Aker BP - Fourth quarter 2025 trading update
Rhea-AI Summary
Aker BP (AKRBF) provided preliminary production, sales and realised price data for Q4 2025 and full-year 2025 ahead of its 11 February 2026 report.
Key operating figures: Q4 net production averaged 410.6 mboepd and net volume sold was 431.4 mboepd due to a 20.8 mboepd overlift. Full‑year 2025 net production averaged 420.1 mboepd, within the company guidance range of 410–425 mboepd. Realised prices: liquids $68.9/boe in 2025 (down from $80.1 in 2024) and natural gas $69.4/boe in 2025 (up from $62.9 in 2024).
The company will release its Q4 2025 report on 11 February 2026 at 06:00 CET, with a management presentation and webcast at 08:30 CET the same day.
Positive
- Full‑year net production 420.1 mboepd, inside guidance 410–425 mboepd
- Realised natural gas price rose to $69.4/boe in 2025 (+10.3% vs 2024)
Negative
- Realised liquids price fell to $68.9/boe in 2025 (from $80.1 in 2024, ~14% decline)
Key Figures
Market Reality Check
Peers on Argus
AKRBF is down 2.88% while key peers like AKRBY, WOPEF, KELTF, CEIEF and BWERY all show 0% change, indicating a stock-specific move rather than a sector-wide shift.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Oct 27 | Dividend ex-date | Neutral | -1.3% | Shares traded ex-dividend of USD 0.63 per share. |
| Oct 22 | Earnings update | Positive | +4.8% | Q3 2025 results with stable production and raised guidance. |
| Aug 21 | Discovery news | Positive | +4.6% | Major Yggdrasil oil discovery with 96–134 mmboe recoverable. |
| Jul 18 | Dividend ex-date | Neutral | -1.8% | Shares went ex-dividend of USD 0.63 per share. |
Positive operational and discovery news has previously aligned with upward price reactions, while ex-dividend dates saw modest declines.
Over the past months, Aker BP has combined steady operations with shareholder distributions. On Oct 22, 2025, Q3 2025 results showed stable production of 414 mboepd and increased full-year guidance to 410–425 mboepd, with a USD 0.63 dividend; shares rose 4.82%. A major Yggdrasil discovery announced on Aug 21, 2025 with 96–134 mmboe recoverable drove a 4.61% gain. Ex-dividend dates in July and October 2025 saw small price declines.
Market Pulse Summary
This announcement provides a trading update ahead of the detailed Q4 2025 report, noting net production of 410.6 mboepd for the quarter and 420.1 mboepd for the full year, consistent with guidance ranges of 410–425 mboepd and 390–420 mboepd. Investors may watch the February results release for fuller financials, cost metrics, and updated strategy, as prior earnings and discovery news have been key catalysts for the stock.
Key Terms
underlift technical
mboepd technical
CET technical
AI-generated analysis. Not financial advice.
LYSAKER,
Production and sales
Aker BP's net production (working interest) averaged 410.6 thousand barrels of oil equivalent per day (mboepd) in the fourth quarter. Due to overlift of 20.8 mboepd, the net volume sold in the quarter was 431.4 mboepd.
For the full year 2025, net production averaged 420.1 mboepd, in line with the latest guidance of 410-425 mboepd and at the high end of the original guidance of 390-420 mboepd.
Volume (mboepd) | Q4-25 | Q3-25 | 2025 | 2024 |
Net production | 410.6 | 414.0 | 420.1 | 439.0 |
Overlift/(underlift) | 20.8 | (17.9) | 4.4 | (9.0) |
Net volume sold | 431.4 | 396.1 | 424.6 | 430.0 |
Of which liquids | 372.5 | 340.0 | 365.5 | 370.2 |
Of which natural gas | 58.9 | 56.1 | 59.0 | 59.8 |
Realised prices (USD/boe) | Q4-25 | Q3-25 | 2025 | 2024 |
Liquids | 63.1 | 70.3 | 68.9 | 80.1 |
Natural gas | 59.2 | 63.3 | 69.4 | 62.9 |
Reporting date
Aker BP will release its fourth-quarter 2025 report on 11 February 2026 at 06:00 CET. On the same day at 08:30 CET, management will present the results and provide its annual strategy update via a webcast. The webcast and presentation materials will be available at www.akerbp.com/en. The presentation will be followed by an online Q&A session.
Contacts:
Kjetil Bakken, Head of IR, tel.: +47 918 89 889
Carl Christian Bachke, IR Officer, tel.: +47 909 80 848
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https://news.cision.com/aker-bp-asa/r/aker-bp---fourth-quarter-2025-trading-update,c4292869
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SOURCE Aker BP ASA
FAQ
What were Aker BP (AKRBF) Q4 2025 net production and net volume sold?
Did Aker BP (AKRBF) meet its 2025 production guidance?
What realised prices did Aker BP (AKRBF) report for 2025 for liquids and gas?
When will Aker BP (AKRBF) publish the Q4 2025 report and host the results webcast?
How did Aker BP's (AKRBF) 2025 liquids price compare to 2024?
