BKV
BKV CorpPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 BKV Corp reported strong fourth quarter and full year 2025 results,…
- S Mar 25 to Mar 27 2 days of insider sells: $3.2M by 2 insiders, avg $30.03
- S May 1 1 insider sell $773.9K at $30.96
- S Jun 1 1 insider sell $672.1K at $26.89
- S Aug 14 to Aug 21 3 days of insider sells: $733.3K by 3 insiders, avg $26.00
- X Sep 15 Short interest jumps 64.4% to 10.04M
- S Sep 25 1 insider sell $168.3K at $22.66
- S Oct 23 1 insider sell $103.5K at $20.91
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $5.7M.
- InstitutionsBULLISH
Q2 2026: 36 added (0 new), 10 trimmed or exited.
- AnalystsBULLISH
14 of 15 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest −4.8% to 10.15M shares. 5.4 days to cover, ≈9.3% of shares.
- TrendDOWNTREND
9% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | ADD | $74.2M |
| FMR LLC | DOUBLED | $50.5M |
| CITADEL ADVISORS LLC | DOUBLED | $49.3M |
| STATE STREET CORP | ADD | $48.2M |
| DIMENSIONAL FUND ADVISORS LP | ADD | $35.7M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | $19.3M |
| Value Aligned Research Advisors, LLC | DOUBLED | $18.6M |
| BANK OF AMERICA CORP /DE/ | TRIM | $16.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analystsPrice is below the lowest target. Median implies +64%.Targets as of Oct 28, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 14, 2026 | Truist Securities MAINTAIN | Buy |
| Sep 18, 2026 | Evercore ISI Group MAINTAIN | Outperform |
| Sep 16, 2026 | Barclays MAINTAIN | Overweight |
| Sep 15, 2026 | Barclays MAINTAIN | Overweight |
| Aug 11, 2026 | Barclays MAINTAIN | Overweight |
| Aug 10, 2026 | Truist Securities MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 23, 2026 | Hinojosa Javier Senior Vice President of Power | SELL | $103.5K |
| Sep 25, 2026 | Hinojosa Javier Senior Vice President of Power | SELL | $168.3K |
| Aug 21, 2026 | Tameron David Chief Financial Officer | SELL | $38.4K |
| Aug 21, 2026 | Hinojosa Javier Senior Vice President of Power | SELL | $318.5K |
| Aug 20, 2026 | Tameron David Chief Financial Officer | SELL | $114.8K |
| Aug 14, 2026 | Larrick Lindsay B Chief Legal and Admin Officer | SELL | $261.6K |
| Jun 30, 2026 | Turcotte Barry S. Chief Accounting Officer | AWARD | $15.1K |
| Jun 30, 2026 | Tameron David Chief Financial Officer | AWARD | $21.2K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Washington
Short side
FINRA· Oct 15, 2026SecBot reports
12 filings · 4 bullish · 2 bearish · 2 mixed · 4 neutral- BULLISH 8-KOct 7, 2026
BKV Corp entered an $800M equipment supply contract for a 1,200 MW natural gas-fired power project…
The March 31, 2027 offtake deadline is the key catalyst — if BKV secures a long-term PPA with the hyperscaler, the project economics de-risk and the stock should re-rate. Failure to reach terms by…
- NEUTRAL 8-KSep 25, 2026
BKV Corp adopted an Executive Severance Plan on September 24, 2026, covering named executive…
Routine adoption of a standard executive severance plan — no departure or triggering event occurred. Monitor for any future 8-Ks regarding officer departures or change-in-control transactions that…
- MIXED 8-KSep 14, 2026
BKV Corp issued $575M of 1.625% convertible senior notes due 2031, used ~$64.7M of proceeds to…
Monitor BKV's stock price relative to the conversion price (~$31.93) and cap price (~$48.20). If shares trade above $31.93, noteholders may convert, causing dilution partially offset by capped…
- BEARISH 8-KSep 10, 2026
BKV Corporation priced an upsized $500M convertible senior notes offering (1.625% due 2031)…
The $500M convertible note issuance adds significant leverage to BKV's balance sheet, and the concurrent $35M share repurchase at $24.10 provides a modest floor but does not offset the dilutive…
All BKV filing & press-release reports (12)
- 8-K reportOct 7, 2026
- 8-K reportSep 25, 2026
- 8-K reportSep 14, 2026
- 8-K reportSep 10, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 21, 2026
- INST-CLUSTER reportAug 8, 2026
- 8-K reportAug 6, 2026
- 8-K reportMay 22, 2026
- CLUSTER reportMar 25, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 25, 2026