Magnolia Oil & Gas Corp $MGY Shares Sold by Systematic Financial Management LP

Systematic Financial Management LP trimmed its stake in Magnolia Oil & Gas Corp (NYSE:MGY) by 1.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,938,904 shares of the company’s stock after selling 33,447 shares during the quarter. Magnolia Oil & Gas makes up 1.5% of Systematic Financial Management LP’s portfolio, making the stock its 6th biggest holding. Systematic Financial Management LP owned approximately 1.56% of Magnolia Oil & Gas worth $64,333,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in MGY. TD Asset Management Inc raised its holdings in shares of Magnolia Oil & Gas by 55.7% in the third quarter. TD Asset Management Inc now owns 4,478,361 shares of the company’s stock worth $106,898,000 after acquiring an additional 1,601,809 shares during the last quarter. Epoch Investment Partners Inc. lifted its stake in shares of Magnolia Oil & Gas by 58.7% during the 3rd quarter. Epoch Investment Partners Inc. now owns 4,138,626 shares of the company’s stock worth $98,789,000 after purchasing an additional 1,531,061 shares during the period. Arrowstreet Capital Limited Partnership lifted its stake in shares of Magnolia Oil & Gas by 192.4% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,401,279 shares of the company’s stock worth $33,449,000 after purchasing an additional 921,970 shares during the period. Jefferies Financial Group Inc. lifted its stake in shares of Magnolia Oil & Gas by 473.6% during the 4th quarter. Jefferies Financial Group Inc. now owns 614,682 shares of the company’s stock worth $13,455,000 after purchasing an additional 507,524 shares during the period. Finally, Northern Trust Corp lifted its stake in shares of Magnolia Oil & Gas by 21.5% during the 3rd quarter. Northern Trust Corp now owns 2,229,193 shares of the company’s stock worth $53,211,000 after purchasing an additional 394,579 shares during the period. 94.73% of the stock is owned by institutional investors and hedge funds.

More Magnolia Oil & Gas News

Here are the key news stories impacting Magnolia Oil & Gas this week:

• Positive Sentiment: Zacks Research boosted its Q2 2026 EPS estimate to $0.64 from $0.33, implying stronger near-term earnings momentum for Magnolia Oil & Gas. MGY reference
• Positive Sentiment: The analyst also lifted Q3 2026 EPS to $0.67 from $0.38 and Q4 2026 EPS to $0.67 from $0.42, suggesting improving profitability expectations later this year. MGY reference
• Positive Sentiment: Zacks increased longer-term forecasts too, including FY2027 EPS to $2.46 from $1.95 and FY2028 EPS to $2.25 from $2.21, reinforcing a constructive earnings outlook. MGY reference
• Neutral Sentiment: Despite the higher estimates, Zacks Research kept a Hold rating on the stock, which may limit the upside reaction. MGY reference
• Neutral Sentiment: The updated forecasts are still below the current consensus FY2026 EPS estimate of $2.91, indicating the new estimates are supportive but not especially aggressive. MGY reference

Magnolia Oil & Gas Price Performance

Shares of Magnolia Oil & Gas stock opened at $29.28 on Friday. Magnolia Oil & Gas Corp has a twelve month low of $21.07 and a twelve month high of $32.76. The stock has a market capitalization of $5.42 billion, a P/E ratio of 17.03 and a beta of 0.75. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 0.19. The business’s fifty day moving average price is $29.79 and its 200 day moving average price is $26.08.

Magnolia Oil & Gas (NYSE:MGY) last issued its earnings results on Wednesday, May 6th. The company reported $0.54 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.03. Magnolia Oil & Gas had a return on equity of 16.28% and a net margin of 24.40%.The firm had revenue of $358.51 million for the quarter, compared to analysts’ expectations of $349.89 million. During the same quarter last year, the firm earned $0.54 earnings per share. The firm’s revenue for the quarter was up 2.3% compared to the same quarter last year. As a group, research analysts anticipate that Magnolia Oil & Gas Corp will post 2.85 earnings per share for the current year.

Magnolia Oil & Gas Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be issued a $0.165 dividend. The ex-dividend date is Tuesday, May 12th. This represents a $0.66 dividend on an annualized basis and a yield of 2.3%. Magnolia Oil & Gas’s dividend payout ratio (DPR) is presently 38.37%.

Insider Transactions at Magnolia Oil & Gas

In related news, EVP Timothy D. Yang sold 150,000 shares of Magnolia Oil & Gas stock in a transaction on Monday, March 9th. The stock was sold at an average price of $29.29, for a total value of $4,393,500.00. Following the transaction, the executive vice president owned 526,661 shares in the company, valued at approximately $15,425,900.69. This trade represents a 22.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Dan F. Smith sold 18,000 shares of Magnolia Oil & Gas stock in a transaction on Monday, March 9th. The shares were sold at an average price of $29.01, for a total value of $522,180.00. Following the completion of the transaction, the director owned 119,204 shares in the company, valued at $3,458,108.04. The trade was a 13.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 338,954 shares of company stock valued at $9,911,733 in the last ninety days. Company insiders own 0.92% of the company’s stock.

Analysts Set New Price Targets

MGY has been the topic of a number of recent analyst reports. Wells Fargo & Company reduced their price target on Magnolia Oil & Gas from $32.00 to $31.00 and set an “equal weight” rating on the stock in a research note on Wednesday, May 13th. Truist Financial increased their price target on Magnolia Oil & Gas from $33.00 to $34.00 and gave the stock a “hold” rating in a research note on Monday, April 27th. UBS Group increased their price target on Magnolia Oil & Gas from $29.00 to $35.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Piper Sandler increased their price target on Magnolia Oil & Gas from $28.00 to $31.00 and gave the stock a “neutral” rating in a research note on Thursday, March 12th. Finally, Zacks Research lowered Magnolia Oil & Gas from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 19th. Seven equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $31.00.

Magnolia Oil & Gas Profile

Magnolia Oil & Gas Corp (NYSE: MGY) is an independent exploration and production company focused on the acquisition, development and optimization of onshore oil and gas assets in South Texas. Headquartered in Houston, the company concentrates its efforts on the Eagle Ford Shale, where it holds significant working interests in key producing counties.

The company’s core operations center on horizontal drilling and multi-stage completions designed to extract light crude oil, natural gas and natural gas liquids (NGLs).