Zacks Investment Research·5d ago
Chord Energy's $550M Marcellus Exit Sharpens Its Williston FocusCHRD's $550M Marcellus sale sharpens its focus on core Williston Basin assets, lowers leverage and capital spending, and increases oil weighting.
Chord Energy's acquisition of Enerplus has fundamentally reshaped its scale, with Q2 2026 revenue surging 84% YoY to $2.2B and free cash flow reaching $711.9M, reflecting robust operational execution and capital discipline. However, the company's earnings qual...
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Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rebounded sharply to $2.2B in Q2 2026 (up 84% YoY) with gross margin expanding to 48.1%, yet TTM net margin remains thin at 0.9%, indicating underlying earnings fragility.
Chord Energy's Bakken assets in the Williston Basin are considered materially undervalued, presenting significant upside potential.
The company boasts a pristine balance sheet, providing financial stability and flexibility for growth and shareholder returns.
Chord Energy has an exceptionally shareholder-friendly capital allocation framework, enhancing investor returns.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $6.44-1.7% vs $6.55 | $2.2B+34.3% vs $1.6B |
Q2 2026 May 5, 2026 | $4.56+30.7% vs $3.49 | $1.7B+37.9% vs $1.2B |
Q1 2026 Feb 25, 2026 | $1.28+9.4% vs $1.17 | $1.2B+8.1% vs $1.1B |
Q4 2025 Nov 4, 2025 | $2.35+4.9% vs $2.24 | $1.3B+27.0% vs $1.0B |
CHRD's $550M Marcellus sale sharpens its focus on core Williston Basin assets, lowers leverage and capital spending, and increases oil weighting.
HOUSTON, Sept. 16, 2026 /PRNewswire/ -- Chord Energy Corporation (NASDAQ: CHRD) ("Chord," "Chord Energy," or the "Company") announced today that one of its subsidiaries has entered into an agreement to sell its entire non-operated Marcellus position to POSCO International Corporation for total gross consideration of $550MM.
VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of Chord Energy Corporation (NASDAQ: CHRD) during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 3,700 shares of the company's stock, valued at approximately $423,000. Other institutional investors have also recently
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Benchmark CHRD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Chord Energy Corporation (CHRD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $137.72 | $7.75B | 186.11 | -7.12% | 0.91% | 0.53% | 3.99% | |
| $34.31 | $8.23B | 6.08 | 18.07% | 18.16% | 16.53% | — | |
| $27.38 | $2.34B | 3.24 | 49.76% | 13.56% | 9.55% | — | |
| $52.12 | $6.47B | 8.56 | 5.1% | 18.6% | 12.05% | — | |
| $3.74 | $556.43M | -3.70 | -4.53% | -19.32% | — | — | |
| $1.10 | $24.22M | -0.49 | -14.92% | -24.51% | -29.92% | — |
Chord Energy Corporation (CHRD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Chord Energy Corporation (CHRD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Aug 5, 2026·SEC
May 5, 2026·SEC
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Chord Energy Corporation (CHRD) stock FAQ — growth, dividends, profitability & financials explained
Chord Energy Corporation (CHRD) reported $6.32B in revenue for fiscal year 2025. This represents a 4802% increase from $128.9M in 2010.
Chord Energy Corporation (CHRD) saw revenue decline by 7.1% over the past year.
Yes, Chord Energy Corporation (CHRD) is profitable, generating $848.3M in net income for fiscal year 2025 (0.9% net margin).
Yes, Chord Energy Corporation (CHRD) pays a dividend with a yield of 3.99%. This makes it attractive for income-focused investors.
Chord Energy Corporation (CHRD) has a return on equity (ROE) of 0.5%. This is below average, suggesting room for improvement.
Chord Energy Corporation (CHRD) generated $1.19B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
