FY2025 EPS Estimates for EOG Resources Reduced by Analyst

EOG Resources, Inc. (NYSE:EOG) – Stock analysts at Zacks Research reduced their FY2025 earnings per share estimates for EOG Resources in a report issued on Thursday, January 15th. Zacks Research analyst Team now expects that the energy exploration company will post earnings of $10.07 per share for the year, down from their prior estimate of $10.09. The consensus estimate for EOG Resources’ current full-year earnings is $11.47 per share. Zacks Research also issued estimates for EOG Resources’ Q4 2025 earnings at $2.17 EPS, Q1 2026 earnings at $2.45 EPS, Q4 2026 earnings at $2.06 EPS, Q3 2027 earnings at $2.67 EPS, Q4 2027 earnings at $2.60 EPS and FY2027 earnings at $10.41 EPS.

EOG Resources (NYSE:EOG) last released its quarterly earnings data on Thursday, November 6th. The energy exploration company reported $2.71 earnings per share for the quarter, beating the consensus estimate of $2.42 by $0.29. EOG Resources had a return on equity of 19.80% and a net margin of 24.49%.The business had revenue of $5.85 billion for the quarter, compared to analysts’ expectations of $5.48 billion. During the same quarter in the previous year, the business posted $2.89 EPS. EOG Resources’s revenue for the quarter was down 2.0% on a year-over-year basis.

Several other brokerages also recently issued reports on EOG. Roth Capital reissued a “neutral” rating on shares of EOG Resources in a research report on Monday, December 15th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of EOG Resources in a research note on Wednesday, October 8th. BMO Capital Markets dropped their price target on EOG Resources from $126.00 to $120.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. UBS Group restated a “buy” rating and issued a $141.00 price target (down from $144.00) on shares of EOG Resources in a report on Friday, December 12th. Finally, Raymond James Financial reiterated a “strong-buy” rating and set a $153.00 price objective on shares of EOG Resources in a report on Wednesday, December 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and sixteen have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $137.00.

EOG Resources Stock Performance

Shares of EOG stock opened at $105.33 on Monday. The company has a debt-to-equity ratio of 0.25, a quick ratio of 1.43 and a current ratio of 1.62. EOG Resources has a 52 week low of $101.59 and a 52 week high of $137.86. The company’s 50 day moving average price is $106.88 and its two-hundred day moving average price is $112.65. The company has a market capitalization of $57.15 billion, a P/E ratio of 10.49, a price-to-earnings-growth ratio of 8.32 and a beta of 0.49.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the stock. First Trust Advisors LP grew its stake in shares of EOG Resources by 64.1% in the second quarter. First Trust Advisors LP now owns 3,728,128 shares of the energy exploration company’s stock valued at $445,921,000 after buying an additional 1,456,928 shares in the last quarter. Prudential Financial Inc. lifted its stake in EOG Resources by 282.3% in the second quarter. Prudential Financial Inc. now owns 1,546,058 shares of the energy exploration company’s stock valued at $184,924,000 after acquiring an additional 1,141,680 shares during the last quarter. Capital World Investors lifted its stake in EOG Resources by 1.4% in the third quarter. Capital World Investors now owns 54,907,949 shares of the energy exploration company’s stock valued at $6,156,495,000 after acquiring an additional 782,426 shares during the last quarter. Qube Research & Technologies Ltd bought a new position in shares of EOG Resources in the 3rd quarter valued at about $87,193,000. Finally, TD Asset Management Inc increased its stake in shares of EOG Resources by 288.1% during the 3rd quarter. TD Asset Management Inc now owns 892,482 shares of the energy exploration company’s stock worth $100,065,000 after purchasing an additional 662,539 shares during the last quarter. Institutional investors and hedge funds own 89.91% of the company’s stock.

Insider Transactions at EOG Resources

In related news, COO Jeffrey R. Leitzell sold 2,000 shares of the stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $105.68, for a total transaction of $211,360.00. Following the completion of the transaction, the chief operating officer directly owned 54,979 shares of the company’s stock, valued at approximately $5,810,180.72. This represents a 3.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.13% of the company’s stock.

EOG Resources Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 30th. Investors of record on Friday, January 16th will be issued a dividend of $1.02 per share. This represents a $4.08 annualized dividend and a yield of 3.9%. The ex-dividend date is Friday, January 16th. EOG Resources’s dividend payout ratio is presently 40.64%.

Key Headlines Impacting EOG Resources

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

• Positive Sentiment: EOG is highlighted for expanding natural‑gas production and pursuing opportunities to supply power for data centers, a potential structural demand tailwind that could diversify revenue and support longer‑term valuation. EOG Resources: Building Out Natural Gas Production Will Help It Power Data Centers
• Neutral Sentiment: BMO Capital Markets trimmed its price target to $120 from $126 but kept an “outperform” rating — a modestly negative signal on near‑term upside while retaining a constructive view on the name. MarketScreener TickerReport
• Neutral Sentiment: Marketplace coverage notes mixed analyst views on EOG versus peers, signaling divergent expectations across the sell‑side that can keep trading volatile. Analysts Conflicted on These Energy Names
• Neutral Sentiment: Consensus analyst rating recently reported as “Hold,” which reflects mixed expectations and may limit broad bullish momentum until clearer catalysts appear. EOG Receives Consensus Rating of “Hold” from Analysts
• Negative Sentiment: Zacks lowered near‑term and full‑year EPS forecasts across multiple quarters (Q2‑2026, Q3‑2026, FY2026) and trimmed Q1‑ and Q2‑2027 estimates — FY2026 fell to $8.78 from $8.94 and several quarter estimates were reduced. These cuts reduce street earnings expectations and are the primary analyst‑driven pressure on the stock today.

EOG Resources Company 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.