Murphy Oil（MUQ）株式概要マーフィー・オイル・コーポレーションは、その子会社とともに、米国、カナダ、および国際的な石油・ガス探査・生産会社として事業を展開している。 詳細MUQ ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績2/6財務の健全性3/6配当金1/6報酬当社が推定した公正価値より64.5%で取引されている 収益は年間32.46%増加すると予測されています リスク分析4.44%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 利益率(3%)は昨年より低い(13.6%) すべてのリスクチェックを見るMUQ Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,177 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeINBLROAG489,177 investors already sharing narrativesYour Fair Value€Current Price€27.655.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b4b2016201920222025202620282031Revenue US$3.5bEarnings US$105.4mAdvancedSet Fair ValueView all narrativesMurphy Oil Corporation 競合他社Deutsche RohstoffSymbol: XTRA:DR0Market cap: €378.4mFriedrich Vorwerk GroupSymbol: XTRA:VH2Market cap: €1.4bCNX ResourcesSymbol: NYSE:CNXMarket cap: US$4.8bShandong Xinchao EnergySymbol: SHSE:600777Market cap: CN¥29.4b価格と性能株価の高値、安値、推移の概要Murphy Oil過去の株価現在の株価US$27.6552週高値US$37.1352週安値US$19.00ベータ0.491ヶ月の変化-14.82%3ヶ月変化-21.89%1年変化34.22%3年間の変化-20.48%5年間の変化43.67%IPOからの変化-34.69%最新ニュースお知らせ • Jun 25Murphy Oil Corporation Announces Oil Discovery At Bubale-1X Offshore Côte D’IvoireMurphy Oil Corporation announced an oil discovery at the Bubale-1X exploration well in Block CI-709, located approximately 40 miles offshore Côte d’Ivoire. The Bubale-1X well was drilled to a total depth of 20,548 feet (6,263 meters) in 7,795 feet (2,376 meters) of water. The well encountered 100 feet (30 meters) of net oil pay across two reservoirs, with preliminary assessment indicating high-quality light oil. The Bubale-1X well is the third and final well in Murphy’s current three-well exploration campaign in Côte d’Ivoire. Following these results, Murphy will move into the next phase of evaluation, with one well planned for the second half of 2026 to test the extent of the discovery. The Bubale-1X well was spud in late February 2026 by Murphy CI-709 Oil Co. Ltd., a subsidiary of Murphy Oil Corporation and operator of Block CI-709. Murphy holds a 90% working interest in the block, with Société Nationale d’Opérations Pétrolières de la Côte d’Ivoire (PETROCI) holding the remaining 10 percent.お知らせ • Jun 13Murphy Oil Corporation Announces Executive Changes, Effective June 11, 2026Murphy Oil Corporation announced that E. Ted Botner, Executive Vice President, General Counsel and Corporate Secretary, retired from his position as Executive Vice President, General Counsel and Corporate Secretary, effective June 11, 2026, and will retire from the Company on June 30, 2026. Murphy Oil Corporation announced that Roger W. Landes, the Company's Associate General Counsel, has been appointed the Interim General Counsel and Corporate Secretary, effective June 11, 2026.お知らせ • Apr 03Murphy Oil Corporation to Report Q1, 2026 Results on May 06, 2026Murphy Oil Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026お知らせ • Apr 01Murphy Oil Corporation Announces Quarterly Dividend on the Common Stock, Payable on June 1, 2026The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.35 per share, or $1.40 per share on an annualized basis. The dividend is payable on June 1, 2026, to stockholders of record as of May 18, 2026.お知らせ • Mar 30Murphy Oil Corporation, Annual General Meeting, May 13, 2026Murphy Oil Corporation, Annual General Meeting, May 13, 2026.お知らせ • Feb 24Murphy Oil Corporation Announces Results of Caracal Exploration Well in Cote d'IvoireMurphy Oil Corporation announced results from the Caracal-1X exploration well in Block CI-102 offshore Cote d'Ivoire. The well, which reached a total depth of 8,534 feet (2,601 meters), will be plugged and abandoned as a dry hole after encountering hydrocarbon shows. Results from Caracal-1X will inform Murphy's ongoing assessment of remaining prospectivity across its Cote d'IVOire acreage. Murphy, together with its partner Societe Nationale d'Operations Petrolieres de la Cote d'Ivoires (PETROCI), remains committed to moving forward with the Bubale-1X well in Block CI-709. This well targets a geological play independent from Civette-1X and Caracal-1X, the initial two wells in the three-well exploration campaign in Cote d'IvoIRE.最新情報をもっと見るRecent updatesお知らせ • Jun 25Murphy Oil Corporation Announces Oil Discovery At Bubale-1X Offshore Côte D’IvoireMurphy Oil Corporation announced an oil discovery at the Bubale-1X exploration well in Block CI-709, located approximately 40 miles offshore Côte d’Ivoire. The Bubale-1X well was drilled to a total depth of 20,548 feet (6,263 meters) in 7,795 feet (2,376 meters) of water. The well encountered 100 feet (30 meters) of net oil pay across two reservoirs, with preliminary assessment indicating high-quality light oil. The Bubale-1X well is the third and final well in Murphy’s current three-well exploration campaign in Côte d’Ivoire. Following these results, Murphy will move into the next phase of evaluation, with one well planned for the second half of 2026 to test the extent of the discovery. The Bubale-1X well was spud in late February 2026 by Murphy CI-709 Oil Co. Ltd., a subsidiary of Murphy Oil Corporation and operator of Block CI-709. Murphy holds a 90% working interest in the block, with Société Nationale d’Opérations Pétrolières de la Côte d’Ivoire (PETROCI) holding the remaining 10 percent.お知らせ • Jun 13Murphy Oil Corporation Announces Executive Changes, Effective June 11, 2026Murphy Oil Corporation announced that E. Ted Botner, Executive Vice President, General Counsel and Corporate Secretary, retired from his position as Executive Vice President, General Counsel and Corporate Secretary, effective June 11, 2026, and will retire from the Company on June 30, 2026. Murphy Oil Corporation announced that Roger W. Landes, the Company's Associate General Counsel, has been appointed the Interim General Counsel and Corporate Secretary, effective June 11, 2026.お知らせ • Apr 03Murphy Oil Corporation to Report Q1, 2026 Results on May 06, 2026Murphy Oil Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026お知らせ • Apr 01Murphy Oil Corporation Announces Quarterly Dividend on the Common Stock, Payable on June 1, 2026The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.35 per share, or $1.40 per share on an annualized basis. The dividend is payable on June 1, 2026, to stockholders of record as of May 18, 2026.お知らせ • Mar 30Murphy Oil Corporation, Annual General Meeting, May 13, 2026Murphy Oil Corporation, Annual General Meeting, May 13, 2026.お知らせ • Feb 24Murphy Oil Corporation Announces Results of Caracal Exploration Well in Cote d'IvoireMurphy Oil Corporation announced results from the Caracal-1X exploration well in Block CI-102 offshore Cote d'Ivoire. The well, which reached a total depth of 8,534 feet (2,601 meters), will be plugged and abandoned as a dry hole after encountering hydrocarbon shows. Results from Caracal-1X will inform Murphy's ongoing assessment of remaining prospectivity across its Cote d'IVOire acreage. Murphy, together with its partner Societe Nationale d'Operations Petrolieres de la Cote d'Ivoires (PETROCI), remains committed to moving forward with the Bubale-1X well in Block CI-709. This well targets a geological play independent from Civette-1X and Caracal-1X, the initial two wells in the three-well exploration campaign in Cote d'IvoIRE.お知らせ • Jan 29+ 1 more updateMurphy Oil Corporation Provides Production Guidance for the First Quarter and Full Year of 2026Murphy Oil Corporation provided production guidance for the first quarter and full year of 2026. For the quarter, the company expects total net production, excl. NCI of 164,000 to 172,000 BOEPD. For the year, the company expects total Net Production, excl. NCI of 167,000 to 175,000 BOEPD.お知らせ • Jan 20Murphy Oil Corporation Announces Results of Civette Exploration Well in Côte d’IvoireMurphy Oil Corporation announced results from the Civette exploration well in Block CI-502 offshore Cote d'Ivoire. The Civette-1X well reached a total depth of 13,950 feet (4,252 meters) and encountered non-commercial hydrocarbons across multiple intervals. Murphy, together with its partner Societe Nationale d'Operations Petrolieres de la Cote d'Ivoires (PETROCI), will continue its exploration program in Cote d'IvoIRE with the Caracal and Bubale prospects, both targeting independent plays with significant resource potential.お知らせ • Jan 03Murphy Oil Corporation to Report Q4, 2025 Results on Jan 28, 2026Murphy Oil Corporation announced that they will report Q4, 2025 results After-Market on Jan 28, 2026お知らせ • Nov 06Murphy Oil Corporation Provides Production Guidance for the Fourth Quarter and Reaffirms Production Guidance for Full Year 2025Murphy Oil Corporation provided production guidance for the fourth quarter and reaffirmed production guidance for full year 2025. For the quarter, the company expects total net production to be 176,000 BOEPD to 184,000 BOEPD. For the full year, the company expects total net production to be 174,500 BOEPD to 182,500 BOEPD.お知らせ • Oct 02Murphy Oil Corporation to Report Q3, 2025 Results on Nov 05, 2025Murphy Oil Corporation announced that they will report Q3, 2025 results After-Market on Nov 05, 2025お知らせ • Oct 01Murphy Oil Corporation Announces Quarterly Cash Dividend, Payable on December 1, 2025The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.325 per share, or $1.30 per share on an annualized basis. The dividend is payable on December 1, 2025, to stockholders of record as of November 17, 2025.