Murphy Oil (MUR) is up 3.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move looks primarily tied to a broad rally in upstream energy names as crude prices stayed elevated, with markets continuing to price in a sizable geopolitical risk premium tied to Middle East supply and shipping disruptions. With Murphy Oil’s cash flows closely linked to oil prices, the stock often amplifies day-to-day moves in crude.
Details:
Sources:
AP News, Axios, YCharts, Murphy Oil Investor Relations
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$MUR Insider Trading Activity
$MUR insiders have traded $MUR stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $MUR stock by insiders over the last 6 months:
- DANIEL R HANCHERA (Senior Vice President) sold 47,320 shares for an estimated $1,598,923
- MARIA A MARTINEZ (Senior Vice President) sold 8,608 shares for an estimated $300,649
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MUR Hedge Fund Activity
We have seen 170 institutional investors add shares of $MUR stock to their portfolio, and 231 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 6,263,458 shares (+187.0%) to their portfolio in Q4 2025, for an estimated $195,733,062
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 2,859,950 shares (-64.0%) from their portfolio in Q4 2025, for an estimated $89,373,437
- UBS GROUP AG removed 1,573,917 shares (-54.9%) from their portfolio in Q4 2025, for an estimated $49,184,906
- SIR CAPITAL MANAGEMENT, L.P. removed 1,005,485 shares (-92.5%) from their portfolio in Q4 2025, for an estimated $31,421,406
- LSV ASSET MANAGEMENT removed 889,589 shares (-25.7%) from their portfolio in Q4 2025, for an estimated $27,799,656
- PACER ADVISORS, INC. removed 816,488 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $25,515,250
- AQR CAPITAL MANAGEMENT LLC removed 806,368 shares (-30.4%) from their portfolio in Q4 2025, for an estimated $25,199,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MUR 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 01/30/2026
- Morgan Stanley issued a "Underweight" rating on 10/14/2025
To track analyst ratings and price targets for $MUR, check out Quiver Quantitative's $MUR forecast page.
$MUR Price Targets
Multiple analysts have issued price targets for $MUR recently. We have seen 11 analysts offer price targets for $MUR in the last 6 months, with a median target of $32.0.
Here are some recent targets:
- Mark Lear from Piper Sandler set a target price of $41.0 on 03/12/2026
- Neil Mehta from Goldman Sachs set a target price of $33.0 on 03/11/2026
- Josh Silverstein from UBS set a target price of $34.0 on 03/05/2026
- Phillip Jungwirth from BMO Capital set a target price of $35.0 on 02/03/2026
- Betty Jiang from Barclays set a target price of $29.0 on 01/30/2026
- 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
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
