Granite Ridge Resources, Inc. (GRNT)
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-11-05
$4.67+0.86%
Close 2026-11-05 · 1-day change
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-11-05
QuarterlyIQ Insights · GRNT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
In 2027, the roll-off of our lower-priced 2026 hedges, anticipated production growth and a higher oil weighting build on that record without relying on today’s oil prices, and at current strip prices…
Stated in 3 of 3 supplied quarters. Management reported: “2026 Updated Guidance The following table summarizes the Company’s updated operational and financial guidance for 2026.” “Tyler Farquharson, President and CEO of Granite Ridge, commented, “2026 is the final year in which we expect to invest ahead of cash flow, and our second quarter activity advanced the plan we have laid out to reach a free cash flow inflection in 2027.” Revenue was $177.205 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Energy names rated weak grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=1774).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“In 2027, the roll-off of our lower-priced 2026 hedges, anticipated production growth and a higher oil weighting build on that record without relying on today’s oil prices, and at current strip prices…”
“Tyler Farquharson, President and CEO of Granite Ridge, commented, “2026 is the final year in which we expect to invest ahead of cash flow, and our second quarter activity advanced the plan we have la…”
“As our production base matures and development capital aligns more closely with cash flow, we are positioned to generate meaningful free cash flow over the coming years.”
Share Repurchase Program On November 4, 2026, the Company’s Board of Directors approved a share repurchase program.
Stated in 1 of 3 supplied quarters. Management reported: “Share Repurchase Program On November 4, 2026, the Company’s Board of Directors approved a share repurchase program.” “The program permits the repurchase of up to $35.0 million of the Company’s common stock through December 31, 2027.”
“Share Repurchase Program On November 4, 2026, the Company’s Board of Directors approved a share repurchase program.”
• Subsequent to quarter end, the Company’s Board of Directors declared a regular quarterly dividend of $0.11 per share payable on December 14, 2026 to shareholders of record as of November 27, 2026.
Stated in 2 of 3 supplied quarters. Management reported: “• Subsequent to quarter end, the Company’s Board of Directors declared a regular quarterly dividend of $0.11 per share payable on December 14, 2026 to shareholders of record as of November 27, 2026.” “During the quarter we brought new wells online, added high-return inventory, and maintained a conservative balance sheet and our quarterly dividend.”
“• Subsequent to quarter end, the Company’s Board of Directors declared a regular quarterly dividend of $0.11 per share payable on December 14, 2026 to shareholders of record as of November 27, 2026.”
“During the quarter we brought new wells online, added high-return inventory, and maintained a conservative balance sheet and our quarterly dividend.”
We underwrite every opportunity to a full-cycle return above 25% at strip pricing, and in the first half of 2026 we replaced inventory faster than we developed it.
Stated in 2 of 3 supplied quarters. Management reported: “2026 Updated Guidance The following table summarizes the Company’s updated operational and financial guidance for 2026.” “We underwrite every opportunity to a full-cycle return above 25% at strip pricing, and in the first half of 2026 we replaced inventory faster than we developed it.”
“We underwrite every opportunity to a full-cycle return above 25% at strip pricing, and in the first half of 2026 we replaced inventory faster than we developed it.”
“We underwrite every opportunity to a 25% target IRR at strip pricing, a threshold our portfolio has consistently cleared across a range of commodity price environments, and we allocate capital toward…”
Second Quarter 2026 Highlights • Grew daily production 1% to 32,044 barrels of oil equivalent (“Boe”) per day (51% oil), from 31,576 Boe per day for the second quarter of 2025.
Over the trailing year it converted -85.01x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
7 material management or governance events in the past 24 months, led by executive changes. Historically, Energy names rated stable grew net income 61% of the time over the next year (vs 57% for the rest of the cohort, n=1671).
Not investment advice. As of 2026-11-05.