TBN

Tamboran Resources Corp

OTC · Crude Petroleum & Natural Gas · Inc. DE · CIK 0001997652
$40.37 +19.93% $1.1B
Insider Buying Cluster (2 insiders)5 New Institutional Positions
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders21 funds
Inst. Value$100.1M
Inst. Activity5 buys / 1 sells
Insider Activity2B / 0S
Insider Net $$621.6K
SEC Reports3
Exchange OTC·Sector Crude Petroleum & Natural Gas·Inc. DE·CIK 0001997652·Prev Close $33.66

Recent Activity

Jun 11, 2026 SEC
A 5-buyer / 1-seller institutional cluster formed in TBN during Q3 2025, with aggregate buying of $7.0M partially offset
INST-CLUSTER — Impact 4/10
Jun 1, 2026 Insider
Barrett Fredrick J was granted 2,975 shares
Director
Jun 1, 2026 Insider
SIEGEL DAVID N was granted 2,975 shares
Director
Jun 1, 2026 Insider
STONEBURNER RICHARD K was granted 2,975 shares
Director
May 14, 2026 earnings_calendar
TBN Q3 2026 Earnings Scheduled — 2026-05-14
Apr 17, 2026 SEC
Two corporate insiders at Tamboran Resources Corp purchased $622,000 worth of stock in open-market transactions within t
CLUSTER — Impact 6/10
Apr 15, 2026 SEC
Two directors of Tamboran Resources Corp purchased $622K worth of shares in open-market transactions within a week of a
CLUSTER — Impact 6/10
Inst.
MANUFACTURERS LIFE INSURANCE COMPANY, — DOUBLED
237,748 shares ($11.9M)

Price Targets

$56.83 +40.8% upside Strong Buy
Current $40.37 Low $47.00 Median $56.50 High $66.00 6 analysts
$47.00 $66.00

Analyst Ratings

Strong Buy89% buy · 9 analysts
1Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 Roth Capital INITIATE Buy
Apr 29, 2026 RBC Capital UPGRADE Sector Perform → Outperform
Mar 31, 2026 Piper Sandler REITERATE Overweight → Overweight
Mar 30, 2026 Wells Fargo MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.27 ▼ -8.0% $-0.31 — $-0.23 55% YoY 2
Next Q $-0.16 $-0.24 — $-0.08 56% YoY 2
Current FY $-0.85 ▲ +38.5% $-1.21 — $-0.50 50% YoY 2
Next FY $-0.44 $-1.03 — $0.24 67% YoY 4

Latest Reports

NEUTRAL INST-CLUSTER 4/10
A 5-buyer / 1-seller institutional cluster formed in TBN during Q3 2025, with aggregate buying of $7.0M partially offset
Jun 11, 2026
MIXED CLUSTER 6/10
Two corporate insiders at Tamboran Resources Corp purchased $622,000 worth of stock in open-market transactions within t
Apr 17, 2026

