EOG at a glance
EOG Resources (EOG, SEC CIK 821189) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 24, 2026 and Form 4 insider filings as recently as September 29, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), EOG Resources (EOG) reported revenue of $22.6 billion (down 4.5% from FY2024) and net income of $5.0 billion. Diluted EPS was $9.12.
- As of June 30, 2026, 55 institutional investment managers tracked by SignalX reported holding EOG Resources (EOG) shares worth $30.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Leitzell Jeffrey R. on September 25, 2026 of 9,039 shares at $140.61 per share.
- In the last 90 days, EOG insiders reported 0 open-market purchases ($0) and 3 open-market sales ($7.8M) on Form 4, a net sale of $7.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $22.6B
- −4.5% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$7.8M
- 13F holders
- 55 funds
- $30.4B · −1 vs prior quarter
- Latest 8-K
- Sep 24, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Low-cost, high-return E&P operator focused on internally generated drilling prospects across U.S. basins, Trinidad, Bahrain, and UAE
- Three new international entries in 2025: Bahrain gas exploration agreement (Feb), UAE unconventional oil concession UCO3 with 100% equity (May), plus Encino Acquisition Partners acquisition expanding Utica position to ~1.1M net acres
- Total equivalent production surged to 449.8 MMBoe in 2025 vs 388.7 MMBoe in 2024, a ~16% YoY jump driven largely by Appalachian/Utica ramp
- U.S. natural gas realizations jumped 48% YoY to $2.94/Mcf, partially offsetting crude price decline of 15% to $65.65/Bbl
- OBBBA legislation reversed federal royalty rate back to 12.5% (from 16.67% under IRA) and postponed IRA methane emissions charge to 2034, directly benefiting EOG's federal lease economics
Management Discussion & Analysis
- Total revenues $22,632M, down 4% YoY ($1,066M) from $23,698M; production revenues $17,668M, up 1% ($90M)
- Net income $4,980M vs $6,403M in 2024; effective tax rate unchanged at 22%; total cost per Boe $20.72 vs $21.12
- Natural gas strongest segment: revenues up 80% to $2,791M driven by 39% price increase to $3.02/Mcf and 30% volume growth; crude oil weakest: revenues down 10% to $12,501M on 15% price decline to $65.63/Bbl
- Operating cash flow $10,044M (down from $12,143M); capex $13.6B (including $6.7B Encino acquisition); dividends $2.2B; buybacks $2.6B; cash on hand $3.4B
- 2026 capex guided $6.3B–$6.7B; production growth expected; key risks include crude oil at $63.23/Bbl (down 2% from 2025), tariff/trade policy uncertainty and Encino integration execution
Risk Factors
- SEC climate disclosure rules (March 2024) stayed by 8th Circuit; California mandates broader; EU methane import limits starting 2030: compliance cost risk rising
- Tariffs and trade policy shifts cited as direct inflation risk on drilling/completions operating costs and capex with no offset guarantee
- Third-party gathering, processing, and transport infrastructure dependency: capacity constraints in newer plays risk curtailed production and lost revenue
- AI-enhanced cyberattacks flagged as emerging threat to drilling data, production infrastructure, and commodity trading systems
- Share repurchase authorization increased from $5B to $10B (Nov 2024); dividend and buyback continuity fully subject to Board discretion and commodity-price-driven cash flow
AI summary of the EOG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $8,620M, up 57% YoY from $5,478M
- Crude oil revenue $4,901M, up 65%; composite price $98.15/Bbl vs $64.82
- NGLs best-performing product, revenue $770M, up 44%; natural gas price $2.89/Mcf vs $2.96
- Net effective tax rate 22% vs 23% YoY; operating costs $20.90/Boe vs $20.74
- 2026 capital spending guided to $6.3B-$6.7B; oil production expected up approximately 5% with tariffs and inflationary pressures as headwinds
AI summary of the EOG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- CFO Ann Janssen retiring after more than 30 years at EOG, creating a key finance leadership transition
- Jeff Hibbard appointed Executive Vice President and CFO effective January 1, 2027
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Ann D. Janssen retires December 31, 2026 after nearly 32 years with EOG, becoming an advisor January 1, 2027
- Jeffrey W. Hibbard, age 44, succeeds Janssen as CFO and principal financial officer effective January 1, 2027
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial and operating results announced by EOG Resources
- Q3 and full-year 2026 forecasts provided for investor expectations
