UBS reiterates Buy rating on Ovintiv stock ahead of 2Q results

Published 01/07/2025, 12:54
UBS reiterates Buy rating on Ovintiv stock ahead of 2Q results

Investing.com - UBS maintained its Buy rating and $43.00 price target on Ovintiv Inc. (NYSE:OVV), currently trading at $38.05, ahead of its second-quarter earnings report due July 23. According to InvestingPro, the company maintains a GOOD financial health score, with strong profitability metrics.

The investment firm expects Ovintiv to report both total production and oil/condensate production above the midpoint of the company’s guidance ranges, continuing the trend observed in recent quarters.

Despite recent volatility in crude oil and natural gas prices, UBS anticipates Ovintiv will maintain its current 2025 outlook without significant changes.

Ovintiv is scheduled to host a Montney Day on July 9, 2025, where the company is expected to provide details on the integration of the Paramount assets, along with broader resource and infrastructure updates.

UBS views both the upcoming Montney Day presentation and second-quarter results as potential positive catalysts for the stock.

In other recent news, Ovintiv Inc. has been the subject of several notable developments. Mizuho (NYSE:MFG) has maintained an Outperform rating for Ovintiv, projecting the company will surpass market expectations with approximately 1% higher EBITDAX and 11% higher free cash flow, driven by improved oil price realizations. Meanwhile, Goldman Sachs upgraded Ovintiv’s stock rating from Neutral to Buy, citing an improved inventory position and an attractive risk/reward profile compared to larger peers. Fitch Ratings revised its outlook for Ovintiv to positive, affirming its ’BBB-’ rating due to enhanced business profile and debt reduction progress. The company has been questioned by U.S. senators regarding lobbying activities related to a new tax bill, with concerns about potential tax loopholes. Ovintiv’s strategic moves, including the acquisition of Montney inventory and divestiture of higher-cost assets, have been highlighted as key factors in its improved business outlook. The company remains committed to its capital return program, with plans to allocate at least 50% of post-base dividend free cash flow to shareholders. Recent acquisitions have strengthened Ovintiv’s position, adding significant production capacity and extending inventory life. Fitch anticipates that Ovintiv will continue its debt reduction efforts, potentially reaching a long-term target of $4.0 billion over the next 12-18 months.

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