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Northern O & G Stock Price, News & Analysis

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Welcome to our dedicated page for Northern O & G news (Ticker: NOG), a resource for investors and traders seeking the latest updates and insights on Northern O & G stock.

Northern Oil and Gas, Inc. (NYSE: NOG) generates a steady flow of news as it acquires and manages non-operated working and mineral interests in key U.S. oil and natural gas basins. The company’s press releases and SEC reports provide regular updates on production, acquisitions, financing and hedging activities tied to its crude petroleum and natural gas extraction focus.

On this page, readers can follow NOG news related to its positions in the Williston, Permian, Uinta and Appalachian basins, as well as its joint acquisition of upstream and midstream assets in the Utica shale of eastern Ohio with Infinity Natural Resources. Recent announcements have covered bolt-on royalty and mineral acquisitions in the Uinta Basin, numerous ground game transactions that add net acres and wells across multiple basins, and a large Ohio Utica transaction that includes both upstream properties and integrated gathering, compression and water systems.

NOG also issues frequent updates on its financial and capital structure. News items include quarterly financial and operating results, changes to annual production and capital expenditure guidance, the pricing and issuance of 7.875% senior notes due 2033, tender offers for 8.125% senior notes due 2028, and amendments to its reserves-based revolving credit facility. The company’s communications often highlight its use of commodity hedges, with detailed tables of oil, natural gas and basis derivatives.

Investors and followers of NOG can use this news feed to review earnings releases, acquisition announcements, hedging updates, dividend declarations and other company communications in one place. Regularly reviewing these items can help readers understand how NOG’s non-operated interests, acquisition activity, financing arrangements and risk management practices evolve over time.

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Northern Oil and Gas (NYSE: NOG) has provided a comprehensive Q2 2025 business update highlighting several key developments. The company reported estimated unrealized mark-to-market gains on derivatives of $65-70 million and realized hedge gains of $58-63 million for Q2. NOG expects to record a non-cash impairment charge of $112-120 million due to lower oil prices.

The company has secured significant hedging positions, with over 50,000 barrels per day of oil hedged for H2 2025 and over 30,000 barrels per day for 2026. In Q2, NOG completed 22 ground game transactions worth $23.8 million in initial capital, adding 4.8 net wells and 2,600 net acres.

Additionally, NOG reached a significant legal settlement with a North Dakota operator, resulting in a $81.7 million settlement with expected net cash proceeds of $48.6 million after legal expenses, to be received in Q3 2025.

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Northern Oil and Gas (NYSE: NOG) has scheduled its second quarter 2025 financial and operating results announcement for Thursday, July 31, 2025, after market close. The company will host a conference call to discuss the results on Friday, August 1, 2025, at 8:00 a.m. Central Time.

Investors can access the conference call via phone using the dial-in numbers (800) 715-9871 (domestic) or (646) 307-1963 (international) with Conference ID 4503139. A replay will be available through August 15, 2025, and the webcast archive will be accessible on NOG's website until July 31, 2026.

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Northern Oil and Gas (NYSE: NOG) has successfully closed the reopening of its 3.625% Convertible Unsecured Senior Notes due April 2029, raising $211.2 million in gross proceeds through a $200 million issuance at a 105.597% issue price. The company simultaneously executed strategic moves including a $35 million accelerated share repurchase of 1.1 million shares at $31.15 per share and entered into capped call transactions to mitigate potential dilution. The capped calls increase the effective conversion price to $50.8709. Post-transaction, NOG expects to increase liquidity by over $152 million and achieve annual interest and dividend savings of approximately $5 million. The net proceeds will be used to reduce the outstanding balance on the company's revolving credit facility.
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Northern Oil and Gas (NOG) has priced an upsized offering of $175 million in 3.625% convertible senior notes due 2029, increased from the initially announced $150 million. The notes will be issued at 105.597% of principal value, with settlement expected on June 17, 2025. The company expects to receive approximately $178.4 million in net proceeds, which will be used for capped call transactions ($14.8 million), stock repurchases of up to 1.1 million shares ($35 million), and general corporate purposes. The notes will have a conversion price of $37.06 per share, representing a 19% premium over the last trading price of $31.15. The capped call transactions have a cap price of $50.87, aimed at reducing potential dilution and offsetting cash payments above principal upon conversion.
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Northern Oil and Gas (NYSE: NOG) has successfully completed its semi-annual borrowing base redetermination, resulting in an increased elected commitment amount from $1.5 billion to $1.6 billion, while maintaining its borrowing base at $1.8 billion.

