SM's Q1 2025 production ended up near the high end of expectations, helped by the improved Uinta Basin volumes. SM's free cash flow is projected at close to $700 million for the full year at current strip. The company's capex is front-loaded into 1H 2025, resulting in expectations for higher 2H 2025 free cash flow.
First Commonwealth Financial Corporation. (NYSE:FCF ) Q1 2025 Earnings Conference Call April 30, 2025 2:00 PM ET Company Participants Ryan Thomas - Vice President, Finance and IR Mike Price - President and CEO James Reske - Chief Financial Officer Jane Grebenc - Bank President and CRO Brian Sohocki - Chief Credit Officer Mike McCuen - Chief Lending Officer.
The headline numbers for First Commonwealth Financial (FCF) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
First Commonwealth Financial (FCF) came out with quarterly earnings of $0.32 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.37 per share a year ago.
Bristol-Myers Squibb is trading near all-time high dividend and free cash flow yields. BMY stock has a history of outperformance during recessions and bear markets on Wall Street. Relative total returns vs. Big Pharma peers and the S&P 500 have been outstanding since July.
Plains GP Holdings offers exposure to Plains All American with a simpler tax structure, boasting a vast network of pipelines and storage facilities. Despite market volatility, PAGP's fee-based midstream operations ensure stable cash flows, with strong FCF and a growing dividend yield of 7.04%. The company's valuation metrics are attractive, with a P/CF of 1.51 and a P/E of 12.18, highlighting its massive FCF generation.
Mach's production is primarily natural gas, and the 2025 strip for natural gas remains solid at nearly $4. Near-term oil prices are weak, but Mach is projected to generate $2.31 per unit in 2025 free cash flow at an average of $64 WTI oil. Due to legacy production declines, Mach's 2026 free cash flow may end up lower than 2025.
Antero is projected to generate $1.36 billion in 2025 free cash flow at current strip. Natural gas strip prices for 2025 remain above $4 despite some recent declines. This helps keep AR's free cash flow solid despite lower strip prices for oil and C3+ NGLs.
Diamondback Energy: Double-Digit FCF Yield From The Original 'FANG' Stock
Surge Energy offers a compelling setup with a clean balance sheet, high FCF yield, and no cash taxes expected until 2030. The company remains solid with high-quality assets trading at a depressed valuation. At US$65 WTI, Surge generates a strong 16% FCF yield and a dividend yield of over 8%.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does First Commonwealth Financial (FCF) have what it takes?
Vermilion Energy's acquisition of Westbrick Energy will boost production by 60%, enhancing natural gas exposure and operational efficiency. Market concerns include value-destroying acquisitions, excessive management compensation, insufficient shareholder distribution, high debt, complex structure, and low reserve life. Despite concerns, Vermilion's recent buybacks and dividend increases indicate improved shareholder returns, with plans to distribute 40% of excess FCF.