Item 7.01: Regulation FD Disclosure
- Q2 2026 results release includes EOG’s Q3 and full-year 2026 forecasts
- Benchmark commodity pricing assumptions provide context for forward earnings sensitivity
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 derivative settlements generated $45 million of net cash, supporting near-term revenue and cash-flow certainty
- Brent-linked 10-year gas contract begins deliveries January 2027, creating future commodity-price exposure
AI summaries of EOG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EOG
Don't miss the next EOG filing
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- Fund moves. Which tracked funds opened, added or cut EOG, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Donaldson Michael P | A | Sep 25, 2026 | 9,975 | - |
| Leitzell Jeffrey R. | A | Sep 25, 2026 | 13,680 | - |
| Leitzell Jeffrey R. | Sell | Sep 25, 2026 | 9,039 | $140.61 |
| Distefano Laura B. | A | Sep 25, 2026 | 5,772 | - |
| Yacob Ezra Y | A | Sep 25, 2026 | 37,905 | - |
| Yacob Ezra Y | F | Sep 15, 2026 | 11,908 | $153.74 |
| Distefano Laura B. | F | Sep 15, 2026 | 1,521 | $153.74 |
| Leitzell Jeffrey R. | F | Sep 15, 2026 | 1,905 | $153.74 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $24.2B | $23.7B | $22.6B |
| Operating Income | $9.6B | $8.1B | $6.4B |
| Net Income | $7.6B | $6.4B | $5.0B |
| Op. Margin | 39.7% | 34.1% | 28.2% |
| Net Margin | 31.4% | 27.0% | 22.0% |
| Balance Sheet | |||
| Total Assets | - | $47.2B | $51.8B |
| Equity | $28.1B | $29.4B | $29.8B |
| ROE | 27.0% | 21.8% | 16.7% |
| Per Share | |||
| EPS | $13.00 | $11.25 | $9.12 |
| Cash Flow | |||
| Operating CF | $11.3B | $12.1B | $10.0B |
Source: XBRL data in EOG Resources (EOG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EOG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 55 | $30.39B |
| Q1 2026 | 56 | $34.18B |
| Q4 2025 | 51 | $24.34B |
| Q3 2025 | 54 | $29.97B |
| Q2 2025 | 52 | $28.23B |
| Q1 2025 | 51 | $23.26B |
| Q4 2024 | 46 | $17.28B |
| Q3 2024 | 42 | $10.46B |
- AQR Capital Management+2.72M (+117%)
- BlackRock+1.26M (+3%)
- Goldman Sachs Group+872.9K (+22%)
- Citigroup+832.3K (+143%)
- Renaissance Technologies LLC+630.4K (+754%)
- JPMorgan Chase & Co−3.61M (-11%)
- Wells Fargo & Co−1.38M (-30%)
- Ameriprise Financial−1.29M (-12%)
- T. Rowe Price Group−1.02M (-15%)
- Franklin Resources−737.1K (-9%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 407 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EOG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
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EOG SEC filings: frequently asked questions
Are EOG insiders buying or selling?
In the last 90 days, EOG Resources (EOG) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $7.8 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EOG stock?
As of June 30, 2026, the largest EOG Resources (EOG) holders among the 13F filers tracked by SignalX were BlackRock ($5.9 billion), Vanguard Capital Management LLC ($4.5 billion), State Street Corp ($4.4 billion), JPMorgan Chase & Co ($3.7 billion), Vanguard Portfolio Management LLC ($1.7 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EOG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), EOG Resources (EOG) reported revenue of $22.6 billion (down 4.5% from FY2024) and net income of $5.0 billion. Diluted EPS was $9.12. The figures come from the XBRL data in the 10-K.
What are the main risks in EOG's latest 10-K?
In the 10-K filed February 24, 2026, EOG Resources (EOG) flagged: SEC climate disclosure rules (March 2024) stayed by 8th Circuit; California mandates broader; EU methane import limits starting 2030: compliance cost risk rising. Tariffs and trade policy shifts cited as direct inflation risk on drilling/completions operating costs and capex with no offset guarantee. (AI summary of the Risk Factors section.)
What did EOG report in its latest 8-K?
EOG Resources (EOG) filed an 8-K on September 24, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). CFO Ann Janssen retiring after more than 30 years at EOG, creating a key finance leadership transition.
What are the latest EOG SEC filings?
EOG Resources (EOG) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 24, 2026 and a Form 4 insider filing on September 29, 2026.
What is EOG's SEC CIK number?
EOG Resources (EOG)'s SEC Central Index Key (CIK) is 821189. EDGAR lists every EOG filing under that number.
Ask anything about EOG
The research agent reads EOG's filings, financials, insider trades and 13F holders, then answers with sources.