Magnolia Oil & Gas (MGY)
Produces oil, natural gas and NGLs from South Texas shale properties.
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Produces crude oil, natural gas and NGLs from Eagle Ford and Austin Chalk properties in South Texas, selling output at market-linked prices. A single U.S. segment concentrates operations in Karnes and Giddings, where growth comes from drilling and bolt-on acreage acquisitions.
Acquires, develops, explores and produces crude oil, natural gas and natural gas liquids from the Karnes and Giddings areas of South Texas. Operations target the Eagle Ford Shale and Austin Chalk, with Giddings supplying most current output. A pending acquisition of WildFire Energy's nearby assets would more than double the Giddings acreage and add exposure to the Woodbine.
Pairs operated drilling with bolt-on acreage acquisitions and a capital program designed to remain within operating cash flow. Oil contributes most revenue, while all three commodities are sold at market-linked prices to refiners, processors and other third parties. Results depend on commodity prices, well performance, customer concentration, gathering and processing access, lease retention, and federal, state and local rules governing drilling, emissions and environmental remediation.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | JP Morgan | Upgrade | ||
| Sep 2, 2026 | Seaport Global | Initiate | Rating: — | |
| Aug 17, 2026 | Johnson Rice | Upgrade | Target: — | Target: $32 |
| Aug 12, 2026 | Wells Fargo | Reiterate | Rating: —Target: $31 | Target: $36 |
| Aug 12, 2026 | KeyBanc | Reiterate | Rating: —Target: $30 | Target: $38 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $295.9M · Total debt $393.6M · Total assets $3.14B · Shareholders' equity $2.15B
- Revenue
- $478.8M
- Operating income
- $239.5M
- Net income
- $181.8M
HistoryDividendAnnual yield
| Institutions | 112.55% | 208.16M shares | |
|---|---|---|---|
| 417 holders · as of Jun 30, 2026 | |||
| Insiders | 1.16% | 2.15M shares | |
| 10 holders · as of Sep 3, 2026 | |||
| Adds to | 113.71% | ||
184.95M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (184.95M in the company's Sep 22, 2026 report, 236.97M elsewhere); stakes use the report.
These groups come from separate filings that can overlap, so they add to 113.71%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 17.29% | 31.97M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.29% | 15.34M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 5.95% | 11.01M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.38% | 9.94M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.14% | 7.66M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | David M. Khani | director | +54 | $26.78 |
| Aug 7, 2026 | David M. Khani | director | +8,000 | $25.00 |
| Aug 7, 2026 | Ralph Lewis Ropp | director | +5,000 | $24.63 |
| Mar 30, 2026 | Shandell Szabo | director | −11,731 | $31.98 |
| Mar 9, 2026 | Christopher G. Stavros | director, officer: CEO & CHAIRMAN | −119,954 | $29.29 |
- EOG Resources
Large Eagle Ford peer with Dorado gas scale.
- ConocoPhillips
Eagle Ford scale benchmark inside Lower 48.
- Crescent Energy
Acquisition-led Eagle Ford consolidator.
- SM Energy
South Texas Eagle Ford and Austin Chalk peer.
- Devon Energy
Multi-basin shale peer with Eagle Ford exposure.
- Murphy Oil
Eagle Ford producer with oil-weighted US exposure.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Magnolia Oil & Gas | $24.46 | +0.80% | $5.75B | 10.5 | 8.3 | 3.9 | +50.1% |
| EOG Resources | $140.70 | −0.48% | $75.30B | 11.0 | 9.0 | 2.8 | +60.5% |
| ConocoPhillips | $126.66 | −0.68% | $155.37B | 16.9 | 12.8 | 2.5 | +39.7% |
| Crescent Energy | $13.36 | +0.79% | $4.38B | — | 5.8 | 1.0 | +55.3% |
| SM Energy | $34.67 | −0.23% | $8.33B | 9.0 | 4.7 | 1.5 | +218.4% |
| Devon Energy | $47.53 | −0.14% | $52.35B | 11.3 | 9.4 | 2.7 | +83.2% |
| Murphy Oil | $35.99 | −0.53% | $5.19B | 17.9 | 12.8 | 1.7 | +35.9% |
| Median | 11.3 | 9.2 | 2.1 | +57.9% |