Market Cap
$6.3B
MGY
Magnolia Oil & Gas Corp
$24.18 ▲ +0.46%
Prev close $24.07Market cap$6.3B
ConsensusBuy
12-mo target$32.75 (+35.4%)
▲ Bullish
Analyst conviction 7/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)27 New Institutional Positions23 Institutional Exits Traditional Energy
Snapshot
The big-picture read on MGY right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (65%)
Inst. Holders
50 funds
Inst. Value
$4.3B
Inst. Activity
27 buys / 23 sells
Insider Activity
$326.9K buy / $10.8M sell
Insider Net $
-$10.5M
SEC Reports
7
Congressional
1 trades
Price chart 30d -11.7%
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: MGY — 72.6% short (1.1M / 1.6M)
Short: 1,130,346 | Exempt: 2,018 | TRF Vol: 1,557,965 | Short Ratio: 72.6% | Off-exchange volume (da
Sep 24, 2026 Insider
Stavros Christopher G was granted 25,044 shares
CEO & CHAIRMAN
Sep 24, 2026 Insider
Yang Timothy D. was granted 13,392 shares
EVP, CHIEF LEGAL & COMM & SEC
Sep 24, 2026 Insider
Yang Timothy D. surrendered for taxes 5,270 shares
EVP, CHIEF LEGAL & COMM & SEC @ $24.74 ($130.4K)
Sep 2, 2026 Event
Aug 12, 2026 SEC HSR Early Termination: WildFire Energy I LLC; Magnolia Oil & Gas Corporation
The FTC granted early termination of the HSR Act waiting period for a transaction involving WildFire
Two directors at Magnolia Oil & Gas made open-market purchases totaling $323K within a week of the company's strong Q2 2
CLUSTER — Impact 4/10
Magnolia Oil & Gas reported a massive Q2 2026 beat with EPS of $0.99 (adj.) vs $0.94 consensus, revenue of $478.8M vs $4
8-K — Impact 7/10
Magnolia Oil & Gas disclosed plans for a $500M senior notes offering and updated on the closing of its previously priced
8-K — Impact 5/10
Analyst ratings buy % +12.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
65% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 21, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Sep 8, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Sep 3, 2026 | Seaport Global | INITIATE | Neutral | 51% |
| Aug 17, 2026 | Johnson Rice | UPGRADE | Accumulate | 47% |
| Aug 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 11, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 11, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 28, 2026 | Truist Securities | UPGRADE | Buy | 55% |
| Jul 24, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 8 | 0 | 0 | 65% | |
| Aug 1, 2026 | 4 | 11 | 7 | 0 | 0 | 68% | |
| Jul 1, 2026 | 4 | 10 | 9 | 0 | 0 | 61% | |
| Jun 1, 2026 | 4 | 9 | 10 | 0 | 0 | 57% | |
| May 1, 2026 | 5 | 9 | 11 | 0 | 0 | 56% | |
| Apr 1, 2026 | 5 | 10 | 11 | 0 | 0 | 58% | |
| Mar 1, 2026 | 6 | 10 | 9 | 0 | 0 | 64% | |
| Feb 1, 2026 | 6 | 10 | 8 | 1 | 0 | 64% |
Price targets
Where 16 covering analysts think MGY trades over the next 12 months.
$32.75 +35.4% upside Strong Buy
Current$24.18 Low$27.00 Median$33.00 High$37.00 16 analysts
$27.00$37.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 2 bullish, 1 bearish, 2 mixed, 2 neutral · avg impact 5.6/10.
