Hess stock price target raised to $173 from $163 at UBS on Guyana outlook

Published 11/06/2025, 15:12
Hess stock price target raised to $173 from $163 at UBS on Guyana outlook

UBS raised its price target on Hess Corp . (NYSE:HES) to $173.00 from $163.00 on Wednesday, while maintaining a Buy rating on the stock. The energy company, currently valued at $42.7 billion, trades at a P/E ratio of 19.17x. According to InvestingPro data, analyst targets for Hess range from $136 to $193, with the stock showing strong returns over the past five years.

The price target increase reflects UBS’s updated valuation of Hess’s Guyana operations, with the firm citing a stronger production outlook supported by tiebacks and infill drilling, along with lower operating costs. The company has demonstrated solid financial performance, maintaining dividend payments for 39 consecutive years while operating with a moderate level of debt.

UBS noted that an arbitration process involving Hess is currently underway and is expected to continue until late August or September of this year.

The firm has also raised its downside case valuation for Hess to $126 per share, indicating less downside risk than previously expected. This assessment is based on the disclosed 11+ billion barrels of oil equivalent (Bboe) discoverable resource, with UBS suggesting even less downside potential should the resource reach 15 Bboe.

UBS views Hess as offering a positive 3.4:1 risk/reward ratio compared to Chevron (NYSE:CVX)’s price target, supporting the firm’s position that Hess represents "the more levered way to gain upside exposure to CVX."

In other recent news, Hess Corporation reported first-quarter earnings and revenue that exceeded analyst expectations. The company posted adjusted earnings of $1.81 per share, surpassing the consensus estimate of $1.73, while revenue reached $2.94 billion, above the anticipated $2.85 billion. Despite a decline in the average realized crude oil selling price to $71.22 per barrel from $80.06 a year ago, Hess maintained stable production levels at 476,000 barrels of oil equivalent per day. The company expects production to increase slightly in the second quarter. Additionally, Hess Corporation declared a regular quarterly dividend of 50 cents per share, with shareholders of record as of June 16, 2025, eligible for payment on June 30, 2025. The dividend declaration aligns with the company’s ongoing policy of distributing earnings to shareholders. Hess also highlighted progress on its Yellowtail development in Guyana, which is on track to begin production in the third quarter of 2025. The development is expected to have an initial capacity of 250,000 barrels of oil per day.

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