reduced capital spending and optimized field operations. This significant cutback, especially from merging operations that ran 32 rigs in 2026, could leave various midstream assets vulnerable to reduced drilling activity across multiple basins. The companies' focus on the Delaware Basin as their "crown jewel" suggests potential cutbacks in more marginal basins like Bakken, Anadarko, Eagle Ford, and Powder River.
Why Diamondback (FANG) is Poised to Beat Earnings Estimates Again
Diamondback Energy (FANG) is expected to beat its upcoming earnings estimates, continuing a strong trend of surpassing projections. The company has a positive Zacks Earnings ESP of +0.91% and a Zacks Rank #3 (Hold), indicating a high probability of another positive surprise. Diamondback Energy is scheduled to release its next earnings report on February 23, 2026.
Analysts Estimate EOG Resources (EOG) to Report a Decline in Earnings: What to Look Out for
Analysts expect EOG Resources (EOG) to report a year-over-year decline in earnings despite higher revenues for the quarter ended December 2025. The company is projected to post quarterly earnings of $2.20 per share, a 19.7% decrease, on revenues of $5.8 billion, up 3.9%. With a Zacks Rank of #4 and a negative Earnings ESP of -1.53%, the article suggests it's difficult to predict an earnings beat for EOG, while an industry peer, Diamondback Energy (FANG), shows a stronger likelihood of beating estimates.
34,604 Shares in EOG Resources, Inc. $EOG Purchased by GSA Capital Partners LLP
GSA Capital Partners LLP recently acquired 34,604 shares of EOG Resources (NYSE:EOG), valued at approximately $3.88 million, making it their seventh-largest position. Despite a COO's insider stock sale in December, institutional investors maintain a significant 89.91% ownership. The stock is currently rated "Hold" by analysts with an average price target of $134.30.
EOG Resources, Inc. $EOG Shares Sold by Shell Asset Management Co.
Shell Asset Management Co. significantly reduced its stake in EOG Resources, Inc. by 84.3% in Q3, selling 28,324 shares. Additionally, COO Jeffrey R. Leitzell sold 2,000 shares of EOG stock in December. Analysts currently hold a "Hold" consensus rating for EOG, with a price target of $134.30.
Aberdeen Group plc Sells 50,543 Shares of EOG Resources, Inc. $EOG
Aberdeen Group plc reduced its stake in EOG Resources, Inc. by 14.0% in the third quarter, selling 50,543 shares and retaining 311,085 shares valued at approximately $35.26 million. EOG Resources currently has a "Hold" rating from analysts with an average price target of $134.30. The company's COO also recently sold 2,000 shares, reducing his direct ownership by 3.51%.
BP, Eni Discover More Oil offshore Angola
Azule Energy, a joint venture between Eni SpA and BP PLC, has announced a new oil discovery in Angola's offshore Lower Congo Basin, estimated to hold about 500 million barrels. This discovery, named Algaita-01, is the 23rd in Block 15/06 and is located close to existing production facilities, making monetization swift. Angolan authorities have lauded the find, emphasizing its potential positive impact on national production and state revenues.
Devon Energy Coterra Merger Redefines Scale And Capital Returns Potential
Devon Energy (NYSE:DVN) has announced an all-stock merger with Coterra Energy, forming a combined entity valued at $58 billion. The deal includes a 31% dividend increase and a $5 billion share repurchase program, focusing on scale, diversification across multiple basins, and capital returns rather than production growth. While offering potential benefits like reduced risk and defined capital returns, the merger also carries integration and commodity price swing risks for investors to consider.
Devon Energy Coterra Merger Redefines Scale And Capital Returns Potential
Devon Energy announced an all-stock merger with Coterra Energy, forming a combined company valued at $58 billion. This merger aims to create a larger, more diversified energy producer with a focus on scale, capital returns, including a 31% dividend increase and a $5 billion share repurchase program, rather than just production growth. Investors should monitor integration plans, capital allocation, and the combined company's financial profile.
GF Fund Management CO. LTD. Reduces Stock Position in EOG Resources, Inc. $EOG
GF Fund Management CO. LTD. reduced its stake in EOG Resources, Inc. by 9.1% in the third quarter, selling 13,024 shares and now holding 130,482 shares valued at approximately $14.63 million. Analyst coverage for EOG Resources is mixed, with an average "Hold" rating and an average price target of $134.30. Institutional investors own a significant portion of the stock at 89.91%, while insiders hold 0.13%, with the COO recently selling 2,000 shares.
EOG Resources (NYSE:EOG) Price Target Raised to $157.00
Raymond James Financial increased its price target for EOG Resources (NYSE:EOG) from $153.00 to $157.00, reiterating a "strong-buy" rating and implying a nearly 30% upside. This adjustment contrasts with a mixed analyst sentiment, which currently holds a consensus "Hold" rating and a target price of $134.30. The article also notes recent insider selling by the COO and significant institutional ownership in the company.
