Industry Analysts Just Made A Substantial Upgrade To Their Magnolia Oil & Gas Corporation (NYSE:MGY) Revenue Forecasts
Industry analysts have significantly upgraded Magnolia Oil & Gas Corporation's (NYSE:MGY) revenue forecasts for this year, projecting a 22% increase in sales to US$1.6 billion in 2026. Despite the revenue boost, the consensus price target remains unchanged, suggesting analysts prioritize earnings for value creation. The company is expected to see accelerated growth, outperforming the wider industry.
Magnolia Oil & Gas (MGY) director awarded 6,320 RSUs, holdings rise to 134,569 shares
Magnolia Oil & Gas director Arcilia Acosta was granted 6,320 restricted stock units (RSUs) of Class A Common Stock at no cash cost, increasing her direct holdings to 134,569 shares. These RSUs, issued under the company's Long Term Incentive Plan, will vest on the earlier of the day before the next annual stockholder meeting where directors are elected or the first anniversary of the grant date, contingent on her continued board service. This transaction was reported in a neutral Form 4 filing, indicating an equity award rather than an open-market purchase.
Magnolia Oil & Gas (MGY) director receives 6,320 RSUs award
Magnolia Oil & Gas Corp director Shandell Szabo was granted 6,320 restricted stock units (RSUs) of Class A common stock under the company’s Long Term Incentive Plan, with a grant price of $0.00. These RSUs will vest on the earlier of the day before the next director election meeting or the first anniversary of the grant date, subject to continued service. Following this award, Szabo directly holds 20,624 shares of Class A common stock.
Magnolia Oil & Gas (MGY) director granted 6,320 RSUs in equity award
Magnolia Oil & Gas director David M. Khani was granted 6,320 restricted stock units (RSUs) on May 8, 2026, as an equity award under the company's Long Term Incentive Plan. These RSUs will vest on the earlier of the day before the next director election meeting or the first anniversary of the grant date, provided his continued board service. Following this transaction, Khani directly holds 22,622 shares of the company's Class A common stock.
Magnolia Oil & Gas (MGY) director receives 6,320 RSUs as equity award
Magnolia Oil & Gas Corp director Ralph Lewis Ropp has received an equity award of 6,320 Class A share-equivalent restricted stock units (RSUs) at no cash cost. These RSUs, granted under the company's Long Term Incentive Plan, will vest on the earlier of the day before the next director election meeting or the first anniversary of the grant date, subject to continued board service. Following this transaction, Ropp directly holds 21,007 shares of Class A common stock.
Magnolia Oil & Gas (MGY) director receives 6,320 RSU award in Form 4 filing
Magnolia Oil & Gas (MGY) director Edward P. Djerejian was granted 6,320 restricted stock units (RSUs) as part of the company’s Long Term Incentive Plan. These RSUs, which vest based on continued board service, were awarded at no cash cost and each represent one share of Class A common stock. Following this transaction, Djerejian directly holds 116,745 shares of the company.
Magnolia Oil & Gas (MGY) director awarded 8,028 RSUs in equity grant
Magnolia Oil & Gas (MGY) director Dan F. Smith was granted 8,028 restricted stock units (RSUs) as equity compensation, increasing his direct holdings to 127,232 shares. The RSUs, awarded at a price of $0.00 per share, will vest on the earlier of the day before the next annual shareholder meeting or the first anniversary of the grant date, contingent on his continued service. This transaction, filed via Form 4, is part of the company's Long Term Incentive Plan.
Magnolia Oil & Gas (MGY) director receives 6,320 RSUs as equity award
Magnolia Oil & Gas director James R. Larson received an equity award of 6,320 restricted stock units (RSUs) of Class A Common Stock, granted at no cash cost under the company’s Long Term Incentive Plan. This award increases his direct holdings to 97,295 shares. The RSUs will vest on the earlier of the day before the next annual stockholder meeting or the first anniversary of the grant date, subject to his continued service as a director.
