马拉松石油(MRO)
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Marathon Oil (MRO) Registers a Bigger Fall Than the Market: Important Facts to Note
Zacks Investment Research· 2024-03-23 07:21
Marathon Oil (MRO) closed at $27.10 in the latest trading session, marking a -0.37% move from the prior day. This change lagged the S&P 500's 0.14% loss on the day. Meanwhile, the Dow lost 0.77%, and the Nasdaq, a tech-heavy index, added 0.17%.The the stock of energy company has risen by 13.43% in the past month, leading the Oils-Energy sector's gain of 4.9% and the S&P 500's gain of 5.34%.Analysts and investors alike will be keeping a close eye on the performance of Marathon Oil in its upcoming earnings di ...
Marathon Oil (MRO) Up 13.4% Since Last Earnings Report: Can It Continue?
Zacks Investment Research· 2024-03-23 00:36
A month has gone by since the last earnings report for Marathon Oil (MRO) . Shares have added about 13.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Marathon Oil due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Marathon Oil Reports Better-Than-Expected Q4 Earn ...
Why the Market Dipped But Marathon Oil (MRO) Gained Today
Zacks Investment Research· 2024-03-15 07:21
Marathon Oil (MRO) closed at $26.26 in the latest trading session, marking a +1.39% move from the prior day. The stock's change was more than the S&P 500's daily loss of 0.29%. At the same time, the Dow lost 0.35%, and the tech-heavy Nasdaq lost 0.3%.The energy company's shares have seen an increase of 15.68% over the last month, surpassing the Oils-Energy sector's gain of 6.58% and the S&P 500's gain of 4.42%.Market participants will be closely following the financial results of Marathon Oil in its upcomin ...
Should You Invest in Marathon Oil (MRO) Based on Bullish Wall Street Views?
Zacks Investment Research· 2024-03-08 23:31
经纪推荐 - 投资者常常依赖华尔街分析师的推荐来决定是否买入、卖出或持有股票[1] - 马拉松石油目前的平均经纪推荐(ABR)为1.74,介于1到5之间(强烈买入到强烈卖出),由19家经纪公司的实际推荐(买入、持有、卖出等)计算得出[2] - 经纪推荐的可靠性有限,不应仅凭此信息做出投资决策,因为研究表明经纪推荐在指导投资者选择具有最佳价格增长潜力的股票方面成功有限甚至没有[4]
Marathon Oil (MRO) Ascends But Remains Behind Market: Some Facts to Note
Zacks Investment Research· 2024-03-08 08:21
Marathon Oil (MRO) closed the latest trading day at $24.66, indicating a +0.57% change from the previous session's end. The stock's performance was behind the S&P 500's daily gain of 1.03%. Elsewhere, the Dow gained 0.34%, while the tech-heavy Nasdaq added 1.51%.The energy company's stock has climbed by 8.07% in the past month, exceeding the Oils-Energy sector's gain of 4.1% and the S&P 500's gain of 3.21%.The upcoming earnings release of Marathon Oil will be of great interest to investors. On that day, Mar ...
Marathon Oil: The Price Is Right
Seeking Alpha· 2024-03-05 00:27
公司背景 - Marathon Oil Corporation (NYSE:MRO) 是一家低调的石油公司,主要通过Eagle Ford和Bakken盆地获取利润[1] - MRO的股息率只有1.8%,但公司选择将自由现金流用于股票回购,而不是高股息[2] - MRO的财务状况预计将在2024年改善,新的天然气合同将使公司能够以国外市场价格出售产品[3] - MRO主要在Eagle Ford和Bakken盆地生产,而不是Permian盆地,这使得公司在华尔街眼中具有强大的价值主张[4]
Marathon Oil Corporation Announces Key Officer Promotions
Prnewswire· 2024-03-01 05:30
人事变动 - Marathon Oil Corporation宣布Rob L. White将于2024年5月1日晋升为执行副总裁兼首席财务官[1] - Dane Whitehead计划于2024年7月1日退休,Rob L. White将接替他的职位[2] - Marathon Oil感谢Dane Whitehead在过去七年中作为首席财务官的杰出领导和服务,并对Rob和Zach的能力表示赞赏[3]
Marathon (MRO) Q4 Earnings Beat on Higher U.S. Production
Zacks Investment Research· 2024-02-23 23:36
财务表现 - Marathon Oil Corporation (MRO)报告2023年第四季度调整后每股净收入为69美分,超过了Zacks Consensus Estimate的62美分[1] - 公司的底线从去年同期的88美分下降,主要是由于油价回落[2] - 公司报告的营收为17亿美元,比共识预期高出2%,但较去年同期下降了2.4%[3] - Marathon Oil Corporation的总净产量(来自美国和国际部门)为404,000桶油当量/天,较去年同期的333,000桶油当量/天有所增加[4]
Marathon Oil(MRO) - 2023 Q4 - Earnings Call Presentation
2024-02-23 02:43
FOURTH QUARTER 2023 RESULTS AND 2024 OUTLOOK Forward-Looking Statements and Other Matters This presentation (and oral statements made regarding the subjects of this presentation) contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These are statements, other than statements of historical fact, that give current expectations or forecasts of future events, including, without limitation: the Company’s future ...
