Q2 EPS Estimates for Murphy Oil Cut by Capital One Financial

Murphy Oil Co. (NYSE:MUR) – Analysts at Capital One Financial dropped their Q2 2025 earnings per share estimates for shares of Murphy Oil in a research note issued to investors on Tuesday, February 4th. Capital One Financial analyst B. Velie now expects that the oil and gas producer will post earnings per share of $0.64 for the quarter, down from their prior forecast of $0.95. The consensus estimate for Murphy Oil’s current full-year earnings is $3.33 per share. Capital One Financial also issued estimates for Murphy Oil’s Q3 2025 earnings at $0.72 EPS, Q4 2025 earnings at $0.75 EPS, FY2025 earnings at $2.74 EPS and FY2026 earnings at $3.14 EPS.

A number of other equities analysts also recently weighed in on the company. Barclays dropped their target price on Murphy Oil from $37.00 to $34.00 and set an “equal weight” rating on the stock in a report on Monday. Piper Sandler cut their target price on shares of Murphy Oil from $39.00 to $35.00 and set an “overweight” rating for the company in a research report on Wednesday, January 29th. Wells Fargo & Company lowered their price target on shares of Murphy Oil from $35.00 to $31.00 and set an “equal weight” rating on the stock in a report on Friday, January 31st. KeyCorp cut their price objective on Murphy Oil from $50.00 to $37.00 and set an “overweight” rating for the company in a report on Monday. Finally, Mizuho lowered their target price on Murphy Oil from $50.00 to $45.00 and set an “outperform” rating on the stock in a research note on Monday, December 16th. One investment analyst has rated the stock with a sell rating, ten have assigned a hold rating and four have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $36.33.

Murphy Oil Stock Down 1.5 %

NYSE:MUR opened at $26.27 on Thursday. The business’s fifty day moving average price is $30.21 and its 200 day moving average price is $33.46. The firm has a market capitalization of $3.83 billion, a price-to-earnings ratio of 9.77 and a beta of 2.14. The company has a current ratio of 0.83, a quick ratio of 0.77 and a debt-to-equity ratio of 0.24. Murphy Oil has a 1-year low of $25.26 and a 1-year high of $49.14.

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

Murphy Oil Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 3rd. Stockholders of record on Tuesday, February 18th will be given a $0.325 dividend. This is a positive change from Murphy Oil’s previous quarterly dividend of $0.30. The ex-dividend date is Tuesday, February 18th. This represents a $1.30 dividend on an annualized basis and a dividend yield of 4.95%. Murphy Oil’s dividend payout ratio (DPR) is currently 44.61%.

Insider Transactions at Murphy Oil

In other Murphy Oil news, VP Meenambigai Palanivelu purchased 1,573 shares of the company’s stock in a transaction on Wednesday, February 5th. The shares were bought at an average cost of $26.70 per share, with a total value of $41,999.10. Following the transaction, the vice president now directly owns 37,065 shares in the company, valued at approximately $989,635.50. This represents a 4.43 % increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Claiborne P. Deming purchased 50,000 shares of Murphy Oil stock in a transaction on Tuesday, February 4th. The stock was bought at an average cost of $26.47 per share, with a total value of $1,323,500.00. Following the completion of the acquisition, the director now owns 931,651 shares in the company, valued at approximately $24,660,801.97. This trade represents a 5.67 % increase in their ownership of the stock. The disclosure for this purchase can be found here. 5.95% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Murphy Oil

Large investors have recently added to or reduced their stakes in the company. Lindbrook Capital LLC raised its stake in shares of Murphy Oil by 60.5% in the 4th quarter. Lindbrook Capital LLC now owns 1,441 shares of the oil and gas producer’s stock valued at $44,000 after buying an additional 543 shares in the last quarter. Raymond James Financial Inc. acquired a new position in Murphy Oil in the fourth quarter worth about $3,846,000. Aigen Investment Management LP lifted its stake in Murphy Oil by 130.0% during the fourth quarter. Aigen Investment Management LP now owns 25,179 shares of the oil and gas producer’s stock worth $762,000 after purchasing an additional 14,233 shares during the period. Proficio Capital Partners LLC bought a new position in Murphy Oil during the fourth quarter worth about $678,000. Finally, Victory Capital Management Inc. boosted its holdings in Murphy Oil by 14.8% during the fourth quarter. Victory Capital Management Inc. now owns 904,449 shares of the oil and gas producer’s stock valued at $27,369,000 after purchasing an additional 116,552 shares in the last quarter. Institutional investors and hedge funds own 78.31% of the company’s stock.

Murphy Oil Company Profile

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.