EOG Resources(EOG)
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Bernstein Raises its Price Target on EOG Resources (EOG) to $167 from $126
Yahoo Finance· 2026-03-25 11:02
EOG Resources, Inc. (NYSE:EOG) is one of the 10 Most Profitable S&P 500 Stocks to Buy Now. On March 22, 2026, Bernstein raised the price target on EOG Resources, Inc. (NYSE:EOG) to $167 from $126 and maintained a Market Perform rating after updating models to reflect current crude prices and crack spreads. Bernstein said geopolitical risks remain elevated, noting that conflicts that extend beyond the near term can last for years, and added that, given the “uncertainty and right tail risk,” increasing expo ...
EOG Resources Schedules Conference Call and Webcast of First Quarter 2026 Results for May 6, 2026
Prnewswire· 2026-03-24 20:15
EOG Resources Schedules Conference Call and Webcast of First Quarter 2026 Results for May 6, 2026 Accessibility StatementSkip NavigationHOUSTON, March 24, 2026 /PRNewswire/ -- EOG Resources, Inc.(EOG) will host a conference call and webcast to discuss first quarter 2026 results on Wednesday, May 6, 2026, at 9 a.m. Central time (10 a.m. Eastern time). Please visit the Investors/Events & Presentationspage on the EOG website to access a live webcast of the conference call. If you are unable to listen to the li ...
Better Dividend Stock: ConocoPhillips vs. EOG Resources
Yahoo Finance· 2026-03-24 13:50
Despite all the volatility in crude prices, the oil industry can be a great place to find high-quality dividend stocks. Oil companies typically offer above-average dividend yields, and many have strong records of dividend growth. Two top oil dividend stocks are ConocoPhillips (NYSE: COP) and EOG Resources (NYSE: EOG). They currently have attractive dividend yields (2.6% for ConocoPhillips and 2.9% for EOG Resources, both more than double the S&P 500's 1.2% yield). Here's a look at which oil company is the ...
3 Stocks Positioned to Gain From Ongoing Elevation in Crude Price
ZACKS· 2026-03-23 17:21
Key Takeaways Geopolitical tensions lift crude price near $100 per barrel, putting COP, FANG and EOG in focus for investors.WTI seen at $73.61 in 2026 vs. $65.40 in 2025, signaling sustained support for COP, FANG and EOG.Upstream players COP, FANG and EOG benefit from selling unrefined hydrocarbons amid strong pricing.The ongoing geopolitical tension in the Middle East has driven a surge in crude prices globally. This rise in oil prices is creating a favorable operating environment for upstream players such ...
EOG Resources: I'm Buying American (NYSE:EOG)
Seeking Alpha· 2026-03-19 12:00
Dividend Kings is offering a special promotion this March. All new users who join will be entered into a drawing to only pay $1 for their first year. Start with our $30 month-long trial, pay for your annual membership of $699, and you're entered! One new or returning subscriber will be picked and refunded $698.We went from expecting there to be an oversupply of oil across the entire globe when the year started, having thatScott Kaufman, aka Treading Softly, learned about investing firsthand from over a deca ...
5 Energy Stocks That Have Doubled Down on Dividends Since Oil Crossed $80
Yahoo Finance· 2026-03-17 23:20
When oil crossed $80 a barrel in early 2024, the largest U.S. energy producers faced a familiar choice: drill aggressively or return cash to shareholders. They chose the latter. Dividend raises, buyback programs, and capital return commitments accelerated as free cash flow swelled. Oil price volatility is reshaping how energy companies allocate capital, and the dividend story is the clearest expression of that shift. Here are the five energy stocks that doubled down hardest on shareholder returns. #5: Dev ...
EOG Resources: Near-Term Boost From Iran Conflict, Fundamental Risks Are Rising
Seeking Alpha· 2026-03-17 20:06
The last time I covered EOG Resources, Inc. ( EOG ), I highlighted their strong financials, robust cash flow, and the diversified multi-basin/international growth strategy that allows them to take advantage of long-term tailwinds.I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 ...
