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Guardian Wealth Takes $5.1 Million Stake in Viper Energy, According to Recent SEC Filing
The Motley Fool· 2025-12-10 17:29
Core Insights - Guardian Wealth Management, Inc. has acquired over 133,000 shares of Viper Energy, valued at approximately $5.12 million as of September 30, 2025, marking a new position for the fund [1][2][7] Company Overview - Viper Energy reported a total revenue of $1.15 billion and a net income of $311.51 million for the trailing twelve months (TTM) [4] - The company offers a dividend yield of 5.79% and its stock price was $40.65 as of December 5, 2025 [4][3] Business Model - Viper Energy operates a royalty-based model, generating income from oil and gas production without incurring direct drilling or operating costs [9][10] - The company holds mineral and royalty interests primarily in the Permian Basin and Eagle Ford Shale, which provides a stable revenue stream linked to oil and gas production volumes and prices [6][10] Performance Metrics - Over the past decade, Viper Energy's stock has increased by 298%, reflecting a compound annual growth rate (CAGR) of 17.4%, outperforming both energy sector ETFs and the S&P 500 [11] - The stock's total return is significantly supported by dividends, appealing to income-oriented investors with a current dividend yield of 5.8% [13][14] Recent Developments - The new position in Viper Energy accounts for 3.02% of Guardian Wealth Management's 13F reportable assets under management, which total $169.26 million across 61 positions [2][3]