TickerTalks
Browse all tickers →
TickerTalks›$OVV
OVOVV

Ovintiv Inc.

$OVV·$17B·Oil & Gas Exploration & Production·Energy
$58.83-1.2%YTD+50.5%1Y+44.8%
Price updated 4h ago·X counts updated 2d ago
OVOVV
$OVVOvintiv Inc.
$58.83-1.18%36 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $OVV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

36X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $OVV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 72% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-07-30

Ovintiv reported Q2 net earnings of ~$456M ($1.75/share) and was framed as 'what a competent E&P operator looks like' — focused on cash, not chasing high-priced deals. OVV was flagged as one of the few remaining names able to supply the Ksi Lisims LNG terminal (1.59 Bcf/d), and possibly added to the S&P/TSX Composite on September 18.

Read what X is saying about $OVV

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $OVV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Ovintiv: +52% YTD as Q2 net earnings $456M ($1.74/share) — Ksi Lisims LNG terminal (1.59 Bcf/d) supply optionality plus C$75 PT.

Ovintiv is the Canadian E&P operator (Permian, Anadarko, Bakken, Montney) at $59.53 with $16.6B market cap. +52% YTD, +46% TTM. Q2 net earnings $456M ($1.75/share), framed as 'what a competent E&P operator looks like — focused on cash, not chasing high-priced deals.' 12-month high on Sept 21 following dividend announcement.

The tension in one line:

  • Beat cadence solid: Q2 EPS $1.74 -10% miss, Q1 $1.90 +0.5%, Q4 2025 $1.39 +38%, Q3 $1.03 +8.6% — Q2 miss doesn't break the cadence; PE 17x TTM with 25.5% FCF yield says the cash generation is meaningful.
  • LNG optionality specific: 'one of the few remaining names able to supply Ksi Lisims LNG terminal (1.59 Bcf/d)' — Canadian LNG-export supply narrative is a real long-cycle structural tailwind.
  • Balance sheet + capital discipline: bolt-on M&A via 2026 ground game program; discipline-first capital allocation continues; C$75 consensus PT vs current C-adjusted $59.53 implies ~30% upside.

The bull path is Nov 3 Q3 print ($1.75 EPS est) confirming disciplined capex plus specific Ksi Lisims LNG-supply commentary. The bear path is natural-gas basis compression in the Montney. Corient's 180,073-share purchase adds institutional signal.

Agrees with X sentimentX sentiment is bullish on OVV as 'competent E&P operator focused on cash' plus Ksi Lisims LNG optionality (1.59 Bcf/d supply) — fair given the Q2 $456M net earnings and 25.5% FCF yield. The 'few remaining names' framing captures the specific LNG-supply-capacity strategic value.

What to watch: Nov 3 Q3 print ($1.75 EPS est) — capex trajectory, Permian/Montney production, and any Ksi Lisims LNG-supply commercial commentary. Natural-gas basis differentials. Ground game bolt-on M&A activity.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $OVV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Oil and gas E&P company with major assets in the Permian Basin, Anadarko Basin, and Montney formation producing crude oil, natural gas, and NGLs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $OVV.

Oil & Gas Exploration & Production · Energy

No material change from last week — Oil retreats as Macron calls G7 to release strategic reserves, trimming the geopolitical premium added by Houthi Red Sea seizure.

What this means for $OVV

Neutral — Oil and gas E&P company with major assets in the Permian Basin, Anadarko Basin, and Montney formation producing crude oil, natural gas, and NGLs.

Industry benchmark

27-name peer basket
+39.8%YTD
+26.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
25.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
47.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$1.74$1.94-10.3%
Q1 2026May 11, 2026$1.90$1.89+0.5%
Q4 2025Feb 23, 2026$1.39$1.01+37.6%
Q3 2025Nov 4, 2025$1.03$0.95+8.6%
Next earningsTue, Nov 3·consensus EPS $1.75

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.5B+6.5%55.7%-29.8%$-2.35$451.0M
Q4 FY25$2.1B-5.3%26.4%19.8%$3.67$2.6B
Q3 FY25$2.0B-13.1%49.4%13.5%$0.58$269.8M
Q2 FY25$2.3B+1.3%53.9%22.0%$1.19$492.0M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.0B$9.6B – $10.6B$7.55$6.85 – $8.377
FY27$9.2B$8.5B – $10.2B$7.10$5.08 – $9.197
FY28$9.6B$7.9B – $11.7B$8.14$4.46 – $9.816
FY29$8.7B$7.5B – $10.6B$7.10$5.80 – $9.014
FY30$8.9B$7.7B – $10.8B$7.58$6.19 – $9.613

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 274.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.545-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 12Moore Rachel MaureenEVP, Corporate Services7.8K sh$491K
+ 47 other (31 awards · 12 exempts · 2 returns · 2 inkinds) in window

See when $OVV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 278-K — Item 7.01: Press release / Reg FD
AI summary

Ovintiv (OVV) furnished an 8-K under Regulation FD on August 26, 2026, disclosing a news release updating investors on its 2026 ground game acquisition program. Ground game acquisitions refer to Ovintiv's ongoing bolt-on acreage strategy in its core operating basins. The press release was made broadly available to ensure simultaneous investor access under Reg FD. Specific acreage, consideration amounts, and basin details were included in the full press release.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
AI summary

Ovintiv (OVV) held its 2026 Annual Meeting on May 6, 2026, electing all 11 director nominees. Thomas G. Ricks drew the most opposition (~8.4M against, ~212M for) and Steven W. Nance drew ~4.0M against; all others received strong support. Say-on-pay was approved (212.5M for, 7.3M against) and PricewaterhouseCoopers LLP was ratified as auditor (229.5M for, 5.5M against). Routine governance; elevated opposition to Ricks and Nance may reflect investor concerns over board composition or compensation.

8-KAcquisition completedApr 98-K — Item 1.02: Agreement terminated · Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 10 other (4 13Gs · 2 10-Qs · 2 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Head-To-Head Contrast: Excelerate Energy (NYSE:EE) vs. Ovintiv (NYSE:OVV)defenseworld.net·2d agoOvintiv (TSE:OVV) Sets New 12-Month High Following Dividend Announcementdefenseworld.net·14d agoOvintiv Inc. (TSE:OVV) Receives C$75.00 Consensus PT from Brokeragesdefenseworld.net·21d agoWhy Ovintiv (OVV) is a Top Momentum Stock for the Long-Termzacks.com·26d ago180,073 Shares in Ovintiv Inc. $OVV Purchased by Corient Private Wealth LPdefenseworld.net·30d ago

More in Oil & Gas Exploration & Production

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$GLND$VET$AR$WTI$COP$PR$OXY$DVN
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport