{"filings":[{"id":2493160,"accession_number":"0001193125-26-368292","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-08-26T20:05:18+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Northern Oil & Gas issues $500M of 7.5% senior notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M aggregate principal of 7.500% Senior Notes due 2034 under indenture with Wilmington Trust.","Notes mature Sept 1, 2034; interest payable semi-annually Mar 1 and Sep 1, starting Mar 1, 2027.","Up to 40% redeemable before Sept 1, 2029 at 107.5% with equity offering proceeds; make-whole redemption also available.","Change of control triggers repurchase at 101% plus accrued interest.","Covenants limit additional debt, dividends, asset sales, investments, liens; terminate if investment grade."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2356716,"accession_number":"0001193125-26-357053","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-08-19T20:49:16+00:00","items":["8.01","9.01"],"status":"ready","headline":"Northern Oil & Gas prices $500M of 7.500% senior notes due 2034 at par","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $500M aggregate principal of 7.500% senior notes due 2034 at par.","Offering expected to close August 26, 2026, subject to customary conditions.","Net proceeds to repay a portion of outstanding borrowings under revolving credit facility; remainder for general corporate purposes.","Notes offered privately under Rule 144A and Regulation S; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2337316,"accession_number":"0001193125-26-356160","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-08-19T11:43:16+00:00","items":["8.01","9.01"],"status":"ready","headline":"NOG plans $500M private offering of senior notes due 2034 to repay revolver","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M aggregate principal of senior notes due 2034 in private offering under Rule 144A and Regulation S.","Net proceeds to repay outstanding revolving credit facility borrowings; remainder for general corporate purposes.","Notes unregistered; offered only to qualified institutional buyers and non-U.S. persons.","NOG describes itself as largest publicly traded dedicated non-operator in the United States."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2105891,"accession_number":"0001104485-26-000030","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-08-06T20:07:15+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q2 2026: net income $236.6M, production 145,659 Boe/d (+9% YoY), record gas output","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $236.6M, Adjusted EBITDA $401.0M, Adjusted Net Income $122.5M.","Total production 145,659 Boe/d (47% oil), up 9% YoY.","Record natural gas production 464,330 Mcf/d, up 35% YoY and 3.5% QoQ."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1592597,"accession_number":"0001104485-26-000025","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-07-13T12:40:55+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG reiterates 2026 guidance, closes Duvernay JV, boosts buyback to $243M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q2 oil production 67.5-68.25 Mbo/d; capex $190-200M; reiterates 2026 guidance.","Closed Duvernay JV on June 1 for CA$237M cash + 3.7M shares at $22.06/share.","Repurchased 2.95M shares (~3% of outstanding) at avg $20.37; board added $150M to buyback, total ~$243M.","Ground game: 30 deals, 2,300+ net acres, 6.2 net wells, ~$45M deployed.","Q2 unrealized hedge gains $155-160M; realized hedge losses $85-90M; ~7,000 Boe/d shut-in due to Waha pricing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":788076,"accession_number":"0001193125-26-252586","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-06-02T12:21:20+00:00","items":["8.01","9.01"],"status":"ready","headline":"NOG files resale prospectus for 3.7M shares issued in Parallax Acquisition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed prospectus supplement to register resale of 3,689,413 shares of common stock issued to Parallax Energy Operating Inc. as consideration.","Parallax Acquisition is an asset purchase under agreement dated May 22, 2026, with NOG Energy Canada Ltd. as buyer subsidiary.","Registration rights agreement obligates NOG to file this prospectus supplement; shares may be resold by the selling stockholder."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":778356,"accession_number":"0001193125-26-251470","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-06-01T20:19:40+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"NOG completes Parallax acquisition for CA$237M cash and 3.7M shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed acquisition of oil and gas properties from Parallax Energy Operating for CA$237M cash plus 3,689,413 shares.","Cash consideration includes a CA$37.5M deposit; funded with cash on hand, free cash flow, and credit facility.","Issued 3,689,413 shares of common stock as stock consideration in reliance on Section 4(a)(2) exemption.","Entered into Registration Rights Agreement for resale of the stock consideration on Form S-3ASR.","Transaction was previously announced on May 22, 2026; closing reflects no material changes to terms."