Permian Resources マネジメント
マネジメント 基準チェック /44
Permian Resourcesの CEO はWill Hickeyで、 Sep2022年に任命され、 の在任期間は 3.67年です。 は、会社の株式の1.48%を直接所有しており、その価値は$ 262.69M 。経営陣と取締役会の平均在任期間はそれぞれ3.4年と3.7年です。
主要情報
Will Hickey
最高経営責任者
US$11.4m
報酬総額
| CEO給与比率 | n/a |
| CEO在任期間 | 3.7yrs |
| CEOの所有権 | 1.5% |
| 経営陣の平均在職期間 | 3.4yrs |
| 取締役会の平均在任期間 | 3.7yrs |
経営陣の近況
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分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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).
ナラティブの更新 • 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.
新しいナラティブ • 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
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaCEO
Will Hickey (38 yo)
3.7yrs
在職期間
US$11,432,842
報酬
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 &...
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 |
|---|---|---|---|---|
| Co-CEO & Director | 3.7yrs | US$11.43m | 1.48% $ 262.7m | |
| Co-CEO & Director | 3.7yrs | US$11.43m | 1.48% $ 262.7m | |
| Executive VP & CFO | 3.2yrs | US$5.27m | 0.072% $ 12.8m | |
| Executive VP & Chief Accounting Officer | 2yrs | US$4.96m | 0.28% $ 49.9m | |
| Executive VP | 3.7yrs | US$4.96m | 0.19% $ 33.3m | |
| VP & Chief Information Officer | 2yrs | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Senior Vice President of Finance & Corporate Development | no data | データなし | データなし | |
| Vice President of Marketing & Midstream | 1.8yrs | データなし | データなし | |
| Vice President Of Human Resources | 2.1yrs | データなし | データなし | |
| Executive Vice President of Production Operations | 3.7yrs | データなし | データなし | |
| Executive Vice President Of Development Operations | 3.7yrs | データなし | データなし |
3.4yrs
平均在職期間
38yo
平均年齢
経験豊富な経営陣: PRの経営陣は 経験豊富 であると考えられます ( 3.4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 |
|---|---|---|---|---|
| Co-CEO & Director | 3.7yrs | US$11.43m | 1.48% $ 262.7m | |
| Co-CEO & Director | 3.7yrs | US$11.43m | 1.48% $ 262.7m | |
| Independent Director | 10.3yrs | US$298.04k | 0.018% $ 3.2m | |
| Independent Director | 2.5yrs | データなし | データなし | |
| Independent Non-Executive Chairman | 3.7yrs | US$439.87k | 0.028% $ 4.9m | |
| Independent Director | 9.6yrs | US$290.84k | 0.0049% $ 867.0k | |
| Director | 3.7yrs | データなし | 0.95% $ 168.3m | |
| Independent Director | 9.6yrs | US$295.64k | 0.034% $ 6.1m | |
| Independent Director | 3.7yrs | US$276.42k | 0.010% $ 1.8m | |
| Independent Director | 3.7yrs | US$276.42k | 0.0086% $ 1.5m |
3.7yrs
平均在職期間
51yo
平均年齢
経験豊富なボード: PRの 取締役会 は 経験豊富 であると考えられます ( 3.7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 | 2026/05/20 02:33 |
| 終値 | 2026/05/20 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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や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
Permian Resources Corporation 16 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。43
| アナリスト | 機関 |
|---|---|
| Subhasish Chandra | Benchmark Company |
| Phillip Jungwirth | BMO Capital Markets Equity Research |
| Randy Ollenberger | BMO Capital Markets Equity Research |