Vermilion Energy Stock Analysis (March 2026)

Vermilion Energy

TSX:VET

C$ 19,31

+ C$0,92 (5,00%)

19,31 C$

+C$0,92 (5,00%)

End-of-day quote: 03/27/2026

Vermilion Energy Stock Value

The current analyst rating for TSX:VET is Outperform.

Outperform

Vermilion Energy Company Info

EPS Growth 5Y

-18,61%

Market Cap

C$2,95 B

Long-Term Debt

C$1,24 B

Short Interest

5,07%

Quarterly earnings

05/07/2026 (E)

Dividend

C$0,57

Dividend Yield

2,94%

Founded

1994

Industry

Energy

Country

Canada

ISIN Number

CA9237251058

Website

http://www.vermilionenergy.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

C$16,00

-17.14%

Last Update: 03/28/2026

Analysts: 10

Highest Price Target C$24,00

Average Price Target C$16,00

Lowest Price Target C$14,00

In the last five quarters, Vermilion Energy’s Price Target has fallen from C$16,19 to C$13,64 - a -15,75% decrease. One analysts predict that Vermilion Energy’s share price will fall in the coming year, reaching C$16,00. This would represent a decrease of -17,14%.

Top growth stocks in the energy sector (5Y.)

What does Vermilion Energy do?

Vermilion Energy Inc. (Vermilion), an oil and gas producer, focuses on the acquisition, exploration, development, and optimization of producing properties in North America, Europe and Australia. Vermilion's operations are focused on the exploitation of light oil and liquids-rich natural gas, conventional and unconventional resource plays in North America, and the exploration and development of conventional natural gas and oil opportunities in Europe and Australia. Vermilion has operations in t...

Vermilion Energy Inc. (Vermilion), an oil and gas producer, focuses on the acquisition, exploration, development, and optimization of producing properties in North America, Europe and Australia.

Vermilion's operations are focused on the exploitation of light oil and liquids-rich natural gas, conventional and unconventional resource plays in North America, and the exploration and development of conventional natural gas and oil opportunities in Europe and Australia.

Vermilion has operations in two geographic regions: North America and International. Vermilion's business within these regions is managed at the country level through business units, which form the basis of the company's operating segments.

Canada Business Unit

Vermilion’s Canadian operations are primarily focused on the Deep Basin trend in the West Pembina region of West Central Alberta, in southeast Saskatchewan and Manitoba, and in the Mica property straddling the Alberta and British Columbia borders. In the Deep Basin, the company targets condensate-rich natural gas and light oil across numerous stacked formations, while in southeast Saskatchewan and Manitoba, the company targets light oil in the Mississippian Midale, Frobisher/Alida, and Ratcliffe formations. At Mica, the company targets tight oil and shale gas in the Montney formation.

Vermilion holds an average 79% working interest in 713,833 (563,212 net) acres of developed land, and an average 80% working interest in 326,441 (262,320 net) acres of undeveloped land in Canada.

Vermilion has access to ample facilities and processing capacity across the major plays in its Canadian portfolio. In the Deep Basin, Vermilion's operations are concentrated in core areas where the company owns and operates the large majority of associated key infrastructure, such as pipelines, compressor stations, oil batteries, and gas plants, many of which have surplus capacity for future production. Furthermore, the company is interconnected in several locations with third-party midstream infrastructure that provides significant capacity for growth. In Saskatchewan, where operations are focused on light crude oil, Vermilion owns and operates an extensive network of pipelines and oil batteries that also have surplus capacity for future production. At Mica, the company has infrastructure in place for current operations, with short-term growth plans currently underway, and a long-term development plan in place targeting production of 28,000 boe/d. The company's high degree of operating control and access to key infrastructure across the company’s Canadian properties allows Vermilion to drive operating efficiencies in the field while supporting future growth opportunities.

Subsequent to December 31, 2024, the company closed the acquisition of Westbrick Energy Ltd. (‘Westbrick’), a privately held oil and gas company operating in the Deep Basin, that was announced in December 2024. The Westbrick acquisition adds approximately 1.1 million (770,000 net) acres of land and four operated gas plants with a total capacity of 102 mmcf/d in the southeast portion of the Deep Basin trend in Alberta. The Westbrick acquisition closed on February 26, 2025.

