BKV

BKV Corp

NYSE · Crude Petroleum & Natural Gas · Inc. DE · CIK 0001838406
$25.06 +2.08% $2.7B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)12 New Institutional Positions3 Institutional Exits
Vol
Market Cap$2.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders50 funds
Inst. Value$435.1M
Inst. Activity12 buys / 3 sells
Insider Activity0B / 4S
Insider Net $-$4.7M
SEC Reports4
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. DE·CIK 0001838406·Prev Close $24.55

Recent Activity

Jun 11, 2026 Insider
Limpaphayom Kirana was granted 7,128 shares
Director
Jun 11, 2026 Insider
MILLER CHARLES C III was granted 7,128 shares
Director
Jun 11, 2026 Insider
Davis Joseph R was granted 7,128 shares
Director
May 22, 2026 SEC
BKV entered into a Sixth Amendment to its reserve-based credit agreement, reaffirming a $1.0B borrowing base and increas
8-K — Impact 3/10
May 7, 2026 earnings_calendar
BKV Q1 2026 Earnings Scheduled — 2026-05-07
Mar 27, 2026 SEC
BKV Corp's CEO and CFO sold shares in the open market within the past week, with the CEO selling 100,000 shares for $3.0
CLUSTER — Impact 5/10
Feb 28, 2026 SEC
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their po
INST-CLUSTER — Impact 6/10
Inst.
STATE STREET CORP — ADD
1,374,634 shares ($39.2M)

Price Targets

$35.18 +40.4% upside Strong Buy
Current $25.06 Low $32.00 Median $35.00 High $39.00 11 analysts
$32.00 $39.00

Analyst Ratings

Strong Buy93% buy · 15 analysts
5Strong Buy
9Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 11, 2026 Citigroup MAINTAIN Buy → Buy
Apr 15, 2026 Jefferies MAINTAIN Buy → Buy
Apr 6, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 2, 2026 Keybanc MAINTAIN Overweight → Overweight
Mar 24, 2026 Truist Securities INITIATE Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.27 ▼ -23.3% $0.09 — $0.49 -31% YoY 9
Next Q $0.75 ▼ -5.1% $0.41 — $1.15 50% YoY 8
Current FY $1.62 ▼ -17.3% $1.12 — $2.40 16% YoY 9
Next FY $2.18 ▼ -8.4% $1.03 — $3.14 35% YoY 9

Top Institutional Holders

FundValueMove
GOLDMAN SACHS GROUP INC$63.4M
BlackRock, Inc.$59.3MADD
VANGUARD CAPITAL MANAGEMENT LLC$41.9M
STATE STREET CORP$39.2MADD
WILLIAM BLAIR INVESTMENT MANAGEMENT,$32.9M

