Vital Energy, Inc.

Informe acción NYSE:VTLE

Capitalización de mercado: US$657.2m

This company has been acquired

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

Vital Energy Dirección

Dirección controles de criterios 3/4

El CEO de Vital Energy es Mikell Pigott , nombrado en May 2019, tiene una permanencia de 6.58 años. compensación anual total es $8.14M, compuesta por 10.2% salario y 89.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.69% de las acciones de la empresa, por valor de $4.51M. La antigüedad media del equipo directivo y de la junta directiva es de 6.5 años y 5.8 años, respectivamente.

Información clave

Mikell Pigott

Chief Executive Officer (CEO)

US$8.1m

Compensación total

Porcentaje del salario del CEO10.17%
Permanencia del CEO6.6yrs
Participación del CEO0.7%
Permanencia media de la dirección6.5yrs
Promedio de permanencia en la Junta Directiva5.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Dec 12

VTLE: Rising Capital Efficiency And Secular Gas Demand Will Drive Future Upside

Analysts have modestly trimmed their price target on Vital Energy to approximately $28.00 per share, reflecting a more cautious view on sector-wide oil and gas macro trends, even as company level margins and efficiency assumptions improve. Analyst Commentary Bullish analysts note that, despite near term volatility in commodity markets, Vital Energy continues to screen attractively on an execution adjusted valuation basis, with recent model updates reflecting better operating efficiency and cost control.
Actualización de narrativa Nov 16

VTLE: Sector Optimism and Upcoming Merger Will Drive Shares Higher

Analysts have raised their fair value estimate for Vital Energy from $20.14 to $21.25 per share. They cited an improved outlook on capital efficiency and sector sentiment as key drivers for the adjustment.
Actualización de narrativa Aug 28

Longer Laterals And Lower Costs Will Fuel Permian Efficiency

Vital Energy's analyst price target was raised from $18.88 to $20.14, reflecting sustained long-term natural gas demand and data center-driven power needs, though the stock is now trading on acquisition dynamics rather than fundamentals. Analyst Commentary Bullish analysts highlighted the long-term demand for natural gas, driven by accelerated power generation needs and significant data center expansion, following $90B in new investment announcements.
Seeking Alpha Aug 07

Vital Energy: An Adjusted Earnings Beat

Summary Vital Energy beat earnings estimates, posting over $2 per share in adjusted earnings versus the expected $1.77 per share. The company anticipates generating roughly $300 million in free cash flow, with most of it expected in the fourth quarter. Significant cost reductions are underway. Noncash impairments reflect current commodity price weakness. Well design improvements (particularly for small acreage positions) would appear to be able to lower the company breakeven point. Read the full article on Seeking Alpha
Seeking Alpha Apr 22

Vital Energy: The Acquisitions Have Considerable Benefits

Summary Vital Energy's acquisitions in the Delaware and Midland Basins are expected to lower production costs and enhance profitability. Industry respondents indicate that new well investments require WTI prices between $61 and $70. Larger firms have a cost advantage. Rising steel prices and budget uncertainties could impact future industry spending. Vital Energy's strategic acquisitions and modernization efforts in low-cost areas position it for significant cash flow and cost advantages over competitors. Margin expansion as more valuable production mixes come online could persist well into the future. Read the full article on Seeking Alpha
Artículo de análisis Apr 04

Revenues Working Against Vital Energy, Inc.'s (NYSE:VTLE) Share Price Following 27% Dive

To the annoyance of some shareholders, Vital Energy, Inc. ( NYSE:VTLE ) shares are down a considerable 27% in the last...
Seeking Alpha Mar 15

Vital Energy: Projected To Generate Around $300 Million In Free Cash Flow At $67 WTI Oil

Summary Vital is projected to generate $301 million in free cash flow at $67 WTI oil. The company is helped by having 74% of its oil production hedged at an average of $74.75. Vital's 2025 oil production expectations were reduced by 2,000 barrels per day due to some drilling delays and underperforming wells. VTLE needs to demonstrate steady progress in reducing debt without making acquisitions that increase its debt again. Read the full article on Seeking Alpha
Seeking Alpha Feb 27

