Berry Corporation

NasdaqGS:BRY Lagerbericht

Marktkapitalisierung: US$253.0m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Berry Management

Management Kriterienprüfungen 1/4

Berry CEO ist Fernando Araujo , ernannt in Jan 2023, hat eine Amtszeit von 2.92 Jahren. Die jährliche Gesamtvergütung beträgt $3.66M , bestehend aus 15% Gehalt und 85% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.42% der Aktien des Unternehmens, im Wert von $1.05M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.9 Jahre bzw. 2.8 Jahre.

Wichtige Informationen

Fernando Araujo

Geschäftsführender

US$3.7m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts15.02%
Amtszeit als Geschäftsführer2.9yrs
Eigentum des Geschäftsführers0.4%
Durchschnittliche Amtszeit des Managements2.9yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder2.8yrs

Jüngste Management Updates

Recent updates

Analyse-Update Dec 14

BRY: Carbon Regulation Progress Will Drive Value In Pending All-Stock Merger

Analysts have cut their price target on Berry to $4, reflecting lower fair value estimates and weaker outlooks for revenue growth and margins, despite expected deal synergies and the strategic industrial logic from its combination with California Resources. Analyst Commentary The latest research updates on Berry and its pending combination with California Resources reflect a mixed but increasingly constructive narrative.
Analyse-Update Sep 17

California Reforms And Utah Projects Will Unlock Drilling Opportunities

Analyst price targets for Berry have been revised down from $4.44 to $3.84 as initial optimism over cost synergies and operational alignment from the California Resources acquisition is tempered by concerns over deal valuation and the diminished standalone upside for Berry. Analyst Commentary Bullish analysts highlight that the announced acquisition of Berry by California Resources is strategically logical given the asset overlap and adjacency in California, supporting operational integration.
Analyseartikel Aug 15

Growth Investors: Industry Analysts Just Upgraded Their Berry Corporation (NASDAQ:BRY) Revenue Forecasts By 13%

NasdaqGS:BRY 1 Year Share Price vs Fair Value Explore Berry's Fair Values from the Community and select yours...
Analyseartikel Jul 03

Improved Revenues Required Before Berry Corporation (NASDAQ:BRY) Stock's 27% Jump Looks Justified

Berry Corporation ( NASDAQ:BRY ) shares have had a really impressive month, gaining 27% after a shaky period...
Analyseartikel Jun 25

Is Berry (NASDAQ:BRY) Weighed On By Its Debt Load?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha Jun 18

Berry Corporation: Strong Operating Cost Performance

Summary Berry gets some benefit from stronger oil prices, although it is roughly 75% hedged on oil in 2025. Berry's Q1 2025 lease operating expenses came in at $26.40 per BOE, around 9% lower than its full-year guidance midpoint of $28.90 per BOE. I am not assuming that reduction is sustainable yet, but it would help Berry significantly if it is. A $2 per BOE reduction in lease operating expenses has around the same impact on Berry's post-hedge 2025 free cash flow as a roughly $10 increase in oil prices. Read the full article on Seeking Alpha
Analyseartikel May 11

Berry Corporation (NASDAQ:BRY) Held Back By Insufficient Growth Even After Shares Climb 28%

Berry Corporation ( NASDAQ:BRY ) shareholders are no doubt pleased to see that the share price has bounced 28% in the...
Seeking Alpha Apr 24

Berry Corporation Increases Its Oil Swap Positions

Summary Berry is projected to generate $61 million in 2025 free cash flow at current strip, benefiting from mid-$70s Brent hedges. It converted oil collars and puts to swaps for its 2026 and 2027 hedges. Berry now has around 63% of its 2026 oil production hedged at near-$70s Brent. Those hedges should allow Berry to survive and make its required term loan repayments. However, Berry ability to meaningfully reduce its net debt is limited at near-$70s Brent. Read the full article on Seeking Alpha
Analyseartikel Mar 14

