Magnolia Oil & Gas Corp(MGY)— Stock Profile, AI Score & Financials
Energy · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Magnolia Oil & Gas Corp (MGY) stock profile, AI quality score, and SEC EDGAR financial data, a Energy sector company. 13F Pro's AI-powered ranking engine scores MGY at 67.3/100 on a 32-signal composite quality model, placing it at rank #369 of 2,960 stocks — the top 25% of the AI-ranked universe. MGY scores in the top quartile across free cash flow (98.3), balance sheet strength (92.0), profitability (88.4). Areas of concern include institutional flow (1.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 39.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Magnolia Oil & Gas Corp reports quarterly revenue of $478.8M, net income of $181.8M. Top institutional holders of MGY by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, AMERICAN CENTURY COMPANIES, based on the most recent SEC filings. MGY trades on the NYSE exchange and files with the SEC under CIK 1698990. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MGY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Magnolia Oil & Gas Corp directly from SEC EDGAR.
AI Quality Score
67.3/100
AI Rank
#369
Revenue
$478.8M
Net Income
$181.8M
MGY key financials by period
Magnolia Oil & Gas Corp reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$1.3B
$325.3M
33.5%
FY 2024
10-K
$1.3B
$366.0M
38.9%
FY 2023
10-K
$1.2B
$388.3M
43.6%
FY 2022
10-K
$1.7B
$893.8M
63.4%
FY 2021
10-K
$1.1B
$417.3M
55.9%
FY 2020
10-K
$541.3M
$-1.2B
—
Institutions holding MGY
Institutional investors reporting a position in Magnolia Oil & Gas Corp on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Magnolia's Q2 FY2026 revenue rose 50% YoY to $478.8M as a 58% jump in oil prices drove operating income to $239.5M, even as the company disclosed a pending ~$4 billion WildFire Acquisition after quarter-end.
Biggest Revenue Drivers
Oil revenues$373.8M+65% YoY
A 58% increase in average prices added $130.8M and a 5% increase in production added $16.6M
Natural gas liquids revenues$65.4M+31% YoY
A 17% increase in average prices and a 13% increase in NGL production
Biggest Revenue Drivers
Total revenue: $478.8M+50% YoY
Oil revenues$373.8M+65% YoY
A 58% increase in average prices added $130.8M and a 5% increase in production added $16.6M
Natural gas liquids revenues$65.4M+31% YoY
A 17% increase in average prices and a 13% increase in NGL production
Natural gas revenues$39.7M-7% YoY
A 14% decrease in average prices, partially offset by an 8% increase in production
Largest Expense Items
Depreciation, depletion and amortization$116.5M+$9.4M YoY
Increase primarily due to higher production
Lease operating expenses$48.4M+$4.8M YoY
Higher workover activity and increased surface repair, maintenance and compression from higher well count
General and administrative expenses$29.2M+$5.9M YoY
Increased stock based compensation from higher grant date fair values, accelerated vesting, and higher professional service fees
Taxes other than income$22.8M+$4.0M YoY
Higher production taxes from increased oil prices, partially offset by severance tax refunds and lower ad valorem valuations
Margins: Operating income more than doubled to $239.5M from $107.8M as oil price gains outpaced cost growth; DD&A per boe rose only slightly ($12.07 vs $11.98) despite the production increase.
Watch Items from the Filing
Subsequent to quarter-end, Magnolia agreed to acquire WildFire for ~$4 billion ($2.65B cash, 32.2M shares, assumption of $600M notes), subject to HSR approval and other closing conditions with a potential termination date of October 13, 2026.
The company faces litigation over a claimed minority working interest in the Karnes County Assets; exposure is not currently reasonably estimable.
Management cites material commodity price volatility from geopolitical conflict, including disruption to Strait of Hormuz oil flows tied to the Iran conflict and the Russia-Ukraine war.
Company eliminated its noncontrolling interest in February 2026, now owning 100% of Magnolia LLC, simplifying its capital structure.
9.9 million shares remain under the 60.0 million share repurchase authorization after repurchasing 50.1 million shares for $994.7 million cumulative.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
