Murphy Oil Corporation

NYSE:MUR 주식 리포트

시가총액: US$4.6b

Murphy Oil 경영진

경영진 기준 점검 3/4

Murphy Oil CEO는 Eric Hambly, Feb2024 에 임명되었습니다 의 임기는 2.42 년입니다. 총 연간 보상은 $7.65M, 12.4% 급여 및 87.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $13.19M 가치에 해당하는 회사 주식의 0.29% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.6 년과 10.5 년입니다.

핵심 정보

Eric Hambly

최고경영자

US$7.7m

총 보수

CEO 급여 비율12.42%
CEO 재임 기간2.4yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간3.6yrs
이사회 평균 재임 기간10.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jul 01

MUR: Vietnam And Côte d'Ivoire Prospects Will Likely Balance Oil Price Volatility

The analyst price target for Murphy Oil has been revised from $22.29 to $35.00, reflecting updated views on oil price assumptions, unhedged oil exposure, Vietnam project catalysts, and a range of recent target changes from firms reacting to both macro oil trends and stock pullbacks. Analyst Commentary Recent research on Murphy Oil shows a wide range of opinions, with some analysts highlighting upside tied to oil exposure and Vietnam projects, while others flag risks related to commodity sensitivity and valuation.
Seeking Alpha Jun 25

Murphy Oil: Côte d'Ivoire Discovery Offers Unique Growth Opportunities

Summary Murphy Oil announced a significant Côte d’Ivoire offshore discovery. MUR will drill an appraisal well before year-end. Higher-than-expected cash flow is enabling an increased capital budget, with immediate allocation to appraise the new discovery. The discovery, while not supermajor-scale, offers MUR unique growth opportunities with less competition and manageable project size. The discovery well marks a turnaround in its higher-risk exploration efforts.  It is a totally reorganized process that management is likely watching closely. Read the full article on Seeking Alpha
내러티브 업데이트 Jun 17

MUR: Unhedged 2026 Oil Exposure And Vietnam Projects Will Drive Future Upside

The analyst price target for Murphy Oil is updated slightly higher to $48. Analysts point to the stock's recent pullback, unhedged oil exposure into 2026, and potential Vietnam project catalysts as key supports for their revised view.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 Mar 29

Is Murphy Oil (NYSE:MUR) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Mar 01

A Look At The Intrinsic Value Of Murphy Oil Corporation (NYSE:MUR)

Key Insights Murphy Oil's estimated fair value is US$29.99 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 Feb 02

Murphy Oil's (NYSE:MUR) Upcoming Dividend Will Be Larger Than Last Year's

Murphy Oil Corporation ( NYSE:MUR ) has announced that it will be increasing its dividend from last year's comparable...
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
분석 기사 Dec 12

Returns On Capital Are Showing Encouraging Signs At Murphy Oil (NYSE:MUR)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
분석 기사 Nov 23

We Think Murphy Oil (NYSE:MUR) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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
분석 기사 Nov 03

Benign Growth For Murphy Oil Corporation (NYSE:MUR) Underpins Its Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...

CEO 보수 분석

Eric Hambly의 보수는 Murphy Oil의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Eric의 총 보수(USD7.65M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.91M) 수준입니다.

보상과 수익: Eric의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Eric Hambly (51 yo)

2.4yrs
재임 기간
US$7,651,445
보수

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....


리더십 팀

이름직위재임 기간보수지분
Eric Hambly
President2.4yrsUS$7.65m0.29%
$ 13.2m
Thomas Mireles
Executive VP & CFO4yrsUS$4.30m0.14%
$ 6.3m
Maria Martinez
Senior Vice President of Human Resources7.8yrsUS$1.48m0.035%
$ 1.6m
Daniel Hanchera
Senior Vice President of Business Development3.6yrsUS$1.90m0.025%
$ 1.2m
Atif Riaz
VP of Investor Relations & Treasurerless than a year데이터 없음0.010%
$ 470.3k
Roger Landes
Interim General Counsel & Corporate Secretaryless than a year데이터 없음데이터 없음
Christopher Olson
Senior Vice President of Exploration and Subsurfaceno data데이터 없음데이터 없음
Francisco Garcia
Senior Vice President of Development & Engineeringno data데이터 없음데이터 없음
Paul Vaughan
VP & Controller4yrs데이터 없음0.018%
$ 834.0k
3.6yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 관리: MUR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.6 년).


이사회 구성원

이름직위재임 기간보수지분
Eric Hambly
President1.5yrsUS$7.65m0.29%
$ 13.2m
Claiborne Deming
Independent Non-Employee Chairman & Presiding Director33.5yrsUS$447.56k1.87%
$ 85.3m
Lawrence Dickerson
Independent Director11.9yrsUS$317.02k0.036%
$ 1.6m
Robert Murphy
Independent Director33.5yrsUS$358.31k1.48%
$ 67.5m
Laura Sugg
Independent Director11.4yrsUS$325.02k0.0056%
$ 254.5k
Robert Tudor
Independent Director1.8yrsUS$290.02k0.0065%
$ 298.0k
Jeffrey Nolan
Independent Director13.9yrsUS$329.40k0.43%
$ 19.5m
Michelle Earley
Independent Director5.1yrsUS$290.12k0%
$ 0
Elisabeth Keller
Independent Director9.6yrsUS$305.02k0.42%
$ 19.1m
Robert Ryan
Independent Director6.8yrsUS$320.02k0.040%
$ 1.8m
10.5yrs
평균 재임 기간
67.5yo
평균 나이

경험이 풍부한 이사회: MUR의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/06 22:55
종가2026/07/06 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.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Murphy Oil Corporation는 38명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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