Capital One Financial Predicts Murphy Oil Q2 Earnings

Murphy Oil Co. (NYSE:MUR - Free Report) - Analysts at Capital One Financial dropped their Q2 2025 EPS estimates for shares of Murphy Oil in a research report issued on Tuesday, February 4th. Capital One Financial analyst B. Velie now forecasts that the oil and gas producer will earn $0.64 per share for the quarter, down from their prior estimate of $0.95. The consensus estimate for Murphy Oil's current full-year earnings is $3.21 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.

Murphy Oil (NYSE:MUR - Get Free Report) last announced its earnings results on Thursday, January 30th. The oil and gas producer reported $0.35 earnings per share for the quarter, missing analysts' consensus estimates 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 period in the prior year, the business earned $0.90 earnings per share.

Several other analysts have also recently weighed in on MUR. Piper Sandler lowered their price objective on shares of Murphy Oil from $39.00 to $35.00 and set an "overweight" rating on the stock in a research report on Wednesday, January 29th. UBS Group reduced their price objective on Murphy Oil from $34.00 to $32.00 and set a "neutral" rating on the stock in a research report on Monday, February 3rd. Barclays cut their target price on Murphy Oil from $37.00 to $34.00 and set an "equal weight" rating for the company in a research note on Monday, February 3rd. Mizuho decreased their price target on shares of Murphy Oil from $50.00 to $45.00 and set an "outperform" rating on the stock in a research note on Monday, December 16th. Finally, Truist Financial cut shares of Murphy Oil from a "buy" rating to a "hold" rating and decreased their target price for the stock from $42.00 to $31.00 in a research report on Friday, January 31st. One analyst has rated the stock with a sell rating, ten have given a hold rating and four have given a buy rating to the company. Based on data from MarketBeat.com, Murphy Oil has a consensus rating of "Hold" and an average price target of $36.33.

Murphy Oil Price Performance

MUR traded up $1.23 on Thursday, reaching $28.05. The company had a trading volume of 2,196,869 shares, compared to its average volume of 2,611,127. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.77 and a current ratio of 0.83. Murphy Oil has a 52-week low of $25.26 and a 52-week high of $49.14. The company has a market cap of $4.09 billion, a price-to-earnings ratio of 10.43 and a beta of 2.14. The business has a 50 day simple moving average of $30.10 and a 200 day simple moving average of $33.27.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of MUR. International Assets Investment Management LLC increased its holdings in shares of Murphy Oil by 3,191.6% during the third quarter. International Assets Investment Management LLC now owns 1,627,268 shares of the oil and gas producer's stock valued at $54,904,000 after acquiring an additional 1,577,831 shares in the last quarter. Vaughan Nelson Investment Management L.P. increased its stake in Murphy Oil by 91.6% during the 4th quarter. Vaughan Nelson Investment Management L.P. now owns 1,751,737 shares of the oil and gas producer's stock valued at $53,008,000 after purchasing an additional 837,282 shares in the last quarter. Barclays PLC raised its holdings in Murphy Oil by 399.4% in the third quarter. Barclays PLC now owns 1,012,944 shares of the oil and gas producer's stock worth $34,177,000 after buying an additional 810,104 shares during the last quarter. Wedge Capital Management L L P NC lifted its stake in shares of Murphy Oil by 641.7% in the third quarter. Wedge Capital Management L L P NC now owns 672,717 shares of the oil and gas producer's stock worth $22,697,000 after buying an additional 582,020 shares in the last quarter. Finally, JPMorgan Chase & Co. grew its holdings in shares of Murphy Oil by 26.7% during the third quarter. JPMorgan Chase & Co. now owns 1,595,260 shares of the oil and gas producer's stock valued at $53,824,000 after buying an additional 336,372 shares during the last quarter. 78.31% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Murphy Oil

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

Murphy Oil Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 3rd. Investors of record on Tuesday, February 18th will be paid 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 yield of 4.63%. Murphy Oil's dividend payout ratio (DPR) is presently 44.61%.

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.