It's Down 28% But Berry Corporation (NASDAQ:BRY) Could Be Riskier Than It Looks

Berry Corporation ( NASDAQ:BRY ) shares have had a horrible month, losing 28% after a relatively good period...
Seeking Alpha Feb 20

Berry Corporation: Increasing Focus On Utah Assets

Summary Berry is planning to put 40% of its 2025 capex to its Utah assets. Utah accounts for around 19% of its total production and 12% of its oil production as of Q3 2024. Berry's Utah production may increase by several percent per year as a percentage of Berry's total production due to the increased spending there. With E&P and Corporate G&A and interest costs adding up to $10+ per BOE, Berry needs reasonably high oil prices to start making more progress on reducing its debt. Although it can tread water at $70 Brent, a high-$70s or better Brent scenario is probably necessary for Berry. Read the full article on Seeking Alpha
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Neue Analyse Feb 09

Refinancing And Operational Gains In California And Utah May Open Future Opportunities Despite Revenue Challenges

Successful debt refinancing and financial strategies position Berry for strategic opportunities and reduced future interest costs, enhancing shareholder value and net margins.
Analyseartikel Jan 18

Berry Corporation (NASDAQ:BRY) Surges 26% Yet Its Low P/E Is No Reason For Excitement

Those holding Berry Corporation ( NASDAQ:BRY ) shares would be relieved that the share price has rebounded 26% in the...
Analyseartikel Dec 20

Berry (NASDAQ:BRY) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Nov 22

Berry Corporation Addresses Its Debt Maturities With A High Interest Rate Term Loan

Summary Berry successfully addressed its near-term debt maturities. Its new term loan may mature in late 2029 if extended. The term loan has a high interest rate of Term SOFR + 7.5%, though. There are also required term loan repayments of 10% of the initial principal per year. Thus, much of Berry's free cash flow will go to term loan repayments, and it reduced its fixed dividend by 75% as a result. Read the full article on Seeking Alpha
Seeking Alpha Oct 01

Berry Corporation: Appears To Have Some Upside Despite Debt Maturity Risks

Summary Berry's 2026 notes mature in 14.5 months, while its credit facility matures in 11 months. Berry may be able to refinance its notes at a higher interest rate. Assuming that it can manage its debt maturities, Berry's free cash flow generation ability appears strong. It may be able to generate $100 million in 2025 free cash flow at current $70 to $71 Brent strip, which is around 25% of its current market cap. Read the full article on Seeking Alpha
Analyseartikel Sep 27

Berry Corporation (NASDAQ:BRY) Looks Inexpensive But Perhaps Not Attractive Enough

You may think that with a price-to-sales (or "P/S") ratio of 0.4x Berry Corporation ( NASDAQ:BRY ) is a stock worth...
Analyseartikel Aug 06

Some Investors May Be Worried About Berry's (NASDAQ:BRY) Returns On Capital

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Seeking Alpha May 08

Berry Corporation: Exploring Uinta Basin Opportunities

Summary Berry Corporation is projected to generate $143 million in 2024 free cash flow before bolt-on acquisitions. Berry is using bolt-on acquisitions to help maintain production due to the uncertain California regulatory environment around new drill permits. It also entered into a $10 million farm-in agreement to participate in four Uinta wells. Read the full article on Seeking Alpha
Analyseartikel May 05

Berry (NASDAQ:BRY) Has Announced A Dividend Of $0.12

The board of Berry Corporation ( NASDAQ:BRY ) has announced that it will pay a dividend on the 24th of May, with...
Analyseartikel Apr 25

News Flash: Analysts Just Made A Substantial Upgrade To Their Berry Corporation (NASDAQ:BRY) Forecasts

Berry Corporation ( NASDAQ:BRY ) shareholders will have a reason to smile today, with the analysts making substantial...
Analyseartikel Mar 18

Berry's (NASDAQ:BRY) Conservative Accounting Might Explain Soft Earnings

The market was pleased with the recent earnings report from Berry Corporation ( NASDAQ:BRY ), despite the profit...
Seeking Alpha Feb 27