Vital Energy: Adjusted Free Cash Flow Points To A Better 2025

Summary Vital Energy showed significant adjusted free cash flow improvement in fiscal year 2024. Despite initial high operating costs from acquired properties, management's rework efforts are expected to yield better profitability and larger cash flow in fiscal year 2025. The debt ratio remains within an acceptable range. Therefore, the debt ratio is finally less of a concern than in the past. Further improvement is needed, however. Higher natural gas prices due to a colder winter should boost earnings and cash flow in the first quarter of the new fiscal year. New lower-cost wells will result in a lower cost average combined with higher value production. Oil percentage of production mix has been rising. Read the full article on Seeking Alpha
Artículo de análisis Feb 14

Vital Energy, Inc. (NYSE:VTLE) Shares Could Be 45% Below Their Intrinsic Value Estimate

Key Insights Vital Energy's estimated fair value is US$61.28 based on 2 Stage Free Cash Flow to Equity Vital Energy is...
Seeking Alpha Feb 10

Vital Energy: First Quarter Receives An Unexpected Boost

Summary Vital Energy is poised for a strong Q1 due to an expected severe cold snap. The company's strategic acquisitions in the Delaware Basin are set to enhance free cash flow. Despite some production risks from severe weather, the overall impact of the cold winter should aid debt repayment. Vital Energy will benefit from soaring natural gas prices because it has a lower percentage of production hedged than it does for oil production. Long-term, the increasing ability of North America to export natural gas is bullish for natural gas prices. Read the full article on Seeking Alpha
Artículo de análisis Jan 18

Vital Energy, Inc.'s (NYSE:VTLE) Shares Bounce 28% But Its Business Still Trails The Market

Vital Energy, Inc. ( NYSE:VTLE ) shareholders have had their patience rewarded with a 28% share price jump in the last...
Seeking Alpha Dec 20

Vital Energy: Here Comes 2025 While Updating 2024

Summary Vital Energy plans to shift capital towards the Delaware Basin. Optimization efforts from recent acquisitions are showing results. Increasing oil production above guidance will significantly enhance profitability. Future lease operating expenses may decrease as newer, low-cost wells replace older, more expensive ones. The overall effect of the steps taken is to increase company profitability throughout fiscal year 2025. Read the full article on Seeking Alpha
Artículo de análisis Dec 01

Improved Earnings Required Before Vital Energy, Inc. (NYSE:VTLE) Stock's 26% Jump Looks Justified

Those holding Vital Energy, Inc. ( NYSE:VTLE ) shares would be relieved that the share price has rebounded 26% in the...
Seeking Alpha Nov 07

Vital Energy: Hedging Fueled Gains And Point Energy Outperformance

Summary Point Energy is outperforming expectations. The Delaware Basin gets "first call" on capital spending because of the superior profitability of the acreage. Point Energy's higher oil production percentage and cost reduction progress make it a priority for more development drilling. Management has a goal to repay $400 million of debt in the next fiscal year. That implies growth in EBITDA and free cash flow throughout the fiscal year. The increase in profitability at various pricing points should become apparent to shareholders in fiscal year 2025. Read the full article on Seeking Alpha
Artículo de análisis Oct 07

Is Vital Energy (NYSE:VTLE) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Sep 28

Vital Energy: Prospect Deal Details And Operational Improvements

Summary Vital Energy secured a favorable deal in acquiring Point Energy Acreage. The net revenue using a 10% discount rate indicates an impressive discount for the sales price paid. The purchase price is approximately four times the annualized 2023 cash flow, suggesting a bargain price-to-EBITDA ratio (as management advocated). All the nonrecurring items that recur with each acquisition confuse Mr. Market and lead to stock price doldrums until the process completes. The company has far lower costs for new wells than the previous operators. That should begin to show through in the fourth quarter. Read the full article on Seeking Alpha
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Nueva narrativa Sep 14

