EOG Resources (NYSE:EOG) Issues Quarterly Earnings Results, Beats Estimates By $0.07 EPS

EOG Resources (NYSE:EOG) released its quarterly earnings results on Tuesday. The energy exploration company reported $2.27 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.07, Zacks reports. The firm had revenue of $5.64 billion for the quarter, compared to analyst estimates of $5.36 billion. EOG Resources had a net margin of 22.00% and a return on equity of 18.69%. The company’s revenue for the quarter was up .9% compared to the same quarter last year. During the same period in the previous year, the business earned $2.74 earnings per share.

EOG Resources Trading Up 0.8%

EOG stock traded up $0.99 during midday trading on Thursday, reaching $123.49. The company’s stock had a trading volume of 758,665 shares, compared to its average volume of 4,904,192. EOG Resources has a 52 week low of $101.59 and a 52 week high of $132.09. The stock has a market cap of $67.00 billion, a PE ratio of 13.51 and a beta of 0.49. The company has a quick ratio of 1.43, a current ratio of 1.62 and a debt-to-equity ratio of 0.25. The business’s 50-day simple moving average is $110.39 and its 200-day simple moving average is $111.67.

EOG Resources Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Thursday, April 16th will be issued a $1.02 dividend. This represents a $4.08 annualized dividend and a yield of 3.3%. The ex-dividend date is Thursday, April 16th. EOG Resources’s dividend payout ratio is currently 40.64%.

Key Headlines Impacting EOG Resources

Here are the key news stories impacting EOG Resources this week:

• Positive Sentiment: Earnings beat and production lift — EOG beat Q4 EPS estimates ($2.27 vs. $2.20) and reported a big jump in oil‑equivalent output, which supports margins and cash generation. EOG Resources beats fourth‑quarter earnings estimates as production climbs
• Positive Sentiment: Strong cash‑flow outlook and growth targets — Management outlined a $4.5B free cash flow target for 2026 with ~5% oil growth and ~13% total production growth, which underpins future buybacks/dividends and supports valuation. EOG outlines $4.5B free cash flow target for 2026 with 5% oil growth and 13% total production growth
• Positive Sentiment: Dividend and shareholder returns — Company announced a $1.02 quarterly dividend (roughly 3.3% yield), reinforcing the cash‑return story and providing income support for the stock. (Company announcement)
• Neutral Sentiment: Analyst view unchanged — Morgan Stanley maintained a Hold on EOG, signaling balanced risk/reward and limiting near‑term analyst‑driven upside. EOG Resources: Solid Fundamentals and Shareholder Returns but a Balanced Risk‑Reward Justify Hold Rating
• Neutral Sentiment: Capex and production pacing — EOG plans to keep production near Q4 levels with a ~$6.5B 2026 capex plan; disciplined spending supports returns but may cap rapid production upside. EOG keeping production at fourth-quarter levels with $6.5 billion capex plan
• Negative Sentiment: Revenue miss and commodity headwinds — Despite the EPS beat, revenue fell short of some Street forecasts and management noted softer crude prices and higher costs that pressured top‑line performance. Those factors can weigh on near‑term margins and sentiment. EOG Resources Q4 Earnings Beat Estimates on Higher Production Volumes
• Negative Sentiment: Basin‑specific operational challenges — Management flagged issues in parts of the Delaware Basin that could limit near‑term productivity gains and add execution risk. EOG Resources Inc (EOG) Q4 2025 Earnings Call Highlights: Strong Cash Flow and Strategic Growth …

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on EOG shares. Stephens lifted their target price on shares of EOG Resources from $138.00 to $139.00 and gave the company an “equal weight” rating in a research note on Thursday, February 12th. Johnson Rice dropped their price target on EOG Resources from $145.00 to $135.00 and set a “hold” rating for the company in a report on Friday, December 5th. UBS Group reiterated a “buy” rating and issued a $141.00 price objective (down from $144.00) on shares of EOG Resources in a research report on Friday, December 12th. JPMorgan Chase & Co. increased their target price on EOG Resources from $115.00 to $125.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Raymond James Financial raised their target price on EOG Resources from $153.00 to $157.00 and gave the company a “strong-buy” rating in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $134.85.

Insider Activity at EOG Resources

In other news, COO Jeffrey R. Leitzell sold 2,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $125.00, for a total value of $250,000.00. Following the transaction, the chief operating officer owned 61,481 shares of the company’s stock, valued at $7,685,125. This represents a 3.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.13% of the company’s stock.

Institutional Investors Weigh In On EOG Resources

A number of institutional investors and hedge funds have recently added to or reduced their stakes in EOG. T. Rowe Price Investment Management Inc. boosted its holdings in EOG Resources by 17.1% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 10,275 shares of the energy exploration company’s stock worth $1,079,000 after buying an additional 1,497 shares during the last quarter. Compound Planning Inc. raised its position in shares of EOG Resources by 30.6% in the 4th quarter. Compound Planning Inc. now owns 7,283 shares of the energy exploration company’s stock valued at $765,000 after acquiring an additional 1,706 shares during the period. Invesco Ltd. boosted its stake in EOG Resources by 7.0% during the 4th quarter. Invesco Ltd. now owns 5,021,356 shares of the energy exploration company’s stock worth $527,293,000 after acquiring an additional 327,477 shares during the last quarter. Axxcess Wealth Management LLC grew its holdings in EOG Resources by 15.4% during the fourth quarter. Axxcess Wealth Management LLC now owns 24,996 shares of the energy exploration company’s stock valued at $2,625,000 after purchasing an additional 3,330 shares during the period. Finally, Alberta Investment Management Corp increased its stake in EOG Resources by 153.3% in the fourth quarter. Alberta Investment Management Corp now owns 49,400 shares of the energy exploration company’s stock valued at $5,187,000 after purchasing an additional 29,900 shares in the last quarter. Institutional investors own 89.91% of the company’s stock.

EOG Resources Company Profile

EOG Resources, Inc (NYSE: EOG) is an independent exploration and production company headquartered in Houston, Texas. Tracing its corporate origins to Enron Oil & Gas Company in the late 1990s, the company established itself as a stand‑alone E&P operator and has grown into one of the largest U.S. upstream producers. EOG focuses on the exploration, development and production of crude oil, condensate, natural gas and natural gas liquids (NGLs).

As an upstream-focused company, EOG’s core activities include geologic and geophysical exploration, drilling and completion of wells, reservoir development, and the marketing of hydrocarbon production.