Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

HOUSTON, Dec. 11, 2025 /PRNewswire/ -- EOG Resources, Inc. (EOG) today announced the appointment of John D. Chandler to its Board of Directors, effective December 10, 2025. Chandler served as Senior Vice President and Chief Financial Officer of The Williams Companies, Inc. (Williams), a publicly traded energy infrastructure provider focused on the gathering, processing, transportation and storage of natural gas, from 2017 until his retirement in 2022. Chandler also serves as a director of Matrix Services Co ...

EOG Resources, Inc. (EOG) is a leading independent energy company engaged in the exploration, development, production and marketing of crude oil, natural gas, and natural gas liquids. Headquartered in Houston, Texas, the firm is a major player across U.S. basins, including the Permian Basin, Eagle Ford, and more, as well as in international operations. The company’s market cap stands around $58.9 billion. Companies worth $10 billion or more are generally described as “large-cap stocks,” and EOG fits well ...

Core Insights - The analyst has over 10 years of experience researching more than 1000 companies across various sectors, including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, indicating a transition in content delivery methods [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with other industries such as consumer discretionary, REITs, and utilities [1] Company and Industry Summary - The analyst has researched a diverse range of companies, including those in oil, natural gas, gold, copper, and technology sectors like Google and Nokia [1] - The transition to a YouTube channel suggests a growing trend in digital content consumption for investment insights [1] - The emphasis on metals and mining stocks highlights the potential investment opportunities within these sectors, which may be influenced by market demand and commodity prices [1]

Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, covering hundreds of companies [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with consumer discretionary, REITs, and utilities [1]

Group 1 - EOG Resources, Inc. is considered one of the best very cheap stocks to invest in, with recent ratings from analysts maintaining a Hold rating while adjusting price targets [1][2] - The company's fiscal Q3 2025 results showed a revenue decrease of 1.98% year-over-year to $5.85 billion, although it exceeded estimates by $260.39 million, and EPS of $2.71 topped consensus by $0.26 [2][3] - Management attributed the revenue decline to lower NGL and natural gas prices compared to Q2 2025, but higher crude oil and condensate prices helped the company surpass estimates [2][3] Group 2 - Analyst Mark Lear from Piper Sandler noted that despite the company exceeding estimates, the overall oil macro environment remains challenging, and the gas equity rally may have advanced too far [3] - EOG Resources primarily operates in major US basins and Trinidad, focusing on crude oil and natural gas exploration and production [3]

Core Insights - EOG Resources, Inc. is recognized as one of the 15 Best Stocks to Buy for the Medium Term [1] - Piper Sandler has reduced its price target for EOG from $129 to $124 while maintaining a Neutral rating, citing solid sector performance but concerns about the broader oil macro environment [2] - EOG reported Q3 2025 revenue of $5.85 billion, a nearly 2% decline year-over-year, with adjusted net income of $1.5 billion or $2.71 per share [2] Financial Performance - EOG generated $1.4 billion in free cash flow during Q3 2025 [2] - The company paid $545 million in regular dividends and repurchased $440 million worth of shares [2] - Oil, gas, and NGL volumes exceeded guidance midpoints, supported by higher volumes and lower-than-expected per-unit cash operating costs and DD&A [3] Company Overview - EOG Resources, Inc. is an independent oil and gas producer focused on exploring, developing, producing, and marketing crude oil, natural gas, and natural gas liquids [3]

Core Insights - EOG Resources, Inc. has garnered significant hedge fund interest and is listed among the top 12 commodity stocks to buy currently [1] - RBC Capital maintains a price target of $145 for EOG Resources, reflecting a bullish outlook [2] Financial Performance - EOG Resources reported a net income of $1.5 billion and free cash flow of $1.4 billion for Q3 [2] - The company achieved an adjusted EPS of $2.71 and adjusted operating cash flow per share of $5.57 [2] - EOG's quarterly dividend payments reached a record high of nearly $550 million, with regular dividends increasing by 8% year-over-year [2] Shareholder Returns - EOG Resources committed $1 billion to dividends and share repurchases during the quarter [2] - Buybacks amounted to nearly $450 million [2] Financial Guidance - The company raised its free cash flow guidance to $4.5 billion [2] - EOG ended the quarter with $3.5 billion in cash and $7.7 billion in long-term debt [2] Operational Resilience - EOG Resources remains confident in its operational resilience despite short-term oil supply challenges, supported by a robust portfolio including the Delaware Basin, Eagle Ford, Utica, and emerging gas plays [2]

Market Overview - The current market environment is characterized by changing global supply, demand, and investor sentiment, with precious metals leading gains alongside industrial metals, as indicated by a 10% increase in the Bloomberg Commodity Index (BCOM) as of November 19, 2025 [2] - Four out of six BCOM sectors reported gains in Q3, while petroleum rose by 4%, with grains and energy sectors being exceptions [2] - China's major commodity imports eased in October, with iron ore showing resilience despite declines in crude oil, natural gas, and coal [3] - The World Bank's Commodity Markets Outlook predicts a 7% decline in global commodity prices in 2026 due to subdued economic activity, trade tensions, and excess oil supplies, while precious metals are expected to grow by 5% [4] LNG Supply Growth - Global LNG supply is projected to grow by 10.2% in 2026, driven by U.S. expansions, with capacity expected to rise to 130 million tons in 2026 from 90 million tons in 2024 [5] Investment Strategy - The list of the 12 best commodity stocks is curated based on hedge fund interest, utilizing data from Insider Monkey's hedge fund database, which tracks 983 stocks as of Q2 2025 [8] - Research indicates that imitating top stock picks of leading hedge funds can lead to market outperformance [9] Company Highlights Air Products and Chemicals, Inc. (NYSE:APD) - Air Products and Chemicals, Inc. is among the top commodity stocks, with 53 hedge fund holders [11] - The company reported Q4 FY25 EPS of $3.39, slightly above the forecast of $3.38, with a full-year EPS of $12.03, down 3% year-over-year [13] - Management highlighted a focus on cost-reset strategies, including a 16% workforce reduction, and stable operating margins at 23.7% [13] - The NEOM green hydrogen project is nearly 90% complete, with expectations for ammonia output in 2027 [14] EOG Resources, Inc. (NYSE:EOG) - EOG Resources, Inc. also has 53 hedge fund holders and maintained a price target of $145 with a "Buy" rating [16] - The company reported Q3 net income of $1.5 billion and free cash flow of $1.4 billion, with adjusted EPS of $2.71 [17] - EOG returned $1 billion to shareholders through dividends and repurchases, with regular dividend payments increasing by 8% year-over-year [18] - The company raised its free cash flow guidance to $4.5 billion, ending the quarter with $3.5 billion in cash [19] The Mosaic Company (NYSE:MOS) - The Mosaic Company has 54 hedge fund holders and received a "Buy" rating from Goldman Sachs, with a lowered price target from $37 to $33 [21][22] - The company reported Q3 net income of $411 million, up from $122 million year-over-year, and adjusted EBITDA of $806 million [23] - Mosaic aims to achieve $250 million in cost savings by 2026, having already recorded $150 million in reductions [25]

Core Viewpoint - EOG Resources, Inc. has experienced a decline in share value, losing over 15% over the past year, resulting in shares being near a 52-week low despite recent market movements [1] Company Performance - EOG Resources, Inc. shares have underperformed, with a significant drop of over 15% in value over the last year [1] - The current share price is close to a 52-week low, indicating a challenging market position for the company [1] Market Context - The broader market has recently shown positive movements, contrasting with the poor performance of EOG Resources, Inc. shares [1]