お知らせ • Aug 07+ 1 more updateMurphy Oil Corporation Provides Production Guidance for the Third Quarter and Full Year of 2025Murphy Oil Corporation provided production guidance for the third quarter and full year of 2025. For the third quarter, the company expects total net production, excl. NCI of 185,000 to 193,000 BOEPD. For the year, the company expects total Net Production, excl. NCI of 174,500 to 182,500 BOEPD.お知らせ • Jul 01Murphy Oil Corporation to Report Q2, 2025 Results on Aug 06, 2025Murphy Oil Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • May 08Murphy Oil Corporation Provides Production Guidance for the Second Quarter of 2025; Reaffirms Production Guidance for Full Year 2025Murphy Oil Corporation provided production guidance for the second quarter of 2025; reaffirms production guidance for full year 2025. For the quarter, the company expects total net production to be 177,000 BOEPD to 185,000 BOEPD. For the full year, the company expects total net production to be 174,500 BOEPD to 182,500 BOEPD.お知らせ • Apr 02+ 1 more updateMurphy Oil Corporation Announces Quarterly Dividend, Payable on June 2, 2025The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.325 per share, or $1.30 per share on an annualized basis. The dividend is payable on June 2, 2025, to stockholders of record as of May 16, 2025.お知らせ • Mar 31Murphy Oil Corporation, Annual General Meeting, May 14, 2025Murphy Oil Corporation, Annual General Meeting, May 14, 2025.お知らせ • Jan 30+ 1 more updateMurphy Oil Corporation Provides Production Guidance for the Year 2025Murphy Oil Corporation provided production guidance for the year 2025. Full year 2025 production is expected to be in the range of 174.5 to 182.5 MBOEPD, consisting of approximately 91 MBOPD oil and 101 MBOEPD liquids volumes, equating to 51% oil and 57% liquids volumes, respectively.お知らせ • Dec 31Murphy Oil Corporation to Report Q4, 2024 Results on Jan 30, 2025Murphy Oil Corporation announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025お知らせ • Dec 26Murphy Oil Corporation Appoints Tudor to the Nominating and Governance Committee and the Audit Committee of the BoardOn December 23, 2024, Murphy Oil Corporation the Board approved a recommendation by the Nominating and Governance Committee of the Board to appoint Mr. Tudor to the Nominating and Governance Committee and the Audit Committee of the Board, in each case effective immediately.Upcoming Dividend • Nov 11Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.7%).Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.94 (vs US$1.65 in 3Q 2023)Third quarter 2024 results: EPS: US$0.94 (down from US$1.65 in 3Q 2023). Revenue: US$758.3m (down 21% from 3Q 2023). Net income: US$139.7m (down 45% from 3Q 2023). Profit margin: 18% (down from 27% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 07Murphy Oil Corporation Provides Production Guidance for the Fourth Quarter and Full Year 2024Murphy Oil Corporation provided production guidance for the fourth quarter and full year 2024. For the quarter, the company expects total net production to be 181,500 BOEPD to 189,500 BOEPD. For the full year, the company expects total net production to be 180,000 BOEPD to 182,000 BOEPD.Declared Dividend • Oct 07Second quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 18th November 2024 Payment date: 2nd December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 03+ 2 more updatesMurphy Oil Corporation Announces Chief Executive Officer Changes, Effective January 1, 2025Murphy Oil Corporation announced that its Board of Directors has appointed Eric M. Hambly, Murphy’s current President and Chief Operating Officer, to succeed Roger W. Jenkins as the company's President and Chief Executive Officer, effective January 1, 2025. Mr. Hambly holds both bachelor’s and master’s degrees in chemical engineering from Brigham Young University and has completed the Advanced Management Program at Harvard Business School. He has over 26 years in the industry, joining Murphy in 2006. He has since played a vital role in the success of Murphy’s global exploration and production operations with assignments in Malaysia, Singapore, onshore US and offshore US Gulf of Mexico. He became Executive Vice President, Operations, in 2020 and assumed his current position as President and Chief Operating Officer in February 2024. Mr. Jenkins joined the Company in 2001 after spending 17 years with a major oil company, moving into roles of ever-increasing responsibility which culminated in his election as President and CEO, and Board member in 2013. During his tenure as CEO, he led the company in extensive business development opportunities which resulted in the development of a leading position in the US Gulf of Mexico. He serves on the boards of the American Petroleum Institute and the LSU Foundation. He was LSU Alumni of the Year in 2016, recognized with the Spindletop Award in 2022 and the EY Entrepreneur of the Year, Gulf South region in 2023.お知らせ • Oct 02Murphy Oil Corporation Declares Quarterly Cash Dividend, Payable on December 2, 2024The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of $0.30 per share, or $1.20 per share on an annualized basis. The dividend is payable on December 2, 2024, to stockholders of record as of November 18, 2024.お知らせ • Sep 26Murphy Oil Corporation to Report Q3, 2024 Results on Nov 07, 2024Murphy Oil Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024Declared Dividend • Aug 12Second quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 19th August 2024 Payment date: 3rd September 2024 Dividend yield will be 3.3%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$0.84 (vs US$0.63 in 2Q 2023)Second quarter 2024 results: EPS: US$0.84 (up from US$0.63 in 2Q 2023). Revenue: US$802.8m (down 1.2% from 2Q 2023). Net income: US$128.4m (up 30% from 2Q 2023). Profit margin: 16% (up from 12% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 38% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 08Murphy Oil Corporation Provides Production Guidance for the Third Quarter and Full Year 2024Murphy Oil Corporation provided production guidance for the third quarter and full year 2024. For the quarter, the company expects total net production to be 181,500 BOEPD to 189,500 BOEPD. For the full year, the company expects total net production to be 180,000 BOEPD to 188,000 BOEPD.お知らせ • Jun 28Murphy Oil Corporation to Report Q2, 2024 Results on Aug 08, 2024Murphy Oil Corporation announced that they will report Q2, 2024 results Pre-Market on Aug 08, 2024Upcoming Dividend • May 10Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.2%).お知らせ • May 03Murphy Oil Corporation Provides Production Guidance for the Second Quarter and Full Year 2024Murphy Oil Corporation provided production guidance for the second quarter and full year 2024. For the quarter, the company expects total net production to be 176,000 BOEPD to 184,000 BOEPD.For the full year, the company expects total net production to be 180,000 BOEPD to 188,000 BOEPD.Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.59 (vs US$1.23 in 1Q 2023)First quarter 2024 results: EPS: US$0.59 (down from US$1.23 in 1Q 2023). Revenue: US$796.4m (down 5.2% from 1Q 2023). Net income: US$90.9m (down 53% from 1Q 2023). Profit margin: 11% (down from 23% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 08Fourth quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 17th May 2024 Payment date: 3rd June 2024 Dividend yield will be 2.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 03Murphy Oil Corporation Announces Quarterly Dividend, Payable on June 3, 2024The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.30 per share, or $1.20 per share on an annualized basis. The dividend is payable on June 3, 2024, to stockholders of record as of May 20, 2024.お知らせ • Apr 02Murphy Oil Corporation to Report Q1, 2024 Results on May 02, 2024Murphy Oil Corporation announced that they will report Q1, 2024 results Pre-Market on May 02, 2024お知らせ • Mar 22Murphy Oil Corporation, Annual General Meeting, May 08, 2024Murphy Oil Corporation, Annual General Meeting, May 08, 2024, at 10:00 Central Daylight. Agenda: To consider the election of Directors; to consider advisory vote to approve executive compensation; to consider approval of the action of the Audit Committee of the Board of Directors in appointing KPMG LLP as the Company's independent registered public accounting firm for 2024; and to consider such other business as may properly come before the meeting.Recent Insider Transactions • Feb 28Insider recently sold €1.1m worth of stockOn the 27th of February, Louis Utsch sold around 30k shares on-market at roughly €36.81 per share. This transaction amounted to 76% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.Reported Earnings • Feb 26Full year 2023 earnings released: EPS: US$4.27 (vs US$6.23 in FY 2022)Full year 2023 results: EPS: US$4.27 (down from US$6.23 in FY 2022). Revenue: US$3.45b (down 12% from FY 2022). Net income: US$663.0m (down 31% from FY 2022). Profit margin: 19% (down from 25% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 09Upcoming dividend of US$0.30 per share at 3.1% yieldEligible shareholders must have bought the stock before 16 February 2024. Payment date: 04 March 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (3.1%).