Magnolia Oil & Gas Corp Sees Decline in Q3 Profit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 30 2025
0mins
Should l Buy MGY?
Source: NASDAQ.COM
Earnings Decline: Magnolia Oil & Gas Corp reported a decrease in earnings for the third quarter, totaling $75.45 million or $0.40 per share, down from $99.78 million or $0.52 per share in the same period last year.
Adjusted Earnings: Excluding certain items, the company reported adjusted earnings of $77.8 million, maintaining the same earnings per share of $0.40 for the period.
Revenue Drop: The company's revenue fell by 2.5%, amounting to $324.93 million compared to $333.13 million in the previous year.
Earnings Summary: Key figures for Magnolia Oil & Gas Corp include earnings of $75.45 million, EPS of $0.40, and revenue of $324.93 million, all reflecting a decline from the previous year.
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Analyst Views on MGY
Wall Street analysts forecast MGY stock price to fall
11 Analyst Rating
7 Buy
3 Hold
1 Sell
Moderate Buy
Current: 29.060
Low
21.00
Averages
26.44
High
31.00
Current: 29.060
Low
21.00
Averages
26.44
High
31.00
About MGY
Magnolia Oil & Gas Corporation is an oil and gas exploration and production company with operations primarily in South Texas in the core of the Eagle Ford Shale and Austin Chalk formations. The Company’s oil and natural gas properties are located primarily in the Karnes and Giddings areas in South Texas. Its assets consist of a total leasehold position of approximately 817,907 gross (604,057 net) acres, including 79,067 gross (54,936 net) acres in the Karnes area and 738,840 gross (549,121 net) acres in the Giddings area. The Giddings area is comprised of oil and natural gas assets primarily located in Brazos, Burleson, Fayette, Grimes, Lee, Milam, Robertson, and Washington Counties, Texas. The Karnes area is comprised of oil and natural gas assets primarily located in Karnes, Dimmit, Gonzales, and Zavala Counties, Texas, in the core of the Eagle Ford Shale. The acreage comprising the Karnes area also includes the Austin Chalk formation overlying the Eagle Ford Shale.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Market Value: The total market value of the shares being sold is approximately $3.51 million.
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- Robust Financial Performance: The fourth quarter adjusted net income was approximately $71 million, translating to $0.38 per diluted share, with adjusted EBITDAX at $216 million, reflecting the company's ongoing commitment to capital discipline and shareholder return strategies.
- Enhanced Shareholder Returns: Magnolia repurchased approximately 8.9 million shares in 2025, reducing its diluted share count by about 4.5%, while also announcing a 10% dividend increase, marking the fifth consecutive year of dividend growth and boosting investor confidence.
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- Capital Expenditure Plans: The company estimates its 2026 drilling and completion capital spending to be between $440 million and $480 million, comparable to last year, which includes a non-operated capital estimate similar to 2025, reflecting a cautious and stable approach to capital allocation.
- Production Growth Outlook: Magnolia anticipates total production growth of approximately 5% for 2026, aligning with its capital expenditure plans, indicating a commitment to enhancing production efficiency and output in the coming year.
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- Revenue Expectations: The anticipated revenue for Q4 is $313.74 million, down 3.4% year-over-year, suggesting challenges in sales growth amid market volatility and oil price uncertainties.
- Performance Revision History: Over the past year, MGY has beaten EPS estimates 50% of the time and revenue estimates 75% of the time, indicating some capacity for exceeding expectations, although recent revision trends may impact investor confidence.
- Revision Trends Analysis: In the last three months, EPS estimates have seen three upward revisions and 13 downward revisions, while revenue estimates have experienced two upward revisions and ten downward revisions, reflecting a cautious market sentiment regarding the company's future performance.
See More
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- Quarterly Dividend Increase: Magnolia Oil & Gas has declared a quarterly dividend of $0.165 per share, marking a 10% increase from the previous $0.150, reflecting the company's financial resilience amid current oil price volatility.
- Yield Analysis: The forward yield of 2.62% not only provides shareholders with stable cash returns but may also attract more investor interest in the company's stock performance.
- Shareholder Rights Assurance: The dividend will be payable on March 2, with a record date of February 10 and an ex-dividend date also on February 10, ensuring existing shareholders can benefit from this payout in a timely manner.
