The share price of Murphy Oil Corporation (NYSE:MUR) fell by 4.75% between January 23 and January 30, 2026, putting it among the Energy Stocks that Lost the Most This Week. Murphy Oil (MUR) Reports Results for Q4 2025 Murphy Oil Corporation (NYSE:MUR) is a global independent oil and natural gas exploration and production company. On February 28, Murphy Oil Corporation (NYSE:MUR) reported mixed results for Q4 2025, with the company’s adjusted EPS of $0.14 comfortably beating expectations by $0.17. Howeve ...

Core Viewpoint - Murphy Oil Corporation is a significant entity in the U.S. oil and gas exploration and production sector, known for its operations both onshore and offshore [1] Financial Performance - In Q4 2025, Murphy Oil reported earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of a loss of $0.07 per share, resulting in an earnings surprise of +304.08% [3] - The company's revenue for the quarter was $624.56 million, which met the Zacks Consensus Estimate but represented a decrease from $670.96 million reported in the same quarter the previous year [4] Stock Performance - Murphy Oil's stock has experienced fluctuations, with a 52-week high of $35.19 and a low of $18.95, and the current market capitalization is approximately $4.3 billion [5] - The stock price was $30.09 on February 2, 2026, with a recent decrease of 3.19%, dropping by $0.99 [2][6] Analyst Ratings - UBS has maintained a Neutral rating for Murphy Oil, adjusting the price target from $31 to $30 [2][6]

Core Insights - Murphy Oil Corporation (MUR) reported adjusted net earnings of 14 cents per share for Q4 2025, exceeding the Zacks Consensus Estimate of a loss of 7 cents by 300%, although this represents a 60% decrease from 35 cents in the same quarter last year [1] - The company's total revenues for Q4 2025 were $624.6 million, slightly above the Zacks Consensus Estimate of $622 million, but down 6.9% year over year [3] - For the full year 2025, adjusted earnings per share were $1.37, a decline of 50.4% from $2.76 in 2024 [2] Financial Performance - Murphy Oil's total revenues for 2025 were $2.72 billion, down 9.9% from $3.02 billion in 2024 [3] - The company produced 181,400 barrels of oil equivalent per day (BOE/D) in Q4 2025, within the guided range of 176,000-182,500 BOE/D [4] - Total costs and expenses for Q4 2025 were $565.2 million, a decrease of 3.5% from $585.8 million in the previous year [4] Operational Highlights - Murphy Oil achieved a reserve replacement ratio of 103% in 2025, with total proved reserves at 715 million barrels of oil equivalent (MMBOE) at year-end [6][8] - The company returned $288.8 million to shareholders in 2025, including $102.6 million in share repurchases and $186.2 million in dividends [5] Financial Condition - As of December 31, 2025, Murphy Oil had cash and cash equivalents of $377.2 million, down from $423.6 million a year earlier [7] - The company reported long-term debt of $1.38 billion as of December 31, 2025, compared to $1.27 billion at the end of 2024 [7] - Net cash provided by continuing operational activities in 2025 was $1.25 billion, down from $1.73 billion in 2024 [7] Future Guidance - For Q1 2026, Murphy Oil expects production (excluding non-controlling interest) to be in the range of 164,000-172,000 BOE/D [10] - The company plans to invest between $1.2 billion and $1.3 billion in 2026, with expected production for the year in the range of 167,000-175,000 BOE/D, of which 50% is anticipated to be oil [10] Dividend Information - The board of directors approved an increase in the quarterly dividend rate to 35 cents from 32.5 cents per share, resulting in an annualized dividend of $1.40 per share [9]

Group 1 - The article discusses the analysis of oil and gas companies, specifically focusing on Murphy Oil and its competitive position, balance sheet, and development prospects [1] - A recent appraisal well in Vietnam has positively impacted Murphy Oil's discovery, overshadowing its latest earnings report [2] - The oil and gas industry is characterized as a boom-bust, cyclical sector that requires patience and experience for successful investment [2] Group 2 - The investing group Oil & Gas Value Research seeks undervalued oil companies and out-of-favor midstream companies that present compelling investment opportunities [2] - The group includes an active chat room for investors to discuss recent information and share ideas related to oil and gas investments [2]

Murphy Oil (NYSE:MUR) Q4 2025 Earnings call January 29, 2026 09:00 AM ET Company ParticipantsAtif Riaz - VP, Investor Relations and TreasurerBetty Jiang - Managing Director and senior Equity Research analyst at BarclaysCarlos Escalante - VPChris Whittaker - Senior Managing DirectorEric Hambly - President and CEONeil Mehta - Head of Americas Natural Resources Equity ResearchPaul Cheng - Managing DirectorPhillip Jungwirth - Managing DirectorConference Call ParticipantsCharles Meade - Research AnalystLeo Maria ...

Murphy Oil (NYSE:MUR) Q4 2025 Earnings call January 29, 2026 09:00 AM ET Company ParticipantsAtif Riaz - VP, Investor Relations and TreasurerBetty Jiang - Managing Director and senior Equity Research analyst at BarclaysCarlos Escalante - VPChris Whittaker - Senior Managing DirectorEric Hambly - President and CEONeil Mehta - Head of Americas Natural Resources Equity ResearchPaul Cheng - Managing DirectorPhillip Jungwirth - Managing DirectorConference Call ParticipantsCharles Meade - Research AnalystLeo Maria ...

Murphy Oil (NYSE:MUR) Q4 2025 Earnings call January 29, 2026 09:00 AM ET Speaker6Good morning, ladies and gentlemen, and welcome to the Murphy Oil Corporation Fourth Quarter 2025 Earnings Conference Call and Webcast. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. This call is being recorded on Thursday, January 29, 2026. We re ...

Speaking at a press briefing by the Ministry of Industry and Trade on Jan. 29, Dang Hai Anh, deputy head of the Department of Oil, Gas and Coal, said the discovery was located in Block 15-2/17 of the Cuu Long Basin. Recent exploration and appraisal drilling results at the field had been "very positive," with oil reserves showing significant potential for future development, he added.According to Murphy Oil Corporation of the U.S., the operator of the project, the first discovery well encountered about 370 f ...

2025 FOURTH QUARTER EARNINGS CONFERENCE CALL AND WEBCAST JANUARY 29, 2026 ERIC M. HAMBLY PRESIDENT AND CHIEF EXECUTIVE OFFICER 4Q 2025 Earnings Presentation 0 0 CAUTIONARY STATEMENT Cautionary Note to US Investors – The United States Securities and Exchange Commission (SEC) requires oil and natural gas companies, in their filings with the SEC, to disclose proved reserves that a company has demonstrated by actual production or conclusive formation tests to be economically and legally producible under existin ...

Murphy Oil (MUR) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to earnings of $0.35 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +304.08%. A quarter ago, it was expected that this oil and gas producer would post earnings of $0.16 per share when it actually produced earnings of $0.41, delivering a surprise of +156.25%.Over the last four q ...