Vermilion Energy: Buy It Before The Hedges Expire

Vermilion Energy is rated a buy with roughly 25 to 30 percent probability-weighted upside. The market prices the stock as if its hedges never expire, but they roll off contractually. Hedged production falls from 47 percent for the remainder of 2026 to roughly 30 percent through 2028. VET earned $20.55 per BOE last quarter and $25.65 before hedging losses. Continuing operations production rose 4.3 percent to 125,787 BOE per day. European gas is only 13 percent of volumes but drives a realized gas price more than triple AECO.

Seeking Alpha • Aug 7, 2026

Vermilion Energy: Coming Off Strong After A Great Q2 Showing

Vermilion Energy Inc. delivered strong top and bottom-line results, surpassing consensus and significantly improving its financial profile through aggressive deleveraging. Vermilion Energy's global footprint enables exposure to Brent oil and European gas benchmarks, but recent hedging losses from surging EU gas prices have weighed on earnings. Despite a low P/FFO multiple of 2.44x and a >3% forward yield, Vermilion Energy trades at a steep discount to peers, reflecting market concerns over its hedgebook and global exposure.

Seeking Alpha • Aug 6, 2026

Vermilion Energy: Better Execution, Still Not Clean Enough

Vermilion Energy offers diversified production with premium European gas exposure, differentiating it from typical Canadian E&Ps. Q2 results exceeded production guidance without increasing capex, driving strong free cash flow and improved operational efficiency. Despite attractive valuation (~0.66x NAV, ~50% implied upside), VET's high net debt and commodity/regulatory risks justify a Hold rating.

Seeking Alpha • Aug 6, 2026

Vermilion Energy Q2 Earnings Call Highlights

Vermilion Energy NYSE: VET reported second-quarter production above the top end of its guidance range, increased its full-year output outlook without raising its capital budget, and expanded its shareholder-return target as debt reduction continued.

MarketBeat • Aug 1, 2026

Vermilion Energy Inc. (VET:CA) Q2 2026 Earnings Call Transcript

Vermilion Energy Inc. (VET:CA) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 30, 2026

Vermilion Energy Inc. Announces $0.135 CDN Cash Dividend for September 29, 2026 Payment Date

CALGARY, AB, July 29, 2026 /PRNewswire/ -- Vermilion Energy Inc. ("Vermilion") (TSX: VET) (NYSE: VET) is pleased to announce a cash dividend of $0.135 CDN per common share, payable on September 29, 2026, to all shareholders of record on September 15, 2026. This dividend is an eligible dividend for the purposes of the Income Tax Act (Canada).

PRNewsWire • Jul 29, 2026

Vermilion Energy Inc. Reports Q2 2026 Results, Increases Annual Production Guidance and Enhances Return of Capital Framework

CALGARY, AB, July 29, 2026 /PRNewswire/ -- Vermilion Energy Inc. ("Vermilion", "We", "Our", "Us" or the "Company") (TSX: VET) (NYSE: VET) is pleased to report operating and condensed financial results for the three and six months ended June 30, 2026. The unaudited interim financial statements and management discussion and analysis for the three and six months ended June 30, 2026 will be available on the System for Electronic Document Analysis and Retrieval Plus ("SEDAR+") at www.sedarplus.ca , on EDGAR at www.sec.gov/edgar.shtml , and on Vermilion's website at www.vermilionenergy.com.

PRNewsWire • Jul 29, 2026

Vermilion Energy Inc. Announces TSX Approval for Renewal of Normal Course Issuer Bid and Confirms Q2 2026 Release Date and Conference Call Details

CALGARY, AB, July 8, 2026 /PRNewswire/ - Vermilion Energy Inc. ("Vermilion", "We", "Our", or the "Company") (TSX: VET) (NYSE: VET) is pleased to announce that the Toronto Stock Exchange ("TSX") has approved the notice of Vermilion's intention to commence a normal course issuer bid ("NCIB") through the facilities of the TSX, New York Stock Exchange and other alternative trading platforms in Canada and the United States. The NCIB allows Vermilion to purchase up to 15,157,179 common shares, representing approximately 10% of its public float as at June 30, 2026, over a twelve-month period commencing on July 12, 2026.

PRNewsWire • Jul 8, 2026

Clarion Partners, Vermilion Development, and Quartz Lake Capital Announce Opening of The Duncan

NEW YORK--(BUSINESS WIRE)--Clarion Partners, a leading real estate investment manager and partially owned subsidiary of Franklin Templeton, Vermilion Development, a full-service real estate investment and development company, and Quartz Lake Capital, a private equity real estate investor and manager, announce the opening of The Duncan, a 309-unit multifamily community located within a federally-designated Opportunity Zone at 1625 Lock Lane in Madison, Wisconsin. Overlooking Lake Mendota and sit.

Business Wire • May 27, 2026

Vermilion Energy: Undervalued Even After A 100% Rally (Rating Downgrade)

Vermilion Energy is downgraded to Buy after a >100% rally, with valuation less asymmetric but still attractive. VET's portfolio shift toward long-life European gas assets and improved capital efficiency supports robust free cash flow and shareholder returns. Despite substantial hedging (~50% of 2026 production), VET trades at a >16% FCF yield and targets a $16/share fair value, implying 30% upside.

Seeking Alpha • May 22, 2026