Crude Petroleum & Natural Gas · SIC 1311

Magnolia Oil & Gas Corp

MGY

Watch

Latest revenue

$358.5M

as of 2026-03-31

Latest net income

$99.8M

as of 2026-03-31

Net margin

27.8%

as of 2026-03-31

Price · 5Y

+20.3% / yr 6.5 pts / yr vs S&P 500 150.9% total
Compare:

Live market

delayed ≤15 min
$29.24
0.00%
Market cap
$7.01B
Enterprise value
$7.01B
P/E (trailing)
21.6×
Forward P/E
P/B
Dividend yield
2.2%
52-wk high
$32.76
52-wk low
$21.07
Beta
Shares out
239.8M

5-year trend

What this company does

AI

Items 1 and 2. Business and Properties Overview Magnolia Oil & Gas Corporation (either individually or together with its consolidated subsidiaries, as the context requires, “the Company” or “Magnolia”) is an independent oil and natural gas company engaged in the acquisition, development, exploration, and production of oil, natural gas, and natural gas liquid (“NGL”) reserves. The Company’s oil and natural gas properties are located primarily in the Karnes and Giddings areas in South Texas, where the Company targets the Eagle Ford Shale and Austin Chalk formations. Magnolia focuses on generating value for shareholders through steady, moderate annual production growth resulting from its…

AI summary unavailable — showing raw filing excerpt

Generated from MGY's filing dated 2026-02-12

Key risks

AI

Item 1A. Risk Factors The nature of Magnolia’s business activities subjects the Company to certain hazards and risks. The following risks and uncertainties, together with other information set forth in this Annual Report on Form 10-K, should be carefully considered by current and future investors in the Company’s securities. These risks and uncertainties are not the only ones Magnolia faces. Additional risks and uncertainties presently unknown to Magnolia, or currently deemed immaterial, also may impair the Company’s business operations. The occurrence of one or more of these risks or uncertainties could materially and adversely affect the Company’s business, its financial condition, and…

AI summary unavailable — showing raw filing excerpt

Generated from MGY's filing dated 2026-02-12

Profitability

Operating margin

33.5%

14.0%

Net margin

24.8%

10.9%

Return on assets

11.2%

13.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$358.5M+2.3%$99.8M-3.0%27.8%

Q4 2025

2025-12-31

$317.6M-2.7%$68.8M-19.7%21.6%

Q3 2025

2025-09-30

$324.9M-2.5%$75.5M-24.4%23.2%

Q2 2025

2025-06-30

$319.0M-5.3%$78.1M-18.3%24.5%

Q1 2025

2025-03-31

$350.3M+9.7%$102.9M+21.0%29.4%

Q4 2024

2024-12-31

$326.6M$85.6M26.2%

Q3 2024

2024-09-30

$333.1M+5.5%$99.8M-2.2%30.0%

Q2 2024

2024-06-30

$336.7M+20.1%$95.6M+4.4%28.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Crude Petroleum & Natural Gas · SIC 1311

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Insider activity

Insider buying

$104.0K

Insider selling

$10.8M

Net activity

−$10.7M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-30

Shandell Szabo

Director

Sale11,731$31.98$375.2K
2026-03-10

Edward P Djerejian

Director

Sale18,000$28.98$521.6K
2026-03-09

Arcilia Acosta

Director

Sale19,235$29.10$559.8K
2026-03-09

Dan F Smith

Director

Sale18,000$29.01$522.2K
2026-03-09

Brian Corales

SVP & CHIEF FINANCIAL OFFICER

Sale33,000$29.12$961.0K
2026-03-09

Timothy D. Yang

EVP, CHIEF LEGAL & COMM & SEC

Sale150,000$29.29$4.4M
2026-03-09

Christopher G Stavros

CEO & CHAIRMAN

Sale119,954$29.29$3.5M
2025-11-11

Ralph Lewis Ropp

Director

Purchase4,500$23.10$104.0K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns MGY

Institutional value

$3.10B

Total shares held

103.5M

Distinct holders

263

-111 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.29.5M$931.0M+1.8M (+6.6%)Added
2VANGUARD PORTFOLIO MANAGEMENT LLC13.0M$409.9MNew
3VANGUARD CAPITAL MANAGEMENT LLC7.2M$226.9MNew
4DIMENSIONAL FUND ADVISORS LP7.0M$221.9M+394.4K (+5.9%)Added
5TD ASSET MANAGEMENT INC4.9M$156.0M-729.8K (-12.9%)Trimmed
6Boston Trust Walden Corp3.2M$101.9M-940.2K (-22.6%)Trimmed
7SYSTEMATIC FINANCIAL MANAGEMENT LP2.8M$88.8M-125.6K (-4.3%)Trimmed
8Allspring Global Investments Holdings, LLC2.7M$81.4M-231.7K (-7.9%)Trimmed
9Nuveen, LLC2.3M$71.1M+433.6K (+23.8%)Added
10Stephens Investment Management Group LLC2.2M$68.6M+17.5K (+0.8%)Added
11Bank of New York Mellon Corp1.9M$61.4M-21.4K (-1.1%)Trimmed
12PRINCIPAL FINANCIAL GROUP INC1.5M$48.8M-38.5K (-2.4%)Trimmed
13JPMORGAN CHASE & CO1.2M$38.6M+86.1K (+7.7%)Added
14VANGUARD FIDUCIARY TRUST CO1.2M$37.3MNew
15UBS Group AG1.2M$36.9M+295.5K (+33.8%)Added
16FIRST TRUST ADVISORS LP976.4K$30.8M+101.2K (+11.6%)Added
17Public Sector Pension Investment Board801.8K$25.3M+43.2K (+5.7%)Added
18abrdn plc768.1K$24.2M+277.8K (+56.7%)Added
19Invesco Ltd.704.7K$22.2M-10.8K (-1.5%)Trimmed
20HEARTLAND ADVISORS INC630.5K$19.9M-20.8K (-3.2%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once MGY's latest filing finishes processing.