NYSEEnergyOil & Gas Exploration & ProductionS&P MidCap 400
$35.96
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Close of Nov 06, 2026 · end-of-day data
MUR 8-K filings, explained
Every material Form 8-K Murphy Oil has filed with the SEC since October 02, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Murphy Oil reported third quarter 2026 results on November 4, 2026, with net income attributable to Murphy of $171.1 million, or $1.17 per diluted share, compared with a loss of $3.0 million a year earlier. The company raised its full-year 2026 production guidance to 176,000 to 178,000 BOEPD, a 6,000 BOEPD increase at the midpoint, and said it paid $50 million in dividends during the quarter. The company also announced production sharing contracts for the C-10 and Tiof blocks offshore Mauritania.
Net income attributable to Murphy was $171.1 million, or $1.17 per diluted share, versus a loss of $3.0 million, or $0.02 per share, in the third quarter of 2025.
Revenue from production was $849.2 million, up from $720.97 million a year earlier.
Production of 186,495 BOEPD exceeded quarterly guidance of 171,000 to 179,000 BOEPD.
Full-year 2026 production guidance was raised to 176,000 to 178,000 BOEPD; $550 million remains under the share repurchase authorization, and no shares were repurchased in the quarter.
Murphy Oil reported second quarter 2026 net income attributable to Murphy of $232.2 million, or $1.59 per diluted share, up from $22.3 million a year earlier, as production revenue rose to $926.3 million from $683.1 million. The company raised the midpoint of its full-year 2026 capital expenditure guidance to $1.55 billion from $1.25 billion, which will reduce cash available for other uses, and it made no share repurchases in the quarter.
Net income attributable to Murphy was $232.2 million, or $1.59 per diluted share, versus $22.3 million in Q2 2025.
Production was 169,000 BOEPD, at the upper end of quarterly guidance.
The full-year 2026 capital expenditure midpoint rose from $1.25 billion to $1.55 billion.
Free cash flow was $110.0 million, and $550 million remained under the share repurchase authorization.
Murphy Oil said its General Counsel, Executive Vice President and Corporate Secretary E. Ted Botner will retire from that role effective immediately and from the company on June 30, 2026. Roger W. Landes, the company's Associate General Counsel, was appointed Interim General Counsel and Corporate Secretary. The filing does not describe a search for a permanent successor or any change to financial results.
E. Ted Botner retires as Executive Vice President, General Counsel and Corporate Secretary effective immediately
Botner's retirement from the company takes effect June 30, 2026
Roger W. Landes, Associate General Counsel, appointed Interim General Counsel and Corporate Secretary
Murphy Oil reported first-quarter 2026 net income attributable to Murphy of $53.0 million, or $0.37 per diluted share, down from $73.0 million, or $0.50, a year earlier, while total revenues rose to $733.6 million from $665.7 million. Production of 174,236 BOEPD exceeded the high end of the company's quarterly guidance, and full-year 2026 production guidance is 167,000 to 175,000 BOEPD, but higher exploration and depreciation costs weighed on profit.
Adjusted net income from continuing operations was $46.5 million ($0.32 per diluted share), versus $80.7 million ($0.56) a year earlier.
Exploration expenses rose to $82.8 million from $14.5 million, and depreciation, depletion and amortization rose to $254.4 million from $194.2 million.
Second-quarter 2026 production guidance is 161,000 to 169,000 BOEPD; full-year 2026 capital expenditures guidance is $1.2 billion to $1.3 billion.
Paid $50 million in dividends during the quarter; no shares were repurchased, leaving $550 million under the buyback authorization.
Murphy Oil reported fourth-quarter 2025 net income attributable to Murphy of $11.9 million, or $0.08 per diluted share, down from $50.4 million a year earlier, and full-year net income of $104.2 million, down from $407.2 million in 2024. The company also raised its quarterly dividend to $0.35 per share and issued 2026 production and capital spending guidance, which shareholders will weigh against the sharp drop in earnings.
Q4 2025 revenue from production was $613.1 million, versus $669.6 million in Q4 2024; Q4 adjusted net income was $19.7 million, versus $51.0 million.
Full-year 2025 net income attributable to Murphy was $104.2 million, or $0.72 per diluted share, versus $407.2 million in 2024.
Quarterly dividend increased to $0.35 per share, or $1.40 annualized, payable March 2, 2026 to holders of record as of February 17, 2026.
2026 guidance: full-year net production of 167,000 to 175,000 BOEPD and capital expenditures of $1.2 billion to $1.3 billion, excluding noncontrolling interest.
