Market Cap
$5.3B
MUR
MURPHY OIL CORP
$37.66 ▲ +0.51%
Prev close $37.47Market cap$5.3B
ConsensusStrong Sell
12-mo target$40.21 (+6.8%)
▼ Bearish
Analyst conviction 1/10
Insider Selling Cluster (2 insiders)25 New Institutional Positions21 Institutional Exits Traditional Energy
Snapshot
The big-picture read on MUR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (13%)
Inst. Holders
50 funds
Inst. Value
$3.5B
Inst. Activity
25 buys / 21 sells
Insider Activity
$0.00 buy / $1.9M sell
Insider Net $
-$1.9M
Social Sentiment
55° Neutral
SEC Reports
2
Congressional
1 trades
Price chart 30d +0.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: MUR — 70.2% short (0.4M / 0.6M)
Short: 403,934 | Exempt: 0 | TRF Vol: 575,762 | Short Ratio: 70.2% | Off-exchange volume (dark pool
Sep 30, 2026 Insider
DEMING CLAIBORNE P was granted 507 shares
Director
Sep 30, 2026 Insider
DEMING CLAIBORNE P was granted 1,115 shares
Director
Sep 30, 2026 Insider
Earley Michelle A was granted 31 shares
Director
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — TRIM
2,437,039 shares ($79.3M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC Allianz Asset Management GmbH — ADD
1,914,026 shares ($62.3M)
Murphy Oil Corp filed an 8-K announcing that EVP, General Counsel and Corporate Secretary E. Ted Botner is retiring effe
8-K — Impact 2/10
Murphy Oil Q1 2026 adjusted EPS of $0.32 beat the $0.31 consensus by 3.2%, and revenue of $732M exceeded the $715M estim
8-K — Impact 5/10
Analyst ratings buy % +225.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
13% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 15, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Sep 14, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 3, 2026 | Seaport Global | INITIATE | Neutral | 51% |
| Sep 2, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 14, 2026 | Barclays | DOWNGRADE | Underweight | 54% |
| Aug 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 13, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 10, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 3 | 12 | 7 | 1 | 13% | |
| Aug 1, 2026 | 0 | 2 | 13 | 6 | 1 | 9% | |
| Jul 1, 2026 | 0 | 2 | 13 | 6 | 1 | 9% | |
| Jun 1, 2026 | 0 | 2 | 15 | 6 | 1 | 8% | |
| May 1, 2026 | 0 | 2 | 16 | 6 | 1 | 8% | |
| Apr 1, 2026 | 1 | 5 | 15 | 2 | 0 | 26% | |
| Mar 1, 2026 | 0 | 1 | 17 | 7 | 1 | 4% | |
| Feb 1, 2026 | 0 | 1 | 17 | 7 | 1 | 4% |
Price targets
Where 14 covering analysts think MUR trades over the next 12 months.
$40.21 +6.8% upside Buy
Current$37.66 Low$32.00 Median$40.50 High$52.00 14 analysts
$32.00$52.00
Analyst rating Hold· 2.9/5 as of Oct 3, 2026
Social media sentiment mood +3.6%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
55°
Neutral
BearishNeutralBullish
Recent posts
Energy stocks when explosions are reported in Bandar Abbas
▲ 1 · 💬 1· ⚡ 0.5
My portfolio when explosions are reported in Bandar Abbas
▲ 1 · 💬 1· ⚡ 0.5
Oil chads absolutely railed nat gas virgins YTD - Who’s running next?
▲ 1 · 💬 1· ⚡ 0.5
Oil chads absolutely railed nat gas virgins YTD - Who’s running next?
