EXE

EXPAND ENERGY Corp

Nasdaq · Crude Petroleum & Natural Gas · Inc. OK · CIK 0000895126
$88.78 +1.95% $21.2B
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)41 New Institutional Positions9 Institutional Exits
Vol
Market Cap$21.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders50 funds
Inst. Value$14.6B
Inst. Activity41 buys / 9 sells
Insider Activity4B / 0S
Insider Net $$579.0K
Reddit Sentiment67° Warm
SEC Reports11
Congressional2 trades
Exchange Nasdaq·Sector Crude Petroleum & Natural Gas·Inc. OK·CIK 0000895126·Prev Close $87.08

Recent Activity

Jun 12, 2026 SEC
A large 2024-Q3 institutional cluster in EXE shows strong net buying ($388.9M added) led by Capital Group, Citadel, and
INST-CLUSTER — Impact 5/10
Jun 8, 2026 SEC
The interim CEO and CFO of Expand Energy Corp purchased a combined $279K of EXE stock on June 4, 2026, in open-market tr
CLUSTER — Impact 3/10
Jun 8, 2026 SEC
EXE's interim CEO and CFO made modest open-market purchases totaling $279K on the same day. The purchases represent a tr
CLUSTER — Impact 2/10
Jun 4, 2026 Insider
Steck Brian was granted 2,746 shares
Director @ $96.53 ($265.1K)
Jun 4, 2026 Insider
Wichterich Michael bought 1,000 shares
Interim President and CEO @ $93.36 ($93.4K)
Jun 4, 2026 Insider
Teunissen Marcel bought 2,000 shares
EVP & CFO @ $92.88 ($185.8K)
Inst.
Capital Research Global Investors — TRIM
6,798,764 shares ($746.4M)
Inst.
Capital World Investors — NEW
6,211,571 shares ($681.9M)

Price Targets

$130.04 +46.5% upside Strong Buy
Current $88.78 Low $100.00 Median $133.00 High $160.00 25 analysts
$100.00 $160.00

Analyst Ratings

Strong Buy87% buy · 30 analysts
10Strong Buy
16Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 Barclays DOWNGRADE Overweight → Equal-Weight
May 22, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Apr 30, 2026 William Blair DOWNGRADE Outperform → Market Perform
Apr 30, 2026 UBS MAINTAIN Buy → Buy
Apr 30, 2026 Truist Securities REITERATE Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.15 ▼ -2.1% $0.75 — $1.44 4% YoY 20
Next Q $1.42 $1.05 — $1.97 46% YoY 19
Current FY $9.05 ▼ -0.8% $7.49 — $12.77 48% YoY 22
Next FY $9.58 ▼ -2.3% $7.02 — $18.37 6% YoY 22

Top Institutional Holders

FundValueMove
BlackRock, Inc.$2.0B
VANGUARD CAPITAL MANAGEMENT LLC$1.7B
STATE STREET CORP$1.6B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B
Capital Research Global Investors$746.4MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Steck BrianA$265.1K
Jun 4, 2026Wichterich MichaelBUY$93.4K
Jun 4, 2026Teunissen MarcelBUY$185.8K
Jun 4, 2026Konar ShameekA$225.0K
Jun 4, 2026Kehr CatherineA$225.0K

