# BP p.l.c. (BP)

> Source: Nexqual · https://nexqual.com/BP · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, BP p.l.c. (BP), nexqual.com/BP" · informational, not investment advice.

**Price:** USD 50.05 (+0.40% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 49.85 · day 49.2–50.42 · 52w 33.22–50.42 · market cap $129B · NYQ

## Key facts
- 4 of 80 tracked superinvestors hold BP (13F, Q2 2026): 0 new, 1 added, 1 reduced, 2 unchanged.
- Analysts: Buy (mean 2.42 on a 1–5 scale) (19 analysts), mean target USD 53.48 (range 42–74).
- Total return with dividends: 1Y +50.4% vs S&P 500 +14.9%; 5Y +117.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-30, EPS estimate USD 2.62, revenue estimate $64.5B.

## Superinvestors (SEC 13F-HR, Q2 2026)
4 of 80 tracked investors hold BP. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Kahn Brothers | Kahn Brothers Group | 5.18% | $29.2M | Unchanged |
| Harry Burn | Sound Shore | 2.55% | $82.8M | Added +34.1% |
| Sarah Ketterer | Causeway Capital Management | 0.02% | $1.7M | Reduced -95.4% |
| Mairs & Power | Mairs & Power Funds | <0.01% | $207K | Unchanged |

## Analysts
Consensus Buy (mean 2.42 on a 1–5 scale), 19 analysts; mean target USD 53.48 (low 42, high 74).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-20 | TD Cowen | Target raised | Hold | $47 → $49 |
| 2026-10-05 | Mizuho | Target raised | Outperform | $53 → $56 |
| 2026-10-01 | Wells Fargo | Upgrade | Equal-Weight → Overweight | $48 → $57 |
| 2026-09-28 | TD Cowen | Target raised | Hold | $41 → $47 |
| 2026-09-25 | HSBC | Upgrade | Hold → Buy | $46 → $51.3 |
| 2026-09-23 | JP Morgan | Upgrade | Neutral → Overweight |  |
| 2026-09-16 | Evercore ISI Group | Reiterated | In-Line → Developing | $52 |
| 2026-09-03 | Piper Sandler | Target raised | Neutral | $43 → $46 |
| 2026-08-07 | Piper Sandler | Target raised | Neutral | $42 → $43 |
| 2026-08-05 | Wells Fargo | Target lowered | Equal-Weight | $54 → $48 |
| 2026-07-20 | Mizuho | Initiated | Neutral → Outperform | $51 |
| 2026-07-16 | TD Cowen | Target raised | Hold | $40 → $41 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +50.4% | +117.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +50.6% | +16.8% |
| Volatility (annualized) | 29.9% | 28.9% |
| Max drawdown | -23.2% (Apr 2026→Jul 2026) | -28.8% (Apr 2024→Apr 2025) |

## Peers (Oil & Gas Integrated)
EQNR (Equinor ASA) USD 46.42 +0.65% · PBR (Petroleo Brasileiro S.A. Petrob) USD 25.62 -0.16% · SU (Suncor Energy  Inc.) USD 77.41 -2.04% · E (ENI S.p.A.) USD 59.53 +0.56% · TTE (TotalEnergies SE) USD 90.96 +0.69% · CVE (Cenovus Energy Inc) USD 32.01 -3.38%

## More
Full page: https://nexqual.com/BP · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in BP's own 20-F filed 2026-03-06 (https://www.sec.gov/Archives/edgar/data/313807/000031380726000006/bp-20251231.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Ford (F) | "On 31 January 2025 bp and Devon Energy agreed to dissolve their Eagle Ford partnership and divide up the assets." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $2.62 | $1.59 | +65.0% | $64.54B | 10 |
| Next quarter (ends 2026-12-31) | $2.03 | $1.20 | +68.5% | $61.15B | 10 |
| Current fiscal year (ends 2026-12-31) | $8.12 | $5.53 | +46.9% | $227.18B | 16 |
| Next fiscal year (ends 2027-12-31) | $5.74 | $4.12 | +39.5% | $213.71B | 16 |