Top Institutional Holders

FundValueMove
Alberta Investment Management Corp$42.9MDOUBLED
MANUFACTURERS LIFE INSURANCE COMPANY,$11.9MDOUBLED
TWO SIGMA INVESTMENTS, LP$7.6M—
CITADEL ADVISORS LLC$7.3M—
MACQUARIE GROUP LTD$6.8MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Barrett FredrickA$0.00
Jun 1, 2026SIEGEL DAVIDA$0.00
Jun 1, 2026STONEBURNER RICHARDA$0.00
Jun 1, 2026Bellman JeffreyA$0.00
Jun 1, 2026Elliott PatrickA$0.00
21 institutional holders with $100.1M total value (2,002,390 shares) as of 2026-Q1. Top holders: Alberta, MANUFACTURERS, TWO. Net buying activity: 5 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Alberta Investment Management Corp858,680$42.9M42.9%DOUBLED +116.8%
2MANUFACTURERS LIFE INSURANCE COMPANY, THE237,748$11.9M11.9%DOUBLED +113.8%
3TWO SIGMA INVESTMENTS, LP152,982$7.6M7.6%—
4CITADEL ADVISORS LLC146,712$7.3M7.3%—
5MACQUARIE GROUP LTD135,251$6.8M6.8%DOUBLED +2340.7%
6MARSHALL WACE, LLP113,434$5.7M5.7%—
7FRANKLIN RESOURCES INC106,100$5.3M5.3%ADD +42.6%
8Arbiter Partners Capital Management LLC67,212$3.4M3.4%—
9BANK OF AMERICA CORP /DE/53,374$2.7M2.7%ADD +64.5%
10HighTower Advisors, LLC47,533$2.4M2.4%DOUBLED +162.5%
11MORGAN STANLEY40,988$2.0M2.0%DOUBLED +736.8%
12GOLDMAN SACHS GROUP INC17,781$888.9K0.9%—
13SEI INVESTMENTS CO10,514$525.6K0.5%—
14RAYMOND JAMES FINANCIAL INC9,053$452.6K0.5%—
15BARCLAYS PLC1,861$93.0K0.1%DOUBLED +408.5%
16TD Waterhouse Canada Inc.1,210$54.2K0.1%—
17BlackRock, Inc.1,069$53.4K0.1%NEAR_EXIT -84.8%
18WELLS FARGO & COMPANY/MN400$20.0K0.0%—
19ROYAL BANK OF CANADA322$16.0K0.0%—
20JONES FINANCIAL COMPANIES LLLP165$7.2K0.0%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MANUFACTURERS LIFE INSURANCE COMPANY, THEDOUBLED111,199237,748+113.8%$11.9M2026-Q1
FRANKLIN RESOURCES INCADD74,400106,100+42.6%$5.3M2026-Q1
BANK OF AMERICA CORP /DE/ADD32,44253,374+64.5%$2.7M2026-Q1
HighTower Advisors, LLCDOUBLED18,10847,533+162.5%$2.4M2026-Q1
MORGAN STANLEYDOUBLED4,89840,988+736.8%$2.0M2026-Q1
BlackRock, Inc.NEAR_EXIT7,0341,069-84.8%$53.4K2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEDOUBLED49,333111,199+125.4%$3.0M2025-Q4
BlackRock, Inc.TRIM25,8117,034-72.7%$191.5K2025-Q4
MORGAN STANLEYTRIM9,8314,898-50.2%$133.4K2025-Q4
UBS Group AGDOUBLED102,965278,938+170.9%$7.6M2025-Q3
MACQUARIE GROUP LTDDOUBLED5,124125,059+2340.7%$3.4M2025-Q3
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM91,14249,333-45.9%$1.4M2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED11,78831,482+167.1%$862.0K2025-Q3
BlackRock, Inc.DOUBLED60925,811+4138.3%$706.7K2025-Q3
MORGAN STANLEYADD7,6789,831+28.0%$269.2K2025-Q3
BARCLAYS PLCDOUBLED7763,946+408.5%$108.0K2025-Q3
Nuveen, LLCEXIT529,8760-100.0%$0.002025-Q3
Alberta Investment Management CorpDOUBLED350,000758,680+116.8%$16.2M2025-Q2
Nuveen, LLCNEW—529,876—$11.3M2025-Q2
UBS Group AGTRIM179,522102,965-42.6%$2.2M2025-Q2
UBS Group AGADD129,654179,522+38.5%$4.3M2025-Q1
MORGAN STANLEYDOUBLED2,8548,806+208.5%$211.3K2025-Q1
BANK OF AMERICA CORP /DE/TRIM1,500750-50.0%$18.0K2025-Q1
UBS Group AGDOUBLED3,159129,654+4004.3%$2.7M2024-Q4
MORGAN STANLEYDOUBLED3312,854+762.2%$59.9K2024-Q4
12 unique insiders with 33 transactions. Net insider value: $621.6K ($621.6K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Barrett Fredrick JDirectorAWARD2,975——
Jun 1, 2026SIEGEL DAVID NDirectorAWARD2,975——
Jun 1, 2026STONEBURNER RICHARD KDirectorAWARD2,975——
Jun 1, 2026Bellman Jeffrey LanceDirectorAWARD2,975——
Jun 1, 2026Elliott Patrick James DymockDirectorAWARD2,975——
Jun 1, 2026SHEFFIELD SCOTT DDirectorAWARD2,975——
Jun 1, 2026PACE PHILLIP ZDirectorAWARD2,975——
Jun 1, 2026Dalton RyanDirectorAWARD2,975——
Jun 1, 2026Robb Andrew JohnDirectorAWARD2,975——
May 26, 2026PACE PHILLIP ZDirectorAWARD3,318——
May 26, 2026STONEBURNER RICHARD KDirectorAWARD5,407——
May 26, 2026SIEGEL DAVID NDirectorAWARD3,625——
May 26, 2026Elliott Patrick James DymockDirectorAWARD1,813——
May 26, 2026Robb Andrew JohnDirectorAWARD1,813——
May 26, 2026Barrett Fredrick JDirectorAWARD1,813——
May 26, 2026Bellman Jeffrey LanceDirectorAWARD3,318——
May 26, 2026Dalton RyanDirectorAWARD3,933——
May 26, 2026SHEFFIELD SCOTT DDirectorAWARD3,011——
Apr 15, 2026STONEBURNER RICHARD KDirectorAWARD8,403$35.00$294.1K
Apr 15, 2026PACE PHILLIP ZDirectorAWARD2,581$35.00$90.3K
Apr 14, 2026Thibodeaux Faron JamesChief Operating OfficerAWARD7,143$35.00$250.0K
Apr 14, 2026Dyer Eric StevenChief Financial OfficerAWARD1,829$35.00$64.0K
Apr 14, 2026Dalton RyanDirectorAWARD4,632$35.00$162.1K
Apr 14, 2026SHEFFIELD SCOTT DDirectorAWARD28,545$35.00$999.1K
Apr 14, 2026Sheffield BryanDirectorAWARD50,000$35.00$1.8M
Apr 14, 2026Bellman Jeffrey LanceDirectorAWARD1,541$35.00$53.9K
Apr 14, 2026SIEGEL DAVID NDirectorAWARD5,000$35.00$175.0K
Apr 14, 2026Barrett Fredrick JDirectorAWARD5,714$35.00$200.0K
Apr 13, 2026PACE PHILLIP ZDirectorBUY10,000$36.99$369.9K
Apr 8, 2026SHEFFIELD SCOTT DDirectorBUY6,990$36.02$251.8K
Feb 4, 2026SIEGEL DAVID NDirectorGIFT7,000——
Jan 20, 2026SIEGEL DAVID NDirectorGIFT100,000——
Dec 5, 2025STONEBURNER RICHARD KDirectorAWARD25,271——
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 2 mixed, 1 neutral. Avg impact: 5.3/10.
NEUTRAL INST-CLUSTER 4/10
A 5-buyer / 1-seller institutional cluster formed in TBN during Q3 2025, with aggregate buying of $7
Jun 11, 2026
MIXED CLUSTER 6/10
Two corporate insiders at Tamboran Resources Corp purchased $622,000 worth of stock in open-market t
Apr 17, 2026
MIXED CLUSTER 6/10
Two directors of Tamboran Resources Corp purchased $622K worth of shares in open-market transactions
Apr 15, 2026
∅

