Alliant Energy Corporation Q4 2025 Earnings Call February 20, 2026 2025 Q4 Earnings Call 2 ALLIANT ENERGY 2025 Highlights 6.3% 10-year earnings CAGR | Financial Results | 2025 | 2024 | | --- | --- | --- | | GAAP net income (in millions) | $810 | $690 | | GAAP earnings per share (EPS) | $3.14 | $2.69 | | Ongoing EPS | $3.22 | $3.04 | Cautionary Statements Forward-looking Statements The information regarding earnings per share guidance, dividend target, earnings per share growth, load growth, capital expendit ...

Core Viewpoint - Occidental Petroleum's strong fourth-quarter earnings report has led to a significant increase in its stock price, reflecting positive investor sentiment and confidence in the company's financial health [1]. Financial Performance - Occidental's stock price increased by over 9% following the earnings report, closing at $51.57 with a market capitalization of $46 billion [4]. - The company produced an average of 1,481 thousand barrels of oil equivalent per day in the fourth quarter, supported by robust performance in its Permian and Rockies operations [5]. - Despite a decline in realized crude oil and natural gas prices, Occidental generated substantial cash flow, with operating cash flow at $2.6 billion and free cash flow at $1 billion [6]. Strategic Actions - Occidental completed the sale of its chemical manufacturing business, OxyChem, on January 2, which allowed the company to reduce its debt by $5.8 billion since mid-December [3]. - The company has increased its quarterly dividend by 8% to $0.26 per share, with the dividend payable on April 15 to shareholders of record as of March 10 [3]. Market Metrics - The stock's trading range for the day was between $49.67 and $52.22, with a 52-week range of $34.78 to $52.58 [5]. - The company has a gross margin of 33.46% and a dividend yield of 2.04% [5].

Core Insights - Ecopetrol reported proven reserves of 1,944 million barrels of oil equivalent (mmboe) at the end of 2025, achieving a reserves replacement ratio of 121% [1][1][1] - The average reserve life for the Ecopetrol Group is 7.8 years, with a 2.7% increase in proven reserves compared to the end of 2024 [1][1][1] - The company’s effective management and execution of recovery projects contributed significantly to the reserves replacement, marking the highest contribution in the last four years [1][1][1] Reserves Details - Proven reserves as of December 31, 2024, were 1,892.7 mmboe, with revisions adding 140.8 mmboe and enhanced recovery contributing 142.6 mmboe [1][1] - The reserves contributions were primarily from enhanced recovery projects in the Castilla, Chichimene, and Akacias fields, as well as improved operational management in the Rubiales and La Cira-Infantas fields [1][1][1] - The Brent reference price for 2025 was USD 68.64 per barrel, a decrease of 13.9% from USD 79.69 per barrel in 2024 [1][1][1] Company Overview - Ecopetrol is the largest company in Colombia, responsible for over 60% of the country's hydrocarbon production and holds leading positions in petrochemicals and gas distribution [1][1][1] - The company has expanded its operations internationally, with interests in strategic basins in the United States, Brazil, and Mexico, and holds significant positions in power transmission in several South American countries [1][1][1] - Ecopetrol employs more than 19,000 people and has a diverse portfolio that includes energy transmission and road concessions [1][1][1]

For the quarter ended December 2025, Targa Resources, Inc. (TRGP) reported revenue of $4.06 billion, down 7.9% over the same period last year. EPS came in at $2.51, compared to $1.44 in the year-ago quarter.The reported revenue represents a surprise of -21.69% over the Zacks Consensus Estimate of $5.18 billion. With the consensus EPS estimate being $2.39, the EPS surprise was +5.15%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to d ...

Alliant Energy beats quarterly profit estimates on strong power demand | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]- Companies[Alliant Energy Corp]FollowFeb 19 (Reuters) - U.S. utility Alliant Energy [(LNT.O), opens new tab] beat Wall Street estimates for fourth-quarter profit on Thursday, benefiting from robust power demand and strong performance in its electric and gas segments.U.S. electricity use reached record highs last y ...

World Kinect (NYSE:WKC) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker4Thank you for standing by, and welcome to World Kinect Corporation's fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during this session. To remove yourself from the queue. I would now like to hand the call over to Braulio Medrano, Senior Director of FP&A and Investor Relation ...