Innovative Strategies And Acquisitions Set To Boost Earnings And Confidence In The Oil Sector

Enhancing capital efficiency and earnings through strategic acquisitions and low breakeven inventory management.
Artículo de análisis Sep 10

Vital Energy, Inc. (NYSE:VTLE) Might Not Be As Mispriced As It Looks After Plunging 27%

Unfortunately for some shareholders, the Vital Energy, Inc. ( NYSE:VTLE ) share price has dived 27% in the last thirty...
Artículo de análisis Aug 15

Vital Energy's (NYSE:VTLE) Anemic Earnings Might Be Worse Than You Think

A lackluster earnings announcement from Vital Energy, Inc. ( NYSE:VTLE ) last week didn't sink the stock price. We...
Seeking Alpha Jul 30

Vital Energy: First Howard County, Now Delaware Basin

Summary Vital Energy is increasing its Delaware Basin presence with the latest acquisition, just like it built a position in Howard County a few years ago. Recent acquisitions using all-stock helped deleverage the balance sheet and position the company for further acquisitions using cash. The solid cost progress of previous acquisitions may be driving management to acquire more acreage in the Delaware Basin. Leverage is expected to decline from 1.5 at closing to 1.3 within about 12 months. Post-closing, the Delaware Basin position will exceed 84,000 acres and represent one-third of the company's oil production. Read the full article on Seeking Alpha
Seeking Alpha Jul 17

Vital Energy: Bringing Costs Down

Summary Vital Energy acquired smaller acreage with high costs in order to improve results through lower costs going forward. Management's focus on reducing breakeven prices for new wells has shown promising results, with potential for further improvement over time. Acquisitions in Delaware Basin and Upton County appear to compete well with Howard County acreage for capital dollars. Western Glasscock County acreage lags somewhat behind other acquisitions.  But a recovery of natural gas prices could change that. The success of the acquisition strategy so far has enabled the company to raise the bar for future acquisitions. Read the full article on Seeking Alpha
Seeking Alpha Jun 24

Vital Energy: Going West For More Oil

Summary Vital Energy began to transform after previous management was "shown the door" due to a letter to the board from Sailingstone. Current management has steadily improved finances, resulting in reduced interest rates paid for debt over time. Acquisitions were made to improve cash flow, with stock deals transforming the company's financial situation significantly. Legacy acreage production is no longer very significant, and that acreage does not compete for capital dollars. Read the full article on Seeking Alpha
Seeking Alpha Jun 11

Vital Energy: Strong Production Performance, But Dealing With Elevated Operating Costs

Summary Vital Energy's Q1 2024 production ended up around 4% higher than its guidance midpoint. This continues a trend of new well outperformance, and it is likely to do better than its guidance midpoint for the full year. VTLE's lease operating expenses per BOE ended up 11% higher than expected in Q1 2024, though. This involved inefficiencies that it has identified with part of its acquired Delaware Basin assets, and it is looking to reduce LOE by 9% in 2H 2024. Read the full article on Seeking Alpha
Artículo de análisis Jun 04

Are Investors Undervaluing Vital Energy, Inc. (NYSE:VTLE) By 39%?

Key Insights Vital Energy's estimated fair value is US$75.55 based on 2 Stage Free Cash Flow to Equity Vital Energy's...
Seeking Alpha May 20

Vital Energy: Trying To Change Its Stripes

Summary Vital Energy, Inc., formerly known as Laredo Petroleum, has rebranded to distance itself from its near-bankruptcy history. The company owns 265,000 net acres in the Permian Basin and has been acquiring and divesting assets, leading to mixed performance. Vital Energy's focus on drilling in Howard County has yielded better results, but the inventory is starting to dwindle, and future well productivity may decline. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mikell Pigott en comparación con los beneficios de Vital Energy?
FechaCompensación totalSalarioIngresos de la empresa
Sep 30 2025n/an/a

