Research Analysts Issue Forecasts for Murphy USA Q2 Earnings

Murphy USA Inc. (NYSE:MUSA) – Equities researchers at Zacks Research increased their Q2 2026 earnings per share (EPS) estimates for shares of Murphy USA in a research note issued to investors on Tuesday, May 19th. Zacks Research analyst Team now anticipates that the specialty retailer will earn $8.13 per share for the quarter, up from their prior forecast of $7.44. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $31.80 per share. Zacks Research also issued estimates for Murphy USA’s FY2026 earnings at $30.19 EPS, Q1 2027 earnings at $4.26 EPS, Q2 2027 earnings at $9.69 EPS, Q3 2027 earnings at $7.54 EPS and Q4 2027 earnings at $7.30 EPS.

Murphy USA (NYSE:MUSA) last posted its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share for the quarter, beating analysts’ consensus estimates of $5.37 by $1.91. The company had revenue of $4.82 billion for the quarter, compared to the consensus estimate of $4.70 billion. Murphy USA had a return on equity of 91.05% and a net margin of 2.81%.The firm’s quarterly revenue was up 6.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.63 EPS.

Other analysts have also recently issued research reports about the stock. Wells Fargo & Company upped their price objective on shares of Murphy USA from $450.00 to $520.00 and gave the company an “equal weight” rating in a research report on Friday, May 1st. JPMorgan Chase & Co. started coverage on shares of Murphy USA in a research report on Thursday, March 26th. They issued an “overweight” rating and a $539.00 price objective for the company. Royal Bank Of Canada upped their price objective on shares of Murphy USA from $510.00 to $517.00 and gave the company a “sector perform” rating in a research report on Thursday, April 30th. Bank of America upgraded shares of Murphy USA from an “underperform” rating to a “neutral” rating and upped their price objective for the company from $350.00 to $550.00 in a research report on Thursday, April 23rd. Finally, Stephens lowered their price objective on shares of Murphy USA from $475.00 to $450.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, Murphy USA currently has an average rating of “Moderate Buy” and a consensus target price of $503.71.

Murphy USA Stock Performance

MUSA stock opened at $556.12 on Thursday. The business’s fifty day moving average is $513.64 and its 200-day moving average is $440.05. The company has a quick ratio of 0.48, a current ratio of 0.83 and a debt-to-equity ratio of 3.24. The company has a market cap of $10.27 billion, a P/E ratio of 19.22, a price-to-earnings-growth ratio of 1.90 and a beta of 0.36. Murphy USA has a twelve month low of $345.23 and a twelve month high of $609.82.

Hedge Funds Weigh In On Murphy USA

Large investors have recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB increased its holdings in Murphy USA by 82.4% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock worth $25,000 after purchasing an additional 28 shares in the last quarter. Huntington National Bank increased its holdings in Murphy USA by 106.7% during the 4th quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock worth $25,000 after purchasing an additional 32 shares in the last quarter. Ameriflex Group Inc. bought a new position in Murphy USA during the 3rd quarter worth about $26,000. EverSource Wealth Advisors LLC increased its holdings in Murphy USA by 423.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 55 shares in the last quarter. Finally, AlphaQuest LLC increased its holdings in Murphy USA by 317.6% during the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 54 shares in the last quarter. Institutional investors own 80.81% of the company’s stock.

Insiders Place Their Bets

In other Murphy USA news, SVP Renee M. Bacon sold 2,844 shares of the stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $388.61, for a total transaction of $1,105,206.84. Following the completion of the transaction, the senior vice president owned 3,083 shares in the company, valued at approximately $1,198,084.63. This represents a 47.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Scott G. Woodward sold 158 shares of the stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $600.50, for a total value of $94,879.00. Following the transaction, the senior vice president owned 476 shares of the company’s stock, valued at approximately $285,838. This trade represents a 24.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 47,210 shares of company stock worth $27,129,150 over the last 90 days. 9.02% of the stock is currently owned by corporate insiders.

Murphy USA Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Monday, May 18th will be given a $0.64 dividend. The ex-dividend date is Monday, May 18th. This represents a $2.56 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from Murphy USA’s previous quarterly dividend of $0.63. Murphy USA’s dividend payout ratio is currently 8.85%.

About Murphy USA

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.