EOG Resources, Inc.

NYSE:EOG 주식 리포트

시가총액: US$75.4b

EOG Resources 향후 성장

Future 기준 점검 0/6

EOG Resources 의 수익은 연간 0.06% 감소할 것으로 예상되는 반면, 연간 수익은 3.2% 로 증가할 것으로 예상됩니다. EPS는 연간 7.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.2% 로 예상됩니다.

핵심 정보

3.2%

이익 성장률

7.38%

EPS 성장률

Oil and Gas 이익 성장11.3%
매출 성장률-0.06%
향후 자기자본이익률18.23%
애널리스트 커버리지

Good

마지막 업데이트21 May 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • 10h

EOG Resources: $8.5 Billion Shareholder Rewards Inbound

Summary EOG Resources is positioned for stellar 2026 performance, driven by elevated oil prices and minimal hedging, enabling full upside capture. EOG expects to generate $8.5 billion in free cash flow in 2026, up from $4.8 billion in 2025, supporting robust shareholder returns. Management prioritizes aggressive share buybacks over special dividends, enhancing per-share metrics and enabling sustainable dividend growth. I maintain a "Buy" rating on EOG, forecasting a potential 45% total return through 2027 as buybacks and high cash flow drive share price appreciation. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 27

EOG: Future Cash Flow Will Track Higher Geopolitical Oil Price Assumptions

EOG Resources' updated fair value estimate has shifted to $155.48 from $149.73 as analysts recalibrate price targets around higher long term oil price decks, expectations for stronger profit margins, and modestly higher future P/E assumptions, even as modeled revenue growth is marked lower. Analyst Commentary Recent Street research on EOG Resources clusters around higher long term oil price assumptions, cash return potential, and inventory quality, with one outlier trimming the price target on more cautious views.
새로운 내러티브 • Apr 15

Future LNG Demand And Low Cost Gas Assets Will Drive Long Term Upside

Catalysts About EOG Resources EOG Resources is an exploration and production company focused on oil and natural gas development across a multi basin portfolio in North America and select international markets. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Apr 10

EOG: Future Cash Flow Will Reflect Geopolitical Oil Pricing And Inventory Optionality

Analysts have lifted the fair value estimate for EOG Resources by about $8 to $149.73, citing higher oil price assumptions, modest P/E multiple shifts and updated views on margins and long term cash generation. Analyst Commentary Street research on EOG Resources over recent months has been active, with multiple firms updating price targets and oil and gas assumptions.
내러티브 업데이트 • Mar 27

EOG: Future Cash Flow Will Reflect Geopolitical Oil Pricing And Inventory Concerns

The analyst price target for EOG Resources has moved up by about $7 to $142.10. Analysts attribute the revision to higher long term oil price assumptions, perceived underappreciated cash flow potential, and EOG's leverage to oil linked free cash flow.
내러티브 업데이트 • Mar 09

EOG: Future Cash Flow Will Reflect Geopolitical Price Risk And Production Outlook

Analysts have nudged their price targets for EOG Resources higher, with the updated fair value estimate rising about $2 to $134.86. This reflects adjustments to oil price assumptions, modest valuation multiple changes, and expectations for stronger free cash flow sensitivity to potential geopolitical supply risks.
내러티브 업데이트 • Feb 23

EOG: Future Cash Flow Will Reflect Mixed 2025 Guidance And Buyback Support

Analysts have made a small upward adjustment to their EOG Resources fair value estimate to about $133, reflecting a blend of slightly lower revenue growth expectations, improved profit margin assumptions toward roughly 24%, and a modestly lower future P/E outlook. Analyst Commentary Recent Street research around EOG Resources has been active, with multiple firms adjusting price targets and ratings in quick succession.
내러티브 업데이트 • Feb 09

EOG: Future Cash Flow Will Be Supported By 2025 Guidance And Buybacks

Analysts trimmed their fair value estimate for EOG Resources by about $1 to $132.63, reflecting a slightly higher discount rate, a modestly lower future P/E assumption, and updated price targets across the Street that factor in revised commodity price decks and recent rating changes. Analyst Commentary Recent Street research on EOG Resources has centered on fine tuning price targets and ratings as analysts update their commodity assumptions and company specific models.
내러티브 업데이트 • Jan 26

