Permian Resources Corporation

Informe acción NYSE:PR

Capitalización de mercado: US$17.8b

Permian Resources Dirección

Dirección controles de criterios 4/4

El CEO de Permian Resources es Will Hickey, nombrado en Sep 2022, tiene una permanencia de 3.67 años. posee directamente un 1.48% de las acciones de la empresa, con un valor de $262.69M. La antigüedad media del equipo directivo y de la junta directiva es de 3.4 años y 3.7 años, respectivamente.

Información clave

Will Hickey

Chief Executive Officer (CEO)

US$11.4m

Compensación total

Porcentaje del salario del CEOn/a
Permanencia del CEO3.7yrs
Participación del CEO1.5%
Permanencia media de la dirección3.4yrs
Promedio de permanencia en la Junta Directiva3.7yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha May 19

Permian Resources: Better Business, But Smaller Margin Of Safety

Summary Permian Resources has fundamentally improved, with stronger production growth, cost control, and capital discipline supporting a continued Buy rating. PR's operational execution excels, with unit costs dropping from $725 to $685 per lateral foot, enhancing margins alongside production growth. Leverage declined to 0.8x and liquidity improved, while bolt-on acquisitions and disciplined balance sheet management strengthened PR’s strategic positioning. Valuation is now fair rather than cheap, with forward EV/EBITDA at 4.5x versus the sector median of 6.39x, reflecting quality execution but less deep value. Read the full article on Seeking Alpha
Artículo de análisis May 15

Permian Resources' (NYSE:PR) Soft Earnings Don't Show The Whole Picture

The most recent earnings report from Permian Resources Corporation ( NYSE:PR ) was disappointing for shareholders...
Actualización de narrativa May 07

PR: Higher Oil Output And Rising Dividend Will Support Further Upside

Analysts now see a slightly higher fair value for Permian Resources, lifting the implied target from about $29.00 to roughly $29.37. This reflects updated assumptions around discount rate, revenue growth, profit margins and future P/E multiples.
Actualización de narrativa Apr 22

PR: Higher Production Outlook And Rising Payout Will Support Further Upside

Analysts have raised their fair value estimate for Permian Resources from $21.00 to $29.00, citing updated assumptions about revenue growth, a slightly higher profit margin profile, and a higher future P/E multiple. What's in the News Permian Resources reported fourth quarter 2025 total net production of 36,935 MBoe, with average daily net production of 401,475 Boe/d, including 188,633 Bbls/d of oil, 102,131 Bbls/d of NGL, and 664,265 Mcf/d of natural gas (Key Developments).
Actualización de narrativa Apr 07

PR: Higher 2026 Production Outlook And Dividend Increase Will Support Upside

Analysts have raised their price target on Permian Resources from approximately $18.05 to $23.90, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E. They view these assumptions as more supportive of a higher valuation range for the stock.
Nueva narrativa Mar 27

PR is a low-cost Delaware Basin consolidator offering investors a capital-efficient, growing free cash flow stream with conservative leverag

Investment Thesis Best-in-class Delaware Basin LOE ($5.26/Boe) and rapidly declining D&C costs (~$700/ft) create a cost-of-production moat against higher-cost peers Deep drilling inventory (1.1B total proved Boe; 322K MBoe PUD) with 10+ year runway acquired below market in cyclical downturns Conservative balance sheet (0.8x Net Debt/EBITDAX) and investment grade credit rating provide optionality through commodity cycles “All of the above” capital allocation — growing base dividend, bolt-on M&A, debt reduction, buybacks — executed by a management team with meaningful insider ownership (>6%) 2026 plan targets ~5% production growth at 6% lower capex, implying continued FCF/share expansion even in a flat or slightly declining price environment Risk Considerations Entire model leveraged to WTI price; at $55 WTI, free cash flow contracts dramatically and the investment thesis narrows materially Single-basin concentration (100% Permian) amplifies exposure to Waha natural gas basis blowouts, regional water disposal constraints, and New Mexico federal land policy risk Debt load (~$3.4B) carries coupon costs of 6–10% across various maturities through 2033; higher-for-longer rates reduce refinancing optionality M&A strategy relies on continued availability of attractively priced bolt-on targets — competition from better-capitalized peers (Diamondback, ExxonMobil) may compress future deal economics No pricing power whatsoever — oil is a commodity; any structural shift in global demand (EV adoption, demand destruction) directly impairs terminal value of proved reserves​​​​​​​​​​​​​​​​
Actualización de narrativa Mar 24

