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State Street Corporation reports a passive ownership stake in Expand Energy Corp common stock. It beneficially owns 15,631,873 shares, representing 6.5% of the outstanding class.
All reported voting and dispositive authority is shared, with 11,794,045 shares subject to shared voting power and 15,619,193 shares subject to shared dispositive power, and no sole power to vote or dispose. The holdings are attributed across several investment advisory subsidiaries, including SSGA Funds Management, Inc. and other State Street Global Advisors entities in Japan, Asia, Europe, the United Kingdom, Singapore, and Australia. The filing states that no other person is known to have rights to dividends or sale proceeds exceeding 5% of the class.
Expand Energy Corporation agreed to acquire Twin Eagle N.A., LLC, whose subsidiaries operate an asset-backed natural gas marketing and optimization business, through a merger in which Twin Eagle will become a wholly owned subsidiary. The aggregate consideration includes a $1.25 billion base purchase price, subject to post-closing adjustments, and a $62.5 million cash deposit has been paid.
The transaction is conditioned on customary matters, including accurate representations and warranties, expiration or termination of the Hart-Scott-Rodino waiting period, approvals under Canada’s Competition Act, and Federal Energy Regulatory Commission approval under Section 203(a) of the Federal Power Act. Holders of a majority of Twin Eagle’s equity have delivered irrevocable written consent, and either party may terminate if the merger is not consummated by January 24, 2027, subject to specified extensions.
Expand Energy Corporation reported strong first-half 2026 results, with total revenues and other of $7,357 million and net income of $1,681 million, up from $5,886 million and $719 million in the prior-year period, supported by higher natural gas prices, including Winter Storm Fern impacts, and increased production volumes.
Operating cash flow rose to $3,498 million, while capital expenditures were $1,460 million. The company used cash to redeem $1,287 million of senior notes, reducing long-term debt to $3,685 million, and returned capital via $279 million of dividends and $601 million of share repurchases under a $2.0 billion authorization.
Liquidity remained strong at about $4.2 billion, including cash and an undrawn $3.5 billion credit facility, alongside investment grade ratings. Strategically, Expand agreed to acquire Twin Eagle Holdings N.A., LLC for approximately $1.25 billion, subject to customary closing conditions, and entered a 20-year LNG sales and purchase agreement for ~1.15 MTPA with estimated fixed commitments of $2.9 billion, further linking its portfolio to LNG and marketing demand.
Expand Energy Corporation reported second quarter 2026 net income of $522 million, or $2.19 per diluted share, on total revenues and other income of $2,960 million, compared with net income of $968 million and revenues of $3,690 million a year earlier. Adjusted net income was $317 million, or $1.33 per diluted share, and Adjusted EBITDAX was $1,183 million. Net cash provided by operating activities was $1,096 million.
Net production averaged about 7.48 Bcfe/d (92% natural gas), and full-year 2026 production guidance of 7.4–7.6 Bcfe/d was reaffirmed. The company ran an average of 12 rigs, with capital expenditures of $851 million in the quarter and a 2026 capex outlook of $2.75–$2.95 billion while planning to run 11–12 rigs.
Total debt was $3.7 billion at quarter-end, with net debt of $3.1 billion and a net debt-to-Adjusted EBITDAX ratio of about 0.5x, reflecting approximately $1.3 billion of year-to-date debt redemption. The company repurchased about $530 million of stock in the quarter and roughly $850 million year-to-date, authorized an additional ~$1 billion buyback, declared a quarterly dividend of $0.575 per share, and announced the acquisition of Twin Eagle Holdings, N.A. LLC.
Expand Energy Corporation entered into a definitive merger agreement to acquire Twin Eagle Holdings N.A., LLC, a private asset-backed natural gas marketing and optimization business, for $1.25 billion from Five Point Infrastructure. The purchase price is subject to typical adjustments and is expected to close in the third quarter of 2026, pending customary closing conditions and required regulatory approvals. Funding is expected from cash on hand and borrowings under Expand’s revolving credit facility.
The combination is described as immediately accretive and initially expected to contribute more than $200 million of projected annual EBITDA, with $150 million per year of synergies by year-end 2028. Twin Eagle currently markets more than 5 Bcf/d of natural gas, manages roughly 44 Bcf of storage and approximately 2 Bcf/d of firm transportation, serving over 1,000 customers across the U.S. and Canada. On a pro forma basis, the combined portfolio will have approximately 14 Bcf/d of marketed volume, supported by roughly 9 Bcf/d of firm transportation and 49 Bcf of storage capacity, reaching about 90% of the natural gas market. Expand now expects $750 million per year of incremental free cash flow from its marketing and commercial strategy, a 50% increase from its previous target, with Twin Eagle to operate as a wholly owned subsidiary and key Twin Eagle management, including its CEO Jeremy Davis, continuing after closing.
Expand Energy Corporation disclosed that Gregory M. Larson, Vice President – Accounting & Controller, informed the company on June 23, 2026 of his intention to resign. The filing states his decision was not due to any disagreement with the company’s operations, policies or practices.
Executive Vice President and Chief Financial Officer Marcel Teunissen has assumed the role of interim principal accounting officer effective June 23, 2026 while a search is conducted for a permanent Vice President – Accounting & Controller. Teunissen, appointed CFO on April 6, 2026, has no special arrangements tied to this interim role and no related-party interests requiring disclosure.
EXPAND ENERGY Corp director and interim president and CEO Michael Wichterich reported an open-market purchase of 1,000 shares of Common Stock at $88.90 per share. This transaction increased his direct ownership to 85,498 shares of EXPAND ENERGY Corp common stock.
EXPAND ENERGY Corp director Brian Steck received a grant of 2,746 shares of common stock, valued at a reference price of $96.53 per share. The shares were acquired as a compensation-related grant, not an open-market purchase. Following this award, he directly holds 20,258 common shares.
Konar Shameek reported acquisition or exercise transactions in this Form 4 filing.
EXPAND ENERGY Corp director Konar Shameek received a stock grant of 2,331 shares of Common Stock. The award was recorded at a price of $96.53 per share, which the footnote explains is the 30-day volume-weighted average price ending June 3, 2026. After this grant, he directly owns 10,042 shares.
Kehr Catherine A reported acquisition or exercise transactions in this Form 4 filing.
EXPAND ENERGY Corp director Catherine A. Kehr received a grant of 2,331 shares of Common Stock. The award was reported at a price of $96.53 per share, described as the 30‑day volume-weighted average price ending on June 3, 2026.
Following this compensation-related grant, Kehr directly holds 9,335 shares of EXPAND ENERGY Common Stock. The filing does not reflect any open-market buying or selling activity, only this stock award to the director.