The company's credit facility expansion represents a 7% increase despite challenging market conditions. NOG has also expanded its bank group to 20 institutions with the addition of CIBC Capital Markets as a new financial partner.

According to Chad Allen, NOG's Chief Financial Officer, this increase demonstrates the financial strength of the company's assets and risk management practices. The expansion of both the facility and banking relationships positions NOG for continued financial flexibility.

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Northern Oil and Gas (NYSE: NOG) has announced a significant dividend increase for its shareholders. The company's Board of Directors has declared a quarterly cash dividend of $0.45 per share, marking a substantial 12.5% increase compared to the previous year.

The dividend maintains parity with the prior quarter's payout and will be distributed on July 31, 2025. Stockholders who are on record as of the close of business on June 27, 2025, will be eligible to receive this dividend payment.

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Northern Oil and Gas (NYSE: NOG) reported strong Q1 2025 results with record production of 134,959 Boe per day, up 13% year-over-year. Oil volumes reached 78,675 Bbl per day, representing 58% of total production.

Key financial highlights include:

  • GAAP net income: $139.0 million ($1.39 per diluted share)
  • Adjusted EBITDA: $434.7 million (12% increase from Q1 2024)
  • Free Cash Flow: $135.7 million (41% increase from Q4 2024)
  • Capital expenditures: $249.9 million

The company completed seven ground game transactions, adding over 1,000 acres and 1.1 net wells for $4.8 million. NOG maintains its 2025 guidance of 130,000-135,000 Boe per day production and capital spending of $1,050-$1,200 million. The company also increased its quarterly dividend by 7% to $0.45 per share.

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Northern Oil and Gas (NYSE: NOG) has released its Environmental, Social and Governance (ESG) Report for 2024, highlighting several key initiatives and developments. The report introduces a formal ESG Policy and implements both an ESG Risk and Control Matrix and a GHG Inventory Management Plan.

Notable changes include the transformation of their corporate philanthropy program into a Community Investment program, designed to align corporate giving with strategic interests. The report provides updated information on their Scope 1, 2, and 3 emissions and progress on people strategy.

NOG's ESG disclosure framework utilizes two SASB standards: the Oil & Gas Exploration & Production standard and the Asset Management and Custody Activities standard, chosen to accurately reflect NOG's business model of managing non-operated minority working and mineral interests.

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Northern Oil and Gas (NYSE: NOG) has reported its Q1 2025 hedging results and shareholder returns update. The company achieved estimated unrealized mark-to-market gains of $9.0-$10.0 million on derivatives, primarily from oil derivatives. Realized hedge gains were approximately $11.0-$12.0 million, driven by crude oil and Waha basis hedges.

NOG has significantly expanded its hedging position, with over 50,600 Bbl per day of oil hedged at an average swap price >$73.70 and collar floor >$69.20, plus over 197,200 MMBtu per day of natural gas hedged for the remainder of 2025. The company has also secured positions through 2026 and 2027.

On the shareholder returns front, NOG paid approximately $42 million in dividends during Q1, announcing a 7% increase to $0.45 per share for April 2025. The company also repurchased 499,100 shares at an average price of $30.07, bringing total shareholder returns to $57.0 million year-to-date through dividends and buybacks.

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FAQ

What is the current stock price of Northern O & G (NOG)?

The current stock price of Northern O & G (NOG) is $27.93 as of March 2, 2026.

What is the market cap of Northern O & G (NOG)?

The market cap of Northern O & G (NOG) is approximately 2.7B.

NOG Rankings

NOG Stock Data

2.69B
93.93M
Oil & Gas E&P
Crude Petroleum & Natural Gas
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United States
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