EOG Resources beats fourthquarter earnings estimates as production climbs | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The logo of U.S. oil and gas company EOG Resources is seen in its office in Chongqing, China December 15, 2017. Picture taken December 15, 2017. REUTERS/Chen Aizhu [Purchase Licensing Rights, opens new tab]- Companies[EOG Resources Inc]Follow[US Oil and Gas PLC]FollowFeb 24 (Reuters) - EOG Resources [(EOG.N), op ...

☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 1-9743 EOG RESOURCES, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) (Exact name of registrant as specified in its charter) Delaware 47-0684736 (State or other jurisdiction of incorporation or organization) Ident ...

February 24, 2026 EOG Resources Reports Fourth Quarter and Full-Year 2025 Results; Announces 2026 Capital Plan EXHIBIT 99.1 eog resources HOUSTON - (PR Newswire) - EOG Resources, Inc. (EOG) today reported fourth quarter and full-year 2025 results. The attached schedules for the reconciliation of Non-GAAP measures to GAAP measures, along with a related presentation, are also available on EOG's website at http://investors.eogresources.com/investors. Fourth Quarter Highlights Full-Year 2025 Highlights 2026 Out ...

The upcoming report from EOG Resources (EOG) is expected to reveal quarterly earnings of $2.20 per share, indicating a decline of 19.7% compared to the year-ago period. Analysts forecast revenues of $5.8 billion, representing an increase of 3.9% year over year.Over the last 30 days, there has been a downward revision of 3.6% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course ...

Core Viewpoint - EOG Resources, Inc. is recognized as one of the best crude oil stocks to buy amid rising tensions, with a strong outlook from analysts and a solid dividend yield [1][4]. Group 1: Analyst Ratings and Price Targets - Siebert Williams Shank & Co has reiterated a 'Buy' rating for EOG Resources, assigning a price target of $150, which suggests an upside of over 22% from the current share price [2]. - Wells Fargo raised its price target for EOG from $126 to $127 while maintaining an 'Overweight' rating, highlighting the challenging oil macro environment due to rising output from OPEC and non-OPEC producers [3]. Group 2: Financial Performance and Projections - EOG Resources is targeting $4.5 billion in free cash flow for the full year 2025, with Q4 2025 results set to be released on February 24, 2026 [4]. - The company boasts an annual dividend yield of 3.34%, further solidifying its position as a top choice for dividend investors [4].

Core Viewpoint - U.S. shale oil and gas producers are expanding internationally to secure supply amid changing long-term oil demand forecasts [1] Group 1: Company Activities - Continental Resources is actively acquiring assets in Argentina's Vaca Muerta shale play, which is the second-largest shale oil and gas deposit globally, and has made two recent acquisitions there [2] - The company is also exploring opportunities in Turkey, with potential recoverable reserves estimated at 6 billion barrels of oil and 12-20 trillion cubic feet of gas in the Diyarbakir Basin, and 20-45 trillion cubic feet in the Thrace Basin [2] - Bryan Sheffield, former CEO of Parsley Energy, is investing in Tamboran Resources, which holds drilling rights to nearly 2 million acres in Australia's Beetaloo basin, known for its significant shale gas deposits [3] - EOG Resources has commenced drilling in the UAE and plans to drill in Bahrain, indicating the region's potential for unconventional energy resources [4] Group 2: Market Trends - The expansion of U.S. shale drillers abroad is driven by peaking production levels domestically, with analysts suggesting that this global expansion was overdue due to the focus on the prolific Permian resources [4]

Core Insights - Kuwait Oil Company is engaging in discussions with U.S. firms, including Devon Energy and EOG, for potential collaboration in developing its shale oil and gas resources [1] Company Developments - The CEO of Kuwait Oil Company confirmed the ongoing talks with U.S. firms, indicating a strategic move towards enhancing its shale oil and gas capabilities [1]