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":667637,"accession_number":"0001104485-26-000023","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-05-26T20:08:21+00:00","items":["5.07"],"status":"ready","headline":"Shareholders elect all 7 directors, ratify Deloitte & Touche, approve executive compensation at May 21 meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 7 director nominees (Akradi, Bromiley, Frantz, Kimble, Lasher, O'Grady, Pomerantz) elected with substantial for votes; broker non-votes of 11,512,850.","Ratification of Deloitte & Touche as independent auditor for fiscal 2026 approved with 95,171,334 for, 231,128 against, 332,143 abstain.","Non-binding advisory vote on named executive officer compensation passed with 80,671,263 for, 2,986,714 against, 563,778 abstain, and 11,512,850 broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":648836,"accession_number":"0001193125-26-237800","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-05-26T10:39:43+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"NOG enters Canada with CA$350M Duvernay acquisition; raises FY2026 production guidance","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquires 25% non-operated stake in Duvernay light oil assets for CA$350M (~US$259M); CA$113M in NOG stock plus CA$237M cash.","Assets include ~4,000 Boe/d (80% light oil), 75,000 net acres, ~500 gross locations with <$50 WTI breakevens.","Effective date April 1, 2026; expected close late Q2 2026; long-term joint development agreement with Parallax.","FY2026 production guidance raised to 143-148 MBoe/d (from 139-143); oil production 71.5-73.5 MBbl/d; capex unchanged $850-900M.","Transaction expected to be leverage neutral near term and accretive to TEV/EBITDA, EPS, FCF per share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91324,"accession_number":"0001104485-26-000017","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q1 GAAP net loss $522.8M; production +10% YoY","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Q1 2026 production 148,303 Boe/d (50% oil), +10% YoY; natural gas record 448,444 Mcf/d (+33% YoY)","GAAP net loss $522.8M; adjusted EBITDA $342.5M; adjusted net income $74.7M","Record natural gas production driven by 33% increase from Q1 2025"],"consensus_eps_estimate":null,"consensus_eps_actual":-5.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":5029000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101326,"accession_number":"0001193125-26-106187","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Northern Oil and Gas closes 7.2M share public offering, net proceeds to repay revolver","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed underwritten public offering of 7,207,208 shares of common stock; underwriter has 30-day option for up to 1,081,081 additional shares.","Net proceeds will be used for general corporate purposes, including repayment of revolving credit facility borrowings.","BofA Securities acted as sole underwriter; offering made via prospectus supplement dated March 11, 2026.","Legal opinion from Kirkland & Ellis on the offering filed as Exhibit 5.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101325,"accession_number":"0001104485-26-000005","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q4 production up 6% YoY to 140,064 Boe/d; free cash flow $43.2M","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Q4 2025 production of 140,064 Boe/d (53% oil), up 6% YoY.","Record natural gas production of 392,163 Mcf/d, up 24% YoY.","GAAP cash flow from operations of $312.6M; adjusted cash flow was $316.6M.","Capital expenditures of $270.2M (excl. non-budgeted acquisitions); free cash flow $43.2M.","Provided detailed 2026 guidance (specifics not shown in excerpt)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":2475723000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101324,"accession_number":"0001193125-26-064523","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["1.01","2.01","2.03","7.01","9.01"],"status":"ready","headline":"NOG closes $464.5M Ohio Utica acquisition, upsizes credit facility to $1.8B elected commitment","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed joint acquisition of 40% stake in Ohio Utica upstream and midstream assets from Antero; cash payment $464.5M.","Original 49% stake reduced to 40% via amendment; INR holds 60%.","Revolving credit facility borrowing base increased to $1.975B, elected commitment to $1.8B, adding $200M liquidity.","Acquisition funded with cash on hand, operating cash flow, and credit facility borrowings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101323,"accession_number":"0001104485-26-000002","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Northern Oil and Gas announces preliminary Q4 2025 results with $260-$270M non-cash impairment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q4 2025 non-cash impairment charge of $260-$270 million under full cost ceiling test due to lower oil prices.","Record 33 ground game transactions in Q4 deployed ~$77M, adding 1.2 net wells and over 6,000 net acres.","Estimated unrealized mark-to-market gains on derivatives of $84-$88 million in Q4.","Realized hedge gains estimated at $70-$72 million driven by natural gas, crude oil and basis hedges.","Added hedges for 2026: over 45,000 bbl/day oil hedged for H1 2026 and over 40,000 bbl/day for full year."],"consensus_eps_estimate":null,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":2475723000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117692,"accession_number":"0001193125-25-310561","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"NOG