FMP

FMP

Murphy Oil Corporation's Financial Performance and UBS Rating

  • UBS maintains a Neutral rating on Murphy Oil Corporation (NYSE:MUR), adjusting the price target from $31 to $30.
  • Murphy Oil reported quarterly earnings of $0.14 per share, significantly beating the Zacks Consensus Estimate.
  • The company's revenue for the quarter was $624.56 million, aligning with estimates but showing a slight decrease year-over-year.

Murphy Oil Corporation (NYSE:MUR) is a prominent player in the oil and gas exploration and production sector in the United States. The company is known for its operations in both onshore and offshore locations. Murphy Oil competes with other industry giants in the Zacks Oil and Gas - Exploration and Production - United States industry.

On February 2, 2026, UBS maintained a Neutral rating for Murphy Oil, advising investors to hold their positions. At the time, the stock was priced at $30.09. UBS also adjusted its price target for MUR, lowering it from $31 to $30. This decision comes amid a backdrop of fluctuating stock prices, with MUR experiencing a 3.19% decrease, dropping $0.99.

Murphy Oil's recent Q4 2025 earnings call provided valuable insights into its financial performance. The company reported quarterly earnings of $0.14 per share, significantly surpassing the Zacks Consensus Estimate, which anticipated a loss of $0.07 per share. This earnings surprise of +304.08% highlights the company's ability to exceed expectations consistently.

Despite the positive earnings surprise, Murphy Oil's revenue for the quarter was $624.56 million, aligning with the Zacks Consensus Estimate but showing a slight decrease from the $670.96 million reported a year ago. The company has surpassed consensus revenue estimates three times in the last four quarters, demonstrating resilience in a challenging market.

Murphy Oil's stock has seen fluctuations, with a 52-week high of $35.19 and a low of $18.95. The company's market capitalization is approximately $4.3 billion, and the trading volume today is 4,495,706 shares. As the company moves forward, it has provided guidance on capital expenditure and production for 2026, offering investors a glimpse into its strategic direction.