Expand Energy Corporation (EXE) Releases Q1 2026 Earnings: Revenue Soars, EPS Tops Estimates Despite Profit Declines

Expand Energy Corporation (EXE) reported first-quarter 2026 results showing strong revenue growth alongside mixed profitability metrics.

Revenue of $4.4 billion, up 100.2% year-over-year and about 28.5% above the consensus revenue estimate of $3.4 billion.

Gross profit of $3.5 billion, rising 140.8% year-over-year.

Operating profit of $1.5 billion, down 671.3% year-over-year.

Net income attributable to common shareholders of $1.2 billion, down 565.5% year-over-year.

Diluted earnings per share of 4.81, down 553.8% year-over-year but roughly 30.8% above the EPS estimate of 3.6784.

Balance sheet and cash-flow highlights:

Cash provided by operating activities of $2.4 billion, up 119.2% year-over-year.

Capital expenditures (property, plant and equipment) of $711 million, up 26.3% year-over-year.

Cash and cash equivalents of $2.2 billion, up 536.1% year-over-year.

Total liabilities of $10.0 billion, down 7.2% year-over-year.

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

Expand Energy Corporation Insider Trading Activity

Expand Energy Corporation insiders have traded $EXE stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $EXE stock by insiders over the last 6 months:

MICHAEL WICHTERICH (Interim President and CEO) has made 2 purchases buying 2,000 shares for an estimated $215,000 and 0 sales.
MATTHEW GALLAGHER purchased 1,000 shares for an estimated $100,660

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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Expand Energy Corporation Hedge Fund Activity

We have seen 459 institutional investors add shares of Expand Energy Corporation stock to their portfolio, and 350 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 8,408,029 shares (-75.6%) from their portfolio in Q4 2025, for an estimated $927,910,080
CAPITAL RESEARCH GLOBAL INVESTORS added 5,291,948 shares (+33.2%) to their portfolio in Q4 2025, for an estimated $584,019,381
1832 ASSET MANAGEMENT L.P. removed 3,822,727 shares (-99.1%) from their portfolio in Q4 2025, for an estimated $421,876,151
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,549,548 shares (-57.3%) from their portfolio in Q4 2025, for an estimated $281,368,117
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 2,414,311 shares (+36574.9%) to their portfolio in Q4 2025, for an estimated $266,443,361
BLACKROCK, INC. removed 2,192,588 shares (-10.8%) from their portfolio in Q4 2025, for an estimated $241,974,011
VICTORY CAPITAL MANAGEMENT INC added 2,160,979 shares (+192.0%) to their portfolio in Q4 2025, for an estimated $238,485,642

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Expand Energy Corporation Congressional Stock Trading

Members of Congress have traded $EXE stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

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

REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 02/17.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 02/10, 11/18 and 1 sale worth up to $15,000 on 12/19.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

Expand Energy Corporation Analyst Ratings

Wall Street analysts have issued reports on $EXE in the last several months. We have seen 5 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
Barclays issued a "Overweight" rating on 01/21/2026
Stephens & Co. issued a "Overweight" rating on 01/20/2026
Citigroup issued a "Buy" rating on 12/19/2025
Mizuho issued a "Outperform" rating on 12/12/2025

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

Expand Energy Corporation Price Targets

Multiple analysts have issued price targets for $EXE recently. We have seen 12 analysts offer price targets for $EXE in the last 6 months, with a median target of $133.0.

Here are some recent targets:

Josh Silverstein from UBS set a target price of $133.0 on 04/13/2026
Gabe Daoud from Truist Securities set a target price of $133.0 on 04/09/2026
Jonathan Kelcher from TD Cowen set a target price of $32.0 on 04/06/2026
Betty Jiang from Barclays set a target price of $127.0 on 03/16/2026
Mark Lear from Piper Sandler set a target price of $138.0 on 03/12/2026
Subash Chandra from Benchmark set a target price of $124.0 on 03/05/2026
Pammi Bir from RBC Capital set a target price of $30.0 on 03/03/2026