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish

Congressional Trades

2 members: 1 buys, 1 sells
MemberPartyTypeAmount
Julia LetlowRSELL$1,001 - $15,000
Gilbert CisnerosDBUY$1,001 - $15,000
50 institutional holders with $14.6B total value (132,875,841 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 41 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.18,637,479$2.0B14.0%
2VANGUARD CAPITAL MANAGEMENT LLC15,547,494$1.7B11.7%
3STATE STREET CORP14,494,558$1.6B10.9%
4VANGUARD PORTFOLIO MANAGEMENT LLC11,357,437$1.2B8.6%
5Capital Research Global Investors6,798,764$746.4M5.1%TRIM -68.0%
6Capital World Investors6,211,571$681.9M4.7%NEW
7Invesco Ltd.4,918,926$540.0M3.7%
8VICTORY CAPITAL MANAGEMENT INC4,760,749$522.6M3.6%ADD +44.9%
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,725,907$409.0M2.8%
10MORGAN STANLEY3,315,573$364.0M2.5%
11CIBC Bancorp USA Inc.2,793,349$306.7M2.1%
12DIMENSIONAL FUND ADVISORS LP2,466,772$270.8M1.9%
13GOLDMAN SACHS GROUP INC2,307,091$253.3M1.7%
14FMR LLC2,038,987$223.8M1.5%
15VOYA INVESTMENT MANAGEMENT LLC1,929,445$211.5M1.5%
16BANK OF AMERICA CORP /DE/1,921,098$210.9M1.4%
17Phoenix Financial Ltd.1,790,470$196.6M1.3%ADD +32.0%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,719,226$188.7M1.3%
19Point72 Asset Management, L.P.1,519,602$166.8M1.1%DOUBLED +820.1%
20CITADEL ADVISORS LLC1,504,699$165.2M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsTRIM21,251,2836,798,764-68.0%$746.4M2026-Q1
Capital World InvestorsNEW6,211,571$681.9M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD3,286,3614,760,749+44.9%$522.6M2026-Q1
Phoenix Financial Ltd.ADD1,356,4701,790,470+32.0%$196.6M2026-Q1
Point72 Asset Management, L.P.DOUBLED165,1491,519,602+820.1%$166.8M2026-Q1
DEUTSCHE BANK AG\TRIM1,552,4591,018,114-34.4%$111.8M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED33,102984,582+2874.4%$108.1M2026-Q1
HSBC HOLDINGS PLCDOUBLED358,265941,165+162.7%$103.4M2026-Q1
Artemis Investment Management LLPNEW847,938$93.1M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED369,576776,111+110.0%$85.2M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.ADD370,000708,400+91.5%$77.8M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.ADD495,103655,927+32.5%$72.0M2026-Q1
MARSHALL WACE, LLPDOUBLED14,020467,870+3237.2%$51.4M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPNEAR_EXIT2,509,261440,306-82.5%$48.3M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED47,798408,643+754.9%$44.9M2026-Q1
Freestone Grove Partners LPDOUBLED96,694393,068+306.5%$43.2M2026-Q1
MACKENZIE FINANCIAL CORPTRIM494,837348,751-29.5%$38.3M2026-Q1
PINEBRIDGE INVESTMENTS LLCDOUBLED6,582329,041+4899.1%$36.1M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEW325,762$35.8M2026-Q1
Erste Asset Management GmbHDOUBLED761320,761+42049.9%$35.7M2026-Q1
SEI INVESTMENTS COADD134,821251,984+86.9%$27.7M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED40,903217,983+432.9%$23.9M2026-Q1
CAPITAL FUND MANAGEMENT S.A.NEW189,637$20.8M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD145,411183,016+25.9%$20.1M2026-Q1
TD ASSET MANAGEMENT INCNEAR_EXIT1,294,999171,952-86.7%$18.9M2026-Q1
15 unique insiders with 35 transactions. Net insider value: $579.0K ($579.0K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Steck BrianDirectorAWARD2,746$96.53$265.1K
Jun 4, 2026Wichterich MichaelInterim President and CEOBUY1,000$93.36$93.4K
Jun 4, 2026Teunissen MarcelEVP & CFOBUY2,000$92.88$185.8K
Jun 4, 2026Konar ShameekDirectorAWARD2,331$96.53$225.0K
Jun 4, 2026Kehr Catherine ADirectorAWARD2,331$96.53$225.0K
Jun 4, 2026JOHNSON S P IVDirectorAWARD2,331$96.53$225.0K
Jun 4, 2026Gallagher MatthewDirectorAWARD2,331$96.53$225.0K
Jun 4, 2026Emerson Sarah A.DirectorAWARD2,331$96.53$225.0K
Jun 4, 2026Duncan Timothy S.DirectorAWARD2,331$96.53$225.0K
Jun 4, 2026Duster BenjaminDirectorAWARD2,331$96.53$225.0K
May 7, 2026Teunissen MarcelEVP & CFOBUY2,000$96.43$192.9K
Apr 6, 2026Teunissen MarcelEVP & CFOAWARD6,001
Apr 6, 2026Teunissen MarcelEVP & CFOAWARD5,144
