Q2 Earnings Forecast for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Stock analysts at Zacks Research increased their Q2 2027 earnings per share (EPS) estimates for shares of Murphy USA in a research report issued on Tuesday, September 29th. Zacks Research analyst Team now expects that the specialty retailer will earn $8.84 per share for the quarter, up from their prior forecast of $8.73. 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.

A number of other equities analysts also recently commented on MUSA. Wells Fargo & Company raised their price objective on Murphy USA from $520.00 to $570.00 and gave the stock an “equal weight” rating in a report on Monday, July 20th. JPMorgan Chase & Co. decreased 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. The Goldman Sachs Group raised shares of Murphy USA from a “sell” rating to a “neutral” rating and increased their target price for the stock from $380.00 to $550.00 in a research report on Monday, July 6th. Royal Bank Of Canada restated a “sector perform” rating and issued a $619.00 price target on shares of Murphy USA in a report on Wednesday, July 29th. Finally, Weiss Ratings raised shares of Murphy USA from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, September 22nd. Six investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $606.89.

Murphy USA Price Performance

MUSA stock opened at $510.61 on Thursday. The company has a market cap of $9.43 billion, a PE ratio of 15.55, a price-to-earnings-growth ratio of 1.44 and a beta of 0.29. The company has a current ratio of 0.92, a quick ratio of 0.54 and a debt-to-equity ratio of 2.77. The stock has a 50-day moving average price of $543.87 and a two-hundred day moving average price of $543.01. Murphy USA has a 12-month low of $349.83 and a 12-month high of $636.04.

Murphy USA (NYSE:MUSA) last issued 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 business had revenue of $6.81 billion for the quarter, compared to analyst estimates of $6.03 billion. During the same period last year, the company posted $7.36 EPS. The business’s quarterly revenue was up 36.0% on a year-over-year basis.

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%.

Insider Activity at Murphy USA

In related news, SVP Eric Bartko sold 100 shares of the business’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 transaction of $52,360.00. Following the transaction, the senior vice president directly owned 252 shares of the company’s stock, valued at approximately $131,947.20. The trade was a 28.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Rosemary Turner sold 966 shares of the company’s stock in a transaction that occurred 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 transaction, the director owned 449 shares of the company’s stock, valued at approximately $256,774.12. This represents a 68.27% 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

A number of large investors have recently added to or reduced their stakes in MUSA. WINTON GROUP Ltd bought a new stake in shares of Murphy USA in the 4th quarter valued at approximately $6,874,000. Recurrent Investment Advisors LLC raised its position in shares of Murphy USA by 23.2% during the 1st quarter. Recurrent Investment Advisors LLC now owns 146,119 shares of the specialty retailer’s stock valued at $71,986,000 after acquiring an additional 27,513 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Murphy USA during the second quarter worth $1,724,000. Hsbc Holdings PLC bought a new position in Murphy USA during the second quarter worth $3,771,000. Finally, Landscape Capital Management L.L.C. acquired a new position in Murphy USA in the fourth quarter worth $6,946,000. 80.81% of the stock is owned by institutional investors and hedge funds.

Key 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.