EOG Resources (NYSE:EOG) Posts Quarterly Earnings Results, Beats Estimates By $0.06 EPS

by · The Markets Daily

EOG Resources (NYSE:EOG – Get Free Report) announced its quarterly earnings data on Tuesday. The energy exploration company reported $2.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.21 by $0.06, Zacks reports. EOG Resources had a net margin of 24.49% and a return on equity of 19.80%.

EOG Resources Trading Up 1.3%

EOG stock traded up $1.58 during mid-day trading on Tuesday, hitting $123.89. 6,261,908 shares of the company were exchanged, compared to its average volume of 4,955,158. The business has a fifty day simple moving average of $109.60 and a 200-day simple moving average of $111.54. The company has a quick ratio of 1.43, a current ratio of 1.62 and a debt-to-equity ratio of 0.25. EOG Resources has a 12-month low of $101.59 and a 12-month high of $134.49. The firm has a market capitalization of $67.22 billion, a P/E ratio of 12.34 and a beta of 0.49.

Key EOG Resources News

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

  • Positive Sentiment: Earnings beat and production growth — EOG reported Q4 EPS of $2.27, beating the $2.21 consensus, and management cited rising production and stronger natural gas realizations that offset lower crude prices. Higher margins and a healthy ROE support near‑term cash flow and the dividend/shareholder returns thesis. EOG Resources beats fourth‑quarter earnings estimates as production climbs
  • Positive Sentiment: 2026 outlook & capital plan — EOG issued a detailed outlook and a 2026 capital plan (including supplemental operating/financial schedules) that gives investors more visibility into activity, capex and production targets for the year, reducing execution uncertainty. EOG Resources Issues Q4 2025 Results and 2026 Outlook
  • Neutral Sentiment: Full release, slide deck and supplemental data posted — management decks and reconciliations are available for deeper analysis (useful for modelling but not an immediate catalyst by themselves). Investors can review the slide deck and GAAP/Non‑GAAP reconciliations. View Press Release
  • Neutral Sentiment: Analyst coverage remains mixed — price targets and ratings vary (consensus leans toward Hold/Market Perform with some Buy/outperform calls). That keeps near‑term upside capped unless guidance surprises materially. MarketBeat analyst coverage
  • Negative Sentiment: Insider sale disclosed — COO Jeffrey Leitzell sold 2,000 shares (~$250k) in mid‑February; the amount is small relative to his holdings and institutional ownership but may be viewed negatively by some short‑term traders. SEC Form 4 – insider sale

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the company. Susquehanna dropped their price objective on EOG Resources from $161.00 to $151.00 and set a “positive” rating on the stock in a research note on Monday, January 26th. Zacks Research cut EOG Resources from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 20th. Capital One Financial cut their price objective on shares of EOG Resources from $131.00 to $130.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Wells Fargo & Company reissued an “overweight” rating and set a $127.00 price objective (up from $126.00) on shares of EOG Resources in a report on Tuesday, January 27th. Finally, Wolfe Research lifted their target price on EOG Resources from $134.00 to $137.00 and gave the stock an “outperform” rating in a report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $134.30.

Read Our Latest Research Report on EOG

Insider Transactions at EOG Resources

In other news, COO Jeffrey R. Leitzell sold 2,000 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $125.00, for a total transaction of $250,000.00. Following the sale, the chief operating officer owned 61,481 shares of the company’s stock, valued at approximately $7,685,125. This represents a 3.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.13% of the company’s stock.

Institutional Trading of EOG Resources

Several institutional investors and hedge funds have recently added to or reduced their stakes in EOG. Sivia Capital Partners LLC bought a new position in shares of EOG Resources in the second quarter worth about $258,000. Chapman Financial Group LLC bought a new stake in EOG Resources during the 2nd quarter worth about $168,000. Sunbelt Securities Inc. raised its position in shares of EOG Resources by 152.3% during the 3rd quarter. Sunbelt Securities Inc. now owns 1,443 shares of the energy exploration company’s stock valued at $162,000 after acquiring an additional 871 shares during the last quarter. Rossby Financial LCC boosted its position in shares of EOG Resources by 45.0% in the 4th quarter. Rossby Financial LCC now owns 1,147 shares of the energy exploration company’s stock worth $120,000 after purchasing an additional 356 shares during the last quarter. Finally, DV Equities LLC bought a new stake in EOG Resources in the fourth quarter valued at about $79,000. 89.91% of the stock is owned by hedge funds and other institutional investors.

About EOG Resources

(Get Free Report)

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.

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