Murphy Oil Corporation (MUR) Stock Price & Analysis
Murphy Oil Corporation (MUR) closed at USD 42.37 on Thursday, October 22, 2026, down 1.37% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 42.96; the Oct 22, 2026 session ranged USD 41.16–43.75 on volume of 1,783,075 shares. Market capitalization is $6.07B, with a 52-week range of USD 26.49–43.75 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:24 UTC.
Also available as compact Markdown for AI agents: nexqual.com/MUR.md
Key facts (MUR)
- Last four reported quarters (through Jun 30, 2026): revenue $3.01B, net income $294M (9.8% margin) (SEC filings).
- Valuation: P/E 20.7x (avg 21.5x at the last 3 fiscal year-ends), EV/EBITDA 4.5x, net debt $1.07B.
- 1 of 80 tracked superinvestors hold MUR (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Hold (mean 2.94 on a 1–5 scale) (17 analysts), mean target USD 41.93 (range 34–54).
- Total return with dividends: 1Y +49.9% vs S&P 500 +14.9%; 5Y +75.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.94, revenue estimate $787M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (MUR)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.80B | $4.22B | $3.46B | $3.03B | $2.72B | $3.01B |
| Gross profit | $2.80B | $4.05B | $3.41B | $3.03B | $2.72B | — |
| Operating income | $281M | $1.59B | $1.04B | $603M | $301M | $558M |
| Net income | -$73.7M | $965M | $662M | $407M | $104M | $294M |
| EPS (diluted) | -$0.48 | $6.13 | $4.22 | $2.70 | $0.72 | — |
| Gross margin | 100.0% | 95.9% | 98.5% | 99.9% | 100.0% | — |
| Operating margin | 10.0% | 37.6% | 30.1% | 19.9% | 11.1% | 18.6% |
| Net margin | -2.6% | 22.9% | 19.1% | 13.4% | 3.8% | 9.8% |
| Revenue growth | +42.4% | +50.7% | -18.0% | -12.5% | -10.2% | — |
| Cash + short-term investments | $521M | $492M | $317M | $424M | $377M | — |
| Total debt | $2.46B | $1.82B | $1.32B | $1.27B | $1.27B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (MUR)
P/E 20.7x · P/S 2.0x · EV/EBITDA 4.5x · EV/Sales 2.4x · P/B 1.1x · Earnings yield 4.84% · Dividend yield (paid, TTM) 3.18% · Buyback yield (TTM) 0.01% · Net debt $1.07B · EV $7.14B
P/E at fiscal year-ends: Dec 2025 43.2x, Dec 2024 11.2x, Dec 2023 10.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (MUR)
1 of 80 tracked investors hold MUR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.03% | $16.2M | Added +141.5% |
Analysts (MUR)
Consensus Hold (mean 2.94 on a 1–5 scale), 17 analysts; mean target USD 41.93 (low 34, high 54).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Scotiabank | Initiated | Sector Perform | $41 |
| 2026-10-15 | Morgan Stanley | Target raised | Underweight | $36 → $37 |
| 2026-10-14 | Mizuho | Target raised | Neutral | $41 → $44 |
| 2026-10-14 | UBS | Target raised | Neutral | $38 → $40 |
| 2026-09-29 | Wells Fargo | Target raised | Equal-Weight | $42 → $43 |
| 2026-09-15 | Keybanc | Target raised | Overweight | $43 → $47 |
| 2026-09-14 | Wells Fargo | Target raised | Equal-Weight | $41 → $42 |
| 2026-09-03 | Seaport Global | Initiated | Neutral | |
| 2026-09-02 | Wells Fargo | Target lowered | Equal-Weight | $45 → $41 |
| 2026-08-14 | Barclays | Downgrade | Equal-Weight → Underweight | $38 → $34 |
| 2026-08-13 | Wells Fargo | Target raised | Equal-Weight | $42 → $45 |
| 2026-08-13 | Keybanc | Target lowered | Overweight | $48 → $43 |
Total return (dividends reinvested) (MUR)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +49.9% | +75.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +50.1% | +11.8% |
| Volatility (annualized) | 46.6% | 44.4% |
| Max drawdown | -25.6% (Apr 2026→Jul 2026) | -55.8% (Apr 2024→Apr 2025) |
MUR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.94 | $0.71 | +32.4% | $787.1M | 16 |
| Next quarter (ends Dec 2026) | $1.45 | $0.83 | +73.9% | $895.0M | 15 |
| Current fiscal year (ends Dec 2026) | $4.11 | $3.44 | +19.4% | $3.34B | 16 |
| Next fiscal year (ends Dec 2027) | $3.81 | $3.05 | +24.7% | $3.31B | 15 |
MUR options: expected move
Options price a move of about ±11.2% (±$4.72) by Nov 20, 2026, which includes earnings on Nov 4, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 48.7% | ±11.2% |
| Dec 18, 2026 | 56 | 47.4% | ±14.9% |
| Jan 15, 2027 | 84 | 45.0% | ±15.7% |
| Apr 16, 2027 | 175 | 45.2% | ±24.5% |
