Raymond James raises EOG Resources stock price target to $158

Published 02/06/2025, 11:46
Raymond James raises EOG Resources stock price target to $158

On Monday, Raymond (NSE:RYMD) James analysts raised the price target for EOG Resources (NYSE:EOG) stock to $158 from $148, maintaining a Strong Buy rating. The adjustment follows EOG’s announcement of its acquisition of private Utica operator Encino, owned by Canada Pension Plan, which significantly enhances EOG’s position in the Utica region. According to InvestingPro data, EOG currently trades near its 52-week low at $108.57, suggesting potential upside based on the company’s Fair Value assessment.

The acquisition more than doubles EOG’s core net acreage in the Utica, increasing it from 460,000 net acres to 1.1 million net acres. This expansion is expected to yield a combined production of 275,000 barrels of oil equivalent per day, with oil constituting 25% of the output. The analysts noted Encino as a particularly attractive private exploration and production company in the U.S., highlighting the strategic value of the acquisition. With a market capitalization of $59.26 billion and strong financial health metrics, EOG demonstrates solid fundamentals. InvestingPro subscribers can access 8 additional key insights about EOG’s financial position.

EOG Resources anticipates the transaction will be approximately 10% accretive to EBITDA and around 9% accretive to free cash flow. The analysts project substantial accretion when considering fiscal year 2026 estimates.

In addition to the acquisition, EOG Resources has increased its dividend by 5% to $1.02 per share. The analysts reiterated their Strong Buy rating, citing the enhanced growth prospects and financial benefits stemming from the transaction.

In other recent news, EOG Resources has announced a significant acquisition, planning to acquire Encino Acquisition Partners for $5.6 billion. This strategic move will expand EOG’s holdings in Ohio’s Utica Shale, adding 675,000 acres to its portfolio, bringing the total to 1.1 million net acres. The acquisition, funded with $3.5 billion in debt and $2.1 billion in cash, is expected to be accretive to EOG’s EBITDA and cash flow metrics. Analyst firm BMO Capital Markets has maintained an Outperform rating on EOG Resources, highlighting the strategic benefits of the acquisition. Conversely, JPMorgan has reiterated a Neutral rating, citing concerns about the sustainability of long-term cash flow and returns for U.S. shale operators like EOG. Furthermore, EOG Resources’ shareholders recently approved executive pay and elected directors, showing strong support with votes ranging from 94.99% to 97.15% in favor. The shareholders also ratified the appointment of Deloitte & Touche LLP as the independent auditor for the fiscal year ending December 31, 2025. Additionally, Union Investment has decided to divest from EOG Resources due to concerns over the company’s commitment to climate targets.

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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