お知らせ • Feb 08Murphy Oil Corporation Promotes Eric M. Hambly to Position of President and Chief Operating Officer and E. Ted Botner to Executive Vice PresidentMurphy Oil Corporation announced the following promotions, effective February 1, 2024. The Board of Directors has appointed Eric M. Hambly to the role of President and Chief Operating Officer and E. Ted Botner to Executive Vice President. Mr. Hambly and Mr. Botner will continue to report to Roger W. Jenkins, Chief Executive Officer. Over his 18-year career with Murphy, Mr. Hambly has played a vital role in the success of Murphy’s global exploration and production operations. He has earned roles with increasing responsibilities primarily focusing on offshore operations in the Gulf of Mexico and Malaysia, as well as onshore operations in the US and Canada. He was promoted to his current position as Executive Vice President, Operations in 2020. Mr. Hambly earned bachelor’s and master’s degrees in chemical engineering from Brigham Young University and has completed the Advanced Management Program at Harvard Business School. Joining Murphy in 2001 as an attorney, Mr. Botner has held several positions with increasing responsibilities in the US and Malaysia culminating in 2020 to his current role as Senior Vice President, General Counsel and Corporate Secretary. Mr. Botner will maintain his role of General Counsel and Corporate Secretary. Mr. Botner earned bachelor’s degrees in arts and business administration from the University of Texas, a Master of Business Administration from Southern Methodist University and a law degree from the University of Arkansas.Declared Dividend • Jan 28Fourth quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 16th February 2024 Payment date: 4th March 2024 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 4.7% over the next 3 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jan 25Full year 2023 earnings released: EPS: US$4.27 (vs US$6.23 in FY 2022)Full year 2023 results: EPS: US$4.27 (down from US$6.23 in FY 2022). Revenue: US$3.46b (down 11% from FY 2022). Net income: US$663.0m (down 31% from FY 2022). Profit margin: 19% (down from 25% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 25+ 1 more updateMurphy Oil Corporation Provides Production Guidance for the First Quarter and Full Year 2024Murphy Oil Corporation provided production guidance for first quarter and full year 2024. For the quarter, the company expects total net production to be 163,000 BOEPD to 171,000 BOEPD.For the full year, the company expects total net production to be 180,000 BOEPD to 188,000 BOEPD.お知らせ • Dec 28Murphy Oil Corporation to Report Q4, 2023 Results on Jan 25, 2024Murphy Oil Corporation announced that they will report Q4, 2023 results Pre-Market on Jan 25, 2024Buying Opportunity • Dec 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be €48.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 0.1% per annum. Earnings is also forecast to decline by 4.1% per annum over the same time period.お知らせ • Nov 03Murphy Oil Corporation Provides Production Guidance for the Fourth Quarter and Full Year 2023Murphy Oil Corporation raised production guidance for fourth quarter and full year 2023. Production for fourth quarter 2023 is estimated to be in the range of 181.5 to 189.5 MBOEPD with 95 MBOPD, or 51%, oil volumes. This range includes planned downtime of 500 BOEPD in the Gulf of Mexico and 1.5 MBOEPD onshore. Production is also impacted by mechanical issues in two operated Gulf of Mexico wells, with plans in place for workovers in 2024.The company is raising its full year 2023 production range to 185 to 187 MBOEPD, consisting of approximately 53% oil and 59% liquids volumes. This represents a 3 MBOEPD increase in the midpoint from the previous range.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$1.65 (vs US$3.40 in 3Q 2022)Third quarter 2023 results: EPS: US$1.65 (down from US$3.40 in 3Q 2022). Revenue: US$959.6m (down 18% from 3Q 2022). Net income: US$255.8m (down 52% from 3Q 2022). Profit margin: 27% (down from 45% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 87% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 03Upcoming dividend of US$0.28 per share at 2.4% yieldEligible shareholders must have bought the stock before 10 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.8%).お知らせ • Oct 05Murphy Oil Corporation Declares Dividend for the Third Quarter of 2023, Payable December 1, 2023The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the common stock of Murphy Oil Corporation of $0.275 per share, or $1.10 per share on an annualized basis. The dividend is payable on December 1, 2023, to stockholders of record as of November 13, 2023.お知らせ • Sep 26Murphy Oil Corporation to Report Q3, 2023 Results on Nov 02, 2023Murphy Oil Corporation announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023お知らせ • Sep 16An unknown buyer completed the acquisition of Kaybob Duvernay and Non-Operated Placid Montney Assets from Murphy Oil Corporation (NYSE:MUR).An unknown buyer agreed to acquire Kaybob Duvernay and Non-Operated Placid Montney Assets from Murphy Oil Corporation (NYSE:MUR) for CAD 150 million on July 31, 2023. The transaction is anticipated to close in the third quarter of 2023, subject to closing conditions and adjustments. No gain or loss is anticipated in relation to this transaction. The assets to be divested include the Saxon and Simonette areas of the Kaybob Duvernay, where Murphy holds a 70 percent working interest as operator, as well as Murphy’s 30 percent working interest in the Placid Montney assets operated by Athabasca Oil Corporation. Also included are batteries, pipelines and the assumption of related processing and marketing contracts. Scotiabank, Inc. acted as financial advisor to Murphy Oil Corporation. An unknown buyer completed the acquisition of Kaybob Duvernay and Non-Operated Placid Montney Assets from Murphy Oil Corporation (NYSE:MUR) on September 15, 2023. After closing adjustments, Murphy received cash proceeds of approximately CAD141 million and there is no cash tax liability expected with this transaction.Recent Insider Transactions • Aug 11Independent Director recently sold €4.0m worth of stockOn the 8th of August, Robert Murphy sold around 100k shares on-market at roughly €39.55 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.お知らせ • Aug 04An unknown buyer agreed to acquire Kaybob Duvernay and Non-Operated Placid Montney Assets from Murphy Oil Corporation (NYSE:MUR) for CAD 150 million.An unknown buyer agreed to acquire Kaybob Duvernay and Non-Operated Placid Montney Assets from Murphy Oil Corporation (NYSE:MUR) for CAD 150 million on July 31, 2023. The transaction is anticipated to close in the third quarter of 2023, subject to closing conditions and adjustments. No gain or loss is anticipated in relation to this transaction. The assets to be divested include the Saxon and Simonette areas of the Kaybob Duvernay, where Murphy holds a 70 percent working interest as operator, as well as Murphy’s 30 percent working interest in the Placid Montney assets operated by Athabasca Oil Corporation. Also included are batteries, pipelines and the assumption of related processing and marketing contracts.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.63 (vs US$2.26 in 2Q 2022)Second quarter 2023 results: EPS: US$0.63 (down from US$2.26 in 2Q 2022). Revenue: US$814.6m (down 32% from 2Q 2022). Net income: US$98.9m (down 72% from 2Q 2022). Profit margin: 12% (down from 29% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 4.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be €44.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 4.7% per annum. Earnings is also forecast to decline by 18% per annum over the same time period.お知らせ • Jul 06Murphy Oil Corporation to Report Q2, 2023 Results on Aug 03, 2023Murphy Oil Corporation announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 03, 2023お知らせ • Jun 25Murphy Oil Corporation(NYSE:MUR) dropped from Russell Small Cap Comp Growth IndexMurphy Oil Corporation(NYSE:MUR) dropped from Russell Small Cap Comp Growth IndexRecent Insider Transactions • May 19Executive VP & CFO recently sold €473k worth of stockOn the 18th of May, Thomas Mireles sold around 15k shares on-market at roughly €32.63 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Thomas has been a net seller over the last 12 months, reducing personal holdings by €1.2m.Upcoming Dividend • May 05Upcoming dividend of US$0.28 per share at 3.3% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.8%).お知らせ • May 04Murphy Oil Corporation Provides Production Guidance for the Second Quarter and Full Tear 2023Murphy Oil Corporation provided production guidance for the second quarter and full tear 2023. The company reaffirmed its full year 2023 production range of 175.5 to 183.5 MBOEPD, consisting of approximately 55% oil and 61% liquids volumes. Production for second quarter 2023 is estimated to be in the range of 173 to 181 MBOEPD with 95 MBOPD, or 54%, oil volumes. This range includes planned downtime of 6.7 MBOEPD offshore and 3.0 MBOEPD onshore.Reported Earnings • May 04First quarter 2023 earnings released: EPS: US$1.23 (vs US$0.73 loss in 1Q 2022)First quarter 2023 results: EPS: US$1.23 (up from US$0.73 loss in 1Q 2022). Revenue: US$841.7m (down 3.4% from 1Q 2022). Net income: US$191.4m (up US$304.2m from 1Q 2022). Profit margin: 23% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses. Revenue is expected to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$6.23 (vs US$0.47 loss in FY 2021)Full year 2022 results: EPS: US$6.23 (up from US$0.47 loss in FY 2021). Revenue: US$3.90b (up 71% from FY 2021). Net income: US$967.1m (up US$1.04b from FY 2021). Profit margin: 25% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Oil reserves and sales price Proven reserves: 303.6 MMbbls Average sales price/bbl (hedged): US$94.89 Gas reserves and sales price Proven reserves: 2219.9 Bcf Average sales price/mcf (hedged): US$3.66 LNG reserves Proven reserves: 41.7 MMbbls Combined production and costs Oil equivalent production: 60.96 MMboe (57.63 MMboe in FY 2021) Average production cost/Boe: US$11.43 (US$9.36/Boe in FY 2021) Revenue is expected to decline by 4.