On January 2, 2026, Murphy Oil amended its credit agreement, extending the facility's maturity to January 2, 2031 and raising total commitments from $1.35 billion to $2.00 billion. The company also said on January 6 that its subsidiary drilled the Hai Su Vang-2X appraisal well offshore Vietnam, which encountered 429 feet of net oil pay, though the filing contains no earnings figures.
Credit facility maturity extended from October 7, 2029 to January 2, 2031
Total commitments increased from $1.35 billion to $2.00 billion; letter of credit commitments raised from $250 million to $415 million, subject to conditions
Hai Su Vang-2X appraisal well encountered 429 feet of net oil pay; primary reservoir achieved a flow rate of 6,000 BOPD
Presentation at Goldman Sachs Energy, CleanTech & Utilities Conference on January 7, 2026
Murphy Oil reported a third-quarter 2025 net loss attributable to Murphy of $3.0 million, or $0.02 per diluted share, compared with net income of $139.1 million, or $0.93 per share, a year earlier. Revenue from production fell to $721.0 million from $753.2 million, and adjusted net income was $58.1 million, or $0.41 per diluted share, down from $110.7 million, or $0.74, in the prior-year quarter. The company reaffirmed its full-year 2025 production and capital expenditure guidance.
Q3 2025 net loss attributable to Murphy of $3.0 million, or $0.02 per diluted share, versus net income of $139.1 million, or $0.93 per share, in Q3 2024
Adjusted net income of $58.1 million, or $0.41 per diluted share, versus $110.7 million, or $0.74, a year earlier
Pretax impairment of $115 million ($92 million excluding noncontrolling interest) on the Dalmatian asset in the Gulf of America
Production of 200,383 BOEPD in the quarter; the company reaffirmed full-year 2025 production and capital expenditure guidance
Murphy Oil reported second quarter 2025 net income attributable to Murphy of $22.3 million, or $0.16 per diluted share, down from $127.7 million, or $0.83, a year earlier. Total revenues fell to $695.6 million from $802.8 million, and free cash flow was $17.8 million versus $174.4 million. Full-year capital expenditure guidance was reaffirmed at the midpoint of its range, and the company declared a $0.325 per share quarterly dividend.
Net income attributable to Murphy was $22.3 million ($0.16 diluted) versus $127.7 million ($0.83) in the second quarter of 2024.
Adjusted net income from continuing operations was $38.5 million ($0.27 per diluted share) versus $124.2 million ($0.81).
Production was 189,677 BOEPD, a sequential increase; full-year capital expenditure guidance was reaffirmed at the midpoint of the range.
Declared a quarterly dividend of $0.325 per share; closed a $23 million Eagle Ford Shale acquisition on July 1, 2025.
Murphy Oil reported first quarter 2025 net income attributable to Murphy of $73 million, or $0.50 per diluted share, down from $90 million, or $0.59, a year earlier. Production revenue fell to $672.7 million from $794.6 million, and the company said full-year production is expected toward the lower end of its guidance range after winter storm delays, though it reaffirmed its 2025 capital expenditure and production ranges.
Net income attributable to Murphy was $73 million, or $0.50 per diluted share, versus $90 million, or $0.59, in first quarter 2024; adjusted net income was $81 million, or $0.56 per share, versus $130.8 million, or $0.85
Revenue from production was $672.7 million, compared with $794.6 million a year earlier
Full-year 2025 production guidance of 174.5 to 182.5 MBOEPD and capital expenditure guidance of $1,135 million to $1,285 million were maintained; production is now expected toward the lower end of the range
Murphy repurchased $100 million of stock, or 3.6 million shares, in the first quarter
Murphy Oil's Compensation Committee approved on February 4, 2025 an increase in the severance multiplier from 2.0x to 2.5x under existing Severance Protection Agreements with E. Ted Botner and Daniel R. Hanchera. The filing says all other material terms of those agreements are unchanged, and it does not state any financial figures for the change.
Severance multiplier raised from 2.0x to 2.5x for E. Ted Botner (EVP, General Counsel and Corporate Secretary) and Daniel R. Hanchera (SVP, Business Development)
Approved by the Compensation Committee of the Board on February 4, 2025
All other material terms of the agreements remain unaffected
Form of agreement filed as Exhibit 10.38 to the 10-Q filed August 8, 2024
Murphy Oil reported fourth-quarter 2024 net income attributable to Murphy of $50 million, or $0.34 per diluted share, down from $116 million, or $0.75 per diluted share, a year earlier. For full year 2024, net income was $407 million, or $2.70 per diluted share, compared with $662 million, or $4.22, in 2023. The board also declared a quarterly dividend of $0.325 per share, an 8 percent increase, payable March 3, 2025.