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

Current analyst consensus: Strong Buy (89% buy). Based on 9 analysts: 1 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$56.83 mean target +40.8% upside Strong Buy (1.17)
$47.00 Low $66.00 High
MetricValue
Current Price$40.37
Target Low$47.00
Target Mean$56.83
Target Median$56.50
Target High$66.00
# Analysts6
RecommendationStrong Buy (1.17)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.27 $-0.31 $-0.23 55.0% -8.0% 0↑ 1↓ $0.0B 0.0% 2
Next Q
2026-09-30
 $-0.16 $-0.24 $-0.08 55.9% — 0↑ 1↓ $0.0B 0.0% 2
Current FY
2026-06-30
 $-0.85 $-1.21 $-0.50 49.7% +38.5% — $0.0B 0.0% 2
Next FY
2027-06-30
 $-0.44 $-1.03 $0.24 67.2% — 1↑ 0↓ $0.1B 351.6% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.270
7d ago$-0.310+0.040
30d ago$-0.250-0.020
60d ago$-0.318+0.047
90d ago$-0.373+0.103
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 Roth Capital INITIATE — Buy
Apr 29, 2026 RBC Capital UPGRADE Sector Perform Outperform
Mar 31, 2026 Piper Sandler REITERATE Overweight Overweight
Mar 30, 2026 Wells Fargo MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261710089%
May 1, 20262610089%
Apr 1, 20262620080%
Mar 1, 20262620080%
Feb 1, 20262620080%
Jan 1, 20262620080%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 14, 2026
earnings_calendar
TBN Q3 2026 Earnings Scheduled — 2026-05-14
May 14, 2026
short_interest
FTD: TBN — 29,069 shares ($1.1M) failed to deliver
Settlement: 20260514, Price: $37.30, FTD Value: $1,084,273.7, TAMBORAN RES CORP COM
May 4, 2026
short_interest
FTD: TBN — 23,742 shares ($0.9M) failed to deliver
Settlement: 20260504, Price: $35.89, FTD Value: $852,100.38, TAMBORAN RES CORP COM
May 1, 2026
short_interest
FTD: TBN — 23,742 shares ($0.9M) failed to deliver
Settlement: 20260501, Price: $36.10, FTD Value: $857,086.2, TAMBORAN RES CORP COM
Apr 14, 2026
short_interest
FTD: TBN — 16,841 shares ($0.6M) failed to deliver
Settlement: 20260414, Price: $37.26, FTD Value: $627,495.66, TAMBORAN RES CORP COM
Apr 8, 2026
short_interest
FTD: TBN — 11,687 shares ($0.5M) failed to deliver
Settlement: 20260408, Price: $45.34, FTD Value: $529,888.58, TAMBORAN RES CORP COM
Mar 10, 2026
short_interest
FTD: TBN — 27,089 shares ($0.8M) failed to deliver
Settlement: 20260310, Price: $30.96, FTD Value: $838,675.44, TAMBORAN RES CORP COM
Mar 9, 2026
short_interest
FTD: TBN — 16,734 shares ($0.5M) failed to deliver
Settlement: 20260309, Price: $31.00, FTD Value: $518,754, TAMBORAN RES CORP COM