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
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 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 (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) 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 (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 (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.
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.
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.
Magnolia Oil & Gas (MGY) EVP uses 15,156 shares for tax withholding
Magnolia Oil & Gas Corp's EVP and General Counsel, Timothy D. Yang, disposed of 15,156 shares of Class A common stock at $28.55 per share. This disposition was specifically for tax-withholding obligations, not an open-market sale, and he still directly holds 676,661 shares. The transaction was detailed in an SEC Form 4 filing on March 4, 2026, confirming the purpose was to cover tax liabilities.
Magnolia Oil & Gas Corp (MGY) director awarded 69 dividend RSUs
Magnolia Oil & Gas Corp director Arcilia Acosta was granted 69 fully vested restricted stock units (RSUs) as dividend-equivalents under the company's Long Term Incentive Plan. These RSUs were issued at no cost in connection with a cash dividend paid on March 2, 2026. Following this transaction, Acosta's direct holdings of Class A common stock increased to 147,484 shares.
Magnolia Oil & Gas Corp $MGY Shares Bought by Heartland Advisors Inc.
Heartland Advisors Inc. significantly increased its stake in Magnolia Oil & Gas (NYSE:MGY) by 92.1% in the third quarter, bringing their total ownership to 576,290 shares valued at $13.756 million. The company reported strong Q3 earnings, beating EPS expectations, and recently raised its quarterly dividend to $0.165 per share, offering a 2.5% yield. Magnolia Oil & Gas maintains a "Moderate Buy" consensus rating from analysts with a target price of $27.25.
AlphaQuest LLC Has $51,000 Position in Magnolia Oil & Gas Corp $MGY
AlphaQuest LLC significantly reduced its stake in Magnolia Oil & Gas Corp ($MGY) by 97.3% in Q3, selling 76,196 shares and now holding 2,149 shares valued at approximately $51,000. Despite this, Magnolia Oil & Gas recently increased its quarterly dividend to $0.165 per share, yielding 2.5% annually, and reported Q3 EPS of $0.37, beating estimates. The stock currently holds an average analyst rating of "Moderate Buy" with a $27.00 price target.
Magnolia Oil & Gas Corp $MGY Shares Bought by Public Sector Pension Investment Board
Public Sector Pension Investment Board increased its stake in Magnolia Oil & Gas Corp (MGY) by 10.9% in the third quarter. The company also raised its quarterly dividend to $0.165, resulting in an annualized dividend of $0.66 and a 2.5% yield. Magnolia Oil & Gas recently reported earnings of $0.37 per share, beating estimates, with analysts maintaining a "Moderate Buy" rating and a $27 price target.
Illinois Municipal Retirement Fund Acquires 67,644 Shares of Magnolia Oil & Gas Corp $MGY
The Illinois Municipal Retirement Fund increased its stake in Magnolia Oil & Gas (NYSE:MGY) by 40.1%, acquiring an additional 67,644 shares to bring its total holding to 236,168 shares, valued at approximately $5.64 million. This acquisition represents about 0.12% of the company. Magnolia Oil & Gas also recently raised its quarterly dividend to $0.165 per share and reported Q3 earnings per share of $0.37, beating consensus estimates.
Magnolia Oil & Gas Corp (NYSE:MGY) Given Consensus Recommendation of "Moderate Buy" by Analysts
Magnolia Oil & Gas Corp (NYSE:MGY) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month target price of $27.00. The company reported quarterly EPS of $0.37, slightly beating estimates, though revenue of $317.6 million missed expectations. Magnolia recently increased its quarterly dividend to $0.165 per share, representing an annualized yield of 2.5%, and institutional ownership stands at 94.73%.