Recent Insider Trades

DateInsiderTypeValue
Jun 11, 2026Limpaphayom KiranaA$0.00
Jun 11, 2026MILLER CHARLESA$0.00
Jun 11, 2026Davis JosephA$0.00
Jun 11, 2026PATEL SUNITA$0.00
Jun 11, 2026MASHINSKI CARLAA$0.00
50 institutional holders with $435.1M total value (15,255,885 shares) as of 2026-Q1. Top holders: GOLDMAN, BlackRock,, VANGUARD. Net buying activity: 12 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1GOLDMAN SACHS GROUP INC2,223,096$63.4M14.6%
2BlackRock, Inc.2,080,768$59.3M13.6%ADD +34.9%
3VANGUARD CAPITAL MANAGEMENT LLC1,468,567$41.9M9.6%
4STATE STREET CORP1,374,634$39.2M9.0%ADD +67.9%
5WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,153,767$32.9M7.6%
6BANK OF AMERICA CORP /DE/837,281$23.9M5.5%ADD +54.0%
7DIMENSIONAL FUND ADVISORS LP654,129$18.7M4.3%DOUBLED +256.2%
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP537,174$15.3M3.5%NEW
9Russell Investments Group, Ltd.517,408$14.8M3.4%ADD +31.8%
10CITADEL ADVISORS LLC508,163$14.5M3.3%
11FIRST TRUST ADVISORS LP433,251$12.4M2.8%ADD +95.6%
12VANGUARD PORTFOLIO MANAGEMENT LLC382,896$10.9M2.5%
13TWO SIGMA INVESTMENTS, LP366,091$10.4M2.4%DOUBLED +1536.6%
14Nuveen, LLC354,005$10.1M2.3%DOUBLED +1661.6%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC278,572$7.9M1.8%ADD +39.4%
16VOLORIDGE INVESTMENT MANAGEMENT, LLC238,368$6.8M1.6%DOUBLED +665.7%
17DEUTSCHE BANK AG\232,659$6.6M1.5%DOUBLED +2019.7%
18VANGUARD FIDUCIARY TRUST CO229,433$6.5M1.5%
19MORGAN STANLEY223,285$6.4M1.5%
20PRUDENTIAL FINANCIAL INC135,215$3.9M0.9%ADD +28.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
STATE STREET CORPADD818,8381,374,634+67.9%$39.2M2026-Q1
BANK OF AMERICA CORP /DE/ADD543,521837,281+54.0%$23.9M2026-Q1
DIMENSIONAL FUND ADVISORS LPDOUBLED183,659654,129+256.2%$18.7M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW537,174$15.3M2026-Q1
FIRST TRUST ADVISORS LPADD221,539433,251+95.6%$12.4M2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD199,799278,572+39.4%$7.9M2026-Q1
DEUTSCHE BANK AG\DOUBLED10,976232,659+2019.7%$6.6M2026-Q1
PRUDENTIAL FINANCIAL INCADD105,387135,215+28.3%$3.9M2026-Q1
Rafferty Asset Management, LLCADD35,78070,822+97.9%$2.0M2026-Q1
Blackstone Inc.ADD11,98115,981+33.4%$455.8K2026-Q1
Legal & General Group PlcTRIM15,49210,523-32.1%$300.1K2026-Q1
Brevan Howard Capital Management LPADD8,07810,522+30.3%$300.1K2026-Q1
FMR LLCTRIM2,5801,840-28.7%$52.5K2026-Q1
Rockefeller Capital Management L.P.TRIM421157-62.7%$4.5K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD11,89718,075+51.9%$516.002026-Q1
BlackRock, Inc.ADD1,281,0851,728,137+34.9%$46.9M2025-Q4
VANGUARD GROUP INCADD1,141,3761,569,793+37.5%$42.6M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED252,921543,521+114.9%$14.8M2025-Q4
Nuveen, LLCDOUBLED25,907456,379+1661.6%$12.4M2025-Q4
Russell Investments Group, Ltd.ADD330,943436,200+31.8%$11.8M2025-Q4
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED33,631257,520+665.7%$7.0M2025-Q4
FIRST TRUST ADVISORS LPADD128,119221,539+72.9%$6.0M2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD143,929199,799+38.8%$5.4M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED12,000196,393+1536.6%$5.3M2025-Q4
ALLIANCEBERNSTEIN L.P.DOUBLED17,000169,510+897.1%$4.6M2025-Q4
16 unique insiders with 30 transactions. Net insider value: -$4.7M ($0.00 bought, $4.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 11, 2026Limpaphayom KiranaDirectorAWARD7,128
Jun 11, 2026MILLER CHARLES C IIIDirectorAWARD7,128
Jun 11, 2026Davis Joseph RDirectorAWARD7,128
Jun 11, 2026PATEL SUNIT SDirectorAWARD7,128
Jun 11, 2026MASHINSKI CARLA SDirectorAWARD7,128
Jun 11, 2026Larrick Lindsay BChief Legal and Admin OfficerJ45,839
Jun 1, 2026Jacobsen Eric SPresident, UpstreamSELL25,000$26.89$672.1K
May 14, 2026Seimon DilankaChief Commercial OfficerTAX W/H2,152$27.76$59.7K
May 12, 2026Hinojosa JavierSenior Vice President of PowerAWARD9,887
May 1, 2026Jacobsen Eric SPresident, UpstreamSELL25,000$30.96$773.9K
Apr 29, 2026Larrick Lindsay BChief Legal and Admin OfficerJ13,549
Mar 27, 2026Tameron DavidChief Financial OfficerSELL7,300$29.71$216.9K
Mar 25, 2026Kalnin Christopher PChief Executive OfficerSELL100,000$30.06$3.0M
Mar 10, 2026Busang Kristen LeeSVP, Human ResourcesAWARD9,675
Mar 10, 2026Turcotte Barry S.Chief Accounting OfficerAWARD6,910
Mar 10, 2026Read LaurenSVP, dCarbon VenturesAWARD9,675
Mar 10, 2026Ngo EthanChf Corporate Dev OfficerAWARD15,203
Mar 10, 2026Kalnin Christopher PChief Executive OfficerAWARD62,197
Mar 10, 2026Larrick Lindsay BChief Legal and Admin OfficerAWARD23,496
Mar 10, 2026Jacobsen Eric SPresident, UpstreamAWARD27,643
Mar 10, 2026Tameron DavidChief Financial OfficerAWARD30,407
Mar 10, 2026Seimon DilankaChief Commercial OfficerAWARD20,732
Mar 3, 2026Ngo EthanChf Corporate Dev OfficerTAX W/H2,174$31.27$68.0K
Mar 3, 2026Larrick Lindsay BChief Legal and Admin OfficerTAX W/H3,751$31.27$117.3K
Mar 3, 2026Kalnin Christopher PChief Executive OfficerTAX W/H8,048$31.27$251.7K
Mar 3, 2026Read LaurenSVP, dCarbon VenturesTAX W/H711$31.27$22.2K
Mar 3, 2026Busang Kristen LeeSVP, Human ResourcesTAX W/H1,186$31.27$37.1K
Mar 3, 2026Tameron DavidChief Financial OfficerTAX W/H3,174$31.27$99.3K
Mar 3, 2026Turcotte Barry S.Chief Accounting OfficerTAX W/H1,105$31.27$34.6K
Jan 30, 2026Banpu Public Co LtdDirectorJ5,315,390

