Roth Capital Forecasts Murphy Oil’s Q1 Earnings (NYSE:MUR)

Murphy Oil Co. (NYSE:MUR) – Equities research analysts at Roth Capital issued their Q1 2026 earnings estimates for shares of Murphy Oil in a research report issued to clients and investors on Wednesday, March 12th. Roth Capital analyst L. Mariani forecasts that the oil and gas producer will earn $0.85 per share for the quarter. The consensus estimate for Murphy Oil’s current full-year earnings is $2.94 per share. Roth Capital also issued estimates for Murphy Oil’s Q2 2026 earnings at $0.72 EPS, Q3 2026 earnings at $0.94 EPS, Q4 2026 earnings at $0.95 EPS and FY2026 earnings at $3.45 EPS.

Murphy Oil (NYSE:MUR) last released its quarterly earnings results on Thursday, January 30th. The oil and gas producer reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.62 by ($0.27). Murphy Oil had a return on equity of 7.66% and a net margin of 13.44%. During the same quarter last year, the company posted $0.90 EPS.

Several other analysts have also recently issued reports on MUR. Morgan Stanley reaffirmed an “underweight” rating and set a $37.00 price objective on shares of Murphy Oil in a research note on Wednesday, January 22nd. JPMorgan Chase & Co. dropped their price objective on shares of Murphy Oil from $33.00 to $28.00 and set a “neutral” rating for the company in a research note on Thursday. Mizuho dropped their price objective on shares of Murphy Oil from $50.00 to $45.00 and set an “outperform” rating for the company in a research note on Monday, December 16th. Barclays reissued an “equal weight” rating on shares of Murphy Oil in a research note on Monday, February 3rd. Finally, Wells Fargo & Company reissued an “equal weight” rating on shares of Murphy Oil in a research note on Monday, February 3rd. One research analyst has rated the stock with a sell rating, ten have assigned a hold rating and four have assigned a buy rating to the company’s stock. According to MarketBeat, Murphy Oil presently has an average rating of “Hold” and an average price target of $35.46.

Murphy Oil Stock Up 4.7 %

Shares of NYSE MUR opened at $26.06 on Friday. Murphy Oil has a 12-month low of $22.90 and a 12-month high of $49.14. The stock has a market cap of $3.80 billion, a PE ratio of 9.69 and a beta of 2.18. The company has a current ratio of 0.83, a quick ratio of 0.77 and a debt-to-equity ratio of 0.24. The company has a 50-day moving average of $28.44 and a 200 day moving average of $31.31.

Murphy Oil Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 3rd. Investors of record on Tuesday, February 18th were issued a $0.325 dividend. This represents a $1.30 annualized dividend and a yield of 4.99%. The ex-dividend date was Tuesday, February 18th. This is an increase from Murphy Oil’s previous quarterly dividend of $0.30. Murphy Oil’s dividend payout ratio (DPR) is 48.33%.

Insider Activity at Murphy Oil

In related news, Director Claiborne P. Deming bought 50,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 4th. The stock was purchased at an average price of $26.47 per share, for a total transaction of $1,323,500.00. Following the acquisition, the director now owns 931,651 shares of the company’s stock, valued at approximately $24,660,801.97. This trade represents a 5.67 % increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Meenambigai Palanivelu bought 1,573 shares of the company’s stock in a transaction that occurred on Wednesday, February 5th. The stock was bought at an average price of $26.70 per share, with a total value of $41,999.10. Following the acquisition, the vice president now directly owns 37,065 shares in the company, valued at $989,635.50. The trade was a 4.43 % increase in their position. The disclosure for this purchase can be found here. 5.95% of the stock is owned by insiders.

Hedge Funds Weigh In On Murphy Oil

Institutional investors have recently modified their holdings of the business. Quadrature Capital Ltd acquired a new position in shares of Murphy Oil in the third quarter worth $1,217,000. Bank of New York Mellon Corp grew its stake in shares of Murphy Oil by 0.7% in the fourth quarter. Bank of New York Mellon Corp now owns 1,857,702 shares of the oil and gas producer’s stock worth $56,214,000 after acquiring an additional 13,263 shares in the last quarter. Prospector Partners LLC grew its stake in shares of Murphy Oil by 50.5% in the third quarter. Prospector Partners LLC now owns 307,092 shares of the oil and gas producer’s stock worth $10,361,000 after acquiring an additional 103,092 shares in the last quarter. Citigroup Inc. grew its stake in shares of Murphy Oil by 14.5% in the third quarter. Citigroup Inc. now owns 605,557 shares of the oil and gas producer’s stock worth $20,431,000 after acquiring an additional 76,487 shares in the last quarter. Finally, Sanctuary Advisors LLC acquired a new position in shares of Murphy Oil in the fourth quarter worth $618,000. Institutional investors and hedge funds 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.