PR: Higher Margins And Dividend Support Will Balance Richer Future Multiple

Analysts now frame Permian Resources’ fair value at $19.00 per share, up from $17.00. This reflects updated assumptions that pair a lower projected revenue growth rate with slightly higher expected profit margins and a richer future P/E multiple.
Actualización de narrativa Mar 10

PR: Rich Multiple And Lower Margin Assumptions Will Limit Future Upside

Analysts have raised their price target on Permian Resources from $14.95 to $17.00, citing updated assumptions around revenue growth, profit margins and future P/E that feed into their refreshed fair value and discount rate inputs. What's in the News Issued 2026 production guidance with expected net average daily output of 400,000 Boe/d to 430,000 Boe/d and net average daily oil production of 186,000 Bbls/d to 192,000 Bbls/d (Corporate guidance) Declared a quarterly base cash dividend of $0.16 per share of Class A common stock, a 7% increase from $0.15 per share previously.
Actualización de narrativa Feb 24

PR: Stable Assumptions And Modest Margin Uplift Will Support Further Upside

Analysts have maintained their $21.00 price target for Permian Resources, citing relatively unchanged fair value and discount rate assumptions, along with slight adjustments to revenue growth, profit margin, and future P/E inputs. Valuation Changes Fair Value: Model fair value remains unchanged at $21.00 per share, indicating no revision to the central valuation anchor.
Actualización de narrativa Feb 10

PR: Higher Future P/E Multiple Will Support Upside Potential

Analysts have maintained their fair value estimate for Permian Resources at $21.00. Modest adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E reflect updated views on the company’s risk profile and earnings potential, without materially changing their price target outlook.
Actualización de narrativa Jan 25

PR: Rising Production And Ongoing Buybacks Will Support Future Upside

Analysts now see fair value for Permian Resources at about $21.00, down from roughly $22.26. This reflects updates to revenue growth, profit margin and future P/E assumptions in their models.
Actualización de narrativa Jan 11

PR: Higher Production Guidance And Buybacks Will Support Steady Future Performance

Analysts have raised their price target on Permian Resources to $14.95 from $14.48, citing updated assumptions that include slightly higher fair value, a lower discount rate, expectations for faster revenue growth, moderately stronger profit margins, and a higher future P/E multiple. What's in the News Reported third quarter 2025 net oil production of 17,198 MBbls, natural gas production of 64,841 MMcf, NGLs production of 9,736 MBbls, and net total production of 37,741 MBoe, with average daily net production of 410,225 Boe/d (company results).
Actualización de narrativa Dec 14

PR: Strong Production Momentum And Buybacks Will Drive Shares Higher

Analysts have nudged their price target on Permian Resources slightly higher, from approximately $22.00 to $22.26 per share, citing updated assumptions that include a lower discount rate and higher future valuation multiples, despite moderating growth and margin forecasts. What's in the News Reported strong third quarter 2025 operating results, with net total production rising to 37,741 MBoe from 31,932 MBoe a year earlier and average daily output increasing to 410,225 Boe/d from 347,091 Boe/d, driven by higher oil, gas and NGL volumes (company announcement of operating results).
Artículo de análisis Nov 13

Permian Resources' (NYSE:PR) Conservative Accounting Might Explain Soft Earnings

The market was pleased with the recent earnings report from Permian Resources Corporation ( NYSE:PR ), despite the...
Actualización de narrativa Nov 03