Core Insights - Peyto Exploration & Development Corp. has released its independent reserves report effective December 31, 2025, marking 27 years of successful reserves development [1] - The company reported significant growth in reserves and production, with a capital budget of $450–$500 million approved for 2026 to offset a projected decline in base production [3][4] 2025 Highlights - In 2025, Peyto added 504 BCFe (84 MMboe) of new Proved Developed Producing (PDP) reserves at a Finding, Development and Acquisition (FD&A) cost of $0.94/Mcfe, the lowest in 23 years [4] - The company achieved record production in December 2025 of 145 Mboe/d, generating a capital efficiency of $9,900/boe/d [4] - The average field netback was $3.61/Mcfe ($21.66/boe), resulting in a recycle ratio of 3.8 times, the highest in 22 years [4] 2026 Capital Budget - The approved capital budget for 2026 is projected to add between 43,000 and 48,000 boe/d of new production, which will more than offset an estimated 26% to 28% decline in base production [3] - The capital program will utilize four to five drilling rigs to drill 70–80 net horizontal wells, with the remaining budget allocated for optimization and maintenance projects [3] Reserves and Valuation - Peyto's PDP reserves increased by 7% to 509 MMboe, Total Proved (TP) reserves increased by 6% to 926 MMboe, and Total Proved plus Probable (P+P) reserves also increased by 6% to 1,450 MMboe [4] - The before-tax, 10% discounted net present value (BT NPV10) of the company's reserves is $5.0 billion on a PDP basis, $6.9 billion on a TP basis, and $9.4 billion on a P+P basis [4] - The debt-adjusted BT NPV10 of the company's P+P reserves was assessed at $40 per share, with $25 per share attributable to developed reserves and $15 per share to undeveloped reserves [11] Production and Decline Rates - The company estimates a total base decline rate of approximately 26-28% for 2026, based on December 2025 production levels [22] - The Reserve Life Index (RLI) for PDP reserves remains at 10 years, while TP and P+P reserves have RLIs of 18 and 28 years, respectively [4][40] Market Diversification and Hedging - Peyto's active hedging program has secured prices for approximately 475 MMcf/d of natural gas for 2026 at an average price over $4.00/Mcf, providing significant revenue certainty [4][5] - The company's market diversification strategy to non-AECO hubs is expected to enhance revenue stability, particularly during periods of price volatility [6][7] Historical Performance - Over the past 27 years, Peyto has invested a total of $9.4 billion in the Canadian economy, developing 7.2 TCFe of total developed natural gas and associated liquids at an average cost of $1.31/Mcfe [10] - The company has consistently delivered a compound annual growth rate (CAGR) of 20% in PDP reserves per share since inception [4]

Core Viewpoint - Gran Tierra Energy Inc. has entered into a purchase and sale agreement to sell its remaining working interest in the Simonette asset for a total cash consideration of C$62.5 million, effective January 1, 2026, marking the company's exit from Simonette and focusing on financial strengthening through deleveraging and capital reallocation [1] Financial Transaction - The sale of the Simonette asset will generate cash proceeds of C$62.5 million, which will be used to deleverage the company's balance sheet [1] - The transaction is expected to close in the first quarter of 2026, pending customary closing conditions [1] Strategic Focus - The divestiture aligns with Gran Tierra's strategy of portfolio optimization, emphasizing free cash flow, disciplined capital allocation, and reallocating capital towards higher-return opportunities in core operating areas [1]

The Southern Company (NYSE:SO) Q4 2025 Earnings call February 19, 2026 01:00 PM ET Company ParticipantsAlex Ferreira - Executive Director, Investment BankingChristopher C. Womack - Chairman, President and CEODavid P. Poroch - CFOGregg MacLeod - Director of Investor RelationsPaul Fremont - Managing DirectorSteve D'Ambrosi - Director in the Tax Credit Equity GroupConference Call ParticipantsAndrew Weisel - Utilities AnalystCarly Davenport - Vice President and Equity Research AnalystJeremy Tonet - Executive Di ...

The Southern Company (NYSE:SO) Q4 2025 Earnings call February 19, 2026 01:00 PM ET Company ParticipantsAlex Ferreira - Executive Director, Investment BankingChristopher C. Womack - Chairman, President and CEODavid P. Poroch - CFOGregg MacLeod - Director of Investor RelationsPaul Fremont - Managing DirectorSteve D'Ambrosio - Director in the Tax Credit Equity GroupConference Call ParticipantsAndrew Weisel - Utilities AnalystCarly Davenport - Vice President and Equity Research AnalystJeremy Tonet - Executive D ...