MURPHY OIL CORP
MUR · Crude Petroleum & Natural Gas · 143.3M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $91M (gross $150M, SBC $59M)
Reference price $33.79 · est. market cap ~$4.8B — last insider sale, 2026-03-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C60Low-leverage mid-cap E&P that posted a weak year on falling oil prices, impairments and thin returns.
Strengths
- Strong cash position ($377M, 93rd pct) and conservative leverage (D/E 0.25); production up 2% with Eagle Ford strength
- Diversified U.S./Canada/offshore asset base
Risks
- Net income from continuing ops fell 64% to $138M; ROE just 2.0% (41st pct) and ROA 1.1% are near-median/weak
- $115M Dalmatian impairment and full exposure to volatile crude/gas prices (WTI averaged $64.81 vs $75.72)
Notable findings
- Debt accelerationRecent 8-K item 2.04 8-K ↗
- Exec changeRecent 8-K item 5.02 8-K ↗
- Weak liquidityCurrent ratio 0.77 (<1)
- Strong balance sheetStrong balance sheet — $377M cash & investments
- Insider sellingInsider selling — 2 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$2M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
100.0%
Operating margin
11.1%
Net margin
3.8%
Return on equity
2.0%
Return on assets
1.1%
ROIC
3.7%
Revenue growth (QoQ)
17.5%
Net-income growth
-74.4%
Debt / equity
0.2×
Net debt / EBITDA
0.7×
Current ratio
0.8×
EBITDA
$1.3B
Tangible book value
$5.1B
Cash & investments
$377M
Stock comp / revenue
1.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-03-11 | Hanchera Daniel R | Sell | 47K | $33.79 |
| 2026-03-03 | Martinez Maria A | Sell | 8.6K | $34.93 |
| 2026-02-11 | MURPHY ROBERT MADISON | Gift | 43K | — |
| 2026-02-09 | MURPHY ROBERT MADISON | Gift | 4.3K | — |
| 2026-02-09 | MURPHY ROBERT MADISON | Gift | 2.9K | — |
| 2026-02-05 | Keller Elisabeth W | Option exercise | 7.9K | — |
| 2026-02-05 | DICKERSON LAWRENCE R | Option exercise | 7.9K | — |
| 2026-02-05 | MURPHY ROBERT MADISON | Option exercise | 7.9K | — |
| 2026-02-05 | RYAN ROBERT N JR | Option exercise | 7.9K | — |
| 2026-02-05 | Tudor Robert B III | Option exercise | 7.9K | — |
| 2026-02-03 | Hambly Eric M | Tax withheld | 14K | $30.05 |
| 2026-02-03 | BOTNER E TED | Option exercise | 16K | — |
| 2026-02-03 | BOTNER E TED | Tax withheld | 6.3K | $30.05 |
| 2026-02-03 | Vaughan Paul D. | Tax withheld | 2.0K | $30.05 |
| 2026-02-03 | Vaughan Paul D. | Option exercise | 5.0K | — |
| 2026-02-03 | Riaz Atif | Option exercise | 3.7K | — |
| 2026-02-03 | Riaz Atif | Tax withheld | 1.6K | $30.05 |
| 2026-02-03 | MIRELES THOMAS J | Option exercise | 36K | — |
| 2026-02-03 | MIRELES THOMAS J | Tax withheld | 14K | $30.05 |
| 2026-02-03 | Martinez Maria A | Option exercise | 4.3K | — |
| 2026-02-03 | Martinez Maria A | Tax withheld | 1.8K | $30.05 |
| 2026-02-03 | Hanchera Daniel R | Option exercise | 9.9K | — |
| 2026-02-03 | Hanchera Daniel R | Tax withheld | 2.4K | $30.05 |
| 2026-02-03 | Hambly Eric M | Option exercise | 36K | — |
| 2026-01-30 | Hanchera Daniel R | Option exercise | 8.3K | — |
| 2026-01-30 | Hambly Eric M | Option exercise | 15K | — |
| 2026-01-30 | Hambly Eric M | Tax withheld | 6.0K | $29.90 |