PR: Record Production Gains And Share Buybacks Will Drive Future Upside

Permian Resources' analyst price target has been updated slightly downwards, decreasing from $18.19 to $18.05 per share as analysts weigh modest adjustments in anticipated revenue growth and discount rates against improved profit margin forecasts. What's in the News Permian Resources completed a follow-on equity offering of 46,112,899 shares of Class A common stock and raised approximately $623.9 million (Company filing).
Actualización de narrativa Oct 20

Gulf Coast Agreements And US Legislation Will Unlock Future Value

Analysts have revised their price target for Permian Resources downward from $18.55 to $18.19 per share, citing more conservative expectations for growth and profitability in updated financial models. What's in the News Permian Resources completed a follow-on equity offering of 46,112,899 Class A Common Stock, raising approximately $624 million at $13.53 per share (Key Developments).
Actualización de narrativa Sep 04

Gulf Coast Agreements And US Legislation Will Unlock Future Value

Permian Resources’ future P/E multiple has declined notably from 12.55x to 11.01x while revenue growth expectations remain stable at 6.1%, resulting in an unchanged consensus analyst price target of $18.63. What's in the News Repurchased 4,120,240 shares (0.58% of outstanding) for $43.34 million, completing the planned buyback.
Artículo de análisis Sep 03

Permian Resources Corporation's (NYSE:PR) Business And Shares Still Trailing The Market

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Artículo de análisis Jul 14

Is Permian Resources (NYSE:PR) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis May 31

Here's Why We Think Permian Resources (NYSE:PR) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Apr 08

Permian Resources: A Cheap Texas Energy Stock With Solid Fundamentals

Summary Permian Resources gets a buy rating today, in line with the bullish consensus. Strong points are the profit margin, Fitch upgrade in 2024, low debt/equity, and new business acquisitions last year to drive growth. Dividend investors may like the yield above 6%. The majority of the firm's reserves are developed and proven, and diversified across both oil and natural gas too. The ongoing risk of oil price volatility, and uncertainty of future OPEC decisions, can impact this entire sector and is an ongoing risk. Read the full article on Seeking Alpha
Seeking Alpha Mar 05

Permian Resources Stock Craters: Why And How I'm Buying

Summary Shares of Delaware Basin-focused oil and gas company Permian Resources Corporation plunged amid a resurgence of tariff fears and weak economic indicators. In this update on PR stock, I'm going to take a step back and look at the company's business from a neutral and unemotional perspective. I will review Permian's operations in 2024 and 2025 guidance, explaining why I am confident in building a position, despite an arguably challenging environment. I share my approach of gradually building a position in PR stock over the coming months, generating a little extra income in the process and taking emotion out of the equation. Read the full article on Seeking Alpha
Seeking Alpha Feb 01

Permian Resources: Strong Capital Efficiency Leads To Positive Production Guidance Revisions

Summary Permian Resources is now expected to deliver 2024 oil production, around 8% above its original guidance midpoint. Acquisitions boosted Permian's 2024 oil production by 1% to 2%. Most of the outperformance is due to improved capital efficiency and strong well results. Permian now expects to turn-in-line 270 gross wells in 2024 compared to original expectations for 250 gross wells. Permian's capex budget range is unchanged. The strong capital efficiency boosts Permian's estimated value to $19 per share. Read the full article on Seeking Alpha
Seeking Alpha Jan 16

Permian Resources: It's All In The Name

Summary Permian Resources Corporation, per its name, is a $12.6 billion Permian-basin focused E&P company paying a 3.8% dividend. Investors should be aware, PR has two equity classes—Class A and Class C. Only Class A shares are publicly traded. On September 30, 2024 they were 87.5% of the equity. Like others, Permian Resources endured punishing natural gas prices, especially in 3Q24. These are being alleviated by new Permian capacity from the 2.5 BCF/D Matterhorn Express, online October 1, 2024. Permian Resources’ SEC reserve value of future revenues at December 31, 2023, was $11.1 billion. Depending on how gas is valued given the low 2024 prices, it may be smaller this year. Read the full article on Seeking Alpha
Seeking Alpha Dec 27

