InsidersTradesSigma
Follow the Viper Energy Partners LP stock price and the full management transaction log of the company, a publicly traded company based in United States. Shares are quoted on the US market, under the oversight of SEC (Form 4). Operating in the Energy sector, Viper Energy Partners LP has published 103 reports. Market capitalisation: €16.2bn. The latest transaction was reported on 1 August 2023 (Attribution). Among the most active insiders: Blackstone Holdings III L.P.. All data is free.
103
Insider Decl.
n/a
Thresholds
€150,077
2 ops.
Buy Volume
€195m
81 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Viper Energy Partners LP Strong Buy (bullish), based on 18 analysts. Average price target: US$57.06.
46Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 24,880 of 29,063 companies
26.3
score / 100
Value18
Quality35
FCF yld-6.3%
Earn yld-0.3%
EV/EBITDA49.1x
ROE1.1%
Gross mgn50%
Net mgn-4.9%
Debt/EBITDA4.5x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 1 August 2023
Declarations103 total
3,863 shares0Common Units representing limited partner interestsSEC:0001602065-23-000050:0
3,863 shares0Common Units representing limited partner interestsSEC:0001602065-23-000037:0
3,863 shares0Common Units representing limited partner interestsSEC:0001602065-23-000040:0
3,863 shares0Common Units representing limited partner interestsSEC:0001602065-23-000038:0
3,863 shares0Common Units representing limited partner interestsSEC:0001602065-23-000043:0
3,863 shares0Common units representing limited partner interestsSEC:0001602065-23-000041:0
3,863 shares0Common Units representing limited partner interestsSEC:0001602065-23-000039:0
110,400 shares@ US$30.43492.4% of flowCommon UnitsSEC:0000899243-23-011484:0
110,400 shares@ US$30.43499.4% of flowCommon UnitsSEC:0000899243-23-011483:0
91,100 shares@ US$30.52742.0% of flowCommon UnitsSEC:0000899243-23-011395:0
91,100 shares@ US$30.52747.7% of flowCommon UnitsSEC:0000899243-23-011394:0
180,000 shares@ US$30.626415.4% of flowCommon UnitsSEC:0000899243-23-011394:1
40,000 shares@ US$30.57883.4% of flowCommon UnitsSEC:0000899243-23-011286:0
40,000 shares@ US$30.57880.9% of flowCommon UnitsSEC:0000899243-23-011287:0
34,000 shares@ US$30.14762.9% of flowCommon UnitsSEC:0000899243-23-011200:0
34,000 shares@ US$30.14760.8% of flowCommon UnitsSEC:0000899243-23-011202:0
2,000 shares@ US$27.50100.0% of flowCommon Units representing limited partner interestsSEC:0001602065-23-000011:0
Canonical exit: 18 Jun 2023 (T+90)
4,000 shares@ US$26.4365100.0% of flowCommon Units representing limited partner interestsSEC:0001602065-23-000009:0
Canonical exit: 13 Jun 2023 (T+90)
205,500 shares@ US$33.002219.0% of flowCommon UnitsSEC:0000899243-23-002981:0
205,500 shares@ US$33.00224.9% of flowCommon UnitsSEC:0000899243-23-002983:0
128,200 shares@ US$33.831312.8% of flowCommon UnitsSEC:0000899243-22-036048:0
128,200 shares@ US$33.83133.3% of flowCommon UnitsSEC:0000899243-22-036052:0
32,072 shares@ US$35.52280.9% of flowCommon UnitsSEC:0000899243-22-035518:0
32,072 shares@ US$35.52283.5% of flowCommon UnitsSEC:0000899243-22-035513:0
77,130 shares@ US$33.85598.1% of flowCommon UnitsSEC:0000899243-22-035331:0
25 of 103 declarations
关于 Viper Energy Partners LP
Viper Energy Partners LP（股票代码：VNOM）是一家在美国纳斯达克上市的美国能源特许权公司。Viper 总部位于德克萨斯州米德兰，其商业模式与传统的勘探和生产公司截然不同：它拥有并收购矿产和特许权权益，主要在二叠纪盆地，而不是自己运营油井。因此，该公司获得与其地块上生产的碳氢化合物相关的特许权收入，同时避免了与钻井和完井活动相关的大部分资本密集度和运营负担。这种轻资产结构是 Viper 投资案例的核心。([ir.viperenergy.com](https://ir.viperenergy.com/about/our-company/overview?utm_source=openai)) Viper 由 Diamondback Energy 创建，并与该发起人保持密切联系。Diamondback 既是重要的战略股东，也是 Viper 地块上的主要运营商之一，这使得 Viper 对其核心业务范围内的开发计划具有异常良好的可见性。公司主要行政办公室位于德克萨斯州米德兰，业务历来围绕二叠纪盆地组织，二叠纪盆地是北美最活跃、产量最高的油盆地之一。这种地理集中是一个主要优势，因为它使 Viper 处于一个钻井密度、基础设施可及性和运营商质量往往支持长期开发活动的盆地。([ir.viperenergy.com](https://ir.viperenergy.com/about/our-company/overview?utm_source=openai)) 从运营角度来看，Viper 不以传统意义上的方式销售实物产品。其“产品”是其矿产范围内生产产生的特许权现金流。因此，公司的收入受油井生产力、商品价格、运营商活动及其地块开发速度的驱动。其业务线以拥有矿产权利、收购额外的特许权权益以及将其资产的生产货币化为中心。这使得 Viper 更像是一个特许权和土地位置平台，而不是直接生产商。([ir.viperenergy.com](https://ir.viperenergy.com/about/our-company/overview?utm_source=openai)) 近期新闻对公司的规模和投资组合质量至关重要。Viper 于 2025 年 8 月 19 日完成了 Sitio Royalties 的收购，这项交易实质性地扩大了其特许权基础。它还在 2026 年初宣布剥离非核心的非二叠纪资产，并继续进行较小的二叠纪收购，同时于 2026 年 5 月 1 日宣布了拟议的 Riverbend 收购。在其最新的备案文件和业绩中，公司报告称，截至 2025 年 12 月 31 日，净特许权面积约为 96,003 英亩，2025 年平均产量为 95,126 BOE/d，突显了这些交易创造的扩大后的盈利基础。([sec.gov](https://www.sec.gov/Archives/edgar/data/0002074176/000207417626000010/vnom-20251231.htm?utm_source=openai)) 对于国际投资者而言，VNOM 提供了一种差异化的方式来获取美国石油和天然气敞口：一种以特许权为重点、资本支出较低的模型，具有强大的二叠纪杠杆作用，但仍对商品价格、运营商执行和收购纪律敏感。([ir.viperenergy.com](https://ir.viperenergy.com/about/our-company/overview?utm_source=openai))