| 2026-01-30 | MIRELES THOMAS J | Option exercise | 15K | — |
| 2026-01-30 | MIRELES THOMAS J | Tax withheld | 6.1K | $29.90 |
| 2026-01-30 | BOTNER E TED | Option exercise | 13K | — |
| 2026-01-30 | BOTNER E TED | Tax withheld | 5.5K | $29.90 |
| 2026-01-30 | Hanchera Daniel R | Tax withheld | 2.3K | $29.90 |
| 2026-01-30 | Martinez Maria A | Option exercise | 3.6K | — |
| 2026-01-30 | Martinez Maria A | Tax withheld | 1.6K | $29.90 |
| 2026-01-30 | Riaz Atif | Option exercise | 3.1K | — |
| 2026-01-30 | Riaz Atif | Tax withheld | 1.4K | $29.90 |
| 2026-01-30 | Vaughan Paul D. | Option exercise | 4.1K | — |
| 2026-01-30 | Vaughan Paul D. | Tax withheld | 1.8K | $29.90 |
| 2025-12-19 | MURPHY ROBERT MADISON | Gift | 11K | — |
| 2025-12-19 | MURPHY ROBERT MADISON | Gift | 7.2K | — |
| 2025-11-11 | Martinez Maria A | Tax withheld | 3.3K | $29.42 |
| 2025-11-11 | Vaughan Paul D. | Option exercise | 8.3K | — |
| 2025-11-11 | Martinez Maria A | Option exercise | 8.3K | — |
| 2025-11-11 | Vaughan Paul D. | Tax withheld | 3.3K | $29.42 |
| 2025-11-11 | Riaz Atif | Option exercise | 5.6K | — |
| 2025-11-11 | Riaz Atif | Tax withheld | 2.2K | $29.42 |
| 2025-05-14 | KELLEY JAMES VIRGIL | Option exercise | 7.6K | — |
| 2025-03-05 | Nolan Jeffrey W | Buy | 5.0K | $23.37 |
| 2025-03-05 | Nolan Jeffrey W | Buy | 5.0K | $23.42 |
| 2025-02-21 | Utsch Louis W | Sell | 9.6K | $28.10 |
| 2025-02-07 | KELLEY JAMES VIRGIL | Option exercise | 5.4K | — |
| 2025-02-07 | MURPHY ROBERT MADISON | Option exercise | 5.4K | — |
| 2025-02-07 | Tudor Robert B III | Option exercise | 1.5K | — |
| 2025-02-07 | RYAN ROBERT N JR | Option exercise | 5.4K | — |
| 2025-02-07 | DEMING CLAIBORNE P | Option exercise | 5.4K | — |
| 2025-02-07 | Keller Elisabeth W | Option exercise | 5.4K | — |
| 2025-02-06 | BOTNER E TED | I | 10K | $26.03 |
| 2025-02-05 | MIRELES THOMAS J | I | 11K | $26.65 |
| 2025-02-05 | Palanivelu Meenambigai | Buy | 1.6K | $26.70 |
| 2025-02-05 | Hambly Eric M | I | 15K | $26.65 |
| 2025-02-05 | Jumawan Leyster L. | I | 2.0K | $26.65 |
| 2025-02-05 | DEMING CLAIBORNE P | Buy | 50K | $26.56 |
| 2025-02-04 | Hambly Eric M | Option exercise | 72K | — |
| 2025-02-04 | Hambly Eric M | Tax withheld | 28K | $25.98 |
| 2025-02-04 | MIRELES THOMAS J | Option exercise | 61K | — |
| 2025-02-04 | Jumawan Leyster L. | Option exercise | 9.4K | — |
| 2025-02-04 | Hanchera Daniel R | Option exercise | 25K | — |
| 2025-02-04 | Hanchera Daniel R | Tax withheld | 9.8K | $25.98 |
| 2025-02-04 | GARDNER JOHN B | Option exercise | 19K | — |
| 2025-02-04 | GARDNER JOHN B | Tax withheld | 7.3K | $25.98 |
| 2025-02-04 | Martinez Maria A | Option exercise | 11K | — |
| 2025-02-04 | Martinez Maria A | Tax withheld | 4.4K | $25.98 |
| 2025-02-04 | Palanivelu Meenambigai | Option exercise | 4.9K | — |
| 2025-02-04 | Palanivelu Meenambigai | Tax withheld | 2.2K | $25.98 |
| 2025-02-04 | Utsch Louis W | Option exercise | 12K | — |
| 2025-02-04 | Utsch Louis W | Tax withheld | 5.0K | $25.98 |
| 2025-02-04 | Vaughan Paul D. | Option exercise | 5.4K | — |
| 2025-02-04 | Vaughan Paul D. | Tax withheld | 2.3K | $25.98 |
| 2025-02-04 | Whitley Kelly L | Option exercise | 11K | — |
