Bull Harbor Capital LLC bought a new position in Antero Resources Corporation (NYSE:AR – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 16,557 shares of the oil and natural gas company’s stock, valued at approximately $703,000.
Other institutional investors also recently bought and sold shares of the company. Brandywine Global Investment Management LLC raised its position in shares of Antero Resources by 77.8% in the 4th quarter. Brandywine Global Investment Management LLC now owns 215,470 shares of the oil and natural gas company’s stock worth $7,425,000 after buying an additional 94,260 shares during the period. Kailix Advisors LLC grew its position in Antero Resources by 15.5% during the fourth quarter. Kailix Advisors LLC now owns 374,484 shares of the oil and natural gas company’s stock valued at $12,905,000 after acquiring an additional 50,150 shares during the period. Diamond Hill Capital Management Inc. grew its position in Antero Resources by 10.8% during the fourth quarter. Diamond Hill Capital Management Inc. now owns 659,986 shares of the oil and natural gas company’s stock valued at $22,743,000 after acquiring an additional 64,378 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in Antero Resources by 1,399.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 67,016 shares of the oil and natural gas company’s stock worth $2,309,000 after acquiring an additional 62,547 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its stake in Antero Resources by 22.5% during the fourth quarter. Bank of New York Mellon Corp now owns 3,101,208 shares of the oil and natural gas company’s stock worth $106,868,000 after acquiring an additional 569,817 shares during the last quarter. 83.04% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
Several equities analysts have recently weighed in on the company. Jefferies Financial Group reaffirmed a “buy” rating and issued a $57.00 price objective on shares of Antero Resources in a research note on Friday, May 1st. The Goldman Sachs Group dropped their target price on shares of Antero Resources from $46.00 to $41.00 and set a “buy” rating for the company in a research report on Tuesday, June 30th. Texas Capital raised shares of Antero Resources to a “strong-buy” rating in a research report on Thursday, June 25th. Morgan Stanley decreased their price objective on shares of Antero Resources from $56.00 to $48.00 and set an “overweight” rating for the company in a research note on Monday, June 29th. Finally, UBS Group dropped their price objective on shares of Antero Resources from $56.00 to $50.00 and set a “buy” rating for the company in a research report on Tuesday, July 14th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $48.59.
Key Stories Impacting Antero Resources
Here are the key news stories impacting Antero Resources this week:
- Positive Sentiment: Second-quarter results exceeded expectations. Antero reported revenue of $1.56 billion, up 20.2% year over year and above the $1.53 billion consensus estimate. Reported EPS of $0.90 topped the $0.84 analyst estimate; another adjusted-earnings measure cited by Zacks showed EPS of $0.76 versus a $0.75 consensus and $0.35 a year earlier. Antero Resources Q2 earnings report
- Positive Sentiment: Record production and higher guidance strengthened the outlook. Antero Resources highlighted record second-quarter production, revenue growth and stronger cash flow, and raised its 2026 output guidance following strategic acquisitions. Greater volumes could support operating leverage if commodity prices remain favorable. AR Q2 earnings beat estimates on record production gains
- Positive Sentiment: Management sees margin upside over several years. The earnings call reportedly outlined an optimistic operating outlook, including opportunities for sustained margin improvement. This supports the potential for stronger free cash flow and shareholder returns over time. Antero Resources earnings call maps multi-year margin upside
- Neutral Sentiment: Barclays raised its price target to $46 while maintaining an “equal weight” rating. The higher target signals valuation upside, but the unchanged neutral rating suggests the firm does not view the recent earnings strength as sufficient to warrant a more bullish stance. Barclays raises Antero Resources price target
- Negative Sentiment: Zacks Research reduced several future EPS estimates. Cuts included forecasts for full-year 2026 EPS to $3.71 from $4.12 and full-year 2027 EPS to $3.53 from $4.16, along with reductions for several 2026–27 quarters. Zacks retained a “Hold” rating, tempering the positive earnings reaction. Antero Resources analyst estimates
Insider Activity
In other news, insider Yvette K. Schultz sold 39,490 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $39.27, for a total transaction of $1,550,772.30. Following the completion of the sale, the insider owned 277,665 shares of the company’s stock, valued at approximately $10,903,904.55. This trade represents a 12.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Michael N. Kennedy sold 185,826 shares of the stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $39.33, for a total transaction of $7,308,536.58. Following the transaction, the insider directly owned 1,085,192 shares in the company, valued at $42,680,601.36. The trade was a 14.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 4.10% of the company’s stock.
Antero Resources Trading Up 0.3%
AR opened at $35.25 on Friday. The firm’s 50 day moving average is $34.83 and its 200-day moving average is $36.40. Antero Resources Corporation has a 52-week low of $29.10 and a 52-week high of $45.75. The company has a quick ratio of 0.40, a current ratio of 0.40 and a debt-to-equity ratio of 0.32. The firm has a market capitalization of $10.92 billion, a P/E ratio of 10.13 and a beta of 0.33.
Antero Resources Profile
Antero Resources Corporation is an independent exploration and production company focused on the development of natural gas, natural gas liquids (NGLs) and oil properties in the Appalachian Basin of the United States. The company’s operations target the Marcellus and Utica shales, where it applies advanced drilling and completion techniques to optimize recovery from its large acreage position. Antero’s portfolio encompasses significant reserves of ethane, propane and other NGLs, alongside dry gas volumes that are positioned to serve both domestic and export markets.
Headquartered in Denver, Colorado, Antero Resources holds approximately 1.8 million net acres of leasehold interests across parts of West Virginia and Ohio.
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