MUR

MURPHY OIL CORP

NYSE · Crude Petroleum & Natural Gas · Inc. DE · CIK 0000717423
$38.63 -3.45% $5.7B
Insider Selling Cluster (2 insiders)
Vol
Market Cap$5.7B
Cap SizeMid Cap
Analyst ConsensusSell (8%)
Inst. Holders8 funds
Inst. Value$1.1B
Inst. Activity1 buys / 0 sells
Insider Activity0B / 2S
Insider Net $-$1.9M
Reddit Sentiment55° Neutral
SEC Reports1
Congressional1 trades
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. DE·CIK 0000717423·Prev Close $40.01

Recent Activity

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 poo
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 sold 455 shares
Director @ $0.00 ($0.00)
Mar 31, 2026 Insider
Earley Michelle A sold 28 shares
Director @ $0.00 ($0.00)
Mar 31, 2026 Insider
Nolan Jeffrey W sold 667 shares
Director @ $0.00 ($0.00)
Inst.
FMR LLC — DOUBLED
9,613,392 shares ($300.4M)
Inst.
FMR LLC — DOUBLED
3,349,934 shares ($95.2M)
Feb 20, 2026 Congress
Michael McCaul sell
$50,001 - $100,000 — House

Price Targets

$44.40 +14.9% upside Buy
Current $38.63 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
VANGUARD GROUP INC$451.1M
FMR LLC$300.4MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$174.1MDOUBLED
MORGAN STANLEY$64.6MADD
BANK OF AMERICA CORP$55.5MADD

