Diamondback reports mixed derivative results, stable production

Published 01/14/2025, 05:12 AM
FANG
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Diamondback (NASDAQ:FANG) Energy, Inc. (NASDAQ:FANG), a $51.67 billion market cap energy company with a strong financial health rating according to InvestingPro, disclosed its financial and operational results for the fourth quarter ended December 31, 2024, today, revealing a mix of gains and losses in its derivative activity and stable realized commodity prices.

The company reported average unhedged realized prices at $69.48 per barrel of oil, $0.48 per Mcf of natural gas, and $19.27 per barrel of natural gas liquids (NGLs). When accounting for hedging activities, the prices slightly adjusted to $68.72 per barrel of oil and $0.82 per Mcf of natural gas, with NGLs unchanged. The company maintains an attractive 4.74% dividend yield and trades at a P/E ratio of 10.24. According to InvestingPro's Fair Value analysis, the stock appears to be fairly valued at current levels.

In terms of derivative activity, Diamondback anticipates a net loss on cash settlements for derivative instruments of $15 million for the quarter. However, this is offset by a net non-cash gain on derivative instruments of $51 million, resulting in a net gain of $36 million. This gain is primarily due to positive movements in commodity contracts, which are somewhat negated by losses in interest rate swaps and a contingent liability related to West Texas Intermediate (WTI) pricing.

Diamondback's forward-looking statements in the report highlight expectations for future performance, including drilling plans, capital allocation, and environmental strategy execution. However, these projections are subject to various risks and uncertainties, including market conditions, regulatory changes, and operational hazards.

The information provided in this report is based on a press release statement and represents a snapshot of Diamondback Energy's financial condition as of the last day of the fourth quarter of 2024. With revenue growth of 18.25% and seven consecutive years of dividend payments, the company demonstrates strong operational performance.

For a comprehensive analysis of Diamondback Energy's financials and future prospects, investors can access detailed research reports and additional insights through InvestingPro, which covers over 1,400 US equities with in-depth Pro Research Reports.

In other recent news, Diamondback Energy has seen a flurry of activity. CFRA has upgraded the company's stock from Hold to Buy, and revised its earnings per share estimates for 2024 and 2025. The company is expected to reinvest about 44% of its projected operating cash flow in 2025, which is the lowest among its peers. Diamondback Energy's recent acquisition of Endeavor Energy is also expected to contribute to above-average production growth.

Roth/MKM reiterated its Buy rating, citing Diamondback Energy's status as a low-cost producer in the Permian Basin. Goldman Sachs resumed coverage with a Buy rating, pointing to the company's strategic capital allocation and its recent merger with Endeavor Energy. TD Cowen also maintained a Buy rating, emphasizing the company's ongoing efficiency gains and strategic plan for reducing medium-term debt.

These are recent developments. Diamondback Energy's CEO, Travis Stice, recently sold 3,000 shares of the company's stock, a transaction likely associated with restricted share units or performance share units.

The company has also announced strategic moves to enhance cost efficiency and shareholder value, which includes lowering its corporate breakeven price to $37 per barrel and reducing its drilling program to 18 rigs by 2025. Finally, Diamondback Energy is exploring additional revenue through natural gas and surface acreage.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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