Q4 EPS Estimates for Murphy Oil Lowered by Analyst

Murphy Oil Corporation (NYSE:MUR) – Research analysts at Capital One Financial lowered their Q4 2025 earnings estimates for Murphy Oil in a report released on Wednesday, August 27th. Capital One Financial analyst B. Velie now anticipates that the oil and gas producer will post earnings of $0.40 per share for the quarter, down from their previous forecast of $0.51. The consensus estimate for Murphy Oil’s current full-year earnings is $2.94 per share. Capital One Financial also issued estimates for Murphy Oil’s Q1 2026 earnings at $0.40 EPS, Q2 2026 earnings at $0.44 EPS, Q3 2026 earnings at $0.42 EPS and Q4 2026 earnings at $0.38 EPS.

Murphy Oil (NYSE:MUR) last posted its quarterly earnings data on Wednesday, August 6th. The oil and gas producer reported $0.27 EPS for the quarter, topping the consensus estimate of $0.21 by $0.06. Murphy Oil had a net margin of 10.20% and a return on equity of 5.25%. The business had revenue of $695.57 million for the quarter, compared to analyst estimates of $632.51 million. During the same quarter in the previous year, the firm posted $0.81 earnings per share. Murphy Oil’s quarterly revenue was down 13.4% on a year-over-year basis.

Several other equities research analysts have also commented on MUR. UBS Group boosted their price objective on shares of Murphy Oil from $23.00 to $24.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 13th. Roth Capital lowered shares of Murphy Oil from a “buy” rating to a “neutral” rating and dropped their price objective for the stock from $27.00 to $25.00 in a research note on Thursday, May 15th. Morgan Stanley dropped their price objective on shares of Murphy Oil from $27.00 to $26.00 and set an “underweight” rating on the stock in a research note on Friday, May 23rd. Piper Sandler boosted their price objective on shares of Murphy Oil from $30.00 to $32.00 and gave the stock an “overweight” rating in a research note on Thursday, August 14th. Finally, Johnson Rice downgraded shares of Murphy Oil from an “accumulate” rating to a “hold” rating in a research note on Wednesday, May 21st. One investment analyst has rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus price target of $29.69.

Murphy Oil Trading Up 0.4%

NYSE:MUR opened at $24.75 on Friday. Murphy Oil has a one year low of $18.94 and a one year high of $38.08. The company has a debt-to-equity ratio of 0.28, a current ratio of 0.84 and a quick ratio of 0.77. The company’s 50-day simple moving average is $24.21 and its 200 day simple moving average is $24.01. The firm has a market capitalization of $3.53 billion, a P/E ratio of 12.83 and a beta of 1.13.

Murphy Oil Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 2nd. Stockholders of record on Monday, August 18th will be paid a $0.325 dividend. This represents a $1.30 annualized dividend and a dividend yield of 5.3%. The ex-dividend date is Monday, August 18th. Murphy Oil’s dividend payout ratio is currently 67.36%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Dimensional Fund Advisors LP raised its holdings in shares of Murphy Oil by 0.5% during the first quarter. Dimensional Fund Advisors LP now owns 7,974,008 shares of the oil and gas producer’s stock valued at $226,461,000 after purchasing an additional 35,826 shares during the last quarter. Charles Schwab Investment Management Inc. raised its holdings in shares of Murphy Oil by 1.6% during the second quarter. Charles Schwab Investment Management Inc. now owns 5,700,148 shares of the oil and gas producer’s stock valued at $128,253,000 after purchasing an additional 89,382 shares during the last quarter. Hotchkis & Wiley Capital Management LLC raised its holdings in shares of Murphy Oil by 72.9% during the first quarter. Hotchkis & Wiley Capital Management LLC now owns 4,812,267 shares of the oil and gas producer’s stock valued at $136,668,000 after purchasing an additional 2,029,685 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Murphy Oil by 7.0% during the second quarter. Arrowstreet Capital Limited Partnership now owns 4,766,534 shares of the oil and gas producer’s stock valued at $107,247,000 after purchasing an additional 312,904 shares during the last quarter. Finally, LSV Asset Management raised its holdings in shares of Murphy Oil by 3.3% during the second quarter. LSV Asset Management now owns 3,751,712 shares of the oil and gas producer’s stock valued at $84,414,000 after purchasing an additional 118,689 shares during the last quarter. Institutional investors own 78.31% of the company’s stock.

About Murphy Oil

Murphy Oil Corporation, together with its subsidiaries, operates as an oil and gas exploration and production company in the United States, Canada, and internationally. It explores for and produces crude oil, natural gas, and natural gas liquids. The company was formerly known as Murphy Corporation and changed its name to Murphy Oil Corporation in 1964.