Murphy Oil Corporation

NYSE:MUR 株式レポート

時価総額:US$5.7b

Murphy Oil マネジメント

マネジメント 基準チェック /34

Murphy Oilの CEO はEric Hamblyで、 Feb2024年に任命され、 の在任期間は 2.33年です。 の年間総報酬は$ 7.65Mで、 12.4%給与と87.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.29%を直接所有しており、その価値は$ 16.55M 。経営陣と取締役会の平均在任期間はそれぞれ3.9年と10.4年です。

主要情報

Eric Hambly

最高経営責任者

US$7.7m

報酬総額

CEO給与比率12.42%
CEO在任期間2.3yrs
CEOの所有権0.3%
経営陣の平均在職期間3.9yrs
取締役会の平均在任期間10.4yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 03

MUR: Higher Long Term Oil Prices Will Support Stronger Future Cash Returns

Murphy Oil's analyst price targets have moved higher, with the fair value estimate rising from $55.62 to $60.18 as analysts factor in higher long-term oil price assumptions, tighter supply conditions, and adjusted P/E expectations across the sector. Analyst Commentary Recent Street research on Murphy Oil points to a more constructive tone, with a series of price target increases and rating upgrades tied mainly to higher assumed long term oil prices, tighter supply expectations, and updated valuation frameworks across exploration and production stocks.
分析記事 May 15

Murphy Oil's (NYSE:MUR) Problems Go Beyond Weak Profit

The market wasn't impressed with the soft earnings from Murphy Oil Corporation ( NYSE:MUR ) recently. Our analysis has...
Seeking Alpha May 08

Murphy Oil: Aggressive Choices Vindicated

Summary Murphy Oil is allocating more capital to exploration. MUR’s Vietnam program stands out for lower risk and significant reserve additions. Production in Côte d’Ivoire remains on hold pending a favorable pricing agreement. Planning for fiscal 2027 is underway amid expectations of sustained higher commodity prices. Vietnam currently shows a 100% well success rate and near-term production growth potential. Read the full article on Seeking Alpha
ナラティブの更新 May 01

MUR: Future Cash Returns Will Rely On Oil Prices And Exploration Outcomes

The analyst price target for Murphy Oil has increased from $32.40 to $41.93 as analysts factor in updated oil price assumptions, a revised P/E outlook of about 14.5x, and modestly higher profit margin expectations, while keeping discount rate assumptions broadly unchanged. Analyst Commentary Recent Street research on Murphy Oil centers on revised oil price decks, valuation multiples and the impact of geopolitical risk on long term cash generation.
ナラティブの更新 Apr 17

MUR: Higher Oil Price Decks Will Support Stronger Future Cash Returns

Murphy Oil's analyst price target has been revised slightly higher by a few dollars. Analysts point to updated oil price assumptions, a modestly lower future P/E, and small tweaks to revenue growth and profit margin expectations as key drivers behind the change.
ナラティブの更新 Apr 02

MUR: Higher Long Term Oil Price Decks Will Drive Future Upside

The analyst price target for Murphy Oil has been revised from $37 to about $56, as analysts factor in higher long term oil price assumptions, modestly softer margin and growth inputs, and a higher future P/E multiple supported by a wave of recent target increases and ratings upgrades across major firms. Analyst Commentary Recent Street research around Murphy Oil has turned more constructive, with several firms lifting price targets and upgrading ratings as they reset long term oil price assumptions and valuation frameworks.
ナラティブの更新 Mar 18

MUR: Future Cash Returns Will Be Limited By Exploration And Cash Flow Risks

Analysts have nudged the fair value estimate for Murphy Oil higher to $32.40, reflecting updated oil price assumptions, a lower discount rate, and revised expectations for revenue growth, margins, and future P/E multiples following a series of recent price target increases across the Street. Analyst Commentary Recent Street research shows a clear split between bullish and cautious views on Murphy Oil, with most of the debate centered on how higher oil price assumptions, geopolitical risk, and execution on exploration projects should feed into valuation, cash flow potential, and appropriate P/E multiples.
ナラティブの更新 Mar 05

MUR: Exploration Outcomes In Cote D'Ivoire And Vietnam Will Shape Outlook

Analysts have nudged their price expectations for Murphy Oil higher, with the updated fair value moving to $37.00 as they weigh mixed target revisions across the Street, along with exploration updates in Cote d'Ivoire and Vietnam. Analyst Commentary Street research on Murphy Oil has been mixed, with several firms adjusting price targets in both directions and maintaining largely neutral ratings.
ナラティブの更新 Mar 03