EOG: 2025 Production Guidance And Buybacks Will Support Future Cash Flow

Analysts have trimmed their price targets on EOG Resources by about US$2 to roughly US$133, citing slightly softer margin assumptions, modestly lower long term revenue growth inputs, and a somewhat higher future P/E multiple in their updated models. Analyst Commentary Recent research updates on EOG Resources cluster around slightly lower price targets and some rating changes, giving you a mix of optimism on execution and caution on valuation and future assumptions.
내러티브 업데이트 • Jan 10

EOG: Secular Gas Demand And 2025 Guidance Will Support Cash Flow Upside

Analysts have nudged their fair value estimate for EOG Resources slightly lower to $135.33 from $136.20, as recent price target adjustments across the Street balance updated 2025-2026 guidance with a mixed view on oil versus gas exposure. Analyst Commentary Recent Street commentary around EOG Resources reflects a split view, with some focusing on long term gas demand and capital efficiency, while others flag near term cash flow pressures and exposure to weaker realizations.
내러티브 업데이트 • Dec 25

EOG: Secular Gas Demand Will Drive Cash Flow Upside Ahead

Analysts have modestly trimmed their fair value estimate for EOG Resources by approximately $0.52 to about $136.20. This reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples following updated 2025 guidance and early 2026 outlook commentary across the energy coverage.
내러티브 업데이트 • Dec 11

EOG: Secular Gas Demand Will Drive Cash Flow Upside Through 2026

The analyst price target for EOG Resources has been nudged higher to approximately $138 from about $136, with analysts citing refreshed 2025 guidance, early 2026 commentary, and updated views on capital efficiency, gas leverage, and valuation versus peers. Analyst Commentary Recent Street research presents a mixed but generally constructive view on EOG Resources, with modest price target revisions and an ongoing debate about valuation versus large cap peers, cash flow sensitivity to gas prices, and the sustainability of capital efficiency gains into 2026.
내러티브 업데이트 • Nov 27

EOG: North American Gas Demand And Capital Efficiency Will Drive Upside In 2025

The analyst price target for EOG Resources was raised slightly by $0.61 to $137.81. Analysts cited updated 2025 guidance and evolving expectations for North American energy markets as key drivers of this change.
내러티브 업데이트 • Nov 12

EOG: Secular Gas Demand And Efficiency Gains Will Drive Continued Outperformance

Analysts have modestly adjusted their price target for EOG Resources, raising it by $0.07 to $137.20 per share. This reflects continued expectations for improving profit margins and revenue growth, despite cautious sentiment around capital efficiency and commodity pricing.
분석 기사 • Nov 10

EOG Resources, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

EOG Resources, Inc. ( NYSE:EOG ) investors will be delighted, with the company turning in some strong numbers with its...
내러티브 업데이트 • Oct 29

Productivity Gains And AI Adoption Will Drive Sector Leadership Ahead

Analysts have lowered their average price target for EOG Resources by approximately $2 to $137, citing expectations for modestly softer revenue growth, slightly reduced margins, and concerns over commodity price realizations and valuation compared to peers. Analyst Commentary Recent analyst reports reflect a divided sentiment on EOG Resources, with both optimistic and cautious perspectives regarding the company's future performance, valuation, and market environment.
내러티브 업데이트 • Oct 15

Encino And AI Will Enable Future Operational Efficiency

EOG Resources' analyst price target saw a modest decrease, dropping by approximately $0.28 to $139.17. Analysts cite near-term concerns about cash flow and valuation relative to peers, even though expectations for steady operational performance remain.
분석 기사 • Aug 05

EOG Resources (NYSE:EOG) Is Paying Out A Larger Dividend Than Last Year

EOG Resources, Inc. ( NYSE:EOG ) has announced that it will be increasing its dividend from last year's comparable...
분석 기사 • Jul 15

EOG Resources (NYSE:EOG) Will Pay A Dividend Of $0.975

The board of EOG Resources, Inc. ( NYSE:EOG ) has announced that it will pay a dividend of $0.975 per share on the 31st...
분석 기사 • Jun 24

EOG Resources' (NYSE:EOG) Dividend Will Be $0.975

EOG Resources, Inc.'s ( NYSE:EOG ) investors are due to receive a payment of $0.975 per share on 31st of July. Despite...
분석 기사 • Jun 18

Benign Growth For EOG Resources, Inc. (NYSE:EOG) Underpins Its Share Price

With a price-to-earnings (or "P/E") ratio of 11.2x EOG Resources, Inc. ( NYSE:EOG ) may be sending bullish signals at...
분석 기사 • May 30

