Viper Energy announces a secondary offering of 17.4 million Class A shares by Diamondback Energy and affiliates.
Quiver AI Summary
Viper Energy, Inc. announced a public offering of 17,391,304 shares of its Class A common stock by Selling Stockholders, which include Diamondback Energy, Inc. and affiliates of EnCap Investments and Oaktree Capital Management. Viper will not receive any proceeds from this offering, which also includes a 30-day option for underwriters to purchase an additional 2,608,696 shares to cover over-allotments. Additionally, Viper plans to purchase 1,000,000 units in its operating company from Oaktree affiliates at the same price as the offering. The Secondary Offering is independent of the unit purchase, but the unit purchase depends on the successful completion of the offering. J.P. Morgan and Goldman Sachs are leading the offering, and Viper has filed a registration statement with the SEC for further details.
Potential Positives
- Viper Energy's announcement of a Secondary Offering showcases the involvement of notable financial institutions such as J.P. Morgan and Goldman Sachs & Co. LLC, enhancing the company's credibility in the market.
- The Concurrent OpCo Unit Purchase indicates a strategic move by Viper to consolidate interests in its operating company, reinforcing its operational control and potentially supporting future growth.
- The potential for underwriters to purchase additional shares demonstrates strong market interest and could provide opportunities for substantial funding in the future.
Potential Negatives
- The company will not receive any proceeds from the sale of 17,391,304 shares in the Secondary Offering, which may indicate potential liquidity concerns.
- The concurrent purchase of units in the operating company raises questions about the company’s capital allocation strategy and reliance on external investors.
- The offering may dilute existing shareholders’ equity given the potential for a significant number of shares being sold by the Selling Stockholders.
FAQ
What is the primary purpose of Viper Energy's public offering?
Viper Energy's public offering aims to sell 17,391,304 shares of Class A common stock by certain selling stockholders.
Who are the selling stockholders involved in the offering?
The selling stockholders include Diamondback Energy, Inc., EnCap Investments, L.P., and Oaktree Capital Management, L.P.
Will Viper Energy receive any proceeds from this offering?
No, Viper will not receive any proceeds from the sale of shares by the selling stockholders.
What is the Concurrent OpCo Unit Purchase?
The Concurrent OpCo Unit Purchase involves Viper agreeing to buy 1,000,000 units in VNOM Holding Company LLC from Oaktree Capital Management.
How can I access the prospectus for this offering?
The prospectus can be obtained from J.P. Morgan or Goldman Sachs, as detailed in the press release.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$VNOM Revenue
$VNOM had revenues of $584M in Q2 2025. This is an increase of 35.5% from the same period in the prior year.
You can track VNOM financials on Quiver Quantitative's VNOM stock page.
$VNOM Hedge Fund Activity
We have seen 198 institutional investors add shares of $VNOM stock to their portfolio, and 205 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ADAGE CAPITAL PARTNERS GP, L.L.C. added 4,686,701 shares (+inf%) to their portfolio in Q3 2025, for an estimated $179,125,712
- BLACKSTONE INC. added 3,000,000 shares (+150.0%) to their portfolio in Q4 2025, for an estimated $115,890,000
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,904,971 shares (-95.1%) from their portfolio in Q4 2025, for an estimated $112,219,029
- D. E. SHAW & CO., INC. added 1,606,203 shares (+59.5%) to their portfolio in Q4 2025, for an estimated $62,047,621
- RAYMOND JAMES FINANCIAL INC added 1,480,489 shares (+199.5%) to their portfolio in Q4 2025, for an estimated $57,191,290
- WOODLINE PARTNERS LP removed 1,468,891 shares (-93.3%) from their portfolio in Q4 2025, for an estimated $56,743,259
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,385,499 shares (-12.8%) from their portfolio in Q4 2025, for an estimated $53,521,826
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$VNOM Analyst Ratings
Wall Street analysts have issued reports on $VNOM in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/21/2026
- Mizuho issued a "Outperform" rating on 12/12/2025
- Piper Sandler issued a "Overweight" rating on 11/18/2025
- Wells Fargo issued a "Overweight" rating on 11/17/2025
- Morgan Stanley issued a "Overweight" rating on 10/14/2025
- TD Securities issued a "Buy" rating on 09/30/2025
To track analyst ratings and price targets for $VNOM, check out Quiver Quantitative's $VNOM forecast page.