| 2025-02-04 | Whitley Kelly L | Tax withheld | 4.4K | $25.98 |
| 2025-02-04 | DEMING CLAIBORNE P | Buy | 50K | $26.47 |
| 2025-02-04 | MIRELES THOMAS J | Tax withheld | 24K | $25.98 |
| 2025-02-04 | Jumawan Leyster L. | Tax withheld | 3.8K | $25.98 |
| 2025-02-04 | Jumawan Leyster L. | Option exercise | 8.7K | — |
| 2025-02-04 | Jumawan Leyster L. | Disposition | 8.7K | $25.98 |
| 2025-02-04 | BOTNER E TED | Option exercise | 41K | — |
| 2025-02-04 | BOTNER E TED | Tax withheld | 16K | $25.98 |
| 2025-01-31 | Vaughan Paul D. | Option exercise | 1.6K | — |
| 2025-01-31 | Vaughan Paul D. | Tax withheld | 726 | $27.00 |
| 2025-01-31 | Whitley Kelly L | Option exercise | 3.4K | — |
| 2025-01-31 | Whitley Kelly L | Tax withheld | 1.5K | $27.00 |
| 2025-01-31 | Utsch Louis W | Option exercise | 3.8K | — |
| 2025-01-31 | Utsch Louis W | Tax withheld | 1.7K | $27.00 |
| 2025-01-31 | Palanivelu Meenambigai | Option exercise | 1.5K | — |
| 2025-01-31 | Palanivelu Meenambigai | Tax withheld | 677 | $27.00 |
| 2025-01-31 | Martinez Maria A | Option exercise | 3.4K | — |
| 2025-01-31 | Martinez Maria A | Tax withheld | 1.5K | — |
| 2025-01-31 | Jumawan Leyster L. | Option exercise | 2.9K | — |
| 2025-01-31 | Jumawan Leyster L. | Tax withheld | 1.3K | $27.00 |
| 2025-01-31 | GARDNER JOHN B | Option exercise | 5.7K | — |
| 2025-01-31 | GARDNER JOHN B | Tax withheld | 2.5K | $27.00 |
| 2025-01-31 | Hanchera Daniel R | Option exercise | 7.7K | — |
| 2025-01-31 | Hanchera Daniel R | Tax withheld | 3.3K | $27.00 |
| 2025-01-31 | BOTNER E TED | Option exercise | 12K | — |
| 2025-01-31 | BOTNER E TED | Tax withheld | 5.2K | $27.00 |
| 2025-01-31 | MIRELES THOMAS J | Option exercise | 19K | — |
| 2025-01-31 | MIRELES THOMAS J | Tax withheld | 7.6K | $27.00 |
| 2025-01-31 | Hambly Eric M | Option exercise | 22K | — |
| 2025-01-31 | Hambly Eric M | Tax withheld | 8.9K | $27.00 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-11 | Exec/director change | filing ↗ |
| 2026-05-14 | Shareholder voteExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-01-28 | ResultsOtherExhibits | filing ↗ |
| 2026-01-23 | Debt obligationOtherExhibits | filing ↗ |
| 2026-01-08 | Debt accelerationOtherExhibits | filing ↗ |
| 2026-01-06 | Material agreementResultsDebt obligationReg FDExhibits | filing ↗ |
| 2025-11-05 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-11 | 2026-06-08 | 0000950103-26-008854 ↗ |
| 8-K | 2026-05-14 | 2026-05-13 | 0001628280-26-035154 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001628280-26-031370 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001628280-26-031363 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001628280-26-011709 ↗ |
| 8-K | 2026-01-28 | 2026-01-28 | 0001628280-26-003863 ↗ |
| 8-K | 2026-01-23 | 2026-01-08 | 0000950103-26-000906 ↗ |
| 8-K | 2026-01-08 | 2026-01-08 | 0000950103-26-000244 ↗ |
| 8-K | 2026-01-06 | 2026-01-06 | 0000950103-26-000187 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001628280-25-049668 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001628280-25-049670 ↗ |
| 8-K | 2025-08-06 | 2025-08-06 | 0000717423-25-000029 ↗ |