Murphy Oil Corporation
In the published model solve dated 2026-Q2, anchored at $36.06, Murphy Oil Corporation (MUR) is priced for +22.4% 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: 2026-08-05 (items 2.02, 9.01); 2026-06-11 (items 5.02); 2026-05-14 (items 5.07, 9.01); 2026-05-06 (items 2.02, 9.01); 2026-01-28 (items 2.02, 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.