Equities Analysts Issue Forecasts for Murphy USA Q1 Earnings

Murphy USA Inc. (NYSE:MUSA) – Stock analysts at Zacks Research cut their Q1 2026 EPS estimates for Murphy USA in a report released on Tuesday, March 31st. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings per share of $2.86 for the quarter, down from their previous estimate of $2.87. The consensus estimate for Murphy USA’s current full-year earnings is $26.45 per share. Zacks Research also issued estimates for Murphy USA’s Q4 2026 earnings at $6.88 EPS and Q1 2028 earnings at $6.11 EPS.

Murphy USA (NYSE:MUSA) last released its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $7.53 EPS for the quarter, beating the consensus estimate of $6.67 by $0.86. Murphy USA had a net margin of 2.43% and a return on equity of 75.75%. The business had revenue of $4.74 billion during the quarter, compared to analyst estimates of $4.88 billion. During the same quarter last year, the business earned $6.96 earnings per share. Murphy USA’s quarterly revenue was up .7% compared to the same quarter last year.

Several other equities research analysts have also recently weighed in on the stock. Wells Fargo & Company lowered their price target on shares of Murphy USA from $410.00 to $400.00 and set an “equal weight” rating for the company in a research report on Friday, February 6th. Royal Bank Of Canada cut their price target on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating on the stock in a report on Thursday, February 5th. JPMorgan Chase & Co. initiated coverage on Murphy USA in a research note on Thursday, March 26th. They set an “overweight” rating and a $539.00 price objective for the company. Wall Street Zen raised Murphy USA from a “hold” rating to a “buy” rating in a report on Saturday, March 28th. Finally, Stephens cut their price objective on shares of Murphy USA from $475.00 to $450.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Three analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $447.33.

Murphy USA Trading Up 0.2%

MUSA opened at $495.11 on Thursday. The stock has a 50-day moving average of $428.27 and a 200 day moving average of $404.81. The company has a current ratio of 0.80, a quick ratio of 0.36 and a debt-to-equity ratio of 3.47. Murphy USA has a 12 month low of $345.23 and a 12 month high of $523.09. The firm has a market cap of $9.16 billion, a P/E ratio of 20.39, a P/E/G ratio of 3.34 and a beta of 0.22.

Murphy USA Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Monday, February 23rd were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, February 23rd. Murphy USA’s dividend payout ratio (DPR) is 10.38%.

Insider Buying and Selling at Murphy USA

In other Murphy USA news, SVP Eric J. Bartko sold 345 shares of Murphy USA stock in a transaction on Friday, February 13th. The shares were sold at an average price of $404.84, for a total value of $139,669.80. Following the transaction, the senior vice president directly owned 352 shares in the company, valued at approximately $142,503.68. The trade was a 49.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Renee M. Bacon sold 2,844 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $388.61, for a total transaction of $1,105,206.84. Following the completion of the sale, the senior vice president owned 3,083 shares of the company’s stock, valued at $1,198,084.63. This trade represents a 47.98% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 14,970 shares of company stock worth $6,212,365. 9.04% of the stock is owned by insiders.

Institutional Investors Weigh In On Murphy USA

Hedge funds and other institutional investors have recently modified their holdings of the stock. NewEdge Advisors LLC raised its holdings in Murphy USA by 10.2% during the first quarter. NewEdge Advisors LLC now owns 1,685 shares of the specialty retailer’s stock worth $792,000 after purchasing an additional 156 shares during the last quarter. Prudential Financial Inc. boosted its holdings in shares of Murphy USA by 29.2% in the 2nd quarter. Prudential Financial Inc. now owns 1,590 shares of the specialty retailer’s stock valued at $647,000 after purchasing an additional 359 shares during the last quarter. Norges Bank acquired a new position in shares of Murphy USA in the 2nd quarter valued at $93,967,000. Claret Asset Management Corp purchased a new stake in shares of Murphy USA during the 2nd quarter valued at $232,000. Finally, Fisher Asset Management LLC increased its holdings in shares of Murphy USA by 7.7% during the 2nd quarter. Fisher Asset Management LLC now owns 599 shares of the specialty retailer’s stock worth $244,000 after buying an additional 43 shares during the last quarter. 80.81% of the stock is currently owned by institutional investors and hedge funds.

Murphy USA Company Profile

Murphy USA is a leading downstream marketer of gasoline, diesel and convenience store products in the United States. Headquartered in El Dorado, Arkansas, the company was originally established as part of Murphy Oil Corporation and was spun off as an independent public entity in 2013. Since its separation, Murphy USA has focused on retail fueling services and convenience offerings designed to deliver value and convenience to consumers.

The company’s primary operations center on two retail formats.