Mar 15, 2026Larson Gregory M.VP-Accounting & ControllerTAX W/H522$107.02$55.9K
Mar 15, 2026Larson Gregory M.VP-Accounting & ControllerAWARD2,372
Mar 15, 2026Larson Gregory M.VP-Accounting & ControllerEXERCISE881
Mar 15, 2026Lacy Christopher WEVP - GENERAL COUNSELAWARD5,693
Mar 15, 2026Viets Joshua J.EVP & COOAWARD10,815
Mar 15, 2026Viets Joshua J.EVP & COOTAX W/H3,728$107.02$399.0K
Mar 15, 2026Raiford BrittanyVP, Interim CFO & TreasurerAWARD3,558
Mar 15, 2026Raiford BrittanyVP, Interim CFO & TreasurerTAX W/H170$107.02$18.2K
Mar 15, 2026Raiford BrittanyVP, Interim CFO & TreasurerAWARD1,779
Mar 15, 2026Turco Daniel FEVP-MARKETING & COMMERCIALAWARD6,641
Mar 15, 2026Turco Daniel FEVP-MARKETING & COMMERCIALAWARD5,693
Mar 15, 2026Turco Daniel FEVP-MARKETING & COMMERCIALTAX W/H775$107.02$82.9K
Mar 15, 2026Larson Gregory M.VP-Accounting & ControllerAWARD1,186
Mar 15, 2026Viets Joshua J.EVP & COOEXERCISE13,626
Mar 15, 2026Viets Joshua J.EVP & COOAWARD12,618
Mar 15, 2026Lacy Christopher WEVP - GENERAL COUNSELTAX W/H820$107.02$87.8K
Mar 15, 2026Lacy Christopher WEVP - GENERAL COUNSELAWARD6,641
Mar 6, 2026Wichterich MichaelInterim President and CEOBUY1,000$107.00$107.0K
Feb 20, 2026Raiford BrittanyVP, Interim CFO & TreasurerTAX W/H485$108.06$52.4K
Feb 20, 2026Lacy Christopher WEVP - GENERAL COUNSELTAX W/H7,462$108.06$806.3K
Feb 9, 2026Wichterich MichaelInterim President and CEOAWARD16,856
Feb 9, 2026Wichterich MichaelInterim President and CEOAWARD16,856
11 SEC filing reports analyzed. Sentiment: 3 bullish, 2 bearish, 1 mixed, 5 neutral. Avg impact: 4.8/10.
MIXED INST-CLUSTER 5/10
A large 2024-Q3 institutional cluster in EXE shows strong net buying ($388.9M added) led by Capital
Jun 12, 2026
NEUTRAL CLUSTER 3/10
The interim CEO and CFO of Expand Energy Corp purchased a combined $279K of EXE stock on June 4, 202
Jun 8, 2026
NEUTRAL CLUSTER 2/10
EXE's interim CEO and CFO made modest open-market purchases totaling $279K on the same day. The purc
Jun 8, 2026
BULLISH 8-K 7/10
Expand Energy reported Q1 2026 adjusted diluted EPS of $3.83, beating consensus of $3.69, and total
Apr 28, 2026
BULLISH PRESS-RELEASE 8/10
Expand Energy (EXE) reported Q1 2026 GAAP EPS of $4.81, crushing the $3.64 consensus by 32%, and tot
Apr 28, 2026
NEUTRAL DEFA14A 2/10
Expand Energy Corp filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, which i
Apr 24, 2026
BEARISH PRESS-RELEASE 7/10
Expand Energy announced it will release its Q1 2026 financial results on April 28, 2026, followed by
Apr 15, 2026
NEUTRAL 8-K 2/10
Expand Energy Corp announced that board member John D. Gass will not stand for re-election and will
Apr 10, 2026
NEUTRAL 8-K 3/10
Expand Energy Corporation appointed Marcel Teunissen as its new Executive Vice President and Chief F
Apr 6, 2026
BEARISH INST-CLUSTER 7/10
Three major institutional investors — Fidelity, BofA, and Two Sigma — significantly trimmed their po
Feb 28, 2026
BULLISH INST-CLUSTER 7/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — significantl
Feb 28, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (87% buy). Based on 30 analysts: 10 strong buy, 16 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$130.04 mean target +46.5% upside Strong Buy (1.58)
$100.00 Low $160.00 High
MetricValue
Current Price$88.78
Target Low$100.00
Target Mean$130.04
Target Median$133.00
Target High$160.00
# Analysts25
RecommendationStrong Buy (1.58)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.15 $0.75 $1.44 4.2% -2.1% 5↑ 12↓ $2.0B -0.3% 20
Next Q
2026-09-30
$1.42 $1.05 $1.97 46.3% -0.3% 4↑ 12↓ $2.1B 15.5% 19
Current FY
2026-12-31
$9.05 $7.49 $12.77 48.4% -0.8% 10↑ 11↓ $9.9B 16.3% 22
Next FY
2027-12-31
$9.58 $7.02 $18.37 5.8% -2.3% 9↑ 12↓ $9.9B 0.6% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.146
7d ago$1.155-0.009
30d ago$1.171-0.024
60d ago$1.341-0.194
90d ago$1.369-0.223
12 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 Barclays DOWNGRADE Overweight Equal-Weight
May 22, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Apr 30, 2026 William Blair DOWNGRADE Outperform Market Perform
