Viper Energy offers low-risk U.S. oil and gas exposure through mineral and royalty interests, benefiting from its strategic relationship with Diamondback and recent major acquisitions. The company expanded its acreage significantly via the Endeavor drop down and Sitio merger, positioning itself as a leading mineral owner in the Permian basin. Key risks include commodity price volatility, lack of control of acreage development, and asset conentration in the Permian.
Viper Energy's $4.1B all-stock Sitio deal highlights the resilience of the Permian Basin, even as oil prices slide in 2025.
VNOM's latest acquisition of Sitio Royalties is expected to be closed in the third quarter of 2025. The company has also announced a 10% increase in its base dividend.
Viper Energy (VNOM) reported earnings 30 days ago. What's next for the stock?
Viper closed on the dropdown transaction with Diamondback and expects 48,000 barrels per day in oil production going forward. This is over 60% higher than its Q4 2024 oil production. Viper's share count went up by a bit over 50% since late 2024 as it essentially paid for the deals with shares (directly and through an equity offering).
Viper Energy, Inc. (NASDAQ:VNOM ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Chip Seale - Director of Investor Relations Kaes Van't Hof - Chief Executive Officer Austen Gilfillian - President Conference Call Participants Greta Drefke - Goldman Sachs Paul Diamond - Citi Derrick Whitfield - Texas Capital Leo Mariani - ROTH Tim Rezvan - KeyBanc Capital Markets Operator Good day, and thank you for standing by. Welcome to the Viper Energy First Quarter 2025 Earnings Conference Call.
VNOM Q1 earnings gain from higher crude oil, natural gas and natural gas liquids production, though the gain is partially offset by a revenue miss due to lower average oil-equivalent price realization.
Although the revenue and EPS for Viper Energy (VNOM) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Viper Energy's strategy involves acquiring high-quality acreage with lower development costs and investment grade operators. Viper Energy remains a strong investment consideration with a historically high yield. Viper Energy's selective acquisition approach and steady production growth protect downside risks.
Viper Energy (VNOM) reported earnings 30 days ago. What's next for the stock?
VNOM Q4 earnings gain from higher crude oil, natural gas and natural gas liquids production.
Viper Energy, Inc. (NASDAQ:VNOM ) Q4 2024 Earnings Conference Call February 25, 2025 11:00 AM ET Company Participants Chip Seale - Director of IR Kaes Van't Hof - CEO Travis Stice - Outgoing CEO Conference Call Participants Neal Dingmann - Truist Securities Neil Mehta - Goldman Sachs & Co. Kalei Akamine - Bank of America Paul Diamond - Citi Derrick Whitfield - Texas Capital Tim Rezvan - KeyBanc Capital Markets Leo Mariani - ROTH Capital Operator Good day, and thank you for standing by. Welcome to the Viper Energy Fourth Quarter 2024 Earnings Call.