Core Insights - Sitio Royalties reported revenue of $163.52 million for Q1 2025, an 8% year-over-year increase, with an EPS of $0.13 compared to $0.10 a year ago, indicating strong financial performance [1] - The revenue exceeded the Zacks Consensus Estimate of $151.5 million by 7.93%, while the EPS surpassed the consensus estimate of $0.10 by 30% [1] Financial Performance Metrics - The average daily combined production volume was 42,136 BOE/D, slightly above the estimated 42,055.56 BOE/D [4] - Average realized prices for natural gas were $2.30, exceeding the estimate of $2.09, while crude oil prices were $70.39, close to the estimate of $70.56 [4] - Average realized prices for NGLs were $24.57, significantly higher than the estimated $18.93, contributing to revenue of $22.46 million, which also surpassed the estimate of $17.68 million [4] Stock Performance - Sitio Royalties shares have returned +12.5% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change, indicating positive market sentiment [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Sitio Royalties (STR) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 30%. A quarter ago, it was expected that this company would post earnings of $0.13 per share when it actually produced earnings of $0.08, delivering a surprise of -38.46%.Over the last four quarters, the company has ...

Financial Performance & Returns - Sitio reported solid financial performance, exceeding consensus estimates for 1Q25 production at approximately 42 MBoe/d and Adjusted EBITDA at approximately $142 million[10] - The company boasts high Adjusted EBITDA Margins, exceeding 87%[10] - Sitio's cumulative return of capital since becoming public in 2022 is greater than $915 million, representing over 35% of the company's market capitalization[10, 34, 35] - The company returned $0.50 per share to shareholders in 1Q25, comprised of a $0.35 per share cash dividend and $0.15 per share of stock repurchases[11] Capital Allocation & Debt - Sitio is committed to returning at least 65% of Discretionary Cash Flow (DCF) to shareholders through dividends and share repurchases[37] - The board authorized an additional $300 million for share repurchases, bringing the total remaining buyback capacity to approximately $350 million[10, 37] - Sitio's Adjusted Net Debt to 2024 Free Cash Flow (FCF) ratio is approximately 0.3x, which is about half the peer group average of 4.7x[42] Acquisitions & Asset Management - The company closed 3 transactions in 1Q25 for approximately $21 million, adding approximately 1,350 NRAs[10, 11] - Missing payments captured in the last twelve months (LTM) ending March 31, 2025, amounted to $15 million, offsetting approximately 40% of the midpoint of the 2025 Cash G&A guidance[10, 74] Production & Outlook - Average daily production for 1Q25 was 42.1 MBoe/d, including 18.9 MBbls/d of oil production, representing a 19% year-over-year increase in total production[8, 11] - The company's 2025 full-year guidance projects average daily production between 38,250 and 41,250 Boe/d, and average daily oil production between 17,750 and 19,250 Bbls/d[45] Market Positioning - Sitio's Free Cash Flow (FCF) margin is greater than 3.5x higher than the E&P average[13] - The company has a large, diverse asset base with active operators and over 10 years of remaining development[56]

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _________________________________________________________ FORM 10-Q ____________________________________________________ (Mark One) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Indicate by check mark whether the registrant is a large accelerated filer, an a ...

Sitio's Performance and Strategy - Sitio's 3Q24 annualized adjusted EBITDA was $542 million[7] - The company's total yield for 3Q24 was 8.0%, based on a return of capital per share of $0.47 and a share price of $23.46 on 11/15/24[7,8] - Sitio's average daily production in 3Q24 was 38.6 MBoe/d, with 50% being oil[7,14] - The company closed 5 transactions, adding 2,325 net royalty acres (NRAs) in the DJ Basin[13] - Sitio reduced long-term debt by $56.5 million, increasing liquidity to $455.5 million[14] Market Trends and Operator Activity - Operators are realizing efficiency improvements in the oilfield, with Permian Basin production growing despite decreasing rigs and frac fleets[15] - E&P M&A activity is improving Sitio's operator mix, with 62% of 3Q24 production coming from operators with market caps >$10B[18,19] - Net Line-of-Sight (LOS) wells in the Permian Basin increased by 11% quarter-over-quarter[32] Capital Allocation and Financials - Sitio returned 66% of its 3Q24 discretionary cash flow (DCF) to shareholders, amounting to $72.1 million or $0.47 per share[48] - The company is committed to returning at least 65% of DCF to shareholders through cash dividends and share repurchases[51] - As of 9/30/24, Sitio had ~$95 million remaining under its $200 million buyback authorization[51]

CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 15, 2025 SITIO ROYALTIES CORP. (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K (State or other jurisdiction of incorporation or organization) (Commission File Number) Delaware 001-41585 88-4140242 (I.R.S. Employer Identification No.) 1401 Lawrence Street, Suite 1750 Denver, Colorad ...

We are currently offering a free two-week trial to Distressed Value Investing . Join our community to receive exclusive research about various companies and other opportunities along with full access to my portfolio of historic research that now includes over 1,000 reports on over 100 companies.Aaron Chow, aka Elephant Analytics has 15+ years of analytical experience and is a top rated analyst on TipRanks. Aaron previously co-founded a mobile gaming company (Absolute Games) that was acquired by PENN Enterta ...

Sitio Royalties Corp. (NYSE:STR) Q4 2024 Earnings Conference Call February 27, 2024 8:30 AM ET Company Participants Alyssa Stephens - Vice President of Investor Relations Chris Conoscenti - Chief Executive Officer Carrie Osicka - Chief Financial Officer Jarret Marcoux - Executive Vice President, Operations Britton James - EVP of Land Conference Call Participants Neal Dingmann - Truist Derrick Whitfield - Texas Capital Jarrod Girou - Stephens Tim Rezvan - KeyBanc Capital Markets Noel Parks - Tuohy Brothers I ...

Sitio Royalties (STR) Q4 2024 Earnings Call February 27, 2025 08:30 AM ET Company Participants Alyssa Stephens - VP - Investor RelationsChris Conoscenti - Chief Executive OfficerCarrie Osicka - Chief Financial OfficerNeal Dingmann - Managing Director - Energy ResearchDerrick Whitfield - Managing DirectorJarret Marcoux - EVP - OperationsJarrod Giroue - Senior Research AssociateBritton James - EVP - LandNoel Parks - Managing Director - Energy Research Conference Call Participants Tim Rezvan - Managing Directo ...

4Q24 Earnings Presentation INDUSTRY AND MARKET DATA The information, data and statistics contained herein are derived from various internal (including data that Sitio has internally collected) and external third-party sources. While Sitio believes such third-party information is reliable, there can be no assurance as to the accuracy or completeness of the indicated information. Sitio has not independently verified the accuracy or completeness of the information provided by third party sources. No representa ...