US · Energy · Oil & Gas E&P
EPS came in at 3.27 against a street estimate of 3.06 — a beat of 6.9%.
Analysts rate ConocoPhillips a buy (19 buy, 10 hold, 1 sell out of 30) with an average price target of $151.56.
CONFIDENT COP delivered Q2 beats on production (2.248M boe/d) and free cash flow ($4.2B). CEO transition announced; $7B FCF inflection by 2029 remains on track. Iraq/Syria deals and LNG expansion add upside to portfolio. Q2 2026 Lower 48 (esp. Permian) driving production records. Qatar recovery underway despite conflict headwinds. Middle East entry deliberate, lower-cost conventional diversification. LNG scaling to 10–15 MTPA target. Analysts pressed on CapEx trajectory post-Willow, Iraq deal impact on inflection plan, and dividend sustainability as FCF doubles. Management affirmed peak Willow capex is behind, Iraq self-funds, and payout ratio (45%) protected by lower reinvestment rate and ongoing buybacks. Emphasis: inflection is 'baked in' operationally, not dependent on commodity upside. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.82% |
| Vanguard Capital Management, LLC | 6.63% |
| State Street Corp | 5.48% |
| T. Rowe Price Associates, Inc. | 3.73% |
| Charles Schwab Investment Management Inc | 3.45% |
| JPMorgan Chase & Co | 3.17% |
| Capital Research & Mgmt Co - Division 3 | 2.41% |
| FMR Inc | 2.39% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net income was $4,001 million, or $3.34 diluted earnings per share, compared with $1,726 million, or $1.38 per | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income was $4,001 million, up from $1,726 million in third-quarter 2025. • Third-quarter diluted earnings | 2026-11-05 |
| Board / officer change · Q3 2026 CONOCOPHILLIPS FORM 8-K SUMMARY HEADLINE NUMBERS • CEO Transition Date: September 1, 2026 • New CEO Base Salary: $1.7 million (Andrew M. O'Brien) • | 2026-08-11 |
| Quarterly report · Q2 2026 CONOCOPHILLIPS FORM 10-Q SUMMARY – Q2 2026 HEADLINE NUMBERS • Net income for Q2 2026: $3.931 billion (vs $1.971 billion in Q2 2025) • Net income for | 2026-08-06 |
| Results announced · Q3 2026 CONOCOPHILLIPS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • YTD 2026 Net Income: $6,114 million (Q2 alone: $3,931 million vs Q2 2025: $1,971 million | 2026-08-06 |
| Board / officer change · Q2 2026 CONOCOPHILLIPS COMPANY SUMMARY HEADLINE NUMBERS • Report Date: June 23, 2026 • Company: ConocoPhillips (ticker: COP) • Headquarters: 925 N. Eldridge | 2026-06-23 |
| Shareholder vote results · Q2 2026 CONOCOPHILLIPS FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholders meeting held May 12, 2026 • Total shares outstanding and entitled to vote: 1, | 2026-05-14 |
| Quarterly report · Q1 2026 CONOCOPHILLIPS Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income: $2,183 million for Q1 2026, down from $2,849 million in Q1 2025 (23% decline) • E | 2026-04-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.84 / share ex-date Aug 17, 2026 · pay Sep 1, 2026 | 2026-08-17 |
| Dividend | $0.84 / share ex-date May 11, 2026 · pay Jun 1, 2026 | 2026-05-11 |
| Dividend | $0.84 / share ex-date Feb 18, 2026 · pay Mar 2, 2026 | 2026-02-18 |
| Dividend | $0.84 / share ex-date Nov 17, 2025 · pay Dec 1, 2025 | 2025-11-17 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for ConocoPhillips — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.