secwatch.observer — SEC 8-K summary
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Issuer:     NORTHERN OIL & GAS, INC. (NOG)
CIK:        0001104485
Form:       8-K
Filed at:   2026-07-13T12:40:55+00:00
Accession:  0001104485-26-000025
Event type: other_material
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

NOG reiterates 2026 guidance, closes Duvernay JV, boosts buyback to $243M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1104485/000110448526000025/0001104485-26-000025-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1104485/000110448526000025/nog-20260713.htm
  HTML page:      https://secwatch.observer/filing/0001104485-26-000025

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer