MUR

MURPHY OIL CORP

NYSE · Crude Petroleum & Natural Gas · Inc. DE · CIK 0000717423
$35.27 -1.20% $4.9B
Insider Selling Cluster (2 insiders)19 New Institutional Positions9 Institutional Exits
Vol
Market Cap$4.9B
Cap SizeMid Cap
Analyst ConsensusSell (8%)
Inst. Holders50 funds
Inst. Value$3.7B
Inst. Activity19 buys / 9 sells
Insider Activity0B / 2S
Insider Net $-$1.9M
Reddit Sentiment55° Neutral
SEC Reports2
Congressional1 trades
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. DE·CIK 0000717423·Prev Close $35.70

Recent Activity

Jun 18, 2026 short_volume
Short Volume: MUR — 62.4% short (0.3M / 0.5M)
Short: 333,788 | Exempt: 14 | TRF Vol: 534,561 | Short Ratio: 62.4% | Off-exchange volume (dark pool
Jun 11, 2026 SEC
Murphy Oil Corp filed an 8-K announcing that EVP, General Counsel and Corporate Secretary E. Ted Botner is retiring effe
8-K — Impact 2/10
May 6, 2026 SEC
Murphy Oil Q1 2026 adjusted EPS of $0.32 beat the $0.31 consensus by 3.2%, and revenue of $732M exceeded the $715M estim
8-K — Impact 5/10
Mar 31, 2026 Insider
DEMING CLAIBORNE P was granted 455 shares
Director
Mar 31, 2026 Insider
Earley Michelle A was granted 28 shares
Director
Mar 31, 2026 Insider
Nolan Jeffrey W was granted 667 shares
Director
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — DOUBLED
3,310,884 shares ($136.6M)
Inst.
FMR LLC — TRIM
3,220,385 shares ($132.8M)

Price Targets

$44.40 +29.5% upside Strong Buy
Current $34.29 Low $36.00 Median $44.00 High $70.00 15 analysts
$36.00 $70.00

Analyst Ratings

Strong Sell8% buy · 24 analysts
0Strong Buy
2Buy
15Hold
6Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 4, 2026 Keybanc UPGRADE Sector Weight → Overweight
May 27, 2026 Mizuho MAINTAIN Neutral → Neutral
May 26, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 7, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Apr 15, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.32 ▼ -1.2% $0.65 — $1.87 389% YoY 13
Next Q $1.14 ▲ +2.4% $0.48 — $1.47 179% YoY 13
Current FY $3.85 ▼ -1.2% $2.00 — $5.20 181% YoY 15
Next FY $3.49 ▼ -7.3% $2.36 — $5.70 -9% YoY 15

Top Institutional Holders

FundValueMove
BlackRock, Inc.$752.2M
DIMENSIONAL FUND ADVISORS LP$337.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$312.5M
STATE STREET CORP$304.4M
VANGUARD CAPITAL MANAGEMENT LLC$250.3M

Recent Insider Trades

DateInsiderTypeValue
Mar 31, 2026DEMING CLAIBORNEA$0.00
Mar 31, 2026Earley MichelleA$0.00
Mar 31, 2026Nolan JeffreyA$0.00
Mar 11, 2026Hanchera DanielSELL$1.6M
Mar 3, 2026Martinez MariaSELL$300.6K

