MUR · Murphy Oil Corp
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $593M | second quarter 2026 | — |
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| Adjusted EBITDA attributable to Murphy (Non-GAAP) non-GAAP | $592.7M | Three months ended June 30, 2026 | — |
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| Adjusted EBITDAX attributable to Murphy (Non-GAAP) non-GAAP | $632M | Three months ended June 30, 2026 | — |
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| Adjusted free cash flow (Non-GAAP) non-GAAP | $37.8M | Three Months Ended June 30, 2026 filing | — |
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GAAP → non-GAAP reconciliationGAAP Free cash flow (Non-GAAP) $110M
-$50.1M Cash dividends paid
-$21.2M Distributions to noncontrolling interest
-$0.1M Debt costs
+$0M Withholding tax on stock-based incentive awards
-$0.8M Acquisition of oil and natural gas properties
= Adjusted free cash flow (Non-GAAP) $37.8M
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| Adjusted net income from continuing operations attributable to Murphy (Non-GAAP) non-GAAP | $225.8M | Three months ended June 30, 2026 | — |
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| Adjusted net income from continuing operations per average diluted share (Non-GAAP) non-GAAP | $1.55 | Three Months Ended June 30, 2026 filing | — |
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| Average oil production | 85,300 | second quarter 2026 | — |
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| Eagle Ford Shale oil production | 26,900 | Three months ended June 30, 2026 | — |
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| Eagle Ford Shale total production | 39,100 | Three months ended June 30, 2026 | — |
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| EBITDA attributable to Murphy (Non-GAAP) non-GAAP | $588.1M | Three Months Ended June 30, 2026 filing | — |
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GAAP → non-GAAP reconciliationGAAP Net income attributable to Murphy (GAAP) $232.2M
+$77M Income tax expense
+$24.9M Interest expense, net
+$254M Depreciation, depletion and amortization expense
= EBITDA attributable to Murphy (Non-GAAP) $588.1M
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| EBITDAX attributable to Murphy (Non-GAAP) non-GAAP | $627.4M | Three Months Ended June 30, 2026 filing | — |
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GAAP → non-GAAP reconciliationGAAP EBITDA attributable to Murphy (Non-GAAP) $588.1M
+$39.3M Exploration expenses
= EBITDAX attributable to Murphy (Non-GAAP) $627.4M
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| Free cash flow non-GAAP | $110M | second quarter 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Operating cash flow excluding working capital adjustments (Non-GAAP) 588.4M
-478.4M Less: property additions and dry hole costs
= Free cash flow 110M
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| Free cash flow (Non-GAAP) non-GAAP | $110M | Three months ended June 30, 2026 | — |
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| Gulf of America oil production | 45,400 | Three months ended June 30, 2026 | — |
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| Gulf of America total production | 57,100 | Three months ended June 30, 2026 | — |
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| Kaybob Duvernay oil production | 4,700 | Three months ended June 30, 2026 | — |
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| Kaybob Duvernay total production | 6,600 | Three months ended June 30, 2026 | — |
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| Lease operating expense from continuing operations ($/BOE) | $8.83 | Three months ended June 30, 2026 | — |
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| Oil production, net (BOPD) | 85,265 | Three months ended June 30, 2026 | — |
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| Operating cash flow excluding working capital adjustments (Non-GAAP) non-GAAP | $588.4M | Three months ended June 30, 2026 | — |
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| Production | 169,000 | second quarter 2026 | — |
| Realized oil price | $99.14 | second quarter 2026 | — |
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| Shares outstanding | 143.4M | As of June 30, 2026 | — |
| Total net hydrocarbons - excluding NCI | 170,601 | Three Months Ended June 30, 2026 filing | — |
