Pulling SEC filings + quote and writing the call…

MURPHY OIL CORP
Next earnings Aug 4, 2026 (before open) · consensus $1.36 EPS, $861M rev
Last earnings -6.6% on 2026-05-06
Oil & gas producer's earnings cratered with commodity prices; sound balance sheet and dividend, but a low-return, cycle-dependent hold.
Revenue (FY2025) $2.69B · FY2025
Middling fundamentals and a rich price (~85% above fair value) leave little margin of safety — a wait-and-see.
Murphy Oil is a global oil and gas exploration & production company whose FY2025 results were hit hard by the weaker commodity cycle. Net income fell 74.4% to $104M, operating income dropped 50.0% to $301M, and EPS collapsed 73.3% to $0.72 as revenue declined 10.9% to $2.69B on lower realized prices. The earnings trajectory is starkly cyclical — from a -$73.7M loss (FY2021) to $965M (FY2022) and now back down to $104M (FY2025) — leaving ROE at a meager 2.0% and net margin at 3.9% in this trough year.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.80B | $4.22B | $3.45B | $3.02B | $2.69B |
| Gross profit | — | — | — | — | — |
| Operating income | $281M | $1.59B | $1.04B | $603M | $301M |
| Net income | -$73.7M | $965M | $662M | $407M | $104M |
| Diluted EPS | -$0.48 | $6.13 | $4.22 | $2.70 | $0.72 |
| Net margin | -2.6% | 22.9% | 19.2% | 13.5% | 3.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0000717423, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 9:01:06 PM.
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| 2026-03-11 | Hanchera Daniel R Senior Vice President | Sell | 47.3K @ $33.79 | $1.60M |
| 2026-03-03 | Martinez Maria A Senior Vice President | Sell | 8.61K @ $34.93 | $301K |
| 2026-02-11 | MURPHY ROBERT MADISON Director | Gift | 43.1K | |
| 2026-02-09 | MURPHY ROBERT MADISON Director | Gift | 4.34K | |
| 2026-02-09 | MURPHY ROBERT MADISON Director | Gift | 2.90K | |
| 2026-02-05 | Tudor Robert B III Director | Exercise | 7.89K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1042 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.