Q3 Earnings Estimate for Murphy Oil Issued By Zacks Research

Murphy Oil Co. (NYSE:MUR) – Research analysts at Zacks Research cut their Q3 2025 EPS estimates for Murphy Oil in a note issued to investors on Thursday, February 13th. Zacks Research analyst J. Saha now anticipates that the oil and gas producer will earn $0.85 per share for the quarter, down from their prior forecast of $0.91. The consensus estimate for Murphy Oil’s current full-year earnings is $3.21 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.

Murphy Oil (NYSE:MUR) last released its quarterly earnings results on Thursday, January 30th. The oil and gas producer reported $0.35 earnings per share (EPS) 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 quarter in the prior year, the company earned $0.90 earnings per share.

A number of other research firms also recently issued reports on MUR. Wells Fargo & Company decreased their price target on shares of Murphy Oil from $35.00 to $31.00 and set an “equal weight” rating for the company in a research note on Friday, January 31st. Barclays decreased their target price on shares of 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. Piper Sandler decreased 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 note on Wednesday, January 29th. Morgan Stanley reaffirmed an “underweight” rating and set a $37.00 target price on shares of Murphy Oil in a research note on Wednesday, January 22nd. Finally, KeyCorp decreased their target price on shares of Murphy Oil from $50.00 to $37.00 and set an “overweight” rating for the company in a research note on Monday, February 3rd. One investment analyst has rated the stock with a sell rating, ten have issued a hold rating and four have given a buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $36.33.

Murphy Oil Price Performance

MUR stock opened at $28.26 on Monday. Murphy Oil has a 1 year low of $25.26 and a 1 year high of $49.14. The company has a market cap of $4.12 billion, a P/E ratio of 10.50 and a beta of 2.14. The firm has a 50-day moving average of $29.67 and a 200 day moving average of $32.69. The company has a debt-to-equity ratio of 0.24, a current ratio of 0.83 and a quick ratio of 0.77.

Institutional Investors Weigh In On Murphy Oil

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Covestor Ltd boosted its holdings in Murphy Oil by 266.8% in the third quarter. Covestor Ltd now owns 741 shares of the oil and gas producer’s stock worth $25,000 after purchasing an additional 539 shares during the last quarter. Huntington National Bank boosted its holdings in Murphy Oil by 342.8% in the fourth quarter. Huntington National Bank now owns 828 shares of the oil and gas producer’s stock worth $25,000 after purchasing an additional 641 shares during the last quarter. Reston Wealth Management LLC purchased a new stake in Murphy Oil in the third quarter worth approximately $27,000. GeoWealth Management LLC purchased a new stake in Murphy Oil in the fourth quarter worth approximately $39,000. Finally, Lindbrook Capital LLC boosted its stake in shares of Murphy Oil by 60.5% during the 4th quarter. Lindbrook Capital LLC now owns 1,441 shares of the oil and gas producer’s stock worth $44,000 after acquiring an additional 543 shares during the last quarter. Hedge funds and other institutional investors own 78.31% of the company’s stock.

Insider Activity

In related news, Director Claiborne P. Deming bought 50,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 4th. The shares were bought at an average price of $26.47 per share, for a total transaction of $1,323,500.00. Following the completion of the acquisition, the director now owns 931,651 shares of the company’s stock, valued at $24,660,801.97. This trade represents a 5.67 % increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Meenambigai Palanivelu bought 1,573 shares of the company’s 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 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 position. The disclosure for this purchase can be found here. Corporate insiders own 5.92% of the company’s stock.

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 issued a dividend of $0.325 per share. This is a boost from Murphy Oil’s previous quarterly dividend of $0.30. The ex-dividend date of this dividend is Tuesday, February 18th. This represents a $1.30 dividend on an annualized basis and a dividend yield of 4.60%. Murphy Oil’s dividend payout ratio is presently 48.33%.

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.