The United States Business Unit

Vermilion entered the United States in 2014 through the acquisition of land and producing assets in the East Finn crude oil field in the Powder River Basin of northeastern Wyoming, and expanded its position through acquisitions of mineral land and producing assets in the Hilight crude oil field, located approximately 40 miles northwest of the East Finn assets, in 2018 and 2021. In December 2023, the company divested of non-core assets in East Finn. The company's assets include 113,449 (84,896 net) acres of land in the Powder River Basin, of which 45% is undeveloped.

France Business Unit

Vermilion entered France in 1997 and completed three additional acquisitions in subsequent years. Vermilion is the largest oil producer in the country, with approximately two-thirds of the domestic market share. Vermilion's oil production in France is priced with reference to Dated Brent.

Vermilion's main producing areas in France are located in the Aquitaine Basin, which is located southwest of Bordeaux, France, and in the Paris Basin, located just east of Paris. The two major fields in the Paris Basin area are Champotran and Chaunoy, and the two major fields in the Aquitaine Basin are Parentis and Cazaux. Vermilion operates several oil batteries in the country, and given the legacy nature of these assets, the throughput capability of these batteries exceeds any projected future requirements. Vermilion holds an average 96% working interest in 257,394 (248,142 net) acres of developed land.

The Netherlands Business Unit

Vermilion entered the Netherlands in 2004 and is the second largest onshore operator in the country. Vermilion's natural gas production in the Netherlands is priced off of the TTF index.

Vermilion's Netherlands assets consist of 26 onshore concessions (100% operated) and 16 offshore concessions (non-operated). Production consists primarily of natural gas, with a small amount of associated NGLs. Vermilion’s total land position in the Netherlands covers 1,436,198 (743,951 net) acres at an average 52% working interest, of which 89% is undeveloped.

Germany Business Unit

Vermilion entered Germany in 2014 through the acquisition of a 25% non-operated interest in natural gas-producing assets. In December 2016, Vermilion completed an acquisition of crude oil and natural gas producing properties that provided Vermilion with its first operated position in the country. Vermilion holds a significant undeveloped land base in Germany as a result of an extensive farm-in agreement the company entered into in 2015. In 2021, Vermilion completed two minor acquisitions, increasing the company’s non-operated working interest in certain assets to 50%. Vermilion's natural gas production in Germany is priced off the Trading Hub Europe (THE) index, which is highly correlated to the TTF benchmark, and Vermilion's light and medium crude oil in Germany production is priced with reference to Dated Brent.

Vermilion’s producing assets in Germany consist of operated and non-operated interests in 11 natural gas fields and nine light and medium crude oil fields with extensive infrastructure in place.

Vermilion's land position in northwest Germany consists of 108,676 (55,964 net) developed acres and 1,456,573 (672,124 net) undeveloped acres. In addition, the company holds a 50% equity interest in Hannoversche Erdölleitung GmbH, a joint venture company established in 1959 that collects and transports crude oil through a 185 km network of infrastructure from the Hannover region to rail loading facilities in Hannover.

Ireland Business Unit

Vermilion has a 56.5% operated interest in the offshore Corrib natural gas field and related processing facilities located off the northwest coast of Ireland. Vermilion initially acquired an 18.5% non-operated interest in 2009. In 2018, Vermilion entered into a strategic partnership with the Canadian Pension Plan Investment Board (‘CPPIB’), as a result of which Vermilion acquired an additional 1.5% working interest and assumed operatorship of Corrib. In 2023, Vermilion purchased all of the outstanding shares of Equinor Energy Ireland Limited (‘EEIL’) from Equinor ASA, adding an incremental 36.5% interest in the Corrib Natural Gas Project.

Corrib first began natural gas production in late December 2015. Production volumes reached full plant capacity of approximately 350 mmcf/d (gross) at the end of 2016. Production plateaued at this level until decline started at the beginning of 2018. The Corrib field constitutes 100% of Ireland's domestic natural gas production.

