Vanguard Group Inc. Sells 868,106 Shares of Antero Resources Corporation $AR

Key Points

• Vanguard sold 868,106 shares of Antero Resources, trimming its stake by 2.9% to 28,630,790 shares (about 9.28% of the company), worth roughly $986.6 million at quarter-end.
• Wall Street sentiment is broadly positive with a consensus "Buy" rating and an average price target of $49.63 after several upgrades, while institutional ownership remains high at about 83% and notable investors have recently increased positions.
• Antero reported Q1 results showing $0.62 EPS and $1.41 billion revenue (revenue up 20.8% YoY) and management highlighted "cash‑rich growth" and midstream tailwinds, though near‑term pressure from a U.S. gas glut was also noted.

Vanguard Group Inc. reduced its stake in shares of Antero Resources Corporation (NYSE:AR - Free Report) by 2.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,630,790 shares of the oil and natural gas company's stock after selling 868,106 shares during the quarter. Vanguard Group Inc. owned 9.28% of Antero Resources worth $986,617,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of AR. NewEdge Advisors LLC boosted its holdings in shares of Antero Resources by 16,498.3% during the first quarter. NewEdge Advisors LLC now owns 9,627 shares of the oil and natural gas company's stock worth $389,000 after purchasing an additional 9,569 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Antero Resources by 7.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 590,555 shares of the oil and natural gas company's stock worth $23,882,000 after purchasing an additional 43,312 shares during the period. Focus Partners Wealth boosted its holdings in shares of Antero Resources by 18.9% during the first quarter. Focus Partners Wealth now owns 19,921 shares of the oil and natural gas company's stock worth $806,000 after purchasing an additional 3,169 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in shares of Antero Resources by 701.3% during the second quarter. EverSource Wealth Advisors LLC now owns 2,989 shares of the oil and natural gas company's stock worth $120,000 after purchasing an additional 2,616 shares during the period. Finally, Daiwa Securities Group Inc. boosted its holdings in shares of Antero Resources by 22.5% during the second quarter. Daiwa Securities Group Inc. now owns 36,500 shares of the oil and natural gas company's stock worth $1,470,000 after purchasing an additional 6,700 shares during the period. 83.04% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on AR shares. Morgan Stanley increased their target price on shares of Antero Resources from $54.00 to $56.00 and gave the stock an "overweight" rating in a report on Friday, April 17th. Wells Fargo & Company increased their target price on shares of Antero Resources from $49.00 to $52.00 and gave the stock an "overweight" rating in a report on Friday, February 13th. Truist Financial started coverage on shares of Antero Resources in a report on Tuesday, March 24th. They set a "buy" rating and a $56.00 target price for the company. Citigroup increased their target price on shares of Antero Resources from $39.00 to $53.00 and gave the stock a "buy" rating in a report on Tuesday, March 31st. Finally, Bank of America increased their target price on shares of Antero Resources from $39.00 to $44.00 and gave the stock a "buy" rating in a report on Tuesday, April 21st. Five research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of "Buy" and an average price target of $49.63.

Antero Resources Price Performance

AR stock opened at $38.87 on Friday. Antero Resources Corporation has a 1 year low of $29.10 and a 1 year high of $45.75. The company has a market cap of $12.04 billion, a P/E ratio of 12.62, a PEG ratio of 0.38 and a beta of 0.36. The firm has a 50-day moving average of $39.17 and a 200 day moving average of $35.69. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.40 and a quick ratio of 0.55.

Antero Resources (NYSE:AR - Get Free Report) last released its quarterly earnings results on Wednesday, February 11th. The oil and natural gas company reported $0.62 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.49 by $0.13. Antero Resources had a net margin of 16.39% and a return on equity of 7.80%. The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.33 billion. During the same period in the prior year, the firm earned $0.48 earnings per share. Antero Resources's revenue was up 20.8% on a year-over-year basis. On average, sell-side analysts forecast that Antero Resources Corporation will post 4.05 EPS for the current year.

Insider Transactions at Antero Resources

In other Antero Resources news, Director Benjamin A. Hardesty sold 12,000 shares of the company's stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $44.00, for a total value of $528,000.00. Following the sale, the director owned 150,242 shares in the company, valued at approximately $6,610,648. This represents a 7.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Yvette K. Schultz sold 15,000 shares of the company's stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $39.33, for a total transaction of $589,950.00. Following the completion of the sale, the insider owned 319,122 shares in the company, valued at approximately $12,551,068.26. This trade represents a 4.49% decrease in their position. The SEC filing for this sale provides additional information. 6.30% of the stock is owned by corporate insiders.

Key Antero Resources News

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

• Positive Sentiment: Management and affiliated midstream outlooks signal growth and cash generation — Antero Midstream expects high‑single‑digit adjusted EBITDA growth in 2027–2028, which supports fee‑based cash flows and could improve Antero Resources' takeaway and margin outlook. Antero Midstream: Expects High-Single Digits Adjusted EBITDA Growth In 2027 And 2028
• Positive Sentiment: Earnings call highlighted "cash‑rich growth" — Management emphasized strong operating cash flow and plans to fund growth from cash generation, which reduces financing risk and supports capex/return plans. Antero Resources Earnings Call Signals Cash-Rich Growth
• Positive Sentiment: Export growth, acquisition synergies and regional demand cited as tailwinds — Company commentary and analyst writeups point to export outlet growth and recent asset integration that could raise realized prices and lower per‑unit costs over time. AR Q1 deep dive: Export growth, acquisition synergies, and regional demand shape outlook
• Positive Sentiment: Institutional buying interest noted — Coverage flagged a new or increased position from David Einhorn/Greenlight, which can lend credibility and incremental demand to the stock. Antero Resources (AR): Under-the-Radar Energy Stock Pick from David Einhorn
• Neutral Sentiment: Company released Q1 financial & operating results — The official press release and earnings presentation provide full detail on production, revenue and cash flow; key for modeling but largely reiterative of call points. Antero Resources Announces First Quarter 2026 Financial and Operating Results
• Neutral Sentiment: Earnings presentation and analyst slides available — Useful for detail on volumes, realized prices, and segment metrics; impacts models once digested. Antero Resources Corporation 2026 Q1 - Results - Earnings Call Presentation
• Negative Sentiment: Q1 EPS missed some estimates — Multiple outlets reported a miss on Q1 EPS (e.g., $1.15 vs. $1.22 estimate reported by Zacks), driven in part by higher costs and weaker oil/ethane volumes, which pressured near‑term earnings expectations. Antero Resources (AR) Q1 Earnings Miss Estimates
• Negative Sentiment: U.S. gas glut and regional price pressure — A Reuters piece notes a U.S. natural gas surplus while Europe/Asia tighten, meaning domestic Henry Hub realizations could remain weak and cap realized revenues for producers like Antero. That macro imbalance is a primary downward pressure on the stock today. While Asia and Europe scramble for natural gas, the US glut has nowhere to go

Antero Resources Company Profile

Antero Resources Corporation is an independent exploration and production company focused on the development of natural gas, natural gas liquids (NGLs) and oil properties in the Appalachian Basin of the United States. The company's operations target the Marcellus and Utica shales, where it applies advanced drilling and completion techniques to optimize recovery from its large acreage position. Antero's portfolio encompasses significant reserves of ethane, propane and other NGLs, alongside dry gas volumes that are positioned to serve both domestic and export markets.

Headquartered in Denver, Colorado, Antero Resources holds approximately 1.8 million net acres of leasehold interests across parts of West Virginia and Ohio.

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