EOG Resources (NYSE:EOG) Has Announced A Dividend Of $0.975

EOG Resources, Inc.'s ( NYSE:EOG ) investors are due to receive a payment of $0.975 per share on 31st of July. This...
Seeking Alpha • Feb 21

EOG Resources Leans Into Permian, Utica Growth

Summary EOG Resources is a $76.3 billion market cap company that pays a fixed dividend of 2.9%. It has a large share buyback program and sometimes pays an additional variable dividend. The company explores for and produces hydrocarbons primarily from the Permian and Eagle Ford basins. EOG's growth plans in the Permian and the Utica suggest a solid operational focus. Read the full article on Seeking Alpha
Seeking Alpha • Feb 03

EOG Resources Should Benefit From Tariffs

Summary New tariffs on Canadian oil will raise U.S. gas prices but boost profits for U.S. oil companies like EOG Resources. EOG Resources benefits from strong assets, reduced breakeven prices, and significant free cash flow, supporting its high dividend and share repurchases. EOG Resources' growth strategy includes increasing production efficiency and maintaining strong financial health, ensuring robust shareholder returns. Risks include fluctuating oil prices, but EOG Resources remains a valuable long-term investment due to its strong portfolio and consistent FCF generation. Read the full article on Seeking Alpha
Seeking Alpha • Jan 02

EOG Resources: A Top Pick For 2025 (Maintaining A Buy Rating)

Summary EOG Resources, Inc. is a top-tier shale producer with strong assets, minimal debt, and a shareholder-friendly approach, making it a compelling buy at current levels. The company's strategic acquisitions and efficient operations, particularly in the Delaware Basin and Utica shale, position it for sustained growth and high returns. Despite market volatility, EOG's robust dividend and potential for capital appreciation offer attractive income and growth prospects for investors. With a flowing barrel price of $69 and a conservative NPV estimate of $179 per share, EOG is undervalued and poised for future gains. Read the full article on Seeking Alpha
Seeking Alpha • Dec 20

EOG Resources Stock: Nowhere Near Cycle-Bottom, Why I'm Buying More

Summary EOG Resources, Inc. is currently trading 15% below its 52-week-high. But is it a good time to buy O&G stock when we are clearly nowhere near cycle-lows? In this update, I revisit my investment thesis for EOG stock, provide an update on its valuation and explain why I'm — cautiously — adding to my EOG position. My assessment of EOG's operations following the Q3 2024 results also includes O&G sector peers APA, HES, CVX and XOM. Read the full article on Seeking Alpha
Seeking Alpha • Dec 13

'Oil' Be Back - If You Like (Special) Dividends, You'll Love EOG Resources

Summary The energy sector, particularly EOG Resources, is undervalued and poised for growth despite current market sentiment favoring tech stocks and growth sectors. The Company boasts low breakeven prices, efficient production, and a strong balance sheet, ensuring robust shareholder returns through dividends and buybacks. EOG's strategic focus on high-margin opportunities and prudent expansion in the Permian Basin supports long-term growth and profitability. With a projected $21 billion in free cash flow from 2024 to 2026 at $80 WTI, EOG offers a compelling investment with a potential 29% yield over three years. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12

EOG Resources: Shareholder Value Creation Remains Top Priority For Management

Summary EOG Resources is shifting from dividends to share buybacks, indicating confidence in its undervalued stock and financial resilience through commodity cycles. The company plans to leverage its balance sheet, adding moderate debt to enhance shareholder returns with a focus on buybacks. EOG's Utica Shale production is expanding, with wells outperforming averages, showcasing management's careful, long-term growth approach. EOG Resources is a strong fit for both risk-averse and opportunistic investors in the energy sector. Read the full article on Seeking Alpha
Seeking Alpha • Sep 03

EOG Resources: Strong Dividend Growth With A Low-Cost Advantage Over Peers

Summary EOG Resources, an American energy company that engages in hydrocarbon exploration and production, is now a $72 billion (by market cap) O&G player. The company finished FY 2023 with net proved reserves at 4.5 billion barrels of oil equivalent. The company paid two special dividends in 2023, adding up to an additional $2.50/share. EOG Resources grew its revenue from $18 billion in FY 2014 to $24.2 billion in FY 2023, a compound annual growth rate of 3.3%. Read the full article on Seeking Alpha
Seeking Alpha • Aug 02

