Liberty Energy (LBRT) reported third-quarter 2026 revenue of $1.2 billion, up 26% from a year earlier and up 1% from the second quarter. The company posted a net loss of $39 million, or $0.24 per diluted share, compared with net income of $43 million in both the prior-year quarter and the second quarter.
Liberty reported $119 million of cash on hand and approximately $1.3 billion of total debt as of September 30, 2026. The company also announced a strategic development agreement for 1.2 GW of integrated power services at data-center campuses.
- GAAP revenue totaled $1.196 billion for the quarter ended September 30, 2026.
- GAAP net loss was $39.1 million, compared with $43.1 million of net income a year earlier.
- Adjusted EBITDA, a non-GAAP measure, was $142 million.
- Liberty paid a $0.09 per-share quarterly dividend during the quarter and declared a $0.10 per-share dividend payable December 18, 2026.
- The power-services agreement includes targeted execution of an initial energy service agreement for about 500 MW by December 2026.
$LBRT Insider Trading Activity
$LBRT insiders have traded $LBRT stock on the open market 11 times in the past 6 months. Of those trades, 1 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $LBRT stock by insiders over the last 6 months:
- MICHAEL STOCK (Chief Financial Officer) has made 0 purchases and 9 sales selling 66,660 shares for an estimated $1,810,452.
- ARJUN N MURTI purchased 14,053 shares for an estimated $250,008
- WILLIAM F KIMBLE (Chairman of the Board) sold 7,350 shares for an estimated $249,312
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 insider transaction endpoint.
$LBRT Hedge Fund Activity
We have seen 209 institutional investors add shares of $LBRT stock to their portfolio, and 198 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 3,137,057 shares (-70.8%) from their portfolio in Q2 2026, for an estimated $82,159,522
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,548,436 shares (+inf%) to their portfolio in Q2 2026, for an estimated $66,743,538
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 2,419,620 shares (+237.1%) to their portfolio in Q2 2026, for an estimated $63,369,847
- JPMORGAN CHASE & CO added 2,303,700 shares (+inf%) to their portfolio in Q2 2026, for an estimated $60,333,903
- UBS GROUP AG added 2,237,641 shares (+183.5%) to their portfolio in Q2 2026, for an estimated $58,603,817
- BLACKROCK, INC. added 1,843,116 shares (+7.2%) to their portfolio in Q2 2026, for an estimated $48,271,208
- INVESCO LTD. added 1,296,225 shares (+115.1%) to their portfolio in Q2 2026, for an estimated $33,948,132
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 13F endpoint.