partners with Infinity to acquire Antero Utica assets for $1.2B; NOG share $588M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["NOG acquires 49% undivided interest in upstream ($392M) and midstream ($196M) Ohio Utica assets from Antero for total $588M cash.","Upstream includes ~35,000 net acres, expected 2026 production ~65 MMcfe/day (92% gas) with <15% decline and 30%+ CAGR through end of decade.","Midstream comprises 140+ miles gathering pipelines, compression, 90 miles water systems; expected to contribute 19% of ~$100M 2026 cash flow net to NOG.","Closing expected by end of Q1 2026; effective date July 1, 2025; NOG placed $58.8M escrow deposit.","Average annual capital expected ~$100M with one rig program; midstream cash flows expected to grow 140% through end of decade."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117691,"accession_number":"0001104485-25-000161","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Northern Oil & Gas enters $1.6B revolving credit facility, maturing Nov 2030, borrowing base $1.8B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Fourth Amended & Restated Credit Agreement dated Nov 5, 2025; replaces June 2022 facility.","Initial elected commitment $1.6B; initial borrowing base $1.8B; maturity Nov 5, 2030.","Maximum aggregate credit amount $3.5B; includes revolving loans, LC, and optional term loans.","Financial covenants: total net debt/EBITDAX ≤ 3.50x; current ratio ≥ 1.00x.","Secured by ≥85% of proved reserves value and first-priority lien on substantially all assets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117690,"accession_number":"0001104485-25-000156","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG reports Q3 GAAP net loss of $129.1M; production up 8% YoY to 131,054 Boe/d","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total Q3 production 131,054 Boe/d (55% oil), up 8% from Q3 2024; oil volumes 72,348 Bbl/d, up 2.0%.","GAAP net loss of $129.1 million; Adjusted Net Income of $101.8 million.","Adjusted EBITDA of $387.1 million; record Appalachian volumes of 135.9 MMcf/d.","No guidance update provided in the release."],"consensus_eps_estimate":null,"consensus_eps_actual":1.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":1865545000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117689,"accession_number":"0001104485-25-000150","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG raises production guidance, closes $98.3M Uinta bolt-on, records $310-330M impairment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 prod ~131 MBoe/d; raises FY25 oil guidance to 75-76.5K Bopd (from 74-76K) and total to 132.5-134K Boepd.","Acquired ~1,000 net royalty acres in Uinta for $98.3M; adds 400+ gross locations; accretive to EPS and FCF.","Ground game: $59.8M deployed in 22 transactions adding ~2,500 net acres and 5.8 net wells.","Expects $310-330M non-cash impairment charge in Q3 on full-cost ceiling test; no cash flow impact.","Realized hedge gains ~$55.4M in Q3; increased hedge positions for Q4 2025 and 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":1.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":1865545000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117688,"accession_number":"0001193125-25-226774","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Northern Oil and Gas issues $725M 7.875% senior notes due 2033; tenders $684.9M of 8.125% notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $725M aggregate principal of 7.875% Senior Notes due Oct 15, 2033.","Used portion of proceeds to accept $684.9M of outstanding 8.125% Notes due 2028 via tender offer.","Interest on new notes payable semi-annually Apr 15 and Oct 15 starting Apr 15, 2026.","Optional redemption: up to 40% before Oct 15, 2028 at 107.875% with equity offering proceeds; make-whole prior to Oct 15, 2028, then step-down.","Change of control triggers repurchase at 101% plus accrued interest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134125,"accession_number":"0001193125-25-211603","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NOG prices $725M private offering of 7.875% senior notes due 2033","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$725M aggregate principal of 7.875% senior notes due 2033 priced at par; expected close Oct 1, 2025.","Net proceeds to fund purchase of outstanding 8.125% senior notes due 2028 via concurrent tender offer.","Remaining proceeds may be used for general corporate purposes, including repayment of revolving credit facility.","Tender offer conditioned on completion of note offering; offering not conditioned on tender offer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134124,"accession_number":"0001193125-25-210139","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"NOG launches tender for 8.125% 2028 notes, plans $725M new 2033 note offering","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Tender offer for any and all 8.125% senior notes due 2028 at $1,015 per $1,000 principal, expires Sept 26, 2025.","Company intends to offer $725M aggregate principal of new senior notes due 2033 in a private placement.","Net proceeds from new notes, plus cash/credit, to fund tender and potential redemption of 2028 notes.","Tender offer conditioned on consummation of new notes offering; offering not conditioned on tender.","If ≤10% of 2028 notes remain after tender, expected redemption at tender price; if >10%, redemption on/after Mar 1, 2026 at par."