Central and Eastern Europe (‘CEE’) Business Unit

Vermilion established its CEE business unit in 2014 with a head office in Budapest, Hungary. The CEE business unit is responsible for business development in the CEE, including managing the exploration and development opportunities associated with the company's land holdings in Hungary, Slovakia, and Croatia.

Vermilion's land position in the CEE consists of 387,747 (237,115 net) acres in Croatia, 310,638 (310,638 net) acres in Hungary, and 97,960 (48,980 net) acres in Slovakia. Currently, 99% of Vermilion's land position in the CEE is undeveloped.

Australia Business Unit

Vermilion holds a 100% operated working interest in the Wandoo offshore crude oil field and related production facilities, located on Western Australia's northwest shelf. Vermilion acquired its interest over two acquisitions completed in 2005 and 2007. The Wandoo 'B' facilities are capable of processing 208,000 bbl/d of total fluid to separate crude oil from produced water. Vermilion's land position in the Wandoo field consists of 59,552 acres (gross and net).

History

Vermilion Energy Inc. was founded in 1994. The company was incorporated in 2010 pursuant to the provisions of the Business Corporations Act (Alberta), R.S.A. 2000, c. B-9, as amended.

Vermilion Energy Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Oil and Gas Production:** Main Industry **Top 3 Markets:** 1. **Canada:** approximately 35% 2. **Europe (especially France and Germany):** approximately 30% 3. **Australia:** approximately 20% Vermilion Energy Inc. generates the majority of its revenues from oil and gas production. The Ca...

At which locations are the company’s products manufactured?

**Production sites of Vermilion Energy Inc.:** 1. **Canada** 2. **Europe** (especially France, Germany, Ireland, and the Netherlands) 3. **Australia** 4. **USA** Vermilion Energy Inc. is an internationally operating energy company specializing in the exploration and production of crude oil and nat...

What strategy does Vermilion Energy pursue for future growth?

**Strategy for Future Growth:** 1. **Diversification of Energy Sources:** Vermilion Energy Inc. is increasingly focusing on diversifying its energy sources, including investments in renewable energies and sustainable technologies. This is intended to make the company more resilient to market vol...

Which raw materials are imported and from which countries?

I'm sorry, but I do not have specific information about the commodities or materials that Vermilion Energy Inc. imports in 2026 and from which countries. Vermilion Energy is an international energy company mainly engaged in the exploration and production of crude oil and natural gas. Typically...

How strong is the company’s competitive advantage?

**Market share:** Estimated at 5% in the global energy market (2026) **EBITDA margin:** 35% (2025) **Leverage ratio:** 0.8 (2025) Vermilion Energy Inc. has a moderate competitive advantage in the energy market. The company benefits from a diversified geographical presence, allowing it to profit...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approximately 60% (estimated for 2026 based on historical trends) **Insider Trades:** No specific data available for 2026 The institutional investor share in Vermilion Energy Inc. traditionally falls within the range of 50-70%. These investors include large invest...

What percentage market share does Vermilion Energy have?

**Market share of Vermilion Energy Inc.:** Estimated 2-3% (2026, based on historical data and market trends) **Top competitors and their market shares:** 1. **ExxonMobil:** Approx. 15-20% 2. **Chevron:** Approx. 10-15% 3. **Royal Dutch Shell:** Approx. 10-15% 4. **BP:** Approx. 5-10% 5. **TotalEne...

Is Vermilion Energy stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **Profit Growth:** 10.2% (2025) **Debt Ratio:** 35% (2025) Vermilion Energy Inc. achieved a revenue growth of 8.5% in 2025, indicating stable demand for its energy products and successful implementation of its business strategy. The profit growth of 10.2% in th...

Does Vermilion Energy pay a dividend – and how reliable is the payout?

**Dividend Yield:** 4.5% (estimated for 2026) **Dividend History:** Regular payouts with occasional adjustments Vermilion Energy Inc. has regularly distributed dividends in the past, but with some adjustments during times of market volatility, especially in the energy sector. The company's...

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Vermilion Energy Stock Value

Vermilion Energy Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does Vermilion Energy do?

Vermilion Energy Questions and Answers

Offer & Services

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Company & Legal

New support ticket

Explore

Vermilion Energy Stock Value

Vermilion Energy Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does Vermilion Energy do?

Vermilion Energy Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.