Sitio Royalties Corp.

NYSE:STR Rapport sur les actions

Capitalisation boursière : US$2.8b

This company has been acquired

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

Sitio Royalties Gestion

Gestion contrôle des critères 3/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Chris Conoscenti

Directeur général

US$6.9m

Rémunération totale

Pourcentage du salaire du PDG12.29%
Durée du mandat du directeur général3.2yrs
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction1.1yrs
Durée moyenne du mandat des membres du conseil d'administration3.2yrs

Mises à jour récentes de la gestion

Recent updates

User avatar
Nouveau récit May 26

Expanding Royalty Interests Will Secure Long-Term Value Despite Market Volatility

Scalable, asset-light business model and diversified acquisitions support resilient margins, robust cash flow, and stable dividends regardless of commodity cycles.
Seeking Alpha May 15

Sitio Royalties: Strong Start To 2025 With Total Production Results

Summary Sitio's Q1 2025 total production was 6% above its full-year guidance midpoint, while its oil production was 2% above that guidance midpoint. Sitio generated $0.75 per share in Q1 2025 discretionary cash flow. This may be reduced to around $0.60 per share during the remaining quarters in 2025 due to weaker oil prices. Sitio's estimated value is now $24 to $25 per share at long-term (after 2026) $70 WTI oil and $3.75 NYMEX natural gas. Read the full article on Seeking Alpha
Article d’analyse Apr 18

Is Sitio Royalties (NYSE:STR) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Mar 02

Sitio Royalties: Strong Total Production, But Oil Cut Is Slightly Declining

Summary Sitio reached record highs for total production in Q4 2024, although its oil production was slightly lower than the highs of Q2 2024. Sitio expects its oil cut to be around 47% in 2025 compared to 50% in 2024. Sitio's total production guidance for 2025 was solid, but its oil production guidance was a bit lower than what I expected. The company is projected to generate $2.81 per share in discretionary cash flow in 2025 at current strip. Read the full article on Seeking Alpha
Article d’analyse Jan 06

Getting In Cheap On Sitio Royalties Corp. (NYSE:STR) Is Unlikely

When you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...
Seeking Alpha Dec 13

Sitio Royalties: Improved Future Production Outlook

Summary Sitio Royalties Corp.'s Q3 2024 production exceeded expectation, and it increased its full-year guidance by 1,000 BOEPD. This was mainly attributable to legacy asset outperformance. Sitio is projected to generate around $2.84 per share in discretionary cash flow in 2025 at near $70 WTI oil. I have increased my estimate of STR's value to $28 per share. This is based on Sitio's production stabilizing around 38,000 BOEPD, around 1,000 BOEPD higher than my prior assumptions. Read the full article on Seeking Alpha
Article d’analyse Nov 12

Sitio Royalties' (NYSE:STR) Dividend Is Being Reduced To $0.28

Sitio Royalties Corp. ( NYSE:STR ) is reducing its dividend from last year's comparable payment to $0.28 on the 27th of...
Article d’analyse Oct 01

Revenues Not Telling The Story For Sitio Royalties Corp. (NYSE:STR)

When you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...
Seeking Alpha Jul 17

For A Number Of Reasons, I Would Not Buy Sitio Royalties Corp.

Summary Sitio's $200 million stock repurchase plan is irrational because it increases their financial leverage in a risky commodity business. Their negative total return since their 2017 IPO reflects their weak business model. A Trump win in November could result in lower energy prices, which is good for consumers, but bad for royalty investors. Sitio Royalties is effectively controlled by Kimmeridge. Read the full article on Seeking Alpha
Article d’analyse Jul 03

We Think Sitio Royalties (NYSE:STR) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse May 01

Sitio Royalties Corp.'s (NYSE:STR) Price In Tune With Revenues

When you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...
Seeking Alpha Apr 27

Sitio Royalties: DJ Basin Acquisition Boosts FCF, But May Delay An Increased Payout Ratio

Summary Sitio made a $150 million cash DJ Basin acquisition at a 4.0x multiple to asset level cash flow. The low purchase price multiple appears to be due to a high base decline rate and limited inventory. Sitio is projected to generate $2.75 per share in 2024 free cash flow. It may pay 35% to 65% of that out in dividends. An increased payout ratio may be delayed to 2026 due to Sitio's use of cash for its latest acquisition. Read the full article on Seeking Alpha
Seeking Alpha Feb 09

Upgrading Sitio Royalties To A Buy Following A 20% Decline In Share Price

Summary Sitio Royalties has taken steps to reduce debt and increase cash flows, including refinancing high-interest senior notes and selling off assets in the Appalachia and Anadarko Basins. These actions will save the company over $20 million annually in interest expenses, which will be used for additional distributions and debt repayment. Strong permitting activity in the DJ basin will provide additional avenues for revenue growth. An 8.5% dividend can be supported at $74/barrel WTI. Following the recent share price decline, I have upgraded STR to a BUY. Read the full article on Seeking Alpha
Article d’analyse Feb 02

Sitio Royalties (NYSE:STR) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Dec 19

Investors Interested In Sitio Royalties Corp.'s (NYSE:STR) Revenues

When you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...
Seeking Alpha Oct 23