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134123,"accession_number":"0001104485-25-000140","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q2 production up 9% YoY; record Adjusted EBITDA of $440M, net income $99.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total production 134,094 Boe/d (57% oil), up 9% YoY; oil volumes 76,944 Bbl/d, up 10.5%.","Record Adjusted EBITDA $440.4M; GAAP net income $99.6M; Adjusted Net Income $136.3M.","Record Appalachian volumes 123.5 MMcf/d; Uinta volumes up >18.5% sequentially.","Guided 2025 production and capex updated in conjunction with Q2 results."],"consensus_eps_estimate":null,"consensus_eps_actual":2.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":1308908000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134122,"accession_number":"0001104485-25-000135","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q2 update: $65-70M hedging gains, $112-120M impairment, $81.7M legal settlement, 22 ground game deals","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Unrealized mark-to-market derivative gains of $65-70M; realized hedge gains of $58-63M for Q2 2025.","Non-cash impairment charge of $112-120M under full-cost ceiling test due to lower oil prices.","22 ground game transactions added 4.8 net wells and ~2,600 net acres for $23.8M initial capital.","Legal settlement with ND operator yields ~$81.7M revenue; net cash of $48.6M expected in Q3 2025.","Hedge positions: >50,000 bbl/d oil and >200 MMBtu/d gas hedged for H2 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150873,"accession_number":"0001104485-25-000117","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Northern Oil and Gas closes $200M add-on 3.625% convertible notes offering","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $200M aggregate principal of 3.625% Convertible Senior Notes due 2029, including $25M option exercised by initial purchasers.","Notes issued at 105.597% of principal; conversion price ~$37.06 per share, representing a ~19% premium over last sale.","Entered capped call transactions to reduce dilution, with cap price ~$50.87 per share, 63% above June 12, 2025 closing.","Notes are additional series under existing $500M 3.625% notes indenture; trade as one class with identical terms after de-legending.","Obtained revolving credit facility waiver to avoid automatic borrowing base reduction upon offering consummation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150872,"accession_number":"0001104485-25-000112","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NOG prices upsized $175M offering of 3.625% convertible notes due 2029; proceeds for buyback & hedge","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $175M aggregate principal (upsized from $150M) of additional 3.625% notes due 2029 at 105.597% of par.","Net proceeds ~$178.4M; ~$14.8M for capped call hedge, up to $35M to repurchase up to 1.1M shares.","Conversion price ~$37.06/share (19% premium to $31.15 close); capped call cap at $50.87/share.","Notes issued under same indenture as existing $500M notes; settlement expected June 17, 2025.","Initial purchasers granted option to buy additional $25M of notes (greenshoe)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150871,"accession_number":"0001104485-25-000109","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NOG announces $150M reopening of 3.625% convertible notes due 2029; uses proceeds for stock buyback and cap","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Plans $150M addl 3.625% convertible notes due 2029, with $22.5M greenshoe option.","Proceeds partly to repurchase common stock; entry into capped call to offset dilution above $50.87.","Remaining net proceeds initially repay revolver; general corporate purposes.","New notes issued under same indenture as $500M series originally issued Oct 2022.","Capped call transactions with initial purchasers expected to limit dilution upon conversion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150870,"accession_number":"0001104485-25-000106","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Northern Oil and Gas shareholders elect directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Eight director nominees elected; Nicholas O'Grady received most votes (81.6M), Jennifer Pomerantz least (77.3M).","Deloitte & Touche ratified as auditor for FY2025: 89.7M for, 114.6K against, 38.4K abstain.","Advisory vote on executive compensation approved: 73.3M for, 8.3M against, 248K abstain, 7.9M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150869,"accession_number":"0001104485-25-000103","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"NOG increases elected commitment to $1.6B, borrowing base reaffirmed at $1.8B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Elected commitment under credit facility rose from $1.5B to $1.6B.","Borrowing base reaffirmed at $1.8B in semi-annual redetermination.","CIBC Capital Markets joined as a lender under the Credit Agreement.","Credit agreement dated June 7, 2022 with Wells Fargo as administrative agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150868,"accession_number":"0001104485-25-000097","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q1 2025: record production 134,959 Boe/d, net income $139M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record total production 134,959 Boe/d (58% oil), up 13% YoY; oil volumes 78,675 Bbl/d.","GAAP net income $139.0M; Adjusted Net Income $133.4M; record Adjusted EBITDA $434.7M.","Record Appalachian volumes 113.5 Mmcfe/d; Uinta volumes up >15% from prior quarter.","Strong well performance and SM Energy operatorship drove results."],"consensus_eps_estimate":null,"consensus_eps_actual":1.