Apr 30, 2026 UBS MAINTAIN Buy Buy
Apr 30, 2026 Truist Securities REITERATE Buy Buy
Apr 13, 2026 UBS MAINTAIN Buy Buy
Apr 9, 2026 Truist Securities MAINTAIN Buy Buy
Apr 2, 2026 Keybanc DOWNGRADE Overweight Sector Weight
Mar 24, 2026 Truist Securities INITIATE Buy Buy
Mar 16, 2026 Barclays MAINTAIN Overweight Overweight
Mar 12, 2026 Piper Sandler MAINTAIN Overweight Overweight
Mar 5, 2026 Benchmark MAINTAIN Buy Buy
Mar 5, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 23, 2026 UBS MAINTAIN Buy Buy
Feb 23, 2026 Barclays MAINTAIN Overweight Overweight
Feb 18, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Jan 28, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 21, 2026 Barclays MAINTAIN Overweight Overweight
Jan 20, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Jan 8, 2026 UBS MAINTAIN Buy Buy
Jan 8, 2026 Jefferies MAINTAIN Buy Buy
Jan 5, 2026 Bernstein MAINTAIN Outperform Outperform
Dec 19, 2025 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026101640087%
May 1, 2026111550084%
Apr 1, 2026111840088%
Mar 1, 2026111840088%
Feb 1, 2026111840088%
Jan 1, 2026111840088%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 17, 2026Julia LetlowRHOUSESELL$1,001 - $15,000Chesapeake Energy CorpMar 13, 2026 (25d)
Feb 10, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Chesapeake Energy CorpMar 10, 2026 (29d)
67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 11, 2026160° Warm101
May 11, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 1mo ago
Anyone looking at EXE- Expand Energy?
▲ 1 💬 0 ⚡ 0.5
May 18, 2026
dark_pool
Dark Pool: EXE — 3.0M shares, 76,676 trades
Week starting 2026-05-18. Total ATS volume: 3,014,191 shares across 76,676 trades.
May 11, 2026
dark_pool
Dark Pool: EXE — 2.7M shares, 64,585 trades
Week starting 2026-05-11. Total ATS volume: 2,685,091 shares across 64,585 trades.
May 4, 2026
dark_pool
Dark Pool: EXE — 3.3M shares, 75,051 trades
Week starting 2026-05-04. Total ATS volume: 3,278,912 shares across 75,051 trades.
Apr 28, 2026
earnings
Expand Energy Corporation Reports First Quarter 2026 Results
<p align="justify">SPRING, Texas, April 28, 2026 (GLOBE NEWSWIRE) -- Expand Energy Corporation (NASDAQ: EXE) (“Expand Energy” or the “Company”) toda
Apr 28, 2026
earnings_calendar
EXE Q1 2026 Earnings After Market Close — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: EXE — 5.1M shares, 94,441 trades
Week starting 2026-04-27. Total ATS volume: 5,072,945 shares across 94,441 trades.
Apr 20, 2026
dark_pool
Dark Pool: EXE — 4.6M shares, 77,577 trades
Week starting 2026-04-20. Total ATS volume: 4,579,950 shares across 77,577 trades.
Apr 15, 2026
earnings
Expand Energy Provides 2026 First Quarter Earnings Conference Call Information
<p align="justify">SPRING, Texas, April 15, 2026 (GLOBE NEWSWIRE) -- Expand Energy Corporation (NASDAQ: EXE) announced today that it will release it
Apr 13, 2026
dark_pool
Dark Pool: EXE — 4.5M shares, 77,703 trades
Week starting 2026-04-13. Total ATS volume: 4,512,204 shares across 77,703 trades.
Apr 6, 2026
other
Expand Energy Corporation Appoints Marcel Teunissen Chief Financial Officer
<p align="justify">SPRING, Texas, April 06, 2026 (GLOBE NEWSWIRE) -- Expand Energy Corporation (NASDAQ: EXE) (“Expand Energy” or the “Company”) toda
Apr 6, 2026
dark_pool
Dark Pool: EXE — 4.7M shares, 101,785 trades
Week starting 2026-04-06. Total ATS volume: 4,706,448 shares across 101,785 trades.
Mar 30, 2026
dark_pool
Dark Pool: EXE — 3.6M shares, 74,931 trades
Week starting 2026-03-30. Total ATS volume: 3,643,548 shares across 74,931 trades.
Mar 23, 2026
dark_pool
Dark Pool: EXE — 7.2M shares, 103,183 trades
Week starting 2026-03-23. Total ATS volume: 7,174,387 shares across 103,183 trades.
Mar 16, 2026
dark_pool
Dark Pool: EXE — 7.5M shares, 120,772 trades
Week starting 2026-03-16. Total ATS volume: 7,545,752 shares across 120,772 trades.
Mar 9, 2026
dark_pool
Dark Pool: EXE — 5.4M shares, 104,428 trades
Week starting 2026-03-09. Total ATS volume: 5,361,718 shares across 104,428 trades.