Chord Energy Q4 adjusted EPS misses estimates

Chord Energy

25/02/2026 21:54

Overview

Oil producer's Q4 adjusted EPS missed analyst expectations

Company declared $1.30/share base dividend and repurchased 3.5 mln shares

Completed acquisition of Williston Basin assets from XTO Energy

Outlook

Chord expects FY26 oil volumes between 157 MBopd and 161 MBopd

Company projects FY26 CapEx at $1.4 bln

Chord plans to TIL 135-165 gross operated wells in FY26

Result Drivers

STRONG EXECUTION - Oil volumes reached the high end of company guidance, supported by efficient capital spending below expectations

COST CONTROL - Lease Operating Expenses were below initial company expectations, aiding profitability despite lower gas volumes

ASSET INTEGRATION - Completed acquisition of core Williston Basin assets from XTO Energy, enhancing reserve base

Company press release: ID:nPn1GkXMKa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted EPS
Miss
$1.28
$1.30 (17 Analysts)
Q4 EPS
$1.48
Q4 Net Income
$84.40 mln
Q4 Adjusted EBITDA
$506.40 mln
Q4 Adjusted Free Cash Flow
$175 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the oil & gas exploration and production peer group is "buy"

Wall Street's median 12-month price target for Chord Energy Corp is $129.00, about 23% above its February 24 closing price of $104.92

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)