Murphy Oil Corporation
In the published model solve dated 2026-Q2, anchored at $36.33, Murphy Oil Corporation (MUR) 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.
• Murphy Oil is a mid-sized oil-weighted producer with assets in the Gulf of America, US onshore, and Canada, and it trades right around book value of about $35 per share. • The biggest risk is the commodity cycle layered on exploration uncertainty: trailing earnings are depressed in part by a $67 million charge from two unsuccessful exploration wells, and the price moves with crude regardless of execution. • Watch capital allocation, where Murphy is paying down debt and returning cash through d
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433 institutional managers reported holding MUR in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 51%. 76 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 9.9M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (5.5 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.
MUR has cut its share count 7.3% over the past five years, spending $1.03B on repurchases. It pays a dividend, and has paid one every year in our records (19 and counting), raised 4 years straight; the current rate is $1.30 a share annually. Cash returned over the past three years: $855.94M in dividends and $1.03B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at MUR over the trailing three years: 2025: 5 buys totaling $2.93M. 22 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.
MUR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +4.5% | -2.6% |
| 2023-11-03 | +2.6% | -9.9% |
| 2024-02-24 | +0.7% | +17.9% |
| 2024-05-03 | -0.1% | -9.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MUR's latest 8-K filings: 2026-09-08 (items 7.01, 9.01); 2026-08-24 (items 8.01, 9.01); 2026-08-05 (items 2.02, 9.01); 2026-06-11 (items 5.02); 2026-05-14 (items 5.07, 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.