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 3.5/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: MUR — 70.2% short (0.4M / 0.6M)
Short: 403,934 | Exempt: 0 | TRF Vol: 575,762 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: MUR — 73.0% short (0.5M / 0.6M)
Short: 455,377 | Exempt: 0 | TRF Vol: 623,424 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: MUR — 68.4% short (0.4M / 0.6M)
Short: 440,263 | Exempt: 469 | TRF Vol: 643,312 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: MUR — 83.1% short (0.6M / 0.7M)
Short: 554,411 | Exempt: 20 | TRF Vol: 667,498 | Short Ratio: 83.1% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: MUR — 83.3% short (0.6M / 0.7M)
Short: 612,380 | Exempt: 1,119 | TRF Vol: 734,951 | Short Ratio: 83.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.38 | $-0.18–$1.91 | -8.1% | +46.9% | 0↑ 11↓ | $0.7B | 13 |
| Next Q | $1.11 | $0.44–$2.42 | 692.7% | +29.3% | 4↑ 7↓ | $0.8B | 13 |
| Current FY | $3.26 | $1.44–$6.22 | 138.1% | +13.5% | 2↑ 10↓ | $3.2B | 15 |
| Next FY | $3.18 | $1.47–$5.65 | -2.6% | +8.2% | 3↑ 9↓ | $3.1B | 14 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.377 | — |
| 7d ago | $0.352 | +0.024 |
| 30d ago | $0.256 | +0.120 |
| 60d ago | $0.738 | -0.362 |
| 90d ago | $0.976 | -0.600 |
Institutional ownership
Which big funds own MUR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.5B total value (108,033,617 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 25 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,241,833 | $626.5M | 17.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 8,386,298 | $273.1M | 7.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,768,499 | $252.9M | 7.2% | — |
| AMERICAN CENTURY COMPANIES INC | 7,316,708 | $238.2M | 6.8% | ADD +59.9% |
| STATE STREET CORP | 7,305,789 | $237.9M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,114,588 | $199.1M | 5.7% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,112,517 | $166.5M | 4.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,366,590 | $142.2M | 4.0% | — |
| EARNEST PARTNERS LLC | 2,876,215 | $93.6M | 2.7% | — |
| FMR LLC | 2,765,612 | $90.0M | 2.6% | TRIM -66.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 3,310,884 | 2,437,039 | -26.4% | $79.3M |
| Allianz Asset Management GmbH | ADD | 1,493,790 | 1,914,026 | +28.1% | $62.3M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 1,993,985 | 1,204,310 | -39.6% | $39.2M |
| CITADEL ADVISORS LLC | ADD | 805,144 | 1,012,557 | +25.8% | $33.0M |
| UBS Group AG | TRIM | 1,376,810 | 866,398 | -37.1% | $28.2M |
| First Eagle Investment Management, LLC | DOUBLED | 206,000 | 497,400 | +141.5% | $16.2M |
| Bridgewater Associates, LP | DOUBLED | 19,868 | 369,028 | +1757.4% | $12.0M |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 607,154 | 363,221 | -40.2% | $11.8M |
| FEDERATED HERMES, INC. | DOUBLED | 132,286 | 304,013 | +129.8% | $9.9M |
| CAPITAL FUND MANAGEMENT S.A. | DOUBLED | 39,635 | 193,760 | +388.9% | $6.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$1.9M — $0.00 bought, $1.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | DEMING CLAIBORNE P | Director | AWARD | 507 | — | — |
| Sep 30, 2026 | DEMING CLAIBORNE P | Director | AWARD | 1,115 | — | — |
| Sep 30, 2026 | Earley Michelle A | Director | AWARD | 31 | — | — |
| Sep 30, 2026 | Nolan Jeffrey W | Director | AWARD | 743 | — | — |
| Aug 31, 2026 | Ecklund Michol L | SVP, CLO & Corporate Secretary | AWARD | 25,500 | — | — |
| Aug 31, 2026 | Ecklund Michol L | SVP, CLO & Corporate Secretary | AWARD | 25,500 | — | — |
| Jul 1, 2026 | Nolan Jeffrey W | Director | D | 2,174 | $31.51 | $68.5K |
| Jul 1, 2026 | Nolan Jeffrey W | Director | EXERCISE | 2,174 | — | — |
| Jun 30, 2026 | BOTNER E TED | EXERCISE | 15,400 | — | — | |
| Jun 30, 2026 | BOTNER E TED | EXERCISE | 8,790 | — | — |
Congressional trades
MUR trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 20, 2026 | Michael McCaul | R | HOUSE | SELL | $50,001 - $100,000 | Murphy Oil Corp | Mar 12, 2026(21d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MUR.
Shares short
10,084,227
Settlement Sep 15, 2026
Change vs prior
-4.2%
Semi-monthly cycle
Days to cover
6.6
At avg daily volume
Of shares outstanding
≈7.0%
Estimate — not % of float
All MUR filing & press-release reports (2)
- 8-K reportJun 11, 2026
- 8-K reportMay 6, 2026