雪佛龙(CVX)
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ConocoPhillips and Trump's Venezuela Play: Is This a Hidden Catalyst or Just More Noise for Investors?
Yahoo Finance· 2026-02-02 04:05
The bullish case for oil stocks received a significant boost earlier this month when U.S. forces captured the now former Venezuelan President Nicolas Maduro, sparking hope that the petroleum-rich country will eventually be open to Western oil majors. Count ConocoPhillips (NYSE: COP) among the domestic oil equities in rally mode to start 2026. January isn't over yet, but this stock is higher by more than 8%. How much, if any, of that move is attributable to Venezuela is up for debate. Where to invest $1,000 ...
Chevron Hikes Its Dividend - But It's Less Than Expected - Is CVX Stock Fully Valued?
Yahoo Finance· 2026-02-01 22:30
Chevron Corp (CVX) announced a 4.0% dividend per share (DPS) hike to $7.12 annually on Jan. 30, slightly lower than my expectation of a 5% hike to $7.18. CVX stock has risen 20% since mid-December. It could be fully valued as it has reached my price target. This article will discuss how shareholders can play CVX. CVX closed at $176.90 on Friday, Jan. 30, up $5.71 (+3.34%), and up $24.39 or+16.1% year-to-date from $152.41 on Dec. 31, 2025. More News from Barchart CVX stock - last 3 months - Barchart Mor ...
Chevron Q4 Earnings Call Highlights
Yahoo Finance· 2026-01-31 06:10
CFO Eimear Bonner reported fourth-quarter earnings of $2.8 billion, or $1.39 per share, with adjusted earnings of $3.0 billion, or $1.52 per share. Bonner said items included pension curtailment costs of $128 million and negative foreign currency effects of $130 million.Wirth said Chevron reached 1,000,000 barrels of oil equivalent per day in the Permian and described a shift in focus toward free cash flow growth. He also noted the close of the Hess acquisition, which he said created “a premier upstream por ...
BofA Raises Chevron (CVX) Target as Geopolitical Shifts Lift Energy Outlook
Yahoo Finance· 2026-01-31 06:06
Chevron Corporation (NYSE:CVX) is included among the 14 High Yield Dividend Stocks with Sustainable Payouts. BofA Raises Chevron (CVX) Target as Geopolitical Shifts Lift Energy Outlook On January 27, BofA lifted its price target on Chevron Corporation (NYSE:CVX) to $188 from $180. It also kept a Buy rating on the stock. The firm said the change reflects updated views across its coverage of Integrated, Refining, and Midstream companies. Analysts pointed to higher front-month crude prices, helped by the re ...
Exxon, Chevron see glimmer of Venezuela's potential, but with long road ahead
Reuters· 2026-01-31 05:57
文章核心观点 - 美国石油巨头埃克森美孚和雪佛龙在周五的财报电话会议上,就委内瑞拉业务提供了新的见解,但两家公司均未宣布对该国的长期投资承诺 [1] 埃克森美孚 - 公司表示,其在委内瑞拉的业务目前仅限于履行合同义务和维持基本运营,没有进行新的投资 [1] - 公司正在等待美国财政部外国资产控制办公室就其与委内瑞拉国家石油公司合资企业的许可证延期申请做出决定,该许可证将于5月31日到期 [1] - 公司强调,其与委内瑞拉国家石油公司的合资企业科博石油公司,在2023年贡献了约3.4亿美元的收益 [1] 雪佛龙 - 公司表示,其在委内瑞拉的业务目前“稳定”,并正在“按计划”生产 [1] - 公司预计其与委内瑞拉国家石油公司的合资企业Petropiar和Petroboscán在2024年将生产约15万桶/日的原油 [1] - 公司指出,其在委内瑞拉的产量在2023年第四季度达到约13.5万桶/日,比2022年同期增长约35% [1] 行业背景与现状 - 美国政府在2023年11月放宽了对委内瑞拉石油行业的制裁,允许雪佛龙等公司恢复在委业务,但该临时许可证将于2024年4月到期 [1] - 行业分析师认为,美国政府对委内瑞拉制裁政策的任何变化,都将对埃克森美孚和雪佛龙等公司的业务产生重大影响 [1] - 尽管制裁有所放宽,但委内瑞拉石油行业仍面临基础设施老化、投资不足和政治不稳定等挑战 [1]
