BKV Corporation (BKV)

• Market cap: $1.77B
• 1 day: -0.38%
• 5 days: -0.90%
• 1 month: 7.84%
• 3 months: -10.98%
• 6 months: 15.77%
• Year to date: -10.98%
• 1 year: 16.22%
• 5 years: 16.22%
• 10 years: 16.22%
• Sector: Energy
• Industry: Crude Petroleum & Natural Gas

About: BKV Corp is a growth-driven energy company. Its core business is to produce natural gas from its owned and operated upstream businesses. It operates in four business lines: natural gas production, natural gas gathering, processing and transportation (natural gas midstream business), power generation and carbon capture, utilization, and sequestration (CCUS).

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

33% more funds holding

Funds holding: 55 [Q3] → 73 (+18) [Q4]

30% more capital invested

Capital invested by funds: $312M [Q3] → $406M (+$93.2M) [Q4]

4.69% less ownership

Funds ownership: 24.84% [Q3] → 20.16% (-4.69%) [Q4]

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $25 20% upside
• Avg. target: $28 34% upside
• High target: $30 43% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

Truist Securities Bertrand Donnes 40% 1-year accuracy 6 / 15 met price target	43% upside $30	Buy Maintained	17 Mar 2025
Keybanc Eric Heath 49% 1-year accuracy 18 / 37 met price target	20% upside $25	Overweight Maintained	4 Mar 2025
Barclays Betty Jiang 56% 1-year accuracy 19 / 34 met price target	43% upside $30	Overweight Maintained	30 Jan 2025
Keybanc Tim Rezvan 22% 1-year accuracy 8 / 37 met price target	29% upside $27	Overweight Maintained	13 Jan 2025