Q4 2024 revenue from sales to customers was $670 million, versus $842 million in Q4 2023
Full-year 2024 net income attributable to Murphy was $407 million, versus $662 million in 2023
Quarterly dividend of $0.325 per share, payable March 3, 2025, to holders of record as of February 18, 2025
Murphy repurchased $300 million of stock, or 8.0 million shares, in 2024; no buybacks in Q4
Murphy Oil said CEO Roger W. Jenkins will retire as CEO and from the Board effective December 31, 2024, with Eric M. Hambly becoming President and CEO and a Board member on January 1, 2025. The Compensation Committee also set Hambly's pay as CEO and arranged a transition role for Jenkins, which shareholders can review in the filing.
Roger W. Jenkins retires as CEO and director effective December 31, 2024; he will stay as a non-executive full-time employee through December 31, 2025.
Eric M. Hambly becomes President and CEO and a Board member effective January 1, 2025.
Hambly's salary rises to $950,000; target bonus is 125% of base salary; target annual long-term incentive grant value is $5.4 million (75% PSUs, 25% RSUs).
Hambly's Severance Protection Agreement term restarts effective January 1, 2025.
Murphy Oil reported third quarter 2024 net income attributable to Murphy of $139 million, or $0.93 per diluted share, down from $255 million, or $1.63, a year earlier. Revenue from production fell to $753 million from $946 million, and adjusted net income was $111 million, or $0.74 per diluted share. The company also announced that Eric M. Hambly will succeed Roger W. Jenkins as chief executive effective January 1, 2025.
Net income attributable to Murphy was $139 million, or $0.93 per diluted share, versus $255 million, or $1.63, in Q3 2023.
Revenue from production was $753 million, compared with $946 million in Q3 2023.
Murphy repurchased $194 million of stock in Q3 and has $650 million remaining under its authorization.
Eric M. Hambly will become president and CEO on January 1, 2025, succeeding Roger W. Jenkins.
Murphy Oil Corporation signed a $1.2 billion senior unsecured revolving credit facility on October 7, 2024, maturing in October 2029. The same filing reports early results of its cash tender offers for senior notes, with holders tendering $258.38 million of 2027 notes, $200.15 million of 2028 notes and $62.11 million of 2029 notes by the early tender date, and the company expects to fund the early settlement on October 7 with new debt and cash on hand.
Credit agreement dated October 7, 2024 provides a $1.2 billion revolving facility maturing October 2029, with borrowings priced at SOFR- or base-rate-based rates plus an Applicable Rate.
Until the company reaches specified credit ratings, it must keep a maximum consolidated leverage ratio of 3.25x and a minimum interest coverage ratio of 2.50x.
Early tender results released October 3, 2024 show $258.38 million of 2027 notes, $200.15 million of 2028 notes and $62.11 million of 2029 notes tendered by October 2, 2024, under a $600 million cap.
The tender offers are scheduled to expire October 18, 2024, and the early settlement payment is expected on October 7, 2024, funded by a 6.000% senior notes due 2032 offering and cash on hand.
Murphy Oil Corporation's board elected Robert B. Tudor, III, as an independent director effective October 2, 2024. The filing describes him as founder and CEO of Artemis Energy Partners and a retired founder and CEO of Tudor, Pickering, Holt & Co., and says he will receive standard non-employee director compensation. The appointment adds a director with energy industry experience, but the filing reports no financial results or changes to company operations.
Robert B. Tudor, III elected as independent director effective October 2, 2024
Founder and CEO of Artemis Energy Partners; retired founder and CEO of Tudor, Pickering, Holt & Co.
Compensation follows non-employee director terms described in the 2024 proxy statement filed March 21, 2024
Murphy Oil Corporation's board appointed Eric M. Hambly, currently president and chief operating officer, as president and chief executive officer, effective January 1, 2025, and elected him to the board on the same date. Roger W. Jenkins, CEO for 11 years, retires as CEO and from the board on December 31, 2024, and will serve as a non-executive advisor until December 31, 2025. The filing reports no financial results, and the company said it remains committed to its strategic priorities of Delever, Execute, Explore, Return.
Eric M. Hambly, age 50, joined Murphy in 2006 and became president and chief operating officer in February 2024.
Hambly's CEO appointment and board seat take effect January 1, 2025.
Roger W. Jenkins retires as CEO and board member on December 31, 2024, and remains an advisor until December 31, 2025.
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