Q3 Earnings Estimate for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Research analysts at Zacks Research cut their Q3 2028 earnings per share estimates for Murphy USA in a research note issued on Tuesday, September 29th. Zacks Research analyst Team now anticipates that the specialty retailer will earn $8.13 per share for the quarter, down from their prior estimate of $8.14. 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.

Several other research analysts also recently issued reports on MUSA. The Goldman Sachs Group upgraded shares of Murphy USA from a “sell” rating to a “neutral” rating and upped their target price for the stock from $380.00 to $550.00 in a research note on Monday, July 6th. Bank of America raised their price target on shares of Murphy USA from $600.00 to $625.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. Capital One Financial started coverage on shares of Murphy USA in a report on Monday, June 22nd. They issued an “overweight” rating and a $710.00 price objective for the company. Wall Street Zen upgraded Murphy USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 27th. Finally, JPMorgan Chase & Co. reduced their target price on Murphy USA from $655.00 to $633.00 and set an “overweight” rating for the company in a report on Friday, August 7th. Six equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Murphy USA has an average rating of “Moderate Buy” and an average target price of $606.89.

Murphy USA Stock Up 1.3%

NYSE:MUSA opened at $510.61 on Friday. The company has a debt-to-equity ratio of 2.77, a quick ratio of 0.54 and a current ratio of 0.92. The firm has a market cap of $9.43 billion, a P/E ratio of 15.55, a P/E/G ratio of 1.44 and a beta of 0.29. Murphy USA has a fifty-two week low of $349.83 and a fifty-two week high of $636.04. The firm has a 50-day simple moving average of $543.87 and a two-hundred day simple moving average of $543.01.

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

Murphy USA Increases Dividend

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

Insider Buying and Selling at Murphy USA

In related news, Director Rosemary Turner sold 966 shares of Murphy USA stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $571.88, for a total value of $552,436.08. Following the completion of the sale, the director owned 449 shares of the company’s stock, valued at $256,774.12. The trade was a 68.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Eric Bartko sold 100 shares of the company’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $523.60, for a total value of $52,360.00. Following the sale, the senior vice president owned 252 shares of the company’s stock, valued at approximately $131,947.20. This trade represents a 28.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 9.02% of the company’s stock.

Institutional Investors Weigh In On Murphy USA

Several hedge funds and other institutional investors have recently modified their holdings of the stock. GAMMA Investing LLC lifted its stake in Murphy USA by 1.2% in the 2nd quarter. GAMMA Investing LLC now owns 1,625 shares of the specialty retailer’s stock worth $876,000 after purchasing an additional 19 shares in the last quarter. Kenora Financial LLC grew its position in shares of Murphy USA by 3.3% in the first quarter. Kenora Financial LLC now owns 654 shares of the specialty retailer’s stock valued at $323,000 after purchasing an additional 21 shares in the last quarter. Fifth Third Wealth Advisors LLC increased its holdings in shares of Murphy USA by 3.0% in the first quarter. Fifth Third Wealth Advisors LLC now owns 864 shares of the specialty retailer’s stock valued at $427,000 after purchasing an additional 25 shares during the last quarter. HB Wealth Management LLC increased its holdings in shares of Murphy USA by 3.2% in the second quarter. HB Wealth Management LLC now owns 802 shares of the specialty retailer’s stock valued at $433,000 after purchasing an additional 25 shares during the last quarter. Finally, Beacon Investment Advisors LLC increased its holdings in shares of Murphy USA by 1.5% in the fourth quarter. Beacon Investment Advisors LLC now owns 2,240 shares of the specialty retailer’s stock valued at $904,000 after purchasing an additional 33 shares during the last quarter. 80.81% of the stock is currently owned by hedge funds and other institutional investors.

More Murphy USA News

Here are the key news stories impacting Murphy USA this week:

• Positive Sentiment: Zacks raised its earnings-per-share forecasts across several periods, including Q3 2026 to $8.28 from $8.27, Q1 2027 to $4.04 from $4.00, Q2 2027 to $8.84 from $8.73, FY2027 to $28.98 from $28.82, Q1 2028 to $6.07 from $6.05, Q2 2028 to $8.42 from $8.31, and FY2028 to $29.79 from $29.68. The broad-based upward revisions suggest slightly better expected profitability for the convenience-store retailer. Murphy USA Stock Earnings Estimates Raised by Zacks Research
• Neutral Sentiment: Despite the higher forecasts, Zacks maintained a Hold rating on Murphy USA. The increases were relatively small, indicating an incremental improvement rather than a major change in the company’s earnings outlook.
• Neutral Sentiment: Zacks’ estimates include FY2027 EPS of $28.98 and FY2028 EPS of $29.79, while the consensus estimate for Murphy USA’s current fiscal year remains $34.70 per share. Investors may view the revisions favorably, but the unchanged rating limits the strength of the catalyst.

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.