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Feb 17Insider recently sold €442k worth of stockOn the 14th of February, Louis Utsch sold around 11k shares on-market at roughly €40.53 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months.Recent Insider Transactions • Feb 09VP & Controller recently sold €304k worth of stockOn the 6th of February, Paul Vaughan sold around 8k shares on-market at roughly €38.47 per share. This transaction amounted to 63% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €7.3m. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months.Upcoming Dividend • Feb 03Upcoming dividend of US$0.28 per share at 2.7% yieldEligible shareholders must have bought the stock before 10 February 2023. Payment date: 01 March 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.3%).お知らせ • Jan 27+ 1 more updateMurphy Oil Corporation Provides Production Guidance for the Full Year and First Quarter of 2023Murphy Oil Corporation provided production guidance for the full year and first quarter of 2023. Full year 2023 production is expected to be in the range of 175.5 to 183.5 MBOEPD, consisting of approximately 99 MBOPD oil and 109 MBOEPD liquids volumes, equating to 55% oil and 61% liquids volumes, respectively.Production for first quarter 2023 is estimated to be in the range of 161 to 169 MBOEPD with 92 MBOPD, or 56%, oil volumes. This range is impacted by planned downtime of approximately 7.1 MBOEPD, consisting of 2.0 MBOEPD of operated offshore downtime, 2.5 MBOEPD of non-operated offshore downtime and 2.6 MBOEPD of onshore downtime.Reported Earnings • Jan 27Full year 2022 earnings released: EPS: US$6.23 (vs US$0.47 loss in FY 2021)Full year 2022 results: EPS: US$6.23 (up from US$0.47 loss in FY 2021). Revenue: US$4.22b (up 51% from FY 2021). Net income: US$967.1m (up US$1.04b from FY 2021). Profit margin: 23% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Oil reserves Proven reserves: 287 MMbbls Gas reserves Proven reserves: 2214 Bcf LNG reserves Proven reserves: 41 MMbbls Combined production and costs Oil equivalent production: 60.96 MMboe (57.63 MMboe in FY 2021) Average production cost/Boe: US$11.43 (US$9.36/Boe in FY 2021) Revenue is expected to decline by 8.1% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 8.1%. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 30Murphy Oil Corporation to Report Q4, 2022 Results on Jan 26, 2023Murphy Oil Corporation announced that they will report Q4, 2022 results Pre-Market on Jan 26, 2023Recent Insider Transactions • Nov 16CEO, President & Director recently sold €7.3m worth of stockOn the 11th of November, Roger Jenkins sold around 150k shares on-market at roughly €48.92 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Roger has been a net seller over the last 12 months, reducing personal holdings by €15m.Recent Insider Transactions • Nov 11Independent Director recently sold €2.4m worth of stockOn the 8th of November, Robert Murphy sold around 50k shares on-market at roughly €47.67 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.Reported Earnings • Nov 04Third quarter 2022 earnings releasedThird quarter 2022 results: Net income: US$528.9m (up 385% from 3Q 2021). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Oil and Gas industry in Germany.お知らせ • Nov 04Murphy Oil Corporation Provides Production Guidance for the Fourth Quarter and Full Year of 2022Murphy Oil Corporation provided production guidance for the fourth quarter and full year of 2022. Full year 2022 production guidance is being revised to a range of 164 to 172 MBOEPD, with a production mix of approximately 54 percent oil and 60 percent total liquids volumes. Fourth quarter 2022 production is estimated to be in the range of 173.5 to 181.5 MBOEPD with 55 percent oil volumes. This range is impacted by 9.5 MBOEPD of total offshore downtime, including 1.6 MBOEPD for downstream weather impacts associated with Hurricane Ian, as well as an estimated 10.5 MBOEPD for forecasted Tupper Montney royalties. Both production and CAPEX guidance ranges exclude Gulf of Mexico NCI.Upcoming Dividend • Nov 03Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 10 November 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (1.0%).お知らせ • Oct 06Murphy Oil Corporation Declares Quarterly Cash Dividend on the Common Stock, Payable on December 1, 2022Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.25 per share, or $1.00 per share on an annualized basis. The dividend is payable on December 1, 2022, to stockholders of record as of November 14, 2022.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €39.74, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 154% over the past three years.お知らせ • Oct 01Murphy Oil Corporation to Report Q3, 2022 Results on Nov 03, 2022Murphy Oil Corporation announced that they will report Q3, 2022 results Pre-Market on Nov 03, 2022Recent Insider Transactions • Sep 14Independent Director recently sold €201k worth of stockOn the 13th of September, T. Collins sold around 5k shares on-market at roughly €40.30 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €202k. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.Recent Insider Transactions • Sep 08Insider recently sold €168k worth of stockOn the 2nd of September, John Gardner sold around 4k shares on-market at roughly €39.40 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €428k. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.Recent Insider Transactions • Aug 23Executive VP & CFO recently sold €202k worth of stockOn the 22nd of August, Thomas Mireles sold around 6k shares on-market at roughly €36.47 per share. In the last 3 months, there was an even bigger sale from another insider worth €7.8m. Thomas has been a seller over the last 12 months, reducing personal holdings by €288k.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$2.26 (vs US$0.41 loss in 2Q 2021)Second quarter 2022 results: EPS: US$2.26 (up from US$0.41 loss in 2Q 2021). Revenue: US$1.20b (up 58% from 2Q 2021). Net income: US$351.5m (up US$414.5m from 2Q 2021). Profit margin: 29% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 32% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 05Murphy Oil Corporation Provides Production Guidance for the Third Quarter and Full Year of 2022Murphy Oil Corporation provided production guidance for the third quarter and full year of 2022. For the quarter, the company expects production is estimated to be in the range of 180 MBOEPD to 188 MBOEPD with 49% oil volumes.For the year, the company expects production guidance to 168 MBOEPD to 176 MBOEPD, with a production mix of approximately 52% oil and 58% total liquids volumes. This represents a new annual production midpoint of 172 MBOEPD, compared to the previous midpoint of 168 MBOEPD.お知らせ • Aug 04Murphy Oil Corporation Declares Quarterly Cash Dividend, Payable on September 1, 2022The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.25 per share, or $1.00 per share on an annualized basis. This amount represents a 43% increase from the previous quarter and a 100% increase from fourth quarter 2021. The dividend is payable on September 1, 2022, to stockholders of record as of August 15, 2022.お知らせ • Jun 30Murphy Oil Corporation to Report Q2, 2022 Results on Aug 04, 2022Murphy Oil Corporation announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Aug 04, 2022お知らせ • Jun 29Murphy Oil Corporation Announces Executive ChangesMurphy Oil Corporation announced that on June 27, 2022, Christopher D. Hulse, Vice President and Controller, the Company's principal accounting officer, plans to leave the Company to pursue other opportunities on August 5, 2022, and that, effective July 1, 2022, Paul D. Vaughan has been elected as the Company's Vice President and Controller, in which capacity Mr. Vaughan will serve as the Company's principal accounting officer. Mr. Vaughn, age 55, began his career in the finance department with the Company in 1998, holding roles with increasing responsibility, culminating in his current position in 2017 of Vice President and Controller, US, Central and South America, for the Company's wholly owned subsidiary, Murphy Exploration and Production Company. Mr. Vaughan holds a bachelor's degree in Accounting from the University of Alabama and a bachelor's degree in History from Samford University. In his new role, Mr. Vaughan will also serve as Murphy's principal accounting officer and report to Thomas J. (Tom) Mireles, incoming Executive Vice President and Chief Finance Officer.