DEC

Diversified Energy Co

NYSE · Crude Petroleum & Natural Gas · Inc. X0 · CIK 0001922446
$13.85 +0.87% $1.1B
High Impact Filing (7/10)15 New Institutional Positions10 Institutional Exits
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders50 funds
Inst. Value$590.0M
Inst. Activity15 buys / 10 sells
Reddit Sentiment60° Warm
SEC Reports8
Press Releases7
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. X0·CIK 0001922446·Prev Close $13.73

Recent Activity

Jun 1, 2026 Insider
Oliver Kirk R was granted 5,908 shares
Director
May 28, 2026 other
Diversified Energy Company Demonstrates Proven Sustainability Leadership
Diversified Energy Company Demonstrates Proven Sustainability Leadership
May 26, 2026 SEC
Kirk R. Oliver filed a Form 3 initial statement of beneficial ownership with Diversified Energy Co, indicating he has be
3 — Impact 2/10
May 21, 2026 SEC
Diversified Energy appointed Kirk Oliver as an independent non-executive director, effective May 21, 2026, increasing th
8-K — Impact 2/10
May 19, 2026 SEC
Diversified Energy Co issued $850 million in asset-backed ABS XII Notes (Series 2026-1) via a bankruptcy-remote subsidia
8-K — Impact 6/10
May 6, 2026 Press
Diversified Energy announced the acquisition of oil and gas assets from Camino Natural Resources for $1.175 billion, fin
Impact 7/10
Mar 31, 2026 Insider
Gray Bradley G was granted 1,317 shares
President and CFO
Mar 31, 2026 Insider
SULLIVAN BENJAMIN was granted 1,080 shares
Sr EVP, Chief Legal Officer

Price Targets

$22.43 +61.9% upside Strong Buy
Current $13.85 Low $19.00 Median $22.00 High $28.00 7 analysts
$19.00 $28.00

Analyst Ratings

Strong Buy92% buy · 13 analysts
4Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 16, 2026 Stephens & Co. INITIATE Overweight
Apr 9, 2026 Truist Securities MAINTAIN Buy → Buy
Apr 2, 2026 Keybanc MAINTAIN Overweight → Overweight
Mar 24, 2026 Truist Securities INITIATE Buy → Buy
Mar 17, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.40 ▼ -24.2% $0.34 — $0.46 2
Next Q $0.47 ▼ -20.4% $0.37 — $0.58 2
Current FY $3.26 ▲ +78.2% $3.02 — $3.57 -26% YoY 3
Next FY $2.42 ▼ -4.6% $1.35 — $3.77 -26% YoY 4

Latest Reports

NEUTRAL 3 2/10
Kirk R. Oliver filed a Form 3 initial statement of beneficial ownership with Diversified Energy Co, indicating he has be
May 26, 2026
NEUTRAL 8-K 2/10
Diversified Energy appointed Kirk Oliver as an independent non-executive director, effective May 21, 2026, increasing th
May 21, 2026
BULLISH Press 7/10
Diversified Energy announced the acquisition of oil and gas assets from Camino Natural Resources for $1.175 billion, fin
May 6, 2026

Top Institutional Holders

FundValueMove
Artemis Investment Management LLP$96.6MDOUBLED
BlackRock, Inc.$85.8MADD
AMERIPRISE FINANCIAL INC$78.8MNEW
JUPITER ASSET MANAGEMENT LTD$58.9MNEW
M&G Plc$32.5MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Oliver KirkA$0.00
Mar 31, 2026Gray BradleyA$0.00
Mar 31, 2026SULLIVAN BENJAMINA$0.00
Mar 31, 2026Gideon RichardA$0.00
Mar 31, 2026Ridgway RonA$0.00

