Viper Energy, Inc. Q4 2025 Earnings Call Summary

Strategic positioning now focuses on Permian pure-play consolidation, specifically targeting assets with stacked-pay potential and emerging deeper zones.The company achieved a significant balance sheet milestone, reaching a net debt target of approximately $1.6 billion, or roughly one turn of leverage.Management noted that third-party activity remains resilient despite broader rig count declines, as their acreage is concentrated under well-capitalized operators.Operational success is attributed to a 'ground ...