Chord Energy Corporation

NasdaqGS:CHRD 株式レポート

時価総額:US$7.9b

Chord Energy マネジメント

マネジメント 基準チェック /34

Chord Energyの CEO はDanny Brownで、 Apr2021年に任命され、 の在任期間は 5.17年です。 の年間総報酬は$ 8.57Mで、 9.9%給与と90.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.28%を直接所有しており、その価値は$ 22.09M 。経営陣と取締役会の平均在任期間はそれぞれ2.4年と4.4年です。

主要情報

Danny Brown

最高経営責任者

US$8.6m

報酬総額

CEO給与比率9.92%
CEO在任期間5.2yrs
CEOの所有権0.3%
経営陣の平均在職期間2.4yrs
取締役会の平均在任期間4.4yrs

経営陣の近況

Recent updates

ナラティブの更新 May 26

CHRD: Higher Oil Deck And Light Hedging Will Drive Future Cash Flow Upside

Chord Energy's updated fair value estimate has edged up by about $3.66 to $215.72, as analysts adjust price targets higher on the back of revised oil price assumptions, slightly firmer profit margin expectations, and a lower future P/E multiple, even as modeled revenue growth is set at a more conservative level. Analyst Commentary Recent Street research on Chord Energy has been consistently constructive, with a series of upward price target revisions and supportive ratings as analysts reset their models around higher oil price assumptions and updated capital plans.
Seeking Alpha May 22

Chord Energy: A Bakken Consolidator At 7.5x Earnings

Summary Chord Energy is rated a buy, trading at 7.5x forward earnings with a 17.5% FCF yield and only 0.4x leverage. CHRD’s XTO acquisition added superior acreage, positioned it as the Bakken’s consolidator, and management signals more disciplined M&A ahead. Operational advances—four-mile laterals, AI-optimized lift, and improved decline rates—set up a 2027 production inflection without extra capital. Risks include oil price sensitivity, execution on future deals, and timing of XTO production lift, but these are reflected in current valuation. Read the full article on Seeking Alpha
ナラティブの更新 May 03

CHRD: Higher Oil Deck And Light Hedging Will Shape Future Upside Potential

Chord Energy's analyst price target has moved sharply higher, with a fair value estimate shifting from about $155 to roughly $212, as analysts factor in higher long term oil price decks, stronger expected profit margins, and a slightly richer forward P/E multiple. Analyst Commentary Recent research points to a strong wave of optimism around Chord Energy, with multiple bullish analysts lifting price targets and, in some cases, ratings.
ナラティブの更新 Apr 19

CHRD: Higher Long Term Oil Decks Will Support Bakken Scale Upside

Analysts have lifted the Chord Energy fair value estimate from $137.94 to $162.11, as higher long term oil price assumptions and updated P/E expectations filter through a series of raised price targets across the Street. Analyst Commentary Recent research updates paint a mixed but generally constructive picture for Chord Energy, with many firms revising price targets and assumptions around long term oil pricing, cash flow and capital efficiency.
ナラティブの更新 Apr 05

CHRD: Recalibrated Oil Decks Will Pressure Long Term Cash Flow Expectations

Analysts have increased their fair value estimate for Chord Energy from $97 to $114. The updated assessment is primarily linked to higher long-term oil price assumptions, expectations for stronger profit margins, and a modestly higher future P/E multiple noted in recent research.
ナラティブの更新 Mar 22

CHRD: Bakken Scale And Buybacks Will Face Shifting Oil And Geopolitical Pressures

Narrative Update on Chord Energy The updated analyst price target for Chord Energy moves from about $129 to about $138. Analysts point to higher long term oil price assumptions, Chord's oil leverage and cash flow sensitivity, and incremental free cash flow durability as key reasons for the shift.
ナラティブの更新 Mar 08

CHRD: Bakken Scale And Buybacks Will Meet Mixed Macro And Geopolitical Risks

Analysts have raised their blended price target for Chord Energy to $128.65 from $124.11, reflecting updated views on geopolitical risk, commodity price assumptions and valuation multiples across recent research. Analyst Commentary Recent research on Chord Energy reflects a split between bullish analysts who are lifting price targets on changing commodity assumptions and geopolitical risk, and bearish analysts who are trimming targets or downgrading as they reassess macro drivers and valuation.
ナラティブの更新 Feb 22