EOG Resources: This Market Leader Has Not Lost Its Shine

Summary EOG Resources has a strong history in the energy sector, leading in the Eagle Ford shale and early adoption in the Permian. The market focus on shareholder returns has impacted EOG's trading multiple, despite the company's commitment to returning cash to shareholders. EOG Resources has discoveries that require capital; the market does not like this. But, the potential is there to add value to the company's portfolio. Read the full article on Seeking Alpha
Seeking Alpha • Jun 20

EOG Resources: Calling A Buy On This Permian Belle

Summary EOG Resources, Inc. is a top-tier liquid-weighted shale producer with strong financial projections and stock price improvement potential. Despite the recent sell-off in oil-related assets, EOG Resources is trading at reasonable metrics and presents a potential entry point for investors. EOG Resources is committed to cost control, technology innovation, and capital return to shareholders, making it a strong investment option in the current market conditions. Read the full article on Seeking Alpha
Seeking Alpha • Jun 13

Undervalued And Underappreciated: Why EOG Resources Could Surge 40%

Summary EOG Resources, Inc. has consistently outperformed the Select Sector Energy ETF since its separation from Enron in 1999. Despite recent declines in stock price due to OPEC decisions, EOG remains a strong investment with a diverse multi-basin portfolio. With oil prices recovering and favorable trading conditions, EOG's operations and potential for growth make it a compelling investment opportunity. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:EOG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202824,1917,2576,37613,4455
12/31/202726,0877,5476,67513,4969
12/31/202628,3348,9547,83515,0009
3/31/202623,5705,4973,96610,721N/A
12/31/202522,6544,9803,45010,044N/A
9/30/202522,6545,5303,89110,195N/A
6/30/202522,7985,7324,52910,672N/A
3/31/202523,4796,0775,50911,529N/A
12/31/202423,4786,4035,77112,143N/A
9/30/202423,8647,1405,95512,484N/A
6/30/202424,1057,4975,05511,600N/A
3/31/202423,5347,3604,59210,988N/A
12/31/202323,2737,5945,15511,340N/A
9/30/202323,7277,8835,65511,680N/A
6/30/202325,2258,7078,03713,749N/A
3/31/202328,4319,3927,90513,520N/A
12/31/202229,6107,7596,09311,093N/A
9/30/202229,0347,4676,16310,815N/A
6/30/202226,6605,7083,8958,238N/A
3/31/202222,4884,3773,8077,749N/A
12/31/202119,7774,6644,9418,791N/A
9/30/202116,7413,0163,0696,746N/A
6/30/202113,8041,8792,4965,764N/A
3/31/202110,505621,6004,293N/A
12/31/20209,934-6051,5435,008N/A
9/30/202011,296-3051,7025,694N/A
6/30/202013,1933521,5466,542N/A
3/31/202016,4892,1093,0299,140N/A
12/31/201917,0762,735N/A8,163N/A
9/30/201917,1762,991N/A8,441N/A
6/30/201917,6763,567N/A8,569N/A
3/31/201917,5943,416N/A7,824N/A
12/31/201817,2663,419N/A7,769N/A
9/30/201816,3554,957N/A7,011N/A
6/30/201814,2973,866N/A5,783N/A
3/31/201812,4783,193N/A4,919N/A
12/31/201711,2882,583N/A4,265N/A
9/30/201710,20110N/A3,743N/A
6/30/20179,546-281N/A3,541N/A
3/31/20178,770-596N/A2,966N/A
12/31/20167,544-1,097N/A2,359N/A
9/30/20166,976-1,239N/A2,170N/A
6/30/20167,115-5,124N/A2,542N/A
3/31/20167,803-4,827N/A2,926N/A
12/31/20158,704-4,525N/A3,595N/A
9/30/201510,372-3,796N/A5,090N/A
6/30/201512,8171,384N/A6,295N/A

애널리스트 향후 성장 전망

수입 대 저축률: EOG 의 연간 예상 수익 증가율(3.2%)이 saving rate(3.5%) 미만입니다.

수익 vs 시장: EOG 의 연간 수익(3.2%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: EOG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: EOG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.06%).

고성장 매출: EOG 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -0.06%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: EOG의 자본 수익률은 3년 후 18.2%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 22:18
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

EOG Resources, Inc.는 64명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William SeleskyArgus Research Company
Joseph AllmanBaird
Thomas DriscollBarclays