- Market Reaction Expectations: In an uncertain macro environment for oil prices, the dividend increase from Magnolia Oil & Gas may bolster market confidence, even though its reinvestment rate remains below 55%, indicating the company's commitment to shareholder returns.
See More
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Company Announcement: Magnolia Oil & Gas officer Christopher Gintend plans to sell 119.95K shares of its common stock.
Market Value: The total market value of the shares being sold is approximately $3.51 million.
See More
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Company Announcement: Magnolia Oil & Gas Corporation has raised its target price significantly.
New Target Price: The target price has been increased from $29 to $35.
See More
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- Significant Production Growth: In 2025, Magnolia achieved an 11% increase in total company production, with oil production rising by 4% to nearly 40,000 barrels per day, demonstrating the company's strong performance and execution amid product price volatility.
- Robust Financial Performance: The fourth quarter adjusted net income was approximately $71 million, translating to $0.38 per diluted share, with adjusted EBITDAX at $216 million, reflecting the company's ongoing commitment to capital discipline and shareholder return strategies.
- Enhanced Shareholder Returns: Magnolia repurchased approximately 8.9 million shares in 2025, reducing its diluted share count by about 4.5%, while also announcing a 10% dividend increase, marking the fifth consecutive year of dividend growth and boosting investor confidence.
- Optimistic Future Outlook: The company expects drilling completions and facility capital expenditures for 2026 to range between $440 million and $480 million, with a planned production growth of approximately 5%, showcasing its ability to adapt flexibly to market changes despite product price volatility.
See More
Magnolia Oil & Gas Q4 Earnings Beat Expectations
- Earnings Highlights: Magnolia Oil & Gas reported a Q4 GAAP EPS of $0.37, beating expectations by $0.01, indicating stable profitability, while revenue of $317.62 million, down 2.7% year-over-year, still exceeded forecasts by $3.88 million, showcasing resilience in a challenging market.
- Capital Expenditure Plans: The company estimates its 2026 drilling and completion capital spending to be between $440 million and $480 million, comparable to last year, which includes a non-operated capital estimate similar to 2025, reflecting a cautious and stable approach to capital allocation.
- Production Growth Outlook: Magnolia anticipates total production growth of approximately 5% for 2026, aligning with its capital expenditure plans, indicating a commitment to enhancing production efficiency and output in the coming year.
- Quarterly Spending Peak: Estimated D&C capital spending for Q1 2026 is approximately $125 million, expected to be the highest quarterly rate for the year, with total production estimated at about 102 Mboe/d, despite a 1.5 Mboe/d downtime impact from a winter storm, all of which has been fully restored, demonstrating the company's quick recovery capabilities.
See More
Magnolia Oil & Gas to Announce Q4 Earnings on February 6
- Earnings Announcement: Magnolia Oil & Gas is set to release its Q4 earnings on February 6 before the market opens, with a consensus EPS estimate of $0.36, reflecting a 10% year-over-year decline, indicating potential profitability pressures in the current oil price environment.
- Revenue Expectations: The anticipated revenue for Q4 is $313.74 million, down 3.4% year-over-year, suggesting challenges in sales growth amid market volatility and oil price uncertainties.
- Performance Revision History: Over the past year, MGY has beaten EPS estimates 50% of the time and revenue estimates 75% of the time, indicating some capacity for exceeding expectations, although recent revision trends may impact investor confidence.
- Revision Trends Analysis: In the last three months, EPS estimates have seen three upward revisions and 13 downward revisions, while revenue estimates have experienced two upward revisions and ten downward revisions, reflecting a cautious market sentiment regarding the company's future performance.
See More
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- Quarterly Dividend Increase: Magnolia Oil & Gas has declared a quarterly dividend of $0.165 per share, marking a 10% increase from the previous $0.150, reflecting the company's financial resilience amid current oil price volatility.
- Yield Analysis: The forward yield of 2.62% not only provides shareholders with stable cash returns but may also attract more investor interest in the company's stock performance.
- Shareholder Rights Assurance: The dividend will be payable on March 2, with a record date of February 10 and an ex-dividend date also on February 10, ensuring existing shareholders can benefit from this payout in a timely manner.
- Market Reaction Expectations: In an uncertain macro environment for oil prices, the dividend increase from Magnolia Oil & Gas may bolster market confidence, even though its reinvestment rate remains below 55%, indicating the company's commitment to shareholder returns.
See More