CHRD: More Cautious Commodity Deck Will Shape Future Upside Potential

We are reducing our analyst price target for Chord Energy from $166 to $155, reflecting analysts' updated assumptions around lower profit margins, a higher future P/E multiple, and recent Street research that has broadly trimmed price targets and, in some cases, ratings on the stock. Analyst Commentary Recent Street research on Chord Energy has leaned toward more conservative price targets and, in several cases, ratings downgrades.
ナラティブの更新 Feb 08

CHRD: Bakken Execution And Consolidation Will Meet Recalibrated Market Expectations

Chord Energy's analyst fair value estimate has been trimmed by $4 to $97 as analysts factor in slightly higher discount rates, more moderate revenue growth and profit margin assumptions, and a higher future P/E multiple following a series of recent price target cuts and rating changes across the Street. Analyst Commentary Recent research updates point to a more cautious setup around Chord Energy, with several bearish analysts trimming price targets and, in a few cases, stepping back from prior positive views.
ナラティブの更新 Jan 24

CHRD: Bakken Scale And Share Buybacks Will Support Future Cash Returns

Analysts have trimmed their price targets on Chord Energy, reflected in our updated fair value estimate moving from US$127.56 to US$124.11 as they factor in lower projected revenue growth, slightly softer profit margins, and updated forward P/E assumptions. Analyst Commentary Recent Street research on Chord Energy has featured a series of price target cuts and a few rating changes, reflecting a more cautious stance on both execution and the broader macro setup for oil and gas names.
ナラティブの更新 Jan 10

CHRD: Bakken Execution And Consolidation Will Offset Cautious Guidance Expectations

Analysts have trimmed their price targets on Chord Energy to a range of about US$119 to US$130, citing updated 2025 guidance, early 2026 messaging, weaker gas and NGL realizations, and a shift in preference toward gas focused names, even as some see the company's Bakken exposure, low leverage, and consolidation potential as attractive. Analyst Commentary Recent Street research on Chord Energy shows a clear tilt toward more cautious views, with several bearish analysts trimming price targets and, in one case, moving to a more neutral stance.
ナラティブの更新 Dec 25

CHRD: Bakken Execution And Consolidation Will Shape Future Cash Flow Outlook

Analysts have modestly reduced their fair value estimate for Chord Energy from $105.00 to $101.00 per share, reflecting slightly lower long term return assumptions and revised profit expectations, despite still constructive views on Bakken growth potential and consolidation upside. Analyst Commentary Recent Street research on Chord Energy has tilted incrementally more cautious, with several bearish analysts trimming price targets while maintaining neutral stances on the stock.
ナラティブの更新 Dec 11

CHRD: Bakken Consolidation And Buybacks Will Support Stronger Long-Term Cash Returns

Analysts have reduced their average price target for Chord Energy to approximately $123, down modestly from prior levels in the high $120s to low $130s. They cite updated 2025 and 2026 guidance, evolving commodity price assumptions, and a balanced view of the company’s attractive Bakken consolidation strategy against concerns over inventory depth and long-term growth visibility.
ナラティブの更新 Nov 27

CHRD: Ongoing Bakken Consolidation Will Strengthen Returns And Long-Term Cash Flow

Chord Energy's analyst price target has been revised downward from $128 to $123 per share, as analysts incorporate updated guidance for 2025, preliminary 2026 commentary, and ongoing sector preferences that favor gas over oil stocks. Analyst Commentary Recent analyst coverage of Chord Energy highlights both strengths and potential challenges for the company.
分析記事 Nov 13

Some Investors May Be Willing To Look Past Chord Energy's (NASDAQ:CHRD) Soft Earnings

The market for Chord Energy Corporation's ( NASDAQ:CHRD ) shares didn't move much after it posted weak earnings...
ナラティブの更新 Nov 12

