KeyCorp Comments on Expand Energy’s Q1 Earnings (NASDAQ:EXE)

Expand Energy Corporation (NASDAQ:EXE) – Analysts at KeyCorp upped their Q1 2026 earnings estimates for Expand Energy in a report issued on Wednesday, April 1st. KeyCorp analyst T. Rezvan now forecasts that the company will post earnings per share of $4.14 for the quarter, up from their prior estimate of $2.24. KeyCorp has a “Sector Weight” rating on the stock. The consensus estimate for Expand Energy’s current full-year earnings is $1.33 per share. KeyCorp also issued estimates for Expand Energy’s Q4 2026 earnings at $2.98 EPS, FY2026 earnings at $10.51 EPS, Q1 2027 earnings at $2.82 EPS, Q2 2027 earnings at $2.10 EPS, Q3 2027 earnings at $2.14 EPS, Q4 2027 earnings at $2.97 EPS and FY2027 earnings at $10.02 EPS.

EXE has been the subject of several other research reports. TD Cowen upgraded shares of Expand Energy to a “strong-buy” rating in a research note on Monday, February 9th. Piper Sandler raised their price objective on shares of Expand Energy from $136.00 to $138.00 and gave the company an “overweight” rating in a research report on Thursday, March 12th. Sanford C. Bernstein cut their price objective on shares of Expand Energy from $145.00 to $144.00 and set an “outperform” rating for the company in a research report on Monday, January 5th. Citigroup raised their price objective on shares of Expand Energy from $118.00 to $125.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Finally, Benchmark raised their price objective on shares of Expand Energy from $112.00 to $124.00 and gave the company a “buy” rating in a research report on Thursday, March 5th. Three analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Expand Energy presently has a consensus rating of “Buy” and a consensus target price of $132.18.

Expand Energy Price Performance

EXE opened at $101.93 on Tuesday. The company has a market capitalization of $24.50 billion, a price-to-earnings ratio of 13.52 and a beta of 0.47. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 0.27. The firm has a 50-day moving average price of $106.81 and a 200-day moving average price of $108.44. Expand Energy has a twelve month low of $91.01 and a twelve month high of $126.62.

Expand Energy (NASDAQ:EXE) last posted its quarterly earnings data on Tuesday, February 17th. The company reported $2.00 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.89 by $0.11. The business had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $2.28 billion. Expand Energy had a net margin of 15.00% and a return on equity of 8.17%.

Institutional Investors Weigh In On Expand Energy

Hedge funds have recently bought and sold shares of the stock. Atlantic Union Bankshares Corp lifted its position in Expand Energy by 74.6% during the fourth quarter. Atlantic Union Bankshares Corp now owns 234 shares of the company’s stock valued at $26,000 after purchasing an additional 100 shares during the last quarter. Rakuten Securities Inc. lifted its position in Expand Energy by 350.9% during the fourth quarter. Rakuten Securities Inc. now owns 248 shares of the company’s stock valued at $27,000 after purchasing an additional 193 shares during the last quarter. University of Texas Texas AM Investment Management Co. bought a new stake in Expand Energy during the fourth quarter valued at approximately $30,000. ESL Trust Services LLC bought a new stake in Expand Energy during the third quarter valued at approximately $32,000. Finally, Abound Wealth Management lifted its position in Expand Energy by 890.0% during the fourth quarter. Abound Wealth Management now owns 297 shares of the company’s stock valued at $33,000 after purchasing an additional 267 shares during the last quarter. 97.93% of the stock is currently owned by institutional investors.

Insider Activity at Expand Energy

In other news, CEO Michael Wichterich acquired 2,000 shares of the business’s stock in a transaction dated Friday, March 6th. The stock was bought at an average cost of $107.50 per share, for a total transaction of $215,000.00. Following the completion of the transaction, the chief executive officer owned 83,498 shares of the company’s stock, valued at $8,976,035. The trade was a 2.45% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.19% of the company’s stock.

Expand Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th were given a $0.575 dividend. This represents a $2.30 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Thursday, March 5th. Expand Energy’s dividend payout ratio (DPR) is 30.50%.

Expand Energy News Roundup

Here are the key news stories impacting Expand Energy this week:

• Positive Sentiment: Appointment of a new CFO — Expand Energy named Marcel Teunissen as Chief Financial Officer, effective April 6, which should strengthen financial leadership and investor confidence. Expand Energy Appoints Marcel Teunissen as CFO
• Positive Sentiment: Analyst endorsement — Citi reaffirmed a Buy rating on EXE, providing a supportive institutional view that may attract buyers. Citi Reaffirms Buy on Expand Energy
• Neutral Sentiment: KeyCorp raised FY‑2026 outlook — KeyCorp bumped its FY‑2026 EPS view sharply (to $10.51) and raised Q1‑2026 estimates (to $4.14), signaling stronger near‑term expectations that could be positive if results track. KeyCorp updates estimates for Expand Energy
• Negative Sentiment: KeyCorp trimmed 2026/2027 quarterly and FY‑2027 estimates — The same KeyCorp report lowered multiple quarterly EPS forecasts (Q1‑Q4 2026/2027 pockets) and cut FY‑2027 from $11.02 to $10.02, signaling weaker medium‑term growth versus prior expectations; KeyCorp still carries a “Sector Weight” rating. This cluster of downgrades likely pressured the stock. KeyCorp cuts several EXE quarter and FY2027 estimates
• Negative Sentiment: Unusual put buying — Volume of put options spiked (~10,834 puts, ~69% above average), indicating elevated bearish hedging or speculation that can amplify downside volatility. (No direct article link)

About Expand Energy

Expand Energy Corporation is an independent natural gas producer principally in the United States. Expand Energy Corporation, formerly known as Chesapeake Energy Corporation, is based in OKLAHOMA CITY.