Q4 EPS Estimates for Murphy Oil Cut by Capital One Financial

Murphy Oil Corporation (NYSE:MUR) – Stock analysts at Capital One Financial reduced their Q4 2025 earnings estimates for Murphy Oil in a research report issued on Tuesday, November 18th. Capital One Financial analyst B. Velie now forecasts that the oil and gas producer will post earnings of ($0.18) per share for the quarter, down from their prior estimate of $0.16. 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 2026 earnings at $0.37 EPS, Q4 2026 earnings at $0.34 EPS, FY2026 earnings at $1.40 EPS and FY2027 earnings at $1.98 EPS.

Other equities research analysts have also issued reports about the company. Weiss Ratings reiterated a “hold (c-)” rating on shares of Murphy Oil in a report on Wednesday, October 8th. Wells Fargo & Company lifted their target price on shares of Murphy Oil from $26.00 to $28.00 and gave the company an “equal weight” rating in a research note on Friday, November 14th. Wall Street Zen upgraded shares of Murphy Oil from a “sell” rating to a “hold” rating in a research note on Saturday, October 25th. UBS Group raised their price target on shares of Murphy Oil from $24.00 to $27.00 and gave the company a “neutral” rating in a report on Tuesday, October 14th. Finally, Piper Sandler reaffirmed a “neutral” rating and issued a $34.00 price objective on shares of Murphy Oil in a research note on Tuesday. Thirteen research analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and a consensus price target of $28.50.

Murphy Oil Price Performance

Shares of NYSE:MUR opened at $30.40 on Thursday. The firm has a market cap of $4.34 billion, a price-to-earnings ratio of 15.75 and a beta of 0.99. Murphy Oil has a 1 year low of $18.94 and a 1 year high of $34.52. The company has a current ratio of 0.84, a quick ratio of 0.77 and a debt-to-equity ratio of 0.28. The business has a fifty day simple moving average of $28.41 and a 200 day simple moving average of $25.32.

Murphy Oil (NYSE:MUR) last issued its earnings results on Monday, March 21st. The oil and gas producer reported ($0.09) earnings per share (EPS) for the quarter. Murphy Oil had a net margin of 10.20% and a return on equity of 5.25%. The company had revenue of $440.08 million for the quarter.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of MUR. Dimensional Fund Advisors LP lifted its position in Murphy Oil by 0.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 7,974,008 shares of the oil and gas producer’s stock worth $226,461,000 after acquiring an additional 35,826 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its stake in Murphy Oil by 1.6% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,700,148 shares of the oil and gas producer’s stock valued at $128,253,000 after purchasing an additional 89,382 shares during the period. Hotchkis & Wiley Capital Management LLC grew its holdings in Murphy Oil by 72.9% in the 1st quarter. Hotchkis & Wiley Capital Management LLC now owns 4,812,267 shares of the oil and gas producer’s stock valued at $136,668,000 after buying an additional 2,029,685 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in Murphy Oil by 7.0% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 4,766,534 shares of the oil and gas producer’s stock valued at $107,247,000 after buying an additional 312,904 shares during the last quarter. Finally, LSV Asset Management increased its position in Murphy Oil by 3.3% in the 2nd quarter. LSV Asset Management now owns 3,751,712 shares of the oil and gas producer’s stock worth $84,414,000 after buying an additional 118,689 shares during the period. 78.31% of the stock is currently owned by institutional investors and hedge funds.

Murphy Oil Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 1st. Stockholders of record on Monday, November 17th will be paid a $0.325 dividend. This represents a $1.30 dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date is Monday, November 17th. Murphy Oil’s payout ratio is presently 132.65%.

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.