CHRD: Ongoing Bakken Consolidation Will Drive Accretive Returns And Stronger Cash Flow

Chord Energy's analyst price target was revised downward by $1.23 to $128.59, as analysts cited mixed updates in operational outlook and commodity price pressures. These factors were tempered by resilient cash flow and a continued consolidation strategy.
ナラティブの更新 Oct 29

Longer Lateral Development And Buybacks Will Drive Improved Capital Efficiency

Chord Energy's analyst price target has declined slightly from approximately $133 to $130 per share. Analysts cite lower expected cash flows, modestly weaker profit margins, and ongoing commodity headwinds as reasons for this adjustment.
ナラティブの更新 Oct 14

Longer Lateral Drilling And AI Will Lower Breakeven Costs

Analysts have modestly lowered their average price target for Chord Energy by approximately $2.48 to around $132.59. This adjustment is due to concerns about lower profit margins, reduced growth expectations, and recent downward revisions in cash flow projections.
ナラティブの更新 Sep 18

Longer Lateral Drilling And AI Will Lower Breakeven Costs

Analysts modestly raised Chord Energy's price target to $135.07 amid optimism over Bakken consolidation execution, accretive XTO acreage acquisition, capital efficiency improvements, and supportive shareholder returns, tempered by lingering commodity headwinds. Analyst Commentary Bullish analysts highlight Chord Energy's continued execution of its Bakken consolidation strategy and favorable core asset acquisitions, driving higher price targets.
Seeking Alpha Apr 11

Chord Energy: A Look At Its Performance At Near Term $60 Oil

Summary Chord Energy Corporation is projected to generate a bit over $600 million in free cash flow at 2025 strip, including high-$50s WTI oil during the last three quarters. At $60 WTI oil in 2026, Chord may be able to generate $750 million in free cash flow if natural gas and NGL realizations return to historical levels. Chord pushed its note maturity out to 2033. At longer term $70 WTI oil, CHRD would be able to generate $1.25 billion in free cash flow per year before cash income taxes. Read the full article on Seeking Alpha
Seeking Alpha Feb 05

Chord Energy: Superior Value, High Oil Cuts, And Double-Digit Free Cash Flow Yields

Summary Chord Energy has a very cheap valuation, coupled with a focus on capital efficiency. 3- and 4-mile wells will drive efficiency gains moving forward. CHRD's price-to-FCF multiple is significantly lower than peers, trading 5.5 turns cheaper than larger peers, such as Exxon Mobil, Occidental Petroleum, and ConocoPhillips. The 4.5% base dividend is well covered, having reasonable coverage as low as $65/barrel WTI. The high oil cut of the company provides significant torque to high oil prices. At $80/barrel, the company can produce nearly 20% FCF yields. Read the full article on Seeking Alpha
Seeking Alpha Dec 11

Chord Energy: Stock Repurchases, Sale Of Assets, Synergies, And Extremely Cheap

Summary Chord Energy Corporation's recent merger and asset sales are expected to enhance cash flow and balance sheet, making CHRD appear undervalued. Stock repurchases and warrant expirations in 2025 could increase demand and valuation, supported by consistent EBITDA growth over the last decade. DCF models indicate significant upside potential, with fair valuations higher than the current stock price, despite recent EPS declines and analyst downgrades. Potential risks include goodwill impairments, fluctuating oil prices, and failed synergies, which could negatively impact future free cash flow and stock valuation. Read the full article on Seeking Alpha
Seeking Alpha Oct 06

With Strong Earnings, Chord Energy Should Be An Income Investor Target

Summary Chord Energy, formed from the merger of Oasis and Whiting Petroleum, recently acquired Enerplus, enhancing its strength despite a temporarily weak current ratio. Trading below book value with a P/E ratio of 7.43, Chord Energy offers strong value, especially given its secure production area in the Williston Basin. The company's success hinges on oil and gas prices, with potential risks from geopolitical tensions, localized issues, and exploration uncertainties. With a variable dividend yield of 7-8%, Chord Energy is a compelling choice for income investors, provided oil prices remain stable. Read the full article on Seeking Alpha
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新しいナラティブ Aug 25

Enerplus Integration Boosts Efficiency And Synergies, Promising Robust Revenue And Profitability Growth

Strategic integration with Enerplus and disciplined spending on free cash generation highlight improved capital efficiency and operational excellence.

