TXO TXO Partners, L.P.

bullish · high conviction track record → $11.82 -0.08 (-0.7%)
Get emailed when TXO changes direction
Mkt Cap $655M 52wk $10.12 - $17.90 Earnings 2026-05-04 5d ago
Insider buying: $74,006,108 bought by 11 insiders (30d)
Factor divergence: DIVERGENCE: estimate_revisions, insider_activity bullish vs analyst_revisions bearish
Est. revisions: +66.7%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.8)

Factor Model

net +0.8 2.7 / 10
Est. Revisions
+1.0
Insider Activity
+0.5
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Insiders Buy $65M; Raymond James Raises TXO Target

Watch: Monitor Q2 2026 closing of the $200 million asset divestiture for impact on cash flow and valuation.

TXO Partners insiders purchased over $65 million in shares at prices between $15 and $20, signaling strong confidence. Raymond James raised the price target from $18 to $23 and maintained a Strong Buy rating. The company plans a $200 million asset divestiture, including a $123.5 million sale to a chairman-affiliated entity, closing in Q2 2026.

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.

Evidence

6d ago Insider buy by KEVIL PHILLIP R (TXO): $32,150
6d ago Insider buy by HUTTON KEITH A (TXO): $1,905,020
6d ago Insider buy by ADAMS WILLIAM H III (TXO): $236,998
6d ago Insider buy by KEVIL PHILLIP R (TXO): $45,540
6d ago Insider buy by MASSARO LAWRENCE S (TXO): $300,000
6d ago Insider buy by KING J LUTHER JR. (TXO): $7,500,000
6d ago Insider buy by SIMPSON BOB R (TXO): $33,750,000
6d ago Insider buy by HUTTON KEITH A (TXO): $10,500,000
6 older signals
6d ago Insider buy by ADAMS WILLIAM H III (TXO): $152,600
6d ago Insider buy by KEVIL PHILLIP R (TXO): $23,800
6d ago Insider buy by HUTTON KEITH A (TXO): $17,560,000
6d ago Insider buy by SIMPSON BOB R (TXO): $2,000,000
6d ago Raymond James Raises TXO Partners (NYSE:TXO) Price Target to $23
10d ago TXO Partners (TXO) Plans Asset Sale to Raise About $100 Million Net
Fundamentals & Data ▾
TXO Partners, L.P. Energy · Oil & Gas E&P
Mkt Cap
$655M
Beta
-0.01
Div Yield
1437.00%
52w Range
$10.12 - $17.90
Short Interest
954,920 2.24%
Days to Cover
3.5 +0%
Technicals downtrend
from 52w Hi
-7.7%
1w return
-4.2%
Insiders
selling 2B / 9S
EPS Estimate
$-0.02 +66.7% 30d 0up / 1dn
Est. Dispersion
1200% 2 analysts
Analyst Target
$21 $19 - $23
Options P/C
0.23
Insider Cluster
strong buy 6B / 5S
Financials
Revenue
$126M +41% YoY
FCF
$38M
Gross Margin
34%
Op Margin
12%
Momentum: accelerating
Top Holders
Citadel $4M
Recent Filings & Data
insider trade 44
net buying · $5,770,616 sold · $74,006,108 bought
11 insiders · 44 transactions (30d)
Recent transactions
SIMPSON GARY D · sell · $337,157
CLUM BRENT W · sell · $337,157
HUTTON KEITH A · other
ADAMS WILLIAM H III · award
KEVIL PHILLIP R · award
KING J LUTHER JR. · award
SIMPSON GARY D · award
SIMPSON GARY D · sell · $98,081
MASSARO LAWRENCE S · award
SETTLE RICHARD JACOB · award
CLUM BRENT W · award
CLUM BRENT W · sell · $236,222
AGOSTA SCOTT T · award
AGOSTA SCOTT T · sell · $129,016
KEVIL PHILLIP R · buy · $23,800
ADAMS WILLIAM H III · buy · $152,600
HUTTON KEITH A · buy · $10,500,000
SIMPSON BOB R · buy · $33,750,000
KING J LUTHER JR. · buy · $7,500,000
MASSARO LAWRENCE S · buy · $300,000
KEVIL PHILLIP R · buy · $45,540
SIMPSON GARY D · award
SIMPSON GARY D · sell · $601,344
MASSARO LAWRENCE S · award
CLUM BRENT W · award
CLUM BRENT W · sell · $601,344
ADAMS WILLIAM H III · award
KEVIL PHILLIP R · award
KING J LUTHER JR. · award
SIMPSON GARY D · award
SETTLE RICHARD JACOB · award
CLUM BRENT W · award
CLUM BRENT W · sell · $143,180
AGOSTA SCOTT T · award
AGOSTA SCOTT T · sell · $107,357
ADAMS WILLIAM H III · buy · $236,998
HUTTON KEITH A · buy · $1,905,020
KEVIL PHILLIP R · buy · $32,150
HUTTON KEITH A · buy · $17,560,000
SIMPSON BOB R · buy · $2,000,000
KING J LUTHER JR. · sell · $212,428
KING J LUTHER JR. · sell · $433,619
GLOBAL ENDOWMENT MANAGEMENT · sell · $1,581,738
GLOBAL ENDOWMENT MANAGEMENT · sell · $951,973
14 signals · latest 6d ago

Get alerted when TXO changes direction

We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.

All stocks → Our calls → How it works →