Takeover rumors resurface: Social media traders are abuzz with speculation that Diamondback Energy could be the next acquisition target in the Permian Basin. Recent price strength and filings like the 13D/A have fueled chatter about potential buyers circling the stock. Many see it as undervalued amid ongoing oil sector consolidation.
Quarterly performance spotlight: The stock emerged as a top gainer, surging 15% in the latest quarter, drawing positive nods on social platforms. Discussions highlight commitments to return half of free cash flow to shareholders. Peers' earnings have kept FANG in the energy sector conversation.
Investor positioning: Portfolio managers are adding FANG as a favored oil proxy amid rotation into energy names. Posts suggest management synergies with peers like PR ahead of deals. Sentiment leans bullish on M&A prospects driving upside.
Note: This discussion summary was generated from an AI condensation of post data.
Diamondback Energy Insider Trading Activity
Diamondback Energy insiders have traded $FANG stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $FANG stock by insiders over the last 6 months:
- FANG HOLDINGS, LP SGF has made 0 purchases and 3 sales selling 4,000,000 shares for an estimated $637,050,000.
- CHARLES ALVIN MELOY has made 0 purchases and 6 sales selling 440,769 shares for an estimated $62,507,856.
- HOF MATTHEW KAES VAN'T (Chief Executive Officer) sold 10,000 shares for an estimated $1,406,140
- DANIEL N WESSON (Exec. VP & COO) sold 4,000 shares for an estimated $596,947
- JERE W III THOMPSON (CFO, Executive VP) sold 1,000 shares for an estimated $147,730
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Diamondback Energy Revenue
Diamondback Energy had revenues of $3.9B in Q3 2025. This is an increase of 48.36% from the same period in the prior year.
You can track FANG financials on Quiver Quantitative's FANG stock page.
Diamondback Energy Congressional Stock Trading
Members of Congress have traded $FANG 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 $FANG stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROGER WILLIAMS sold up to $15,000 on 12/22.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Diamondback Energy Hedge Fund Activity
We have seen 467 institutional investors add shares of Diamondback Energy stock to their portfolio, and 566 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PACER ADVISORS, INC. removed 2,127,765 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $319,866,912
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,047,133 shares (-37.3%) from their portfolio in Q3 2025, for an estimated $292,944,732
- CAPITAL WORLD INVESTORS removed 1,499,377 shares (-47.9%) from their portfolio in Q3 2025, for an estimated $214,560,848
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,046,398 shares (+38.0%) to their portfolio in Q3 2025, for an estimated $149,739,553
- NUVEEN, LLC removed 801,034 shares (-54.9%) from their portfolio in Q3 2025, for an estimated $114,627,965
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 787,053 shares (+93.2%) to their portfolio in Q3 2025, for an estimated $112,627,284
- UBS GROUP AG added 553,073 shares (+19.6%) to their portfolio in Q4 2025, for an estimated $83,143,464
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Diamondback Energy Analyst Ratings
Wall Street analysts have issued reports on $FANG in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 01/28/2026
- Citigroup issued a "Buy" rating on 01/06/2026
- Wells Fargo issued a "Overweight" rating on 11/17/2025
- UBS issued a "Buy" rating on 11/11/2025
- Morgan Stanley issued a "Overweight" rating on 10/14/2025
- Scotiabank issued a "Sector Outperform" rating on 10/09/2025
- Evercore ISI Group issued a "Outperform" rating on 10/06/2025
To track analyst ratings and price targets for Diamondback Energy, check out Quiver Quantitative's $FANG forecast page.
Diamondback Energy Price Targets
Multiple analysts have issued price targets for $FANG recently. We have seen 14 analysts offer price targets for $FANG in the last 6 months, with a median target of $182.0.
Here are some recent targets:
- Mark Lear from Piper Sandler set a target price of $218.0 on 01/28/2026
- Hanwen Chang from Wells Fargo set a target price of $171.0 on 01/27/2026
- Devin McDermott from Morgan Stanley set a target price of $171.0 on 01/23/2026
- Nitin Kumar from Mizuho set a target price of $194.0 on 01/22/2026
- Scott Gruber from Citigroup set a target price of $178.0 on 01/06/2026
- Bob Brackett from Bernstein set a target price of $190.0 on 01/05/2026
- Josh Silverstein from UBS set a target price of $194.0 on 12/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
