Expand Energy Corporation $EXE Shares Sold by Sumitomo Mitsui Trust Group Inc.

Posted by Brian Himes on Jul 12th, 2026

Sumitomo Mitsui Trust Group Inc. lessened its stake in Expand Energy Corporation (NASDAQ:EXE – Free Report) by 1.6% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 507,080 shares of the company’s stock after selling 8,348 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in Expand Energy were worth $55,667,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in EXE. Sierra Summit Advisors LLC lifted its stake in Expand Energy by 25.9% in the 4th quarter. Sierra Summit Advisors LLC now owns 77,230 shares of the company’s stock valued at $8,523,000 after buying an additional 15,904 shares in the last quarter. King Luther Capital Management Corp increased its stake in Expand Energy by 16.6% during the 4th quarter. King Luther Capital Management Corp now owns 239,607 shares of the company’s stock worth $26,443,000 after buying an additional 34,132 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in Expand Energy by 36,574.9% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,420,912 shares of the company’s stock worth $267,172,000 after buying an additional 2,414,311 shares in the last quarter. CSM Advisors LLC acquired a new position in shares of Expand Energy during the third quarter valued at approximately $20,103,000. Finally, Bank Julius Baer & Co. Ltd Zurich acquired a new position in shares of Expand Energy during the fourth quarter valued at approximately $57,153,000. 97.93% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on EXE. Morgan Stanley decreased their target price on Expand Energy from $139.00 to $131.00 and set an “overweight” rating on the stock in a research report on Monday, June 29th. Weiss Ratings cut Expand Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, May 19th. Citigroup reduced their price objective on Expand Energy from $125.00 to $115.00 and set a “buy” rating for the company in a research note on Thursday. Truist Financial decreased their price objective on Expand Energy from $134.00 to $117.00 and set a “buy” rating on the stock in a report on Friday. Finally, William Blair cut shares of Expand Energy from an “outperform” rating to a “market perform” rating in a research note on Thursday, April 30th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $129.78.

View Our Latest Stock Analysis on EXE

Expand Energy Trading Down 1.9%

Shares of EXE traded down $1.72 during mid-day trading on Friday, reaching $87.25. The stock had a trading volume of 6,305,713 shares, compared to its average volume of 3,791,264. Expand Energy Corporation has a 52-week low of $84.99 and a 52-week high of $126.62. The firm has a market cap of $20.87 billion, a price-to-earnings ratio of 6.51 and a beta of 0.34. The business’s fifty day moving average is $92.37 and its 200 day moving average is $100.71. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.11 and a quick ratio of 1.11.

Expand Energy (NASDAQ:EXE – Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The company reported $3.83 EPS for the quarter, beating analysts’ consensus estimates of $3.61 by $0.22. Expand Energy had a return on equity of 10.26% and a net margin of 22.53%.The firm had revenue of $4.40 billion for the quarter, compared to analysts’ expectations of $3.53 billion. On average, sell-side analysts predict that Expand Energy Corporation will post 8.52 EPS for the current fiscal year.

Expand Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th were issued a $0.575 dividend. This represents a $2.30 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Thursday, May 14th. Expand Energy’s dividend payout ratio is currently 17.15%.

Insider Activity at Expand Energy

In related news, CEO Michael Wichterich acquired 1,000 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was purchased at an average price of $88.90 per share, with a total value of $88,900.00. Following the transaction, the chief executive officer owned 85,498 shares of the company’s stock, valued at approximately $7,600,772.20. This trade represents a 1.18% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Marcel Teunissen purchased 2,000 shares of the stock in a transaction dated Thursday, May 7th. The shares were purchased at an average price of $96.43 per share, with a total value of $192,860.00. Following the completion of the transaction, the chief financial officer owned 9,144 shares of the company’s stock, valued at approximately $881,755.92. This trade represents a 28.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders bought 4,000 shares of company stock worth $375,120. Company insiders own 0.22% of the company’s stock.

Expand Energy Profile

(Free Report)

Expand Energy Corporation is an independent natural gas producer principally in the United States. Expand Energy Corporation, formerly known as Chesapeake Energy Corporation, is based in OKLAHOMA CITY.