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €34.49, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 76% over the past three years.Recent Insider Transactions • Jun 02CEO, President & Director recently sold €7.8m worth of stockOn the 31st of May, Roger Jenkins sold around 194k shares on-market at roughly €40.14 per share. This was the largest sale by an insider in the last 3 months. This was Roger's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to €37.68, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 92% over the past three years.Recent Insider Transactions • May 13Independent Director recently sold €85k worth of stockOn the 10th of May, Elisabeth Keller sold around 3k shares on-market at roughly €30.75 per share. In the last 3 months, there was an even bigger sale from another insider worth €211k. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €31.40, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €60.49 per share.株主還元MUQDE Oil and GasDE 市場7D-10.7%-0.9%0.6%1Y34.2%33.8%1.1%株主還元を見る業界別リターン: MUQ過去 1 年間で33.8 % のリターンをもたらしたGerman Oil and Gas業界と一致しました。リターン対市場: MUQ過去 1 年間で1.1 % の収益を上げたGerman市場を上回りました。価格変動Is MUQ's price volatile compared to industry and market?MUQ volatilityMUQ Average Weekly Movement7.2%Oil and Gas Industry Average Movement9.2%Market Average Movement5.6%10% most volatile stocks in DE Market13.4%10% least volatile stocks in DE Market2.7%安定した株価: MUQ 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: MUQの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1950813Eric Hamblywww.murphyoilcorp.comマーフィー・オイル・コーポレーションは、その子会社とともに、米国、カナダ、および海外で石油・ガスの探鉱・生産会社として事業を展開している。原油、天然ガス、天然ガス液体を探鉱、生産している。以前はマーフィー・コーポレーションとして知られ、1964年にマーフィー・オイル・コーポレーションに社名を変更した。マーフィー・オイル・コーポレーションは1950年に設立され、テキサス州ヒューストンに本社を置いている。もっと見るMurphy Oil Corporation 基礎のまとめMurphy Oil の収益と売上を時価総額と比較するとどうか。MUQ 基礎統計学時価総額€3.97b収益（TTM）€73.42m売上高(TTM)€2.41b54.0xPER（株価収益率1.6xP/SレシオMUQ は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MUQ 損益計算書（TTM）収益US$2.75b売上原価US$595.03m売上総利益US$2.15bその他の費用US$2.07b収益US$83.61m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.58グロス・マージン78.36%純利益率3.04%有利子負債／自己資本比率29.6%MUQ の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.4%現在の配当利回り226%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/02 13:20終値2026/07/01 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Murphy Oil Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38 アナリスト機関Philip WeissArgus Research CompanyWei JiangBarclaysMark GilmanBenchmark Company35 その他のアナリストを表示
お知らせ • Jun 25Murphy Oil Corporation Announces Oil Discovery At Bubale-1X Offshore Côte D’IvoireMurphy Oil Corporation announced an oil discovery at the Bubale-1X exploration well in Block CI-709, located approximately 40 miles offshore Côte d’Ivoire. The Bubale-1X well was drilled to a total depth of 20,548 feet (6,263 meters) in 7,795 feet (2,376 meters) of water. The well encountered 100 feet (30 meters) of net oil pay across two reservoirs, with preliminary assessment indicating high-quality light oil. The Bubale-1X well is the third and final well in Murphy’s current three-well exploration campaign in Côte d’Ivoire. Following these results, Murphy will move into the next phase of evaluation, with one well planned for the second half of 2026 to test the extent of the discovery. The Bubale-1X well was spud in late February 2026 by Murphy CI-709 Oil Co. Ltd., a subsidiary of Murphy Oil Corporation and operator of Block CI-709. Murphy holds a 90% working interest in the block, with Société Nationale d’Opérations Pétrolières de la Côte d’Ivoire (PETROCI) holding the remaining 10 percent.
お知らせ • Jun 13Murphy Oil Corporation Announces Executive Changes, Effective June 11, 2026Murphy Oil Corporation announced that E. Ted Botner, Executive Vice President, General Counsel and Corporate Secretary, retired from his position as Executive Vice President, General Counsel and Corporate Secretary, effective June 11, 2026, and will retire from the Company on June 30, 2026. Murphy Oil Corporation announced that Roger W. Landes, the Company's Associate General Counsel, has been appointed the Interim General Counsel and Corporate Secretary, effective June 11, 2026.
お知らせ • Apr 03Murphy Oil Corporation to Report Q1, 2026 Results on May 06, 2026Murphy Oil Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026
お知らせ • Apr 01Murphy Oil Corporation Announces Quarterly Dividend on the Common Stock, Payable on June 1, 2026The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.35 per share, or $1.40 per share on an annualized basis. The dividend is payable on June 1, 2026, to stockholders of record as of May 18, 2026.
お知らせ • Mar 30Murphy Oil Corporation, Annual General Meeting, May 13, 2026Murphy Oil Corporation, Annual General Meeting, May 13, 2026.
お知らせ • Feb 24Murphy Oil Corporation Announces Results of Caracal Exploration Well in Cote d'IvoireMurphy Oil Corporation announced results from the Caracal-1X exploration well in Block CI-102 offshore Cote d'Ivoire. The well, which reached a total depth of 8,534 feet (2,601 meters), will be plugged and abandoned as a dry hole after encountering hydrocarbon shows. Results from Caracal-1X will inform Murphy's ongoing assessment of remaining prospectivity across its Cote d'IVOire acreage. Murphy, together with its partner Societe Nationale d'Operations Petrolieres de la Cote d'Ivoires (PETROCI), remains committed to moving forward with the Bubale-1X well in Block CI-709. This well targets a geological play independent from Civette-1X and Caracal-1X, the initial two wells in the three-well exploration campaign in Cote d'IvoIRE.
お知らせ • Jun 25Murphy Oil Corporation Announces Oil Discovery At Bubale-1X Offshore Côte D’IvoireMurphy Oil Corporation announced an oil discovery at the Bubale-1X exploration well in Block CI-709, located approximately 40 miles offshore Côte d’Ivoire. The Bubale-1X well was drilled to a total depth of 20,548 feet (6,263 meters) in 7,795 feet (2,376 meters) of water. The well encountered 100 feet (30 meters) of net oil pay across two reservoirs, with preliminary assessment indicating high-quality light oil. The Bubale-1X well is the third and final well in Murphy’s current three-well exploration campaign in Côte d’Ivoire. Following these results, Murphy will move into the next phase of evaluation, with one well planned for the second half of 2026 to test the extent of the discovery. The Bubale-1X well was spud in late February 2026 by Murphy CI-709 Oil Co. Ltd., a subsidiary of Murphy Oil Corporation and operator of Block CI-709. Murphy holds a 90% working interest in the block, with Société Nationale d’Opérations Pétrolières de la Côte d’Ivoire (PETROCI) holding the remaining 10 percent.
お知らせ • Jun 13Murphy Oil Corporation Announces Executive Changes, Effective June 11, 2026Murphy Oil Corporation announced that E. Ted Botner, Executive Vice President, General Counsel and Corporate Secretary, retired from his position as Executive Vice President, General Counsel and Corporate Secretary, effective June 11, 2026, and will retire from the Company on June 30, 2026. Murphy Oil Corporation announced that Roger W. Landes, the Company's Associate General Counsel, has been appointed the Interim General Counsel and Corporate Secretary, effective June 11, 2026.
お知らせ • Apr 03Murphy Oil Corporation to Report Q1, 2026 Results on May 06, 2026Murphy Oil Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026
お知らせ • Apr 01Murphy Oil Corporation Announces Quarterly Dividend on the Common Stock, Payable on June 1, 2026The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.35 per share, or $1.40 per share on an annualized basis. The dividend is payable on June 1, 2026, to stockholders of record as of May 18, 2026.
お知らせ • Mar 30Murphy Oil Corporation, Annual General Meeting, May 13, 2026Murphy Oil Corporation, Annual General Meeting, May 13, 2026.
お知らせ • Feb 24Murphy Oil Corporation Announces Results of Caracal Exploration Well in Cote d'IvoireMurphy Oil Corporation announced results from the Caracal-1X exploration well in Block CI-102 offshore Cote d'Ivoire. The well, which reached a total depth of 8,534 feet (2,601 meters), will be plugged and abandoned as a dry hole after encountering hydrocarbon shows. Results from Caracal-1X will inform Murphy's ongoing assessment of remaining prospectivity across its Cote d'IVOire acreage. Murphy, together with its partner Societe Nationale d'Operations Petrolieres de la Cote d'Ivoires (PETROCI), remains committed to moving forward with the Bubale-1X well in Block CI-709. This well targets a geological play independent from Civette-1X and Caracal-1X, the initial two wells in the three-well exploration campaign in Cote d'IvoIRE.
お知らせ • Jan 29+ 1 more updateMurphy Oil Corporation Provides Production Guidance for the First Quarter and Full Year of 2026Murphy Oil Corporation provided production guidance for the first quarter and full year of 2026. For the quarter, the company expects total net production, excl. NCI of 164,000 to 172,000 BOEPD. For the year, the company expects total Net Production, excl. NCI of 167,000 to 175,000 BOEPD.
お知らせ • Jan 20Murphy Oil Corporation Announces Results of Civette Exploration Well in Côte d’IvoireMurphy Oil Corporation announced results from the Civette exploration well in Block CI-502 offshore Cote d'Ivoire. The Civette-1X well reached a total depth of 13,950 feet (4,252 meters) and encountered non-commercial hydrocarbons across multiple intervals. Murphy, together with its partner Societe Nationale d'Operations Petrolieres de la Cote d'Ivoires (PETROCI), will continue its exploration program in Cote d'IvoIRE with the Caracal and Bubale prospects, both targeting independent plays with significant resource potential.
