Murphy Oil (NYSE:MUR) Issues Earnings Results

Murphy Oil (NYSE:MUR) released its quarterly earnings data on Wednesday. The oil and gas producer reported $0.14 earnings per share for the quarter, topping the consensus estimate of ($0.07) by $0.21, FiscalAI reports. Murphy Oil had a net margin of 5.16% and a return on equity of 4.30%. The firm had revenue of $613.08 million for the quarter, compared to analyst estimates of $650.90 million. During the same quarter in the prior year, the business earned $0.35 earnings per share. Murphy Oil’s quarterly revenue was down 6.9% on a year-over-year basis.

Murphy Oil Stock Down 1.9%

Shares of MUR opened at $30.83 on Thursday. The business’s fifty day moving average price is $31.90 and its two-hundred day moving average price is $28.44. The firm has a market capitalization of $4.40 billion, a price-to-earnings ratio of 31.62 and a beta of 0.78. Murphy Oil has a 52 week low of $18.94 and a 52 week high of $35.19. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.87 and a current ratio of 0.94.

Murphy Oil Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 17th will be issued a dividend of $0.35 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $1.40 annualized dividend and a yield of 4.5%. This is a positive change from Murphy Oil’s previous quarterly dividend of $0.33. Murphy Oil’s dividend payout ratio (DPR) is currently 132.65%.

Wall Street Analyst Weigh In

MUR has been the topic of several analyst reports. Morgan Stanley dropped their price target on shares of Murphy Oil from $27.00 to $25.00 and set an “underweight” rating on the stock in a research note on Friday, January 23rd. Wells Fargo & Company raised their target price on Murphy Oil from $28.00 to $32.00 and gave the company an “equal weight” rating in a report on Tuesday. The Goldman Sachs Group upped their price target on shares of Murphy Oil from $23.00 to $26.00 and gave the company a “neutral” rating in a report on Thursday, January 22nd. UBS Group raised their price objective on shares of Murphy Oil from $27.00 to $31.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. Finally, KeyCorp reaffirmed a “sector weight” rating on shares of Murphy Oil in a research report on Thursday. Thirteen analysts have rated the stock with a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, Murphy Oil presently has a consensus rating of “Reduce” and an average target price of $29.85.

Trending Headlines about Murphy Oil

Here are the key news stories impacting Murphy Oil this week:

• Positive Sentiment: Board raised the quarterly dividend to $0.35/share (annualized $1.40), a 7.7% increase vs. the prior payout, supporting income investors and boosting yield (~4.5%). Murphy Oil Corporation Announces Quarterly Dividend
• Positive Sentiment: Q4 EPS of $0.14 beat the Street consensus (loss expected), which limits downside from the quarter and demonstrates underlying earnings resilience versus expectations. Murphy Oil (MUR) Q4 Earnings Surpass Estimates
• Positive Sentiment: Wells Fargo raised its price target on MUR to $32.00, a sign some analysts see upside from current levels. Wells Fargo & Company Increases Murphy Oil (NYSE:MUR) Price Target to $32.00
• Neutral Sentiment: Company filed its Q4 and full‑year results and provided 2026 capital expenditure and production guidance — useful for modeling but outlook details were mixed. Murphy Oil Corporation Announces Fourth Quarter and Full Year 2025 Results…
• Negative Sentiment: Revenue missed estimates (≈$613M vs. higher consensus) and operating cash flow fell ~42% y/y; net income plunged ~76% — these trends raise concerns about near‑term profitability and free cash flow after higher capex. Murphy Oil Corporation (MUR) Releases Q4 2025 Earnings: Revenue Miss, EPS Beats Estimate; Net Income Falls Sharply
• Negative Sentiment: Street sentiment is mixed to cautious: recent underweight calls and a wide range of price targets (median ≈ $30.5) highlight disagreement on upside, which can pressure the stock until guidance/cash flow stabilizes. Murphy Oil Corporation (MUR) Releases Q4 2025 Earnings…
• Negative Sentiment: Commentary/coverage noting the stock’s recent weakness may feed short‑term selling pressure. Here Is Why Murphy Oil (MUR) Fell This Week

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in MUR. United Capital Financial Advisors LLC acquired a new position in shares of Murphy Oil in the third quarter valued at $456,000. Banco Bilbao Vizcaya Argentaria S.A. acquired a new position in Murphy Oil in the 3rd quarter valued at about $308,000. Brooklyn Investment Group raised its holdings in Murphy Oil by 305.5% in the 3rd quarter. Brooklyn Investment Group now owns 14,814 shares of the oil and gas producer’s stock valued at $421,000 after acquiring an additional 11,161 shares during the period. Two Sigma Investments LP acquired a new position in Murphy Oil in the 3rd quarter valued at $513,000. Finally, Lazard Asset Management LLC increased its position in Murphy Oil by 6.2% during the 2nd quarter. Lazard Asset Management LLC now owns 21,472 shares of the oil and gas producer’s stock worth $482,000 after buying an additional 1,259 shares during the period. Institutional investors and hedge funds own 78.31% of the company’s stock.

About Murphy Oil

Murphy Oil Corporation is an independent upstream oil and gas company engaged in the exploration, development and production of crude oil, natural gas and natural gas liquids. The company’s operations encompass conventional onshore and offshore reservoirs, with an emphasis on liquids-rich properties and deepwater assets. Through a combination of proprietary technologies and strategic joint ventures, Murphy Oil seeks to optimize recovery rates and manage its portfolio to balance long-term resource development with operational flexibility.

Murphy Oil’s exploration and production activities are geographically diversified.