Morningstar Investment Management LLC Acquires New Holdings in Chord Energy Corporation $CHRD

Posted by Francis Steltz on Jul 26th, 2026

Morningstar Investment Management LLC bought a new stake in shares of Chord Energy Corporation (NASDAQ:CHRD – Free Report) in the first quarter, according to its most recent Form 13F filing with the SEC. The fund bought 20,271 shares of the company’s stock, valued at approximately $2,882,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of CHRD. Bessemer Group Inc. raised its holdings in shares of Chord Energy by 63.8% during the first quarter. Bessemer Group Inc. now owns 190 shares of the company’s stock valued at $27,000 after buying an additional 74 shares during the last quarter. Blue Trust Inc. grew its holdings in Chord Energy by 22.2% in the 1st quarter. Blue Trust Inc. now owns 463 shares of the company’s stock worth $66,000 after buying an additional 84 shares in the last quarter. SBI Securities Co. Ltd. increased its position in Chord Energy by 16.5% in the 4th quarter. SBI Securities Co. Ltd. now owns 797 shares of the company’s stock valued at $74,000 after acquiring an additional 113 shares during the period. WealthCollab LLC increased its position in Chord Energy by 90.6% in the 2nd quarter. WealthCollab LLC now owns 305 shares of the company’s stock valued at $30,000 after acquiring an additional 145 shares during the period. Finally, Root Financial Partners LLC raised its stake in Chord Energy by 178.6% during the 1st quarter. Root Financial Partners LLC now owns 234 shares of the company’s stock valued at $33,000 after acquiring an additional 150 shares in the last quarter. Institutional investors own 97.76% of the company’s stock.

Chord Energy Stock Performance

Shares of NASDAQ CHRD opened at $138.36 on Friday. Chord Energy Corporation has a 1 year low of $84.25 and a 1 year high of $151.95. The firm has a market cap of $7.79 billion, a P/E ratio of -122.44 and a beta of 0.49. The stock has a fifty day moving average price of $129.37 and a two-hundred day moving average price of $122.34. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.96 and a current ratio of 1.02.

Chord Energy (NASDAQ:CHRD – Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $4.56 earnings per share for the quarter, beating the consensus estimate of $3.51 by $1.05. Chord Energy had a positive return on equity of 7.06% and a negative net margin of 1.25%.The business had revenue of $1.67 billion during the quarter, compared to analyst estimates of $1.21 billion. During the same quarter in the prior year, the firm posted $4.04 earnings per share. The company’s revenue was up 37.1% on a year-over-year basis. Research analysts forecast that Chord Energy Corporation will post 18.32 EPS for the current fiscal year.

Chord Energy Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Wednesday, May 20th were issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date of this dividend was Wednesday, May 20th. Chord Energy’s dividend payout ratio is presently -460.18%.

Analyst Ratings Changes

CHRD has been the subject of a number of analyst reports. Truist Financial reduced their price target on Chord Energy from $185.00 to $170.00 and set a “buy” rating for the company in a research report on Tuesday, July 7th. Scotiabank raised their price target on Chord Energy from $114.00 to $135.00 and gave the company a “sector perform” rating in a report on Wednesday, April 22nd. UBS Group cut their price objective on shares of Chord Energy from $179.00 to $153.00 and set a “buy” rating on the stock in a research note on Friday, July 10th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Chord Energy in a report on Friday, June 12th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Chord Energy in a research report on Monday, June 29th. Eleven equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, Chord Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $152.38.

Check Out Our Latest Report on Chord Energy

Insider Transactions at Chord Energy

In other news, COO Darrin J. Henke sold 1,276 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $145.97, for a total transaction of $186,257.72. Following the completion of the transaction, the chief operating officer owned 21,157 shares in the company, valued at approximately $3,088,287.29. This trade represents a 5.69% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Douglas E. Brooks sold 1,500 shares of Chord Energy stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $138.57, for a total transaction of $207,855.00. Following the completion of the transaction, the director directly owned 18,705 shares in the company, valued at $2,591,951.85. This represents a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 9,276 shares of company stock valued at $1,285,968 over the last three months. 0.79% of the stock is owned by corporate insiders.

Chord Energy Profile

(Free Report)

Chord Energy Corporation (NASDAQ: CHRD), formerly known as Oasis Petroleum Inc, is an independent exploration and production company focused on the acquisition, development and production of crude oil, natural gas and natural gas liquids. Headquartered in Houston, Texas, Chord Energy emerged from financial restructuring in early 2021 and rebranded in October 2022 to reflect its renewed strategic vision.

The company’s core operations are concentrated in two prolific U.S. resource plays: the Williston Basin across North Dakota and Montana, and the Delaware Basin spanning parts of West Texas and southeastern New Mexico.