EOG: In-Person Investor Meetings—June 24, 2026

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EOG: In-Person Investor Meetings—June 24, 2026

Equity Research

Company Update — June 21, 2026

Exploration & Production

EOG Resources, Inc.

In-Person Investor Meetings—June 24, 2026 Overweight

Price Target: $196.00

Our Call Ticker EOG

Upside/(Downside) to Target 50.8%

Next week (June 24, 2026), we have the opportunity to host in-person investor meetings

in Philadelphia with EOG Resources corporate officers—VP of Investor Relations, Mr. Price (06/18/2026) $129.98

Pearce Hammond and Manager of Investor Relations, Mr. Cameron Hughes. 52 Week Range $101.59 - 151.87

Market Cap (MM) $69,539

We expect investor discussions to focus on EOG's differentiated ability to generate long- Enterprise Value (MM) $74,524

term value through disciplined capital allocation, exploration-driven inventory expansion, Average Daily Value (MM) $546

and operational execution. Recent activity shifts from Dorado toward higher-return oil Dividend Yield 3.1%

opportunities in the Delaware Basin and Utica highlight EOG’s portfolio flexibility, while

growing international exposure in Bahrain/UAE/Trinidad provides potential long-term $ (Dec) Q1 Q2 Q3 Q4 FY

inventory expansion opportunities beyond the Lower-48. EPS

2026E 3.41 A 4.98 E 4.46 E 4.06 E 16.92 E

Key Topics for Discussion: 2027E 4.06 E 3.85 E 3.99 E 4.46 E 16.36 E

Source: Company Data, Wells Fargo Securities estimates, and Factset.

Implications of the Strait of Hormuz Reopening. The reopening has pushed oil back NA = Not Available, NC = No Change, NE = No Estimate

to the mid-$70s after briefly exceeding $100/bbl. EOG recently modestly reallocated Hanwen Chang, CFA

capital from Dorado toward oil-directed opportunities while maintaining a flat capital Equity Analyst | Wells Fargo Securities, LLC

budget.