Capital One Financial Comments on Murphy Oil Q1 Earnings

Murphy Oil Co. (NYSE:MUR) – Research analysts at Capital One Financial upped their Q1 2025 EPS estimates for Murphy Oil in a research note issued to investors on Wednesday, October 16th. Capital One Financial analyst B. Velie now anticipates that the oil and gas producer will post earnings of $1.19 per share for the quarter, up from their prior forecast of $1.17. The consensus estimate for Murphy Oil’s current full-year earnings is $3.47 per share. Capital One Financial also issued estimates for Murphy Oil’s Q2 2025 earnings at $1.23 EPS, Q3 2025 earnings at $1.26 EPS, Q4 2025 earnings at $1.28 EPS, FY2025 earnings at $4.96 EPS and FY2026 earnings at $5.73 EPS.

Murphy Oil (NYSE:MUR) last released its quarterly earnings results on Thursday, August 8th. The oil and gas producer reported $0.81 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.08. The company had revenue of $802.80 million for the quarter, compared to the consensus estimate of $813.97 million. Murphy Oil had a net margin of 17.32% and a return on equity of 11.68%. Murphy Oil’s revenue was down 1.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.79 EPS.

Other equities analysts have also recently issued reports about the company. JPMorgan Chase & Co. lowered their price target on Murphy Oil from $47.00 to $39.00 and set a “neutral” rating on the stock in a research report on Thursday, September 12th. Scotiabank lowered their target price on Murphy Oil from $47.00 to $36.00 and set a “sector perform” rating on the stock in a report on Thursday, October 10th. Morgan Stanley dropped their price target on shares of Murphy Oil from $43.00 to $39.00 and set an “equal weight” rating on the stock in a research report on Monday, September 16th. Truist Financial reduced their price objective on shares of Murphy Oil from $55.00 to $42.00 and set a “buy” rating for the company in a research report on Monday, September 30th. Finally, UBS Group dropped their target price on shares of Murphy Oil from $45.00 to $39.00 and set a “neutral” rating on the stock in a report on Wednesday, September 18th. Ten investment analysts have rated the stock with a hold rating and five have given a buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $41.17.

Murphy Oil Price Performance

Shares of NYSE:MUR opened at $33.03 on Monday. The stock has a market cap of $5.04 billion, a price-to-earnings ratio of 9.20 and a beta of 2.20. The company has a debt-to-equity ratio of 0.23, a current ratio of 0.82 and a quick ratio of 0.76. Murphy Oil has a 12 month low of $32.53 and a 12 month high of $49.14. The stock’s 50 day moving average price is $35.60 and its 200 day moving average price is $39.96.

Murphy Oil Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, December 2nd. Stockholders of record on Monday, November 18th will be issued a dividend of $0.30 per share. The ex-dividend date is Monday, November 18th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 3.63%. Murphy Oil’s dividend payout ratio is currently 33.43%.

Hedge Funds Weigh In On Murphy Oil

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. CWM LLC lifted its holdings in shares of Murphy Oil by 14.0% in the first quarter. CWM LLC now owns 2,547 shares of the oil and gas producer’s stock valued at $116,000 after purchasing an additional 313 shares in the last quarter. Vaughan Nelson Investment Management L.P. lifted its stake in Murphy Oil by 23.0% in the 1st quarter. Vaughan Nelson Investment Management L.P. now owns 1,132,305 shares of the oil and gas producer’s stock worth $51,746,000 after acquiring an additional 212,100 shares in the last quarter. State of Michigan Retirement System boosted its position in Murphy Oil by 1.1% during the 1st quarter. State of Michigan Retirement System now owns 35,647 shares of the oil and gas producer’s stock worth $1,629,000 after acquiring an additional 400 shares during the period. Monument Capital Management acquired a new stake in Murphy Oil during the 1st quarter worth about $202,000. Finally, Benjamin F. Edwards & Company Inc. grew its stake in Murphy Oil by 27.0% during the 1st quarter. Benjamin F. Edwards & Company Inc. now owns 2,105 shares of the oil and gas producer’s stock valued at $96,000 after acquiring an additional 447 shares in the last quarter. Institutional investors and hedge funds own 78.31% of the company’s stock.

Murphy Oil Company Profile

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.