Magnolia Oil & Gas Corporation

Magnolia Oil & Gas Corporation

MGYยทNYSE

$27.96

-0.96%
EnergyOil & Gas Exploration & Production

Magnolia Oil & Gas Corporation engages in the acquisition, development, exploration, and production of oil, natural gas, and natural gas liquids reserves in the United States. Its properties are located primarily in Karnes County and the Giddings Field in South Texas principally comprising the Eagle Ford Shale and the Austin Chalk formation. As of December 31, 2021, the company's assets consisted of a total leasehold position of 4,71,263 net acres, including 23,785 net acres in Karnes and 4,47,478 net acres in the Giddings area, as well as holds 1,292 net wells with a total production capacity of 66.0 thousand barrels of oil equivalent per day. The company was incorporated in 2017 and is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$5.17B
EPS1.7500
P/E Ratio15.98
Earnings Date07/29/2026
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Magnolia Oil & Gas Corporation Street Expectations Map

MGY ยท NYSE

Wall Street analysts project that MGY stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 29.56, with estimates ranging from a low of 26.00 to a high of 35.00.

Lowest Target
26.00
-7.01%
Consensus Target
29.56
5.72%
Highest Target
35.00
25.18%

The consensus 1-year price target stands at 29.56, with estimates ranging from a low of 26.00 to a high of 35.00.

Analyst Consensus Analysis

Upside Potential

+5.7%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

30.4% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

3.59x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Magnolia Oil & Gas Corporation Forward Estimates of Revenue

MGY ยท NYSE
Latest Revenue
1.31B
FY 2025
Avg Estimate
1.34B
FY 2026
Estimate Range
1.28B - 1.41B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Magnolia Oil & Gas Corporation Forward Estimates of Net Income

MGY ยท NYSE
Latest Net Income
325.25M
FY 2025
Avg Estimate
304.23M
FY 2026
Estimate Range
275.58M - 391.94M
Analyst Spread

Forward Growth Analysis

Projected Growth-6.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread38%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Magnolia Oil & Gas Corporation Forward Estimates of EPS

MGY ยท NYSE
Latest EPS
1.75
FY 2025
Avg Estimate
$1.80
FY 2026
Estimate Range
$1.48 - $2.10
Analyst Spread

Forward Growth Analysis

Projected Growth+2.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread35%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Magnolia Oil & Gas Corporation Forward Estimates of EBIT

MGY ยท NYSE
Latest EBIT
439.03M
FY 2025
Avg Estimate
275.97M
FY 2026
Estimate Range
263.33M - 290.72M
Analyst Spread

Forward Growth Analysis

Projected Growth-37.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Magnolia Oil & Gas Corporation Forward Estimates of EBITDA

MGY ยท NYSE
Latest EBITDA
883.59M
FY 2025
Avg Estimate
519.32M
FY 2026
Estimate Range
495.53M - 547.07M
Analyst Spread

Forward Growth Analysis

Projected Growth-41.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Magnolia Oil & Gas Corporation Forward Estimates of SG&A Expense

MGY ยท NYSE
Latest SG&A Expense
97.04M
FY 2025
Avg Estimate
99.43M
FY 2026
Estimate Range
94.87M - 104.74M
Analyst Spread

Forward Growth Analysis

Projected Growth+2.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Magnolia Oil & Gas Corporation Insider Positioning

MGY ยท NYSE

During the last 12 months, insiders have purchased $104K and sold $10.32M worth of MGY shares, resulting in $10.22M of net selling activity.

3 Months

Bought

0

0.00

Sold

351.9K

10.32M

Net Activity

-10.3M

-$10.32M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

4.5K

103.96K

Sold

0

0.00

Net Activity

+104K

+$104K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
RRL

Ropp Ralph Lewis

Director

4.5K sharesโ€ข1 transactions

$104K

Top Sellers

1
YTD

Yang Timothy D.

Officer: Evp, Chief Legal & Comm & Sec

150.0K sharesโ€ข1 transactions

$4.39M

2
SCG

Stavros Christopher G

Director, Officer: Ceo & Chairman

120.0K sharesโ€ข1 transactions

$3.51M

3
CB

Corales Brian

Officer: Svp & Chief Financial Officer

33.0K sharesโ€ข1 transactions

$961K

4
AA

Acosta Arcilia

Director

19.2K sharesโ€ข1 transactions

$560K

5
DEP

Djerejian Edward P

Director

18.0K sharesโ€ข1 transactions

$522K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $10.22M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.01:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$10.32M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.