Capital One Financial Predicts Lower Earnings for Murphy Oil

Key Points

• Capital One Financial has reduced its Q3 2025 earnings per share (EPS) forecast for Murphy Oil from $0.46 to $0.30, reflecting lower expectations for the oil and gas producer's performance.
• Analysts' ratings on Murphy Oil are mixed, with one "Buy," eleven "Hold," and two "Sell," indicating a consensus rating of "Reduce."
• Murphy Oil has declared a quarterly dividend of $0.325 per share, yielding 5.2%, to be paid on September 2nd to shareholders of record on August 18th.

Murphy Oil Corporation (NYSE:MUR - Free Report) - Analysts at Capital One Financial dropped their Q3 2025 earnings per share (EPS) estimates for shares of Murphy Oil in a research note issued to investors on Wednesday, August 27th. Capital One Financial analyst B. Velie now forecasts that the oil and gas producer will post earnings per share of $0.30 for the quarter, down from their previous forecast of $0.46. 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 FY2025 earnings at $1.52 EPS, FY2026 earnings at $1.64 EPS and FY2027 earnings at $1.94 EPS.

Murphy Oil (NYSE:MUR - Get Free Report) last posted its earnings results 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. The business had revenue of $695.57 million during the quarter, compared to the consensus estimate of $632.51 million. Murphy Oil had a return on equity of 5.25% and a net margin of 10.20%.Murphy Oil's revenue was down 13.4% on a year-over-year basis. During the same quarter last year, the company earned $0.81 EPS.

MUR has been the subject of several other research reports. Wells Fargo & Company set a $24.00 price objective on shares of Murphy Oil and gave the stock an "equal weight" rating in a research report on Thursday, June 26th. Barclays boosted their price objective on shares of Murphy Oil from $22.00 to $23.00 and gave the stock an "underweight" rating in a research report on Monday, July 7th. 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 report on Thursday, August 14th. UBS Group raised their price objective on shares of Murphy Oil from $23.00 to $24.00 and gave the company a "neutral" rating in a research note on Wednesday, August 13th. Finally, Roth Capital cut shares of Murphy Oil from a "buy" rating to a "neutral" rating and reduced their price objective for the company from $27.00 to $25.00 in a research note on Thursday, May 15th. One investment analyst has rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, Murphy Oil has a consensus rating of "Reduce" and a consensus price target of $29.69.

Murphy Oil Price Performance

NYSE MUR traded up $0.39 during trading hours on Monday, reaching $25.44. 709,010 shares of the company's stock were exchanged, compared to its average volume of 2,844,645. The stock has a market cap of $3.63 billion, a PE ratio of 13.20 and a beta of 1.15. Murphy Oil has a one year low of $18.94 and a one year high of $36.63. The firm has a fifty day moving average of $24.36 and a 200-day moving average of $23.92. The company has a current ratio of 0.84, a quick ratio of 0.77 and a debt-to-equity ratio of 0.28.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Riverview Trust Co bought a new position in shares of Murphy Oil during the 1st quarter worth approximately $26,000. Brooklyn Investment Group grew its stake in shares of Murphy Oil by 3,989.7% during the 1st quarter. Brooklyn Investment Group now owns 1,186 shares of the oil and gas producer's stock worth $34,000 after acquiring an additional 1,157 shares in the last quarter. Byrne Asset Management LLC bought a new position in shares of Murphy Oil during the 1st quarter worth approximately $44,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of Murphy Oil by 1,710.9% during the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,666 shares of the oil and gas producer's stock worth $47,000 after acquiring an additional 1,574 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB grew its stake in shares of Murphy Oil by 177.8% during the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 1,725 shares of the oil and gas producer's stock worth $49,000 after acquiring an additional 1,104 shares in the last quarter. Institutional investors own 78.31% of the company's stock.

Murphy Oil Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 2nd. Shareholders of record on Monday, August 18th were paid a $0.325 dividend. This represents a $1.30 annualized dividend and a yield of 5.1%. The ex-dividend date of this dividend was Monday, August 18th. Murphy Oil's dividend payout ratio is presently 67.36%.

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.