State Street Discloses 5.1% Stake in Magnolia Oil & Gas Corp (NYSE: MGY)
State Street Corporation has filed a Schedule 13G, reporting a 5.1% stake in Magnolia Oil & Gas Corp (NYSE: MGY). As of March 31, 2026, State Street beneficially owns 9,496,275 shares, with shared voting power of 9,314,837 and shared dispositive power of 9,496,275 through its advisory subsidiaries. The filing indicates a passive investment purpose, typical for asset management firms.
MGY Q1 Earnings Beat Estimates on Higher Volumes and Bolt-On Deals
Magnolia Oil & Gas Corporation (MGY) reported strong Q1 2026 results, surpassing analyst estimates for both earnings and revenue due to higher production volumes, particularly from Giddings, and strategic bolt-on acquisitions. Despite increased operating expenses, the company generated significant free cash flow, returning a portion to shareholders through dividends and share repurchases, while maintaining a conservative balance sheet and providing optimistic guidance for the remainder of 2026.
Magnolia Oil & Gas (NYSE: MGY) 2026 meeting backs board, pay
Magnolia Oil & Gas Corporation held its 2026 Annual Meeting of Stockholders on May 8, 2026. During the meeting, stockholders elected eight directors for one-year terms, approved an advisory say-on-pay resolution for 2025 executive compensation, and ratified KPMG LLP as the independent registered public accounting firm for the 2026 fiscal year. These results indicate stockholder support for the company's governance and compensation practices.
Magnolia Oil & Gas (MGY) Margin Decline Challenges High Multiple Bullish Narrative
Magnolia Oil & Gas (MGY) closed FY 2025 with mixed results, showing solid revenue and net income but a decline in trailing net margin from 27.5% to 24.5%. This margin decline and a drop in quarterly EPS challenge the bullish narrative of high growth and low costs, especially as the stock trades at a higher P/E ratio compared to industry averages. While analysts have a higher price target, the company's P/E multiple and slower growth projections warrant caution.
Magnolia Oil & Gas (NYSE:MGY) - Stock Analysis
Magnolia Oil & Gas (NYSE:MGY) is an independent oil and natural gas company trading below its estimated fair value. The company recently exceeded Q1 2026 forecasts with higher output from the Giddings area and strategic bolt-on acquisitions. Analysts are largely optimistic, raising price targets due to higher oil price assumptions and strong financial health, despite some insider selling and past earnings declines.
Magnolia Oil & Gas (NYSE: MGY) Q1 2026 results, cash flow and buybacks
Magnolia Oil & Gas reported steady Q1 2026 results with revenues of $358.5 million and net income of $99.8 million, or $0.54 per diluted share, driven by increased production that offset weaker NGL prices. The company generated $197.6 million in operating cash flow, which supported $128.4 million in capital expenditures, $155.0 million in bolt-on acquisitions, $33.3 million in share repurchases, and $30.5 million in dividends. Magnolia maintained a strong liquidity position with no borrowings on its revolving credit facility and $574.4 million in total liquidity.
Magnolia spent $155M on Texas acreage as Q1 output rose 6%
Magnolia Oil & Gas Corporation announced strong first-quarter 2026 results, reporting $145.6 million in free cash flow and a 6% year-over-year increase in total production volumes. The company invested $155 million in bolt-on acreage acquisitions in the Karnes and Giddings areas of Texas, significantly enhancing future development opportunities and increasing working interests. Magnolia also returned $83.3 million to shareholders through dividends and share repurchases, maintaining a disciplined capital allocation strategy and projecting approximately 5% production growth for the full year 2026.
[8-K] Magnolia Oil & Gas Corp Reports Material Event
Magnolia Oil & Gas Corporation announced its first quarter 2026 results, reporting net income of $100.8 million and adjusted EBITDAX of $252.9 million. The company delivered 6% year-over-year production growth and returned $83.3 million to shareholders through share repurchases and dividends. Additionally, Magnolia closed bolt-on acquisitions for approximately $155 million, adding 6,200 net acres and 500 boe/d of production in the Karnes and Giddings areas, while reiterating its 2026 production growth guidance of approximately 5%.
