Viper Energy, Inc. (VNOM)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Viper Energy, Inc. (VNOM) Q4 2025 Earnings Call Transcript
Viper Energy, Inc. (VNOM) Q4 2025 Earnings Call Transcript
Compared to Estimates, Viper Energy (VNOM) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Viper Energy (VNOM) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Seeking Clues to Viper Energy (VNOM) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Viper Energy (VNOM), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
Countdown to Viper Energy (VNOM) Q4 Earnings: Wall Street Forecasts for Key Metrics
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Viper Energy (VNOM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
Why Is Viper Energy (VNOM) Up 2.9% Since Last Earnings Report?
Viper Energy (VNOM) reported earnings 30 days ago. What's next for the stock?
Viper Energy: Consider Buying After The Merger
Viper Energy is part of the Diamondback Energy organization. VNOM plans to sell non-Permian acreage for under $700 million to reduce merger-incurred debt. The stock's pullback presents a potential buying opportunity, despite cyclical downturn risks.
Viper Energy Q3 Earnings Beat Estimates on Higher Production
VNOM's Q3 earnings beat estimates as surging oil-equivalent production offset lower realized prices and higher expenses.
Viper Energy: Quality Permian Oil Royalties With Solid Dividends And Low Leverage
Viper Energy remains a Buy, supported by strong fundamentals, a robust dividend, and the accretive Sitio Royalties acquisition fueling double-digit oil production growth. VNOM's Q3 report highlights 12% net oil production per share growth, expanding Permian royalty acreage, and diversification away from Diamondback. Solid cash flow, manageable debt maturities, and a flexible capital return policy position the company to withstand oil price volatility and benefit from macro tailwinds.
Viper Energy, Inc. (VNOM) Q3 2025 Earnings Call Transcript
Viper Energy, Inc. ( VNOM ) Q3 2025 Earnings Call November 4, 2025 12:00 PM EST Company Participants Chip Seale Kaes Van't Hof - CEO & Director Austen Gilfillian - President and Director Conference Call Participants Neal Dingmann - William Blair & Company L.L.C., Research Division Wei Jiang - Barclays Bank PLC, Research Division Neil Mehta - Goldman Sachs Group, Inc., Research Division Kaleinoheaokealaula Akamine - BofA Securities, Research Division Derrick Whitfield - Texas Capital Securities, Research Division Leo Mariani - ROTH Capital Partners, LLC, Research Division Timothy Rezvan - KeyBanc Capital Markets Inc., Research Division Presentation Operator Good day, and thank you for standing by.
Viper Energy: High-Quality Permian Oil Royalties With Solid Dividend
Viper Energy remains a solid buy, offering a strong dividend and robust financials despite a 22% YTD decline tied mostly to oil prices. VNOM's recent Sitio Royalties acquisition is expected to be 8-10% accretive to cash available for distribution and supports 15% oil production per share growth by 2026. The company maintains a good balance sheet, targets $1.5B net debt, and plans to return all excess cash as dividends when leverage is at or below target.
Viper Energy: Upside Post-Sitio Acquisition
Viper Energy is a $12.9 billion market cap publicly-traded minerals (Permian oil and gas) company. At 2Q25 base plus variable dividend rates annualized, it returns 5.4%, higher than two-year Treasuries at 3.66%. Viper's $4.1 billion acquisition of Sitio Royalties offers synergies across the Permian and a boost to Viper's oil and gas production.
Viper Energy Expects Continued Production Growth After Sitio Acquisition
Viper completed its Sitio acquisition and expects mid-single-digit production growth in 2026 from current levels. This could put Viper's 2026 production around 132,000 BOEPD, including 68,000 barrels per day of oil production. At current 2026 strip prices, Viper should be able to generate close to $4 per share in distributable cash flow.
