Magnolia Oil & Gas, Corp. (MGY)
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-09-04
$26.80-1.51%
Close 2026-09-04 · 1-day change
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-09-04
QuarterlyIQ Insights · MGY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within energy on a research-validated quality screen. As of 2026-09-04.
The screen ranks MGY against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Energy names rated strong grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=1735).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue steady, moderate annual production growth, raising 2026 guidance to 6% from 5%, driven by strong well performance and acquisitions.
Stated as a priority in 4 of last 4 quarters. Management raised 2026 production growth guidance from 5% to 6% in 2026-Q2. Actual production grew 8% year-over-year to 106.1 Mboe/d in 2026-Q2, exceeding prior guidance. The trajectory is delivering with growth exceeding guidance.
“We are raising our full year 2026 production growth guidance on a standalone company basis to 6 percent from 5 percent.”
“We are reiterating our full-year 2026 production growth guidance of approximately 5 percent.”
“The Company currently expects this year’s capital spending program and activity to deliver full-year total production growth of approximately 5 percent for 2026.”
“We are reiterating our full-year 2025 outlook for total production growth of approximately 10 percent.”
Maintain disciplined capital spending with total 2026 drilling and completions capital forecasted between $440 million and $480 million.
Capital spending discipline stated in 4 of last 4 quarters. Management reiterated 2026 capital spending guidance in the $440-$480 million range. Actual D&C capital was $125 million in 2026-Q2, consistent with quarterly pacing. The trajectory is delivering consistent capital discipline.
Continue returning cash to shareholders through quarterly dividends and share repurchase programs, increasing dividend rate in 2026.
Management stated this priority in 4 of last 4 quarters. Magnolia returned $80.1 million (34% of free cash flow) to shareholders in 2026-Q2, continuing a pattern of significant cash returns including dividends and share repurchases. Dividend per share increased from $0.165 to $0.18 in 2026-Q2. The trajectory is delivering consistent shareholder returns.
Complete acquisition of WildFire Energy to more than double Giddings acreage and enhance production and free cash flow.
Stated in 2 of last 4 quarters. Management announced the WildFire acquisition in 2026-Q2 to more than double Giddings acreage to over 1.25 million net acres. The acquisition is expected to close late in 2026-Q3 and is funded by $1.23 billion equity and $500 million debt. The trajectory is progressing with closing pending.
Continue disciplined capital spending and operations to achieve about 5% total production growth in 2026.
Over the trailing year it converted 2.28x of net income into operating cash flow. Historically, Energy names rated neutral grew net income 40% of the time over the next year (vs 46% for the rest of the cohort, n=1319).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=807).
Not investment advice. As of 2026-09-04.
“Total estimated standalone company capital spending for the year reiterated in the range of $440 to $480 million.”
“Total capital spending for the year reiterated in the range of $440 to $480 million.”
“Magnolia currently estimates its total 2026 D&C capital spending to be in the range of $440 to $480 million.”
“We are increasing our full-year 2025 production growth guidance to approximately 10%, from a range of 7 to 9% previously.”
“Magnolia returned $80.1 million, or 34% of free cash flow, to shareholders during the second quarter.”
“Magnolia returned $83.3 million, or 57% of free cash flow, to shareholders during the first quarter.”
“Magnolia returned 110% of free cash flow during the fourth quarter 2025 to shareholders.”
“Magnolia returned 75% of free cash flow during full year 2025 to shareholders.”
“Entered into definitive agreement to acquire WildFire Energy, more than doubling Giddings acreage.”
“Acquisition expected to close late in third quarter 2026, funded with approximately half debt and half equity.”