Q2 Earnings Forecast for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Research analysts at Zacks Research lifted their Q2 2026 EPS estimates for shares of Murphy USA in a research note issued on Thursday, July 9th. Zacks Research analyst Team now expects that the specialty retailer will post earnings of $8.31 per share for the quarter, up from their prior estimate of $8.29. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $32.30 per share. Zacks Research also issued estimates for Murphy USA’s Q3 2026 earnings at $7.33 EPS, Q1 2027 earnings at $3.63 EPS, Q4 2027 earnings at $6.94 EPS and FY2027 earnings at $27.38 EPS.

A number of other research firms have also recently commented on MUSA. Wall Street Zen raised shares of Murphy USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 27th. The Goldman Sachs Group raised shares of Murphy USA from a “sell” rating to a “neutral” rating and raised their price objective for the stock from $380.00 to $550.00 in a research note on Monday. KeyCorp boosted their target price on Murphy USA from $600.00 to $680.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Royal Bank Of Canada raised their price target on Murphy USA from $510.00 to $517.00 and gave the stock a “sector perform” rating in a research note on Thursday, April 30th. Finally, Wells Fargo & Company boosted their price objective on Murphy USA from $450.00 to $520.00 and gave the company an “equal weight” rating in a report on Friday, May 1st. Six investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, Murphy USA currently has an average rating of “Moderate Buy” and a consensus price target of $571.22.

Murphy USA Trading Down 3.6%

Shares of NYSE MUSA opened at $584.75 on Friday. Murphy USA has a 1-year low of $345.23 and a 1-year high of $636.04. The company has a debt-to-equity ratio of 3.24, a current ratio of 0.83 and a quick ratio of 0.48. The business’s 50 day moving average is $558.79 and its two-hundred day moving average is $483.91. The stock has a market capitalization of $10.80 billion, a P/E ratio of 20.21, a PEG ratio of 1.99 and a beta of 0.30.

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

Murphy USA Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Monday, May 18th were paid a $0.64 dividend. This represents a $2.56 dividend on an annualized basis and a yield of 0.4%. This is a boost from Murphy USA’s previous quarterly dividend of $0.63. The ex-dividend date was Monday, May 18th. Murphy USA’s dividend payout ratio (DPR) is 8.85%.

Insider Buying and Selling

In related news, SVP Keith A. Emery sold 517 shares of Murphy USA stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $574.49, for a total value of $297,011.33. Following the completion of the sale, the senior vice president directly owned 500 shares in the company, valued at $287,245. This trade represents a 50.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Renee M. Bacon sold 1,050 shares of the business’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $529.44, for a total transaction of $555,912.00. Following the sale, the senior vice president directly owned 3,083 shares in the company, valued at $1,632,263.52. This trade represents a 25.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 46,225 shares of company stock valued at $27,363,392 in the last 90 days. 9.02% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. MassMutual Private Wealth & Trust FSB raised its holdings in shares of 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 acquiring an additional 28 shares during the period. Huntington National Bank boosted 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 valued at $25,000 after acquiring an additional 32 shares during the period. Ameriflex Group Inc. acquired a new position in shares of Murphy USA in the third quarter worth $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 during the period. Finally, V Square Quantitative Management LLC purchased a new position in Murphy USA in the fourth quarter worth approximately $29,000. Hedge funds and other institutional investors own 80.81% of the company’s stock.

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.