Back to top

Image: Bigstock

Devon Energy Gains From Multi-basin Portfolio, Strategic Acquisition

Read MoreHide Full Article

Key Takeaways

  • Devon Energy leverages a high-margin multi-basin portfolio with oil, gas and NGL exposure to drive output.
  • DVN closed the Grayson Mill Williston Basin deal, tripling production to 150,000 Boe/d.
  • Devon Energy generated over $2B free cash flow in 2025, funding dividends and buybacks with $200-$300M.

Devon Energy (DVN - Free Report) has been gaining from a top-notch multi-basin portfolio, debt and cost management, generation of free cash flow and acquisitions that boost expansion and production.

Long-term (three to five years) earnings growth of the company is projected at 3.28%.

DVN’s Tailwinds

Devon Energy operates a multi-basin portfolio and prioritizes high-margin assets with substantial long-term growth potential. The company also benefits from a diversified commodity mix, maintaining balanced exposure to oil, natural gas and natural gas liquids. Supported by continued investments in higher-margin U.S. oil-producing regions, Devon Energy continues to deliver strong hydrocarbon production volumes.

DVN continues to expand its operation through acquisitions that boost its production and expand its asset base in high production regions. The closure of the acquisition of Grayson Mill Energy’s Williston Basin business increased Devon Energy’s net acre position in this basin to 430,000, which tripled the production volume to150,000 barrels of oil equivalents per day (Boe/d).

Devon Energy generates free cash flow that provides liquidity to pay dividends, share buybacks and debts payment. DVN generated more than $2 billion in free cash flow in 2025 and used $1.27 billion for share buybacks and dividend payments. In the long term, subject to the board’s approval, the company plans to buy back shares in the range of $200-$300 million per quarter.

The company projects capital expenditures of $3.5 to $3.7 billion during 2026 to strengthen its operations. It has been making strategic investments to upgrade and expand assets. A decline in interest rates will also benefit the company.

DVN’s Headwinds

Devon Energy’s operations are subject to federal, state and tribal rules and regulations. Adherence to any changes in existing rules and regulations could further increase the cost of running the operation and adversely impact the business of the company.

Devon Energy has a stake in some properties, which are being operated by third parties. As a result, the company has limited control over these operations or the fate of their future development.

Price Performance of DVN

In the past three months, Devon Energy’s shares have gained 11.0% against the industry’s 1.1% decline.

 

Zacks Investment Research
Image Source: Zacks Investment Research

Zacks Rank & Stocks to Consider

Devon Energy currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the same sector include Cenovus Energy (CVE - Free Report) , TechnipFMC (FTI - Free Report) and W&T Offshore (WTI - Free Report) . While CVE currently sports a Zacks Rank #1 (Strong Buy), FTI and WTI carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
 
CVE, FTI and WTI dividend yields are 3.49%,0.40% and 2.58%, respectively.

The Zacks Consensus Estimate for 2026 earnings per share of Cenovus Energy, TechnipFMC and W&T Offshore is up 4.41%,1.11% and 4.35%, respectively, in the past 60 days.

Published in