DVN

Stone Ridge tables $8bn bid for Devon Energys Marcellus assets

Published: Jun 1, 2026   |  Read Original Article ↗

Article Summary

HOLD
  • Devon Energy (NYSE: DNE) has been approached by Stone Ridge Asset Management with an offer of approximately $8bn for its Marcellus shale assets, Reuters reported.
  • The approach comes after Devon Energy closed its all-stock merger worth $58bn with Coterra Energy in May, creating one of the largest independent oil and gas producers in the US.
  • Stone Ridge submitted the offer as a means to open discussions with Devon Energy regarding the position, with Devon Energy yet to make any decision.
  • The assets, predominantly focused on natural gas, comprise 190,000 net acres in Pennsylvania and were previously part of COTERRA Energy's portfolio.
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Growth Stock Metric Rating
DVN Rating
46.5
SELL

Growth Stock Scoring Breakdown

METRIC VALUE WEIGHT ANALYSIS
Sales Growth TTM ? 2.0% 25% 20.0 ptsMinimal (2.0%) - Very weak
EPS Growth Next 5Y ? 15.0% 25% 50.0 ptsMeets Minimum (15.0%) - Passes screener
Target Price Upside ? 37.2% 20% 85.0 ptsLarge Upside (37.2%) - Target: $61.60 vs Current: $44.90
Gross Margin % ? 23.3% 15% 40.0 ptsModerate (23.3%) - Adequate margins
Drawdown from 52-Wk High ? -14.8% 15% 40.0 ptsMild Pullback (-14.8%) - Light entry opportunity
Disclaimer: This rating is for informational purposes only and is not financial advice. All data sourced from Finviz. Always conduct your own research and consult with a financial advisor before making investment decisions. Past performance does not guarantee future results.

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About DVN

Energy Oil & Gas E&P 2,200 employees Oklahoma City, OK, United States
  • Devon Energy Corporation, an independent energy company, engages in the exploration, development, and production of oil, natural gas, and natural gas liquids in the United States.
  • The company operates in Delaware Basin located in southeast New Mexico and west Texas, Eagle Ford located in North America, Anadarko Basin located in western Oklahoma, Williston Basin located in North Dakota, and Powder River Basin located in Wyoming.
  • Devon Energy Corporation was founded in 1971 and is headquartered in Oklahoma City, Oklahoma.
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