お知らせ • Jan 03Murphy Oil Corporation to Report Q4, 2025 Results on Jan 28, 2026Murphy Oil Corporation announced that they will report Q4, 2025 results After-Market on Jan 28, 2026
お知らせ • Nov 06Murphy Oil Corporation Provides Production Guidance for the Fourth Quarter and Reaffirms Production Guidance for Full Year 2025Murphy Oil Corporation provided production guidance for the fourth quarter and reaffirmed production guidance for full year 2025. For the quarter, the company expects total net production to be 176,000 BOEPD to 184,000 BOEPD. For the full year, the company expects total net production to be 174,500 BOEPD to 182,500 BOEPD.
お知らせ • Oct 02Murphy Oil Corporation to Report Q3, 2025 Results on Nov 05, 2025Murphy Oil Corporation announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • Oct 01Murphy Oil Corporation Announces Quarterly Cash Dividend, Payable on December 1, 2025The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.325 per share, or $1.30 per share on an annualized basis. The dividend is payable on December 1, 2025, to stockholders of record as of November 17, 2025.
お知らせ • Aug 07+ 1 more updateMurphy Oil Corporation Provides Production Guidance for the Third Quarter and Full Year of 2025Murphy Oil Corporation provided production guidance for the third quarter and full year of 2025. For the third quarter, the company expects total net production, excl. NCI of 185,000 to 193,000 BOEPD. For the year, the company expects total Net Production, excl. NCI of 174,500 to 182,500 BOEPD.
お知らせ • Jul 01Murphy Oil Corporation to Report Q2, 2025 Results on Aug 06, 2025Murphy Oil Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • May 08Murphy Oil Corporation Provides Production Guidance for the Second Quarter of 2025; Reaffirms Production Guidance for Full Year 2025Murphy Oil Corporation provided production guidance for the second quarter of 2025; reaffirms production guidance for full year 2025. For the quarter, the company expects total net production to be 177,000 BOEPD to 185,000 BOEPD. For the full year, the company expects total net production to be 174,500 BOEPD to 182,500 BOEPD.
お知らせ • Apr 02+ 1 more updateMurphy Oil Corporation Announces Quarterly Dividend, Payable on June 2, 2025The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.325 per share, or $1.30 per share on an annualized basis. The dividend is payable on June 2, 2025, to stockholders of record as of May 16, 2025.
お知らせ • Mar 31Murphy Oil Corporation, Annual General Meeting, May 14, 2025Murphy Oil Corporation, Annual General Meeting, May 14, 2025.
お知らせ • Jan 30+ 1 more updateMurphy Oil Corporation Provides Production Guidance for the Year 2025Murphy Oil Corporation provided production guidance for the year 2025. Full year 2025 production is expected to be in the range of 174.5 to 182.5 MBOEPD, consisting of approximately 91 MBOPD oil and 101 MBOEPD liquids volumes, equating to 51% oil and 57% liquids volumes, respectively.
お知らせ • Dec 31Murphy Oil Corporation to Report Q4, 2024 Results on Jan 30, 2025Murphy Oil Corporation announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025
お知らせ • Dec 26Murphy Oil Corporation Appoints Tudor to the Nominating and Governance Committee and the Audit Committee of the BoardOn December 23, 2024, Murphy Oil Corporation the Board approved a recommendation by the Nominating and Governance Committee of the Board to appoint Mr. Tudor to the Nominating and Governance Committee and the Audit Committee of the Board, in each case effective immediately.
Upcoming Dividend • Nov 11Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.7%).
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.94 (vs US$1.65 in 3Q 2023)Third quarter 2024 results: EPS: US$0.94 (down from US$1.65 in 3Q 2023). Revenue: US$758.3m (down 21% from 3Q 2023). Net income: US$139.7m (down 45% from 3Q 2023). Profit margin: 18% (down from 27% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 07Murphy Oil Corporation Provides Production Guidance for the Fourth Quarter and Full Year 2024Murphy Oil Corporation provided production guidance for the fourth quarter and full year 2024. For the quarter, the company expects total net production to be 181,500 BOEPD to 189,500 BOEPD. For the full year, the company expects total net production to be 180,000 BOEPD to 182,000 BOEPD.
Declared Dividend • Oct 07Second quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 18th November 2024 Payment date: 2nd December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 03+ 2 more updatesMurphy Oil Corporation Announces Chief Executive Officer Changes, Effective January 1, 2025Murphy Oil Corporation announced that its Board of Directors has appointed Eric M. Hambly, Murphy’s current President and Chief Operating Officer, to succeed Roger W. Jenkins as the company's President and Chief Executive Officer, effective January 1, 2025. Mr. Hambly holds both bachelor’s and master’s degrees in chemical engineering from Brigham Young University and has completed the Advanced Management Program at Harvard Business School. He has over 26 years in the industry, joining Murphy in 2006. He has since played a vital role in the success of Murphy’s global exploration and production operations with assignments in Malaysia, Singapore, onshore US and offshore US Gulf of Mexico. He became Executive Vice President, Operations, in 2020 and assumed his current position as President and Chief Operating Officer in February 2024. Mr. Jenkins joined the Company in 2001 after spending 17 years with a major oil company, moving into roles of ever-increasing responsibility which culminated in his election as President and CEO, and Board member in 2013. During his tenure as CEO, he led the company in extensive business development opportunities which resulted in the development of a leading position in the US Gulf of Mexico. He serves on the boards of the American Petroleum Institute and the LSU Foundation. He was LSU Alumni of the Year in 2016, recognized with the Spindletop Award in 2022 and the EY Entrepreneur of the Year, Gulf South region in 2023.
お知らせ • Oct 02Murphy Oil Corporation Declares Quarterly Cash Dividend, Payable on December 2, 2024The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of $0.30 per share, or $1.20 per share on an annualized basis. The dividend is payable on December 2, 2024, to stockholders of record as of November 18, 2024.
お知らせ • Sep 26Murphy Oil Corporation to Report Q3, 2024 Results on Nov 07, 2024Murphy Oil Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
Declared Dividend • Aug 12Second quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 19th August 2024 Payment date: 3rd September 2024 Dividend yield will be 3.3%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$0.84 (vs US$0.63 in 2Q 2023)Second quarter 2024 results: EPS: US$0.84 (up from US$0.63 in 2Q 2023). Revenue: US$802.8m (down 1.2% from 2Q 2023). Net income: US$128.4m (up 30% from 2Q 2023). Profit margin: 16% (up from 12% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 38% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 08Murphy Oil Corporation Provides Production Guidance for the Third Quarter and Full Year 2024Murphy Oil Corporation provided production guidance for the third quarter and full year 2024. For the quarter, the company expects total net production to be 181,500 BOEPD to 189,500 BOEPD. For the full year, the company expects total net production to be 180,000 BOEPD to 188,000 BOEPD.
お知らせ • Jun 28Murphy Oil Corporation to Report Q2, 2024 Results on Aug 08, 2024Murphy Oil Corporation announced that they will report Q2, 2024 results Pre-Market on Aug 08, 2024
Upcoming Dividend • May 10Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.2%).
お知らせ • May 03Murphy Oil Corporation Provides Production Guidance for the Second Quarter and Full Year 2024Murphy Oil Corporation provided production guidance for the second quarter and full year 2024. For the quarter, the company expects total net production to be 176,000 BOEPD to 184,000 BOEPD.For the full year, the company expects total net production to be 180,000 BOEPD to 188,000 BOEPD.
Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.59 (vs US$1.23 in 1Q 2023)First quarter 2024 results: EPS: US$0.59 (down from US$1.23 in 1Q 2023). Revenue: US$796.4m (down 5.2% from 1Q 2023). Net income: US$90.9m (down 53% from 1Q 2023). Profit margin: 11% (down from 23% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 08Fourth quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 17th May 2024 Payment date: 3rd June 2024 Dividend yield will be 2.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 03Murphy Oil Corporation Announces Quarterly Dividend, Payable on June 3, 2024The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.30 per share, or $1.20 per share on an annualized basis. The dividend is payable on June 3, 2024, to stockholders of record as of May 20, 2024.
お知らせ • Apr 02Murphy Oil Corporation to Report Q1, 2024 Results on May 02, 2024Murphy Oil Corporation announced that they will report Q1, 2024 results Pre-Market on May 02, 2024
お知らせ • Mar 22Murphy Oil Corporation, Annual General Meeting, May 08, 2024Murphy Oil Corporation, Annual General Meeting, May 08, 2024, at 10:00 Central Daylight. Agenda: To consider the election of Directors; to consider advisory vote to approve executive compensation; to consider approval of the action of the Audit Committee of the Board of Directors in appointing KPMG LLP as the Company's independent registered public accounting firm for 2024; and to consider such other business as may properly come before the meeting.
Recent Insider Transactions • Feb 28Insider recently sold €1.1m worth of stockOn the 27th of February, Louis Utsch sold around 30k shares on-market at roughly €36.81 per share. This transaction amounted to 76% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.
