Berry Corporation

NasdaqGS:BRY 주식 리포트

시가총액: US$253.0m

This company has been acquired

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

Berry 경영진

경영진 기준 점검 1/4

Berry CEO는 Fernando Araujo, Jan2023 에 임명되었습니다 의 임기는 2.92 년입니다. 총 연간 보상은 $3.66M, 15% 급여 및 85% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.05M 가치에 해당하는 회사 주식의 0.42% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.9 년과 2.8 년입니다.

핵심 정보

Fernando Araujo

최고경영자

US$3.7m

총 보수

CEO 급여 비율15.02%
CEO 재임 기간2.9yrs
CEO 지분 보유율0.4%
경영진 평균 재임 기간2.9yrs
이사회 평균 재임 기간2.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Dec 14

BRY: Carbon Regulation Progress Will Drive Value In Pending All-Stock Merger

Analysts have cut their price target on Berry to $4, reflecting lower fair value estimates and weaker outlooks for revenue growth and margins, despite expected deal synergies and the strategic industrial logic from its combination with California Resources. Analyst Commentary The latest research updates on Berry and its pending combination with California Resources reflect a mixed but increasingly constructive narrative.
내러티브 업데이트 Sep 17

California Reforms And Utah Projects Will Unlock Drilling Opportunities

Analyst price targets for Berry have been revised down from $4.44 to $3.84 as initial optimism over cost synergies and operational alignment from the California Resources acquisition is tempered by concerns over deal valuation and the diminished standalone upside for Berry. Analyst Commentary Bullish analysts highlight that the announced acquisition of Berry by California Resources is strategically logical given the asset overlap and adjacency in California, supporting operational integration.
분석 기사 Aug 15

Growth Investors: Industry Analysts Just Upgraded Their Berry Corporation (NASDAQ:BRY) Revenue Forecasts By 13%

NasdaqGS:BRY 1 Year Share Price vs Fair Value Explore Berry's Fair Values from the Community and select yours...
분석 기사 Jul 03

Improved Revenues Required Before Berry Corporation (NASDAQ:BRY) Stock's 27% Jump Looks Justified

Berry Corporation ( NASDAQ:BRY ) shares have had a really impressive month, gaining 27% after a shaky period...
분석 기사 Jun 25

Is Berry (NASDAQ:BRY) Weighed On By Its Debt Load?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha Jun 18

Berry Corporation: Strong Operating Cost Performance

Summary Berry gets some benefit from stronger oil prices, although it is roughly 75% hedged on oil in 2025. Berry's Q1 2025 lease operating expenses came in at $26.40 per BOE, around 9% lower than its full-year guidance midpoint of $28.90 per BOE. I am not assuming that reduction is sustainable yet, but it would help Berry significantly if it is. A $2 per BOE reduction in lease operating expenses has around the same impact on Berry's post-hedge 2025 free cash flow as a roughly $10 increase in oil prices. Read the full article on Seeking Alpha
분석 기사 May 11

Berry Corporation (NASDAQ:BRY) Held Back By Insufficient Growth Even After Shares Climb 28%

Berry Corporation ( NASDAQ:BRY ) shareholders are no doubt pleased to see that the share price has bounced 28% in the...
Seeking Alpha Apr 24

Berry Corporation Increases Its Oil Swap Positions

Summary Berry is projected to generate $61 million in 2025 free cash flow at current strip, benefiting from mid-$70s Brent hedges. It converted oil collars and puts to swaps for its 2026 and 2027 hedges. Berry now has around 63% of its 2026 oil production hedged at near-$70s Brent. Those hedges should allow Berry to survive and make its required term loan repayments. However, Berry ability to meaningfully reduce its net debt is limited at near-$70s Brent. Read the full article on Seeking Alpha
분석 기사 Mar 14

