What is the 13F Pro Quality Score for MGY?

13F Pro ranks Magnolia Oil & Gas Corp (MGY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MGY's current score at https://13fpro.ai/research/MGY (free sign-up required for the full ranking).

Where does 13F Pro source MGY data?

All Magnolia Oil & Gas Corp fundamentals and ownership data come directly from SEC EDGAR. Magnolia Oil & Gas Corp files with the SEC under CIK 1698990. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is MGY in?

Magnolia Oil & Gas Corp (MGY) is classified in the Energy sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/energy.

What drives MGY's revenue?

Per Magnolia Oil & Gas Corp's latest 10-Q filed with the SEC on 2026-05-07, the biggest revenue drivers are: Oil ($257.3M, +4.8% YoY); Natural Gas ($51.8M, +0.8% YoY); Natural Gas Liquids ($49.4M, -7.5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/MGY.

What are MGY's largest expenses?

Magnolia Oil & Gas Corp's latest 10-Q reports these as the largest expense items: Depreciation, depletion and amortization ($113.4M, +7.0% YoY); Lease operating expenses ($47.8M, +0.1% YoY); General and administrative expenses ($31.4M, +28.0% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is MGY research updated on 13F Pro?

MGY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Magnolia Oil & Gas Corp(MGY)Stock Analysis

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13F Pro Quality Score

71.2/100

Rank #271 of 2,879 stocksTOP 10%

View Energy peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

51.6/100

Profitability

86.4/100

Balance Sheet

90.3/100

Earnings Quality

35.1/100

Free Cash Flow

94.8/100

Institutional Flow

75.9/100

Revenue Scale

55.1/100

Dilution Risk

40.8/100

MGY Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Magnolia Oil & Gas Corp (MGY), a Energy sector company. 13F Pro's AI-powered ranking engine scores MGY at 71.2/100 on a 32-signal composite quality model, placing it at rank #271 of 2,879 stocks — the top 10% of the AI-ranked universe. MGY scores in the top quartile across free cash flow (94.8), balance sheet strength (90.3), profitability (86.4). Areas of concern include earnings quality (35.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 40.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Magnolia Oil & Gas Corp reports quarterly revenue of $358.5M, net income of $99.8M, an operating margin of 35.6%. 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. Magnolia Oil & Gas Corp's 13F Pro composite quality score has ranged between 8 and 85 since 2021, currently 71.2 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about Magnolia Oil & Gas Corp

Quirks, history, and lore behind MGY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. oil and gas company · upstream focused · listed on the NYSE · headquartered in Texas.
2
The Numbers
A small-to-mid-cap producer generating roughly $1 billion or more in annual revenue, with a balance sheet light on debt and heavy on shareholder returns.
3
The History
Founded in 2014, it was carved out of a larger company specifically to focus on Permian Basin assets — born at almost exactly the wrong time, right before oil prices cratered.
4
The Secret
Its acreage sits in the Midland Basin sub-play of the Permian, where it drills horizontal wells and has steadily grown production without taking on reckless leverage.
5
The Lore
The company is majority-owned by Warburg Pincus, the private equity giant — giving this public company an unusually powerful institutional backstop behind the scenes.
6
The Giveaway
Its ticker evokes a flowering Southern tree, its name conjures blooming grandeur, and its wells are drilled squarely in the heart of the Permian Basin — a pretty name for a very oily business.

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What's Driving MGY's Business? Latest 10-Q Breakdown

AI-extracted from Magnolia Oil & Gas Corp's 10-Q filed 2026-05-07 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q1 2026 net income of $99.8M ($0.54/share) on $358.5M revenue; oil production +4% YoY drove growth, partially offset by 16% NGL price decline.

Biggest Revenue Drivers

Total revenue: $358.5M+2.3% YoY

Oil$257.3M+4.8% YoY

4% increase in oil production volume and 1% increase in average prices

Natural Gas$51.8M+0.8% YoY

5% increase in production offset by 4% decrease in average prices

Natural Gas Liquids$49.4M-7.5% YoY

16% decrease in average prices partially offset by 10% increase in production

Largest Expense Items

Depreciation, depletion and amortization$113.4M+7.0% YoY

Higher production and acquisitions made during 2026

Lease operating expenses$47.8M+0.1% YoY

Surface repair and maintenance, compression from higher well count, offset by lower per-boe cost

General and administrative expenses$31.4M+28.0% YoY

Increased stock-based compensation from higher grant values, accelerated vesting, and PSU payout changes

Watch Items from the Filing

NGL prices declined 16% YoY, reducing revenues by $8.6M in Q1 2026; commodity price volatility poses ongoing downside risk.
Pending litigation with EnerVest affiliates regarding minority working interest in Karnes County Assets; exposure not reasonably estimable; Co-Defendants retain liability.
In February 2026, Magnolia LLC Unit Holders redeemed 4.8M units and company repurchased remaining 0.7M units, eliminating noncontrolling interest; company now owns 100% of Magnolia LLC.
Operating cash flow declined 12% YoY to $197.6M due to lower NGL prices and timing of receipts/payments, though company maintains $574.4M total liquidity.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$358.5M