Reported Earnings • Feb 26Full year 2023 earnings released: EPS: US$4.27 (vs US$6.23 in FY 2022)Full year 2023 results: EPS: US$4.27 (down from US$6.23 in FY 2022). Revenue: US$3.45b (down 12% from FY 2022). Net income: US$663.0m (down 31% from FY 2022). Profit margin: 19% (down from 25% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 09Upcoming dividend of US$0.30 per share at 3.1% yieldEligible shareholders must have bought the stock before 16 February 2024. Payment date: 04 March 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (3.1%).
お知らせ • Feb 08Murphy Oil Corporation Promotes Eric M. Hambly to Position of President and Chief Operating Officer and E. Ted Botner to Executive Vice PresidentMurphy Oil Corporation announced the following promotions, effective February 1, 2024. The Board of Directors has appointed Eric M. Hambly to the role of President and Chief Operating Officer and E. Ted Botner to Executive Vice President. Mr. Hambly and Mr. Botner will continue to report to Roger W. Jenkins, Chief Executive Officer. Over his 18-year career with Murphy, Mr. Hambly has played a vital role in the success of Murphy’s global exploration and production operations. He has earned roles with increasing responsibilities primarily focusing on offshore operations in the Gulf of Mexico and Malaysia, as well as onshore operations in the US and Canada. He was promoted to his current position as Executive Vice President, Operations in 2020. Mr. Hambly earned bachelor’s and master’s degrees in chemical engineering from Brigham Young University and has completed the Advanced Management Program at Harvard Business School. Joining Murphy in 2001 as an attorney, Mr. Botner has held several positions with increasing responsibilities in the US and Malaysia culminating in 2020 to his current role as Senior Vice President, General Counsel and Corporate Secretary. Mr. Botner will maintain his role of General Counsel and Corporate Secretary. Mr. Botner earned bachelor’s degrees in arts and business administration from the University of Texas, a Master of Business Administration from Southern Methodist University and a law degree from the University of Arkansas.
Declared Dividend • Jan 28Fourth quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 16th February 2024 Payment date: 4th March 2024 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 4.7% over the next 3 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jan 25Full year 2023 earnings released: EPS: US$4.27 (vs US$6.23 in FY 2022)Full year 2023 results: EPS: US$4.27 (down from US$6.23 in FY 2022). Revenue: US$3.46b (down 11% from FY 2022). Net income: US$663.0m (down 31% from FY 2022). Profit margin: 19% (down from 25% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 25+ 1 more updateMurphy Oil Corporation Provides Production Guidance for the First Quarter and Full Year 2024Murphy Oil Corporation provided production guidance for first quarter and full year 2024. For the quarter, the company expects total net production to be 163,000 BOEPD to 171,000 BOEPD.For the full year, the company expects total net production to be 180,000 BOEPD to 188,000 BOEPD.
お知らせ • Dec 28Murphy Oil Corporation to Report Q4, 2023 Results on Jan 25, 2024Murphy Oil Corporation announced that they will report Q4, 2023 results Pre-Market on Jan 25, 2024
Buying Opportunity • Dec 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be €48.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 0.1% per annum. Earnings is also forecast to decline by 4.1% per annum over the same time period.
お知らせ • Nov 03Murphy Oil Corporation Provides Production Guidance for the Fourth Quarter and Full Year 2023Murphy Oil Corporation raised production guidance for fourth quarter and full year 2023. Production for fourth quarter 2023 is estimated to be in the range of 181.5 to 189.5 MBOEPD with 95 MBOPD, or 51%, oil volumes. This range includes planned downtime of 500 BOEPD in the Gulf of Mexico and 1.5 MBOEPD onshore. Production is also impacted by mechanical issues in two operated Gulf of Mexico wells, with plans in place for workovers in 2024.The company is raising its full year 2023 production range to 185 to 187 MBOEPD, consisting of approximately 53% oil and 59% liquids volumes. This represents a 3 MBOEPD increase in the midpoint from the previous range.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$1.65 (vs US$3.40 in 3Q 2022)Third quarter 2023 results: EPS: US$1.65 (down from US$3.40 in 3Q 2022). Revenue: US$959.6m (down 18% from 3Q 2022). Net income: US$255.8m (down 52% from 3Q 2022). Profit margin: 27% (down from 45% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 87% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 03Upcoming dividend of US$0.28 per share at 2.4% yieldEligible shareholders must have bought the stock before 10 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.8%).
お知らせ • Oct 05Murphy Oil Corporation Declares Dividend for the Third Quarter of 2023, Payable December 1, 2023The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the common stock of Murphy Oil Corporation of $0.275 per share, or $1.10 per share on an annualized basis. The dividend is payable on December 1, 2023, to stockholders of record as of November 13, 2023.
お知らせ • Sep 26Murphy Oil Corporation to Report Q3, 2023 Results on Nov 02, 2023Murphy Oil Corporation announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023
お知らせ • Sep 16An unknown buyer completed the acquisition of Kaybob Duvernay and Non-Operated Placid Montney Assets from Murphy Oil Corporation (NYSE:MUR).An unknown buyer agreed to acquire Kaybob Duvernay and Non-Operated Placid Montney Assets from Murphy Oil Corporation (NYSE:MUR) for CAD 150 million on July 31, 2023. The transaction is anticipated to close in the third quarter of 2023, subject to closing conditions and adjustments. No gain or loss is anticipated in relation to this transaction. The assets to be divested include the Saxon and Simonette areas of the Kaybob Duvernay, where Murphy holds a 70 percent working interest as operator, as well as Murphy’s 30 percent working interest in the Placid Montney assets operated by Athabasca Oil Corporation. Also included are batteries, pipelines and the assumption of related processing and marketing contracts. Scotiabank, Inc. acted as financial advisor to Murphy Oil Corporation. An unknown buyer completed the acquisition of Kaybob Duvernay and Non-Operated Placid Montney Assets from Murphy Oil Corporation (NYSE:MUR) on September 15, 2023. After closing adjustments, Murphy received cash proceeds of approximately CAD141 million and there is no cash tax liability expected with this transaction.
Recent Insider Transactions • Aug 11Independent Director recently sold €4.0m worth of stockOn the 8th of August, Robert Murphy sold around 100k shares on-market at roughly €39.55 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.
お知らせ • Aug 04An unknown buyer agreed to acquire Kaybob Duvernay and Non-Operated Placid Montney Assets from Murphy Oil Corporation (NYSE:MUR) for CAD 150 million.An unknown buyer agreed to acquire Kaybob Duvernay and Non-Operated Placid Montney Assets from Murphy Oil Corporation (NYSE:MUR) for CAD 150 million on July 31, 2023. The transaction is anticipated to close in the third quarter of 2023, subject to closing conditions and adjustments. No gain or loss is anticipated in relation to this transaction. The assets to be divested include the Saxon and Simonette areas of the Kaybob Duvernay, where Murphy holds a 70 percent working interest as operator, as well as Murphy’s 30 percent working interest in the Placid Montney assets operated by Athabasca Oil Corporation. Also included are batteries, pipelines and the assumption of related processing and marketing contracts.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.63 (vs US$2.26 in 2Q 2022)Second quarter 2023 results: EPS: US$0.63 (down from US$2.26 in 2Q 2022). Revenue: US$814.6m (down 32% from 2Q 2022). Net income: US$98.9m (down 72% from 2Q 2022). Profit margin: 12% (down from 29% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 4.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be €44.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 4.7% per annum. Earnings is also forecast to decline by 18% per annum over the same time period.
お知らせ • Jul 06Murphy Oil Corporation to Report Q2, 2023 Results on Aug 03, 2023Murphy Oil Corporation announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 03, 2023
お知らせ • Jun 25Murphy Oil Corporation(NYSE:MUR) dropped from Russell Small Cap Comp Growth IndexMurphy Oil Corporation(NYSE:MUR) dropped from Russell Small Cap Comp Growth Index
Recent Insider Transactions • May 19Executive VP & CFO recently sold €473k worth of stockOn the 18th of May, Thomas Mireles sold around 15k shares on-market at roughly €32.63 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Thomas has been a net seller over the last 12 months, reducing personal holdings by €1.2m.
Upcoming Dividend • May 05Upcoming dividend of US$0.28 per share at 3.3% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.8%).
お知らせ • May 04Murphy Oil Corporation Provides Production Guidance for the Second Quarter and Full Tear 2023Murphy Oil Corporation provided production guidance for the second quarter and full tear 2023. The company reaffirmed its full year 2023 production range of 175.5 to 183.5 MBOEPD, consisting of approximately 55% oil and 61% liquids volumes. Production for second quarter 2023 is estimated to be in the range of 173 to 181 MBOEPD with 95 MBOPD, or 54%, oil volumes. This range includes planned downtime of 6.7 MBOEPD offshore and 3.0 MBOEPD onshore.