It's Down 28% But Berry Corporation (NASDAQ:BRY) Could Be Riskier Than It Looks

Berry Corporation ( NASDAQ:BRY ) shares have had a horrible month, losing 28% after a relatively good period...
Seeking Alpha Feb 20

Berry Corporation: Increasing Focus On Utah Assets

Summary Berry is planning to put 40% of its 2025 capex to its Utah assets. Utah accounts for around 19% of its total production and 12% of its oil production as of Q3 2024. Berry's Utah production may increase by several percent per year as a percentage of Berry's total production due to the increased spending there. With E&P and Corporate G&A and interest costs adding up to $10+ per BOE, Berry needs reasonably high oil prices to start making more progress on reducing its debt. Although it can tread water at $70 Brent, a high-$70s or better Brent scenario is probably necessary for Berry. Read the full article on Seeking Alpha
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새 내러티브 Feb 09

Refinancing And Operational Gains In California And Utah May Open Future Opportunities Despite Revenue Challenges

Successful debt refinancing and financial strategies position Berry for strategic opportunities and reduced future interest costs, enhancing shareholder value and net margins.
분석 기사 Jan 18

Berry Corporation (NASDAQ:BRY) Surges 26% Yet Its Low P/E Is No Reason For Excitement

Those holding Berry Corporation ( NASDAQ:BRY ) shares would be relieved that the share price has rebounded 26% in the...
분석 기사 Dec 20

Berry (NASDAQ:BRY) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Nov 22

Berry Corporation Addresses Its Debt Maturities With A High Interest Rate Term Loan

Summary Berry successfully addressed its near-term debt maturities. Its new term loan may mature in late 2029 if extended. The term loan has a high interest rate of Term SOFR + 7.5%, though. There are also required term loan repayments of 10% of the initial principal per year. Thus, much of Berry's free cash flow will go to term loan repayments, and it reduced its fixed dividend by 75% as a result. Read the full article on Seeking Alpha
Seeking Alpha Oct 01

Berry Corporation: Appears To Have Some Upside Despite Debt Maturity Risks

Summary Berry's 2026 notes mature in 14.5 months, while its credit facility matures in 11 months. Berry may be able to refinance its notes at a higher interest rate. Assuming that it can manage its debt maturities, Berry's free cash flow generation ability appears strong. It may be able to generate $100 million in 2025 free cash flow at current $70 to $71 Brent strip, which is around 25% of its current market cap. Read the full article on Seeking Alpha
분석 기사 Sep 27

Berry Corporation (NASDAQ:BRY) Looks Inexpensive But Perhaps Not Attractive Enough

You may think that with a price-to-sales (or "P/S") ratio of 0.4x Berry Corporation ( NASDAQ:BRY ) is a stock worth...
분석 기사 Aug 06

Some Investors May Be Worried About Berry's (NASDAQ:BRY) Returns On Capital

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Seeking Alpha May 08

Berry Corporation: Exploring Uinta Basin Opportunities

Summary Berry Corporation is projected to generate $143 million in 2024 free cash flow before bolt-on acquisitions. Berry is using bolt-on acquisitions to help maintain production due to the uncertain California regulatory environment around new drill permits. It also entered into a $10 million farm-in agreement to participate in four Uinta wells. Read the full article on Seeking Alpha
분석 기사 May 05

Berry (NASDAQ:BRY) Has Announced A Dividend Of $0.12

The board of Berry Corporation ( NASDAQ:BRY ) has announced that it will pay a dividend on the 24th of May, with...
분석 기사 Apr 25

News Flash: Analysts Just Made A Substantial Upgrade To Their Berry Corporation (NASDAQ:BRY) Forecasts

Berry Corporation ( NASDAQ:BRY ) shareholders will have a reason to smile today, with the analysts making substantial...
분석 기사 Mar 18

Berry's (NASDAQ:BRY) Conservative Accounting Might Explain Soft Earnings

The market was pleased with the recent earnings report from Berry Corporation ( NASDAQ:BRY ), despite the profit...
Seeking Alpha Feb 27