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish
50 institutional holders with $590.0M total value (33,389,733 shares) as of 2026-Q1. Top holders: Artemis, BlackRock,, AMERIPRISE. Net buying activity: 15 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Artemis Investment Management LLP5,444,878$96.6M16.4%DOUBLED +109.8%
2BlackRock, Inc.4,921,863$85.8M14.5%ADD +42.8%
3AMERIPRISE FINANCIAL INC4,520,272$78.8M13.4%NEW
4JUPITER ASSET MANAGEMENT LTD3,168,559$58.9M10.0%NEW
5M&G Plc1,759,706$32.5M5.5%NEW
6BARCLAYS PLC1,833,481$32.0M5.4%—
7CITADEL ADVISORS LLC1,531,035$26.7M4.5%—
8STATE STREET CORP1,241,356$21.6M3.7%ADD +50.7%
9MORGAN STANLEY883,465$15.4M2.6%TRIM -28.2%
10TWO SIGMA INVESTMENTS, LP866,459$15.1M2.6%—
11VANGUARD CAPITAL MANAGEMENT LLC785,308$13.8M2.3%—
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC754,568$13.3M2.3%ADD +67.2%
13FIRST TRUST ADVISORS LP604,692$10.5M1.8%NEW
14MARSHALL WACE, LLP433,768$7.6M1.3%DOUBLED +132.6%
15GOLDMAN SACHS GROUP INC429,272$7.5M1.3%—
16VANGUARD FIDUCIARY TRUST CO380,327$6.7M1.1%—
17VANGUARD PORTFOLIO MANAGEMENT LLC364,059$6.3M1.1%—
18Point72 Asset Management, L.P.350,135$6.1M1.0%DOUBLED +504.5%
19BANK OF AMERICA CORP /DE/304,613$5.3M0.9%ADD +57.8%
20D. E. Shaw & Co., Inc.289,432$5.0M0.9%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Artemis Investment Management LLPDOUBLED2,595,5775,444,878+109.8%$96.6M2026-Q1
BlackRock, Inc.ADD3,446,8354,921,863+42.8%$85.8M2026-Q1
STATE STREET CORPADD823,8731,241,356+50.7%$21.6M2026-Q1
MORGAN STANLEYTRIM1,230,900883,465-28.2%$15.4M2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD451,366754,568+67.2%$13.3M2026-Q1
FIRST TRUST ADVISORS LPNEW—604,692—$10.5M2026-Q1
MARSHALL WACE, LLPDOUBLED186,498433,768+132.6%$7.6M2026-Q1
Point72 Asset Management, L.P.DOUBLED57,923350,135+504.5%$6.1M2026-Q1
BANK OF AMERICA CORP /DE/ADD192,988304,613+57.8%$5.3M2026-Q1
Alyeska Investment Group, L.P.TRIM568,000232,725-59.0%$4.1M2026-Q1
Nuveen, LLCTRIM486,281190,106-60.9%$3.3M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD101,977142,624+39.9%$2.5M2026-Q1
Legal & General Group PlcTRIM302,99395,810-68.4%$1.7M2026-Q1
Invesco Ltd.ADD63,58386,121+35.4%$1.5M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM177,51375,334-57.6%$1.3M2026-Q1
DEUTSCHE BANK AG\TRIM203,15752,696-74.1%$919.0K2026-Q1
Centiva Capital, LPADD18,27431,171+70.6%$543.6K2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED13,00029,000+123.1%$505.5K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM32,32323,979-25.8%$418.2K2026-Q1
Russell Investments Group, Ltd.NEAR_EXIT106,90120,593-80.7%$359.1K2026-Q1
CWM, LLCDOUBLED2,48516,536+565.4%$288.4K2026-Q1
SEI INVESTMENTS CONEAR_EXIT61,93814,287-76.9%$249.2K2026-Q1
Allworth Financial LPDOUBLED4,01513,554+237.6%$236.4K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.TRIM678428-36.9%$7.5K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD35,50245,272+27.5%$790.002026-Q1
11 unique insiders with 38 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Oliver Kirk RDirectorAWARD5,908——
Mar 31, 2026Gray Bradley GPresident and CFOAWARD1,317——
Mar 31, 2026SULLIVAN BENJAMINSr EVP, Chief Legal OfficerAWARD1,080——
Mar 31, 2026Gideon Richard AChief Operating OfficerAWARD1,086——
Mar 31, 2026Ridgway Ron LeeEVP - Energy MarketingAWARD684——
Mar 31, 2026Garrett Michael WaltonChief Accounting OfficerAWARD279——
Mar 31, 2026Hutson Robert R JrChief Executive OfficerAWARD2,289——
Mar 26, 2026Gray Bradley GPresident and CFOGIFT15,000——
Mar 19, 2026Hutson Robert R JrChief Executive OfficerAWARD108,548——
Mar 19, 2026Gray Bradley GPresident and CFOAWARD62,437——
Mar 19, 2026Gideon Richard AChief Operating OfficerAWARD51,522——
Mar 19, 2026Ridgway Ron LeeEVP - Energy MarketingAWARD32,446——
Mar 19, 2026Garrett Michael WaltonChief Accounting OfficerAWARD13,203——
Mar 19, 2026SULLIVAN BENJAMINSr EVP, Chief Legal OfficerAWARD51,303——
Mar 16, 2026Hutson Robert R JrChief Executive OfficerAWARD80,740——
Mar 16, 2026Hutson Robert R JrChief Executive OfficerAWARD1,389——
Mar 16, 2026Gideon Richard AChief Operating OfficerAWARD1,429——
Mar 16, 2026Hutson Robert R JrChief Executive OfficerTAX W/H34,192$14.61$499.5K
Mar 16, 2026Ridgway Ron LeeEVP - Energy MarketingAWARD5,471——
Mar 16, 2026Gray Bradley GPresident and CFOEXERCISE36,840——
Mar 16, 2026Ridgway Ron LeeEVP - Energy MarketingEXERCISE9,874——
Mar 16, 2026Turner David Jackson Jr.DirectorAWARD215——
