Roth Capital Has Bearish Forecast for Murphy Oil Q2 Earnings

Murphy Oil Co. (NYSE:MUR) – Roth Capital cut their Q2 2025 earnings per share estimates for Murphy Oil in a report issued on Monday, April 14th. Roth Capital analyst L. Mariani now forecasts that the oil and gas producer will post earnings of $0.15 per share for the quarter, down from their prior forecast of $0.53. 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 Q3 2025 earnings at $0.48 EPS, Q4 2025 earnings at $0.51 EPS, FY2025 earnings at $1.61 EPS, Q1 2026 earnings at $0.55 EPS, Q2 2026 earnings at $0.45 EPS and FY2026 earnings at $2.60 EPS.

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

Several other research firms have also weighed in on MUR. Truist Financial lowered Murphy Oil from a “buy” rating to a “hold” rating and lowered their target price for the company from $42.00 to $31.00 in a report on Friday, January 31st. Barclays dropped their target price on shares of Murphy Oil from $34.00 to $32.00 and set an “equal weight” rating for the company in a report on Tuesday, March 18th. Wells Fargo & Company reaffirmed an “equal weight” rating on shares of Murphy Oil in a report on Monday, February 3rd. Morgan Stanley set a $27.00 price objective on Murphy Oil and gave the stock an “underweight” rating in a research report on Tuesday. Finally, UBS Group lowered their target price on Murphy Oil from $28.00 to $23.00 and set a “neutral” rating on the stock in a report on Monday, April 7th. One research analyst has rated the stock with a sell rating, ten have given a hold rating and three have given a buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $32.77.

Murphy Oil Price Performance

Shares of NYSE:MUR opened at $21.32 on Thursday. The business’s 50 day simple moving average is $25.38 and its 200-day simple moving average is $29.36. The firm has a market capitalization of $3.04 billion, a price-to-earnings ratio of 7.93 and a beta of 1.68. Murphy Oil has a 12 month low of $18.95 and a 12 month high of $46.91. The company has a debt-to-equity ratio of 0.24, a current ratio of 0.83 and a quick ratio of 0.77.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the business. Huntington National Bank increased its position in shares of Murphy Oil by 342.8% in the fourth quarter. Huntington National Bank now owns 828 shares of the oil and gas producer’s stock worth $25,000 after acquiring an additional 641 shares in the last quarter. Riverview Trust Co purchased a new stake in Murphy Oil during the 1st quarter worth $26,000. GeoWealth Management LLC acquired a new stake in Murphy Oil in the 4th quarter valued at $39,000. Lindbrook Capital LLC raised its position in Murphy Oil by 60.5% in the fourth quarter. Lindbrook Capital LLC now owns 1,441 shares of the oil and gas producer’s stock valued at $44,000 after purchasing an additional 543 shares during the period. Finally, Byrne Asset Management LLC acquired a new position in shares of Murphy Oil during the first quarter worth about $44,000. Hedge funds and other institutional investors own 78.31% of the company’s stock.

Insider Buying and Selling

In other news, VP Meenambigai Palanivelu acquired 1,573 shares of the business’s stock in a transaction dated Wednesday, February 5th. The shares were bought at an average cost of $26.70 per share, for a total transaction of $41,999.10. Following the acquisition, the vice president now directly owns 37,065 shares in the company, valued at $989,635.50. This trade represents a 4.43 % increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Claiborne P. Deming bought 50,000 shares of the firm’s stock in a transaction dated Tuesday, February 4th. The shares were purchased at an average price of $26.47 per share, with a total value of $1,323,500.00. Following the acquisition, the director now directly owns 931,651 shares in the company, valued at approximately $24,660,801.97. This trade represents a 5.67 % increase in their position. The disclosure for this purchase can be found here. Corporate insiders own 6.52% of the company’s stock.

Murphy Oil Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 2nd. Stockholders of record on Friday, May 16th will be issued a dividend of $0.325 per share. The ex-dividend date is Friday, May 16th. This represents a $1.30 annualized dividend and a dividend yield of 6.10%. Murphy Oil’s payout ratio is currently 48.33%.

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.