MQS Management LLC Takes Position in Magnolia Oil & Gas Corp $MGY

MQS Management LLC bought a new stake in Magnolia Oil & Gas Corp (NYSE:MGY) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 44,178 shares of the company’s stock, valued at approximately $967,000. Magnolia Oil & Gas makes up 0.6% of MQS Management LLC’s portfolio, making the stock its 18th biggest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Salomon & Ludwin LLC lifted its position in shares of Magnolia Oil & Gas by 130.1% in the fourth quarter. Salomon & Ludwin LLC now owns 1,344 shares of the company’s stock valued at $29,000 after acquiring an additional 760 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in shares of Magnolia Oil & Gas by 165.5% in the second quarter. EverSource Wealth Advisors LLC now owns 1,386 shares of the company’s stock valued at $31,000 after acquiring an additional 864 shares in the last quarter. Torren Management LLC purchased a new position in shares of Magnolia Oil & Gas in the fourth quarter valued at approximately $38,000. First Horizon Corp increased its holdings in shares of Magnolia Oil & Gas by 159.8% in the fourth quarter. First Horizon Corp now owns 1,889 shares of the company’s stock valued at $41,000 after purchasing an additional 1,162 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its holdings in shares of Magnolia Oil & Gas by 90.5% in the second quarter. Geneos Wealth Management Inc. now owns 2,212 shares of the company’s stock valued at $50,000 after purchasing an additional 1,051 shares during the last quarter. Hedge funds and other institutional investors own 94.73% of the company’s stock.

More Magnolia Oil & Gas News

Here are the key news stories impacting Magnolia Oil & Gas this week:

• Positive Sentiment: Zacks Research raised near-term earnings expectations for Magnolia Oil & Gas, including higher Q2 2026 EPS to $0.64 from $0.33 and Q3 2026 EPS to $0.67 from $0.38, suggesting stronger profit momentum. Magnolia Oil & Gas stock reference
• Positive Sentiment: The firm also lifted Q4 2026, FY2027 and FY2028 estimates, indicating analysts see improving earnings potential over a longer horizon. Magnolia Oil & Gas stock reference
• Neutral Sentiment: Zacks Research kept a Hold rating on MGY, so the updates are positive on earnings but not a formal bullish rating change. Magnolia Oil & Gas stock reference
• Neutral Sentiment: The current consensus full-year EPS estimate remains $2.91, above Zacks Research’s FY2026 and FY2027 forecasts, suggesting the Street still expects solid profitability but not a major surprise yet. Magnolia Oil & Gas stock reference

Magnolia Oil & Gas Price Performance

NYSE:MGY opened at $29.28 on Friday. Magnolia Oil & Gas Corp has a one year low of $21.07 and a one year high of $32.76. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.10 and a current ratio of 1.10. The stock has a market cap of $5.42 billion, a PE ratio of 17.03 and a beta of 0.75. The stock has a 50 day moving average price of $29.79 and a 200 day moving average price of $26.08.

Magnolia Oil & Gas (NYSE:MGY) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $0.54 EPS for the quarter, beating the consensus estimate of $0.51 by $0.03. The firm had revenue of $358.51 million during the quarter, compared to analysts’ expectations of $349.89 million. Magnolia Oil & Gas had a return on equity of 16.28% and a net margin of 24.40%.The business’s revenue for the quarter was up 2.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.54 earnings per share. Equities research analysts expect that Magnolia Oil & Gas Corp will post 2.91 EPS for the current fiscal year.

Magnolia Oil & Gas Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be paid a dividend of $0.165 per share. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $0.66 annualized dividend and a yield of 2.3%. Magnolia Oil & Gas’s dividend payout ratio (DPR) is 38.37%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on MGY shares. Wells Fargo & Company cut their price target on Magnolia Oil & Gas from $32.00 to $31.00 and set an “equal weight” rating for the company in a report on Wednesday, May 13th. Citigroup cut their price target on Magnolia Oil & Gas from $35.00 to $32.00 and set a “neutral” rating for the company in a report on Monday, April 13th. Piper Sandler increased their price target on Magnolia Oil & Gas from $28.00 to $31.00 and gave the company a “neutral” rating in a report on Thursday, March 12th. Mizuho set a $30.00 price target on Magnolia Oil & Gas in a report on Friday, February 6th. Finally, The Goldman Sachs Group increased their price target on Magnolia Oil & Gas from $23.00 to $26.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Seven research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $31.00.

Insider Activity at Magnolia Oil & Gas

In other Magnolia Oil & Gas news, EVP Timothy D. Yang sold 150,000 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $29.29, for a total transaction of $4,393,500.00. Following the completion of the sale, the executive vice president owned 526,661 shares of the company’s stock, valued at $15,425,900.69. This trade represents a 22.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Christopher G. Stavros sold 119,954 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $29.29, for a total value of $3,513,452.66. Following the sale, the chief executive officer directly owned 883,592 shares of the company’s stock, valued at approximately $25,880,409.68. This trade represents a 11.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 338,954 shares of company stock valued at $9,911,733 over the last 90 days. Corporate insiders own 0.92% of the company’s stock.

About Magnolia Oil & Gas

Magnolia Oil & Gas Corp (NYSE: MGY) is an independent exploration and production company focused on the acquisition, development and optimization of onshore oil and gas assets in South Texas. Headquartered in Houston, the company concentrates its efforts on the Eagle Ford Shale, where it holds significant working interests in key producing counties.

The company’s core operations center on horizontal drilling and multi-stage completions designed to extract light crude oil, natural gas and natural gas liquids (NGLs).