Vanguard Stake And Rising Dividend Shape Magnolia Oil And Gas Story
Vanguard has disclosed a significant passive ownership stake in Magnolia Oil & Gas (NYSE:MGY), making it a major institutional holder. This news, combined with Magnolia's fifth consecutive annual dividend increase to US$0.165 per share, comes as MGY's stock has shown strong performance. The developments signal potential stability and a robust capital return profile, though upcoming earnings and commodity price volatility will be key factors for investors to monitor.
Magnolia Oil & Gas Corp (MGY) Expected to Beat Earnings Estimates: Should You Buy?
Magnolia Oil & Gas Corp (MGY) is expected to surpass its earnings estimates for the quarter ending March 2026, with a Zacks Earnings ESP of +5.38% and a Zacks Rank #1 (Strong Buy). Analysts anticipate quarterly earnings of $0.49 per share, despite a projected year-over-year decline in both earnings and revenues. The company has a history of beating consensus EPS estimates in three of its last four quarters.
Magnolia Oil & Gas Corp (NYSE:MGY) Declares Quarterly Dividend of $0.17
Magnolia Oil & Gas Corp (NYSE:MGY) has declared a quarterly dividend of $0.165 per share, payable on June 1st to shareholders of record by May 12th. This dividend represents an annualized payout of $0.66, yielding about 2.2%, and is well-covered by earnings with a current payout ratio of 33.7%, expected to decrease to 26.5% next year. The stock currently trades around $30.10, and analysts have a "Moderate Buy" rating with a consensus target price of $31.08, with some firms raising their price objectives.
Vanguard reports 13.07M Magnolia stake (NYSE: MGY)
Vanguard Portfolio Management has reported a beneficial ownership of 13,070,608 shares, representing 7.04% of Magnolia Oil & Gas Corp (NYSE: MGY) as of March 31, 2026. The Schedule 13G filing indicates Vanguard has sole dispositive power over all these shares, with sole voting power for 87,213 shares, a common structure for large asset managers. The filing was signed by Ashley Grim on April 29, 2026.
Earnings estimates moving higher for Magnolia Oil & Gas Corp (MGY): Time to buy?
The article suggests that rising earnings estimates for Magnolia Oil & Gas Corp (MGY) could indicate a positive outlook for the company's stock. It implies that investors might consider this an opportune time to buy MGY shares.
Earnings estimates moving higher for Magnolia Oil & Gas Corp (MGY): Time to buy?
The article "Earnings estimates moving higher for Magnolia Oil & Gas Corp (MGY): Time to buy?" suggests that the company's prospects are improving, as indicated by rising earnings estimates. Investors are prompted to consider if this positive trend makes MGY an opportune investment. This likely implies a discussion around growth potential and analyst sentiment.
Boston Trust Walden Corp Raises Stake in Magnolia Oil & Gas Corp $MGY
Boston Trust Walden Corp increased its stake in Magnolia Oil & Gas (NYSE:MGY) by 5.7% in the fourth quarter, now owning 4.17 million shares valued at $91.24 million. Magnolia Oil & Gas recently announced an increased quarterly dividend of $0.165, totaling an annualized $0.66 with a 2.3% yield. The company reported earnings per share of $0.37 against analyst estimates of $0.36, and analysts maintain a "Moderate Buy" consensus rating with a target price of $31.00.
Analysts’ Top Energy Picks: Targa Resources (TRGP), Schlumberger (SLB)
Analysts from UBS have issued bullish ratings on several energy companies. Targa Resources (TRGP) received a Buy rating and a $280.00 price target from UBS analyst Manav Gupta, while Schlumberger (SLB) was given a Buy rating and a $61.00 price target by UBS analyst Josh Silverstein. Magnolia Oil & Gas (MGY) also received a Buy rating with a $38.00 price target from UBS analyst Peyton Dorne.