CEO報酬分析

Chord Energy の収益と比較して、Danny Brown の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$68m

Dec 31 2025US$9mUS$850k

US$43m

Sep 30 2025n/an/a

US$168m

Jun 30 2025n/an/a

US$264m

Mar 31 2025n/an/a

US$865m

Dec 31 2024US$8mUS$850k

US$845m

Sep 30 2024n/an/a

US$936m

Jun 30 2024n/an/a

US$920m

Mar 31 2024n/an/a

US$923m

Dec 31 2023US$3mUS$850k

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$2mUS$642k

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$341m

Mar 31 2022n/an/a

US$252m

Dec 31 2021US$15mUS$433k

US$189m

報酬と市場: Dannyの 総報酬 ($USD 8.57M ) は、 US市場 ($USD 8.37M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Dannyの報酬は増加しましたが、会社は利益を上げていません。


CEO

Danny Brown (51 yo)

5.2yrs
在職期間
US$8,567,235
報酬

Mr. Daniel E. Brown, also known as Danny, is Director of Junior Achievement Of Southeast Texas, Incorporated. Mr. Brown serves as President at Chord Energy Corporation and serves as its Director since 2021...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Daniel Brown
President5.2yrsUS$8.57m0.28%
$ 22.1m
Richard Robuck
Executive VP2.3yrsUS$3.71m0.052%
$ 4.1m
Darrin Henke
Executive VP & COO2.4yrsUS$3.88m0.0040%
$ 314.6k
Shannon Kinney
Executive VP2.9yrsUS$2.86m0%
$ 0
Michael Lou
Executive VP2.3yrsUS$4.10m0.15%
$ 11.6m
Lara Kroll
Chief Accounting Officer & Senior VPno dataデータなし0.016%
$ 1.2m
Gilbert Delarosa
Vice President of Marketing1.3yrsデータなしデータなし
Elizabeth Shuler
VP & Chief Human Resources Officer2.4yrsデータなしデータなし
Jason Swaren
Senior VP of Productionno dataデータなしデータなし
Kevin Kelly
Senior Vice President of Environment & Sustainabilityno dataデータなしデータなし
Alex Wall
Senior Vice President of Asset Managementno dataデータなしデータなし
2.4yrs
平均在職期間
51.5yo
平均年齢

経験豊富な経営陣: CHRDの経営陣は 経験豊富 であると考えられます ( 2.4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Daniel Brown
President5.4yrsUS$8.57m0.28%
$ 22.1m
Susan Cunningham
Independent Chair4.4yrsUS$403.74k0.021%
$ 1.6m
Hilary Foulkes
Independent Director2.1yrsUS$285.98k0.0039%
$ 303.6k
Ian Dundas
Director2.1yrsUS$216.47k0.13%
$ 9.9m
Kevin McCarthy
Independent Director4.4yrsUS$285.98k0.033%
$ 2.6m
M. Polzin
Independent Director2.1yrsUS$285.98k0.0015%
$ 119.1k
Anne Taylor
Independent Director4.4yrsUS$300.98k0.017%
$ 1.3m
Marguerite Woung-Chapman
Independent Director5.4yrsUS$300.98k0.013%
$ 992.0k
Samantha F. McKinney
Independent Director6.4yrsUS$300.98k0.028%
$ 2.2m
Jeffrey Sheets
Independent Director2.1yrsUS$300.98k0.0073%
$ 575.7k
Douglas Brooks
Independent Director6.4yrsUS$285.98k0.031%
$ 2.4m
4.4yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: CHRDの 取締役会経験豊富 であると考えられます ( 4.4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/05 23:30
終値2026/06/05 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Chord Energy Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52

アナリスト機関
Michael HallBaird
Randy OllenbergerBMO Capital Markets Equity Research
Phillip JungwirthBMO Capital Markets Equity Research