Magnolia Oil & Gas Corp
In the published model solve dated 2026-Q2, anchored at $23.71, Magnolia Oil & Gas Corp (MGY) is priced for +4.8% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
Magnolia Oil & Gas is a disciplined South Texas oil-and-gas producer operating in the Karnes area and the Giddings field. Q1 2026 produced 102,600 barrels of oil equivalent per day (up 6%), $358.5 million of revenue, about $101 million of net income ($0.54), and $146 million of free cash flow. The defining feature is capital allocation. Magnolia returned $83 million to shareholders in the quarter through dividends and buybacks, raised its dividend 10% to $0.165 quarterly, and spent about $155 m
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390 institutional managers reported holding MGY in 13F filings for the quarter ended 2026-03-31. 64 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 19.8M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (8.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MGY's share count grew 4.6% over the past five years even with $149.44M spent on repurchases. It pays a dividend, and has for 5 years running, raised 4 years straight; the current rate is $0.60 a share annually. Cash returned over the past three years: $284.58M in dividends and $103.59M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at MGY over the trailing three years: 2023: 1 buy totaling $24k; 2025: 3 buys totaling $409k; 2026: 1 buy totaling $2k. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MGY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -0.4% | -6.5% |
| 2023-11-03 | +2.7% | -8.0% |
| 2024-02-16 | +5.1% | +19.6% |
| 2024-05-09 | +0.8% | -1.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MGY's latest 8-K filings: 2026-08-05 (items 1.01, 2.03, 9.01); 2026-08-05 (items 2.02, 7.01, 9.01); 2026-07-23 (items 8.01, 9.01); 2026-07-22 (items 8.01, 9.01); 2026-07-22 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.