American Century Companies Inc. Reduces Position in EOG Resources, Inc. $EOG

American Century Companies Inc. trimmed its stake in EOG Resources, Inc. (NYSE:EOG) by 10.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,658,206 shares of the energy exploration company’s stock after selling 297,026 shares during the quarter. American Century Companies Inc.’s holdings in EOG Resources were worth $298,038,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. JCIC Asset Management Inc. purchased a new position in EOG Resources in the third quarter valued at approximately $32,000. Twin Peaks Wealth Advisors LLC purchased a new position in EOG Resources in the second quarter valued at about $35,000. Salomon & Ludwin LLC lifted its stake in shares of EOG Resources by 122.8% during the third quarter. Salomon & Ludwin LLC now owns 323 shares of the energy exploration company’s stock worth $36,000 after purchasing an additional 178 shares in the last quarter. Mountain Hill Investment Partners Corp. purchased a new stake in shares of EOG Resources in the third quarter worth about $37,000. Finally, Quent Capital LLC acquired a new stake in shares of EOG Resources in the third quarter valued at about $37,000. 89.91% of the stock is currently owned by institutional investors and hedge funds.

EOG Resources Price Performance

Shares of NYSE:EOG opened at $124.07 on Friday. The company’s fifty day moving average is $111.21 and its two-hundred day moving average is $111.79. The company has a market cap of $66.56 billion, a P/E ratio of 13.62 and a beta of 0.49. EOG Resources, Inc. has a 12-month low of $101.59 and a 12-month high of $130.52. 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 announced its quarterly earnings results on Tuesday, February 24th. The energy exploration company reported $2.27 earnings per share (EPS) for the quarter, beating 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 business had revenue of $5.64 billion during the quarter, compared to analyst estimates of $5.36 billion. During the same period in the previous year, the company earned $2.74 EPS. The firm’s revenue was up .9% on a year-over-year basis. Equities analysts expect that EOG Resources, Inc. will post 11.47 earnings per share for the current fiscal year.

EOG Resources Dividend Announcement

The company also recently declared 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 yield of 3.3%. The ex-dividend date is Thursday, April 16th. EOG Resources’s dividend payout ratio is 44.79%.

Key Stories Impacting EOG Resources

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 Transactions 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 stock was sold at an average price of $125.00, for a total value of $250,000.00. Following the sale, the chief operating officer directly owned 61,481 shares of the company’s stock, valued at approximately $7,685,125. This trade represents a 3.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.13% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several equities analysts recently commented on EOG shares. Morgan Stanley set a $128.00 price target on EOG Resources and gave the stock an “equal weight” rating in a research report on Friday, January 23rd. Zacks Research downgraded EOG Resources from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 20th. Barclays reduced their price target on shares of EOG Resources from $136.00 to $133.00 and set an “equal weight” rating for the company in a report on Wednesday, January 21st. Johnson Rice reduced their price target on EOG Resources from $145.00 to $135.00 and set a “hold” rating for the company in a research report on Friday, December 5th. Finally, Jefferies Financial Group set a $140.00 price objective on EOG Resources in a research note on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, sixteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, EOG Resources currently has an average rating of “Hold” and an average 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.