# WhiteHawk Minerals Corp. (WHK)

> Source: Nexqual · https://nexqual.com/WHK · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, WhiteHawk Minerals Corp. (WHK), nexqual.com/WHK" · informational, not investment advice.

**Price:** USD 24.63 (-1.24% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 24.94 · day 24.15–25 · 52w 24.06–29.07 · market cap $657M · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold WHK (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.20 on a 1–5 scale) (5 analysts), mean target USD 32.4 (range 29–35).
- Total return with dividends: 1Y -4.9% vs S&P 500 +14.9%; 5Y -9.4% vs S&P 500 +80.3%.
- Next earnings: 2026-11-12, EPS estimate USD 0.26, revenue estimate $24.2M.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/B 2.4x · Earnings yield -7.40% · Net debt $54.8M · EV $712M

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold WHK. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Leon Cooperman | Omega Family Office | 2.56% | $90.7M | New position |

## Analysts
Consensus Buy (mean 2.20 on a 1–5 scale), 5 analysts; mean target USD 32.4 (low 29, high 35).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-02 | Raymond James | Target lowered | Strong Buy | $37 → $35 |
| 2026-09-02 | Raymond James | Target raised | Strong Buy | $34 → $37 |
| 2026-07-07 | Raymond James | Initiated | Strong Buy | $34 |
| 2026-07-06 | Capital One | Initiated | Overweight | $32 |
| 2026-07-06 | JP Morgan | Initiated | Neutral |  |
| 2026-07-06 | Stifel | Initiated | Buy | $30 |

## Total return (dividends reinvested)
|  | 1Y (from 2026-06-09) | 5Y (from 2026-06-08) |
|---|---|---|
| Total return | -4.9% | -9.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | — | — |
| Volatility (annualized) | 27.0% | 22.6% |
| Max drawdown | -14.6% (Sep 2026→Sep 2026) | -13.4% (Sep 2026→Oct 2026) |

## Peers (Oil & Gas Midstream)
SBR (Sabine Royalty Trust) USD 72.25 -0.55% · TK (Teekay Corporation Ltd.) USD 14.11 -0.42% · NVGS (Navigator Holdings Ltd.) USD 21.17 -0.94% · FLNG (FLEX LNG Ltd.) USD 27.94 +0.04% · PBT (Permian Basin Royalty Trust) USD 33.27 -1.04% · TEN (Tsakos Energy Navigation Ltd) USD 51.65 -1.39%

## More
Full page: https://nexqual.com/WHK · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Company outlook (8-K filed 2026-08-12)

- "The assets to be acquired are expected to generate approximately 16 million cubic feet equivalent per day ("MMcfe/d") and 17 MMcfe/d in 2027 and 2028, respectively."
- "The added production is anticipated to add approximately $17.0 million and $18.5 million of incremental cash flow at current strip pricing in 2027 and 2028, respectively."
- "WhiteHawk expects to fund the $111.8 million purchase price through a combination of $50.0 million of to be issued Series E Preferred Stock, with the remainder of the proceeds funded through the Company's cash on hand and borrowings on its revolving credit facility."
- "The Company assumes no obligation to update any forward-looking statement, except as required by applicable law."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.26 | $0.34 | -25.9% | $24.2M | 4 |
| Next quarter (ends 2026-12-31) | $0.32 | $0.35 | -10.8% | $29.5M | 4 |
| Current fiscal year (ends 2026-12-31) | $-1.38 | $1.33 | -203.6% | $103.3M | 4 |
| Next fiscal year (ends 2027-12-31) | $1.19 | $1.34 | -11.4% | $116.0M | 4 |