Capital One Financial Comments on Murphy Oil Q2 Earnings

Murphy Oil Co. (NYSE:MUR) – Research analysts at Capital One Financial raised their Q2 2025 earnings per share (EPS) estimates for shares of Murphy Oil in a research report issued on Wednesday, March 5th. Capital One Financial analyst B. Velie now forecasts that the oil and gas producer will post earnings of $0.86 per share for the quarter, up from their previous forecast of $0.64. The consensus estimate for Murphy Oil’s current full-year earnings is $2.94 per share. Capital One Financial also issued estimates for Murphy Oil’s Q3 2025 earnings at $0.96 EPS, Q4 2025 earnings at $1.02 EPS, FY2025 earnings at $3.37 EPS and FY2026 earnings at $4.31 EPS.

Other equities analysts also recently issued research reports about the company. Piper Sandler reduced their price target on Murphy Oil from $35.00 to $34.00 and set an “overweight” rating for the company in a research report on Thursday. UBS Group reduced their target price on shares of Murphy Oil from $34.00 to $32.00 and set a “neutral” rating for the company in a report on Monday, February 3rd. Roth Capital set a $37.00 price target on shares of Murphy Oil in a research note on Thursday, January 23rd. Barclays reissued an “equal weight” rating on shares of Murphy Oil in a research report on Monday, February 3rd. Finally, Mizuho decreased their price objective on Murphy Oil from $50.00 to $45.00 and set an “outperform” rating for the company in a report on Monday, December 16th. One analyst has rated the stock with a sell rating, ten have given a hold rating and four have assigned a buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $36.31.

Murphy Oil Stock Performance

Shares of Murphy Oil stock opened at $25.40 on Monday. The company has a debt-to-equity ratio of 0.24, a current ratio of 0.83 and a quick ratio of 0.77. The firm has a market cap of $3.70 billion, a price-to-earnings ratio of 9.44 and a beta of 2.18. The stock’s 50-day moving average is $28.94 and its 200-day moving average is $31.70. Murphy Oil has a one year low of $22.90 and a one year high of $49.14.

Murphy Oil (NYSE:MUR) last posted its quarterly earnings data on Thursday, January 30th. The oil and gas producer reported $0.35 EPS for the quarter, missing the consensus estimate of $0.62 by ($0.27). Murphy Oil had a net margin of 13.44% and a return on equity of 7.66%. During the same quarter in the prior year, the firm earned $0.90 earnings per share.

Murphy Oil Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 3rd. Shareholders of record on Tuesday, February 18th were given a dividend of $0.325 per share. The ex-dividend date of this dividend was Tuesday, February 18th. This is an increase from Murphy Oil’s previous quarterly dividend of $0.30. This represents a $1.30 annualized dividend and a yield of 5.12%. Murphy Oil’s dividend payout ratio (DPR) is 48.33%.

Insiders Place Their Bets

In related news, Director Claiborne P. Deming acquired 50,000 shares of the company’s stock in a transaction on Tuesday, February 4th. The stock was purchased at an average cost of $26.47 per share, with a total value of $1,323,500.00. Following the acquisition, the director now directly owns 931,651 shares of the company’s stock, valued at approximately $24,660,801.97. The trade was a 5.67 % increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Meenambigai Palanivelu bought 1,573 shares of the business’s stock in a transaction dated Wednesday, February 5th. The shares were bought at an average price of $26.70 per share, with a total value of $41,999.10. Following the completion of the transaction, the vice president now owns 37,065 shares in the company, valued at approximately $989,635.50. This trade represents a 4.43 % increase in their position. The disclosure for this purchase can be found here. Company insiders own 5.92% of the company’s stock.

Institutional Investors Weigh In On Murphy Oil

Several institutional investors and hedge funds have recently bought and sold shares of the company. Covestor Ltd raised its position in shares of Murphy Oil by 266.8% in the 3rd quarter. Covestor Ltd now owns 741 shares of the oil and gas producer’s stock valued at $25,000 after buying an additional 539 shares in the last quarter. Huntington National Bank raised its position in Murphy Oil by 342.8% during the fourth quarter. Huntington National Bank now owns 828 shares of the oil and gas producer’s stock valued at $25,000 after purchasing an additional 641 shares in the last quarter. GeoWealth Management LLC bought a new stake in Murphy Oil during the fourth quarter worth $39,000. Lindbrook Capital LLC lifted its stake in Murphy Oil by 60.5% during the fourth quarter. Lindbrook Capital LLC now owns 1,441 shares of the oil and gas producer’s stock worth $44,000 after purchasing an additional 543 shares during the last quarter. Finally, Headlands Technologies LLC boosted its holdings in shares of Murphy Oil by 32.9% in the 4th quarter. Headlands Technologies LLC now owns 1,903 shares of the oil and gas producer’s stock valued at $58,000 after purchasing an additional 471 shares in the last quarter. Institutional investors own 78.31% of the company’s stock.

About Murphy Oil

Murphy Oil Corporation, together with its subsidiaries, operates as an oil and gas exploration and production company in the United States, Canada, and internationally. It explores for and produces crude oil, natural gas, and natural gas liquids. The company was formerly known as Murphy Corporation and changed its name to Murphy Oil Corporation in 1964.