Howard Marks portfolio update: Social media buzz intensified after billionaire investor Howard Marks reportedly added Expand Energy to his top 20 holdings. Traders highlighted the stock alongside energy peers like TORM and Viper Energy, viewing it as a strategic bet amid rising commodity prices.
Insider confidence signal: On March 9, interim CEO Michael Wichterich purchased $215,000 worth of shares, sparking discussions on potential undervaluation in the energy sector. Posters emphasized the buy as a strong vote of confidence from leadership.
Trading momentum builds: Algorithmic portfolios and day traders mentioned loading up on EXE amid broader energy sector strength. Conversations compared it favorably to blue-chip energy plays, anticipating gains from geopolitical tensions and oil dynamics.
Note: This discussion summary was generated from an AI condensation of post data.
Expand Energy Insider Trading Activity
Expand Energy 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.
Expand Energy Revenue
Expand Energy had revenues of $3.3B in Q4 2025. This is an increase of 63.68% from the same period in the prior year.
You can track EXE financials on Quiver Quantitative's EXE stock page.
Expand Energy Congressional Stock Trading
Members of Congress have traded $EXE stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $EXE stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 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.
Expand Energy Hedge Fund Activity
We have seen 482 institutional investors add shares of Expand Energy stock to their portfolio, and 413 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.
Expand Energy Analyst Ratings
Wall Street analysts have issued reports on $EXE in the last several months. We have seen 10 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
- UBS issued a "Buy" rating on 10/30/2025
- Morgan Stanley issued a "Overweight" rating on 10/30/2025
To track analyst ratings and price targets for Expand Energy, check out Quiver Quantitative's $EXE forecast page.
Expand Energy Price Targets
Multiple analysts have issued price targets for $EXE recently. We have seen 13 analysts offer price targets for $EXE in the last 6 months, with a median target of $136.0.
Here are some recent targets:
- Subash Chandra from Benchmark set a target price of $124.0 on 03/05/2026
- Mark Lear from Piper Sandler set a target price of $136.0 on 03/05/2026
- Pammi Bir from RBC Capital set a target price of $30.0 on 03/03/2026
- Josh Silverstein from UBS set a target price of $135.0 on 02/23/2026
- Betty Jiang from Barclays set a target price of $125.0 on 02/23/2026
- Mike Scialla from Stephens & Co. set a target price of $146.0 on 02/18/2026
- Lloyd Byrne from Jefferies set a target price of $143.0 on 01/08/2026
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.
