Brokers Offer Predictions for Hess’ Q4 Earnings (NYSE:HES)

Hess Co. (NYSE:HES) – Equities researchers at Zacks Research upped their Q4 2025 EPS estimates for shares of Hess in a research note issued on Wednesday, December 11th. Zacks Research analyst R. Department now forecasts that the oil and gas producer will post earnings of $1.85 per share for the quarter, up from their previous forecast of $1.84. The consensus estimate for Hess’ current full-year earnings is $9.74 per share. Zacks Research also issued estimates for Hess’ Q1 2026 earnings at $2.05 EPS, Q2 2026 earnings at $1.90 EPS, Q3 2026 earnings at $1.88 EPS and FY2026 earnings at $7.86 EPS.

Hess (NYSE:HES) last announced its quarterly earnings results on Wednesday, October 30th. The oil and gas producer reported $2.14 EPS for the quarter, beating the consensus estimate of $1.88 by $0.26. Hess had a net margin of 20.58% and a return on equity of 27.41%. The company had revenue of $3.20 billion for the quarter, compared to analyst estimates of $2.96 billion. During the same period in the prior year, the firm posted $1.64 earnings per share. The firm’s revenue was up 12.7% on a year-over-year basis.

Other analysts also recently issued reports about the company. Mizuho decreased their target price on Hess from $210.00 to $194.00 and set a “neutral” rating on the stock in a research report on Monday, September 16th. StockNews.com assumed coverage on shares of Hess in a research note on Thursday, December 12th. They set a “hold” rating for the company. Citigroup raised their price target on shares of Hess from $145.00 to $163.00 and gave the company a “neutral” rating in a report on Friday, December 6th. UBS Group upped their target price on Hess from $173.00 to $185.00 and gave the stock a “buy” rating in a research report on Tuesday, December 3rd. Finally, Scotiabank increased their price objective on shares of Hess from $157.00 to $167.00 and gave the company a “sector perform” rating in a research report on Thursday, October 10th. Five equities research analysts have rated the stock with a hold rating and six have assigned a buy rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $170.50.

Hess Stock Performance

Shares of HES opened at $134.41 on Monday. The firm has a market cap of $41.41 billion, a PE ratio of 15.67 and a beta of 1.17. Hess has a 12-month low of $123.79 and a 12-month high of $163.98. The company’s 50 day simple moving average is $141.50 and its 200-day simple moving average is $141.11. The company has a current ratio of 1.26, a quick ratio of 1.13 and a debt-to-equity ratio of 0.75.

Hess Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 31st. Shareholders of record on Monday, December 16th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Monday, December 16th. This represents a $2.00 dividend on an annualized basis and a yield of 1.49%. Hess’s dividend payout ratio (DPR) is 23.31%.

Insiders Place Their Bets

In other news, CEO John B. Hess sold 90,476 shares of Hess stock in a transaction that occurred on Thursday, November 7th. The stock was sold at an average price of $142.47, for a total value of $12,890,115.72. Following the completion of the transaction, the chief executive officer now owns 223,147 shares in the company, valued at approximately $31,791,753.09. This trade represents a 28.85 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Geurt G. Schoonman sold 6,000 shares of the company’s stock in a transaction that occurred on Thursday, November 7th. The shares were sold at an average price of $141.91, for a total value of $851,460.00. Following the sale, the senior vice president now directly owns 27,581 shares in the company, valued at approximately $3,914,019.71. This represents a 17.87 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 314,370 shares of company stock valued at $45,856,309 in the last ninety days. Corporate insiders own 9.76% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the business. Drive Wealth Management LLC lifted its holdings in Hess by 1.6% in the second quarter. Drive Wealth Management LLC now owns 4,599 shares of the oil and gas producer’s stock worth $678,000 after acquiring an additional 72 shares during the last quarter. Cassaday & Co Wealth Management LLC lifted its holdings in shares of Hess by 2.4% in the 3rd quarter. Cassaday & Co Wealth Management LLC now owns 3,266 shares of the oil and gas producer’s stock worth $444,000 after purchasing an additional 78 shares during the last quarter. UMB Bank n.a. lifted its holdings in shares of Hess by 4.7% in the 2nd quarter. UMB Bank n.a. now owns 1,771 shares of the oil and gas producer’s stock worth $261,000 after purchasing an additional 80 shares during the last quarter. HB Wealth Management LLC boosted its position in Hess by 0.6% during the 2nd quarter. HB Wealth Management LLC now owns 14,629 shares of the oil and gas producer’s stock valued at $2,158,000 after purchasing an additional 87 shares during the period. Finally, Checchi Capital Advisers LLC grew its stake in Hess by 4.7% during the 2nd quarter. Checchi Capital Advisers LLC now owns 2,130 shares of the oil and gas producer’s stock worth $314,000 after buying an additional 96 shares during the last quarter. 88.51% of the stock is owned by institutional investors and hedge funds.

About Hess

Hess Corporation, an exploration and production company, explores, develops, produces, purchases, transports, and sells crude oil, natural gas liquids (NGLs), and natural gas. The company operates in two segments, Exploration and Production, and Midstream. It conducts production operations primarily in the United States, Guyana, the Malaysia/Thailand Joint Development Area, and Malaysia; and exploration activities principally offshore Guyana, the U.S.