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
8 institutional holders with $1.1B total value (34,047,539 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 1 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC14,435,419$451.1M42.4%
2FMR LLC9,613,392$300.4M28.2%DOUBLED +187.0%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,572,610$174.1M16.4%DOUBLED +210.8%
4MORGAN STANLEY2,067,537$64.6M6.1%ADD +86.2%
5BANK OF AMERICA CORP /DE/1,775,866$55.5M5.2%ADD +33.3%
6WELLS FARGO & COMPANY/MN512,415$16.0M1.5%
7RENAISSANCE TECHNOLOGIES LLC52,237$1.6M0.2%NEAR_EXIT -84.3%
8TWO SIGMA INVESTMENTS, LP18,063$564.5K0.1%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED3,349,9349,613,392+187.0%$300.4M2025-Q4
FMR LLCDOUBLED1,171,3333,349,934+186.0%$95.2M2025-Q3
BANK OF AMERICA CORP /DE/ADD1,542,3002,056,427+33.3%$58.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT284,30944,600-84.3%$1.3M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW18,063$513.2K2025-Q3
UBS Group AGDOUBLED616,2093,679,636+497.1%$82.8M2025-Q2
MORGAN STANLEYADD1,217,1812,266,525+86.2%$51.0M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED1,805,2015,610,766+210.8%$159.3M2025-Q1
FMR LLCADD635,3761,001,655+57.6%$28.4M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED108,100287,400+165.9%$8.2M2025-Q1
UBS Group AGADD331,807644,788+94.3%$19.5M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD62,100108,100+74.1%$3.3M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,817,941$61.3M2024-Q3
15 unique insiders with 2 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 31, 2026DEMING CLAIBORNE PDirectorA455$0.00$0.00
Mar 31, 2026Earley Michelle ADirectorA28$0.00$0.00
Mar 31, 2026Nolan Jeffrey WDirectorA667$0.00$0.00
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 MADISONDirectorG43,148$0.00$0.00
Feb 9, 2026MURPHY ROBERT MADISONDirectorG4,345$0.00$0.00
Feb 5, 2026Tudor Robert B IIIDirectorM7,886$0.00$0.00
Feb 5, 2026Tudor Robert B IIIDirectorM7,497$0.00$0.00
Feb 5, 2026RYAN ROBERT N JRDirectorM7,886$0.00$0.00
Feb 5, 2026RYAN ROBERT N JRDirectorM7,497$0.00$0.00
Feb 5, 2026Keller Elisabeth WDirectorM7,497$0.00$0.00
Feb 5, 2026Keller Elisabeth WDirectorM7,886$0.00$0.00
Feb 5, 2026MURPHY ROBERT MADISONDirectorM7,886$0.00$0.00
Feb 5, 2026MURPHY ROBERT MADISONDirectorM7,497$0.00$0.00
Feb 5, 2026DICKERSON LAWRENCE RDirectorM7,886$0.00$0.00
Feb 5, 2026DICKERSON LAWRENCE RDirectorM7,497$0.00$0.00
Feb 4, 2026Tudor Robert B IIIDirectorA6,316$0.00$0.00
Feb 4, 2026Earley Michelle ADirectorA6,316$0.00$0.00
Feb 4, 2026RYAN ROBERT N JRDirectorA6,316$0.00$0.00
Feb 4, 2026DEMING CLAIBORNE PDirectorA6,316$0.00$0.00
Feb 4, 2026Keller Elisabeth WDirectorA6,316$0.00$0.00
Feb 4, 2026MURPHY ROBERT MADISONDirectorA6,316$0.00$0.00
Feb 4, 2026DICKERSON LAWRENCE RDirectorA6,316$0.00$0.00
Feb 4, 2026SUGG LAURA ADirectorA6,316$0.00$0.00
Feb 4, 2026Nolan Jeffrey WDirectorA6,316$0.00$0.00
Feb 3, 2026Vaughan Paul D.Vice President & ControllerM4,955$0.00$0.00
Feb 3, 2026Vaughan Paul D.Vice President & ControllerF1,995$30.05$59.9K
Feb 3, 2026Vaughan Paul D.Vice President & ControllerM5,550$0.00$0.00
Feb 3, 2026Vaughan Paul D.Vice President & ControllerA9,150$0.00$0.00
Feb 3, 2026Vaughan Paul D.Vice President & ControllerA9,150$0.00$0.00
Feb 3, 2026BOTNER E TEDEVP General Counsel & Corp SecM16,093$0.00$0.00
Feb 3, 2026BOTNER E TEDEVP General Counsel & Corp SecF6,333$30.05$190.3K
Feb 3, 2026BOTNER E TEDEVP General Counsel & Corp SecM18,030$0.00$0.00
Feb 3, 2026BOTNER E TEDEVP General Counsel & Corp SecA24,630$0.00$0.00
Feb 3, 2026BOTNER E TEDEVP General Counsel & Corp SecA36,940$0.00$0.00
Feb 3, 2026Hambly Eric MPresident & CEOM35,589$0.00$0.00
Feb 3, 2026Hambly Eric MPresident & CEOF14,005$30.05$420.8K
Feb 3, 2026Hambly Eric MPresident & CEOM39,860$0.00$0.00
Feb 3, 2026Hambly Eric MPresident & CEOA77,210$0.00$0.00
Feb 3, 2026Hambly Eric MPresident & CEOA115,820$0.00$0.00
Feb 3, 2026Hanchera Daniel RSenior Vice PresidentM9,899$0.00$0.00
Feb 3, 2026Hanchera Daniel RSenior Vice PresidentF2,411$30.05$72.4K
Feb 3, 2026Hanchera Daniel RSenior Vice PresidentM11,090$0.00$0.00
Feb 3, 2026Hanchera Daniel RSenior Vice PresidentA14,980$0.00$0.00
Feb 3, 2026Hanchera Daniel RSenior Vice PresidentA14,980$0.00$0.00
Feb 3, 2026MIRELES THOMAS JExecutive Vice President & CFOM35,589$0.00$0.00
Feb 3, 2026MIRELES THOMAS JExecutive Vice President & CFOF14,005$30.05$420.8K
Feb 3, 2026MIRELES THOMAS JExecutive Vice President & CFOM39,860$0.00$0.00
Feb 3, 2026MIRELES THOMAS JExecutive Vice President & CFOA36,610$0.00$0.00
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 5.0/10.

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 +14.9% upside Buy (2.81)
$36.00 Low $70.00 High
MetricValue
Current Price$38.63
Target Low$36.00
Target Mean$44.40
Target Median$44.00
Target High$70.00
# Analysts15
RecommendationBuy (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
Dec 12, 2025 UBS MAINTAIN Neutral Neutral
Dec 12, 2025 Mizuho MAINTAIN Neutral Neutral

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 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 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)
May 13, 2026
short_volume
Short Volume: MUR — 65.7% short (0.3M / 0.5M)
Short: 333,747 | Exempt: 11 | TRF Vol: 507,623 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: MUR — 70.7% short (0.7M / 0.9M)
Short: 658,050 | Exempt: 3 | TRF Vol: 931,335 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: MUR — 75.6% short (1.0M / 1.3M)
Short: 952,600 | Exempt: 117 | TRF Vol: 1,260,235 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
MUR Q1 2026 Earnings Before Market Open — 2026-05-06
May 5, 2026
short_volume
Short Volume: MUR — 73.7% short (0.4M / 0.6M)
Short: 424,325 | Exempt: 0 | TRF Vol: 575,946 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)