Collect 5%+ Yield While Oil Prices Spike – 6/12

With Iran Talks Breaking Down, These Oversold Oil Stocks Could Surge

Oil prices are turning sharply higher — and the geopolitical fuse may have just been lit.

President Trump says he’s losing confidence in a nuclear deal with Iran. And if talks fail completely, we could be looking at the potential for direct U.S. military action — something investors cannot ignore.

As reported by the Times of Israel, U.S. Gen. Michael Kurilla recently confirmed that strike plans have already been presented to the White House. Iran, for its part, is threatening retaliation against American bases in the region if war breaks out.

This is a high-risk geopolitical moment — and Wall Street is beginning to price that in.

Oil has already jumped to $66 and may be heading to $75 or higher in short order. That means now is the time to position yourself in oversold oil stocks with income and upside — names that could benefit whether war breaks out or not.

Keep reading for two to consider now…

Company: EOG Resources (SYM: EOG)
A High-Quality Name with Fresh Catalysts

After dipping to ~$118, EOG Resources is showing strong signs of reversal — and the setup looks increasingly attractive as tensions mount in the Middle East.

We believe the stock can retest $130 in the near term, and possibly go much higher. In fact:

• UBS just raised its price target to $140 (from $135) and maintained a Buy rating.

• Raymond James upgraded EOG to a Strong Buy with a price target of $158, citing the company’s recent strategic acquisition.

📈 Big Catalyst: $5.6 Billion Acquisition

EOG just announced a $5.6 billion acquisition of Encino Energy, which will immediately strengthen its footprint in the Utica shale region — a key driver of natural gas and liquids growth.

Analysts believe this deal will:

• Enhance long-term production visibility

• Improve operational efficiencies

• And create stronger regional synergies

In short: This acquisition isn’t just a play on scale — it’s a play on cash flow and resilience, which is critical in volatile markets.

💸 Dividend Yield: 3.31%

EOG pays a solid dividend:

• $0.975 per share payable on July 31 (record date: July 17)

• $1.02 per share coming up on October 31 (record date: October 17)

That means you can collect income while waiting for the next leg up in oil — and in EOG’s share price.

Company: APA Corp. (SYM: APA)
Heavily Undervalued with a 5.2% Yield

If you’re looking for a deeper value oil stock, APA Corp. may be one of the most compelling setups right now.

The stock has started to recover from its lows after insider buying and strong earnings guidance — and still yields over 5.2% while you wait.

🧠 Smart Money Is Buying

APA Director Chansoo Joung just bought 75,000 shares at $18.25 per share — a $1.37 million bet on the company’s upside.

This kind of insider purchase is often a powerful vote of confidence. Executives don’t invest seven figures unless they see serious upside ahead.

💰 Dividend & Cost Cuts

APA recently declared a 25-cent quarterly dividend, payable on August 22 (record date: July 22).

That gives APA investors a 5.2% annual yield — well above market averages.

In addition:

• APA is on track to achieve $225 million in annualized cost savings by year-end.

• The company has reduced 2025 capital expenditures to stay lean in a volatile oil market.

These strategic moves position APA to improve margins, reduce debt, and return more capital to shareholders.

📊 Bullish Analyst Upgrades

• Raymond James raised its price target to $25 and upgraded the stock to Outperform.

• The call followed strong production numbers and a surprise EPS beat.

That makes APA one of the most under-the-radar comeback plays in the oil space — with a significant dividend kicker.