Liberty Energy (NYSE:LBRT) Issues Earnings Results

Liberty Energy (NYSE:LBRT) posted its quarterly earnings data on Wednesday. The company reported $0.06 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.06, FiscalAI reports. The company had revenue of $1.20 billion during the quarter, compared to analysts’ expectations of $1.19 billion. Liberty Energy had a net margin of 0.91% and a return on equity of 2.11%. The firm’s revenue for the quarter was up 26.3% on a year-over-year basis. During the same period in the prior year, the business posted ($0.06) earnings per share.

Liberty Energy Stock Performance

Shares of Liberty Energy stock opened at $15.32 on Friday. The firm has a market cap of $2.50 billion, a PE ratio of 64.19, a price-to-earnings-growth ratio of 3.02 and a beta of 0.71. The company has a quick ratio of 1.75, a current ratio of 1.99 and a debt-to-equity ratio of 0.74. Liberty Energy has a 52 week low of $14.76 and a 52 week high of $34.48. The business’s fifty day simple moving average is $19.18 and its 200-day simple moving average is $24.28.

Liberty Energy Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Friday, December 4th will be paid a $0.10 dividend. This is a boost from Liberty Energy’s previous quarterly dividend of $0.09. The ex-dividend date of this dividend is Friday, December 4th. This represents a $0.40 annualized dividend and a dividend yield of 2.6%. Liberty Energy’s dividend payout ratio is currently 48.65%.

Insider Transactions at Liberty Energy

In other Liberty Energy news, CFO Michael Stock sold 3,333 shares of the company’s stock in a transaction dated Tuesday, October 6th. The shares were sold at an average price of $20.00, for a total value of $66,660.00. Following the transaction, the chief financial officer owned 753,713 shares of the company’s stock, valued at $15,074,260. This represents a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Arjun N. Murti bought 14,053 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was bought at an average cost of $17.79 per share, for a total transaction of $250,002.87. Following the transaction, the director directly owned 41,621 shares of the company’s stock, valued at $740,437.59. The trade was a 50.98% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have sold a total of 16,665 shares of company stock valued at $319,301 over the last three months. Corporate insiders own 2.00% of the company’s stock.

Liberty Energy News Roundup

Here are the key news stories impacting Liberty Energy this week:

• Positive Sentiment: Liberty reported third-quarter revenue of approximately $1.2 billion, up 26% year over year and slightly ahead of analyst expectations. Adjusted net income was $10 million, or $0.06 per diluted share, compared with a loss in the year-ago quarter. Liberty Energy Third-Quarter 2026 Financial and Operational Results
• Positive Sentiment: The company reportedly secured a landmark 1.2-gigawatt AI power deal, offering a potential new demand source beyond traditional oilfield services and supporting the longer-term investment case. Liberty Energy Misses Q3 Estimates but Lands AI Power Deal
• Positive Sentiment: Liberty raised its quarterly dividend to $0.10 per share from $0.09, an 11.1% increase and the third consecutive fall dividend increase, signaling management confidence in future cash generation. Liberty Energy Dividend Increase
• Neutral Sentiment: Unusually heavy call-option activity—4,761 contracts purchased versus typical volume of about 2,001—indicates increased speculative interest, but does not establish a fundamental change in valuation.
• Negative Sentiment: Adjusted EPS of $0.06 missed the $0.08 Zacks consensus estimate. More broadly, Liberty posted a GAAP net loss of $39 million, or $0.24 per share, while adjusted EBITDA was $142 million, highlighting continued profitability pressure despite revenue growth. Liberty Energy Misses Q3 Earnings Estimates

Analyst Ratings Changes

A number of analysts have recently commented on the stock. Piper Sandler cut their target price on shares of Liberty Energy from $30.00 to $29.00 and set an “overweight” rating for the company in a research note on Monday. Zacks Research lowered shares of Liberty Energy from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 21st. Royal Bank Of Canada lowered their price objective on Liberty Energy from $34.00 to $29.00 and set a “sector perform” rating on the stock in a report on Friday, July 24th. UBS Group cut their price objective on Liberty Energy from $35.00 to $31.00 and set a “buy” rating for the company in a research note on Wednesday, September 30th. Finally, Barclays raised Liberty Energy from an “equal weight” rating to an “overweight” rating and increased their target price for the company from $23.00 to $27.00 in a report on Monday, September 28th. Eight research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Liberty Energy currently has a consensus rating of “Moderate Buy” and an average price target of $27.12.

Liberty Energy Company Profile

Liberty Energy Inc is an oilfield services company that provides completion and production services to exploration and production companies. Its primary business is hydraulic fracturing, a well-stimulation technique used to improve the flow of oil and natural gas from unconventional reservoirs.

The company also offers wireline services, well diagnostics, frac data analysis, engineering support, and related technologies designed to help customers plan, execute, and evaluate well-completion operations.