Roth Capital Issues Negative Outlook for Murphy Oil Earnings

Murphy Oil Co. (NYSE:MUR - Free Report) - Roth Capital cut their Q2 2025 earnings per share (EPS) estimates for shares of Murphy Oil in a research note issued to investors on Monday, April 14th. Roth Capital analyst L. Mariani now forecasts that the oil and gas producer will post earnings per share of $0.15 for the quarter, down from their previous estimate of $0.53. The consensus estimate for Murphy Oil's current full-year earnings is $2.94 per share. Roth Capital also issued estimates for Murphy Oil's Q3 2025 earnings at $0.48 EPS, Q4 2025 earnings at $0.51 EPS, FY2025 earnings at $1.61 EPS, Q1 2026 earnings at $0.55 EPS, Q2 2026 earnings at $0.45 EPS and FY2026 earnings at $2.60 EPS.

Murphy Oil (NYSE:MUR - Get Free Report) last issued its quarterly earnings results 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 return on equity of 7.66% and a net margin of 13.44%. During the same quarter last year, the firm posted $0.90 EPS.

MUR has been the topic of several other reports. JPMorgan Chase & Co. cut their price objective on shares of Murphy Oil from $33.00 to $28.00 and set a "neutral" rating on the stock in a research report on Thursday, March 13th. Wells Fargo & Company reiterated an "equal weight" rating on shares of Murphy Oil in a research note on Monday, February 3rd. UBS Group lowered their price target on Murphy Oil from $28.00 to $23.00 and set a "neutral" rating on the stock in a research report on Monday, April 7th. Piper Sandler dropped their price objective on shares of Murphy Oil from $35.00 to $34.00 and set an "overweight" rating on the stock in a research report on Thursday, March 6th. Finally, Truist Financial lowered shares of Murphy Oil from a "buy" rating to a "hold" rating and lowered their price target 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, eleven have given a hold rating and two have assigned a buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Hold" and an average price target of $32.77.

Murphy Oil Trading Down 2.2 %

Shares of NYSE MUR traded down $0.47 during midday trading on Thursday, reaching $20.90. 2,405,842 shares of the stock were exchanged, compared to its average volume of 2,055,324. The company has a market capitalization of $2.98 billion, a price-to-earnings ratio of 7.77 and a beta of 1.68. Murphy Oil has a 12 month low of $18.95 and a 12 month high of $46.91. 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 business has a 50-day simple moving average of $25.38 and a two-hundred day simple moving average of $29.28.

Murphy Oil Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 2nd. Stockholders of record on Friday, May 16th will be paid a $0.325 dividend. This represents a $1.30 dividend on an annualized basis and a dividend yield of 6.22%. The ex-dividend date is Friday, May 16th. Murphy Oil's payout ratio is 48.33%.

Insider Activity at Murphy Oil

In related news, Director Claiborne P. Deming purchased 50,000 shares of Murphy Oil stock in a transaction 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 transaction, the director now owns 931,651 shares of the company's stock, valued at approximately $24,660,801.97. This represents a 5.67 % increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, VP Meenambigai Palanivelu bought 1,573 shares of Murphy Oil stock in a transaction that occurred on Wednesday, February 5th. The stock was bought at an average price of $26.70 per share, for a total transaction of $41,999.10. Following the completion of the acquisition, the vice president now directly owns 37,065 shares of the company's stock, valued at $989,635.50. The trade was a 4.43 % increase in their ownership of the stock. The disclosure for this purchase can be found here. 6.52% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Murphy Oil

A number of institutional investors have recently modified their holdings of the company. Geode Capital Management LLC increased its position in shares of Murphy Oil by 1.3% during the third quarter. Geode Capital Management LLC now owns 3,548,711 shares of the oil and gas producer's stock worth $119,755,000 after acquiring an additional 45,432 shares in the last quarter. LSV Asset Management lifted its holdings in shares of Murphy Oil by 4.3% in the fourth quarter. LSV Asset Management now owns 2,807,277 shares of the oil and gas producer's stock valued at $84,948,000 after purchasing an additional 114,656 shares in the last quarter. Northern Trust Corp boosted its position in shares of Murphy Oil by 5.1% during the fourth quarter. Northern Trust Corp now owns 2,234,585 shares of the oil and gas producer's stock valued at $67,619,000 after buying an additional 107,871 shares during the last quarter. Ameriprise Financial Inc. boosted its position in shares of Murphy Oil by 61.9% during the fourth quarter. Ameriprise Financial Inc. now owns 2,147,590 shares of the oil and gas producer's stock valued at $64,986,000 after buying an additional 821,427 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its holdings in Murphy Oil by 0.7% during the fourth quarter. Bank of New York Mellon Corp now owns 1,857,702 shares of the oil and gas producer's stock worth $56,214,000 after buying an additional 13,263 shares in the last quarter. 78.31% of the stock is owned by institutional investors and hedge funds.

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.