Berry Corporation: A Look At Valuations After A Solid End To 2023

Summary Berry Corporation's 2023 production ended up 200 BOEPD above the midpoint of its full-year guidance. It also reduced its debt by $25 million in Q4 2023 despite making a minor acquisition in December 2023. The California permitting situation remains uncertain, with minimal new well permit approvals in 2023. The Aera Energy transaction implies a slightly lower valuation for Berry than what I had been modeling, although the market liked the deal from California Resources' perspective. I now estimate Berry Corporation stock value at $8 to $9 per share at long-term high-$70s Brent. Read the full article on Seeking Alpha

CEO 보수 분석

Fernando Araujo의 보수는 Berry의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Sep 30 2025n/an/a

-US$91m

Jun 30 2025n/an/a

US$5m

Mar 31 2025n/an/a

-US$37m

Dec 31 2024US$4mUS$550k

US$19m

Sep 30 2024n/an/a

US$84m

Jun 30 2024n/an/a

-US$31m

Mar 31 2024n/an/a

US$3m

Dec 31 2023US$3mUS$525k

US$37m

Sep 30 2023n/an/a

US$47m

Jun 30 2023n/an/a

US$284m

Mar 31 2023n/an/a

US$301m

Dec 31 2022US$3mUS$480k

US$250m

Sep 30 2022n/an/a

US$187m

Jun 30 2022n/an/a

US$5m

Mar 31 2022n/an/a

-US$51m

Dec 31 2021US$3mUS$480k

-US$16m

보상 대 시장: Fernando의 총 보수(USD3.66M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.59M)보다 높습니다.

보상과 수익: Fernando의 보상은 회사가 적자임에도 증가했습니다.


CEO

Fernando Araujo (57 yo)

2.9yrs
재임 기간
US$3,662,895
보수

Mr. Fernando Araujo is Independent Director of Cadence Bank from January 17, 2025. Mr. Araujo is Chief Executive Officer at Berry Corporation since January 2023. He is Director at Berry Corporation Since M...


리더십 팀

이름직위재임 기간보수지분
Fernando Araujo
CEO & Director2.9yrsUS$3.66m0.42%
$ 1.1m
Danielle Hunter
President2.9yrsUS$2.53m0.45%
$ 1.1m
Michael Helm
VP & Chief Accounting Officer8.1yrsUS$1.41m0.18%
$ 459.9k
Jeffrey Magids
VP & CFOless than a year데이터 없음데이터 없음
Todd Crabtree
Manager of Investor Relationsno data데이터 없음데이터 없음
Jenarae Garland
VP, General Counselless than a year데이터 없음데이터 없음
2.9yrs
평균 재임 기간
49.5yo
평균 나이

경험이 풍부한 관리: BRY의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.9 년).


이사회 구성원

이름직위재임 기간보수지분
Fernando Araujo
CEO & Director1.8yrsUS$3.66m0.42%
$ 1.1m
Renee Hornbaker
Independent Chairman of the Board4.9yrsUS$456.88k0.11%
$ 290.0k
James Trimble
Independent Director1.8yrsUS$258.42k0.027%
$ 68.5k
Anne Mariucci
Independent Director7.3yrsUS$278.79k0.18%
$ 443.4k
Rajath Shourie
Independent Director3.8yrsUS$262.96k0.13%
$ 341.2k
Matthew Bob
Independent Director1.2yrsUS$49.08k0.0068%
$ 17.1k
2.8yrs
평균 재임 기간
67.5yo
평균 나이

경험이 풍부한 이사회: BRY의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.8 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/12/19 14:50
종가2025/12/17 00:00
수익2025/09/30
연간 수익2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Berry Corporation는 15명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Rudolf HokansonBarrington Research Associates, Inc.
Rhett BrunoBofA Global Research
Stephen RichardsonEvercore ISI