Berry Corporation: A Look At Valuations After A Solid End To 2023

Summary Berry Corporation's 2023 production ended up 200 BOEPD above the midpoint of its full-year guidance. It also reduced its debt by $25 million in Q4 2023 despite making a minor acquisition in December 2023. The California permitting situation remains uncertain, with minimal new well permit approvals in 2023. The Aera Energy transaction implies a slightly lower valuation for Berry than what I had been modeling, although the market liked the deal from California Resources' perspective. I now estimate Berry Corporation stock value at $8 to $9 per share at long-term high-$70s Brent. Read the full article on Seeking Alpha

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Fernando Araujo im Vergleich zu den Einnahmen von Berry verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Sep 30 2025n/an/a

-US$91m

Jun 30 2025n/an/a

US$5m

Mar 31 2025n/an/a

-US$37m

Dec 31 2024US$4mUS$550k

US$19m

Sep 30 2024n/an/a

US$84m

Jun 30 2024n/an/a

-US$31m

Mar 31 2024n/an/a

US$3m

Dec 31 2023US$3mUS$525k

US$37m

Sep 30 2023n/an/a

US$47m

Jun 30 2023n/an/a

US$284m

Mar 31 2023n/an/a

US$301m

Dec 31 2022US$3mUS$480k

US$250m

Sep 30 2022n/an/a

US$187m

Jun 30 2022n/an/a

US$5m

Mar 31 2022n/an/a

-US$51m

Dec 31 2021US$3mUS$480k

-US$16m

Vergütung im Vergleich zum Markt: FernandoDie Gesamtvergütung ($USD3.66M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD1.59M).

Entschädigung vs. Einkommen: FernandoDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.


Geschäftsführer

Fernando Araujo (57 yo)

2.9yrs
Amtszeit
US$3,662,895
Vergütung

Mr. Fernando Araujo is Independent Director of Cadence Bank from January 17, 2025. Mr. Araujo is Chief Executive Officer at Berry Corporation since January 2023. He is Director at Berry Corporation Since M...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Fernando Araujo
CEO & Director2.9yrsUS$3.66m0.42%
$ 1.1m
Danielle Hunter
President2.9yrsUS$2.53m0.45%
$ 1.1m
Michael Helm
VP & Chief Accounting Officer8.1yrsUS$1.41m0.18%
$ 459.9k
Jeffrey Magids
VP & CFOless than a yearkeine Datenkeine Daten
Todd Crabtree
Manager of Investor Relationsno datakeine Datenkeine Daten
Jenarae Garland
VP, General Counselless than a yearkeine Datenkeine Daten
2.9yrs
Durchschnittliche Betriebszugehörigkeit
49.5yo
Durchschnittliches Alter

Erfahrenes Management: BRYDas Führungsteam des Unternehmens gilt als erfahren (2.9 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Fernando Araujo
CEO & Director1.8yrsUS$3.66m0.42%
$ 1.1m
Renee Hornbaker
Independent Chairman of the Board4.9yrsUS$456.88k0.11%
$ 290.0k
James Trimble
Independent Director1.8yrsUS$258.42k0.027%
$ 68.5k
Anne Mariucci
Independent Director7.3yrsUS$278.79k0.18%
$ 443.4k
Rajath Shourie
Independent Director3.8yrsUS$262.96k0.13%
$ 341.2k
Matthew Bob
Independent Director1.2yrsUS$49.08k0.0068%
$ 17.1k
2.8yrs
Durchschnittliche Betriebszugehörigkeit
67.5yo
Durchschnittliches Alter

Erfahrener Vorstand: BRYDie Vorstandsmitglieder gelten nicht als erfahren ( 2.8 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2025/12/19 19:58
Aktienkurs zum Tagesende2025/12/17 00:00
Gewinne2025/09/30
Jährliche Einnahmen2024/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Berry Corporation wird von 15 Analysten beobachtet. 1 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Rudolf HokansonBarrington Research Associates, Inc.
Rhett BrunoBofA Global Research
Stephen RichardsonEvercore ISI