UBS reiterates Buy rating on Chevron stock after Hess acquisition completion

Published 21/07/2025, 15:14
UBS reiterates Buy rating on Chevron stock after Hess acquisition completion

Investing.com - UBS has reiterated its Buy rating and $177.00 price target on Chevron (NYSE:CVX), currently trading at $149.87, following the completion of the Hess acquisition. The oil giant, with a market capitalization of $261.94 billion, has maintained an impressive 37-year streak of consecutive dividend increases, currently yielding 4.56%.

The oil giant announced Monday that it has finalized the Hess acquisition, coming after the International Chamber of Commerce ruled in favor of Chevron and Hess in the Guyana Stabroek Block Arbitration Hearing.

UBS identifies Chevron’s upcoming November 12 Analyst Day as the next key catalyst for the stock, with the newly acquired Hess assets expected to be a focal point of the presentation.

The transaction increases Chevron’s estimated five-year production and free cash flow growth rates while enhancing visibility of the company’s growth outlook, according to UBS.

UBS expects the stronger growth outlook to narrow the valuation gap between Chevron and Exxon Mobil (NYSE:XOM).

In other recent news, Chevron Corporation has completed its acquisition of Hess Corporation (NYSE:HES), creating an integrated oil giant. This merger combines Chevron’s existing portfolio with Hess’s assets, including a significant stake in Guyana’s Stabroek Block, enhancing Chevron’s growth profile. Chevron expects the acquisition to be accretive to cash flow per share by 2025, with $1 billion in annual cost synergies targeted by the end of that year. In a separate development, Chevron is restructuring its operations to cut costs by up to $3 billion by 2026, centralizing its offshore and shale assets under unified management. Meanwhile, UBS has reiterated its Buy rating on Chevron stock, maintaining a price target of $177.00, while anticipating strong operational performance despite expected lower earnings due to weaker oil prices. Block Inc. is also making headlines with its inclusion in the S&P 500 index, replacing Hess Corp following its acquisition by Chevron. This milestone for Block signifies its growth from a small payment processor to a diversified financial services provider. The inclusion in the index typically results in increased stock purchases by funds tracking the S&P 500.

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