Magnolia Oil & Gas Corp SEC 10-K Report
Magnolia Oil & Gas Corp (MGY) has released its 2025 10-K report, detailing a slight decrease in total revenues to $1,311.8 million and net income to $337.3 million due to lower oil prices and higher operating expenses, despite increased production. The company continues to focus on its Eagle Ford Shale and Austin Chalk operations, aiming for long-term shareholder value through organic growth and disciplined capital management, including a share repurchase program. Challenges include volatile oil and gas prices, operational risks from drilling techniques, evolving environmental regulations, and financial risks related to indebtedness, all managed through cost reduction and strategic capital allocation.
Magnolia Oil & Gas (MGY) Margin Decline Tests Bullish Earnings Growth Narrative
Magnolia Oil & Gas (MGY) concluded FY 2025 with strong fourth-quarter revenue and EPS, reporting a trailing net profit margin of 24.8%, a slight decrease from 27.5% a year prior. Despite this margin decline, the company boasts consistent profitability, with a 10.4% annual earnings growth and a P/E ratio of 15.2x, which is above the broader industry average but below its peer average, raising questions about its valuation. The article highlights the tension between MGY's solid earnings growth and its shrinking margins, suggesting that investors closely monitor the sustainability of its profitability alongside its valuation metrics.
Earnings call transcript: Magnolia Oil Q4 2025 misses EPS estimates By Investing.com
Magnolia Oil & Gas (MGY) reported its Q4 2025 earnings, with EPS of $0.37 and revenue of $317.63 million, narrowly missing analyst forecasts of $0.38 EPS and $317.67 million revenue. Despite the slight miss, the stock rose 2.14% in pre-market trading, driven by strong operational performance, including an 11% increase in total production, and investor confidence in the company's capital discipline and strategic outlook. The company plans for 5% production growth in 2026 with flat capital spending, emphasizing efficiency and shareholder returns.
Magnolia Beats Q4 Earnings & Revenue Estimates on Strong Production
Magnolia Oil & Gas Corporation exceeded Q4 2025 earnings and revenue estimates, reporting a net profit of 37 cents per share on total revenues of $318 million. This outperformance was driven by record quarterly production volumes, especially from the company’s Giddings asset, and higher natural gas revenues. The company also increased its quarterly dividend by 10% and expanded its share repurchase authorization.
Magnolia Beats Q4 Earnings & Revenue Estimates on Strong Production
Magnolia Oil & Gas Corporation exceeded Q4 2025 earnings and revenue estimates, reporting a net profit of 37 cents per share on total revenues of $318 million. This outperformance was driven by record quarterly production volumes, especially from its Giddings asset, though overall revenue decreased slightly year-over-year due to lower oil and natural gas liquids revenues. The company also increased its quarterly dividend, expanded its share repurchase authorization, and returned 110% of free cash flow to shareholders.
Earnings call transcript: Magnolia Oil Q4 2025 misses EPS estimates
Magnolia Oil & Gas Corp reported Q4 2025 earnings, with EPS of $0.37 and revenue of $317.63 million, both slightly below forecasts. Despite the minor misses, the stock rose 2.14% in pre-market trading, reflecting investor confidence. The company achieved record production levels, with total production up 11%, and plans 5% growth in 2026 with flat capital spending, emphasizing efficiency and capital discipline.
Magnolia Oil & Gas (NYSE:MGY) Is Increasing Its Dividend To $0.165
Magnolia Oil & Gas (NYSE:MGY) is set to increase its dividend to $0.165, resulting in a 2.5% yield, which is below the industry average but well-covered by earnings. The company has demonstrated strong EPS growth of 31% annually over the last five years and maintains a low payout ratio, suggesting potential for future dividend increases despite a relatively short payment history. Overall, the company is considered an attractive income stock due to its increasing dividend, strong earnings coverage, and cash generation.
Will Magnolia Oil & Gas Corp (MGY) Beat Estimates Again in Its Next Earnings Report?
This article discusses whether Magnolia Oil & Gas Corp (MGY) is likely to beat its earnings estimates in the upcoming report. It highlights the importance of the company's Earnings ESP and Zacks Rank for predicting surprises, noting that MGY currently has a positive ESP and a favorable Zacks Rank #3 (Hold). The analysis suggests that these indicators point to a potential earnings beat.