Chevron Beats Earnings Estimates as Production Jumps, Revenue Misses
Financial Modeling Prep· 2026-01-31 05:36
核心业绩概览 - 第四季度调整后净利润为30亿美元 或每股1.52美元 超出分析师普遍预期的每股1.45美元 [1][2] - 第四季度总收入为468.7亿美元 低于分析师预期的471.5亿美元 [1][2] - 第四季度利润同比下降 从去年同期的36亿美元 或每股2.06美元 降至30亿美元 主要反映原油价格走弱 [1][2] 产量与现金流 - 第四季度全球净油气当量产量同比增长20.7% 达到每日404.5万桶油当量 主要受收购赫斯公司以及二叠纪盆地和美国湾区的产量增长驱动 [3] - 第四季度经营活动产生的现金流为108亿美元 调整后自由现金流为42亿美元 [3] - 2025全年经营现金流达到339亿美元 在可比大宗商品价格下创下公司历史最高纪录 [3] 资本回报与成本控制 - 季度股息提高4%至每股1.78美元 实现连续39年年度股息增长 [4] - 赫斯公司整合达成初步10亿美元协同效应目标 2025年实现15亿美元结构性成本削减 [4] - 作为更广泛计划的一部分 目标是在2026年底前削减30亿至40亿美元成本 [4]
Chevron And Exxon Top Earnings But Only One Supermajor Saw Profit Growth; U.S. Oil Prices And Venezuela In Focus
Investors· 2026-01-31 05:31
Chevron And Exxon Top Earnings But Only One Supermajor Saw Profit Growth | Investor's Business DailyBREAKING: [Stocks Test Key Levels; U.S. Government Enters Shutdown]---Chevron (CVX) and Exxon Mobil (XOM) both reported fourth-quarter earnings and revenue before Friday's stock market open. Exxon Mobil notched its first quarterly profit increase in more than a year and entered Friday's stock market trading around record highs. Exxon Mobil reported Friday that Q4 EPS increased 2.4% to $1.71, while revenue dec ...
Oil market would be concerned with broader conflict in Iran, says RBC's Helima Croft
Youtube· 2026-01-31 05:21
For more on this dynamic, let's bring in RBC Capital Markets global head of commodity strategy, Hale Lima Croft. She's also a CNBC contributor. Hale Lima, we kind of know the headlines.Obviously, there's not a lot of detail around just how active or just how advanced the planning is for any possible move in the Middle East, especially Iran. What exactly are you hearing and how exactly are you interpreting what we do know right now. Well, we certainly know there's been a significant redeployment of US milita ...
Chevron Corporation's Financial Performance in the Oil and Gas Industry
Financial Modeling Prep· 2026-01-31 04:00
公司概况与行业地位 - 公司是石油和天然气行业的主要参与者,业务涵盖勘探、生产、炼油和销售,是Zacks石油和天然气-综合-国际行业的关键竞争者 [1] 盈利表现 - 2026年1月30日报告的每股收益为1.52美元,超过市场预期的1.42美元,实现5.24%的正向意外,但低于去年同期的2.06美元 [2][6] - 公司在过去四个季度中持续超出市场每股收益预期 [2] - 当季净利润为27.7亿美元,合每股1.39美元,较上一季度的32.4亿美元下降14% [4][6] 收入表现 - 当季收入约为468.7亿美元,略高于市场预期的467.9亿美元,但较去年同期的522.3亿美元有所下降 [3][6] - 收入未达到Zacks共识预期,差距为8.87% [3] 运营环境与战略 - 收入未达预期源于原油价格走低对行业构成的挑战性环境 [3] - 尽管净利润下降,但公司通过专注于成本削减和运营效率,超越了华尔街预期 [4] - 公司正在探索在委内瑞拉的投资机会,旨在扩大其在该地区的业务 [4] 财务指标 - 公司的市盈率约为24.30倍,市销率约为1.83倍 [5] - 债务权益比率相对较低,为0.22,表明债务使用保守 [5] - 流动比率约为1.15,显示出稳健的流动性状况 [5]
Chevron Beats Earnings As Oil Prices Rise: Back Up The Truck (NYSE:CVX)
Seeking Alpha· 2026-01-31 02:43
雪佛龙公司第四季度业绩表现 - 公司第四季度营收及每股收益均超出市场预期 [1]