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Northern Oil and Gas, Inc. (NOG) announced that it intends to offer, subject to market and other conditions, $500 million in aggregate principal amount of new senior notes due 2034 in a private offering exempt from registration under the Securities Act of 1933.
The notes are expected to be sold to eligible purchasers under Rule 144A and Regulation S. NOG plans to use the net proceeds primarily to repay a portion of outstanding borrowings under its revolving credit facility and use any remaining funds for general corporate purposes. The securities will not be registered and may only be resold under applicable exemptions, and the announcement explicitly states it does not constitute an offer or solicitation in any jurisdiction where such actions would be unlawful.
Invesco Ltd. filed an amended Schedule 13G reporting beneficial ownership of common stock of Northern Oil & Gas, Inc.. Invesco, as a parent holding company to its investment advisers, may be deemed to beneficially own 6,682,079 shares, representing 6.3% of the outstanding common stock.
Invesco reports sole voting power over 6,246,875 shares and sole dispositive power over 6,682,079 shares, with no shared voting or dispositive power. The shares are held of record by clients of Invesco’s advisory subsidiaries, and no single client has more than 5% economic ownership.
Northern Oil and Gas, Inc. reported strong Q2 2026 results with total revenues of $745.2 million and net income of $236.6 million ($2.19 diluted EPS), driven by higher oil sales and a $70.2 million net gain on commodity derivatives. Operating income nearly doubled year over year to $352.5 million as prior‑year legal settlement and impairment charges did not recur.
For the first half of 2026, however, the company recorded a net loss of $286.2 million, mainly reflecting a $(468.9 million) net loss on commodity derivatives and a non‑cash $268.3 million ceiling‑test impairment of oil and gas assets. Cash from operations remained strong at $645.2 million, helping fund about $1.0 billion of acquisitions and capital spending, including the $464.6 million Utica and $262.1 million Duvernay business combinations. Long‑term debt rose to $2.72 billion, while cash dividends of $0.45 per share and $60.1 million of buybacks returned capital to shareholders as common shares outstanding increased to 106.5 million following equity issuances for financing and acquisitions.
State Street Corporation reported beneficial ownership of 7,183,786 shares of Northern Oil & Gas, Inc. common stock on a Schedule 13G. This represents 6.8% of the outstanding common stock, indicating State Street is a significant institutional holder.
State Street reported 0 shares with sole voting and dispositive power and 6,976,157 shares with shared voting power and 7,183,786 shares with shared dispositive power. The holdings are attributed to several investment adviser subsidiaries, including SSGA Funds Management, Inc. and various State Street Global Advisors entities.
Northern Oil and Gas, Inc. reported strong results for the quarter ended June 30, 2026. Average production was 145,659 Boe per day (47% oil), up 9% from a year earlier, with record natural gas output of 464,330 Mcf per day, 35% higher year-over-year. Oil and natural gas sales were $670.8 million.
The company generated GAAP net income of $236.6 million, or $2.19 per diluted share, and Adjusted EBITDA of $401.0 million, 17% above the first quarter of 2026. Cash flow from operations was $321.6 million, and Free Cash Flow reached $159.0 million, up 424% versus the prior quarter and 26% versus the prior-year quarter. Capital expenditures were $195.8 million, excluding non-budgeted acquisitions, including Duvernay joint development consideration of $262.1 million and $44.7 million of ground game transactions.
Lease operating expense was $9.59 per Boe, 4% lower than a year earlier, while realized oil prices rose to $90.02 per Bbl. NOG had total liquidity of $1.0 billion, including $47.6 million of cash. The company returned capital via a $0.45 per share quarterly dividend and repurchased 2.95 million shares (~3% of outstanding) at an average price of $20.37, and increased its authorized share repurchase capacity to approximately $243.0 million. For the six months ended June 30, 2026, NOG reported a net loss of $286.2 million, reflecting large non-cash commodity derivative losses and impairments.
Northern Oil and Gas, Inc. reported preliminary second-quarter 2026 operating figures and capital allocation updates. The company estimates unrealized mark-to-market gains on derivatives of $155.0–$160.0 million, partially offset by realized hedge losses of $85.0–$90.0 million, and expects de minimis hedge impacts in the second half of 2026 at current strip prices.
Shut-ins of about 7,000 Boe per day, mainly on Novo assets in the Waha region, and deferred activity affected volumes, yet second-quarter oil production is expected to average 67.5–68.25 Mbo per day, with record gas volumes despite curtailments. Estimated second-quarter capital expenditures are $190.0–$200.0 million, and the company reiterated its 2026 production and capex guidance.
NOG closed its previously announced Duvernay joint development acquisition for CA$237.0 million in cash plus approximately 3.7 million shares at $22.06. It continued its "Ground Game," deploying about $45.0 million for over 2,300 net acres and 6.2 net wells. During the quarter, NOG repurchased 2.95 million shares (~3% of outstanding) at an average of $20.37, and the board increased the share repurchase authorization to about $243.0 million.
Akradi Bahram reported acquisition or exercise transactions in this Form 4 filing.
NORTHERN OIL & GAS, INC. director Bahram Akradi received a grant of 6,336 shares of Common Stock on June 30, 2026. The shares were awarded at a price of $0.00 per share as part of compensation, not through an open-market purchase.
After this stock award, Akradi directly holds 1,719,780 shares of Northern Oil & Gas common stock. The grant was made under the company’s 2018 Equity Incentive Plan, which is used to provide equity-based compensation to eligible participants.
Lasher Stuart G. reported acquisition or exercise transactions in this Form 4 filing.
NORTHERN OIL & GAS, INC. director Stuart G. Lasher received a stock grant of 2,410 shares of common stock, awarded at a stated price of $0.00 per share under the company’s 2018 Equity Incentive Plan. After this grant, his direct holdings total 70,099 common shares.
The filing also reports indirect ownership of 40,000 common shares held through SGL Investments Limited Partnership I and 258,333 common shares held through QCP Stock Holdings, LP. These entries reflect reported indirect positions in addition to his direct stake.
NORTHERN OIL & GAS, INC. director William F. Kimble reported an equity compensation grant of common stock. On June 30, 2026, he acquired 2,410 shares of common stock at $0.00 per share as a stock award under the company’s 2018 Equity Incentive Plan.
Following this grant, Kimble directly holds 21,669 common shares. This filing reflects a compensation-related share grant rather than an open-market purchase or sale.
Frantz Michael A reported acquisition or exercise transactions in this Form 4 filing.
Northern Oil & Gas director Michael A. Frantz received a grant of 2,410 shares of Common Stock. The award was made on June 30, 2026 at a stated price of $0.00 per share, reflecting a stock grant rather than a market purchase.
The shares were granted under the company’s 2018 Equity Incentive Plan and are held directly by Frantz. Following this compensation-related award, his direct ownership increased to 67,141 shares of Northern Oil & Gas common stock.