---
schema_version: "secwatch.filing_event.v1"
accession: "0001104485-26-000043"
form_type: "8-K"
ticker: "NOG"
cik: "0001104485"
company_name: "NORTHERN OIL & GAS, INC."
filed_at: "2026-10-13T11:42:32+00:00"
generated_at: "2026-10-13T11:45:06.982822+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# NOG Q3 update: capex $250-253M, $300-320M unrealized hedge losses, 667,989 shares repurchased

## Summary
- Q3 2026 capital expenditures estimated at $250.0-$253.0M, excluding non-budgeted acquisitions; 2026 capex guidance reiterated, spending trending toward higher end of range.
- Q3 unrealized mark-to-market derivative losses of $300.0-$320.0M; realized hedge losses of $51.0-$52.0M on crude hedges, partly offset by gas and basis hedges.
- Ground game: 19 deals closed adding ~1,060 net acres and 2.8 net wells for ~$56.5M; nearly 85% of capital deployed to Permian, Williston and Uinta basins.
- Repurchased 667,989 shares in Q3 at $23.96 average for $16.0M; ~$227.2M remaining capacity after July's $150.0M authorization increase.
- Declared $0.45 quarterly cash dividend on August 4, 2026, payable October 30, 2026; all basins met internal expectations with minimal field disruptions.

## SEC filing metadata
- accession: 0001104485-26-000043
- form_type: 8-K
- ticker: NOG
- cik: 0001104485
- company_name: NORTHERN OIL & GAS, INC.
- filed_at: 2026-10-13T11:42:32+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1104485/000110448526000043/0001104485-26-000043-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1104485/000110448526000043/nog-20261012.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104485-26-000043
- JSON: https://secwatch.observer/filing/0001104485-26-000043.json
- Plain text: https://secwatch.observer/filing/0001104485-26-000043.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.