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":602098000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150867,"accession_number":"0001104485-25-000094","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-04-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q1 hedging gains $9-10M unrealized, $11-12M realized; dividend up 7% to $0.45; $15M buyback","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Unrealized mark-to-market gains on derivatives for Q1 estimated $9.0–$10.0M; realized gains $11.0–$12.0M.","Declared $0.45 per share dividend (7% increase), payable April 30, 2025.","Repurchased 499,100 shares at avg $30.07, totaling $15M YTD; total returns ~$57M.","Added substantial hedges for 2025-2027; converted natural gas collars to fixed swaps."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169809,"accession_number":"0001104485-25-000035","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q4 production up 15% YoY to 131,777 Boe/d; generates $96.4M free cash flow","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 production of 131,777 Boe/d (59.9% oil), up 15% from Q4 2023.","GAAP cash flow from operations of $290.3M; adjusted cash flow (excl. working capital) of $358.9M.","Capital expenditures of $258.9M (excl. non-budgeted acquisitions); Free Cash Flow of $96.4M.","Company issues detailed 2025 guidance with production and capex outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":5.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":2225728000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169808,"accession_number":"0001104485-25-000032","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG reports Q4 production high end of guidance; $40M Midland bolt-on; initial 2025 capex $1.05-1.20B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 production estimated 131-132 MBoe/d, oil volumes up ~11% sequentially despite forest fire and curtailment disruptions.","Signed $40M definitive agreement for 2,275 net acres in Midland Basin; closing expected Q2 2025.","Q4 ground game and leasehold acquisitions totaled $27M across 14 transactions.","Initial 2025 guidance: production 130-135 MBoe/d, oil 75-79 MBbl/d; capital budget $1.05-1.20B.","Net wells TIL estimated 87-91 for 2025; 106-110 net well spuds anticipated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169807,"accession_number":"0001104485-25-000028","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG raises quarterly dividend to $0.45/share, up 12.5% YoY; repurchased 693,658 shares in Q4","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend $0.45/share, payable Apr 30, record Mar 28, 12.5% increase YoY and 7% from prior quarter.","Plans to maintain $0.45 quarterly dividend throughout 2025 absent material changes.","Repurchased 693,658 shares in Q4 at avg $36.28; full-year 2024 repurchased 2,535,391 shares at $37.27.","Total 2024 shareholder returns ~$260M from dividends and repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186867,"accession_number":"0001104485-24-000230","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-12-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Northern Oil and Gas appoints CEO Nicholas O'Grady to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Nicholas O'Grady appointed to the Board on December 18, 2024.","O'Grady has been CEO since January 2020; previously CFO since June 2018.","No additional compensation for board service; no committee assignments at this time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186866,"accession_number":"0001104485-24-000211","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q3: Record oil production 70,913 Bbl/d; net income $298.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record oil volumes of 70,913 Bbl/d, total production 121,815 Boe/d (up 19% YoY).","GAAP net income of $298.4M, Adjusted Net Income of $141.1M.","Adjusted EBITDA of $412.4M.","Only 9.5 net turn-in-lines during the quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":4.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":1710751000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186865,"accession_number":"0001104485-24-000202","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG reports record oil output in Q3, ups dividend 5%, reaffirms 2024 guidance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated Q3 production 121.6-121.8 MBoe/d; oil production record at ~70,775-70,925 Bbl/d (58.1-58.3% of total).","Net wells TIL dropped to 9.5 (down ~70% sequentially) but D&C list grew to 52.2 net wells (+11.2 from Q2).","Dividend increased 5% to $0.42/share payable Oct 31; repurchased 397,301 shares at $36.38 avg in Q3.","Hedged over 54,650 Bbl/d oil and 195,000 MMBtu/d gas for Q4 2024; unrealized mark-to-market gains ~$208-209M.","Reiterated 2024 production and capex guidance; closed Point and XCL acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186864,"accession_number":"0001104485-24-000185","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["2.01","1.01","7.01","9.01"],"status":"ready","headline":"NOG closes $511.2M Uinta Basin acquisition; adds ~15,800 net acres","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["NOG acquired 20% undivided interest in Uinta Basin assets from XCL Resources for $511.2M cash.","Acquisition includes ~15,800 net acres and ~116 net undeveloped locations with over a decade of Tier 1 inventory.","SM Energy is operator of substantially all assets under joint development agreements.","Closing includes previously announced Altamont Energy assets; funded in part by $25.5M deposit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203402,"accession_number":"0001104485-24-000144","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG reports record Q2 production 123,342 boe/d, GAAP net income $138.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly production of 123,342 Boe/d (57% oil), up 3% QoQ and 36% YoY.","GAAP net income $138.6M; Adjusted Net Income $147.8M; Adjusted EBITDA $413.1M.","Updates 2024 guidance; production and cost outlook revised (details in release).","Strong operational performance driven by Permian and Williston basin assets."],"consensus_eps_estimate":null,"consensus_eps_actual":1.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":957113000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203401,"accession_number":"0001104485-24-000142","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG plans 5% dividend increase to $0.42/share and new $150M buyback authorization","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Repurchased 895,076 shares in Q2 2024 at avg price $38.96; 1,444,432 in H1 at avg $37.99.","Board approved new $150M share repurchase authorization, replacing prior substantially depleted program.","Management to recommend 5% mid-year dividend increase to $0.42 per share for Q3 2024.","Total capital allocated to shareholder returns ~$135M in H1 2024 ($55M buybacks + $80M dividends)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219794,"accession_number":"0001193125-24-172411","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-06-28T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Northern Oil and Gas to acquire 20% Uinta Basin stake from XCL for $510M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["NOG to pay approximately $510M cash for 20% undivided interest in Uinta Basin oil and gas assets from XCL.","Acquisition made in conjunction with SM Energy Company under a Cooperation Agreement dated June 27, 2024.","Assets are located in Utah; sellers include XCL AssetCo, XCL Marketing, Wasatch Water Logistics, XCL Resources, XCL SandCo.","Purchase price subject to customary adjustments; no expected close date specified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219793,"accession_number":"0001104485-24-000118","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-05-28T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Northern Oil and Gas stockholders elect directors, ratify auditor, approve charter amendment, endorse say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected; votes for ranged from 77.1M (Pomerantz) to 86.5M (Easley).","Ratification of Deloitte & Touche as auditor approved: 94.5M for, 268k against, 27k abstain.","Amendment to Restated Certificate of Incorporation to add shares approved: 94.0M for, 650k against, 112k abstain.","Nonbinding advisory vote on executive compensation approved: 72.0M for, 14.1M against, 648k abstain (8.1M broker non-votes)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219792,"accession_number":"0001104485-24-000112","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-04-30T23:59:59+00:00","items":["1.01","2.02","2.03","9.01"],"status":"ready","headline":"NOG Q1 2024: record production 119,436 Boe/d, Adj. Net Income $130.5M, credit facility commitment increased to $1.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly production 119,436 Boe/d (59% oil), up 4% QoQ and 37% YoY.","GAAP net income $11.6M; Adjusted Net Income $130.5M; Adjusted EBITDA $387.0M.","Credit facility borrowing base remains $1.8B; elected commitment increased to $1.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":396348000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219791,"accession_number":"0001104485-24-000108","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-04-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG reports Q1 hedging realized gains $19.1M, repurchases 549K shares at $36.42","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Realized hedging gains of $19.1M for Q1 2024; unrealized mark-to-market losses of $146.2M.","Repurchased 549,356 shares at weighted average price of $36.42 per share.","Remaining stock repurchase authorization of $67.5M as of Q1 end.","CEO Nick O'Grady says buybacks offer compelling use of excess cash flow."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239569,"accession_number":"0001104485-24-000042","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q4 production up 45% YoY to 114,363 Boe/d; cash flow from ops up 56%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 production 114,363 Boe/d (60.2% oil), +45% YoY.","GAAP cash flow from operations $342.4M; adjusted $365.9M (+56% YoY).","Capital expenditures $260.0M (excl. non-budgeted acquisitions).","Free Cash Flow (non-GAAP) $103.6M, +19% YoY.","Provided detailed 2024 guidance; full year financials not detailed."],"consensus_eps_estimate":null,"consensus_eps_actual":10.