APA APA Corp

NEUTRAL Impact: 3/10 8-K
Horizon immediate Filed May 26, 2026 Processed 14d 8h ago SEC 0001841666-26-000037
8-K context-dependent: Items 5.02
Latest settled — T+5d
APA ▲ +4.70% at T+5d
NEUTRAL call ✓ call won +4.70% · α vs SPY +4.23% · entry $36.59 → $38.31
Next anchor: T+20d in 14d
Last close $37.66 (close Jun 8) · +2.94% from $36.59 entry
Entry anchored
May 26, 2026
via day open
T+1d
-0.25%
call -0.25% · α -0.80%
$36.50
settled 14d ago
T+5d
+4.70%
call +4.70% · α +4.23%
$38.31
settled 8d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

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Executive Summary

APA Corp filed an 8-K reporting the results of its 2026 annual shareholder meeting. Shareholders approved a third amendment to the 2016 Omnibus Compensation Plan, increasing authorized shares by 24,160,000 and extending the plan through May 21, 2036. All director nominees were elected, Ernst & Young was ratified as auditor, and the say-on-pay vote passed. This is a routine governance filing with no material financial impact.

Actionable Insight

No trading action warranted. The compensation plan amendment is a standard governance item that does not change near-term fundamentals or capital structure. Monitor future equity grant disclosures for actual dilution.

Key Facts

  • Shareholders approved the Third Amendment to the 2016 Omnibus Compensation Plan, increasing authorized shares by 24,160,000 and extending the plan term to May 21, 2036.
  • All 10 director nominees were elected with strong support (votes for ranged from 269.9M to 276.4M).
  • Ernst & Young LLP was ratified as independent auditor for fiscal 2026 with 307.1M votes for.
  • Say-on-pay advisory vote passed with 238.7M for vs 38.8M against (86.0% support excluding broker non-votes).
  • Approximately 88.35% of eligible shares (312.2M of 353.4M) were voted at the meeting.

Financial Impact

No financial impact. The share increase under the compensation plan is a routine authorization for future equity grants, not an immediate issuance.

Risk Factors

  • Potential future dilution from equity grants under the expanded plan, though timing and amounts are not specified.

Market Snapshot

Exchange
Nasdaq
Sector
Crude Petroleum & Natural Gas
Analyst Consensus
30% bullish (33 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001841666-26-000037
Exhibit: ex101thirdamendmentto2016o.htm0001841666-26-000037
Document: 0001841666-26-000037-index-headers.html0001841666-26-000037
Document: 0001841666-26-000037-index.html0001841666-26-000037
Document: 0001841666-26-000037.txt0001841666-26-000037
4 reports for APA
Performance horizon
Filters
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Reports for APA — sortable, filterable
Type Now
May 26, 2026
14d ago
8-K
NEUTRAL ★ 3/10
$36.59 $38.31▲ +4.70%▲ +4.23%$37.66 (+2.94%)
May 6, 2026
4w ago
8-K
MIXED ★ 5/10
$36.21 $36.97▲ +2.11%▲ +0.61%$37.66 (+4.02%)
Apr 14, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$36.58 $38.05▲ +4.02%▲ +2.38%$37.66 (+2.96%)
Mar 5, 2026
13w ago
Press Release
NEUTRAL ★ 3/10
$32.68 $34.45▲ +5.42%▲ +6.95%$37.66 (+15.25%)
Showing 4 of 4

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