Q3 Earnings Estimate for TBN Issued By Northland Securities

Tamboran Resources Corporation (NYSE:TBN) – Equities research analysts at Northland Securities reduced their Q3 2026 earnings per share (EPS) estimates for shares of Tamboran Resources in a research report issued on Thursday, February 12th. Northland Securities analyst J. Grampp now forecasts that the company will post earnings of ($0.36) per share for the quarter, down from their previous forecast of ($0.25). The consensus estimate for Tamboran Resources’ current full-year earnings is ($1.86) per share. Northland Securities also issued estimates for Tamboran Resources’ Q4 2026 earnings at ($0.31) EPS, FY2026 earnings at ($1.44) EPS and FY2027 earnings at ($0.32) EPS.

Tamboran Resources (NYSE:TBN) last posted its earnings results on Wednesday, February 11th. The company reported ($0.33) EPS for the quarter, hitting the consensus estimate of ($0.33). The company had revenue of $0.05 million for the quarter.

Several other equities analysts have also recently issued reports on the stock. Wells Fargo & Company began coverage on shares of Tamboran Resources in a research note on Tuesday, December 2nd. They issued an “overweight” rating and a $35.00 target price for the company. Royal Bank Of Canada upped their price objective on shares of Tamboran Resources from $30.00 to $38.00 and gave the stock a “sector perform” rating in a research report on Friday, October 24th. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Tamboran Resources in a research note on Friday, January 9th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Tamboran Resources presently has an average rating of “Moderate Buy” and an average price target of $36.33.

Tamboran Resources Trading Up 1.1%

Tamboran Resources stock opened at $28.10 on Monday. The firm has a market cap of $636.07 million, a PE ratio of -14.71 and a beta of 0.18. Tamboran Resources has a 12 month low of $17.29 and a 12 month high of $31.90. The stock’s 50 day simple moving average is $26.86 and its two-hundred day simple moving average is $24.61. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.09.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. HITE Hedge Asset Management LLC boosted its holdings in Tamboran Resources by 17.2% in the 4th quarter. HITE Hedge Asset Management LLC now owns 2,036,603 shares of the company’s stock worth $55,457,000 after buying an additional 299,028 shares during the last quarter. Alberta Investment Management Corp lifted its position in shares of Tamboran Resources by 116.8% in the second quarter. Alberta Investment Management Corp now owns 758,680 shares of the company’s stock valued at $16,175,000 after acquiring an additional 408,680 shares in the last quarter. UBS Group AG boosted its stake in shares of Tamboran Resources by 55.4% in the fourth quarter. UBS Group AG now owns 433,598 shares of the company’s stock worth $11,807,000 after acquiring an additional 154,660 shares during the last quarter. Ingalls & Snyder LLC boosted its stake in shares of Tamboran Resources by 124.1% in the third quarter. Ingalls & Snyder LLC now owns 258,534 shares of the company’s stock worth $7,079,000 after acquiring an additional 143,194 shares during the last quarter. Finally, Cohen & Steers Inc. increased its position in shares of Tamboran Resources by 448.6% during the fourth quarter. Cohen & Steers Inc. now owns 130,204 shares of the company’s stock worth $3,545,000 after purchasing an additional 106,469 shares in the last quarter.

Insider Transactions at Tamboran Resources

In related news, Director Phillip Z. Pace bought 2,000 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were acquired at an average price of $23.50 per share, for a total transaction of $47,000.00. Following the completion of the transaction, the director directly owned 2,000 shares in the company, valued at $47,000. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 4.50% of the stock is currently owned by insiders.

Tamboran Resources Company Profile

Tamboran Resources is an independent energy company focused on the exploration and development of unconventional natural gas resources. Headquartered in Canada and listed on the New York Stock Exchange under the ticker TBN, the company concentrates its activities on onshore basins in Australia. Tamboran’s primary objective is to advance its exploration acreage toward commercial viability by leveraging modern drilling and reservoir evaluation techniques.

The company holds exploration licenses in the Beetaloo Basin in the Northern Territory of Australia, where it is conducting appraisal drilling programs to define reservoir characteristics and recoverability.