Rakuten Investment Management Inc. Buys New Position in ConocoPhillips $COP

Rakuten Investment Management Inc. bought a new stake in shares of ConocoPhillips (NYSE:COP) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 93,967 shares of the energy producer’s stock, valued at approximately $8,888,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Howard Hughes Medical Institute acquired a new position in shares of ConocoPhillips in the 2nd quarter worth $25,000. Bogart Wealth LLC boosted its position in shares of ConocoPhillips by 136.8% in the 2nd quarter. Bogart Wealth LLC now owns 315 shares of the energy producer’s stock valued at $28,000 after purchasing an additional 182 shares during the period. Cedar Mountain Advisors LLC boosted its position in shares of ConocoPhillips by 58.0% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 316 shares of the energy producer’s stock valued at $30,000 after purchasing an additional 116 shares during the period. Activest Wealth Management raised its holdings in ConocoPhillips by 249.5% during the 2nd quarter. Activest Wealth Management now owns 325 shares of the energy producer’s stock worth $29,000 after buying an additional 232 shares during the period. Finally, BNP Paribas purchased a new stake in ConocoPhillips during the second quarter valued at about $33,000. Institutional investors and hedge funds own 82.36% of the company’s stock.

ConocoPhillips Price Performance

Shares of COP opened at $97.13 on Thursday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.18 and a current ratio of 1.32. The firm has a market cap of $120.03 billion, a PE ratio of 13.74, a PEG ratio of 2.82 and a beta of 0.32. ConocoPhillips has a twelve month low of $79.88 and a twelve month high of $106.20. The firm’s 50 day moving average price is $93.11 and its 200 day moving average price is $92.97.

ConocoPhillips (NYSE:COP) last released its quarterly earnings data on Thursday, November 6th. The energy producer reported $1.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.41 by $0.20. The business had revenue of $15.03 billion during the quarter, compared to analyst estimates of $14.51 billion. ConocoPhillips had a net margin of 14.25% and a return on equity of 13.64%. ConocoPhillips’s quarterly revenue was up 14.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.78 EPS. As a group, research analysts expect that ConocoPhillips will post 8.16 EPS for the current fiscal year.

ConocoPhillips Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Monday, November 17th were paid a $0.84 dividend. This represents a $3.36 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend was Monday, November 17th. This is a positive change from ConocoPhillips’s previous quarterly dividend of $0.78. ConocoPhillips’s dividend payout ratio (DPR) is 47.52%.

ConocoPhillips News Roundup

Here are the key news stories impacting ConocoPhillips this week:

• Positive Sentiment: Capital One raised its price target on COP to $116 (from $111) while keeping an “equal weight” rating — the higher target implies meaningful upside vs. the current share level and likely supported buying interest. Capital One Adjusts Price Target on ConocoPhillips to $116
• Positive Sentiment: Western Midstream announced new commercial deals involving Occidental and ConocoPhillips — agreements that can improve takeaway capacity and logistics for production, a modest operational positive for COP. Western Midstream Secures New Deals with Occidental, ConocoPhillips
• Neutral Sentiment: Coverage on Alaska’s energy activity highlights longer‑term production upside in the region near Iñupiaq communities; relevant for longer‑term reserves/exposure but not an immediate catalyst. Alaska’s oil renaissance has arrived at the doorstep of an Iñupiaq village
• Neutral Sentiment: Analyst commentary and deeper research pieces (e.g., Seeking Alpha) discuss COP’s capital efficiency and dividend story versus oversupply risks — useful context for fundamentals but mixed in directional impact. ConocoPhillips: Oversupply Risks Meet Capital Efficiency And Secure Growth/Dividend Story
• Negative Sentiment: JPMorgan downgraded COP from “Overweight” to “Neutral” (Arun Jayaram) — a notable analyst downgrade that can pressure sentiment and limit near‑term buying from institutions tracking analyst ratings. ConocoPhillips (COP) Downgraded at JPMorgan
• Negative Sentiment: Coverage flagged legal and security risks tied to a potential Conoco return to Venezuela, including a reported $12 billion dispute and incidents cited in media — a material geopolitical/legal overhang if exposures escalate. Kidnapping and $12 Billion Battle Hang Over Conoco Return to Venezuela
• Negative Sentiment: Short‑term weakness showed up in market coverage (Zacks noted a larger intraday dip vs. the broader market), reflecting volatility after the mix of news and analyst moves. ConocoPhillips (COP) Sees a More Significant Dip Than Broader Market

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on COP. Mizuho boosted their price target on shares of ConocoPhillips from $120.00 to $121.00 and gave the company an “outperform” rating in a report on Friday, December 12th. Susquehanna reduced their target price on ConocoPhillips to $113.00 and set a “positive” rating for the company in a report on Monday, October 20th. Jefferies Financial Group reiterated a “buy” rating on shares of ConocoPhillips in a report on Monday, December 15th. Morgan Stanley reduced their price objective on ConocoPhillips from $122.00 to $117.00 and set an “overweight” rating for the company in a research note on Thursday, November 20th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of ConocoPhillips in a research report on Monday, December 29th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $110.78.

Insider Activity at ConocoPhillips

In other news, Director William H. Mcraven acquired 5,768 shares of ConocoPhillips stock in a transaction dated Monday, November 10th. The stock was acquired at an average cost of $86.68 per share, for a total transaction of $499,970.24. Following the completion of the purchase, the director owned 5,768 shares of the company’s stock, valued at $499,970.24. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Ryan Michael Lance sold 500,708 shares of the firm’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $92.50, for a total transaction of $46,315,490.00. Following the completion of the transaction, the chief executive officer owned 325,972 shares in the company, valued at $30,152,410. The trade was a 60.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.24% of the stock is currently owned by insiders.

ConocoPhillips Profile

ConocoPhillips (NYSE: COP) is a Houston-based international energy company focused on exploration and production of oil and natural gas. Formed in 2002 through the merger of Conoco Inc and Phillips Petroleum Company, the firm operates as an independent upstream company that explores for, develops and produces crude oil, natural gas and natural gas liquids across a portfolio of global assets.

The company’s activities span conventional and unconventional resources and include onshore and offshore operations in multiple regions around the world.