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":2166259000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239568,"accession_number":"0001104485-24-000039","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-02-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q4 production 114.4 Mboe/d, guides 20% YoY growth in 2024 on flat capex","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 production 114.4 Mboe/d (+12% QoQ); 2023 annual ~98.8 Mboe/d (high end of guidance).","Q4 capex ~$260M, including $25M Ground Game acquisitions; 2024 capex budget $825-$900M.","Preliminary 2024 guidance: production 115,000-120,000 boe/d; oil 70,000-73,000 bbl/d; ~20% YoY growth.","Mascot project: 17 gross wells TIL early Q2 2024, another 12 in Q3; ~10% well cost reduction expected.","Q1 2024 production expected slightly lower than Q4 due to weather, seasonal slowdown, Mascot curtailments."],"consensus_eps_estimate":null,"consensus_eps_actual":10.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":2166259000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239567,"accession_number":"0001104485-24-000030","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2024-01-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"NOG enters into new employment agreements with five executives; discloses 2023 comp plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreements with CEO Nicholas O'Grady (base salary $850k), Adam Dirlam, Chad Allen, James Evans, and Erik Romslo; 5-year initial term with auto-renewal.","CIC severance: 2x base salary + COBRA + immediate vesting of time-vested equity; non-CIC severance: similar with pro-rata equity vesting.","2023 short-term incentive: cash bonus weighted equally on Adjusted EBITDA, ROCE, and individual performance.","Long-term incentives: service-based RSUs and performance awards tied to absolute/relative TSR (3yr) and compound equity growth (5yr)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257097,"accession_number":"0001104485-23-000185","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG reports Q3 record production of 102,327 Boe/day; adj. net income $161M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly production of 102,327 Boe/day (62% oil), up 13% from Q2 and 29% YoY.","GAAP net income $26.1M; Adjusted Net Income $161.2M; Adjusted EBITDA $385.5M.","Third quarter marks new production record, highlighting operational momentum."],"consensus_eps_estimate":null,"consensus_eps_actual":5.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":1372742000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257096,"accession_number":"0001104485-23-000182","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NOG Q3 preliminary: capex $215-218M; ground game adds 5.7 net locations; D&C record 74.2 wells","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 capital expenditures expected $215-218M, driven by Ground Game success and acceleration of organic development.","Ground Game: 8 transactions in Q3 adding 5.7 net drilling locations and 514 net acres; YTD 31 deals.","Gross consents up 35% sequentially; net wells turned in-line 22.6 vs 13.8 in Q2 (up 64%).","DD&A rate expected $14.20-$14.25/Boe, up from Q2 due to Novo acquisition.","Mark-to-market loss on derivatives ~$205M; net settled gain ~$5M; added hedges for 2.4 MMBoe oil and 10.9 MMBtu gas."],"consensus_eps_estimate":null,"consensus_eps_actual":5.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":1372742000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257095,"accession_number":"0001193125-23-256072","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2023-10-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Northern Oil & Gas closes public offering of 7.475M shares; proceeds to pay down debt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed public offering of 6.5M shares plus fully exercised over-allotment of 975K shares (total 7.475M shares).","Proceeds used for general corporate purposes including repayment of revolving credit facility borrowings.","Underwriting agreement with Citigroup Global Markets Inc. as representative of underwriters.","Offering closed October 13, 2023; over-allotment shares close expected October 17."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274420,"accession_number":"0001104485-23-000147","cik":1104485,"company_name":"NORTHERN OIL & GAS, INC.","ticker":"NOG","form_type":"8-K","filed_at":"2023-08-15T23:59:59+00:00","items":["2.01","1.01","7.01","9.01"],"status":"ready","headline":"NOG closes $468.4M acquisition of 1/3 interest in Novo Delaware Basin assets","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["NOG paid $468.4M in cash (funded in part by $37.5M deposit) for undivided 1/3 interest in Novo assets.","Earthstone Energy will become operator of substantially all the acquired assets.","Transaction includes multi-year development plan under joint operating and cooperation agreements.","Closing settlement net of preliminary adjustments; subject to post-closing settlements between parties.","Assets are in Northern Delaware Basin from EnCap portfolio company Novo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2258640479.0890775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-08-15T23:59:59+00:00|274420"}