EOG Resources, Inc.
- Open
- 142.43
- Day high
- 143.24
- Day low
- 141.15
- Prev close
- 143.40
- Volume
- 2.2M
- Mkt cap
- $75.2B
- P/E (TTM)
- 11.1
- EPS (TTM)
- $12.90
- P/B
- 2.4
- P/S
- 2.8
- Yield
- 2.85%
- Per share
- $4.08
- ▼Insiders net selling -$257K over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions accumulating (13F)
EOG Resources, Inc. (EOG) is a Energy company listed on NYSE. The stock is up 21% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4). Drillr has 2 published research articles covering EOG.
EOG Resources, Inc. (EOG) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 9 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
EOG earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $4.97 | $5.07 | +2.0% | $8.6B | +7.1% |
| May 6, 2026 | $3.23 | $3.41 | +5.6% | $6.9B | +11.9% |
| Feb 25, 2026 | $2.20 | $2.27 | +3.2% | $5.6B | -2.2% |
| Nov 6, 2025 | $2.46 | $2.71 | +10.2% | $5.7B | -4.0% |
| Aug 7, 2025 | $2.23 | $2.32 | +4.0% | $5.4B | -1.4% |
| May 1, 2025 | $2.80 | $2.87 | +2.5% | $5.8B | -1.1% |
| Feb 28, 2025 | $2.55 | $2.74 | +7.5% | $5.7B | -5.2% |
| Nov 8, 2024 | $3.01 | $3.44 | +14.3% | $5.9B | -2.2% |
| Aug 1, 2024 | $2.96 | $3.16 | +6.8% | $6.1B | -0.3% |
| May 2, 2024 | $2.71 | $2.82 | +4.1% | $5.9B | -0.9% |
| Feb 22, 2024 | $3.07 | $3.07 | +0.0% | $6.0B | -2.4% |
| Nov 2, 2023 | $3.02 | $3.44 | +13.9% | $6.1B | +7.2% |
EOG insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 4, 2026 | Yacob Ezra Ydirector, officer: Chairman & CEO | Grant | 2 | $148.69 |
| Aug 4, 2026 | Donaldson Michael Pofficer: EVP & Chief Legal Officer | Grant | 148 | $148.69 |
| Aug 4, 2026 | CRISP CHARLES Rdirector | Grant | 283 | $148.69 |
| Aug 4, 2026 | DANIELS ROBERT Pdirector | Grant | 446 | $148.69 |
| Aug 4, 2026 | GAUT C CHRISTOPHERdirector | Grant | 143 | $148.69 |
| Aug 4, 2026 | Leitzell Jeffrey R.officer: EVP & COO | Grant | 4 | $148.69 |
| Aug 4, 2026 | Dugle Lynn Adirector | Grant | 42 | $148.69 |
| Aug 4, 2026 | Kerr Michael T.director | Grant | 365 | $148.69 |
| Aug 4, 2026 | CLARK JANET Fdirector | Grant | 314 | $148.69 |
| Jul 2, 2026 | Yacob Ezra Ydirector, officer: Chairman & CEO | Grant | 163 | $91.18 |
| Jul 2, 2026 | Donaldson Michael Pofficer: EVP & Chief Legal Officer | Grant | 233 | $91.18 |
| Jul 2, 2026 | Janssen Ann D.officer: EVP & Chief Financial Officer | Grant | 233 | $91.18 |
| May 29, 2026 | Dugle Lynn Adirector | Grant | 57 | $134.30 |
| May 29, 2026 | Kerr Michael T.director | Grant | 57 | $134.30 |
| May 29, 2026 | DANIELS ROBERT Pdirector | Grant | 57 | $134.30 |
Source: EOG SEC Form 4 filings, latest Aug 4, 2026. For informational purposes only — not investment advice.
See the full EOG insider & 13F page →EOG research & analysis
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Faltering US-Iran ceasefire talks triggered a Gulf stock selloff amid escalation fears, but XLE holds resilient on high oil prices. Geopolitical risks could drive crude to $120+, boosting the ETF's top holdings like XOM and CVX. Bullish on XLE at current valuations amid skewed odds for higher oil.
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Gulf conflict escalation creates a geopolitical risk premium benefiting oil producers in the $80–100 Brent range, but sustained prices above $100–110 risk triggering demand destruction in import-dependent emerging markets. EOG Resources and Shell offer the best risk-adjusted positioning, while BP carries the highest combined balance sheet and operational risk.
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EOG Resources, Inc. company profile
Overview
EOG Resources, Inc. (NYSE:EOG) is an independent oil and natural gas company that explores for, develops, produces, and markets crude oil and natural gas primarily in the United States. Originally incorporated in 1985 as Enron Oil & Gas Company, the company was spun off from Enron Corporation and rebranded as EOG Resources following Enron's collapse. Headquartered in Houston, Texas, EOG has evolved into one of the largest independent oil and gas producers in North America, with operations spanning multiple unconventional shale plays across Texas, New Mexico, and other key basins. The company has built its reputation on technological innovation, operational efficiency, and disciplined capital allocation while maintaining a focus on premium drilling locations and sustainable energy production.
