Berry Corporation

NasdaqGS:BRY Voorraadrapport

Marktkapitalisatie: 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 Beheer

Beheer criteriumcontroles 1/4

De CEO Berry is Fernando Araujo, benoemd in Jan2023, heeft een ambtstermijn van 2.92 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 3.66M, bestaande uit 15% salaris en 85% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.42% van de aandelen van het bedrijf, ter waarde $ 1.05M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.9 jaar en 2.8 jaar.

Belangrijke informatie

Fernando Araujo

Algemeen directeur

US$3.7m

Totale compensatie

Percentage CEO-salaris15.02%
Dienstverband CEO2.9yrs
Eigendom CEO0.4%
Management gemiddelde ambtstermijn2.9yrs
Gemiddelde ambtstermijn bestuur2.8yrs

Recente managementupdates

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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
Analyseartikel 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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Nieuw narratief 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.
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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

Analyse CEO-vergoeding

Hoe is Fernando Araujo's beloning veranderd ten opzichte van Berry's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 3.66M ) Fernando } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 1.65M ).

Compensatie versus inkomsten: De vergoeding van Fernando is gestegen terwijl het bedrijf verliesgevend is.


CEO

Fernando Araujo (57 yo)

2.9yrs
Tenure
US$3,662,895
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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 yeargeen gegevensgeen gegevens
Todd Crabtree
Manager of Investor Relationsno datageen gegevensgeen gegevens
Jenarae Garland
VP, General Counselless than a yeargeen gegevensgeen gegevens
2.9yrs
Gemiddelde duur
49.5yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van BRY wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.9 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
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
Gemiddelde duur
67.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van BRY wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2.8 jaar), wat duidt op een nieuw bestuur.


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2025/12/19 16:02
Aandelenkoers aan het einde van de dag2025/12/17 00:00
Inkomsten2025/09/30
Jaarlijkse inkomsten2024/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Berry Corporation wordt gevolgd door 15 analisten. 1 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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