Core Viewpoint - EOG Resources, Inc. has been downgraded from Overweight to Sector Weight by KeyBanc analyst Tim Rezvan due to concerns over declining well productivity in its core Texas operations, particularly in the Eagle Ford and Delaware Basin regions [1][3]. Group 1: Analyst Downgrade and Concerns - KeyBanc's downgrade reflects worries about deteriorating productivity trends in EOG's primary production areas, which are critical to the company's performance [1]. - The analyst noted that initial production rates from new extra-large laterals can vary in their first year, leading to a more cautious outlook on EOG compared to previous expectations [2]. - Despite the downgrade, KeyBanc maintains a price target of $138 for EOG shares, indicating a belief in the stock's potential despite current challenges [2]. Group 2: Asset Performance and Market Outlook - KeyBanc remains optimistic about EOG's oily Utica asset, although there are concerns regarding productivity changes in legacy assets located in Texas [3]. - The analyst has adopted a more selective view of the energy sector as it approaches 2026, citing concerns over low oil prices and increased volatility in natural gas markets [3]. - EOG Resources operates as an independent oil and gas company, focusing on exploration, development, production, and marketing of crude oil, natural gas, and natural gas liquids, primarily in major US shale basins [4].

Core Insights - EOG Resources Inc. (NYSE:EOG) has one of the lowest forward PE ratios among stocks [1] - RBC Capital has reduced its price target for EOG from $145 to $138, maintaining an Outperform rating, due to revised commodity price projections, particularly for oil [1] - The firm now expects WTI crude to average $56 per barrel in 2026, down from a previous estimate of $60.06 per barrel [1] Financial Projections - RBC's earnings per share (EPS) forecast for EOG in 2026 has been lowered to $8.19 from $9.76, and cash flow per share estimates have decreased to $19.05 from $20.79, primarily due to lower oil price assumptions [2] - For 2027, EPS is projected to be $11.43, down from $11.69, and cash flow per share is expected to be $23.07, reduced from $23.44 [2] Company Overview - EOG Resources Inc. engages in the exploration, development, production, and marketing of crude oil, natural gas liquids, and natural gas in the US, Trinidad & Tobago, and internationally [3]

Core Viewpoint - EOG Resources, Inc. is a leading oil and gas producer with a significant presence in major shale basins and Trinidad, valued at approximately $60.8 billion, focusing on high-return plays while facing mixed stock performance in recent periods [1][2][5]. Group 1: Company Overview - EOG Resources controls about 535,000 net acres in Eagle Ford and 160,000 in Dorado, concentrating on Wolfcamp, Bone Spring, and Leonard plays across oil, NGLs, and natural gas [1]. - The company generated $1.4 billion in free cash flow during Q3 2025, returning $545 million through dividends and repurchasing $440 million in shares, which bolstered investor confidence [6]. Group 2: Stock Performance - Over the past 52 weeks, EOG's shares declined by 13.6%, underperforming the S&P 500 Index, which increased by 14.3% [2]. - Year-to-date, EOG stock has risen by 6.8%, significantly outperforming the S&P 500's modest gain of 1.4% [2]. - Compared to the State Street Energy Select Sector SPDR ETF, which gained 13.2% over the past year, EOG stock has lagged [3]. Group 3: Earnings and Analyst Sentiment - In Q3 2025, EOG's revenue decreased by 2% year-over-year to $5.85 billion, slightly missing analyst expectations of $5.95 billion, while adjusted EPS fell by 6.2% to $2.71, surpassing the $2.43 estimate [5]. - For fiscal year 2025, analysts project a diluted EPS of $10.11, indicating a 13% year-over-year decline, but EOG has consistently exceeded earnings estimates in the past four quarters [7]. - The consensus rating among 34 analysts is "Moderate Buy," with 13 "Strong Buy" ratings, 2 "Moderate Buy" calls, 18 "Hold" recommendations, and 1 "Strong Sell" [7].