Reddit Sentiment

55°
Neutral
Bearish Neutral Bullish
6 mentions 1 bullish 0 bearish

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Michael McCaulRSELL$50,001 - $100,000
50 institutional holders with $3.7B total value (90,478,479 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 19 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.18,235,931$752.2M20.2%
2DIMENSIONAL FUND ADVISORS LP8,171,385$337.1M9.0%
3VANGUARD PORTFOLIO MANAGEMENT LLC7,575,999$312.5M8.4%
4STATE STREET CORP7,379,150$304.4M8.2%
5VANGUARD CAPITAL MANAGEMENT LLC6,067,250$250.3M6.7%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,656,856$192.1M5.2%
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP3,310,884$136.6M3.7%DOUBLED +105.6%
8FMR LLC3,220,385$132.8M3.6%TRIM -66.5%
9EARNEST PARTNERS LLC2,911,368$120.1M3.2%
10HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2,722,979$112.3M3.0%TRIM -44.9%
11Invesco Ltd.2,623,433$108.2M2.9%DOUBLED +326.5%
12VICTORY CAPITAL MANAGEMENT INC1,993,985$82.3M2.2%
13MORGAN STANLEY1,850,142$76.3M2.0%
14BANK OF AMERICA CORP /DE/1,836,056$75.7M2.0%
15VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.1,582,227$65.3M1.7%
16Allianz Asset Management GmbH1,493,790$61.6M1.7%ADD +62.9%
17GOLDMAN SACHS GROUP INC1,474,848$60.8M1.6%
18FULLER & THALER ASSET MANAGEMENT, INC.1,358,795$56.1M1.5%NEW
19FIRST TRUST ADVISORS LP942,927$38.9M1.0%
20VANGUARD FIDUCIARY TRUST CO872,528$36.0M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED1,610,3863,310,884+105.6%$136.6M2026-Q1
FMR LLCTRIM9,613,3923,220,385-66.5%$132.8M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM4,941,1522,722,979-44.9%$112.3M2026-Q1
Invesco Ltd.DOUBLED615,1402,623,433+326.5%$108.2M2026-Q1
Allianz Asset Management GmbHADD916,7591,493,790+62.9%$61.6M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.NEW1,358,795$56.1M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW469,750$19.4M2026-Q1
FRANKLIN RESOURCES INCDOUBLED75,635435,252+475.5%$18.0M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEW310,688$12.8M2026-Q1
Rafferty Asset Management, LLCADD137,920207,073+50.1%$8.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED16,379119,206+627.8%$4.9M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD71,209102,935+44.6%$4.2M2026-Q1
CI INVESTMENTS INC.DOUBLED31,29781,513+160.4%$3.4M2026-Q1
PEAK6 LLCTRIM93,13061,691-33.8%$2.5M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM83,15443,869-47.2%$1.8M2026-Q1
M&T BANK CORPDOUBLED5,38823,622+338.4%$974.4K2026-Q1
&PARTNERSADD13,50418,551+37.4%$765.2K2026-Q1
Gotham Asset Management, LLCTRIM61,95716,531-73.3%$681.9K2026-Q1
Neuberger Berman Group LLCTRIM23,5939,993-57.6%$412.2K2026-Q1
STRS OHIOADD7,1009,500+33.8%$391.9K2026-Q1
Swiss Life Asset Management LtdADD6,6498,858+33.2%$365.4K2026-Q1
Rockefeller Capital Management L.P.DOUBLED1,2622,594+105.5%$107.0K2026-Q1
Horizon Investments, LLCDOUBLED3261,150+252.8%$47.4K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED5171,127+118.0%$46.5K2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.TRIM1,666861-48.3%$35.5K2026-Q1