Reported Earnings • May 04First quarter 2023 earnings released: EPS: US$1.23 (vs US$0.73 loss in 1Q 2022)First quarter 2023 results: EPS: US$1.23 (up from US$0.73 loss in 1Q 2022). Revenue: US$841.7m (down 3.4% from 1Q 2022). Net income: US$191.4m (up US$304.2m from 1Q 2022). Profit margin: 23% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses. Revenue is expected to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$6.23 (vs US$0.47 loss in FY 2021)Full year 2022 results: EPS: US$6.23 (up from US$0.47 loss in FY 2021). Revenue: US$3.90b (up 71% from FY 2021). Net income: US$967.1m (up US$1.04b from FY 2021). Profit margin: 25% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Oil reserves and sales price Proven reserves: 303.6 MMbbls Average sales price/bbl (hedged): US$94.89 Gas reserves and sales price Proven reserves: 2219.9 Bcf Average sales price/mcf (hedged): US$3.66 LNG reserves Proven reserves: 41.7 MMbbls Combined production and costs Oil equivalent production: 60.96 MMboe (57.63 MMboe in FY 2021) Average production cost/Boe: US$11.43 (US$9.36/Boe in FY 2021) Revenue is expected to decline by 4.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Feb 17Insider recently sold €442k worth of stockOn the 14th of February, Louis Utsch sold around 11k shares on-market at roughly €40.53 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 09VP & Controller recently sold €304k worth of stockOn the 6th of February, Paul Vaughan sold around 8k shares on-market at roughly €38.47 per share. This transaction amounted to 63% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €7.3m. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months.
Upcoming Dividend • Feb 03Upcoming dividend of US$0.28 per share at 2.7% yieldEligible shareholders must have bought the stock before 10 February 2023. Payment date: 01 March 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.3%).
お知らせ • Jan 27+ 1 more updateMurphy Oil Corporation Provides Production Guidance for the Full Year and First Quarter of 2023Murphy Oil Corporation provided production guidance for the full year and first quarter of 2023. Full year 2023 production is expected to be in the range of 175.5 to 183.5 MBOEPD, consisting of approximately 99 MBOPD oil and 109 MBOEPD liquids volumes, equating to 55% oil and 61% liquids volumes, respectively.Production for first quarter 2023 is estimated to be in the range of 161 to 169 MBOEPD with 92 MBOPD, or 56%, oil volumes. This range is impacted by planned downtime of approximately 7.1 MBOEPD, consisting of 2.0 MBOEPD of operated offshore downtime, 2.5 MBOEPD of non-operated offshore downtime and 2.6 MBOEPD of onshore downtime.
Reported Earnings • Jan 27Full year 2022 earnings released: EPS: US$6.23 (vs US$0.47 loss in FY 2021)Full year 2022 results: EPS: US$6.23 (up from US$0.47 loss in FY 2021). Revenue: US$4.22b (up 51% from FY 2021). Net income: US$967.1m (up US$1.04b from FY 2021). Profit margin: 23% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Oil reserves Proven reserves: 287 MMbbls Gas reserves Proven reserves: 2214 Bcf LNG reserves Proven reserves: 41 MMbbls Combined production and costs Oil equivalent production: 60.96 MMboe (57.63 MMboe in FY 2021) Average production cost/Boe: US$11.43 (US$9.36/Boe in FY 2021) Revenue is expected to decline by 8.1% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 8.1%. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 30Murphy Oil Corporation to Report Q4, 2022 Results on Jan 26, 2023Murphy Oil Corporation announced that they will report Q4, 2022 results Pre-Market on Jan 26, 2023
Recent Insider Transactions • Nov 16CEO, President & Director recently sold €7.3m worth of stockOn the 11th of November, Roger Jenkins sold around 150k shares on-market at roughly €48.92 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Roger has been a net seller over the last 12 months, reducing personal holdings by €15m.
Recent Insider Transactions • Nov 11Independent Director recently sold €2.4m worth of stockOn the 8th of November, Robert Murphy sold around 50k shares on-market at roughly €47.67 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.
Reported Earnings • Nov 04Third quarter 2022 earnings releasedThird quarter 2022 results: Net income: US$528.9m (up 385% from 3Q 2021). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Oil and Gas industry in Germany.
お知らせ • Nov 04Murphy Oil Corporation Provides Production Guidance for the Fourth Quarter and Full Year of 2022Murphy Oil Corporation provided production guidance for the fourth quarter and full year of 2022. Full year 2022 production guidance is being revised to a range of 164 to 172 MBOEPD, with a production mix of approximately 54 percent oil and 60 percent total liquids volumes. Fourth quarter 2022 production is estimated to be in the range of 173.5 to 181.5 MBOEPD with 55 percent oil volumes. This range is impacted by 9.5 MBOEPD of total offshore downtime, including 1.6 MBOEPD for downstream weather impacts associated with Hurricane Ian, as well as an estimated 10.5 MBOEPD for forecasted Tupper Montney royalties. Both production and CAPEX guidance ranges exclude Gulf of Mexico NCI.
Upcoming Dividend • Nov 03Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 10 November 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (1.0%).
お知らせ • Oct 06Murphy Oil Corporation Declares Quarterly Cash Dividend on the Common Stock, Payable on December 1, 2022Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.25 per share, or $1.00 per share on an annualized basis. The dividend is payable on December 1, 2022, to stockholders of record as of November 14, 2022.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €39.74, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 154% over the past three years.
お知らせ • Oct 01Murphy Oil Corporation to Report Q3, 2022 Results on Nov 03, 2022Murphy Oil Corporation announced that they will report Q3, 2022 results Pre-Market on Nov 03, 2022
Recent Insider Transactions • Sep 14Independent Director recently sold €201k worth of stockOn the 13th of September, T. Collins sold around 5k shares on-market at roughly €40.30 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €202k. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 08Insider recently sold €168k worth of stockOn the 2nd of September, John Gardner sold around 4k shares on-market at roughly €39.40 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €428k. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 23Executive VP & CFO recently sold €202k worth of stockOn the 22nd of August, Thomas Mireles sold around 6k shares on-market at roughly €36.47 per share. In the last 3 months, there was an even bigger sale from another insider worth €7.8m. Thomas has been a seller over the last 12 months, reducing personal holdings by €288k.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$2.26 (vs US$0.41 loss in 2Q 2021)Second quarter 2022 results: EPS: US$2.26 (up from US$0.41 loss in 2Q 2021). Revenue: US$1.20b (up 58% from 2Q 2021). Net income: US$351.5m (up US$414.5m from 2Q 2021). Profit margin: 29% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 32% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 05Murphy Oil Corporation Provides Production Guidance for the Third Quarter and Full Year of 2022Murphy Oil Corporation provided production guidance for the third quarter and full year of 2022. For the quarter, the company expects production is estimated to be in the range of 180 MBOEPD to 188 MBOEPD with 49% oil volumes.For the year, the company expects production guidance to 168 MBOEPD to 176 MBOEPD, with a production mix of approximately 52% oil and 58% total liquids volumes. This represents a new annual production midpoint of 172 MBOEPD, compared to the previous midpoint of 168 MBOEPD.
お知らせ • Aug 04Murphy Oil Corporation Declares Quarterly Cash Dividend, Payable on September 1, 2022The Board of Directors of Murphy Oil Corporation declared a quarterly cash dividend on the Common Stock of Murphy Oil Corporation of $0.25 per share, or $1.00 per share on an annualized basis. This amount represents a 43% increase from the previous quarter and a 100% increase from fourth quarter 2021. The dividend is payable on September 1, 2022, to stockholders of record as of August 15, 2022.
お知らせ • Jun 30Murphy Oil Corporation to Report Q2, 2022 Results on Aug 04, 2022Murphy Oil Corporation announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Aug 04, 2022
お知らせ • Jun 29Murphy Oil Corporation Announces Executive ChangesMurphy Oil Corporation announced that on June 27, 2022, Christopher D. Hulse, Vice President and Controller, the Company's principal accounting officer, plans to leave the Company to pursue other opportunities on August 5, 2022, and that, effective July 1, 2022, Paul D. Vaughan has been elected as the Company's Vice President and Controller, in which capacity Mr. Vaughan will serve as the Company's principal accounting officer. Mr. Vaughn, age 55, began his career in the finance department with the Company in 1998, holding roles with increasing responsibility, culminating in his current position in 2017 of Vice President and Controller, US, Central and South America, for the Company's wholly owned subsidiary, Murphy Exploration and Production Company. Mr. Vaughan holds a bachelor's degree in Accounting from the University of Alabama and a bachelor's degree in History from Samford University. In his new role, Mr. Vaughan will also serve as Murphy's principal accounting officer and report to Thomas J. (Tom) Mireles, incoming Executive Vice President and Chief Finance Officer.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €34.49, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 76% over the past three years.
Recent Insider Transactions • Jun 02CEO, President & Director recently sold €7.8m worth of stockOn the 31st of May, Roger Jenkins sold around 194k shares on-market at roughly €40.14 per share. This was the largest sale by an insider in the last 3 months. This was Roger's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to €37.68, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 92% over the past three years.
Recent Insider Transactions • May 13Independent Director recently sold €85k worth of stockOn the 10th of May, Elisabeth Keller sold around 3k shares on-market at roughly €30.75 per share. In the last 3 months, there was an even bigger sale from another insider worth €211k. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €31.40, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €60.49 per share.