Mar 16, 2026Ridgway Ron LeeEVP - Energy MarketingTAX W/H4,845$14.61$70.8K
Mar 16, 2026Ridgway Ron LeeEVP - Energy MarketingAWARD715——
Mar 16, 2026Johnson David EdwardDirectorAWARD286——
Mar 16, 2026Garrett Michael WaltonChief Accounting OfficerTAX W/H4,082$14.61$59.6K
Mar 16, 2026Garrett Michael WaltonChief Accounting OfficerAWARD4,465——
Mar 16, 2026Garrett Michael WaltonChief Accounting OfficerAWARD166——
Mar 16, 2026Garrett Michael WaltonChief Accounting OfficerEXERCISE8,061——
Mar 16, 2026SULLIVAN BENJAMINSr EVP, Chief Legal OfficerEXERCISE30,967——
Mar 16, 2026SULLIVAN BENJAMINSr EVP, Chief Legal OfficerAWARD17,156——
Mar 16, 2026SULLIVAN BENJAMINSr EVP, Chief Legal OfficerAWARD639——
Mar 16, 2026SULLIVAN BENJAMINSr EVP, Chief Legal OfficerTAX W/H21,605$14.61$315.6K
Mar 16, 2026Thomas Martin KeithDirectorAWARD215——
Mar 16, 2026Klaber Kathryn ZDirectorAWARD215——
Mar 16, 2026Gray Bradley GPresident and CFOAWARD20,411——
Mar 16, 2026Gray Bradley GPresident and CFOTAX W/H21,592$14.61$315.5K
Mar 16, 2026Gray Bradley GPresident and CFOAWARD2,247——
8 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 4.9/10.
NEUTRAL 3 2/10
Kirk R. Oliver filed a Form 3 initial statement of beneficial ownership with Diversified Energy Co,
May 26, 2026
NEUTRAL 8-K 2/10
Diversified Energy appointed Kirk Oliver as an independent non-executive director, effective May 21,
May 21, 2026
BULLISH 8-K 6/10
Diversified Energy Co issued $850 million in asset-backed ABS XII Notes (Series 2026-1) via a bankru
May 19, 2026
BULLISH 8-K 7/10
Diversified Energy Q1 2026 results show strong operational performance with total commodity revenue
May 6, 2026
BULLISH PRESS-RELEASE 8/10
Diversified Energy reported Q1 2026 revenue of $556M, beating the $517.8M consensus by 7.4%, and del
May 6, 2026
NEUTRAL 8-K 5/10
Diversified Energy Company closed its previously announced acquisition of East Texas oil and natural
May 1, 2026
NEUTRAL DEFA14A 2/10
Diversified Energy Co filed a definitive proxy statement (DEFA14A) with the SEC, which is a routine
Mar 24, 2026
BULLISH 8-K 7/10
Diversified Energy Company (DEC) has entered into a definitive agreement to acquire oil and natural
Mar 4, 2026
BULLISH 7/10
Diversified Energy announced the acquisition of oil and gas assets from Camino Natural Resources for
May 6, 2026
NEUTRAL 3/10
Barclays PLC crossed a reporting threshold by acquiring a total of 5.2% of Diversified Energy Compan
Mar 31, 2026
NEUTRAL 3/10
Diversified Energy Company (DEC) announced the vesting of Performance Stock Units (PSUs) and Restric
Mar 20, 2026
NEUTRAL 3/10
Diversified Energy Company announced a quarterly dividend of $0.29 per share for Q3 2025, payable on
Mar 12, 2026
NEUTRAL 5/10
Diversified Energy Company (DEC) announced the pricing of a secondary public offering of 7,501,585 s
Mar 9, 2026
NEUTRAL 5/10
Diversified Energy Company announced a secondary public offering of 7,501,585 shares by EIG-affiliat
Mar 9, 2026
NEUTRAL 3/10
Barclays PLC disclosed a change in its holdings of Diversified Energy Company (DEC) on March 3, 2026
Mar 5, 2026
Current analyst consensus: Strong Buy (92% buy). Based on 13 analysts: 4 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$22.43 mean target +61.9% upside Strong Buy (1.00)
$19.00 Low $28.00 High
MetricValue
Current Price$13.85
Target Low$19.00
Target Mean$22.43
Target Median$22.00
Target High$28.00
# Analysts7
RecommendationStrong Buy (1.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.40 $0.34 $0.46 — -24.2% 1↑ 1↓ $0.5B 7.2% 2
Next Q
2026-09-30
 $0.47 $0.37 $0.58 — -20.4% 1↑ 1↓ $0.5B 23.6% 2
Current FY
2026-12-31
 $3.26 $3.02 $3.57 -25.9% +78.2% 2↑ 0↓ $1.9B 5.0% 3
Next FY
2027-12-31
 $2.42 $1.35 $3.77 -25.6% -4.6% 1↑ 1↓ $1.9B 1.6% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.400
7d ago$0.160+0.240
30d ago$0.527-0.127
60d ago$0.393+0.007
90d ago$0.000+0.400
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 16, 2026 Stephens & Co. INITIATE — Overweight
Apr 9, 2026 Truist Securities MAINTAIN Buy Buy
Apr 2, 2026 Keybanc MAINTAIN Overweight Overweight
Mar 24, 2026 Truist Securities INITIATE Buy Buy
Mar 17, 2026 Citigroup MAINTAIN Buy Buy
Feb 4, 2026 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264810092%
May 1, 20264820086%
Apr 1, 20264820086%
Mar 1, 20264820086%
Feb 1, 20264720085%
Jan 1, 20264720085%
Strong BuyBuyHoldSellStrong Sell
∅