15 unique insiders with 50 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 31, 2026DEMING CLAIBORNE PDirectorAWARD455
Mar 31, 2026Earley Michelle ADirectorAWARD28
Mar 31, 2026Nolan Jeffrey WDirectorAWARD667
Mar 11, 2026Hanchera Daniel RSenior Vice PresidentSELL47,320$33.79$1.6M
Mar 3, 2026Martinez Maria ASenior Vice PresidentSELL8,608$34.93$300.6K
Feb 11, 2026MURPHY ROBERT MADISONDirectorGIFT43,148
Feb 9, 2026MURPHY ROBERT MADISONDirectorGIFT4,345
Feb 5, 2026Tudor Robert B IIIDirectorEXERCISE7,886
Feb 5, 2026Tudor Robert B IIIDirectorEXERCISE7,497
Feb 5, 2026RYAN ROBERT N JRDirectorEXERCISE7,886
Feb 5, 2026RYAN ROBERT N JRDirectorEXERCISE7,497
Feb 5, 2026Keller Elisabeth WDirectorEXERCISE7,497
Feb 5, 2026Keller Elisabeth WDirectorEXERCISE7,886
Feb 5, 2026MURPHY ROBERT MADISONDirectorEXERCISE7,886
Feb 5, 2026MURPHY ROBERT MADISONDirectorEXERCISE7,497
Feb 5, 2026DICKERSON LAWRENCE RDirectorEXERCISE7,886
Feb 5, 2026DICKERSON LAWRENCE RDirectorEXERCISE7,497
Feb 4, 2026Tudor Robert B IIIDirectorAWARD6,316
Feb 4, 2026Earley Michelle ADirectorAWARD6,316
Feb 4, 2026RYAN ROBERT N JRDirectorAWARD6,316
Feb 4, 2026DEMING CLAIBORNE PDirectorAWARD6,316
Feb 4, 2026Keller Elisabeth WDirectorAWARD6,316
Feb 4, 2026MURPHY ROBERT MADISONDirectorAWARD6,316
Feb 4, 2026DICKERSON LAWRENCE RDirectorAWARD6,316
Feb 4, 2026SUGG LAURA ADirectorAWARD6,316
Feb 4, 2026Nolan Jeffrey WDirectorAWARD6,316
Feb 3, 2026Vaughan Paul D.Vice President & ControllerEXERCISE4,955
Feb 3, 2026Vaughan Paul D.Vice President & ControllerTAX W/H1,995$30.05$59.9K
Feb 3, 2026Vaughan Paul D.Vice President & ControllerEXERCISE5,550
Feb 3, 2026Vaughan Paul D.Vice President & ControllerAWARD9,150
Feb 3, 2026Vaughan Paul D.Vice President & ControllerAWARD9,150
Feb 3, 2026BOTNER E TEDEVP General Counsel & Corp SecEXERCISE16,093
Feb 3, 2026BOTNER E TEDEVP General Counsel & Corp SecTAX W/H6,333$30.05$190.3K
Feb 3, 2026BOTNER E TEDEVP General Counsel & Corp SecEXERCISE18,030
Feb 3, 2026BOTNER E TEDEVP General Counsel & Corp SecAWARD24,630
Feb 3, 2026BOTNER E TEDEVP General Counsel & Corp SecAWARD36,940
Feb 3, 2026Hambly Eric MPresident & CEOEXERCISE35,589
Feb 3, 2026Hambly Eric MPresident & CEOTAX W/H14,005$30.05$420.8K
Feb 3, 2026Hambly Eric MPresident & CEOEXERCISE39,860
Feb 3, 2026Hambly Eric MPresident & CEOAWARD77,210
Feb 3, 2026Hambly Eric MPresident & CEOAWARD115,820
Feb 3, 2026Hanchera Daniel RSenior Vice PresidentEXERCISE9,899
Feb 3, 2026Hanchera Daniel RSenior Vice PresidentTAX W/H2,411$30.05$72.4K
Feb 3, 2026Hanchera Daniel RSenior Vice PresidentEXERCISE11,090
Feb 3, 2026Hanchera Daniel RSenior Vice PresidentAWARD14,980
Feb 3, 2026Hanchera Daniel RSenior Vice PresidentAWARD14,980
Feb 3, 2026MIRELES THOMAS JExecutive Vice President & CFOEXERCISE35,589
Feb 3, 2026MIRELES THOMAS JExecutive Vice President & CFOTAX W/H14,005$30.05$420.8K
Feb 3, 2026MIRELES THOMAS JExecutive Vice President & CFOEXERCISE39,860
Feb 3, 2026MIRELES THOMAS JExecutive Vice President & CFOAWARD36,610