油气勘探与生产季度报告:伊朗冲突使能源行业转为防御性板块-High Grade E&P Quarterly_ Iran conflict turns Energy into a defensive sector
2026-03-17 02:07
Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the Energy sector, particularly Exploration and Production (E&P) companies, in the context of the ongoing military conflict in Iran and its impact on oil prices and market dynamics [1][8][9]. Core Insights and Arguments 1. **Impact of Iran Conflict on Energy Prices** - The military conflict in Iran has led to tighter E&P spreads, trading significantly below historical averages, justified by potential oil prices of $80-100 per barrel this year [1][9]. - If the conflict persists, Energy could outperform the market by widening less than other sectors; conversely, a quick resolution may lead to underperformance, with a potential loss of ~5 basis points [1][9]. 2. **Investment Positioning Recommendations** - Investors are advised to maintain energy exposure but to position defensively due to the uncertainty surrounding the Iran conflict [2][10]. - For portfolios lacking energy exposure, adding companies with higher oil beta, such as APA and OVV, is recommended. For those already invested, focusing on high-quality names like EOG or those producing refined products is suggested [2][10]. 3. **Natural Gas and Refined Products Outlook** - E&P companies with exposure to natural gas or refined products (e.g., EXE, CVECN) are expected to perform well regardless of the conflict's outcome [3][15]. - The BofA Commodity Research team predicts that if LNG flows through the Strait of Hormuz remain disrupted for a month, European gas prices could exceed €50 per mmbtu, indicating significant upside potential for natural gas producers [11][13]. 4. **Scenario Analysis for Future Outcomes** - Three scenarios were analyzed: a quick resolution, ongoing conflict spilling into Q2, and a downside case. Companies like OXY, EOG, and FANG show the most leverage to higher oil prices in the upside scenario [8][24]. - The analysis indicates that natural gas producers are likely to benefit across all scenarios, with a focus on maintaining strong balance sheets [19][26]. 5. **Leverage and Financial Health of E&P Companies** - Under a quick resolution scenario, net leverage for companies like OXY and OVV is expected to improve significantly, while others like APA and FANG may lag due to a focus on shareholder returns [21][24]. - In a stressed price scenario, companies such as APA, CNQCN, DVN, and OXY are projected to see the most pressure on leverage, but overall, many E&P companies maintain strong balance sheets [26][27]. Additional Important Insights - The average breakeven price for the industry is projected to decrease by $9.22/boe year-over-year to approximately $49/bbl, driven by lower costs and improved capital efficiency [29][30]. - Natural gas prices are expected to average $3.62/mmcf in 2025, a significant increase from $2.41/mmcf in 2024, which will positively impact producers' financials [31][32]. - The analysis highlights that while all companies saw improvements in breakeven prices, those with higher natural gas exposure, such as CTRA and EXE, experienced the most significant benefits [32]. This summary encapsulates the key points discussed in the conference call, providing insights into the current state and future outlook of the Energy sector amidst geopolitical tensions.
Is EOG Resources (EOG) One of the Most Undervalued Energy Stocks to Buy Now?
Yahoo Finance· 2026-03-15 18:49
Core Viewpoint - EOG Resources, Inc. is considered one of the most undervalued energy stocks currently, with recent price target increases from multiple firms due to anticipated cash flow benefits amid the ongoing Iran war [1][2]. Group 1: Price Target Updates - Barclays raised the price target for EOG from $133 to $140, maintaining an Equal Weight rating, citing increased 2026 oil price estimates due to the Iran conflict [1]. - Piper Sandler increased its price target for EOG from $127 to $144, keeping a Neutral rating, and raised its mid-cycle crude price forecast to $75 per barrel from $70, anticipating lasting supply impacts [2]. Group 2: Operational Overview - EOG Resources, Inc. engages in the exploration, development, production, and marketing of natural gas and crude oil, with operations segmented into the United States, Trinidad, and Other International regions [3].
Barclays Lifts PT on EOG Resources (EOG) to $140 From $133 – Here’s Why
Yahoo Finance· 2026-03-15 18:36
Core Viewpoint - EOG Resources, Inc. is currently considered one of the best oil stocks to buy, with multiple analysts raising their price targets due to anticipated cash flow benefits from ongoing geopolitical tensions and market conditions [1][2]. Group 1: Analyst Ratings and Price Targets - Barclays raised the price target for EOG Resources to $140 from $133, maintaining an Equal Weight rating, citing underappreciated cash flow tailwinds for the exploration and production group [1]. - UBS increased its price target for EOG Resources to $158 from $149 and reaffirmed a Buy rating, indicating that prolonged Middle East conflict and potential gas supply disruptions are likely underpriced by the market [2]. Group 2: Company Operations - EOG Resources, Inc. is involved in the exploration, development, production, and marketing of natural gas and crude oil, with operations segmented into the United States, Trinidad, and Other International regions [3].