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Reading: BMO Capital Cuts Murphy Oil (MUR) Worth Goal to $35, Cites Softer 2026 Manufacturing Outlook
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Money

BMO Capital Cuts Murphy Oil (MUR) Worth Goal to $35, Cites Softer 2026 Manufacturing Outlook

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Last updated: February 13, 2026 2:07 am
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BMO Capital Cuts Murphy Oil (MUR) Worth Goal to , Cites Softer 2026 Manufacturing Outlook
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Murphy Oil Company (NYSE:MUR) is included among the many Dividend Champions, Contenders, and Challengers Checklist: 15 Highest Yielding Shares.

BMO Capital Cuts Murphy Oil (MUR) Price Target to $35, Cites Softer 2026 Production Outlook
BMO Capital Cuts Murphy Oil (MUR) Worth Goal to $35, Cites Softer 2026 Manufacturing Outlook

On February 3, BMO Capital trimmed its value suggestion on Murphy Oil Company (NYSE:MUR) to $35 from $37. It maintained a Market Carry out ranking on the inventory. The agency stated it lowered its estimates after Murphy posted This autumn outcomes that largely matched expectations. Trying additional out, BMO flagged a softer 2026 manufacturing outlook, pointing to strain from Montney royalties and the Gulf of America. Even so, the analyst famous that Murphy nonetheless ranks properly on free money move breakeven metrics and is anticipated to maintain leverage at modest ranges.

Talking on the This autumn 2025 earnings name, President and CEO Eric Hambly stated manufacturing topped steering for each the quarter and the complete 12 months. He credited the beat to a number of the strongest onshore wells the corporate has drilled up to now, together with persistently excessive uptime at its core offshore property.

Hambly additionally highlighted clear progress on prices. Lease working bills had been down roughly 20% from final 12 months, and capital spending got here in beneath steering. He stated a portion of these financial savings mirrored effectivity positive aspects within the Eagle Ford Shale program.

On the exploration entrance, Hambly characterised the quarter as uneven however total constructive. He stated the appraisal at Hai Su Vang within the Golden Sea Lion subject delivered sturdy outcomes, whereas each exploration wells within the Gulf of America led to grease discoveries. That stated, the Civette properly offshore Côte d’Ivoire didn’t discover business hydrocarbons.

Digging deeper into Vietnam, Hambly famous that the appraisal properly intersected about 429 ft of web oil pay and didn’t attain the oil-water contact. Primarily based on that consequence, he advised the useful resource potential might find yourself properly above the corporate’s preliminary midpoint estimate of 170 million barrels of oil equal.

Murphy Oil Company (NYSE:MUR) is a world exploration and manufacturing firm with a mixture of onshore and offshore property. Its output contains crude oil, pure gasoline, and pure gasoline liquids, primarily from the U.S. and Canada, whereas its exploration efforts are targeted on choose areas around the globe.

Whereas we acknowledge the potential of MUR as an funding, we consider sure AI shares provide larger upside potential and carry much less draw back danger. In case you’re on the lookout for an especially undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.

READ NEXT: 12 Unstoppable Dividend Shares to Purchase In accordance with Analysts and 13 Finest Lengthy Time period Low Danger Shares to Purchase Now

Disclosure: None.

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Reading: BMO Capital Cuts Murphy Oil (MUR) Worth Goal to $35, Cites Softer 2026 Manufacturing Outlook
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