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

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 10, 2026160° Warm101

Recent Reddit Threads

r/stockmarket Bullish 4mo ago
Diversified Energy Company ($DEC)
▲ 0 💬 0
May 28, 2026
other
Diversified Energy Company Demonstrates Proven Sustainability Leadership
Diversified Energy Company Demonstrates Proven Sustainability Leadership
May 21, 2026
other
Diversified Energy Provides Board of Director Update
New Member of Diversified Energy Board of Directors
May 8, 2026
earnings
Results of Annual General Meeting
Results of AGM
May 6, 2026
earnings
Diversified Energy Reports First Quarter 2026 Results
Diversified Energy Reports First Quarter 2026 Results
May 6, 2026
dividend
Dividend Declaration
Diversified Energy Announces First Quarter dividend
May 6, 2026
m_and_a
Diversified and Carlyle Partner to Acquire Assets from Camino Natural Resources
Diversified and Carlyle Partner to Acquire Assets from Camino Natural Resources
Apr 29, 2026
earnings
Diversified Energy Announces Timing of First Quarter 2026 Results
Diversified Energy Announces Timing of 2026 First Quarter Results
Apr 20, 2026
other
Diversified Energy TR-1
Diversified Energy TR-1
Mar 31, 2026
announcement
Miscellaneous
Diversified Energy TR-1
Mar 31, 2026
announcement
Diversified Energy TR-1
Diversified Energy TR-1
Mar 27, 2026
other
PDMR Shareholdings
PDMR Holding
Mar 25, 2026
other
Diversified Files Definitive Proxy Materials
Proxy Materials
Mar 20, 2026
announcement
PDMR Shareholdings
PDMR Holdings
Mar 19, 2026
other
Transaction in Own Shares
Transaction in own shares
Mar 19, 2026
short_interest
FTD: DEC — 109,944 shares ($1.6M) failed to deliver
Settlement: 20260319, Price: $14.96, FTD Value: $1,644,762.24, DIVERSIFIED ENERGY CO COM