EOG Resources, Inc. $EOG Stake Boosted by CSM Advisors LLC

CSM Advisors LLC boosted its holdings in EOG Resources, Inc. (NYSE:EOG) by 27.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 320,336 shares of the energy exploration company’s stock after purchasing an additional 69,748 shares during the quarter. EOG Resources makes up about 1.0% of CSM Advisors LLC’s investment portfolio, making the stock its 22nd largest holding. CSM Advisors LLC’s holdings in EOG Resources were worth $35,917,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in EOG. JCIC Asset Management Inc. acquired a new stake in shares of EOG Resources during the third quarter worth $32,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of EOG Resources in the 2nd quarter valued at about $35,000. Salomon & Ludwin LLC boosted its holdings in shares of EOG Resources by 122.8% in the 3rd quarter. Salomon & Ludwin LLC now owns 323 shares of the energy exploration company’s stock valued at $36,000 after buying an additional 178 shares during the period. Mountain Hill Investment Partners Corp. bought a new stake in shares of EOG Resources during the 3rd quarter valued at about $37,000. Finally, Quent Capital LLC acquired a new stake in EOG Resources during the third quarter worth about $37,000. Institutional investors own 89.91% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on EOG shares. JPMorgan Chase & Co. raised their target price on shares of EOG Resources from $115.00 to $125.00 and gave the stock a “neutral” rating in a report on Thursday, February 26th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $126.00 target price (down from $144.00) on shares of EOG Resources in a report on Monday, January 5th. The Goldman Sachs Group dropped their price target on EOG Resources from $125.00 to $123.00 and set a “neutral” rating on the stock in a research report on Thursday, January 22nd. Barclays cut their price target on EOG Resources from $136.00 to $133.00 and set an “equal weight” rating on the stock in a report on Wednesday, January 21st. Finally, Susquehanna lowered their price objective on EOG Resources from $151.00 to $144.00 and set a “positive” rating for the company in a research note on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seventeen have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $136.42.

EOG Resources Trading Up 0.5%

EOG Resources stock opened at $133.75 on Friday. EOG Resources, Inc. has a 52-week low of $101.59 and a 52-week high of $136.14. The company has a quick ratio of 1.42, a current ratio of 1.63 and a debt-to-equity ratio of 0.27. The firm has a market capitalization of $71.76 billion, a price-to-earnings ratio of 14.68 and a beta of 0.44. The firm has a 50-day moving average price of $116.41 and a two-hundred day moving average price of $112.53.

EOG Resources (NYSE:EOG) last announced its quarterly earnings results on Tuesday, February 24th. The energy exploration company reported $2.27 EPS for the quarter, beating the consensus estimate of $2.20 by $0.07. The company had revenue of $5.64 billion for the quarter, compared to analyst estimates of $5.36 billion. EOG Resources had a net margin of 22.00% and a return on equity of 18.67%. EOG Resources’s revenue was up .9% compared to the same quarter last year. During the same quarter last year, the business earned $2.74 earnings per share. Sell-side analysts expect that EOG Resources, Inc. will post 11.47 earnings per share for the current year.

EOG Resources Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Thursday, April 16th will be issued a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date of this dividend is Thursday, April 16th. EOG Resources’s dividend payout ratio is 44.79%.

Insider Buying and Selling

In related news, COO Jeffrey R. Leitzell sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $130.00, for a total value of $260,000.00. Following the sale, the chief operating officer directly owned 88,045 shares in the company, valued at $11,445,850. This trade represents a 2.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. In the last 90 days, insiders sold 7,774 shares of company stock valued at $945,895. 0.13% of the stock is owned by company insiders.

EOG Resources News Summary

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

• Positive Sentiment: Macro: Rising oil prices amid renewed Middle East tensions are lifting sentiment across integrated and exploration names, creating a favorable commodity backdrop for EOG’s revenue and cash‑flow outlook. Oil Price Back to the Glory Days: Will XOM, EOG & COP Gain?
• Positive Sentiment: Company fundamentals: EOG reported better‑than‑expected Q4 results with production of ~1.40 mboe/d and benefit from higher natural gas prices — a direct driver of near‑term cash flow and the recent analyst bullishness. EOG Surpasses Profit Projections with Solid Output and Rising Gas Prices
• Positive Sentiment: Analyst action: Piper Sandler raised its price target on EOG to $144 (still a “neutral” rating), implying roughly mid‑single‑digit to low‑double‑digit upside versus recent levels and signaling confidence in the medium‑term outlook. Piper Sandler raises price target
• Neutral Sentiment: Mixed analyst revisions: Zacks has both raised several later‑cycle estimates (FY2028 / Q3 2027) and revised some quarterly forecasts upward — a signal that longer‑term earnings power remains intact but timing of recovery is uncertain. Investors should treat these as model updates rather than a change in the company’s competitive position. MarketBeat EOG overview
• Negative Sentiment: Near‑term downward revisions: Zacks recently cut several near‑term EPS forecasts and trimmed FY2026 estimates materially (e.g., to ~$7.56 from prior levels), and maintains a “Hold” stance — this raises the risk of earnings disappointment or lower near‑term guidance that could cap multiple expansion. Q3 EPS Estimates Lowered by Zacks Research

EOG Resources Profile

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.