secwatch.observer — SEC 8-K summary
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Issuer:     NORTHERN OIL & GAS, INC. (NOG)
CIK:        0001104485
Form:       8-K
Filed at:   2026-10-13T11:42:32+00:00
Accession:  0001104485-26-000043
Event type: earnings
Sentiment:  neutral
Materiality: 0.55
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1104485/000110448526000043/0001104485-26-000043-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1104485/000110448526000043/nog-20261012.htm
  HTML page:      https://secwatch.observer/filing/0001104485-26-000043

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