ING Groep NV Takes $2.53 Million Position in EOG Resources, Inc. $EOG
ING Groep NV has acquired a new position in EOG Resources, Inc. (NYSE:EOG), purchasing 22,584 shares valued at approximately $2.53 million in the third quarter. Other institutional investors have also adjusted their holdings in the energy exploration company. EOG Resources currently has a market capitalization of $65.57 billion and a consensus "Hold" rating from analysts with a target price of $134.15.
VEN Plans to Grant More Oil Blocks to Chevron and Repsol
Venezuela intends to grant additional oil production blocks to Chevron Corp. and Repsol SA as the Trump administration pushes for private companies to revitalize the nation's energy sector. This move aims to increase Venezuela's oil production, which has severely declined, and to diminish the influence of China and Russia in the region. US Energy Secretary Chris Wright highlighted Chevron's potential to significantly expand its operations and production in Venezuela.
The Rise of the 'Super-Independent': Devon and Coterra’s $58 Billion Merger Reshapes the Shale Landscape
Devon Energy and Coterra Energy have announced a $58 billion all-stock merger, creating a "super-independent" powerhouse with a dominant presence in the Delaware Basin and diversified assets. This move signifies a shift towards "Value over Volume" in the shale industry, prioritizing scale and efficiency. The combined entity will have a production capacity exceeding 1.6 million boe/d and aims for $1 billion in annual pre-tax synergies, along with a significant dividend increase and share repurchase program.
The Birth of a $58 Billion Shale Titan: Devon and Coterra Reshape the Delaware Basin
Devon Energy and Coterra Energy have announced a definitive merger agreement to create a $58 billion "super-independent" powerhouse, consolidating a massive footprint in the Delaware Basin. This all-stock transaction, valued at $21.4 billion, aims to maximize shareholder returns through a "Value over Volume" model, promising a 31% increase in base dividend and a $5 billion share repurchase program. The merger signifies a significant consolidation trend within the U.S. shale industry, creating a more resilient entity and impacting the broader energy sector.
Varma Mutual Pension Insurance Co Grows Position in EOG Resources, Inc. $EOG
Varma Mutual Pension Insurance Co increased its stake in EOG Resources, Inc. by 8.6% in the third quarter, bringing its total holdings to 146,792 shares valued at $16.46 million. Other institutions like Cullen Capital Management LLC and Rockland Trust Co. also boosted their positions. Analyst ratings for EOG Resources are mixed, with a consensus "Hold" rating and an average target price of $134.15, while insider COO Jeffrey R. Leitzell recently sold shares.
Occidental Petroleum (OXY) stock edges lower in premarket after sharp drop as oil stays in focus
Occidental Petroleum's stock edged lower in premarket trading after a significant drop, influenced by volatile oil prices and a softened demand outlook. Traders are closely monitoring U.S. inflation data and upcoming earnings reports from Occidental Petroleum, with oil prices continuing to fluctuate due to geopolitical factors and revised global demand forecasts. The company's stock performance is highly sensitive to crude oil movements, and investors are looking for clarity on production trends, costs, and debt reduction strategies from its upcoming Q4 2025 earnings call.
This Insider Has Just Sold Shares In Timken
Richard Kyle, a Director at The Timken Company (NYSE:TKR), recently sold shares worth US$3.2 million at an average price of US$107, reducing his total holding by 11%. This was the largest insider sale at Timken in the past year, and there have been no insider purchases during the same period. Despite insiders owning a significant 3.8% of the company, the analysis of these transactions suggests a lack of confidence, prompting a recommendation to review potential risks.
BATL Stock Price, Forecast & Analysis | BATTALION OIL CORP (NYSEARCA:BATL)
This article provides an analysis of Battalion Oil Corp (BATL) stock, including its current price, performance metrics, and technical and fundamental ratings from ChartMill. It highlights that BATL has a strong technical rating (9/10) but a poor fundamental rating (1/10) and operates in the oil and gas exploration and production sector, focusing on the Delaware Basin. The company's key statistics, financial data, ownership details, and recent news are also covered.
Roth Capital Downgrades EOG Resources (EOG) to Neutral From Buy, Lowers PT to $134
Roth Capital has downgraded EOG Resources (EOG) from Buy to Neutral and reduced its price target from $149 to $134. This adjustment follows the firm's reevaluation of the oil and gas company's outlook.
Antero Resources (AR) Q4 Earnings Miss Estimates
Antero Resources (AR) reported Q4 earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.52 per share and falling below the $0.58 per share reported a year ago. Despite exceeding revenue estimates with $1.41 billion for the quarter, the company has not consistently surpassed EPS estimates over the last four quarters, leading to a Zacks Rank #4 (Sell) for its stock. The earnings outlook for the coming quarters and the general industry performance will be key factors influencing the stock's future movement.