Analysts’ Top Energy Picks: Targa Resources (TRGP), Schlumberger (SLB)
Analysts from UBS and Jefferies have issued bullish ratings for several energy companies, including Targa Resources (TRGP) and Schlumberger (SLB). Targa Resources received a Strong Buy consensus with a potential 5.5% upside, while Schlumberger also earned a Strong Buy consensus with a 12.2% upside. Magnolia Oil & Gas (MGY) secured a Moderate Buy rating from UBS with an average price target offering a 2.0% upside.
Analysts’ Top Energy Picks: Targa Resources (TRGP), Schlumberger (SLB)
Three analysts from UBS and Truist Financial have issued bullish sentiments on energy stocks Targa Resources (TRGP), Schlumberger (SLB), and Magnolia Oil & Gas (MGY). Targa Resources received a Strong Buy consensus with an implied 5.5% upside, while Schlumberger also holds a Strong Buy consensus with a 12.2% upside. Magnolia Oil & Gas was given a Moderate Buy rating with a 2.0% upside.
MGY SEC Filings - Magnolia Oil & Gas Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Magnolia Oil & Gas (MGY) SEC filings, including 10-K annual reports, 10-Q quarterly reports, and 8-K material events. It details how investors can access and understand these regulatory documents, often supplemented with AI-powered summaries and sentiment analysis. The article highlights specific recent filings, such as an 8-K for earnings and an insider filing for RSUs.
Szabo Shandell sells Magnolia oil & gas (MGY) shares for $375,169 By Investing.com
Shandell Szabo, a Director at Magnolia Oil & Gas Corp (NYSE:MGY), recently sold 11,731 shares of Class A Common Stock for a total of $375,169. This transaction occurred on March 30, 2026, at a weighted average price of $31.981. Following the sale, Szabo directly holds 14,304 shares of the company.
Szabo Shandell sells Magnolia oil & gas (MGY) shares for $375,169
Shandell Szabo, a Director at Magnolia Oil & Gas Corp, sold 11,731 shares of Class A Common Stock for $375,169 on March 30, 2026. Following this transaction, Szabo directly holds 14,304 shares. The article also notes recent analyst activities, including price target increases from Piper Sandler and KeyBanc, and new coverage from Truist Securities, despite the company's slight miss on Q4 2025 earnings forecasts.
Director Szabo Shandell sells 11,731 Magnolia Oil & Gas (MGY) shares
Magnolia Oil & Gas Corp director Szabo Shandell sold 11,731 shares of Class A Common Stock in an open-market transaction. The shares were sold at a weighted average price of $31.981, bringing the total value of the transaction to approximately $375,169. Following the sale, Shandell directly holds 14,304 shares of the company.
Szabo Shandell sells Magnolia oil & gas (MGY) shares for $375,169
Shandell Szabo, a Director at Magnolia Oil & Gas Corp (NYSE:MGY), sold 11,731 shares of Class A Common Stock for $375,169 on March 30, 2026, at an average price of $31.981. This transaction leaves Szabo with 14,304 shares directly owned. The sale follows recent Q4 2025 earnings that slightly missed forecasts, though analysts have provided positive outlooks, with price target increases from Piper Sandler and KeyBanc, and new coverage from Truist Securities.
Szabo Shandell sells Magnolia oil & gas (MGY) shares for $375,169
Shandell Szabo, a Director at Magnolia Oil & Gas Corp (NYSE:MGY), sold 11,731 shares of Class A Common Stock for a total of $375,169 on March 30, 2026. This transaction follows Magnolia Oil & Gas's fourth-quarter 2025 earnings report, which slightly missed EPS and revenue forecasts but has still garnered positive attention from analysts, with several firms raising price targets and identifying MGY as an undervalued energy stock.
[144] Magnolia Oil & Gas Corp SEC Filing
This article reports on Magnolia Oil & Gas Corp's SEC Form 144 filing, a notice of proposed sale of securities pursuant to Rule 144. The filing indicates a neutral impact and sentiment. It details Peirce Capital Management's proposed sale of 11,731 shares of Class A Common Stock, acquired on May 2, 2025, with an aggregate market value of $379,615.00.