-US$1b

Jun 30 2025n/an/a

-US$746m

Mar 31 2025n/an/a

-US$127m

Dec 31 2024US$8mUS$828k

-US$174m

Sep 30 2024n/an/a

US$466m

Jun 30 2024n/an/a

US$256m

Mar 31 2024n/an/a

US$514m

Dec 31 2023US$8mUS$795k

US$695m

Sep 30 2023n/an/a

US$532m

Jun 30 2023n/an/a

US$864m

Mar 31 2023n/an/a

US$832m

Dec 31 2022US$6mUS$764k

US$632m

Sep 30 2022n/an/a

US$730m

Jun 30 2022n/an/a

US$529m

Mar 31 2022n/an/a

US$134m

Dec 31 2021US$6mUS$720k

US$145m

Sep 30 2021n/an/a

-US$237m

Jun 30 2021n/an/a

-US$611m

Mar 31 2021n/an/a

-US$1b

Dec 31 2020US$3mUS$720k

-US$874m

Sep 30 2020n/an/a

-US$950m

Jun 30 2020n/an/a

-US$977m

Mar 31 2020n/an/a

-US$258m

Dec 31 2019US$7mUS$413k

-US$342m

Compensación vs. Mercado: La compensación total de Mikell($USD8.14M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD3.70M).

Compensación vs. Ingresos: La compensación de Mikell ha sido consistente con los resultados de la empresa en el último año.


CEO

Mikell Pigott (51 yo)

6.6yrs
Permanencia
US$8,141,620
Compensación

Mr. Mikell Jason Pigott has been Director of Vital Energy, Inc. (formerly known as Laredo Petroleum, Inc.) since May 28, 2019 and has been its President since May 28, 2019 and Chief Executive Officer since...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Mikell Pigott
President6.6yrsUS$8.14m0.69%
$ 4.5m
Bryan Lemmerman
Executive VP & CFO5.5yrsUS$3.95m0.27%
$ 1.7m
Katie Hill
Senior VP & COO3.3yrsUS$2.55m0.12%
$ 814.4k
Mark Denny
Executive VP7.3yrsUS$2.51m0.12%
$ 761.5k
Stephen Faulkner
VP & Chief Accounting Officer1.8yrssin datos0.030%
$ 197.5k
Ronald Hagood
Vice President of Investor Relations8.1yrssin datossin datos
Benjamin Klein
Vice President of Midstream & Marketing8.3yrssin datossin datos
Amelia Harding
Vice President of Human Resources6.3yrssin datossin datos
Kyle Coldiron
Vice President of Subsurface & Business Developmentno datasin datossin datos
6.5yrs
Permanencia media
50.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de VTLE es experimentado (6.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Mikell Pigott
President6.6yrsUS$8.14m0.69%
$ 4.5m
Frances R. Hawes
Independent Director7yrsUS$280.01k0.066%
$ 430.8k
Edmund Segner
Lead Independent Director14.3yrsUS$260.01k0.070%
$ 461.1k
Jarvis Hollingsworth
Independent Director5.1yrsUS$281.01k0.035%
$ 226.8k
William Albrecht
Independent Non-Executive Chairman5.8yrsUS$386.02k0.068%
$ 444.0k
Craig Jarchow
Independent Director6yrsUS$280.01k0.051%
$ 338.1k
Shihab Kuran
Independent Director3.5yrsUS$260.01k0.024%
$ 160.6k
Lori Lancaster
Independent Director5.1yrsUS$280.01k0.036%
$ 235.7k
John Driver
Independent Director3.5yrsUS$260.01k0.024%
$ 160.6k
5.8yrs
Permanencia media
63yo
Promedio de edad

Junta con experiencia: La junta directiva de VTLE se considera experimentada (5.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/12/16 18:41
Precio de las acciones al final del día2025/12/12 00:00
Beneficios2025/09/30
Ingresos anuales2024/12/31

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

Vital Energy, Inc. está cubierta por 22 analistas. 4 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
Joseph AllmanBaird
Jeffrey RobertsonBarclays
Ipsit MohantyCanaccord Genuity