Magnolia Oil & Gas Corporation Announces 2025 Fourth Quarter and Year End Results
Magnolia Oil & Gas Corporation announced its financial and operational results for the fourth quarter and full year 2025, highlighting substantial production growth and significant shareholder returns. The company reported record quarterly oil and gas volumes, achieved 11% year-over-year production growth, and increased its dividend for the fifth consecutive year. Magnolia also repurchased 4.4% of its outstanding shares and maintained a strong balance sheet with $266.8 million in cash.
Does Magnolia Oil & Gas (MGY) Fifth Dividend Hike Clarify Its Long-Term Capital Return Priorities?
Magnolia Oil & Gas (MGY) has announced its fifth consecutive annual dividend increase, raising the quarterly cash dividend by 10% to US$0.165 per share. This move reinforces the company's commitment to returning capital to shareholders through a growing payout, alongside a strategy focused on disciplined capital returns, steady free cash flow, and share buybacks. While the increase enhances the stock's income appeal, it also places greater emphasis on the company's ability to sustain dividends amidst potentially tighter profit margins.
Magnolia Oil & Gas Corp (NYSE:MGY) Raises Dividend to $0.17 Per Share
Magnolia Oil & Gas Corp (NYSE:MGY) has increased its quarterly dividend to $0.165 per share, effective for stockholders of record on February 10th and payable on March 2nd. This represents a 10% increase from its previous $0.15 dividend and implies an annualized yield of 2.6%. The company's dividend is well-covered by earnings, with a current payout ratio of 30.6% and an expected future payout ratio of 26.0% based on analyst forecasts for next year's EPS.
Magnolia Oil & Gas Announces 10 Percent Dividend Increase
Magnolia Oil & Gas (NYSE: MGY) announced a 10 percent increase in its quarterly cash dividend to $0.165 per share, payable on March 2, 2026. This marks the fifth consecutive year the company has raised its dividend since 2021, reflecting confidence in its business model and strong 2025 performance, including production growth and share count reduction. Magnolia reiterates its commitment to a disciplined strategy focused on low leverage, prudent capital allocation, moderate annual production growth, and consistent free cash flow generation.
Oil producer lifts payout again as Magnolia boosts dividend 10%
Magnolia Oil & Gas Corporation announced a 10% increase in its quarterly dividend, raising it to $0.165 per share for Class A common stock and Class B units. This marks the fifth consecutive year the company has raised its dividend, reflecting confidence in its business model, strong 2025 performance, and commitment to disciplined capital allocation and shareholder returns. The annualized dividend now stands at $0.66 per share.
Analysts Have Conflicting Sentiments on These Energy Companies: Crescent Energy Company Class A (CRGY) and Antero Resources (AR)
Mizuho Securities analyst William Janela maintained a Hold rating on Crescent Energy Company Class A (CRGY) with a $12.00 price target, while BMO Capital initiated coverage with a Hold rating and a $10.00 price target. The analyst consensus for CRGY is a Moderate Buy with a 50.4% upside. For Antero Resources (AR), Mizuho Securities analyst Nitin Kumar CFA maintained a Buy rating with a $47.00 price target, and TipRanks – DeepSeek initiated coverage with a Buy rating and a $35.00 price target. The consensus for AR is also a Moderate Buy, implying a 30.9% upside.
BofA Upgrade Puts Magnolia Oil And Gas Execution In Focus
BofA Securities upgraded Magnolia Oil & Gas (NYSE:MGY) to Buy, citing strong operational performance and balance sheet strength, despite a challenging commodity price environment. This upgrade highlights the company's effective execution, particularly with strong well results at Giddings and the completion of the Nirvana pad in Karnes County. The positive sentiment from multiple institutions underscores Magnolia's low-cost acreage, disciplined capital use, and consistent cash generation.
