APA Corporation (APA) Stock Rises on Q4 2025 Earnings

APA Corporation (APA) reported fourth-quarter 2025 results with continued year-over-year declines in several core metrics but beats to consensus on revenue and earnings per share.

Total revenue of $2.0 billion (down 26.6% year-over-year).

Gross profit of $1.42 billion (down 18.8% year-over-year).

Operating profit of $654 million (down 18.4% year-over-year).

Net income attributable to common shareholders of $279 million (down 21.2% year-over-year).

Diluted earnings per share of $0.79 (down 19.4% year-over-year).

Cash from operating activities of $808 million (down 22.0% year-over-year).

Capital expenditures of $590 million (capex fell 15.0% year-over-year).

Cash and cash equivalents of $516 million (down 17.4% year-over-year).

Total liabilities of $10.84 billion (down 16.8% year-over-year).

Revenue topped the estimate of $1.88 billion, about 6.1% above consensus.

Earnings per share beat the estimate of roughly $0.65, about 21.9% ahead of expectations.

Market reaction: the stock was up 1.63% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

APA Corporation Hedge Fund Activity

We have seen 374 institutional investors add shares of APA Corporation stock to their portfolio, and 333 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

HARRIS ASSOCIATES L P removed 13,361,120 shares (-53.4%) from their portfolio in Q4 2025, for an estimated $326,812,995
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,410,084 shares (-75.9%) from their portfolio in Q4 2025, for an estimated $181,250,654
FMR LLC added 6,480,422 shares (+141.9%) to their portfolio in Q4 2025, for an estimated $158,511,122
BLACKSTONE INC. removed 4,483,968 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $108,870,743
PACER ADVISORS, INC. removed 3,218,431 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $78,722,822
GOLDMAN SACHS GROUP INC added 3,117,032 shares (+76.9%) to their portfolio in Q4 2025, for an estimated $76,242,602
MORGAN STANLEY added 1,864,900 shares (+21.8%) to their portfolio in Q4 2025, for an estimated $45,615,454

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

APA Corporation Congressional Stock Trading

Members of Congress have traded $APA stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $APA stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 01/09.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

APA Corporation Analyst Ratings

Wall Street analysts have issued reports on $APA in the last several months. We have seen 1 firms issue buy ratings on the stock, and 4 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Underweight" rating on 01/21/2026
Mizuho issued a "Underperform" rating on 12/12/2025
Goldman Sachs issued a "Sell" rating on 11/21/2025
Morgan Stanley issued a "Underweight" rating on 10/14/2025
Raymond James issued a "Outperform" rating on 09/10/2025

To track analyst ratings and price targets for APA Corporation, check out Quiver Quantitative's $APA forecast page.

APA Corporation Price Targets

Multiple analysts have issued price targets for $APA recently. We have seen 15 analysts offer price targets for $APA in the last 6 months, with a median target of $25.0.

Here are some recent targets:

Mike Scialla from Stephens & Co. set a target price of $24.0 on 02/17/2026
Scott Hanold from RBC Capital set a target price of $26.0 on 01/26/2026
Devin McDermott from Morgan Stanley set a target price of $21.0 on 01/23/2026
Bob Brackett from Bernstein set a target price of $25.0 on 01/05/2026
Nitin Kumar from Mizuho set a target price of $22.0 on 12/12/2025
Josh Silverstein from UBS set a target price of $30.0 on 12/12/2025
Charles Meade from Johnson Rice set a target price of $40.0 on 12/05/2025