Analysts Offer Insights on Energy Companies: Riley Exploration Permian (REPX) and ARC Resources (OtherAETUF)
Two energy companies, Riley Exploration Permian (REPX) and ARC Resources (AETUF), have received bullish sentiments from analysts. William Blair analyst Neal Dingmann maintained a Buy rating on Riley Exploration Permian, while Jefferies analyst Sam Burwell maintained a Buy rating on ARC Resources with a price target of C$26.00. Both companies have an analyst consensus of Moderate Buy, with price targets suggesting potential upside from current levels.
EOG Resources (NYSE:EOG) Given New $139.00 Price Target at Stephens
Stephens has increased its price target for EOG Resources (NYSE:EOG) from $138.00 to $139.00, maintaining an "equal weight" rating and suggesting a potential upside of 18.77%. Other analysts have offered mixed ratings, with the consensus being a "Hold" and an average target price of $134.15. The article also highlights recent insider stock sales and significant institutional investment in the company.
April 2nd Options Now Available For EOG Resources
New options contracts for EOG Resources (EOG) with an April 2nd expiration are now available. Stock Options Channel identified a put contract at a $105.00 strike price and a call contract at a $119.00 strike price, both offering potential investment strategies for investors. The article details how these contracts can be used for YieldBoost strategies, outlining the potential returns and risks for both selling puts and covered calls.
Oppenheimer & Co. Inc. Boosts Holdings in Range Resources Corporation $RRC
Oppenheimer & Co. Inc. significantly increased its stake in Range Resources Corporation (NYSE:RRC) during the third quarter, boosting its holdings by 753.5% to 90,179 shares valued at $3.39 million. Several other institutional investors also adjusted their positions in the oil and gas exploration company. Analyst sentiment for RRC is mixed, with a consensus "Hold" rating and an average price target of $41.12, while the company recently paid a quarterly dividend of $0.09 per share.
Rhumbline Advisers Has $115.09 Million Position in EOG Resources, Inc. $EOG
Rhumbline Advisers reduced its stake in EOG Resources (NYSE:EOG) by 4.0% in the third quarter, now owning 1,026,500 shares valued at approximately $115.09 million. Other institutional investors also adjusted their positions in the energy exploration company. Analysts have issued varied ratings and price targets for EOG, which currently has a market capitalization of $64.12 billion.
Zacks Research Reduces Earnings Estimates for EOG Resources
Zacks Research has lowered its FY2025 earnings per share estimates for EOG Resources (NYSE:EOG) to $10.01, down from $10.07, and maintains a "Strong Sell" rating. Other analysts have given EOG Resources a consensus "Hold" rating with an average target price of $134.07. The company's stock trades at $118.17, with a market capitalization of $64.12 billion.
Is NOG’s Larger Hedge Book and Non‑Cash Impairment Quietly Reframing Its Earnings Story?
Northern Oil and Gas, Inc. (NOG) reported a significant non-cash impairment of US$260-270 million due to lower oil prices, which will impact reported earnings but not cash flows. The company has also expanded its hedge book for 2026 to protect its capital program from commodity price volatility. This move highlights NOG's strategy to balance shareholder payouts, manage debt, and navigate fluctuating commodity prices within its non-operated, acquisition-heavy U.S. shale model.
Improved Earnings Required Before California Resources Corporation (NYSE:CRC) Stock's 25% Jump Looks Justified
California Resources Corporation (NYSE:CRC) recently saw its stock jump 25% in a month, despite a 40% earnings decline over the last year. Analysts predict a continued earnings decrease of 9.6% annually for the next three years, contrasting with the broader market's expected 12% growth. This negative outlook contributes to the company's low P/E ratio of 12.4x and suggests that further share price appreciation may be difficult without significantly improved earnings.
Cibc World Market Inc. Reduces Holdings in EOG Resources, Inc. $EOG
Cibc World Market Inc. reduced its stake in EOG Resources (NYSE:EOG) by 7.7% in Q3, selling 17,274 shares and ending the quarter with 208,431 shares valued at $23.37 million. This move comes as EOG shares saw a 4.9% increase, trading within a 12-month range of $101.59 to $135.87, and with a current market cap of $64.12 billion. Insider selling was also noted, with COO Jeffrey R. Leitzell selling 2,000 shares, while analysts maintain a consensus "Hold" rating with a target price of $134.07.
Candriam S.C.A. Has $4.54 Million Holdings in EOG Resources, Inc. $EOG
Candriam S.C.A. significantly increased its stake in EOG Resources, Inc. by 50.5% in the third quarter, now owning 40,532 shares valued at approximately $4.54 million. Institutional investors hold a substantial 89.91% of EOG stock, while analysts maintain an average "Hold" rating with a consensus price target of $134.07. The article also details recent insider transactions and other hedge fund adjustments to their positions in EOG Resources.
