CFRA raises EOG Resources stock price target to $135 on Utica acquisition

Published 08/08/2025, 20:40
CFRA raises EOG Resources stock price target to $135 on Utica acquisition

Investing.com - CFRA has raised its price target on EOG Resources (NYSE:EOG) to $135.00 from $127.00 while maintaining a Buy rating, citing the company’s recent Utica acreage acquisition. According to InvestingPro data, EOG currently trades at an attractive 10.7x earnings multiple, with analysts’ targets ranging from $118 to $170, suggesting potential upside.

The $5.6 billion acquisition of former Encino assets represents the largest deal in EOG’s history, according to CFRA. Despite taking on additional debt for the purchase, EOG maintains that its total debt to EBITDA ratio remains at 1x, even under conservative pricing assumptions of $45 per barrel for crude oil and $2.50 per thousand cubic feet for natural gas. InvestingPro analysis shows the company maintains robust financial health with a "GREAT" overall score, holding more cash than debt on its balance sheet.

CFRA notes that EOG’s newly acquired Utica acreage delivers more than 55% direct after-tax rate of return even at bottom-cycle pricing and exceeds 200% at mid-cycle pricing, aligning with the company’s premium strategy. The company has demonstrated consistent financial strength, with InvestingPro highlighting its 36-year track record of maintaining dividend payments and strong cash flow coverage of interest payments. For deeper insights into EOG’s financial metrics and growth potential, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

The research firm has increased its earnings per share estimates for EOG, raising its 2025 projection by $0.40 to $9.86 and its 2026 forecast by $0.59 to $11.19.

EOG’s legacy well cost per foot in the Utica is approximately 13% better than under previous owner Encino, suggesting the company can implement an improved cost structure and extract synergies from the acquisition.

In other recent news, EOG Resources Inc. announced its second-quarter 2025 financial results, exceeding Wall Street predictions. The company reported an adjusted earnings per share of $2.32, surpassing the expected $2.23. Additionally, EOG Resources achieved actual revenue of $5.48 billion, slightly above the forecasted $5.44 billion. These financial results highlight the company’s performance during this period. No major mergers or acquisitions were reported recently. Analyst firms have not provided new upgrades or downgrades for EOG Resources at this time. Investors may find these developments noteworthy as they assess the company’s financial health.

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