CNX Resources Corporation. $CNX Shares Acquired by Capital Management Corp VA

Capital Management Corp VA lifted its stake in CNX Resources Corporation. (NYSE:CNX) by 9.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 393,671 shares of the oil and gas producer’s stock after buying an additional 32,404 shares during the quarter. CNX Resources makes up 2.0% of Capital Management Corp VA’s holdings, making the stock its 22nd largest position. Capital Management Corp VA’s holdings in CNX Resources were worth $12,645,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Southeast Asset Advisors LLC lifted its holdings in CNX Resources by 0.3% in the second quarter. Southeast Asset Advisors LLC now owns 2,414,955 shares of the oil and gas producer’s stock valued at $81,336,000 after acquiring an additional 6,930 shares during the period. Adage Capital Partners GP L.L.C. increased its holdings in shares of CNX Resources by 16.7% during the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 1,400,000 shares of the oil and gas producer’s stock valued at $47,152,000 after purchasing an additional 200,000 shares in the last quarter. AQR Capital Management LLC increased its holdings in shares of CNX Resources by 112.2% during the 2nd quarter. AQR Capital Management LLC now owns 1,007,486 shares of the oil and gas producer’s stock valued at $33,932,000 after purchasing an additional 532,770 shares in the last quarter. Assetmark Inc. lifted its stake in shares of CNX Resources by 1.1% in the 2nd quarter. Assetmark Inc. now owns 899,631 shares of the oil and gas producer’s stock valued at $30,300,000 after purchasing an additional 10,224 shares during the period. Finally, Ameriprise Financial Inc. boosted its holdings in CNX Resources by 1.8% during the second quarter. Ameriprise Financial Inc. now owns 661,464 shares of the oil and gas producer’s stock worth $22,278,000 after buying an additional 11,475 shares in the last quarter. 95.16% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about CNX Resources

Here are the key news stories impacting CNX Resources this week:

• Positive Sentiment: Q4 results: CNX beat earnings and sales estimates; production rose ~7.3% year-over-year and management outlined 2026 capital spending and production targets. This beat helped lift sentiment after the quarter. CNX Resources Q4 Earnings and Sales Beat Estimates, Production Up Y/Y
• Positive Sentiment: Financial detail & disclosures: The company published its press release, slide deck and call materials showing revenue and EPS above consensus and provided detailed disclosure for investors to model cash flow and returns. CNX Reports Fourth Quarter Results
• Neutral Sentiment: Guidance & hedging: Management outlined flat production for 2026 and said it is targeting roughly 80% hedging for 2027 — a risk-management move that reduces cash-flow volatility but may limit upside if prices rally. CNX Resources outlines flat 2026 production while targeting 80% hedging for 2027
• Neutral Sentiment: Earnings call transparency: Full Q4 earnings-call transcripts and presentation slides are available for investors who want to assess management commentary on capital allocation, volumes and marketing strategy. CNX Resources Corporation (NYSE:CNX) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Market reaction: Despite the beats, there was an earlier sell‑off with shares falling — suggesting some investors were disappointed by guidance, hedging levels or forward-looking remarks. That dynamic can mute the upside from a quarter-beat. CNX Resources stock falls 3.6% despite strong Q4 earnings beat
• Negative Sentiment: Peer positioning & strategy concerns: Analyst commentary highlights CNX’s exposure to Pennsylvania dry gas markets, weaker realized prices versus some peers, and lingering management trust questions — factors that could cap multiple expansion. CNX Resources: The Company Will Do Fine, But Others Will Do Better

CNX Resources Price Performance

Shares of CNX Resources stock opened at $38.76 on Friday. The stock has a market capitalization of $5.23 billion, a P/E ratio of 10.53, a PEG ratio of 0.39 and a beta of 0.63. The business has a 50 day simple moving average of $37.59 and a two-hundred day simple moving average of $33.77. CNX Resources Corporation. has a 12 month low of $27.00 and a 12 month high of $42.13. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.44 and a quick ratio of 0.31.

CNX Resources (NYSE:CNX) last issued its quarterly earnings results on Thursday, January 29th. The oil and gas producer reported $1.28 EPS for the quarter, topping the consensus estimate of $0.34 by $0.94. CNX Resources had a return on equity of 9.29% and a net margin of 28.28%.The firm had revenue of $610.48 million during the quarter, compared to analysts’ expectations of $422.65 million. During the same period in the previous year, the business earned ($0.97) earnings per share. The firm’s revenue for the quarter was up 347.0% on a year-over-year basis. As a group, analysts predict that CNX Resources Corporation. will post 2.18 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research firms have weighed in on CNX. Piper Sandler lifted their price objective on shares of CNX Resources from $24.00 to $25.00 and gave the company an “underweight” rating in a report on Wednesday. JPMorgan Chase & Co. upgraded CNX Resources from an “underweight” rating to a “neutral” rating and raised their target price for the company from $36.00 to $38.00 in a research report on Monday, December 8th. Mizuho lifted their price target on CNX Resources from $35.00 to $43.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Weiss Ratings reissued a “hold (c)” rating on shares of CNX Resources in a report on Monday, December 29th. Finally, Scotiabank reaffirmed a “sector perform” rating and set a $44.00 target price on shares of CNX Resources in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Buy rating, eight have issued a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Reduce” and a consensus price target of $35.90.

CNX Resources Company Profile

CNX Resources Corporation is a natural gas and natural gas liquids producer with operations concentrated in the Appalachian Basin. Established as an independent, publicly traded entity in 2018 following its spinoff from Consol Energy, the company focuses on the exploration, development and production of hydrocarbon resources in the Marcellus and Utica shales across Pennsylvania, West Virginia and Ohio.

In addition to its upstream activities, CNX Resources has invested in midstream infrastructure through its subsidiary that gathers, processes and transports natural gas.