Q3 Earnings Forecast for Murphy Oil Issued By Zacks Research

Murphy Oil Co. (NYSE:MUR - Free Report) - Investment analysts at Zacks Research reduced their Q3 2025 earnings per share (EPS) estimates for shares of Murphy Oil in a note issued to investors on Thursday, February 13th. Zacks Research analyst J. Saha now expects that the oil and gas producer will post earnings of $0.85 per share for the quarter, down from their previous forecast of $0.91. The consensus estimate for Murphy Oil's current full-year earnings is $2.94 per share. Zacks Research also issued estimates for Murphy Oil's Q4 2025 earnings at $0.69 EPS, Q2 2026 earnings at $0.58 EPS, Q3 2026 earnings at $0.83 EPS, Q4 2026 earnings at $0.71 EPS and FY2027 earnings at $2.88 EPS.

Several other equities analysts have also issued reports on the company. UBS Group dropped their price objective on Murphy Oil from $34.00 to $32.00 and set a "neutral" rating on the stock in a report on Monday, February 3rd. Wells Fargo & Company dropped their price target on Murphy Oil from $35.00 to $31.00 and set an "equal weight" rating on the stock in a research note on Friday, January 31st. 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. Truist Financial lowered shares of Murphy Oil from a "buy" rating to a "hold" rating and lowered their target price for the stock from $42.00 to $31.00 in a research report on Friday, January 31st. Finally, Morgan Stanley reiterated an "underweight" rating and set a $37.00 price target on shares of Murphy Oil in a research note on Wednesday, January 22nd. One equities research analyst has rated the stock with a sell rating, ten have assigned a hold rating and four have assigned a buy rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $36.33.

Murphy Oil Stock Down 0.7 %

Shares of MUR traded down $0.19 during mid-day trading on Monday, reaching $28.20. The company's stock had a trading volume of 1,550,163 shares, compared to its average volume of 2,585,423. The company's 50 day moving average is $29.62 and its 200 day moving average is $32.66. Murphy Oil has a 12-month low of $25.26 and a 12-month high of $49.14. 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 stock has a market cap of $4.11 billion, a PE ratio of 10.48 and a beta of 2.14.

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

Murphy Oil Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 3rd. Investors of record on Tuesday, February 18th will be issued a dividend of $0.325 per share. This represents a $1.30 dividend on an annualized basis and a yield of 4.61%. The ex-dividend date of this dividend is Tuesday, February 18th. This is a positive change from Murphy Oil's previous quarterly dividend of $0.30. Murphy Oil's dividend payout ratio is currently 48.33%.

Insiders Place Their Bets

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

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. CWM LLC increased its holdings in Murphy Oil by 92.1% during the 3rd quarter. CWM LLC now owns 6,266 shares of the oil and gas producer's stock valued at $211,000 after acquiring an additional 3,005 shares in the last quarter. Creative Planning grew its position in shares of Murphy Oil by 11.2% in the third quarter. Creative Planning now owns 41,014 shares of the oil and gas producer's stock valued at $1,384,000 after purchasing an additional 4,122 shares during the last quarter. Raymond James & Associates increased its stake in shares of Murphy Oil by 16.8% during the 3rd quarter. Raymond James & Associates now owns 142,138 shares of the oil and gas producer's stock worth $4,796,000 after purchasing an additional 20,396 shares in the last quarter. Gilliland Jeter Wealth Management LLC raised its position in shares of Murphy Oil by 33.6% during the 3rd quarter. Gilliland Jeter Wealth Management LLC now owns 5,165 shares of the oil and gas producer's stock worth $174,000 after purchasing an additional 1,300 shares during the last quarter. Finally, Grace & White Inc. NY lifted its stake in Murphy Oil by 11.1% in the 3rd quarter. Grace & White Inc. NY now owns 141,952 shares of the oil and gas producer's stock valued at $4,789,000 after buying an additional 14,200 shares in the last quarter. Hedge funds and other 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.