Business
EOG Resources operates in the upstream oil and gas industry, which involves the exploration, development, and production of crude oil, natural gas, and natural gas liquids (NGLs). The company's business centers on unconventional shale oil and gas extraction using advanced drilling techniques like horizontal drilling and hydraulic fracturing. The company's operations are concentrated in several key producing areas. The Delaware Basin in West Texas and New Mexico represents one of EOG's foundational assets, known for its prolific Wolfcamp and Bone Spring formations. The Eagle Ford Shale in South Texas serves as another core area, producing both oil and natural gas liquids. These two basins likely account for approximately 70-80% of the company's total production based on management discussions. EOG also operates emerging plays that represent future growth opportunities. The Dorado gas play focuses on natural gas production, while the Utica Shale in Ohio targets volatile oil production. The Powder River Basin in Wyoming represents another developing asset. Additionally, EOG maintains international operations in Trinidad and Tobago and recently entered a joint venture in Bahrain for tight gas exploration. The company's production portfolio consists of approximately 60% crude oil and condensate, 25% natural gas liquids, and 15% natural gas by volume. This liquids-heavy production mix provides exposure to higher-value hydrocarbons compared to pure natural gas producers. EOG's strategy focuses on maintaining a balanced portfolio across multiple basins to optimize returns and reduce geological risk.
Revenue model
EOG Resources generates revenue primarily through commodity sales of crude oil, natural gas, and natural gas liquids to various purchasers including refiners, marketers, and pipeline companies. The company sells its production at prevailing market prices, with revenues directly tied to commodity price fluctuations and production volumes. The company's customers include major oil refiners, natural gas marketers, petrochemical companies, and pipeline operators. EOG has secured long-term contracts for some of its natural gas production, including LNG export agreements that provide exposure to international gas pricing. The company also markets its production through various outlets to optimize pricing and reduce basis differentials. Several factors significantly impact EOG's profitability margins. Commodity price volatility represents the primary external factor, with oil prices ranging from $65-85 per barrel and natural gas prices fluctuating based on supply-demand dynamics and seasonal patterns. The company's breakeven economics are approximately $45 WTI oil and $2.50 Henry Hub natural gas, providing substantial operating leverage during favorable price environments. Operational efficiency improvements consistently enhance margins through reduced drilling and completion costs, extended lateral lengths, and improved well productivity. EOG has achieved 6% reductions in average well costs and developed proprietary technologies for artificial lift optimization. Infrastructure development, including pipeline capacity and gas processing facilities, helps capture premium pricing and reduce transportation costs. Input cost inflation for steel, labor, and services can pressure margins, though EOG mitigates this through operational innovations and strategic contracting. The company's multi-basin portfolio provides flexibility to shift capital allocation toward the highest-return opportunities as market conditions change.
Risks & safety
EOG Resources demonstrates a strong margin of safety with robust financial metrics, conservative debt levels, and substantial cash generation capabilities. • Liquidity and Solvency: $6.6 billion cash position provides significant financial flexibility, current ratio of 2.3x indicates strong short-term liquidity, minimal solvency risk given strong balance sheet • Debt Management: Total debt of $4.7 billion represents conservative 0.17x debt-to-equity ratio, debt-to-EBITDA below 1.0x at current commodity prices, ample debt capacity for growth or market downturns • Cash Generation: $6.8 billion annual free cash flow demonstrates strong cash generation ability, breakeven economics at $45 WTI oil provide substantial downside protection • Valuation Metrics: Trading at 10.8x P/E ratio and 5.4x EV/EBITDA, suggesting reasonable valuation relative to earnings and cash flow generation • Operational Resilience: Multi-basin portfolio provides geographic diversification, flexible capital allocation allows rapid response to commodity price changes, proven ability to maintain profitability through commodity cycles
Recent development
Over the past few years, EOG Resources has pursued several strategic initiatives focused on portfolio optimization, technological innovation, and capital discipline. The company has significantly expanded its presence in emerging plays, particularly the Utica Shale in Ohio, where it has doubled drilling activity and achieved competitive well results in the volatile oil window. This represents a major geographic diversification beyond traditional Texas and New Mexico operations. EOG has invested heavily in infrastructure development to capture value and reduce costs. Key projects include the completion of the Verde Pipeline and Janus Gas Processing Plant in the Delaware Basin, which provide enhanced takeaway capacity and processing capabilities. The company has also secured long-term natural gas agreements with premium pricing, including LNG export contracts that provide exposure to international markets. The company has made strategic international expansion moves, maintaining its long-standing operations in Trinidad and Tobago while entering a new joint venture in Bahrain for tight gas exploration. This international diversification provides additional growth opportunities beyond North American shale plays. Technological advancement remains a key focus, with EOG developing proprietary artificial lift optimization systems, extended lateral drilling techniques, and in-house motor programs that have reduced drilling costs by 3-5% annually. The company has also initiated carbon capture and storage pilot projects and committed to 25% reduction in greenhouse gas emissions intensity by 2030. Recent bolt-on acquisitions include 30,000 net acres in the Eagle Ford, representing the largest remaining undeveloped core acreage in that basin. EOG has also optimized its capital structure by planning to increase debt levels to $5-6 billion to enhance shareholder returns while maintaining conservative leverage ratios.
EOG company profile · for informational purposes only — not investment advice.
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