Insider Trading March 23, 2026

Diamondback Executes $23.3M Sale of Viper Energy Class A Shares, Matches with Same-Day Purchase

510,071 VNOM shares sold at $45.69 on March 19, 2026; Viper Energy posts modest Q4 2025 misses and a separate offering led by existing holders

By Hana Yamamoto VNOM
Diamondback Executes $23.3M Sale of Viper Energy Class A Shares, Matches with Same-Day Purchase
VNOM

Diamondback Energy, Inc. reported the sale of 510,071 shares of Viper Energy, Inc. Class A common stock on March 19, 2026, for roughly $23.3 million. The transaction, recorded on a Form 4 filing, was executed at $45.69 per share. On the same day, Diamondback also acquired an identical number of Viper Energy Class A shares. Viper Energy recently posted mixed fourth-quarter 2025 results with slight misses on EPS and revenue and completed a sizable secondary offering in which it received no proceeds. Market commentary on valuation is mixed, with InvestingPro flagging overvaluation while KeyBanc rates VNOM overweight amid energy market dynamics.

Key Points

  • Diamondback Energy sold 510,071 shares of Viper Energy Class A common stock on March 19, 2026, at $45.69 per share, totaling approximately $23.3 million.
  • On the same day, Diamondback acquired 510,071 shares of Viper Energy Class A common stock; Diamondback is recorded as a 10% owner and holds a Director by Deputization.
  • Viper Energy reported mixed Q4 2025 results with EPS of $0.31 (2.58% below forecast) and revenue of $435 million (1.36% below expectations); the company also completed a ~17.4 million share secondary offering (~$798 million) that produced no proceeds for Viper Energy.

Diamondback Energy, Inc. disclosed in a Securities and Exchange Commission Form 4 filing that it sold 510,071 shares of Viper Energy, Inc. Class A common stock on March 19, 2026. The sale price was $45.69 per share, producing a notional transaction value of approximately $23.3 million.

According to the filing, the sale coincided with a same-day acquisition by Diamondback of 510,071 shares of Viper Energy Class A common stock. The filing further identifies Diamondback Energy as a 10 percent owner of Viper Energy and notes the company has a Director by Deputization.

Market data referenced in the filing shows Viper Energy stock trading at $47.32 at the time of reporting, trading near its 52-week high of $49.08 and up 26% year-to-date. These price moves provide context for the size and timing of Diamondback’s reported transactions.


Recent operating and capital-market developments at Viper Energy

Viper Energy reported fourth-quarter 2025 results that slightly underperformed expectations. The company posted earnings per share of $0.31 versus a consensus forecast of $0.3182, a shortfall representing a 2.58% negative surprise. Revenues were $435 million compared with an expected $441 million, amounting to a 1.36% revenue miss.

Separately, Viper Energy completed a secondary offering totaling approximately 17.4 million shares, priced at roughly $798 million. Those shares were placed by existing holders - Diamondback Energy, EnCap affiliates, and Oaktree Capital Management - and Viper Energy itself did not receive any proceeds from the sale.


Analyst and valuation notes

Research perspectives on Viper Energy are mixed in the material provided. InvestingPro analysis included in the filing materials notes that Viper Energy appears overvalued at current price levels. At the same time, KeyBanc Capital Markets has identified Viper Energy as one of several energy names that may be undervalued within its coverage universe and has rated VNOM as overweight, citing potential benefit from rising crude prices amid escalating violence in the Middle East.

These items - insider transactions, recent operational results, a large secondary offering, and differing analyst views - frame the recent activity around Viper Energy and provide the factual backdrop for evaluating the issuer's near-term positioning.

Risks

  • Valuation discrepancy - InvestingPro flags Viper Energy as appearing overvalued at current prices, which could affect investor sentiment in energy and equity markets.
  • Operational and earnings risk - Q4 2025 results slightly missed EPS and revenue forecasts, indicating potential near-term performance variation for the energy sector.
  • Capital-market dilution dynamics - The sizable secondary offering sold by existing holders, from which Viper Energy received no proceeds, introduces supply-side pressure and may influence trading liquidity in VNOM shares.

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