Mitsubishi UFJ Asset Management Co. Ltd. Increases Holdings in EOG Resources, Inc. $EOG

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of EOG Resources, Inc. (NYSE:EOG) by 3.4% in the third quarter, Holdings Channel.com reports. The firm owned 1,125,856 shares of the energy exploration company’s stock after acquiring an additional 36,811 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in EOG Resources were worth $126,204,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Hemington Wealth Management increased its position in shares of EOG Resources by 7.2% in the 3rd quarter. Hemington Wealth Management now owns 1,383 shares of the energy exploration company’s stock worth $155,000 after purchasing an additional 93 shares during the last quarter. apricus wealth LLC grew its stake in EOG Resources by 5.0% in the third quarter. apricus wealth LLC now owns 2,002 shares of the energy exploration company’s stock worth $224,000 after purchasing an additional 95 shares in the last quarter. Sowell Financial Services LLC increased its holdings in EOG Resources by 1.6% in the third quarter. Sowell Financial Services LLC now owns 6,234 shares of the energy exploration company’s stock valued at $699,000 after buying an additional 96 shares during the last quarter. Hardy Reed LLC raised its stake in EOG Resources by 4.5% during the third quarter. Hardy Reed LLC now owns 2,267 shares of the energy exploration company’s stock valued at $254,000 after buying an additional 97 shares in the last quarter. Finally, RKL Wealth Management LLC lifted its holdings in EOG Resources by 0.5% during the 3rd quarter. RKL Wealth Management LLC now owns 21,235 shares of the energy exploration company’s stock worth $2,381,000 after buying an additional 98 shares during the last quarter. 89.91% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting EOG Resources

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

• Positive Sentiment: Company set a $4.5B free‑cash‑flow target for 2026 with guidance for ~5% oil growth and ~13% total production growth — supportive for long‑term cash generation and returns. EOG outlines $4.5B free cash flow target for 2026
• Positive Sentiment: Q4 EPS beat consensus ($2.27 vs $2.20) and reported a big jump in oil‑equivalent volumes — evidence of operational execution that supports margins and returns. EOG Q4 Earnings Beat
• Positive Sentiment: Board approved a quarterly dividend of $1.02 (annualized yield ~3.3%), which supports income investors and shareholder returns. Dividend announcement / related coverage
• Positive Sentiment: Wolfe Research raised its price target to $140 and kept an Outperform rating — a bullish read that signals upside from some sell‑side analysts. Wolfe Research raises PT to $140
• Neutral Sentiment: JPMorgan raised its price target to $125 but maintained a Neutral rating — a modest endorsement that signals limited near‑term upside per the bank. JPMorgan raises PT to $125
• Neutral Sentiment: Morgan Stanley maintained a Hold rating, describing a balanced risk‑reward profile — reinforces the mixed analyst backdrop. Morgan Stanley Hold commentary
• Negative Sentiment: Revenue for Q4 missed Street forecasts (~$5.64B vs. ~$5.8B expected) and management cited softer crude realizations and some cost pressure — the top‑line miss likely explains some selling pressure. Q4 revenue miss and price/cost commentary
• Negative Sentiment: Reports note a $6.5B capex plan and mixed signals on near‑term production cadence (some coverage says production held at Q4 levels), which could temper free‑cash‑flow timing and investor sentiment. OGJ: capex plan and production cadence

Wall Street Analysts Forecast Growth

EOG has been the subject of a number of research reports. Citigroup reaffirmed a “neutral” rating and issued a $115.00 price objective (down from $125.00) on shares of EOG Resources in a report on Wednesday, December 17th. Johnson Rice decreased their target price on EOG Resources from $145.00 to $135.00 and set a “hold” rating for the company in a research note on Friday, December 5th. KeyCorp cut shares of EOG Resources from an “overweight” rating to a “sector weight” rating in a report on Friday, January 16th. Sanford C. Bernstein restated a “market perform” rating and issued a $126.00 target price (down from $144.00) on shares of EOG Resources in a research report on Monday, January 5th. Finally, Roth Mkm restated a “neutral” rating and set a $110.00 price target on shares of EOG Resources in a research report on Wednesday. One investment 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $134.85.

Insider Buying and Selling

In other EOG Resources news, COO Jeffrey R. Leitzell sold 2,000 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $125.00, for a total transaction of $250,000.00. Following the sale, the chief operating officer owned 61,481 shares of the company’s stock, valued at $7,685,125. This represents a 3.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.13% of the company’s stock.

EOG Resources Trading Down 1.2%

NYSE:EOG opened at $121.08 on Friday. 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, Inc. has a 12 month low of $101.59 and a 12 month high of $132.09. The company’s 50 day moving average is $110.76 and its 200-day moving average is $111.74. The firm has a market cap of $65.70 billion, a price-to-earnings ratio of 13.29 and a beta of 0.49.

EOG Resources (NYSE:EOG) last announced its earnings results on Tuesday, February 24th. The energy exploration company reported $2.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.20 by $0.07. The business had revenue of $5.64 billion for the quarter, compared to analyst estimates of $5.36 billion. EOG Resources had a net margin of 22.00% and a return on equity of 18.67%. EOG Resources’s revenue was up .9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.74 earnings per share. Equities analysts anticipate that EOG Resources, Inc. will post 11.47 EPS for the current year.

EOG Resources Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Thursday, April 16th will be paid a $1.02 dividend. The ex-dividend date is Thursday, April 16th. This represents a $4.08 dividend on an annualized basis and a dividend yield of 3.4%. EOG Resources’s payout ratio is 44.79%.

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.