Vanguard disaggregates holdings; reports 0 shares in Magnolia (NYSE: MGY)
Vanguard has filed an amended Schedule 13G/A for Magnolia Oil & Gas Corp (MGY), reporting 0 shares beneficially owned and 0% of common stock. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries and business divisions will now report their ownership separately, as per SEC guidance. The filing emphasizes that this is an administrative clarification and not a change in the collective economic exposure or investment strategy.
[DEF 14A] Magnolia Oil & Gas Corp Definitive Proxy Statement
Magnolia Oil & Gas Corp has filed its Definitive Proxy Statement (DEF 14A) for its 2026 Annual Meeting. The meeting, scheduled for May 8, 2026, will include the election of eight directors, an advisory vote on executive compensation for 2025, and the ratification of KPMG LLP as auditor for 2026. The proxy highlights strong 2025 operational results with an 11% increase in total production, $426.6 million in free cash flow, and the return of approximately 75% of that flow to stockholders through dividends and share repurchases.
Magnolia Oil & Gas Corp. Hits New 52-Week High at $30.44
Magnolia Oil & Gas Corp. has reached a new 52-week high of $30.44 on March 18, 2026, showcasing strong performance in the oil industry. With a market cap of $6,880 million, a P/E ratio of 21.00, and a 17.16% return on equity, the company demonstrates financial stability and effective management. It has outperformed the S&P 500 over the past year and offers a 1.26% dividend yield.
Analysts Are Bullish on These Energy Stocks: Weatherford International (WFRD), Magnolia Oil & Gas (MGY)
Analysts are showing bullish sentiment towards several energy stocks, including Weatherford International (WFRD), Magnolia Oil & Gas (MGY), and Diamondback (FANG). Citi maintained a Buy rating for Weatherford International with a $115 price target, while UBS maintained a Buy rating for Magnolia Oil & Gas with a $38 price target. UBS also maintained a Buy rating for Diamondback with a $240 price target.
Magnolia Oil And Gas Reserves Growth Adds Weight To Production Story
Magnolia Oil & Gas (NYSE:MGY) has reported significant growth in its proved developing producing reserves and increased production levels, contributing to its stock's strong performance. The company's operational update highlights its asset base and capacity to bring volumes to market, influencing investor perception of its ability to generate earnings and cash. This progress supports the investment narrative around its high-quality Eagle Ford and Giddings inventory, while analysts note low financial leverage and a history of shareholder returns.
Magnolia Oil & Gas (NYSE: MGY) director sells 18,000 shares in market
Edward P. Djerejian, a director at Magnolia Oil & Gas Corp (NYSE: MGY), sold 18,000 shares of Class A Common Stock on March 10, 2026, at a weighted average price of $28.978 per share. The individual trades ranged from $28.90 to $29.025. Following this transaction, Djerejian directly owns 110,425 shares of the company.
Magnolia Oil & Gas (NYSE: MGY) CEO sells 119,954 shares, keeps 883,592
Magnolia Oil & Gas (NYSE: MGY) CEO and Chairman, Christopher G. Stavros, sold 119,954 shares of Class A Common Stock on March 9, 2026, at a weighted-average price of $29.288 per share. After this transaction, Stavros directly owns 883,592 shares of the company. The sale was an open-market transaction and did not involve any derivative activity.
Magnolia Oil & Gas (MGY) director sells 19,235 Class A shares
Magnolia Oil & Gas Corp director Arcilia Acosta sold 19,235 shares of Class A Common Stock in an open-market transaction. The shares were sold at a weighted average price of $29.10 per share, with individual trades ranging from $29.10 to $29.12. Following this sale, Arcilia Acosta directly holds 128,249 shares of the company.
