Artisan Partners Limited Partnership Increases Stake in EOG Resources, Inc. $EOG

Artisan Partners Limited Partnership boosted its stake in EOG Resources, Inc. (NYSE:EOG) by 2.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,250,016 shares of the energy exploration company’s stock after purchasing an additional 31,976 shares during the quarter. Artisan Partners Limited Partnership owned about 0.23% of EOG Resources worth $140,152,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Cullen Capital Management LLC raised its holdings in shares of EOG Resources by 4.7% during the 2nd quarter. Cullen Capital Management LLC now owns 576,470 shares of the energy exploration company’s stock valued at $68,952,000 after buying an additional 25,753 shares during the period. Rockland Trust Co. grew its position in EOG Resources by 5.1% in the third quarter. Rockland Trust Co. now owns 246,326 shares of the energy exploration company’s stock valued at $27,618,000 after acquiring an additional 11,965 shares in the last quarter. Railway Pension Investments Ltd raised its stake in shares of EOG Resources by 6.9% during the second quarter. Railway Pension Investments Ltd now owns 449,100 shares of the energy exploration company’s stock valued at $53,717,000 after purchasing an additional 28,800 shares during the period. AlphaQuest LLC lifted its position in shares of EOG Resources by 1,413.5% during the third quarter. AlphaQuest LLC now owns 25,533 shares of the energy exploration company’s stock worth $2,863,000 after purchasing an additional 23,846 shares in the last quarter. Finally, BI Asset Management Fondsmaeglerselskab A S boosted its stake in shares of EOG Resources by 21.0% in the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 65,820 shares of the energy exploration company’s stock valued at $7,380,000 after purchasing an additional 11,442 shares during the period. Hedge funds and other institutional investors own 89.91% of the company’s stock.

EOG Resources Stock Up 2.4%

Shares of EOG Resources stock opened at $124.07 on Friday. The business has a 50-day moving average price of $111.21 and a 200 day moving average price of $111.79. EOG Resources, Inc. has a fifty-two week low of $101.59 and a fifty-two week high of $130.52. The firm has a market cap of $66.56 billion, a P/E ratio of 13.62 and a beta of 0.49. The company has a quick ratio of 1.43, a current ratio of 1.63 and a debt-to-equity ratio of 0.27.

EOG Resources (NYSE:EOG) last issued its earnings results on Tuesday, February 24th. The energy exploration company reported $2.27 EPS for the quarter, topping the consensus estimate of $2.20 by $0.07. EOG Resources had a return on equity of 18.67% and a net margin of 22.00%.The company had revenue of $5.64 billion during the quarter, compared to analyst estimates of $5.36 billion. During the same quarter last year, the firm earned $2.74 EPS. The business’s revenue was up .9% on a year-over-year basis. On average, sell-side analysts forecast that EOG Resources, Inc. will post 11.47 earnings per share for the current fiscal year.

EOG Resources Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Thursday, April 16th will be issued a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date of this dividend is Thursday, April 16th. EOG Resources’s dividend payout ratio is 44.79%.

EOG Resources News Roundup

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

• Positive Sentiment: Q4 earnings beat and operational strength — EOG topped EPS estimates, reported large YoY production gains and strong free cash flow, underpinning investor confidence. EOG Resources Q4 Earnings Beat Estimates on Higher Production Volumes
• Positive Sentiment: 2026 guidance emphasizes cash generation and growth — management outlined a $4.5B free cash flow target with ~5% oil growth and ~13% total production growth, supporting returns and buyback/dividend potential. EOG outlines $4.5B free cash flow target for 2026
• Positive Sentiment: Analyst upgrade momentum — Wolfe Research raised its price target to $140 and kept an outperform rating, adding upward analyst pressure on the stock. Wolfe Research adjusts price target on EOG Resources to $140
• Positive Sentiment: Institutional buying — Aster Capital increased its stake materially, signaling additional investor interest. Aster Capital Management DIFC Ltd Has $935,000 Stake in EOG Resources, Inc.
• Positive Sentiment: Capex plan supports production stability — Management plans ~$6.5B capex while keeping production at Q4 levels, balancing growth with returns. EOG keeping production at fourth-quarter levels with $6.5 billion capex plan
• Neutral Sentiment: JPMorgan nudged its target higher to $125 but kept a neutral rating — modestly positive signal but not a conviction upgrade. JPMorgan adjusts EOG Resources PT to $125
• Neutral Sentiment: Morgan Stanley maintains a Hold — analysts note solid fundamentals but see a balanced risk/reward, keeping some selling pressure possible. EOG Resources: Solid fundamentals but Hold rating
• Neutral Sentiment: Exploration interest abroad — commentary about U.S. players eyeing Middle East opportunities is strategic longer-term potential but uncertain near-term impact. Exploration drilling: US player excited about ‘size of the prize’ in Middle East
• Negative Sentiment: Susquehanna trimmed its price target from $151 to $144 — a downward PT revision that could cap near-term upside despite the firm retaining a positive rating. Susquehanna adjusts price target on EOG Resources to $144
• Negative Sentiment: Revenue pressure from commodity mix and costs — while EPS beat, revenue was affected by softer crude prices and higher costs, which could limit margin expansion if commodity prices weaken. EOG Resources Q4 revenue note

Insider Buying and Selling at EOG Resources

In other news, COO Jeffrey R. Leitzell sold 2,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $125.00, for a total value of $250,000.00. Following the transaction, the chief operating officer directly owned 61,481 shares in the company, valued at approximately $7,685,125. This trade represents a 3.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 0.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on EOG. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $126.00 price target (down from $144.00) on shares of EOG Resources in a research note on Monday, January 5th. UBS Group reaffirmed a “buy” rating and set a $141.00 target price (down from $144.00) on shares of EOG Resources in a research report on Friday, December 12th. Citigroup reissued a “neutral” rating and issued a $115.00 price target (down from $125.00) on shares of EOG Resources in a report on Wednesday, December 17th. Barclays dropped their price objective on EOG Resources from $136.00 to $133.00 and set an “equal weight” rating on the stock in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada set a $138.00 target price on EOG Resources and gave the company an “outperform” rating in a research report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, sixteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, EOG Resources currently has a consensus rating of “Hold” and a consensus target price of $134.59.

EOG Resources 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.