Occidental Petroleum stock price target lowered to $46 at Wells Fargo

Published 15/07/2025, 11:50
Occidental Petroleum stock price target lowered to $46 at Wells Fargo

Investing.com - Wells Fargo (NYSE:WFC) has reduced its price target on Occidental Petroleum (NYSE:OXY) to $46.00 from $47.00 while maintaining an Equal Weight rating on the stock. According to InvestingPro data, the stock currently trades at $45.07, with analyst targets ranging from $38 to $67, suggesting mixed views on its valuation potential.

The adjustment primarily reflects a higher share count and lower Gulf of Mexico production, partially offset by modest reductions to cash operating expenses per barrel of oil equivalent, according to the firm’s analysis. The company maintains strong fundamentals with a healthy gross profit margin of 64% and has generated $4.2 billion in levered free cash flow over the last twelve months.

Wells Fargo has revised its full-year 2025 production forecast for Occidental to 1,404 thousand barrels of oil per day, slightly below the midpoint of the company’s guidance range, while Midstream and Chemicals segments remain within initial guidance parameters.

The firm’s earnings per share estimates have been lowered to $0.12 from $0.18 for the second quarter of 2025, and to $1.52 from $1.59 for the full year 2025, with the new price target based on a 4.0x multiple of Wells Fargo’s 2027 EV/EBITDA estimate.

Wells Fargo anticipates that during Occidental’s upcoming earnings call on August 7, investors will focus on macro drivers, capital flexibility, corporate breakevens, capital allocation priorities, Gulf of Mexico volumes, and updates on debt reduction and asset sales. For comprehensive earnings analysis and real-time insights, investors can access detailed financial metrics and exclusive research through InvestingPro’s extensive coverage of OXY.

In other recent news, Occidental Petroleum reported a strong first quarter of 2025, surpassing analyst expectations with an earnings per share of $0.87 and revenue of $6.84 billion, exceeding forecasts by $130 million. The company generated $3 billion in operating cash flow and $1.2 billion in free cash flow. Occidental also announced a strategic framework agreement with ADNOC’s XRG to explore a joint venture for a Direct Air Capture facility in South Texas, aiming to capture 500,000 tonnes of carbon dioxide annually. This venture aligns with Occidental’s focus on carbon management and lower-carbon energy solutions.

Mizuho (NYSE:MFG) raised its price target for Occidental to $65, citing the company’s strong U.S. shale assets, despite maintaining a Neutral rating due to Occidental’s debt levels. JPMorgan, however, lowered its price target to $47 while also maintaining a Neutral rating, highlighting Occidental’s efforts to reduce costs amid challenging oil price conditions. The company is targeting a $150 million reduction in operational expenses and plans to cut full-year capital expenditure by $200 million.

Occidental has also been in advanced negotiations to extend its Block 53 contract in Oman by 15 years, potentially unlocking significant resources. These developments reflect Occidental’s strategic focus on operational efficiencies, cost management, and strategic partnerships to enhance its financial and operational standing.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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