RRC Range Resources Corp

Institutional investors are increasing their holdings in Range Resources (RRC) as the company generates significant cash flow from natural gas production, leading to share buybacks and dividends. Despite recent stock volatility, the company boasts a strong long-term shareholder return and appears undervalued compared to analyst targets and intrinsic estimates. The narrative suggests a fair value of $41.91, emphasizing efficiency gains and strong free cash flow, but acknowledges risks from infrastructure bottlenecks and LNG demand.

Institutional investors are increasingly focusing on Range Resources' strong operating cash flow, low-cost Appalachian acreage, and efficient operations, despite volatile natural gas prices. The company's recent Q3 2025 results show profitability, continued share repurchases, and dividends, reinforcing its investment appeal based on efficiency and capital returns. However, potential tighter regulation of Appalachian pipelines and infrastructure remains a key risk for investors.

Builder Investment Group Inc. ADV increased its stake in Range Resources Corporation (NYSE:RRC) by 84.5% in Q3, investing $5.15 million and making it 1.2% of their portfolio. Major institutional investors like Boston Partners and Invesco also significantly raised their holdings, contributing to a 98.93% institutional ownership. Range Resources reported Q3 EPS of $0.57, surpassing estimates, with revenue up 21.7% year-over-year.

Aristotle Capital Boston, LLC's "Small Cap Equity Fund" highlighted Range Resources Corporation (NYSE: RRC) in its third-quarter 2025 investor letter, noting the company's strong position in natural gas extraction from the Marcellus and Utica Shale formations. Despite the fund underperforming the Russell 2000 Index, it sees potential for increased shareholder value in RRC due to its deep inventory and opportunities for drilling efficiencies. However, Insider Monkey suggests that some AI stocks may offer greater returns in a shorter timeframe compared to RRC.

Cox Capital Mgt LLC acquired a new position of 29,287 shares, valued at $1.10 million, in Range Resources (NYSE:RRC) during Q3. Institutional investors own 98.93% of RRC, with several increasing their stakes. Range Resources recently exceeded EPS estimates but missed on revenue, and announced a $0.09 quarterly dividend.

Range Resources (RRC) has extended its streak of earnings beats, supported by effective natural gas hedging that helps stabilize commodity price swings. Despite a recent short-term share price dip, its impressive 5-year total shareholder return of 399.01% highlights long-term momentum. The stock is currently trading at a discount to analyst targets, with a narrative fair value of $41.91 against a last close of $35.42, driven by projected growth from increasing U.S. LNG export capacity.