MUR: Future Cash Returns Will Be Constrained By Weaker Free Cash Flow

Analysts have lowered their average price target on Murphy Oil by a few dollars to around $31. This reflects a mix of recent revisions, balancing reduced targets from several firms with a smaller number of increases tied to views on project execution, free cash flow strength, and capital return capacity.
ナラティブの更新 Feb 17

MUR: Future Cash Flow And Vietnam Projects Will Shape Balanced Risk Reward

Analysts have adjusted our Murphy Oil fair value estimate to $30.73 from $28.93. This reflects updated views on growth, profitability and valuation after a mix of recent target cuts and raises across the Street.
ナラティブの更新 Feb 03

MUR: Vietnam Appraisal Optimism Will Likely Outrun Weaker Free Cash Flow Profile

Analysts have nudged their average price targets on Murphy Oil slightly higher to about $22.29, reflecting a blend of recent target increases tied to Vietnam appraisal progress and cash flow estimates, alongside several modest target cuts that factor in execution risks and sensitivity to weaker oil prices. Analyst Commentary Recent commentary on Murphy Oil highlights a split view, with some firms lifting price targets around the Hai Su Vang appraisal progress in Vietnam and stronger cash flow estimates, while others are trimming targets to reflect execution and commodity price risk.
ナラティブの更新 Jan 20

MUR: Vietnam Appraisal Optimism Will Likely Outrun Free Cash Flow Strength

Analysts have nudged their price targets on Murphy Oil higher by up to US$3, citing stronger cash flow estimates, production guidance that came in above prior expectations, and growing optimism around the Hai Su Vang appraisal and potential Vietnam update. Analyst Commentary Recent research has been mixed, with several firms lifting their price targets while still flagging execution risks, cash flow sensitivity and valuation constraints versus peers.
分析記事 Jan 06

We Like These Underlying Return On Capital Trends At Murphy Oil (NYSE:MUR)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
ナラティブの更新 Jan 05

MUR: Future Cash Flow Will Likely Lag Despite Stronger Production Guidance

Analysts have nudged their targets on Murphy Oil higher overall, with price objectives now ranging from about $25 to $34. This reflects updated views on cash flow, production guidance, and operating costs.
ナラティブの更新 Dec 14

MUR: Future Cash Flow May Disappoint Despite Higher Production Guidance

Analysts have modestly trimmed their fair value estimate for Murphy Oil by $1 to $22 per share, balancing cautious assumptions on long term revenue growth and margins against improving cash flow forecasts and higher production outlooks. These developments have led several firms to raise their price targets into the mid to high $20s and low $30s.
ナラティブの更新 Nov 28

MUR: Future Cash Flow Stability And Production Execution Will Balance Industry Uncertainties

Murphy Oil's analyst price target was recently increased by $0.60. Analysts attribute this change to improved production guidance and rising cash flow expectations.
ナラティブの更新 Nov 14

MUR: Future Cash Flow Strength And Execution Will Offset Margin Pressures Ahead

Murphy Oil’s analyst price target has increased from $27.53 to $28.33 per share, as analysts cite stronger production forecasts, higher cash flow estimates, and improving industry outlooks as the primary drivers for the upward revision. Analyst Commentary Street research on Murphy Oil following recent earnings and operational updates has highlighted areas of both optimism and caution among analysts.
分析記事 Jul 20

Returns On Capital At Murphy Oil (NYSE:MUR) Have Stalled

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Seeking Alpha Jan 31

Murphy Oil: The Chances Of Finding An Elephant Are Still Realistic

Summary The company holds game-changing prospects and maintains a strong balance sheet under new CEO leadership. MUR focuses on steady growth, though offshore projects cause earnings to be 'bumpy' due to significant project impacts and routine maintenance downtimes. Net debt is at its lowest levels in a long time. Murphy Oil keeps dividends low to be able to redirect funds to large projects. This year's earnings were lower than last year's earnings. But the potential to find an elephant still exists. This is a conservative way to go about it. Read the full article on Seeking Alpha
Seeking Alpha Jan 02

Murphy Oil Has Strong Return Potential

Summary Murphy Oil Corporation's diversified portfolio spans the Americas, with significant assets in the U.S., Canada, Mexico, and exploration in Vietnam, aiming for mid single-digit production growth. The company is committed to reducing long-term debt to $1 billion by mid-2025, enhancing financial stability and positioning for downturns. Murphy's 3.0 capital allocation strategy focuses on shareholder returns, with 50% of FCF allocated to buybacks and dividends, achieving double-digit returns. The primary risk is oil price volatility, which could impact cash flow and MUR shareholder returns, despite the company's strong asset base and strategic investments. Read the full article on Seeking Alpha
Seeking Alpha Nov 15

Murphy Oil Corporation: CEO Change Will Now Occur

Summary Roger Jenkins steps down as CEO, with Eric Hambly taking over. Murphy Oil aims for organic growth while maintaining exposure to potential elephants. The company is buying back stock due to undervaluation. Impressive interest rates and increased unsecured credit facilities highlight financial strength. The workover in the Gulf of Mexico was unusually large this year. Read the full article on Seeking Alpha
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新しいナラティブ Aug 29

Critical Operations And Share Buybacks Promising Bright Future In Oil Exploration

Murphy Oil's exploration focus, especially in Vietnam and the Gulf of Mexico, points to opportunities for revenue and reserve growth.