$VNOM Price Targets
Multiple analysts have issued price targets for $VNOM recently. We have seen 7 analysts offer price targets for $VNOM in the last 6 months, with a median target of $53.0.
Here are some recent targets:
- Paul Diamond from Citigroup set a target price of $52.0 on 02/25/2026
- William Janela from Mizuho set a target price of $53.0 on 02/24/2026
- Devin McDermott from Morgan Stanley set a target price of $44.0 on 01/23/2026
- Betty Jiang from Barclays set a target price of $54.0 on 01/21/2026
- Mark Lear from Piper Sandler set a target price of $64.0 on 11/18/2025
- Hanwen Chang from Wells Fargo set a target price of $51.0 on 11/17/2025
- Aaron Bilkoski from TD Securities set a target price of $56.0 on 09/30/2025
Full Release
MIDLAND, Texas, March 02, 2026 (GLOBE NEWSWIRE) -- Viper Energy, Inc. (NASDAQ: VNOM) (“Viper”) announced today the launch of an underwritten public offering of 17,391,304 shares of its Class A common stock by Diamondback Energy, Inc. and certain affiliates of EnCap Investments, L.P. and Oaktree Capital Management, L.P. (together, the “Selling Stockholders”), subject to market and other conditions (the “Secondary Offering”). Viper will not receive any proceeds from the sale of the shares by the Selling Stockholders. The Selling Stockholders have also granted the underwriters a 30-day option to purchase up to an additional 2,608,696 shares of Viper’s Class A common stock, solely to cover over-allotments.
In connection with the Secondary Offering, Viper has agreed to purchase an aggregate of 1,000,000 units in Viper’s operating company, VNOM Holding Company LLC, from affiliates of Oaktree Capital Management, L.P., at a price per unit equal to the price per share to be received by Selling Stockholders in the Secondary Offering (the “Concurrent OpCo Unit Purchase”). The Secondary Offering is not conditioned upon the completion of the Concurrent OpCo Unit Purchase, but the Concurrent OpCo Unit Purchase is conditioned upon the completion of the Secondary Offering.
J.P. Morgan and Goldman Sachs & Co. LLC are acting as joint book-running managers for the Secondary Offering.
Viper has filed a registration statement (including a prospectus) with the SEC for the offering to which this communication relates. Before you invest, you should read the prospectus in that registration statement and other documents the issuer has filed with the SEC for more complete information about the issuer and this offering. Copies of the prospectus and prospectus supplement for the Secondary Offering, when available, may be obtained from J.P. Morgan, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717 or by email at [email protected] and [email protected] and Goldman Sachs & Co. LLC, 200 West Street, New York, NY 10282, Attention: Prospectus Department, by telephone at (866) 471_2526 or by emailing [email protected].
This press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction.
About Viper Energy, Inc.
Viper is a publicly traded Delaware corporation that owns and acquires mineral and royalty interests in oil and natural gas properties primarily in the Permian Basin.
Cautionary Note Regarding Forward-Looking Statements
The information in this press release includes “forward-looking statements” within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact included in this press release, regarding the completion of the Secondary Offering and the Concurrent OpCo Unit Purchase, Viper’s strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects, plans and objectives of management are forward-looking statements. When used in this press release, the words “could,” “may,” “believe,” “anticipate,” “intend,” “estimate,” “expect,” “project,” “goal,” “plan,” “target” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. These forward-looking statements are based on management’s current expectations and assumptions about future events and are based on currently available information as to the outcome and timing of future events. Be cautioned that these forward-looking statements are subject to all of the risk and uncertainties, most of which are difficult to predict and many of which are beyond Viper’s control, incident to the development, production, gathering and sale of oil and natural gas. These risks include, but are not limited to, commodity price volatility, inflation, lack of availability of drilling and production equipment and services, risks relating to acquisitions, including its consummation or the realization of the anticipated benefits and synergies therefrom. Actual results could differ materially from those anticipated in these forward-looking statements as a result of certain factors, including, but not limited to, those set forth in Viper’s filings with the SEC, including the prospectus and prospectus supplement relating to the offering, the Registration Statement, its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, under the caption “Risk Factors,” as may be updated from time to time in Viper’s periodic filings with the SEC. Any forward-looking statement in this press release speaks only as of the date of this release. Viper undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by any applicable securities laws.
Investor Contacts:
Adam Lawlis
+1 432.221.7467
[email protected]
Chip Seale
+1 432.247.6218
[email protected]
Source: Viper Energy, Inc.