EOG Resources (NYSE:EOG) Releases Quarterly Earnings Results, Beats Estimates By $0.07 EPS

EOG Resources (NYSE:EOG) posted its quarterly earnings results on Tuesday. The energy exploration company reported $2.27 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.07, Zacks reports. EOG Resources had a net margin of 24.49% and a return on equity of 19.80%. The firm had revenue of $5.64 billion for the quarter, compared to analyst estimates of $5.36 billion. During the same period in the previous year, the business posted $2.74 earnings per share. EOG Resources’s quarterly revenue was up .9% on a year-over-year basis.

EOG Resources Stock Performance

NYSE EOG opened at $122.26 on Wednesday. The stock has a fifty day simple moving average of $110.04 and a 200-day simple moving average of $111.60. The company has a current ratio of 1.62, a quick ratio of 1.43 and a debt-to-equity ratio of 0.25. The stock has a market cap of $66.34 billion, a PE ratio of 12.18 and a beta of 0.49. EOG Resources has a twelve month low of $101.59 and a twelve month high of $132.09.

EOG Resources Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Thursday, April 16th will be paid a $1.02 dividend. This represents a $4.08 annualized dividend and a dividend yield of 3.3%. The ex-dividend date of this dividend is Thursday, April 16th. EOG Resources’s dividend payout ratio is 40.64%.

Key Stories Impacting EOG Resources

Here are the key news stories impacting EOG Resources this week:

• Positive Sentiment: Q4 EPS beat — EOG reported $2.27 EPS vs. the Zacks/consensus ~$2.20 estimate, showing a modest earnings beat that supports cash‑flow and payout expectations. EOG Resources (EOG) Q4 Earnings Surpass Estimates
• Positive Sentiment: Production and natgas support — Reuters notes higher production and stronger natural gas prices helped offset weaker crude, lifting margins and underlying operating momentum. That operational improvement is constructive for near‑term cash generation. EOG Resources beats fourth‑quarter earnings estimates as production climbs
• Positive Sentiment: Dividend boost — EOG declared a quarterly dividend of $1.02 per share (annualized yield ~3.3%); record/ex‑dividend dates set for April. The larger, reliable dividend increases the stock’s appeal to income investors and supports total‑return arguments.
• Neutral Sentiment: 2026 outlook / capital plan released — EOG issued supplemental Q4 materials and a 2026 capital plan; investors will parse capex, production targets and free‑cash‑flow guidance to gauge sustainability of buybacks/dividends. Watch management commentary in the slide deck and release. EOG Resources Issues Q4 2025 Results and 2026 Outlook
• Neutral Sentiment: Mixed analyst landscape — Street ratings and price targets remain varied (consensus ~Hold, mixed Buy/Hold distribution). Market reaction may hinge on forward guidance and commodity price trajectories.
• Negative Sentiment: Revenue nuance — Although revenue was reported at $5.64B, some outlets note it missed broader Street expectations (several analysts had higher forecasts ~ $5.8B), which tempers the beat and could limit upside if growth looks soft. EOG Resources: Q4 Earnings Snapshot
• Negative Sentiment: Insider sale — COO Jeffrey Leitzell sold 2,000 shares (~$250k); a small, disclosed sale that may attract short‑term attention but is not large enough to signal a material governance concern. SEC Form 4

Insider Buying and Selling

In other EOG Resources news, COO Jeffrey R. Leitzell sold 2,000 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $125.00, for a total transaction of $250,000.00. Following the completion of the transaction, the chief operating officer owned 61,481 shares of the company’s stock, valued at $7,685,125. This trade represents a 3.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.13% of the stock is owned by insiders.

Institutional Trading of EOG Resources

Several hedge funds have recently made changes to their positions in the business. Acumen Wealth Advisors LLC acquired a new position in shares of EOG Resources in the fourth quarter valued at approximately $25,000. Prosperity Bancshares Inc purchased a new stake in shares of EOG Resources during the fourth quarter worth $26,000. Gen Wealth Partners Inc acquired a new stake in shares of EOG Resources in the fourth quarter valued at $30,000. Wilkerson Advisory Group LLC purchased a new position in EOG Resources in the fourth quarter valued at $38,000. Finally, Osterweis Capital Management Inc. grew its stake in EOG Resources by 3,790.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 389 shares of the energy exploration company’s stock worth $47,000 after purchasing an additional 379 shares in the last quarter. Institutional investors and hedge funds own 89.91% of the company’s stock.

Wall Street Analyst Weigh In

EOG has been the topic of a number of research reports. The Goldman Sachs Group decreased their target price on shares of EOG Resources from $125.00 to $123.00 and set a “neutral” rating on the stock in a research note on Thursday, January 22nd. Zacks Research downgraded EOG Resources from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 20th. Scotiabank set a $123.00 price objective on EOG Resources and gave the stock a “sector perform” rating in a research note on Friday, January 16th. Mizuho set a $134.00 target price on EOG Resources and gave the company a “neutral” rating in a report on Friday, December 12th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of EOG Resources in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, sixteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $134.30.

About EOG Resources

EOG Resources, Inc (NYSE: EOG) is an independent exploration and production company headquartered in Houston, Texas. Tracing its corporate origins to Enron Oil & Gas Company in the late 1990s, the company established itself as a stand‑alone E&P operator and has grown into one of the largest U.S. upstream producers. EOG focuses on the exploration, development and production of crude oil, condensate, natural gas and natural gas liquids (NGLs).

As an upstream-focused company, EOG’s core activities include geologic and geophysical exploration, drilling and completion of wells, reservoir development, and the marketing of hydrocarbon production.