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (8% buy). Based on 24 analysts: 0 strong buy, 2 buy, 15 hold, 6 sell, 1 strong sell.

Analyst Price Targets

$44.40 mean target +29.5% upside Strong Buy (2.81)
$36.00 Low $70.00 High
MetricValue
Current Price$34.29
Target Low$36.00
Target Mean$44.40
Target Median$44.00
Target High$70.00
# Analysts15
RecommendationStrong Buy (2.81)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.32 $0.65 $1.87 389.0% -1.2% 6↑ 7↓ $0.9B 27.1% 13
Next Q
2026-09-30
$1.14 $0.48 $1.47 178.7% +2.4% 5↑ 8↓ $0.8B 10.9% 13
Current FY
2026-12-31
$3.85 $2.00 $5.20 180.9% -1.2% 3↑ 12↓ $3.3B 20.4% 15
Next FY
2027-12-31
$3.49 $2.36 $5.70 -9.2% -7.3% 6↑ 9↓ $3.1B -4.2% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.320
7d ago$1.306+0.015
30d ago$1.336-0.015
60d ago$1.185+0.135
90d ago$0.262+1.058
10 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 4, 2026 Keybanc UPGRADE Sector Weight Overweight
May 27, 2026 Mizuho MAINTAIN Neutral Neutral
May 26, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 7, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 15, 2026 UBS MAINTAIN Neutral Neutral
Mar 26, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 25, 2026 Johnson Rice UPGRADE Hold Accumulate
Mar 17, 2026 Mizuho MAINTAIN Neutral Neutral
Mar 13, 2026 Barclays UPGRADE Underweight Equal-Weight
Mar 12, 2026 Piper Sandler UPGRADE Neutral Overweight
Mar 11, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Mar 5, 2026 Piper Sandler MAINTAIN Neutral Neutral
Mar 5, 2026 UBS MAINTAIN Neutral Neutral
Feb 11, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Feb 3, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Feb 2, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jan 30, 2026 Barclays MAINTAIN Underweight Underweight
Jan 27, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 23, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Jan 22, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Jan 21, 2026 Barclays MAINTAIN Underweight Underweight
Jan 15, 2026 Mizuho MAINTAIN Neutral Neutral
Jan 7, 2026 Barclays MAINTAIN Underweight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260215618%
May 1, 20260216618%
Apr 1, 202615152026%
Mar 1, 20260117714%
Feb 1, 20260117714%
Jan 1, 20260117714%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 20, 2026Michael McCaulRHOUSESELL$50,001 - $100,000Murphy Oil CorpMar 12, 2026 (21d)
55°
Neutral
Bearish Neutral Bullish
6 mentions 1 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 7, 2026258° Warm102
May 7, 2026150° Neutral001
Apr 5, 2026256° Neutral002
Apr 5, 2026156° Neutral001

Recent Reddit Threads

r/wallstreetbets Bullish 1mo ago
Energy stocks when explosions are reported in Bandar Abbas
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
My portfolio when explosions are reported in Bandar Abbas
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
Oil chads absolutely railed nat gas virgins YTD - Who’s running next?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
Oil chads absolutely railed nat gas virgins YTD - Who’s running next?
▲ 1 💬 1 ⚡ 0.5
Jun 18, 2026
short_volume
Short Volume: MUR — 62.4% short (0.3M / 0.5M)
Short: 333,788 | Exempt: 14 | TRF Vol: 534,561 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Jun 16, 2026
short_volume
Short Volume: MUR — 61.0% short (0.3M / 0.5M)
Short: 321,700 | Exempt: 213 | TRF Vol: 527,179 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Jun 15, 2026
short_volume
Short Volume: MUR — 64.1% short (0.4M / 0.6M)
Short: 353,891 | Exempt: 1,709 | TRF Vol: 551,895 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: MUR — 61.2% short (0.4M / 0.6M)
Short: 378,866 | Exempt: 6,213 | TRF Vol: 618,788 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: MUR — 74.9% short (0.5M / 0.7M)
Short: 522,135 | Exempt: 244 | TRF Vol: 697,366 | Short Ratio: 74.9% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: MUR — 70.6% short (0.5M / 0.7M)
Short: 493,631 | Exempt: 10 | TRF Vol: 699,210 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: MUR — 71.1% short (0.4M / 0.6M)
Short: 422,344 | Exempt: 197 | TRF Vol: 594,000 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: MUR — 68.0% short (0.6M / 1.0M)
Short: 649,009 | Exempt: 15 | TRF Vol: 954,670 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: MUR — 72.6% short (0.4M / 0.6M)
Short: 421,477 | Exempt: 0 | TRF Vol: 580,558 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: MUR — 80.6% short (0.5M / 0.6M)
Short: 521,977 | Exempt: 32 | TRF Vol: 647,286 | Short Ratio: 80.6% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: MUR — 62.0% short (0.3M / 0.5M)
Short: 336,767 | Exempt: 10 | TRF Vol: 542,948 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 22, 2026
ftd
FTD: MUR — 78,699 shares ($3.0M) failed to deliver
Settlement: 20260522, Price: $37.77, FTD Value: $2,972,461.23, MURPHY OIL CORPORATION
May 21, 2026
short_volume
Short Volume: MUR — 66.0% short (0.5M / 0.7M)
Short: 471,031 | Exempt: 33 | TRF Vol: 713,193 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: MUR — 75.7% short (0.4M / 0.5M)
Short: 408,051 | Exempt: 37 | TRF Vol: 538,949 | Short Ratio: 75.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: MUR — 75.4% short (0.5M / 0.6M)
Short: 468,049 | Exempt: 254 | TRF Vol: 620,673 | Short Ratio: 75.4% | Off-exchange volume (dark pool + OTC)