Magnolia Oil & Gas (NYSE: MGY) CFO sells 33,000 shares in open market
Magnolia Oil & Gas Corp's SVP and CFO, Brian Corales, sold 33,000 shares of Class A common stock in an open-market transaction on March 9, 2026. The shares were sold at a weighted average price of $29.12, with individual trades ranging from $29.04 to $29.21. Following this sale, Corales directly holds 184,178 shares of the company's common stock.
Magnolia Oil & Gas (MGY) EVP sells 150,000 shares, holds 526,661
Magnolia Oil & Gas (MGY) Executive Vice President Timothy D. Yang sold 150,000 shares of Class A Common Stock on March 9, 2026, at a weighted average price of $29.292 per share. Following this open-market transaction, Yang retains ownership of 526,661 shares. The sale reinforces the material financial activity within the company's executive leadership.
Magnolia Oil & Gas (MGY) director Dan F. Smith sells 18,000 shares in open market
Magnolia Oil & Gas Corp director Dan F. Smith reported an open-market sale of 18,000 shares of Class A common stock on March 9, 2026, at a weighted average price of $29.012 per share. Following this transaction, he directly owns 119,204 shares. The sale is considered a routine portfolio decision and not thesis-changing, as he retains a substantial position in the company.
Magnolia Oil & Gas Executives and Directors Sell Shares
Several executives and directors at Magnolia Oil & Gas Corp (MGY) recently sold shares of the company's Class A Common Stock. Notable sales include CEO & Chairman Stavros Christopher G selling 119,954 shares for over $3.5 million, and Timothy D. Yang, EVP, Chief Legal & Comm & Sec, selling 150,000 shares for approximately $4.39 million. Other directors and the CFO also executed significant share sales, with transaction values ranging from over $500,000 to nearly $1 million.
MGY (MGY) plans sale of 18,000 Class A shares via Fidelity broker
Magnolia Oil & Gas Corp (MGY) has filed a Form 144 indicating its intent to sell 18,000 Class A shares through Fidelity Brokerage Services LLC. The filing specifies the shares will be sold on the NYSE on March 9, 2026, and includes details of vested restricted stock grants from 2022 and 2024 totaling the proposed sale amount. This is a routine administrative disclosure of intent and not a confirmation of a completed transaction.
MGY (NYSE: MGY) files Form 144 to sell 33,000 Class A shares
Magnolia Oil & Gas Corp (NYSE: MGY) has filed a Form 144 indicating a proposed sale of 33,000 Class A shares. The filing lists two restricted stock vesting events as the source: 8,475 shares on February 5, 2026, and 24,525 shares on March 1, 2026. Fidelity Brokerage Services LLC is named as the broker involved in the transaction.
Magnolia Oil & Gas Corp $MGY Shares Sold by Rafferty Asset Management LLC
Rafferty Asset Management LLC reduced its stake in Magnolia Oil & Gas (NYSE:MGY) by 20% in Q3, selling 44,852 shares and retaining 179,677 shares valued at approximately $4.29 million. Despite this, other institutions like TD Asset Management increased their positions, leading to an overall institutional ownership of 94.73%. Magnolia reported strong Q3 earnings of $0.37 EPS, declared a higher quarterly dividend of $0.165, and holds a "Moderate Buy" consensus rating with a target price of $27.58 from analysts.
Magnolia Oil & Gas (MGY) CEO uses 42,863 shares for tax withholding
Magnolia Oil & Gas Corp CEO and Chairman Christopher G. Stavros reported a tax-withholding disposition of 42,863 Class A common stock shares at $28.55 each. This transaction covers tax obligations and is not an open-market sale. After this, Stavros directly holds 1,003,546 shares.
Magnolia Oil & Gas (MGY) CFO surrenders 15,916 shares for tax withholding
Magnolia Oil & Gas Corp's SVP and CFO, Brian Corales, reported the disposition of 15,916 Class A common shares at $28.55 each on March 2, 2026, for tax withholding purposes. This transaction reduced his direct holdings to 217,178 shares. Such a disposition is typically related to equity compensation tax obligations rather than a market sale.
