EOG Resources price target raised to $148 from $144 at Jefferies

Published 13/06/2025, 11:06
EOG Resources price target raised to $148 from $144 at Jefferies

Jefferies raised its price target on EOG Resources (NYSE:EOG) to $148.00 from $144.00 on Friday, while maintaining a Buy rating on the stock. According to InvestingPro data, analysts’ targets range from $125 to $158, with 10 analysts recently revising earnings estimates upward. The stock currently trades at $120.59, suggesting potential upside based on the consensus target.

The firm’s updated valuation follows discussions with EOG’s Vice President & Head of Investor Relations Pearce Hammond, which centered on the company’s recent Encino acquisition and its development strategy going forward.

Jefferies confirmed EOG’s previously announced projection of approximately 10% EBITDA and cash flow accretion from the acquisition, but noted its own calculations suggest even higher free cash flow improvements after accounting for about $150 million in synergies and anticipated production shifts.

The price target increase incorporates Jefferies’ assumption that the Encino acquisition will close in the third quarter of 2025, providing EOG with additional production assets and operational efficiencies.

EOG Resources, a major U.S. oil and gas producer, has been expanding its portfolio through strategic acquisitions to enhance its position in key energy-producing regions across North America.

In other recent news, EOG Resources announced a $5.6 billion acquisition of Encino Acquisition Partners, significantly expanding its presence in the Utica Shale. This acquisition, financed through a combination of cash and debt, is expected to enhance EOG’s operational footprint and financial performance. UBS analysts maintained a Buy rating with a $135.00 price target, emphasizing the strategic nature of the acquisition. Raymond (NSE:RYMD) James analysts raised their price target to $158, citing the expansion of EOG’s core net acreage in the Utica and the anticipated accretion to EBITDA and free cash flow. BMO Capital reiterated an Outperform rating, highlighting the strengthened position in the Utica region and potential inventory enhancements. RBC Capital also reaffirmed an Outperform rating, noting the expected increase in cash flow per share estimates and the strategic expansion of EOG’s acreage. Meanwhile, Bernstein SocGen Group maintained a Market Perform rating, acknowledging the acquisition’s alignment with EOG’s strategic approach. Additionally, EOG Resources announced a 5% increase in its dividend to $1.02 per share, further indicating the company’s strengthened financial outlook.

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