Net Income

Q1 2026

$99.8M

Free Cash Flow

Q1 2026

$197.6M

Operating Margin

Q1 2026

35.6%

D/E Ratio

Q1 2026

0.19

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-0.3% YoY

$1.31BFY 2025

FY22 $1.69BFY23 $1.23BFY24 $1.32BFY25 $1.31B

Net Income

-11.1% YoY

$325.3MFY 2025

FY22 $893.8MFY23 $388.3MFY24 $366.0MFY25 $325.3M

Operating Income

-14.2% YoY

$439.2MFY 2025

FY22 $1.07BFY23 $534.5MFY24 $512.0MFY25 $439.2M

Total Assets

+2.9% YoY

$2.90BFY 2025

FY22 $2.57BFY23 $2.76BFY24 $2.82BFY25 $2.90B

Total Debt

+0.2% YoY

$393.3MFY 2025

FY22 $390.4MFY23 $392.8MFY24 $392.5MFY25 $393.3M

Op. Cash Flow

-4.6% YoY

$878.6MFY 2025

FY22 $1.30BFY23 $855.8MFY24 $920.9MFY25 $878.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.31B -0.3%	$1.32B +7.2%	$1.23B -27.6%	$1.69B +57.1%	$1.08B +99.2%	$541.3M
Net Income	$325.3M -11.1%	$366.0M -5.7%	$388.3M -56.6%	$893.8M +114.2%	$417.3M +134.5%	$-1.21B
Operating Income	$439.2M -14.2%	$512.0M -4.2%	$534.5M -50.2%	$1.07B +78.2%	$602.6M +131.3%	$-1.93B
Total Assets	$2.90B +2.9%	$2.82B +2.3%	$2.76B +7.1%	$2.57B +47.3%	$1.75B +20.2%	$1.45B
Total Debt	$393.3M +0.2%	$392.5M -0.1%	$392.8M +0.6%	$390.4M +0.6%	$388.1M -0.8%	$391.1M
Operating Cash Flow	$878.6M -4.6%	$920.9M +7.6%	$855.8M -34.0%	$1.30B +64.5%	$788.5M +154.2%	$310.1M

AI Insight: MGY Financial Trends

MGY showed modest revenue recovery in Q1 2026 but profitability and operating margins remain under pressure versus prior-year levels.

• Revenue rebounded to $359M in Q1 2026, highest since Q1 2025's $350M, but net income of $100M trails Q1 2025's $103M despite higher sales.

• Operating margin compressed to 35.7% in Q1 2026 from 38.9% in Q1 2025, reflecting persistent cost pressures despite flat debt at $393M.

• Operating cash flow declined to $198M in Q1 2026 from $224M in Q1 2025, down 11.6% year-over-year despite higher revenue.

⚠ Net income fell 33% from Q2 2024 ($96M) to Q1 2026 ($100M appears recovered but prior four quarters averaged $81M)—sustained pressure.

⚠ Operating income collapsed from $136M in Q1 2025 to $94M in Q4 2025 before partial recovery to $128M in Q1 2026; volatility concerning.

AI Insight: MGY Ratio Trends

Operating margin collapsed 9.3pp from Q2 2024 to Q3 2025, then partially recovered to 35.6% in Q1 2026 on seasonal strength.

• OpMargin fell from 39.9% (Q2 2024) to 29.6% (Q4 2025), a sustained 10pp deterioration across the cycle.

• Net profit margin compressed from 28.4% (Q2 2024) to 21.6% (Q4 2025), signaling persistent cost or pricing pressure.

• Q1 2026 shows recovery: OpMargin 35.6%, NPM 27.8%, ROA 13.6%—near pre-decline levels but above Q4 2025 trough.

⚠ ROIC 95.7% in Q4 2025 is outlier; missing data for other quarters limits trend visibility on capital efficiency.

⚠ ROA declined from 14.3% (Q1 2025) to 9.5% (Q4 2025)—verify if margin pressure or asset base inflation drove decline.

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Available Research

13F Pro tracks comprehensive data for Magnolia Oil & Gas Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MGY

BlackRock, Inc.
$931.0M29,491,149 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$409.9M12,983,395 sh
AMERICAN CENTURY COMPANIES INC
$331.8M10,509,240 sh
STATE STREET CORP
$299.8M9,496,275 sh
VANGUARD CAPITAL MANAGEMENT LLC
$226.9M7,188,424 sh
DIMENSIONAL FUND ADVISORS LP
$221.9M7,028,781 sh
JANUS HENDERSON GROUP PLC
$198.2M6,279,636 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$197.7M6,263,808 sh
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
$157.0M4,972,261 sh
TD ASSET MANAGEMENT INC
$156.0M4,941,979 sh

Fund	Value	Shares
BlackRock, Inc.	$931.0M	29,491,149
VANGUARD PORTFOLIO MANAGEMENT LLC	$409.9M	12,983,395
AMERICAN CENTURY COMPANIES INC	$331.8M	10,509,240
STATE STREET CORP	$299.8M	9,496,275
VANGUARD CAPITAL MANAGEMENT LLC	$226.9M	7,188,424
DIMENSIONAL FUND ADVISORS LP	$221.9M	7,028,781
JANUS HENDERSON GROUP PLC	$198.2M	6,279,636
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$197.7M	6,263,808
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$157.0M	4,972,261
TD ASSET MANAGEMENT INC	$156.0M	4,941,979

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Is MGY a good stock to buy?

13F Pro's AI-powered analysis of Magnolia Oil & Gas Corp (MGY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MGY are available on the MGY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own MGY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MGY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Magnolia Oil & Gas Corp's investment landscape.