CEO報酬分析

Murphy Oil の収益と比較して、Eric Hambly の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$84m

Dec 31 2025US$8mUS$950k

US$104m

Sep 30 2025n/an/a

US$143m

Jun 30 2025n/an/a

US$285m

Mar 31 2025n/an/a

US$393m

Dec 31 2024US$5mUS$647k

US$410m

Sep 30 2024n/an/a

US$476m

Jun 30 2024n/an/a

US$592m

Mar 31 2024n/an/a

US$563m

Dec 31 2023US$5mUS$617k

US$663m

Sep 30 2023n/an/a

US$746m

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$5mUS$598k

US$967m

Sep 30 2022n/an/a

US$937m

Jun 30 2022n/an/a

US$517m

Mar 31 2022n/an/a

US$102m

Dec 31 2021US$4mUS$568k

-US$72m

Sep 30 2021n/an/a

-US$413m

Jun 30 2021n/an/a

-US$765m

Mar 31 2021n/an/a

-US$1b

Dec 31 2020US$3mUS$477k

-US$1b

Sep 30 2020n/an/a

-US$1b

Jun 30 2020n/an/a

-US$700m

Mar 31 2020n/an/a

-US$316m

Dec 31 2019US$4mUS$512k

US$85m

報酬と市場: Ericの 総報酬 ($USD 7.65M ) は、 US市場 ($USD 8.38M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Ericの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Eric Hambly (51 yo)

2.3yrs
在職期間
US$7,651,445
報酬

Mr. Eric M. Hambly was President, CEO, COO & Director of Murphy Oil Corporation from January 1, 2025. Mr. Hambly was President & COO of Murphy Oil Corporation from February 01, 2024 to January 1, 2025. Mr....


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Eric Hambly
President2.3yrsUS$7.65m0.29%
$ 16.6m
Thomas Mireles
Executive VP & CFO3.9yrsUS$4.30m0.14%
$ 7.9m
Maria Martinez
Senior Vice President of Human Resources7.8yrsUS$1.48m0.035%
$ 2.0m
E. Botner
Executive VP12.8yrsUS$3.05m0.17%
$ 9.8m
Daniel Hanchera
Senior Vice President of Business Development3.5yrsUS$1.90m0.025%
$ 1.4m
Atif Riaz
VP of Investor Relations & Treasurerless than a yearデータなし0.010%
$ 590.2k
Christopher Olson
Senior Vice President of Exploration and Subsurfaceno dataデータなしデータなし
Francisco Garcia
Senior Vice President of Development & Engineeringno dataデータなしデータなし
Paul Vaughan
VP & Controller3.9yrsデータなし0.018%
$ 1.0m
3.9yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: MURの経営陣は 経験豊富 であると考えられます ( 3.9年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Eric Hambly
President1.4yrsUS$7.65m0.29%
$ 16.6m
Claiborne Deming
Independent Non-Employee Chairman & Presiding Director33.4yrsUS$447.56k1.87%
$ 107.1m
Lawrence Dickerson
Independent Director11.8yrsUS$317.02k0.036%
$ 2.1m
Robert Murphy
Independent Director33.4yrsUS$358.31k1.48%
$ 84.7m
Laura Sugg
Independent Director11.3yrsUS$325.02k0.0056%
$ 319.5k
Robert Tudor
Independent Director1.7yrsUS$290.02k0.0065%
$ 373.9k
Jeffrey Nolan
Independent Director13.8yrsUS$329.40k0.43%
$ 24.5m
Michelle Earley
Independent Director5yrsUS$290.12k0%
$ 0
Elisabeth Keller
Independent Director9.5yrsUS$305.02k0.42%
$ 24.0m
Robert Ryan
Independent Director6.7yrsUS$320.02k0.040%
$ 2.3m
10.4yrs
平均在職期間
67.5yo
平均年齢

経験豊富なボード: MURの 取締役会 は経験豊富で 経験豊富 です ( 10.4年の平均在任期間)。


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2026/06/09 15:19
終値2026/06/09 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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 9 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

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