Adage Capital Partners Gp, L.L.C. Adds $6M in Antero Resources Corporation ($AR)
The fund increased its holdings in Antero Resources by 5.2%, now holding 3.62 million shares.
Key Points
- Adage Capital Partners increased its stake in Antero Resources by 5.2%, adding 180,000 shares to hold 3.62 million shares valued at $127.2 million.
- Shares of NYSE:AR traded near $35.17 on Saturday, with a market cap of $10.9 billion and a P/E ratio of 11.38.
- Analysts such as Mizuho and UBS maintain a 'buy' rating on Antero Resources, with price targets up to $57.
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Adage Capital Partners Gp, L.L.C. has increased its stake in Antero Resources Corporation (NYSE:AR) by 5.2%. The fund added 180,000 shares, bringing its total holdings to 3,618,110 shares valued at approximately $127.2 million, according to its latest Form 13F filing with the SEC for the quarter ended March 31, 2026.
Adage Capital Partners Gp, L.L.C. vs. the S&P 500
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What Changed in Adage Capital Partners' Antero Resources Position
Adage Capital Partners grew its position in Antero Resources by 5.2%, increasing its shares from 3,438,110 to 3,618,110. The additional 180,000 shares reflect a substantial investment in the energy company, now valued at around $127.2 million.
Other Institutional Activity in Antero Resources
BlackRock, Inc. grew its holdings by 1,335,807 shares, ending with 27,428,502 shares worth about $1.16 billion. FMR LLC reduced its position by 881,165 shares, holding 22,775,239 shares valued at approximately $966.6 million. Vanguard Portfolio Management LLC opened a new position with 14,034,748 shares, valued at $595.6 million, while Vanguard Capital Management LLC also initiated a stake with 13,195,510 shares worth $560 million. State Street Corp increased its holdings by 917,432 shares to 10,803,564 shares, with a value of about $458.5 million.
Antero Resources Corporation Stock Down 8.5%
Shares of Antero Resources (NYSE:AR) traded near $35.17 on Saturday. The company has a market capitalization of $10.9 billion, with a P/E ratio of 11.38 and a forward P/E of 7.51. Antero Resources has a beta of 0.323, indicating low volatility relative to the market. The stock's 52-week range is between $29.10 and $45.75, with a 50-day moving average of $36.52 and a 200-day moving average of $35.51. The company's current and quick ratios are 0.4 and 0.287, respectively, with a debt-to-equity ratio of 57.77.
$AR stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Antero Resources reported revenue of $5.63 billion, with a growth rate of 34.3%. The company's net margin stands at 17.1%, and it achieved a return on equity of 12.8%. The earnings per share (EPS) is $3.09. The next earnings report is expected on July 29, 2026.
Insider Buying and Selling at Antero Resources Corporation
On May 4, 2026, Yvette Schultz, Senior Vice President and Chief Compliance Officer, sold 39,490 shares at an average price of $39.27. CEO Michael Kennedy sold 185,826 shares at $39.33 under a Rule 10b5-1 plan on the same day. On April 10, 2026, insiders Jacqueline Mutschler, Thomas Tyree Jr., Vicky Sutil, and Howard Keenan Jr. each bought 1,418 shares, although the transaction price was not disclosed.
Analysts Set New Price Targets
On June 25, 2026, Mizuho maintained a 'buy' rating on Antero Resources with a price target of $57. Barclays also maintained its 'hold' rating with a $45 target on June 24, 2026. UBS and Morgan Stanley both maintained 'buy' ratings, with targets of $56. The consensus among 20 analysts is a 'buy' rating, with a mean price target of $50.40.
About Antero Resources
Antero Resources Corporation is an independent oil and natural gas company based in Denver, Colorado. The company explores, develops, and acquires natural gas and oil properties in the United States. It operates mainly in the Appalachian Basin, with significant holdings in the Marcellus and Utica shale formations. Antero Resources also owns gathering and compression systems, including extensive gas pipelines.
Bottom Line
Adage Capital Partners' increased stake in Antero Resources highlights ongoing institutional interest in the energy sector. This 13F filing reflects the fund's position as of March 31, 2026, and may not represent its current holdings. Investors often track these filings to gauge institutional sentiment, but they should remember that the data is backward-looking.
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