Sitio Royalties: New Notes Reduce Interest Costs By Around $15 Million Per Year

Summary Sitio's new 7.875% unsecured notes due November 2028 have a lower interest rate than its other debt. Sitio's variable interest rate notes due September 2026 have an effective interest rate of over 11%. Sitio's interest costs should be reduced by around $15 million per year. Sitio's free cash flow in 2024 should exceed $3 per share at current strip. Read the full article on Seeking Alpha
Seeking Alpha Aug 16

Sitio Royalties: Dividend Should Be Higher During Remainder Of 2023

Summary Sitio Royalties Corp. made a number of Permian Basin acquisitions for $247.9 million. It paid for the acquisitions with approximately 2.5 million shares and $181 million in cash. Sitio's net debt is temporarily above $1 billion. At current strip, Sitio Royalties Corp. can pay a $0.48 per share quarterly dividend during the rest of 2023 at a 65% payout ratio. Read the full article on Seeking Alpha
Article d’analyse Aug 12

Sitio Royalties' (NYSE:STR) Shareholders Will Receive A Smaller Dividend Than Last Year

Sitio Royalties Corp. ( NYSE:STR ) is reducing its dividend from last year's comparable payment to $0.40 on the 31st of...
Article d’analyse Jun 08

Estimating The Fair Value Of Sitio Royalties Corp. (NYSE:STR)

Key Insights Using the Dividend Discount Model, Sitio Royalties fair value estimate is US$26.59 With US$27.19 share...

Analyse de la rémunération des PDG

Comment la rémunération de Chris Conoscenti a-t-elle évolué par rapport aux bénéfices de Sitio Royalties?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 30 2025n/an/a

US$35m

Mar 31 2025n/an/a

US$42m

Dec 31 2024US$7mUS$850k

US$40m

Sep 30 2024n/an/a

-US$5m

Jun 30 2024n/an/a

-US$17m

Mar 31 2024n/an/a

-US$31m

Dec 31 2023US$7mUS$792k

-US$17m

Sep 30 2023n/an/a

US$21m

Jun 30 2023n/an/a

US$30m

Mar 31 2023n/an/a

US$37m

Dec 31 2022US$10mUS$284k

US$15m

Rémunération vs marché: La rémunération totale de Chris ($USD 6.91M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 7.11M ).

Rémunération et revenus: La rémunération de Chris a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Chris Conoscenti (49 yo)

3.2yrs
Titularisation
US$6,914,224
Compensation

Mr. Christopher L. Conoscenti, also known as Chris, is the Chief Executive Officer at Sitio Royalties Corp. and has been its Director since June 7, 2022. Mr. Conoscenti joined the Sitio Royalties Corp. in...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Christopher Conoscenti
CEO & Directorno dataUS$6.91m0.20%
$ 5.6m
Carrie Osicka
Chief Financial Officerno dataUS$3.53m0.089%
$ 2.5m
Jarret Marcoux
Executive Vice President of Operations1.6yrsUS$2.82m0.074%
$ 2.0m
A. McDavid
Executive Vice President of Corporate Developmentno dataUS$2.82mpas de données
Britton James
Executive Vice President of Landno dataUS$2.82m0.067%
$ 1.9m
Ward Bass
Chief Accounting Officerless than a yearpas de données0.0050%
$ 138.7k
Alyssa Stephens
Vice President of Investor Relationsless than a yearpas de donnéespas de données
Brett Riesenfeld
Executive VP6.2yrsUS$2.38m0.070%
$ 1.9m
1.1yrs
Durée moyenne de l'emploi
43yo
Âge moyen

Gestion expérimentée: L'équipe de direction de STR n'est pas considérée comme expérimentée (ancienneté moyenne 1.1 ans), ce qui suggère une nouvelle équipe.


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Christopher Conoscenti
CEO & Director3.2yrsUS$6.91m0.20%
$ 5.6m
Richard Stoneburner
Independent Director2.7yrsUS$305.84k0.052%
$ 1.4m
John Sult
Independent Director2.7yrsUS$320.84k0.14%
$ 3.7m
Alice Gould
Independent Director3.6yrsUS$325.84k0.033%
$ 911.6k
Jon-Al Duplantier
Independent Board Director2.7yrsUS$305.84k0.075%
$ 2.1m
Claire Harvey
Independent Director5.3yrsUS$305.84k0.053%
$ 1.5m
Gayle Burleson
Independent Board Member2.7yrsUS$305.84k0.063%
$ 1.7m
Noam Lockshin
Independent Chairman3.2yrsUS$305.84k0.041%
$ 1.1m
Morris Clark
Independent Director3.2yrsUS$330.84k0.041%
$ 1.1m
3.2yrs
Durée moyenne de l'emploi
58yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de STR sont considérés comme expérimentés (ancienneté moyenne 3.2 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2025/08/18 03:50
Cours de l'action en fin de journée2025/08/18 00:00
Les revenus2025/06/30
Revenus annuels2024/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Sitio Royalties Corp. est couverte par 6 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jeanine WaiBarclays
Jeanine WaiBarclays
Wei JiangBarclays