Recent 8-K filings for NOG
Highest-materiality recent filing
NOG partners with Infinity to acquire Antero Utica assets for $1.2B; NOG share $588M
- 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.
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NOG enters Canada with CA$350M Duvernay acquisition; raises FY2026 production guidance
Acquires 25% non-operated stake in Duvernay light oil assets for CA$350M (~US$259M); CA$113M in NOG stock plus CA$237M cash.
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NOG Q1 GAAP net loss $522.8M; production +10% YoY
Q1 2026 production 148,303 Boe/d (50% oil), +10% YoY; natural gas record 448,444 Mcf/d (+33% YoY)
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Northern Oil and Gas closes 7.2M share public offering, net proceeds to repay revolver
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.
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NOG Q4 production up 6% YoY to 140,064 Boe/d; free cash flow $43.2M
Q4 2025 production of 140,064 Boe/d (53% oil), up 6% YoY.
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NOG closes $464.5M Ohio Utica acquisition, upsizes credit facility to $1.8B elected commitment
Closed joint acquisition of 40% stake in Ohio Utica upstream and midstream assets from Antero; cash payment $464.5M.
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Northern Oil and Gas announces preliminary Q4 2025 results with $260-$270M non-cash impairment
Preliminary Q4 2025 non-cash impairment charge of $260-$270 million under full cost ceiling test due to lower oil prices.
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NOG partners with Infinity to acquire Antero Utica assets for $1.2B; NOG share $588M
NOG acquires 49% undivided interest in upstream ($392M) and midstream ($196M) Ohio Utica assets from Antero for total $588M cash.
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Northern Oil & Gas enters $1.6B revolving credit facility, maturing Nov 2030, borrowing base $1.8B
Fourth Amended & Restated Credit Agreement dated Nov 5, 2025; replaces June 2022 facility.
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NOG reports Q3 GAAP net loss of $129.1M; production up 8% YoY to 131,054 Boe/d
Total Q3 production 131,054 Boe/d (55% oil), up 8% from Q3 2024; oil volumes 72,348 Bbl/d, up 2.0%.
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NOG raises production guidance, closes $98.3M Uinta bolt-on, records $310-330M impairment
Q3 prod ~131 MBoe/d; raises FY25 oil guidance to 75-76.5K Bopd (from 74-76K) and total to 132.5-134K Boepd.
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Issued $725M aggregate principal of 7.875% Senior Notes due Oct 15, 2033.
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NOG launches tender for 8.125% 2028 notes, plans $725M new 2033 note offering
Tender offer for any and all 8.125% senior notes due 2028 at $1,015 per $1,000 principal, expires Sept 26, 2025.
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NOG prices $725M private offering of 7.875% senior notes due 2033
$725M aggregate principal of 7.875% senior notes due 2033 priced at par; expected close Oct 1, 2025.
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NOG Q2 production up 9% YoY; record Adjusted EBITDA of $440M, net income $99.6M
Total production 134,094 Boe/d (57% oil), up 9% YoY; oil volumes 76,944 Bbl/d, up 10.5%.
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Unrealized mark-to-market derivative gains of $65-70M; realized hedge gains of $58-63M for Q2 2025.
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Northern Oil and Gas closes $200M add-on 3.625% convertible notes offering
Issued $200M aggregate principal of 3.625% Convertible Senior Notes due 2029, including $25M option exercised by initial purchasers.
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NOG prices upsized $175M offering of 3.625% convertible notes due 2029; proceeds for buyback & hedge
Priced $175M aggregate principal (upsized from $150M) of additional 3.625% notes due 2029 at 105.597% of par.
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Plans $150M addl 3.625% convertible notes due 2029, with $22.5M greenshoe option.
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Northern Oil and Gas shareholders elect directors, ratify auditor, approve say-on-pay
Eight director nominees elected; Nicholas O'Grady received most votes (81.6M), Jennifer Pomerantz least (77.3M).
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NOG increases elected commitment to $1.6B, borrowing base reaffirmed at $1.8B
Elected commitment under credit facility rose from $1.5B to $1.6B.
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NOG Q1 2025: record production 134,959 Boe/d, net income $139M
Record total production 134,959 Boe/d (58% oil), up 13% YoY; oil volumes 78,675 Bbl/d.
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NOG Q1 hedging gains $9-10M unrealized, $11-12M realized; dividend up 7% to $0.45; $15M buyback
Unrealized mark-to-market gains on derivatives for Q1 estimated $9.0–$10.0M; realized gains $11.0–$12.0M.
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NOG Q4 production up 15% YoY to 131,777 Boe/d; generates $96.4M free cash flow
Q4 2024 production of 131,777 Boe/d (59.9% oil), up 15% from Q4 2023.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.95 · Median 0.70 · Most common event earnings