| May 21, 2027 | 210 | 45.1% | ±26.8% |
| Jun 17, 2027 | 237 | 44.2% | ±27.7% |
| Aug 20, 2027 | 301 | 47.8% | ±33.4% |
30-day implied volatility 46.6% vs 38.9% realized over the last 30 trading days. Put/call ratio (volume) 0.06. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:24 UTC)
| Price | USD 42.37 |
|---|---|
| Change | ▼ 1.37% (down) |
| Previous Close | USD 42.96 |
| Open | USD 43.75 |
| Day Range | USD 41.16 – 43.75 |
| 52-Week Range | USD 26.49 – 43.75 |
| Volume | 1,783,075 shares |
| Market Cap | $6.07B |
| Exchange | NYQ |
Technical Analysis (MUR)
Nexqual's technical model rates MUR "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:24 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 67.28 (neutral) |
| vs SMA50 | Above (USD 37.73) |
| MACD | 1.43 (positive) |
Analyst Ratings (MUR)
Wall Street analysts rate MUR "Hold" based on 17 analysts, with a mean price target of USD 41.93 (range USD 34–54), per Nexqual as of October 23, 2026 at 09:24 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 17 |
| Mean Target | USD 41.93 |
| High Target | USD 54 |
| Low Target | USD 34 |
| Buy / Hold / Sell | 3 / 12 / 2 |
Earnings (MUR)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.94 |
| Revenue Estimate | $787.11M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.55 vs est 1.58 ▼ miss |
| 2026-03-31 | USD 0.32 vs est 0.31 ▲ beat |
| 2025-12-31 | USD 0.14 vs est -0.03 ▲ beat |
| 2025-09-30 | USD 0.41 vs est 0.18 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financials & Fundamentals (MUR)
| Total Revenue | $2.99B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +35.60% |
| Gross Margin | +82.67% |
| Operating Margin | +37.93% |
| Profit Margin | +9.83% |
| ROE | +6.46% |
| Debt / Equity | 0.42 |
| Current Ratio | 0.85 |
| Total Cash | $483.88M |
| Total Debt | $2.26B |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financial Health Score (MUR)
Nexqual rates Murphy Oil Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:24 UTC.
| Growth | Critical — Revenue -10% YoY (annual), sharp decline |
|---|---|
| Profitability | Strong — Gross margin 83%, operating 38% (last 12 months) |
| Balance Sheet | Mixed — $484M cash and investments vs $1.55B debt (Jun 2026, SEC) |
| Cash Flow | Solid — Operating cash flow $1.42B (FY ended Dec 2021, 10-K) |
| Efficiency | Mixed — ROE 6%, ROA 3.3% |
Ownership (MUR)
| Insider Ownership | +5.69% |
|---|---|
| Institutional Ownership | +92.44% |
| Shares Outstanding | 143.35M |
| Float | 135.58M |
| Short % of Float | +10.21% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Leadership (MUR)
Murphy Oil Corporation is led by Eric M. Hambly, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:24 UTC.
| President, CEO & Director | Eric M. Hambly |
|---|---|
| Executive VP & CFO | Thomas J. Mireles |
| Senior Vice President of Human Resources, Administration & Communications | Maria A. Martinez |
| Senior Vice President of Business Development | Daniel R. Hanchera |
| Senior Vice President of Exploration and Subsurface | Christopher C. Olson |
Major Backers & Investors (MUR)
Notable institutional backers of Murphy Oil Corporation include American Century Companies Inc, Charles Schwab Investment Management, Inc., Charles Schwab, according to Nexqual as of October 23, 2026 at 09:24 UTC.
Active Investors
| Investor | Stake |
|---|---|
| American Century Companies Inc | 5.1% |
| Charles Schwab Investment Management, Inc. | 3.57% |
| Charles Schwab | 2.24% |
| Earnest Partners LLC | 2.01% |
| FMR, LLC | 1.93% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 13.42% |
| Vanguard Group | 9.68% |
| Dimensional Fund Advisors | 5.85% |
| State Street | 5.1% |
| Geode Capital | 3.05% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MGY | Magnolia Oil & Gas Corporation | USD 25.27 | ▼ 0.63% |
| CNX | CNX Resources Corporation | USD 35.73 | ▲ 1.62% |
| MTDR | Matador Resources Company | USD 56.79 | ▼ 1.66% |
| CRGY | Crescent Energy Company | USD 13.33 | ▼ 1.26% |
| VIST | Vista Energy S.A.B. de C.V. | USD 70.61 | ▼ 1.16% |
| CRC | California Resources Corporatio | USD 52.96 | ▼ 1.08% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:24 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt