Murphy Oil (NYSE:MUR) Releases Quarterly Earnings Results, Beats Estimates By $0.21 EPS

Murphy Oil (NYSE:MUR) announced its earnings results on Wednesday. The oil and gas producer reported $0.14 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.07) by $0.21, FiscalAI reports. Murphy Oil had a net margin of 3.83% and a return on equity of 3.72%. The business had revenue of $613.08 million for the quarter, compared to the consensus estimate of $650.90 million. During the same period last year, the firm posted $0.35 earnings per share. Murphy Oil’s quarterly revenue was down 6.9% on a year-over-year basis.

Murphy Oil Trading Down 2.7%

Shares of NYSE:MUR traded down $0.85 during trading on Friday, reaching $30.23. 685,542 shares of the company traded hands, compared to its average volume of 2,855,849. The business’s fifty day moving average is $31.91 and its 200-day moving average is $28.46. Murphy Oil has a 52-week low of $18.94 and a 52-week high of $35.19. The company has a current ratio of 0.94, a quick ratio of 0.87 and a debt-to-equity ratio of 0.27. The firm has a market capitalization of $4.31 billion, a price-to-earnings ratio of 42.01 and a beta of 0.78.

Murphy Oil Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 17th will be paid a $0.35 dividend. This is an increase from Murphy Oil’s previous quarterly dividend of $0.33. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $1.40 dividend on an annualized basis and a yield of 4.6%. Murphy Oil’s payout ratio is presently 180.56%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Wall Street Zen lowered shares of Murphy Oil from a “hold” rating to a “sell” rating in a report on Saturday, January 10th. Weiss Ratings reissued a “hold (c)” rating on shares of Murphy Oil in a research note on Monday, December 29th. Morgan Stanley lowered their price target on Murphy Oil from $27.00 to $25.00 and set an “underweight” rating on the stock in a research report on Friday, January 23rd. Mizuho upped their price objective on Murphy Oil from $33.00 to $35.00 and gave the stock a “neutral” rating in a report on Thursday, January 15th. Finally, Scotiabank reiterated a “sector perform” rating and set a $31.00 price objective on shares of Murphy Oil in a research report on Friday, January 16th. Thirteen analysts have rated the stock with a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, Murphy Oil presently has an average rating of “Reduce” and a consensus target price of $29.69.

Key Stories Impacting Murphy Oil

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

• Positive Sentiment: Board raised and declared a quarterly dividend of $0.35 per share (annualized $1.40) — a 7.7% increase from the prior payout, supporting income investors and signaling confidence in cash returns. Murphy Oil Announces Quarterly Dividend
• Positive Sentiment: Q4 EPS beat expectations: reported $0.14 EPS vs. consensus losses, which cushioned downside from weaker top‑line results. EPS outperformance reduces near‑term earnings uncertainty. Murphy Oil Q4 Earnings Surpass Estimates
• Positive Sentiment: Wells Fargo raised its price target to $32, indicating at least one analyst sees upside from current levels. That may help support the stock if execution/commodity trends stabilize. Wells Fargo Raises Price Target to $32
• Neutral Sentiment: Company released full Q4 & full‑year 2025 results plus 2026 capital‑expenditure and production guidance — investors should review guidance details for 2026 production and capex assumptions. Murphy Oil Announces Q4 and Full-Year Results & Guidance
• Neutral Sentiment: Company published the Q4 earnings slide deck and transcript (useful for detail on cash flow, capital allocation and asset sales plans). Review the presentation for management commentary on margins and buybacks/dividends. Q4 Results – Earnings Call Presentation
• Neutral Sentiment: Local coverage reports the company posted $11.9M in quarterly profit — confirms the modest net result but underscores the drop from prior year. Murphy Oil Posts $11.9M Quarterly Profit
• Negative Sentiment: Revenue missed estimates: Q4 revenue of ~$613M came in below consensus, sparking the intra‑day selloff as top‑line weakness raises questions about demand and pricing exposure. Murphy Oil Shares Tumble as Q4 Revenue Misses
• Negative Sentiment: Net income and operating cash flow declined sharply year‑over‑year (net income down ~76%; operating cash flow down ~42%), and capex rose — this mix pressures free cash flow and could constrain buybacks or future dividend growth if trends persist. Q4 Earnings: Revenue Miss, EPS Beats; Net Income Falls Sharply
• Negative Sentiment: Analyst coverage is mixed with recent underweight ratings and a wide range of price targets (median near ~$30.5) — heightened analyst caution could keep volatility high until revenue/cash‑flow trends improve. Analyst Ratings & Price Targets Summary

Institutional Trading of Murphy Oil

Large investors have recently modified their holdings of the business. EverSource Wealth Advisors LLC increased its position in Murphy Oil by 437.8% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,802 shares of the oil and gas producer’s stock valued at $86,000 after purchasing an additional 3,095 shares during the period. Coldstream Capital Management Inc. bought a new stake in shares of Murphy Oil during the 3rd quarter valued at about $204,000. Paces Ferry Wealth Advisors LLC purchased a new position in shares of Murphy Oil during the third quarter valued at about $219,000. Inceptionr LLC bought a new position in Murphy Oil in the third quarter worth about $225,000. Finally, United Services Automobile Association purchased a new stake in Murphy Oil in the first quarter worth about $265,000. 78.31% of the stock is owned by institutional investors.

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.