EOG Resources Q3 EPS Lowered by Capital One Financial

Key Points

• Analysts at Capital One Financial have reduced EOG Resources' Q3 2025 earnings per share estimate from $2.61 to $2.45, while the consensus estimate for the current full-year earnings stands at $11.47 per share.
• The company reported a Q2 EPS of $2.32, surpassing the consensus estimate of $2.14, but experienced a 9.1% year-over-year revenue decline to $5.48 billion.
• EOG Resources has received various ratings from analysts, including a "Strong Buy" from one research analyst, with an average rating of "Moderate Buy" and a consensus price target of $143.61.

EOG Resources, Inc. (NYSE:EOG - Free Report) - Research analysts at Capital One Financial cut their Q3 2025 earnings per share estimates for EOG Resources in a research report issued to clients and investors on Wednesday, August 27th. Capital One Financial analyst P. Johnston now expects that the energy exploration company will earn $2.45 per share for the quarter, down from their prior forecast of $2.61. The consensus estimate for EOG Resources' current full-year earnings is $11.47 per share. Capital One Financial also issued estimates for EOG Resources' Q4 2025 earnings at $2.52 EPS, FY2025 earnings at $10.16 EPS, Q1 2026 earnings at $2.31 EPS, Q4 2026 earnings at $2.46 EPS and FY2026 earnings at $9.56 EPS.

EOG Resources (NYSE:EOG - Get Free Report) last issued its earnings results on Thursday, August 7th. The energy exploration company reported $2.32 earnings per share for the quarter, topping analysts' consensus estimates of $2.14 by $0.18. EOG Resources had a return on equity of 20.51% and a net margin of 25.25%.The company had revenue of $5.48 billion for the quarter, compared to analyst estimates of $5.45 billion. During the same period in the prior year, the firm earned $3.16 earnings per share. EOG Resources's revenue for the quarter was down 9.1% on a year-over-year basis.

A number of other equities research analysts have also commented on the company. Morgan Stanley set a $135.00 price target on EOG Resources and gave the company an "equal weight" rating in a research report on Monday, June 2nd. Barclays increased their price target on EOG Resources from $137.00 to $140.00 and gave the company an "equal weight" rating in a research report on Monday, June 2nd. Melius initiated coverage on EOG Resources in a research report on Wednesday, August 20th. They issued a "buy" rating and a $173.00 price target for the company. Stephens initiated coverage on EOG Resources in a research report on Tuesday, June 17th. They issued an "equal weight" rating and a $137.00 price target for the company. Finally, Roth Capital lowered EOG Resources from a "buy" rating to a "neutral" rating and lowered their price target for the company from $140.00 to $134.00 in a research report on Wednesday, July 9th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and twelve have issued a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $143.61.

EOG Resources Stock Up 1.0%

Shares of NYSE:EOG traded up $1.21 during trading on Monday, reaching $126.03. 2,224,846 shares of the stock were exchanged, compared to its average volume of 2,574,707. The firm has a market cap of $68.81 billion, a price-to-earnings ratio of 12.25, a price-to-earnings-growth ratio of 9.56 and a beta of 0.85. The stock has a fifty day moving average of $120.11 and a two-hundred day moving average of $118.78. EOG Resources has a 1-year low of $102.52 and a 1-year high of $138.18. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.79 and a quick ratio of 1.61.

Insider Buying and Selling at EOG Resources

In other news, COO Jeffrey R. Leitzell sold 3,951 shares of the stock in a transaction on Monday, June 30th. The stock was sold at an average price of $119.65, for a total transaction of $472,737.15. Following the completion of the transaction, the chief operating officer owned 45,739 shares in the company, valued at approximately $5,472,671.35. This represents a 7.95% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.13% of the company's stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. MASTERINVEST Kapitalanlage GmbH bought a new position in EOG Resources in the 2nd quarter worth about $382,000. Hilltop Partners LLC boosted its stake in EOG Resources by 11.8% in the 2nd quarter. Hilltop Partners LLC now owns 8,559 shares of the energy exploration company's stock worth $1,024,000 after purchasing an additional 904 shares during the period. Cim Investment Management Inc. boosted its stake in EOG Resources by 99.7% in the 2nd quarter. Cim Investment Management Inc. now owns 3,919 shares of the energy exploration company's stock worth $475,000 after purchasing an additional 1,957 shares during the period. North Dallas Bank & Trust Co. bought a new position in EOG Resources in the 2nd quarter worth about $854,000. Finally, B. Riley Wealth Advisors Inc. bought a new position in EOG Resources in the 2nd quarter worth about $209,000. Institutional investors own 89.91% of the company's stock.

About EOG Resources

EOG Resources, Inc, together with its subsidiaries, explores for, develops, produces, and markets crude oil, natural gas liquids, and natural gas primarily in producing basins in the United States, the Republic of Trinidad and Tobago and internationally. The company was formerly known as Enron Oil & Gas Company.