BULLISHCLUSTER4/10
Two directors at Magnolia Oil & Gas made open-market purchases totaling $323K within a week of the c
Aug 12, 2026
BULLISH8-K7/10
Magnolia Oil & Gas reported a massive Q2 2026 beat with EPS of $0.99 (adj.) vs $0.94 consensus, reve
Aug 6, 2026
NEUTRAL8-K5/10
Magnolia Oil & Gas disclosed plans for a $500M senior notes offering and updated on the closing of i
Jul 22, 2026
BEARISH424B57/10
Magnolia Oil & Gas is offering $1.0 billion (up to $1.15 billion with greenshoe) of Class A common s
Jul 20, 2026
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: MGY — 72.6% short (1.1M / 1.6M)
Short: 1,130,346 | Exempt: 2,018 | TRF Vol: 1,557,965 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: MGY — 55.6% short (0.7M / 1.3M)
Short: 696,811 | Exempt: 23,909 | TRF Vol: 1,253,982 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: MGY — 67.7% short (0.9M / 1.3M)
Short: 899,483 | Exempt: 733 | TRF Vol: 1,328,449 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: MGY — 61.8% short (1.1M / 1.8M)
Short: 1,083,311 | Exempt: 16,455 | TRF Vol: 1,754,026 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: MGY — 70.4% short (1.3M / 1.8M)
Short: 1,296,629 | Exempt: 100 | TRF Vol: 1,841,645 | Short Ratio: 70.4% | 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 | $0.62 | $0.40–$0.95 | 46.9% | +6.9% | 7↑ 6↓ | $0.4B | 16 |
| Next Q | $0.82 | $0.41–$1.39 | 118.0% | -4.9% | 3↑ 6↓ | $0.7B | 16 |
| Current FY | $3.02 | $2.48–$3.45 | 73.4% | +1.6% | 6↑ 5↓ | $2.0B | 16 |
| Next FY | $3.21 | $2.15–$5.19 | 6.1% | -1.3% | 5↑ 4↓ | $2.7B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.619 | — |
| 7d ago | $0.610 | +0.009 |
| 30d ago | $0.579 | +0.040 |
| 60d ago | $0.562 | +0.057 |
| 90d ago | $0.765 | -0.146 |
Institutional ownership
Which big funds own MGY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.3B total value (169,008,809 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, AMERICAN. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 31,972,219 | $817.8M | 18.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,341,201 | $392.4M | 9.0% | — |
| AMERICAN CENTURY COMPANIES INC | 11,011,458 | $281.7M | 6.5% | — |
| STATE STREET CORP | 9,941,466 | $254.3M | 5.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,663,263 | $196.0M | 4.5% | — |
| DIMENSIONAL FUND ADVISORS LP | 7,117,449 | $182.1M | 4.2% | — |
| Jupiter Topco LLC | 6,427,893 | $164.4M | 3.8% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,463,526 | $139.8M | 3.2% | — |
| ALLIANCEBERNSTEIN L.P. | 4,122,434 | $130.1M | 3.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,802,973 | $122.9M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | ADD | 1,590,570 | 2,642,440 | +66.1% | $67.6M |
| Boston Trust Walden Corp | TRIM | 3,227,906 | 2,384,760 | -26.1% | $61.0M |
| UBS Group AG | ADD | 1,170,209 | 1,503,941 | +28.5% | $38.5M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 1,544,274 | 1,120,762 | -27.4% | $28.7M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | NEW | — | 870,898 | — | $22.3M |
| Creative Planning | ADD | 430,579 | 633,423 | +47.1% | $16.2M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | ADD | 381,899 | 515,963 | +35.1% | $13.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | ADD | 325,021 | 468,704 | +44.2% | $12.0M |
| Trexquant Investment LP | ADD | 258,646 | 422,732 | +63.4% | $10.8M |
| Point72 Asset Management, L.P. | TRIM | 692,589 | 385,561 | -44.3% | $9.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 45 transactions. Net -$10.5M — $326.9K bought, $10.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Stavros Christopher G | CEO & CHAIRMAN | AWARD | 25,044 | — | — |
| Sep 24, 2026 | Yang Timothy D. | EVP, CHIEF LEGAL & COMM & SEC | AWARD | 13,392 | — | — |
| Sep 24, 2026 | Yang Timothy D. | EVP, CHIEF LEGAL & COMM & SEC | TAX W/H | 5,270 | $24.74 | $130.4K |
| Sep 24, 2026 | Stavros Christopher G | CEO & CHAIRMAN | TAX W/H | 9,855 | $24.74 | $243.8K |
| Sep 24, 2026 | Corales Brian | SVP & CHIEF FINANCIAL OFFICER | TAX W/H | 4,798 | $24.74 | $118.7K |
| Sep 24, 2026 | Corales Brian | SVP & CHIEF FINANCIAL OFFICER | AWARD | 12,193 | — | — |
| Sep 1, 2026 | Acosta Arcilia | Director | AWARD | 80 | — | — |
| Sep 1, 2026 | Khani David M. | Director | BUY | 54 | $26.78 | $1.4K |
| Aug 7, 2026 | Khani David M. | Director | BUY | 8,000 | $25.00 | $200.0K |
| Aug 7, 2026 | Ropp Ralph Lewis | Director | BUY | 5,000 | $24.63 | $123.1K |
Congressional trades
MGY trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | Magnolia Oil & Gas Corp | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MGY.
Shares short
25,116,033
Settlement Sep 15, 2026
Change vs prior
+7.8%
Semi-monthly cycle
Days to cover
6.4
At avg daily volume
Of shares outstanding
≈9.4%
Estimate — not % of float
All MGY filing & press-release reports (7)
- CLUSTER reportAug 12, 2026
- 8-K reportAug 6, 2026
- 8-K reportJul 22, 2026
- 424B5 reportJul 20, 2026
- 8-K reportJul 20, 2026
- 8-K reportMay 6, 2026
- DEFA14A reportMar 24, 2026