DVN DEVON ENERGY CORP/DE

BULLISH Impact: 6/10 425
Horizon days Filed May 5, 2026 Processed 1mo ago SEC 0001193125-26-204740
Rule 425 M&A communications
Latest settled — T+20d ⚠ clustered
DVN ▼ -9.17% at T+20d
LONG call ✗ call lost -9.17% · α vs SPY -14.12% · entry $50.89 → $46.22
Next anchor: T+60d in 7w
Currently $45.31 · -10.96% from $50.89 entry
Entry anchored
May 5, 2026
via day open
T+1d
-8.55%
call -8.55% · α -9.93%
$46.54
settled 5w ago
T+5d
-8.10%
call -8.10% · α -10.08%
$46.77
settled 5w ago
T+20d
-9.17%
call -9.17% · α -14.12%
$46.22
settled 10d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Devon Energy stockholders overwhelmingly approved both merger proposals for the all-stock combination with Coterra Energy: the stock issuance proposal received 98.9% of votes cast in favor, and the authorized share charter amendment received 98.8% approval. The merger is expected to close on or about May 7, 2026, removing the final major condition precedent and confirming the deal is on track.

Actionable Insight

With shareholder approvals secured and closing expected within 3 days, the merger is virtually certain to close. Traders should watch for the official closing announcement and any post-merger integration updates. The authorized share increase from 1B to 2B shares provides capacity for the stock consideration.

Key Facts

  • Stock issuance proposal approved with 470,046,943 votes for, 4,149,656 against, 1,150,100 abstain
  • Authorized share charter amendment approved with 468,262,401 votes for, 5,833,875 against, 1,250,423 abstain
  • Both proposals received over 98% of votes cast in favor
  • Merger expected to close on or about May 7, 2026
  • Coterra stockholders also approved the merger in a prior filing
  • HSR waiting period has already expired

Financial Impact

Merger creates a combined entity with ~$31.9B market cap (Devon) plus Coterra; no deal value or exchange ratio changes disclosed in this filing

dilutionauthorized shares

Risk Factors

  • Customary closing conditions remain, though none appear material
  • Post-merger integration execution risk for the combined entity

Market Snapshot

Exchange
NYSE
Sector
Crude Petroleum & Natural Gas
Analyst Consensus
81% bullish (32 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001193125-26-204740
Document: 0001193125-26-204740-index-headers.html0001193125-26-204740
Document: 0001193125-26-204740-index.html0001193125-26-204740
Document: 0001193125-26-204740.txt0001193125-26-204740
20 reports for DVN
Performance horizon
67% Hit rate 4 of 6 directional calls best @ T+5▲ +3.60%May 7, 2026
Filters
Rows
Reports for DVN — sortable, filterable
Type Now
Jun 9, 2026
3d ago
Press Release
MIXED ★ 6/10
$44.06 awaiting T+5awaiting T+5$45.31 (+2.84%)
Jun 5, 2026
7d ago
8-K
NEUTRAL ★ 2/10
$45.86 awaiting T+5awaiting T+5$45.31 (−1.20%)
May 22, 2026
22d ago
8-K
NEUTRAL ★ 6/10
$47.29 $46.31▼ −2.07%▼ −3.73%$45.31 (−4.18%)
May 21, 2026
23d ago
8-K
BULLISH ★ 6/10
$47.09 $44.50▼ −5.50%▼ −7.35%$45.31 (−3.77%)
May 21, 2026
23d ago
Press Release
BULLISH ★ 6/10
$47.09 $44.50▼ −5.50%▼ −7.35%$45.31 (−3.77%)
May 15, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$49.67 $45.14▼ −9.12%▼ −10.74%$45.31 (−8.77%)
May 15, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$49.67 $45.14▼ −9.12%▼ −10.74%$45.31 (−8.77%)
May 7, 2026
5w ago
8-K
BULLISH ★ 7/10
$45.60 $47.24▲ +3.60%▲ +2.14%$45.31 (−0.63%)
May 5, 2026
5w ago
8-K
BEARISH ★ 6/10
$46.54 $46.77▼ −0.50%▲ +0.63%$45.31 (+2.63%)
May 5, 2026
5w ago
425
BULLISH ★ 6/10
$50.89 $46.77▼ −8.10%▼ −10.08%$45.31 (−10.96%)
Showing 10 of 20

US Market Status

Market Closed — Opens Mon (47h 5m)

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