Murphy Oil Corporation (MUR) Releases Q4 2025 Earnings: Revenue Miss, EPS Beats Estimate; Net Income Falls Sharply

Murphy Oil Corporation (MUR) reported fourth-quarter 2025 results. Total revenue was $613.1 million (down 8.44% year‑over‑year) and fell short of the consensus estimate of $639.7 million.

Total gross profit: $396.7 million (up 2.28% year‑over‑year)

Operating profit: $59.3 million (down 29.19% year‑over‑year)

Net income attributable to common shareholders: $11.9 million (down 76.38% year‑over‑year)

Diluted earnings per share: $0.08 (down 76.47% year‑over‑year)

Cash flow and balance-sheet highlights for the quarter:

Cash from operating activities: $249.6 million (down 42.42% year‑over‑year)

Capital spending (purchases of property, plant and equipment): $193.6 million (up 10.71% year‑over‑year)

Cash and cash equivalents: $377.2 million (down 10.95% year‑over‑year)

Total liabilities: $4.6 billion (up 6.25% year‑over‑year)

Context and takeaway: the company showed a modest improvement in gross profit and a substantial decline in bottom‑line profitability and operating cash flow. Earnings per share beat the estimate of -$0.03, while revenue missed the prior estimate of $639.7 million, indicating mixed execution during the quarter.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Murphy Oil Corporation Hedge Fund Activity

We have seen 179 institutional investors add shares of Murphy Oil Corporation stock to their portfolio, and 189 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CITADEL ADVISORS LLC removed 2,803,095 shares (-97.5%) from their portfolio in Q3 2025, for an estimated $79,635,928
FMR LLC added 2,178,601 shares (+186.0%) to their portfolio in Q3 2025, for an estimated $61,894,054
SIR CAPITAL MANAGEMENT, L.P. added 1,087,500 shares (+inf%) to their portfolio in Q3 2025, for an estimated $30,895,875
LIGHTHOUSE INVESTMENT PARTNERS, LLC added 850,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $24,148,500
UBS GROUP AG removed 811,199 shares (-22.0%) from their portfolio in Q3 2025, for an estimated $23,046,163
MILLENNIUM MANAGEMENT LLC removed 785,425 shares (-67.0%) from their portfolio in Q3 2025, for an estimated $22,313,924
FREESTONE GROVE PARTNERS LP added 742,558 shares (+inf%) to their portfolio in Q3 2025, for an estimated $21,096,072

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Murphy Oil Corporation Analyst Ratings

Wall Street analysts have issued reports on $MUR in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Underweight" rating on 01/21/2026
Morgan Stanley issued a "Underweight" rating on 10/14/2025

To track analyst ratings and price targets for Murphy Oil Corporation, check out Quiver Quantitative's $MUR forecast page.

Murphy Oil Corporation Price Targets

Multiple analysts have issued price targets for $MUR recently. We have seen 10 analysts offer price targets for $MUR in the last 6 months, with a median target of $30.5.

Here are some recent targets:

Hanwen Chang from Wells Fargo set a target price of $32.0 on 01/27/2026
Devin McDermott from Morgan Stanley set a target price of $25.0 on 01/23/2026
Neil Mehta from Goldman Sachs set a target price of $26.0 on 01/22/2026
Betty Jiang from Barclays set a target price of $39.0 on 01/21/2026
Nitin Kumar from Mizuho set a target price of $35.0 on 01/15/2026
Josh Silverstein from UBS set a target price of $31.0 on 12/12/2025
Mark Lear from Piper Sandler set a target price of $34.0 on 11/18/2025