Coterra Energy

CTRA

Market cap $20.4B

Coterra Energy leverages its flexible asset base to pivot between oil and natural gas, optimizing capital allocation for market conditions. CTRA's diversified strategy contrasts with activist investor Kimmeridge's push for a pure Permian focus, which overlooks the value of Marcellus gas assets. CTRA maintains strong free cash flow guidance, targeting a 10% FCF yield in 2025, with natural gas expected to drive results into 2026.

Coterra Energy offers diversified, high-quality oil and gas assets, resilient free cash flow, and attractive valuation. CTRA's multi-basin strategy, low reinvestment needs, and solid natural gas exposure support cash flow stability despite volatile oil prices and near-term macro headwinds. Dividend yield and opportunistic buybacks enhance shareholder returns, while disciplined debt management maintains a healthy balance sheet.

Coterra Energy Inc. CTRA reported third-quarter 2025 adjusted earnings per share of 39 cents, which missed the Zacks Consensus Estimate of 41 cents. The underperformance was due to weaker oil and NGL realizations and a 30.1% increase in operating expenses.

Coterra Energy Inc. ( CTRA ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants Daniel Guffey - VP of Finance, Investor Relations & Treasurer Thomas Jorden - CEO, President & Chairman Shannon Young - Executive VP & CFO Michael Deshazer - Executive Vice President of Operations Blake Sirgo - Executive Vice President of Business Units Conference Call Participants Douglas George Blyth Leggate - Wolfe Research, LLC Wei Jiang - Barclays Bank PLC, Research Division Arun Jayaram - JPMorgan Chase & Co, Research Division Neil Mehta - Goldman Sachs Group, Inc., Research Division Scott Gruber - Citigroup Inc., Research Division David Deckelbaum - TD Cowen, Research Division Matthew Portillo - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Kaleinoheaokealaula Akamine - BofA Securities, Research Division Derrick Whitfield - Texas Capital Securities, Research Division Phillip Jungwirth - BMO Capital Markets Equity Research Presentation Operator Thank you for standing by. At this time, I would like to welcome everyone to today's Coterra Energy Third Quarter 2025 Earnings Call.

NEW YORK , Nov. 4, 2025 /PRNewswire/ -- Kimmeridge, a private investment firm focused on the energy sector and a significant shareholder of Coterra Energy (CTRA), today released an open letter to Coterra's Board of Directors calling for decisive action to address the Company's failures of governance and lack of strategic focus following the failed merger of Cabot Oil & Gas and Cimarex Energy. "Coterra's history has been tainted by a boardroom unwilling to acknowledge its own missteps," said Mark Viviano, Managing Partner at Kimmeridge.

Coterra Energy (CTRA) came out with quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.32 per share a year ago.

HOUSTON--(BUSINESS WIRE)--Coterra Energy Inc. (NYSE: CTRA) (“Coterra” or the “Company”) today reported third-quarter 2025 financial and operating results and declared a quarterly dividend of $0.22 per share. Additionally, the Company provided fourth-quarter production and capital guidance and updated full-year 2025 guidance. Tom Jorden, Chairman, CEO and President of Coterra, noted, "We are pleased with our strong operational execution during the quarter and are on track to meet or exceed our a.

In the closing of the recent trading day, Coterra Energy (CTRA) stood at $23.38, denoting a -1.23% move from the preceding trading day.

Cabot (CTRA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Coterra Energy (CTRA) closed the most recent trading day at $23.42, moving +2.72% from the previous trading session.