Campbell & CO Investment Adviser LLC Sells 178,400 Shares of Magnolia Oil & Gas Corp $MGY
Campbell & CO Investment Adviser LLC significantly reduced its stake in Magnolia Oil & Gas Corp (NYSE:MGY) by 83.3% in the third quarter, selling 178,400 shares and retaining 35,811 shares worth $855,000. Despite this, institutional ownership remains high at 94.73%, with several other major funds increasing their positions in MGY. Magnolia Oil & Gas reported Q3 EPS of $0.41, in line with estimates, and revenue of $324.9 million, slightly exceeding expectations, and maintains a $0.15 quarterly dividend.
Magnolia Oil & Gas Corp (NYSE:MGY) Given Consensus Rating of "Hold" by Analysts
Analysts have issued a consensus "Hold" rating for Magnolia Oil & Gas Corp (NYSE:MGY) based on assessments from fifteen firms, with an average 1-year target price of $26.67. Share performance shows a recent upgrade from Bank of America to "Buy" with a raised price target of $28, contrasting with a downgrade from Zacks Research to "Strong Sell." Institutional investors hold a significant 94.73% of MGY stock, and the company has a market cap of $4.26 billion with a dividend yield of 2.7%.
Stephens Investment Management Group LLC Cuts Stake in Magnolia Oil & Gas Corp $MGY
Stephens Investment Management Group LLC reduced its stake in Magnolia Oil & Gas Corp (NYSE:MGY) by 6.0% in Q3, selling 138,581 shares and ending with 2,157,166 shares valued at $51.5 million. Despite this reduction, institutional ownership in MGY remains high at approximately 94.73%, with other firms like American Century Companies Inc. and Pacer Advisors Inc. increasing their holdings. Magnolia Oil & Gas reported Q3 EPS of $0.41 and revenue of $324.9 million, while also recently announcing a quarterly dividend of $0.15 per share.
Analysts Offer Insights on Energy Companies: Conocophillips (COP), BP (BP) and Magnolia Oil & Gas (MGY)
This article provides an overview of recent analyst ratings for three energy companies: Conocophillips (COP), BP (BP), and Magnolia Oil & Gas (MGY). It highlights specific price targets and ratings from Mizuho Securities, TD Cowen, and other firms, along with analyst performance metrics. The consensus ratings for each company are also included, showing potential upsides.
SG Americas Securities LLC Purchases 88,841 Shares of Magnolia Oil & Gas Corp $MGY
SG Americas Securities LLC significantly increased its stake in Magnolia Oil & Gas (NYSE:MGY) by 391.8% in the third quarter, adding 88,841 shares to now hold 111,518 shares valued at approximately $2.66 million. Concurrently, Magnolia Oil & Gas reported Q3 EPS of $0.41, matching expectations, with revenue of $324.9 million, a slight decrease year-over-year. The company maintains a "Hold" consensus rating from analysts, with share performance showing a 50-day moving average of $22.41 and a 200-day moving average of $23.21.
Magnolia Oil & Gas Corporation Class A Common Stock (NYSE:MGY) Stock Quote
This page provides a stock quote and recent news for Magnolia Oil & Gas Corporation Class A Common Stock (NYSE:MGY). As of January 14, 2026, at 1:46 PM EST, MGY traded at $23.15, up 2.89%. The article includes detailed trading data, dividend yield, performance metrics, and a compilation of recent news, earnings announcements, and analyst insights.
BMO Capital initiates Magnolia Oil & Gas stock with Outperform rating
BMO Capital has initiated coverage on Magnolia Oil & Gas (NYSE: MGY) with an Outperform rating and a $27.00 price target, citing the company's high-return Eagle Ford footprint, low-cost structure, and minimal financial leverage. The firm highlighted Magnolia's large Giddings footprint and expected capital efficiency to drive production growth and free cash flow. This positive outlook comes despite MGY shares trading at a premium, which BMO Capital believes is justified by the company's "best-in-class financial performance," a sentiment echoed by Mizuho's recent upgrade to Outperform.
