Murphy Oil Q4 adjusted EBITDA misses analyst estimates

Murphy Oil

28/01/2026 21:57

Overview

Oil and gas producer's Q4 total production averaged 181,431 MBOEPD

Adjusted EBITDA for Q4 missed analyst expectations

Company's Q4 CAPEX was $341 mln, below co's guidance due to timing of activities

Outlook

Murphy Oil projects 2026 CAPEX between $1.2 bln and $1.3 bln

Company expects 2026 total production to decrease to 171 MBOEPD

Result Drivers

COST MANAGEMENT - The company achieved a 20% reduction in lease operating expenses per barrel of oil equivalent in 2025, contributing to improved financial performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Income
$11.9 mln
Q4 Adjusted EBITDA
Miss
$298.1 mln
$336.2 mln (10 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 15 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the oil & gas exploration and production peer group is "buy."

Wall Street's median 12-month price target for Murphy Oil Corp is $30.00, about 4.5% below its January 28 closing price of $31.42

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBw3qCDMJa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)