BKV CORPORATION
boothcheck covers BKV CORPORATION (BKV) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• BKV files as a single-segment natural gas producer, yet half of a two-plant combined-cycle power complex in the ERCOT North zone sits outside that line entirely, arriving on the income statement as ⟦earnings from equity affiliate⟧ of $14.9 million in 2025 rather than as operating profit. • The commodity does the deciding here: on essentially the same asset base, income attributable to the company ran $116.9 million in 2023, a loss of $142.9 million in 2024, and $173.1 million in 2025. • Two ca
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157 institutional managers reported holding BKV in 13F filings for the quarter ended 2026-03-31. Together they hold about 39% of the company; the top 10 hold 20%. 41 opened new positions that quarter. Held by Goldman Sachs, Vanguard Group, BlackRock, among others. On the short side, 4.8M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (7.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at BKV over the trailing three years: 2024: 15 buys totaling $2.21M. 29 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BKV's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-11-14 | -0.1% | +14.5% |
| 2025-04-01 | -10.9% | +7.4% |
| 2025-05-10 | +6.5% | +11.3% |
| 2025-08-13 | +8.1% | -1.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BKV's latest 8-K filings: 2026-06-12 (items 5.07); 2026-05-22 (items 1.01, 9.01); 2026-05-07 (items 2.02, 7.01, 9.01); 2026-03-12 (items 1.01, 8.01, 9.01); 2026-03-11 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.