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (93% buy). Based on 15 analysts: 5 strong buy, 9 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$35.18 mean target +40.4% upside Strong Buy (1.09)
$32.00 Low $39.00 High
MetricValue
Current Price$25.06
Target Low$32.00
Target Mean$35.18
Target Median$35.00
Target High$39.00
# Analysts11
RecommendationStrong Buy (1.09)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.27 $0.09 $0.49 -31.0% -23.3% 2↑ 6↓ $0.4B 10.8% 9
Next Q
2026-09-30
$0.75 $0.41 $1.15 49.9% -5.1% 2↑ 5↓ $0.4B 61.8% 8
Current FY
2026-12-31
$1.62 $1.12 $2.40 15.6% -17.3% 3↑ 6↓ $1.6B 54.5% 9
Next FY
2027-12-31
$2.18 $1.03 $3.14 34.6% -8.4% 2↑ 6↓ $1.5B -1.1% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.269
7d ago$0.247+0.022
30d ago$0.351-0.082
60d ago$0.324-0.054
90d ago$0.317-0.048
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 11, 2026 Citigroup MAINTAIN Buy Buy
Apr 15, 2026 Jefferies MAINTAIN Buy Buy
Apr 6, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 2, 2026 Keybanc MAINTAIN Overweight Overweight
Mar 24, 2026 Truist Securities INITIATE Buy Buy
Jan 7, 2026 Roth Capital INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265910093%
May 1, 20265910093%
Apr 1, 20265910093%
Mar 1, 20264810092%
Feb 1, 20263810092%
Jan 1, 20263710091%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 7, 2026
earnings_calendar
BKV Q1 2026 Earnings Scheduled — 2026-05-07
May 7, 2026
short_volume
Short Volume: BKV — 73.4% short (0.5M / 0.7M)
Short: 488,086 | Exempt: 630 | TRF Vol: 664,524 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: BKV — 55.8% short (0.3M / 0.5M)
Short: 294,795 | Exempt: 50 | TRF Vol: 528,044 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: BKV — 64.5% short (0.3M / 0.5M)
Short: 323,966 | Exempt: 100 | TRF Vol: 502,587 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: BKV — 64.2% short (0.4M / 0.6M)
Short: 385,823 | Exempt: 0 | TRF Vol: 601,097 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Mar 26, 2026
short_interest
FTD: BKV — 32,123 shares ($1.0M) failed to deliver
Settlement: 20260326, Price: $30.14, FTD Value: $968,187.22, BKV CORP COM
Mar 24, 2026
short_volume
Short Volume: BKV — 73.9% short (0.5M / 0.7M)
Short: 505,394 | Exempt: 0 | TRF Vol: 683,642 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
Feb 25, 2026
earnings_calendar
BKV Q4 2025 Earnings Before Market Open — 2026-02-25