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| Total net hydrocarbons - including NCI | 175,013 | Three Months Ended June 30, 2026 filing | — |
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| Total production, net (BOEPD) | 168,995 | Three months ended June 30, 2026 | — |
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| Tupper Montney oil production | 200 | Three months ended June 30, 2026 | — |
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| Tupper Montney total production | 58,100 | Three months ended June 30, 2026 | — |
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| Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) non-GAAP | $382.9M | first quarter | — |
| CAPEX | $465M | first quarter | — |
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| net debt non-GAAP | $1.17B | first quarter | — |
| Offshore Canada oil production | 9,000 | first quarter | — |
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| Offshore Canada total production | 9,000 | first quarter | — |
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| Operating expenses | $8.7 | first quarter | — |
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| Remaining share repurchase authorization | $550M | first quarter | — |
| Total capital expenditures- continuing operations attributable to Murphy | $465M | Three Months Ended March 31, 2026 | — |
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| Total capitalized - continuing operations attributable to Murphy | $384.5M | Three Months Ended March 31, 2026 | — |
| Adjusted EBITDA attributable to Murphy non-GAAP | $1.36B | Year Ended December 31, 2025 | — |
| Dividends paid | $186M | Year ended December 31, 2025 | — |
| EBITDA attributable to Murphy non-GAAP | $1.19B | Year Ended December 31, 2025 | — |
| EBITDAX attributable to Murphy non-GAAP | $1.3B | Year Ended December 31, 2025 | — |
| Operating costs | $10.89 | full year 2025 | — |
| Preliminary year-end 2025 proved reserves | 715 | Year ended December 31, 2025 | — |
| production averaged | 181 | the fourth quarter | — |
| Proved Developed (PD) net gas reserves | 1,341 | Year ended December 31, 2025 | — |
| Proved Developed (PD) net NGLs reserves | 21 | Year ended December 31, 2025 | — |
| Proved Developed (PD) net oil reserves | 161 | Year ended December 31, 2025 | — |
| Proved Developed (PD) reserves | 406 | Year ended December 31, 2025 | — |
| Proved Undeveloped (PUD) net gas reserves | 1,203 | Year ended December 31, 2025 | — |
| Proved Undeveloped (PUD) net NGLs reserves | 15 | Year ended December 31, 2025 | — |
| Proved Undeveloped (PUD) net oil reserves | 94 | Year ended December 31, 2025 | — |
| Proved Undeveloped (PUD) reserves | 309 | Year ended December 31, 2025 | — |
| Realized natural gas prices | $2.34 | the fourth quarter | — |
| Reserve life | 11 | Year ended December 31, 2025 | — |
| Reserve replacement | 103% | Year ended December 31, 2025 | — |
| Share repurchases | $100M | Year ended December 31, 2025 | — |
| Total net crude oil and condensate | 89,326 | the fourth quarter | — |
| Total net natural gas liquids | 11,081 | the fourth quarter | — |
| Total Proved (TP) net gas reserves | 2,544 | Year ended December 31, 2025 | — |
| Total Proved (TP) net oil reserves | 255 | Year ended December 31, 2025 | — |
| Total shareholder returns | $286M | Year ended December 31, 2025 | — |
| Weighted average coupon of fixed-rate notes | 6.1% | Year ended December 31, 2025 | — |
| Weighted average maturity of fixed-rate notes | 8.3 | Year ended December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Oil & Gas E&P — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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MUR
this stock
Murphy Oil Corp
|
$5.15B | +14.0% | -10.2% | 17.8 | 7.6% |
|
COP
Conocophillips
|
$156.59B | +39.2% | +7.7% | 17.2 | 1.4% |
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CNQ
CANADIAN NATURAL RESOURCES Ltd
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$100.99B | +44.7% | — | — | 2.8% |
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EOG
Eog Resources Inc
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$75.79B | +36.5% | -4.5% | 11.2 | 2.8% |
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OXY
Occidental Petroleum Corp /De/
|
$59.13B | +43.7% | -1.9% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MUR | -4.8% | -10.3% | +5.9% | -10.3% | +14.0% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | -5.2% | -13.3% | -7.6% | -13.3% | +1.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.