Permian Resources Corp: Undervalued Oil Stock With Great Q3 Results

Summary Permian Resources Corp is a leader in the U.S. oil field, showing strong cash flow, operational excellence, and a focus on shareholder value. Q3 results highlight a revenue boost to $1.215 billion, increased production, and a 150% dividend hike, signaling robust profitability and investor confidence. PR's valuation metrics, including P/E and EV/EBITDA ratios, indicate it is undervalued compared to peers, suggesting significant earnings and growth potential. Despite risks like oil price fluctuations and regulatory challenges, PR's disciplined operations and strategic focus make it a compelling "Strong Buy" for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha Nov 23

Oil, Gas, And Dividends: Why Permian Resources Remains Massively Undervalued

Summary Permian Resources Corporation stands out as a top small-cap energy producer in the Permian Basin with deep reserves, low breakeven costs, and a shareholder-focused strategy. The company's efficiency, significant natural gas exposure, and potential for data center growth enhance its long-term appeal. PR's valuation is attractive, trading at a deep discount to peers, offering considerable upside for investors comfortable with volatility. Despite its M&A-heavy history and volatile earnings, PR's solid balance sheet and elevated efficiency provide a strong investment case. Read the full article on Seeking Alpha

CEO

Will Hickey (38 yo)

3.7yrs
Permanencia
US$11,432,842
Compensación

Mr. William M. Hickey III, also known as Will, co-founded Colgate Energy LLC., in 2015 and serves as its President & Co-Chief Executive Officer and as a member of Board of Managers. He serves as Director &...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
William Hickey
Co-CEO & Director3.7yrsUS$11.43m1.48%
$ 262.7m
James Walter
Co-CEO & Director3.7yrsUS$11.43m1.48%
$ 262.7m
Guy Oliphint
Executive VP & CFO3.2yrsUS$5.27m0.072%
$ 12.8m
Robert Shannon
Executive VP & Chief Accounting Officer2yrsUS$4.96m0.28%
$ 49.9m
John Bell
Executive VP3.7yrsUS$4.96m0.19%
$ 33.3m
Charles Osborn
VP & Chief Information Officer2yrssin datossin datos
Hays Mabry
Vice President of Investor Relationsno datasin datossin datos
Ryan Gitomer
Senior Vice President of Finance & Corporate Developmentno datasin datossin datos
Will Ellison
Vice President of Marketing & Midstream1.8yrssin datossin datos
Michelle Collette
Vice President Of Human Resources2.1yrssin datossin datos
Casey McCain
Executive Vice President of Production Operations3.7yrssin datossin datos
Clayton Smith
Executive Vice President Of Development Operations3.7yrssin datossin datos
3.4yrs
Permanencia media
38yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de PR se considera experimentado (3.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
William Hickey
Co-CEO & Director3.7yrsUS$11.43m1.48%
$ 262.7m
James Walter
Co-CEO & Director3.7yrsUS$11.43m1.48%
$ 262.7m
Jeffrey Tepper
Independent Director10.3yrsUS$298.04k0.018%
$ 3.2m
Frost Cochran
Independent Director2.5yrssin datossin datos
Steven Gray
Independent Non-Executive Chairman3.7yrsUS$439.87k0.028%
$ 4.9m
Robert Tichio
Independent Director9.6yrsUS$290.84k0.0049%
$ 867.0k
William Quinn
Director3.7yrssin datos0.95%
$ 168.3m
Maire Baldwin
Independent Director9.6yrsUS$295.64k0.034%
$ 6.1m
Karan Eves
Independent Director3.7yrsUS$276.42k0.010%
$ 1.8m
Aron Marquez
Independent Director3.7yrsUS$276.42k0.0086%
$ 1.5m
3.7yrs
Permanencia media
51yo
Promedio de edad

Junta con experiencia: La junta directiva de PR se considera experimentada (3.7 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 02:14
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Permian Resources Corporation está cubierta por 43 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Subhasish ChandraBenchmark Company
Phillip JungwirthBMO Capital Markets Equity Research
Randy OllenbergerBMO Capital Markets Equity Research