Permian Resources Beheer
Beheer criteriumcontroles 4/4
De CEO Permian Resources is Will Hickey, benoemd in Sep2022, heeft een ambtstermijn van 3.67 jaar. bezit rechtstreeks 1.48% van de aandelen van het bedrijf, ter waarde $ 262.69M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.4 jaar en 3.7 jaar.
Belangrijke informatie
Will Hickey
Algemeen directeur
US$11.4m
Totale compensatie
| Percentage CEO-salaris | n/a |
| Dienstverband CEO | 3.7yrs |
| Eigendom CEO | 1.5% |
| Management gemiddelde ambtstermijn | 3.4yrs |
| Gemiddelde ambtstermijn bestuur | 3.7yrs |
Recente managementupdates
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 AlphaAnalyseartikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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).
Narratiefupdate • 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.
Nieuw narratief • 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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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
Tenure
US$11,432,842
Compensatie
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 &...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| 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 | geen gegevens | geen gegevens | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Finance & Corporate Development | no data | geen gegevens | geen gegevens | |
| Vice President of Marketing & Midstream | 1.8yrs | geen gegevens | geen gegevens | |
| Vice President Of Human Resources | 2.1yrs | geen gegevens | geen gegevens | |
| Executive Vice President of Production Operations | 3.7yrs | geen gegevens | geen gegevens | |
| Executive Vice President Of Development Operations | 3.7yrs | geen gegevens | geen gegevens |
3.4yrs
Gemiddelde duur
38yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van PR wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| 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 | geen gegevens | geen gegevens | |
| 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 | geen gegevens | 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
Gemiddelde duur
51yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van PR wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.7 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/20 07:21 |
| Aandelenkoers aan het einde van de dag | 2026/05/20 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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
Permian Resources Corporation wordt gevolgd door 43 analisten. 16 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.
| Analist | Instelling |
|---|---|
| Subhasish Chandra | Benchmark Company |
| Phillip Jungwirth | BMO Capital Markets Equity Research |
| Randy Ollenberger | BMO Capital Markets Equity Research |