Murphy USA Stock Earnings Estimates Lifted by Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Equities researchers at Zacks Research raised their Q3 2026 earnings per share (EPS) estimates for Murphy USA in a research report issued to clients and investors on Tuesday, September 29th. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings of $8.28 per share for the quarter, up from their prior forecast of $8.27. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $34.70 per share. Zacks Research also issued estimates for Murphy USA’s Q1 2027 earnings at $4.04 EPS, FY2027 earnings at $28.98 EPS, Q1 2028 earnings at $6.07 EPS, Q2 2028 earnings at $8.42 EPS and FY2028 earnings at $29.79 EPS.

Several other research firms have also recently issued reports on MUSA. Bank of America raised their target price on shares of Murphy USA from $600.00 to $625.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. JPMorgan Chase & Co. decreased their price target on shares of Murphy USA from $655.00 to $633.00 and set an “overweight” rating on the stock in a report on Friday, August 7th. The Goldman Sachs Group raised shares of Murphy USA from a “sell” rating to a “neutral” rating and boosted their price objective for the company from $380.00 to $550.00 in a research note on Monday, July 6th. Weiss Ratings upgraded Murphy USA from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, September 22nd. Finally, KeyCorp increased their target price on Murphy USA from $600.00 to $680.00 and gave the stock an “overweight” rating in a research report on Friday, June 12th. Six investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $606.89.

Murphy USA Stock Down 2.4%

MUSA opened at $507.62 on Wednesday. Murphy USA has a 12 month low of $349.83 and a 12 month high of $636.04. The business has a 50-day moving average of $548.37 and a two-hundred day moving average of $542.27. The company has a debt-to-equity ratio of 2.77, a current ratio of 0.92 and a quick ratio of 0.54. The stock has a market capitalization of $9.38 billion, a price-to-earnings ratio of 15.46, a price-to-earnings-growth ratio of 1.49 and a beta of 0.25.

Murphy USA (NYSE:MUSA) last released its earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 earnings per share for the quarter, topping the consensus estimate of $9.95 by $1.32. Murphy USA had a return on equity of 96.01% and a net margin of 2.87%.The firm had revenue of $6.81 billion for the quarter, compared to the consensus estimate of $6.03 billion. During the same period in the prior year, the business posted $7.36 earnings per share. The firm’s revenue for the quarter was up 36.0% compared to the same quarter last year.

Hedge Funds Weigh In On Murphy USA

A number of institutional investors have recently added to or reduced their stakes in MUSA. Huntington National Bank grew its stake in Murphy USA by 106.7% during the 4th quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 32 shares in the last quarter. Root Financial Partners LLC lifted its holdings in Murphy USA by 82.5% during the 1st quarter. Root Financial Partners LLC now owns 73 shares of the specialty retailer’s stock worth $36,000 after buying an additional 33 shares during the last quarter. Keating Financial Advisory Services Inc. bought a new position in Murphy USA during the 2nd quarter worth approximately $37,000. SHP Wealth Management acquired a new position in shares of Murphy USA in the 4th quarter worth approximately $43,000. Finally, Sankala Group LLC acquired a new position in shares of Murphy USA in the 4th quarter worth approximately $46,000. Institutional investors and hedge funds own 80.81% of the company’s stock.

Insider Activity at Murphy USA

In other Murphy USA news, SVP Eric Bartko sold 100 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $523.60, for a total value of $52,360.00. Following the completion of the transaction, the senior vice president owned 252 shares in the company, valued at $131,947.20. This represents a 28.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Rosemary Turner sold 966 shares of the stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $571.88, for a total transaction of $552,436.08. Following the completion of the sale, the director directly owned 449 shares of the company’s stock, valued at $256,774.12. This trade represents a 68.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 9.02% of the company’s stock.

Murphy USA Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Monday, August 24th were issued a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, August 24th. This is an increase from Murphy USA’s previous quarterly dividend of $0.64. Murphy USA’s dividend payout ratio (DPR) is 7.92%.

Murphy USA Company Profile

Murphy USA Inc operates a nationwide network of retail gasoline stations and convenience stores in the United States. Its stores sell branded and unbranded motor fuel, tobacco products, nicotine products, beverages, snacks, packaged food, and other convenience items. Some locations also offer additional services such as lottery products and car washes.

The company operates stores under the Murphy USA and Murphy Express brands, primarily in proximity to Walmart stores and along major roads.