Equinor stands out as a top mega cap oil pick, combining a diversified portfolio, strong capital discipline, and low valuation. EQNR delivered double-digit returns on capital, record production, and returned $9 billion to shareholders while maintaining robust investment levels. Empire Wind and Ørsted wind projects have overcome legal hurdles, with fixed offtake contracts and tax credits set to drive strong 2027-2028 cash flows.
Equinor ASA signs a five-year gas deal with Eneco to supply up to 0.5 bcm a year from 2026, pairing deliveries with low-carbon origin certificates.
EQNR beat Q4 EPS estimates as higher liquids and gas production lifts results, even as revenues decline year over year.
Norway's Equinor said on Thursday it had signed a five-year gas supply agreement with Netherlands-based energy company Eneco , for deliveries to the Netherlands.
Equinor ASA (EQNR) Q4 2025 Earnings Call Transcript
EQNR sells its onshore Vaca Muerta assets to Vista Energy for $1.1B, strengthening cash flow while retaining offshore exposure in Argentina.
Equinor's fourth-quarter earnings slid as weaker oil and gas prices bite, with the company targeting a 10% reduction in operating costs this year and paring back capital expenditure.
Equinor reported a decline in fourth-quarter profits on Wednesday from the same period last year as oil and gas prices fell, but still outperformed analysts' expectations for the period.
EQNR to report 4Q25 results on Feb. 4, with lower crude prices and the Peregrino divestment likely weighing on revenues and EPS expectations.
Oil Price Volatility Is Our Base Case In A Visibly Surplus Market
Equinor is set to restart Empire Wind after a court injunction, as a judge warns that delays could cause irreversible damage to the offshore New York project.
Equinor ASA is rated Buy, given its strategic importance for Europe's oil and gas sector amid macro tensions and rising uncertainty. EQNR expects 2025 oil and gas production to grow 4%, with a robust capital distribution framework targeting ~$9 billion in payouts, for a 14.75% dividend and buyback yield. High CAPEX will persist as EQNR plans to drill 250 wells by 2035 to maintain production, supporting long-term stability but increasing investment risk.