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ConocoPhillips Stock Price, News & Analysis

COP NYSE

ConocoPhillips reports recurring developments for a global independent exploration and production company focused on oil and natural gas. News commonly covers quarterly operating and financial results, production from the total company and Lower 48 assets, cash from operations, capital guidance, ordinary dividends, and share repurchases.

Company updates also describe portfolio activity across oil, gas, and LNG, including commercial LNG offtake strategy and international operating interests. Earnings-call notices, annual guidance, and return-of-capital plans are recurring themes in COP news.

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ConocoPhillips (NYSE: COP) reported Q1 2026 earnings of $2.2 billion or $1.78 per share and adjusted EPS of $1.89. Cash provided by operating activities was $4.3 billion and cash from operations $5.4 billion. The company declared a Q2 ordinary dividend of $0.84 per share and updated 2026 production and capital guidance.

Q1 production was 2,309 MBOED (Lower 48: 1,453 MBOED); capital spending is expected at $12–$12.5 billion for 2026.

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ConocoPhillips (NYSE: COP) will host a first-quarter 2026 earnings conference call and webcast on Thursday, April 30, 2026 at 12:00 p.m. ET. The company's first-quarter financial and operating results will be released before the market opens on April 30.

Investors should register via ConocoPhillips' Investor Relations site at least 15 minutes before the webcast. The event will be archived for replay the same day, and a transcript will be available the following day.

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ConocoPhillips (NYSE: COP) reported Q4 2025 earnings of $1.4 billion, or $1.17 per share, and adjusted EPS of $1.02. Full‑year 2025 earnings were $8.0 billion, or $6.35 per share, with adjusted earnings of $7.7 billion. The company provided 2026 guidance of ~$12 billion in capital expenditures and $10.2 billion in adjusted operating costs, and declared a Q1 2026 ordinary dividend of $0.84 per share. ConocoPhillips generated CFO of $19.9 billion in 2025, returned 45% of CFO to shareholders, and ended the year with 7.6 BBOE proved reserves and an 80% RRR.

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ConocoPhillips (NYSE: COP) will host a webcast conference call on Thursday, Feb. 5, 2026 at 12:00 p.m. Eastern to discuss fourth-quarter 2025 financial and operating results and 2026 guidance.

The company will release its fourth-quarter results before the market opens on Feb. 5. To join the live webcast, register via the investor site at www.conocophillips.com/investor and click the "Register" link in the Investor Presentations section; registrants are asked to register at least 15 minutes prior to the start. The event will be archived and replayable later that day, and a transcript will be available the following day.

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ConocoPhillips (NYSE: COP) reported third-quarter 2025 results with GAAP EPS of $1.38 and adjusted EPS of $1.61, cash from operations of $5.4 billion and operating cash flow of $5.9 billion. The company raised the quarterly ordinary dividend by 8% to $0.84 payable Dec. 1, 2025, and raised full-year 2025 production guidance to 2.375 MMBOED while lowering 2025 adjusted operating cost guidance to $10.6 billion.

Preliminary 2026 guidance includes $12 billion of capital expenditures, $10.2 billion of adjusted operating costs and 0–2% underlying production growth. Additional highlights: Willow project capex updated to $8.5–9.0 billion, LNG project capital lowered to $3.4 billion, >$3.0 billion of 2025 dispositions and $2.2 billion distributed to shareholders YTD.

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ConocoPhillips (NYSE: COP) has scheduled its third-quarter 2025 earnings conference call and webcast for Thursday, November 6, 2025, at 12:00 p.m. Eastern time. The company will release its financial and operating results before the market opens on the same day.

Investors can access the webcast through ConocoPhillips' Investor Relations website and should register at least 15 minutes before the start. A replay and transcript will be available following the presentation.

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NextDecade (NASDAQ: NEXT) has completed the commercialization of Rio Grande LNG Train 5 by signing a 20-year LNG sale and purchase agreement (SPA) with ConocoPhillips (NYSE: COP). Under the agreement, ConocoPhillips will purchase 1.0 MTPA of LNG indexed to Henry Hub prices.

The company has now secured a total of 4.5 MTPA of LNG from Train 5 through 20-year SPAs, which is deemed sufficient for a positive Final Investment Decision (FID). NextDecade expects to achieve FID on Train 5 in Q4 2025, pending adequate financing, and plans to reach FID on Train 4 by September 15, 2025.

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ConocoPhillips (NYSE: COP) has signed a significant 20-year LNG sales and purchase agreement with NextDecade Corporation to offtake 1 million tonnes per annum of LNG from the Rio Grande LNG project in Texas. The agreement is contingent on NextDecade's final investment decision on Train 5.

The deal advances COP's global LNG portfolio strategy and its 10 to 15 MTPA offtake ambition. Additionally, the company's OCP CryoSep® technology will be utilized at the Rio Grande LNG facility for heavy hydrocarbon removal. This agreement follows COP's recent commitment to 9 MTPA of LNG offtake from Port Arthur LNG Phases 1 and 2.

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ConocoPhillips (NYSE: COP) has signed a significant 20-year LNG sales and purchase agreement with Sempra Infrastructure to purchase 4 million tonnes per annum (MTPA) of LNG from the Port Arthur LNG Phase 2 project in Texas. This agreement builds upon COP's existing partnership with Sempra, following a previous 5 MTPA agreement and 30% equity stake in Phase 1 signed in July 2022.

The free-on-board basis agreement strengthens ConocoPhillips' global LNG portfolio strategy and enhances its ability to deliver natural gas to key global markets. While the Phase 1 project is expected to start up in 2027, COP's participation in Phase 2 will be limited to offtake only, with the final investment decision still pending.

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Sempra (NYSE: SRE) has announced a significant expansion of its Port Arthur LNG project through a new partnership with ConocoPhillips (NYSE: COP). The companies have signed a 20-year sale and purchase agreement (SPA) for 4 million tonnes per annum (Mtpa) of LNG offtake from the Port Arthur LNG Phase 2 development project in Texas.

The Phase 2 development will add two new liquefaction trains, increasing the facility's total capacity from 13 Mtpa to approximately 26 Mtpa. The project has secured all major permits, including FERC approval and DOE export authorization. Sempra Infrastructure has also signed a separate 20-year SPA with JERA Co. Inc. for 1.5 Mtpa of LNG offtake. The company targets making a final investment decision on Phase 2 in 2025.

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FAQ

What is the current stock price of ConocoPhillips (COP)?

The current stock price of ConocoPhillips (COP) is $115.55 as of May 11, 2026.

What is the market cap of ConocoPhillips (COP)?

The market cap of ConocoPhillips (COP) is approximately 138.7B.