Marathon Oil(MRO) - 2023 Q4 - Earnings Call Transcript
2024-02-23 02:42
财务数据和关键指标变化 - 2023年公司实现了22%的油产量增长,主要得益于股票回购计划和Ensign Eagle Ford资产的整合 [2] - 2023年公司实现了2.2亿美元的经调整自由现金流,并向股东分配了17亿美元,相当于经营活动现金流的41% [2][3] - 2023年公司进行了15亿美元的股票回购,使得股票数量减少了9% [2][3] - 2023年公司提高了22%的基础股息,同时保持了行业最低的自由现金流平衡点 [3] - 2023年公司偿还了5亿美元的债务,使得净债务/EBITDA降至约1倍 [3] 各条业务线数据和关键指标变化 - 公司的美国多盆地资产组合保持了出色的资本效率和生产力,2023年生产效率领先行业 [2][4] - 公司计划2024年将资本支出集中在Eagle Ford和Bakken,占总资本支出的70%,这两个区域的生产效率和资本效率都处于行业领先水平 [4] - 公司将适度增加在Permian盆地的资本投入,并将继续提高平均井深,提升资本效率 [4] - 公司的赤道几内亚集成天然气业务将在2024年实现大幅改善,EBITDA预计从2023年的3.9亿美元增加至5.5-6亿美元,主要得益于实现全球LNG定价 [5][6] 各个市场数据和关键指标变化 - 公司在2023年取得了创纪录的安全业绩,员工和承包商的总可记录事故率均位于行业前25% [1] - 公司在2023年将天然气捕集率提高至99.5%,创下新高,并将继续努力实现零常规性放散 [1] - 公司在2023年提前两年实现了2025年温室气体排放强度降低50%的目标 [1] 公司战略和发展方向及行业竞争 - 公司坚持"更多S&P,更少E&P"的战略,致力于在各个方面与标普500中最优秀的公司竞争 [2] - 公司未来将继续专注于可持续自由现金流的产生、有意义的资本回报以及资本和运营效率 [2][3] - 公司将保持谨慎的并购策略,只有在能够提升财务指标、资本回报和资产质量的情况下才会考虑并购 [6][7] - 公司看好未来在赤道几内亚的发展前景,将继续推进天然气综合利用的"综合气田"概念,预计未来5年该业务将实现25亿美元的累计EBITDA [5][6] 管理层对经营环境和未来前景的评论 - 管理层对公司2024年的业务计划充满信心,将继续保持行业领先的自由现金流产生能力和资本回报水平 [2][3] - 管理层认为公司的业绩具有可持续性,得益于优质的美国多盆地资产组合以及不断改善的赤道几内亚天然气业务 [5][6] - 管理层表示,即使在当前天然气价格疲软的环境下,公司也能通过合理分配资本,保持出色的财务表现 [9] 问答环节重要的提问和回答 问题1 **Arun Jayaram提问** 询问公司未来并购策略,是否会考虑通过并购来获得更大规模和更多资产 [6][7] **Lee Tillman回答** 公司并购策略仍将保持谨慎和纪律,必须满足财务指标改善、资本回报提升和资产质量提高等标准,不会为了单纯扩大规模而放松标准 [6][7] 问题2 **Neal Dingmann提问** 询问公司未来是否会考虑增加使用浮动股息等其他资本回报方式,以及对每股指标增长的预期 [8][9] **Dane Whitehead回答** 公司未来资本回报方式预计不会发生重大变化,仍将以股票回购和基础股息为主,每股指标增长将得益于持续的股票回购计划 [8][9] 问题3 **Neil Mehta提问** 询问公司未来是否有信心能够保持当前出色的资本效率水平 [10] **Lee Tillman回答** 公司有信心未来能够保持甚至进一步提升资本效率,将通过延长井深、优化作业执行效率、供应链管理等多种方式来实现 [10]