EOG EOG Resources, Inc.

$EOG is this still considered the best American E&P play? It’s weird how these leading companies are getting zero coverage by financial media.

$EOG The release reports the buyback as one quarter total. The Item 2 table in the 10-Q splits it by month, and the pace picked up as the price rose, 1,067,215 shares in July at an average of 134.77 dollars, 2,308,124 in August at 143.66 dollars, and 4,037,848 in September at 145.68 dollars. Program purchases for the quarter were 7,048,447 shares at an average of 142.99 dollars.

$EOG The Brent linked gas sales contract asset in Note 10 was 229 million dollars at Sep 30 on arithmetic, 67 million current plus 162 million noncurrent. It was 161 million at Jun 30 and 31 million at Dec 31. That is a fair value mark, not cash, and it is separate from the new JKM linked agreement in the release.

$EOG The release led with record volumes and the dividend raise. The portfolio sales are only in the 10-Q. EOG sold its entire Barnett Shale interest for two hundred twenty million dollars in a deal that closed September 15, and its entire Woodford Oil Window interest for one hundred eighty million dollars in a deal that closed October 19. Together they produced about sixteen thousand barrels of oil equivalent a day in Q3, only about two thousand barrels a day of it oil. Nine month asset sale proceeds were three hundred ninety four million dollars, mostly the northern Midland Basin and Barnett sales. Both plays took the big write down in late 2025.

$EOG is ranked #9 in energy balanced with a score of 74 after today's selloff. I posted these rankings earlier, but the data just refreshed. It may not feel like it after today's S show, but a down day can be the right time to invest. I used Stock Meadow's Scoring model to find the next stock I'm buying.

Rough, scary day in the market, and it's okay to feel it. Markets have bounced back from drops before, and I expect this one to as well. For me, days like this are for research, so I used Stock Meadow's scoring model to find the companies to buy. $EOG is ranked #16 in energy balanced with a score of 71.

$EOG Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $4.87 up 79.70% YoY • Reported revenue of $8.55B up 46.21% YoY • EOG estimates full-year 2026 capital expenditures of approximately $6.3B to $6.7B; crude oil production is expected to increase approximately 5%, and total production approximately 14%, versus 2025.

$EOG | EOG RESOURCES, INC. Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $4.87 vs. $4.47 est. ✅ ◆ Revenue: $8.55B vs. $7.26B est. ✅ ◆ Net Income: $2.781B (+89.1% YoY) ◆ Operating Income: $3.586B (+95.3% YoY) ◆ Operating Expenses: $4.963B (+23.7% YoY) ◆ Operating Cash Flow: $3.813B (+22.6% YoY) Segment Performance: ◆ Crude Oil & Condensate: $4.392B (+16.4% YoY) ◆ Natural Gas Liquids: $0.858B (+42.1% YoY) ◆ Natural Gas: $1.085B (+53.5% YoY) ◆ Gathering, Processing & Mktg: $1.846B (-8.2% YoY) Key Metrics: ◆ Free cash flow was $2.176B in Q3 2026, up 57.3% from $1.383B in Q3 2025. ◆ Capital expenditures were $1.597B in Q3 2026, essentially flat versus $1.648B in Q3 2025. ◆ Record total production of 1,433.1 MBoed in Q3 2026, up 10.1% from 1,301.2 MBoed in Q3 2025. Forward Guidance: ◆ Q4 2026 total crude oil equivalent volumes: 1,385.5–1,432.0 MBoed (midpoint 1,408.8 MBoed) ◆ Q4 2026 capital expenditures: $1,630–$1,730M (midpoint $1,680M) ◆ FY 2026 capital expenditures: $6,300–$6,700M (midpoint $6,500M) ◆ Q4 2026 cash operating costs: $10.40–$11.70/Boe (midpoint $11.05/Boe)

$EOG is ranked #14 in energy balanced with a score of 72. I used Stock Meadow's scoring model to review the results.

$EOG tagged 159.0 from our 154.20–155.50 entry 📈 last 158.45, still above the breakout. Trail under 155.

$EOG Generated $2.8 billion in free cash flow in Q2 2026 and giving it substantial capacity to fund dividends, repurchases and future investment..

$EOG New all time highs for EOG Resources as WTI take $100 again. (I own it in Zacks Value Investor)

$EOG up ~3% to new highs (last ~157.20, high 157.36) as energy leads the tape with crude pushing toward $99. It cleared the 154.88–155 area that capped it this week, and it's riding well above the 20-day (~145.18) and 50-day (~145.76). Long idea: entry 154.20–155.50 (retest of the breakout) Stop: 151.40 (under the Oct 15 low 151.65) T1: 160 T2: 165 (measured move off the 149.78–157.36 range) Key level: 155. Losing it on a close means the breakout failed. Not financial advice