KeyCorp Analysts Reduce Earnings Estimates for BKV

BKV Corporation (NYSE:BKV) – KeyCorp reduced their Q2 2026 earnings per share (EPS) estimates for BKV in a note issued to investors on Wednesday, April 1st. KeyCorp analyst T. Rezvan now expects that the company will post earnings of $0.35 per share for the quarter, down from their prior forecast of $0.40. KeyCorp has a “Overweight” rating and a $35.00 price objective on the stock. The consensus estimate for BKV’s current full-year earnings is ($1.82) per share. KeyCorp also issued estimates for BKV’s Q3 2026 earnings at $0.77 EPS, Q4 2026 earnings at $0.54 EPS, Q2 2027 earnings at $0.39 EPS and Q3 2027 earnings at $0.83 EPS.

A number of other brokerages have also weighed in on BKV. Mizuho lifted their price objective on BKV from $33.00 to $36.00 and gave the company an “outperform” rating in a report on Friday, December 12th. Weiss Ratings reissued a “hold (c)” rating on shares of BKV in a research note on Monday, December 29th. Wall Street Zen raised BKV from a “sell” rating to a “hold” rating in a report on Sunday, March 29th. Truist Financial initiated coverage on BKV in a report on Tuesday, March 24th. They set a “buy” rating and a $37.00 price objective on the stock. Finally, Citigroup reiterated a “buy” rating and issued a $36.00 price objective on shares of BKV in a research report on Tuesday, March 10th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $33.38.

BKV Price Performance

BKV opened at $27.58 on Friday. The firm has a market cap of $3.02 billion, a price-to-earnings ratio of 14.14 and a beta of 1.64. The stock’s 50-day moving average price is $29.60 and its 200 day moving average price is $26.71. The company has a current ratio of 1.78, a quick ratio of 1.75 and a debt-to-equity ratio of 0.24. BKV has a 12-month low of $15.00 and a 12-month high of $32.81.

BKV (NYSE:BKV) last released its quarterly earnings results on Wednesday, February 25th. The company reported $0.29 EPS for the quarter, missing the consensus estimate of $0.37 by ($0.08). The firm had revenue of $259.91 million for the quarter, compared to analysts’ expectations of $268.05 million. BKV had a return on equity of 7.91% and a net margin of 17.16%.

Institutional Investors Weigh In On BKV

Several institutional investors and hedge funds have recently made changes to their positions in BKV. Police & Firemen s Retirement System of New Jersey increased its holdings in BKV by 34.3% during the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 5,701 shares of the company’s stock valued at $155,000 after acquiring an additional 1,455 shares in the last quarter. SBI Okasan Asset Management Co.Ltd. purchased a new stake in shares of BKV in the fourth quarter valued at about $52,000. Geode Capital Management LLC lifted its holdings in shares of BKV by 40.4% in the fourth quarter. Geode Capital Management LLC now owns 556,539 shares of the company’s stock valued at $15,114,000 after purchasing an additional 160,171 shares in the last quarter. SG Americas Securities LLC acquired a new stake in shares of BKV in the fourth quarter valued at approximately $1,509,000. Finally, Cooper Creek Partners Management LLC increased its stake in shares of BKV by 35.6% during the 3rd quarter. Cooper Creek Partners Management LLC now owns 461,657 shares of the company’s stock worth $10,678,000 after purchasing an additional 121,082 shares in the last quarter.

Insider Buying and Selling at BKV

In other news, CFO David Tameron sold 7,300 shares of the firm’s stock in a transaction on Friday, March 27th. The stock was sold at an average price of $29.71, for a total value of $216,883.00. Following the completion of the transaction, the chief financial officer owned 61,925 shares in the company, valued at $1,839,791.75. This trade represents a 10.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 3.12% of the stock is currently owned by corporate insiders.

BKV declared that its Board of Directors has initiated a stock buyback program on Thursday, December 18th that authorizes the company to buyback $100.00 million in shares. This buyback authorization authorizes the company to purchase up to 3.9% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

More BKV News

Here are the key news stories impacting BKV this week:

• Positive Sentiment: KeyCorp raised its price target to $35.00 and keeps an “Overweight” rating, signaling analyst conviction that shares have meaningful upside from current levels. This bullish action is being cited by the market as a catalyst. Price Target Raised to $35.00 at KeyCorp
• Positive Sentiment: Jim Cramer called BKV “a good one” in recent coverage, bringing retail attention and short‑term buying interest from viewers who follow his stock picks. Jim Cramer on BKV Corporation: “This is a good one”
• Neutral Sentiment: Technical/valuation context: BKV sits below its 50‑day moving average (~$29.61) but above its 200‑day (~$26.64). Market cap ~ $3.0B and trailing P/E ~14 — metrics that make it visible to both growth and value investors.
• Negative Sentiment: KeyCorp trimmed near‑term EPS estimates across several quarters (Q2–Q4 2026 and Q2–Q3 2027), lowering expectations for upcoming quarters and increasing short‑term earnings risk. These cuts can weigh on sentiment despite the higher price target.
• Negative Sentiment: Recent quarter: BKV missed consensus on both EPS ($0.29 vs. $0.37 expected) and revenue, which keeps concerns about growth and margin momentum on investors’ radars and helps explain downward pressure. (Background company earnings release)

About BKV

BKV Corporation engages in the acquisition, operation, and development of natural gas and NGL properties. It is also involved in the gathering, processing, and transportation of natural gas. The company was founded in 2015 and is based in Denver, Colorado with additional offices in Tunkhannock, Pennsylvania and Fort Worth, Texas. BKV Corporation, LLC operates as a subsidiary of Banpu North America Corporation.