MUR at a glance
MURPHY OIL CORP (MUR, SEC CIK 717423) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as October 1, 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), MURPHY OIL CORP (MUR) reported revenue of $2.7 billion (down 10.9% from FY2024) and net income of $104.2 million. Diluted EPS was $0.72.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding MURPHY OIL CORP (MUR) shares worth $2.2 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.7B
- −10.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 34 funds
- $2.2B · −1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core upstream oil and gas exploration, production, and development with 189 thousand BOEPD production in 2025
- Strategic acquisition of Pioneer FPSO in Gulf of America for $125 million, expanding production infrastructure
- Share repurchase of 3.6 million shares for $100 million under capital allocation plan authorized up to $1.1 billion
- Issued $500 million 6.50% senior notes due 2034, redeemed $227.5 million senior notes due 2027-28, upsized credit facility to $2 billion
- Increased quarterly dividend to $0.35 per share, annualized $1.40 per share, signaling strengthened shareholder returns
Risk Factors
- Regulatory risk: International agreements and U.S. executive orders targeting near-zero methane emissions and GHG reductions
- Macroeconomic threat: Reduced global demand for crude oil and natural gas due to public/private subsidies for non-fossil fuel energy sources
- Operational risk: Uncertainty from fluctuating hydrocarbon demand impacting capital allocation and reserves estimation
- Legal risk: Multiple pending lawsuits on personal injury, environmental, and climate change matters without material impact expected
Management Discussion & Analysis
- Forward-looking statements highlight risks: commodity prices, geopolitical issues, production, reserves, regulations, and market conditions
- Management underscores uncertainties around capital allocation, dividends, share repurchases, and operational goals
- Emphasis on macroeconomic, regulatory, and cybersecurity risks as key emerging concerns
AI summary of the MUR 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
- No profitability, margin, segment performance, cash flow, or capital deployment figures disclosed
- Headwinds include commodity volatility, geopolitical concerns, tariffs, inflation, regulatory changes and capital-market conditions
Risk Factors
- No risk-factors section provided in the submitted excerpt
- No newly added or materially updated risks identifiable
- No regulatory, legal, operational, market, or financial risks disclosed in the excerpt
AI summary of the MUR 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 7.01: Regulation FD Disclosure
- Forward-looking statement safe harbor covering Murphy Oil’s outlook, capital allocation, production, reserves and ESG targets
- Key risks include oil and gas prices, exploration success, production replacement and geopolitical concerns including Iran conflict
Item EX-99.1: Item EX-99.1
- 2Q 2026 production 169 MBOEPD, with 50% oil, supporting commodity-price exposure and portfolio diversification
- 2026 CAPEX guidance increased $300 MM to $1.5–$1.6 BN, primarily funding Côte d’Ivoire exploration, Eagle Ford acceleration, and Chinook #8
Item 8.01: Other Events
- Michol L. Ecklund appointed Senior Vice President, Chief Legal Officer and Corporate Secretary effective August 31, 2026
- 25-plus years of energy-sector legal, governance, compliance and leadership experience
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Earnings release issued August 5, 2026
Item EX-99.1: Item EX-99.1
- Q2 net income $232.2M, or $1.59 diluted EPS, versus $22.3M and $0.16 in Q2 2025
- Production 168,995 BOEPD at the upper guidance range, supported by strong Tupper Montney well performance
AI summaries of MUR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MUR
Don't miss the next MUR filing
- Alerts as it files. A push when MUR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut MUR, by share count.
- Ask anything. An AI agent that reads every MUR filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Nolan Jeffrey W | A | Sep 30, 2026 | 743 | - |
| Earley Michelle A | A | Sep 30, 2026 | 31 | - |
| DEMING CLAIBORNE P | A | Sep 30, 2026 | 1,115 | - |
| DEMING CLAIBORNE P | A | Sep 30, 2026 | 507 | - |
| Ecklund Michol L | A | Aug 31, 2026 | 25,500 | - |
| Ecklund Michol L | A | Aug 31, 2026 | 25,500 | - |
| Nolan Jeffrey W | A | Mar 31, 2026 | 667 | - |
| Earley Michelle A | A | Mar 31, 2026 | 28 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.4B | $3.0B | $2.7B |
| Operating Income | $1.0B | $602.6M | $301.2M |
| Net Income | $661.6M | $407.2M | $104.2M |
| Op. Margin | 30.2% | 20.0% | 11.2% |
| Net Margin | 19.2% | 13.5% | 3.9% |
| Balance Sheet | |||
| Total Assets | $9.8B | $9.7B | $9.8B |
| Equity | $5.4B | $5.2B | $5.1B |
| ROE | 12.3% | 7.8% | 2.0% |
| Per Share | |||
| EPS | - | $2.70 | $0.72 |
| Cash Flow | |||
| Operating CF | $1.7B | $1.7B | $1.2B |
Source: XBRL data in MURPHY OIL CORP (MUR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MUR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $2.25B |
| Q1 2026 | 35 | $2.81B |
| Q4 2025 | 31 | $2.24B |
| Q3 2025 | 33 | $1.92B |
| Q2 2025 | 30 | $1.55B |
| Q1 2025 | 28 | $1.42B |
| Q4 2024 | 24 | $1.39B |
| Q3 2024 | 23 | $900.6M |
- BlackRock+1.01M (+6%)
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- Dimensional Fund Advisors+214.9K (+3%)
- Citadel Advisors LLC+207.4K (+26%)
- FMR LLC (Fidelity)−454.8K (-14%)
- Bank of America Corp−431.9K (-24%)
- Morgan Stanley−290.3K (-16%)
- Goldman Sachs Group−273.2K (-19%)
- Millennium Management−95.7K (-93%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 238 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MUR 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 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | May 14, 2026 | - | Analysis | |
| SC 13G | May 12, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Mar 12, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 10-K | Feb 25, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 10, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - |
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MUR SEC filings: frequently asked questions
Which institutions hold MUR stock?
As of June 30, 2026, the largest MURPHY OIL CORP (MUR) holders among the 13F filers tracked by SignalX were BlackRock ($626.5 million), Dimensional Fund Advisors ($273.1 million), Vanguard Portfolio Management LLC ($252.9 million), State Street Corp ($237.9 million), Vanguard Capital Management LLC ($199.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MUR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), MURPHY OIL CORP (MUR) reported revenue of $2.7 billion (down 10.9% from FY2024) and net income of $104.2 million. Diluted EPS was $0.72. The figures come from the XBRL data in the 10-K.
What are the main risks in MUR's latest 10-K?
In the 10-K filed February 25, 2026, MURPHY OIL CORP (MUR) flagged: Regulatory risk: International agreements and U.S. executive orders targeting near-zero methane emissions and GHG reductions. Macroeconomic threat: Reduced global demand for crude oil and natural gas due to public/private subsidies for non-fossil fuel energy sources. (AI summary of the Risk Factors section.)
What did MUR report in its latest 8-K?
MURPHY OIL CORP (MUR) filed an 8-K on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure). Forward-looking statement safe harbor covering Murphy Oil’s outlook, capital allocation, production, reserves and ESG targets.
What are the latest MUR SEC filings?
MURPHY OIL CORP (MUR) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on October 1, 2026.
What is MUR's SEC CIK number?
MURPHY OIL CORP (MUR)'s SEC Central Index Key (CIK) is 717423. EDGAR lists every MUR filing under that number.
Ask anything about MUR
The research agent reads MUR's filings, financials, insider trades and 13F holders, then answers with sources.