NOG 8-K: Guidance raise

Northern Oil and Gas

Filed with the SEC on · accession 0001104485-26-000047

NOG filed a 8-K (current report) with the SEC on Nov 5, 2026. Northern Oil and Gas reported record Q3 2026 production of 156,239 Boe/d and raised its full-year 2026 production guidance to 147,000-150,000 Boepd while holding capital spending flat.

Summary of the filing

Northern Oil and Gas reported record Q3 2026 production of 156,239 Boe/d and raised its full-year 2026 production guidance to 147,000-150,000 Boepd while holding capital spending flat. The company also reported a GAAP net loss of $111.8 million due to non-cash derivative losses, but record Adjusted EBITDA of $444.5 million and $148.6 million of free cash flow.

Key details

Q3 2026 oil and natural gas sales$697.7M
Q3 2026 GAAP net loss-$111.8M
Q3 2026 Adjusted EBITDA$444.5M
Q3 2026 Adjusted Net Income$142.2M
Q3 2026 cash flow from operations$397.7M
Q3 2026 free cash flow$148.6M
Q3 2026 capital expenditures$247.3M
Q3 2026 Ground Game acquisitions$56.5M
Q3 2026 total debt retired$100.0M
Senior Notes issued in August 2026$500.0M
Q3 2026 share repurchases$16.0M
Q3 2026 unrealized mark-to-market loss on derivatives-$308.0M
Q3 2026 realized hedge losses-$51.4M
Total liquidity as of September 30, 2026$1.6B
IssuerNorthern Oil and Gas, Inc.
Chief executive officerNick O'Grady

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Frequently asked questions

What did NOG file with the SEC on Nov 5, 2026?

NOG filed a 8-K (Guidance raise). Northern Oil and Gas reported record Q3 2026 production of 156,239 Boe/d and raised its full-year 2026 production guidance to 147,000-150,000 Boepd while holding capital spending flat. The company also reported a GAAP net loss of $111.8 million due to non-cash derivative losses, but record Adjusted EBITDA of $444.5 million and $148.6 million of free cash flow.

What does a guidance raise mean for NOG stock?

Guidance is the company’s own forecast. Investors price stocks on the future, so a raise or cut often moves the stock more than the past quarter’s numbers.

How do I read a 8-K?

A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more. The "Item" number tells you the topic (e.g. 2.02 results, 5.02 executive change, 1.01 new agreement, 1.03 bankruptcy). Exhibits (99.1 press release) usually hold the details.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 8-K (current report): A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more.

Other NOG SEC filings

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