What is Roth Capital’s Forecast for Murphy Oil Q1 Earnings?

Murphy Oil Co. (NYSE:MUR) – Stock analysts at Roth Capital issued their Q1 2026 EPS estimates for shares of Murphy Oil in a research note issued on Wednesday, March 12th. Roth Capital analyst L. Mariani forecasts that the oil and gas producer will post earnings per share of $0.85 for the quarter. The consensus estimate for Murphy Oil’s current full-year earnings is $2.94 per share. Roth Capital also issued estimates for Murphy Oil’s Q2 2026 earnings at $0.72 EPS, Q3 2026 earnings at $0.94 EPS, Q4 2026 earnings at $0.95 EPS and FY2026 earnings at $3.45 EPS.

A number of other brokerages also recently issued reports on MUR. Morgan Stanley reaffirmed an “underweight” rating and issued a $37.00 target price on shares of Murphy Oil in a research note on Wednesday, January 22nd. UBS Group reduced their target price on shares of Murphy Oil from $34.00 to $32.00 and set a “neutral” rating on the stock in a research note on Monday, February 3rd. KeyCorp dropped their price target on shares of Murphy Oil from $50.00 to $37.00 and set an “overweight” rating for the company in a research note on Monday, February 3rd. Piper Sandler reduced their price target on shares of Murphy Oil from $35.00 to $34.00 and set an “overweight” rating on the stock in a research report on Thursday, March 6th. Finally, JPMorgan Chase & Co. cut their target price on Murphy Oil from $33.00 to $28.00 and set a “neutral” rating for the company in a research note on Thursday. One research analyst has rated the stock with a sell rating, ten have issued a hold rating and four have given a buy rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $35.46.

Murphy Oil Price Performance

NYSE:MUR opened at $24.86 on Friday. The stock has a 50 day moving average price of $28.66 and a 200 day moving average price of $31.49. The stock has a market cap of $3.63 billion, a PE ratio of 9.24 and a beta of 2.18. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.77 and a current ratio of 0.83. Murphy Oil has a one year low of $22.90 and a one year high of $49.14.

Murphy Oil (NYSE:MUR) last announced its earnings results on Thursday, January 30th. The oil and gas producer reported $0.35 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.62 by ($0.27). Murphy Oil had a return on equity of 7.66% and a net margin of 13.44%. During the same quarter last year, the firm posted $0.90 EPS.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of MUR. Geode Capital Management LLC increased its position in Murphy Oil by 1.3% in the 3rd quarter. Geode Capital Management LLC now owns 3,548,711 shares of the oil and gas producer’s stock valued at $119,755,000 after acquiring an additional 45,432 shares during the period. LSV Asset Management raised its stake in shares of Murphy Oil by 4.3% during the fourth quarter. LSV Asset Management now owns 2,807,277 shares of the oil and gas producer’s stock worth $84,948,000 after purchasing an additional 114,656 shares during the last quarter. Hotchkis & Wiley Capital Management LLC lifted its holdings in shares of Murphy Oil by 2.3% during the third quarter. Hotchkis & Wiley Capital Management LLC now owns 2,627,701 shares of the oil and gas producer’s stock worth $88,659,000 after purchasing an additional 58,220 shares during the period. Northern Trust Corp grew its position in Murphy Oil by 5.1% in the 4th quarter. Northern Trust Corp now owns 2,234,585 shares of the oil and gas producer’s stock valued at $67,619,000 after buying an additional 107,871 shares during the last quarter. Finally, Ameriprise Financial Inc. increased its stake in Murphy Oil by 61.9% in the 4th quarter. Ameriprise Financial Inc. now owns 2,147,590 shares of the oil and gas producer’s stock valued at $64,986,000 after buying an additional 821,427 shares during the period. 78.31% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Murphy Oil

In other Murphy Oil news, VP Meenambigai Palanivelu purchased 1,573 shares of the stock in a transaction that occurred on Wednesday, February 5th. The stock was purchased at an average cost of $26.70 per share, with a total value of $41,999.10. Following the completion of the acquisition, the vice president now directly owns 37,065 shares of the company’s stock, valued at $989,635.50. This trade represents a 4.43 % increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Claiborne P. Deming bought 50,000 shares of the stock in a transaction dated Tuesday, February 4th. The stock was bought at an average price of $26.47 per share, with a total value of $1,323,500.00. Following the acquisition, the director now owns 931,651 shares in the company, valued at approximately $24,660,801.97. This represents a 5.67 % increase in their position. The disclosure for this purchase can be found here. Insiders own 5.95% of the company’s stock.

Murphy Oil Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 3rd. Investors of record on Tuesday, February 18th were issued a $0.325 dividend. This is a boost from Murphy Oil’s previous quarterly dividend of $0.30. The ex-dividend date was Tuesday, February 18th. This represents a $1.30 annualized dividend and a yield of 5.23%. Murphy Oil’s dividend payout ratio (DPR) is 48.33%.

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.