TXO Earnings
Monday, May 04 2026
EPS Estimate
$0.04
$-0.01 – $0.10
Revenue Estimate
$110M
Current Price
$11.82
Our Position
bullish · highInsiders Buy $65M; Raymond James Raises TXO Target
structured data
est. revisions falling
(-108.3pp / 30d)
The insider buying combined with a price target hike reflects growing optimism on TXO's strategic asset sales and crude prices amid geopolitical tensions. These factors suggest a potential shift to stronger valuation and shareholder alignment.
Watch: Monitor Q2 2026 closing of the $200 million asset divestiture for impact on cash flow and valuation.
Data Signal Summary
3 bullish
1 bearish
Estimates up +67%
Insider buying cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-7.7%
Est. Revisions (30d)
+66.7% 0up/1dn
Analyst Target (mean)
$21 $19–$23 +80%
Options P/C Ratio
0.23
Est. Dispersion
1200% 2 analysts
Insider Cluster
strong buy
Recent Activity
insider trades
44 transactions
Sell
·
SIMPSON GARY D (Chief Executive Officer)
·27,234 shares
·$337,157
Sell
·
CLUM BRENT W (Chief Executive Officer)
·27,234 shares
·$337,157
Other
·
HUTTON KEITH A (Affiliated Person)
·720,000 shares
Award
·
ADAMS WILLIAM H III (Director)
·10,667 shares
Award
·
KEVIL PHILLIP R (Director)
·10,667 shares
39 more
Award
·
KING J LUTHER JR.
·10,667 shr
Award
·
SIMPSON GARY D
·208,325 shr
Sell
·
SIMPSON GARY D
·8,126 shr
·$98,081
Award
·
MASSARO LAWRENCE S
·10,667 shr
Award
·
SETTLE RICHARD JACOB
·10,667 shr
Award
·
CLUM BRENT W
·208,325 shr
Sell
·
CLUM BRENT W
·19,571 shr
·$236,222
Award
·
AGOSTA SCOTT T
·56,665 shr
Sell
·
AGOSTA SCOTT T
·10,689 shr
·$129,016
Buy
·
KEVIL PHILLIP R
·2,000 shr
·$23,800
Buy
·
ADAMS WILLIAM H III
·10,000 shr
·$152,600
Buy
·
HUTTON KEITH A
·700,000 shr
·$10,500,000
Buy
·
SIMPSON BOB R
·2,250,000 shr
·$33,750,000
Buy
·
KING J LUTHER JR.
·500,000 shr
·$7,500,000
Buy
·
MASSARO LAWRENCE S
·20,000 shr
·$300,000
Buy
·
KEVIL PHILLIP R
·3,000 shr
·$45,540
Award
·
SIMPSON GARY D
·200,000 shr
Sell
·
SIMPSON GARY D
·31,517 shr
·$601,344
Award
·
MASSARO LAWRENCE S
·3,900 shr
Award
·
CLUM BRENT W
·200,000 shr
Sell
·
CLUM BRENT W
·31,517 shr
·$601,344
Award
·
ADAMS WILLIAM H III
·5,500 shr
Award
·
KEVIL PHILLIP R
·3,900 shr
Award
·
KING J LUTHER JR.
·3,900 shr
Award
·
SIMPSON GARY D
·60,860 shr
Award
·
SETTLE RICHARD JACOB
·5,500 shr
Award
·
CLUM BRENT W
·112,970 shr
Sell
·
CLUM BRENT W
·7,702 shr
·$143,180
Award
·
AGOSTA SCOTT T
·45,190 shr
Sell
·
AGOSTA SCOTT T
·5,775 shr
·$107,357
Buy
·
ADAMS WILLIAM H III
·14,000 shr
·$236,998
Buy
·
HUTTON KEITH A
·120,000 shr
·$1,905,020
Buy
·
KEVIL PHILLIP R
·2,000 shr
·$32,150
Buy
·
HUTTON KEITH A
·878,000 shr
·$17,560,000
Buy
·
SIMPSON BOB R
·100,000 shr
·$2,000,000
Sell
·
KING J LUTHER JR.
·10,000 shr
·$212,428
Sell
·
KING J LUTHER JR.
·20,000 shr
·$433,619
Sell
·
GLOBAL ENDOWMENT MANAGEMENT
·87,212 shr
·$1,581,738
Sell
·
GLOBAL ENDOWMENT MANAGEMENT
·51,752 shr
·$951,973
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