Zacks Research Forecasts Increased Earnings for Murphy USA

Murphy USA Inc. (NYSE:MUSA) – Equities research analysts at Zacks Research boosted their Q4 2026 earnings per share (EPS) estimates for Murphy USA in a research note issued to investors on Wednesday, August 26th. Zacks Research analyst Team now anticipates that the specialty retailer will earn $7.65 per share for the quarter, up from their previous forecast of $7.24. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $33.84 per share. Zacks Research also issued estimates for Murphy USA’s Q4 2027 earnings at $6.59 EPS and FY2028 earnings at $29.59 EPS.

MUSA has been the topic of several other reports. Wells Fargo & Company lifted their target price on Murphy USA from $520.00 to $570.00 and gave the stock an “equal weight” rating in a report on Monday, July 20th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $619.00 price target on shares of Murphy USA in a research note on Wednesday, July 29th. Jefferies Financial Group raised Murphy USA from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $550.00 to $625.00 in a research note on Wednesday, July 1st. Capital One Financial initiated coverage on Murphy USA in a report on Monday, June 22nd. They issued an “overweight” rating and a $710.00 target price on the stock. Finally, Bank of America upped their target price on Murphy USA from $600.00 to $625.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Six analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, Murphy USA currently has an average rating of “Moderate Buy” and an average target price of $606.89.

Murphy USA Stock Performance

NYSE MUSA opened at $532.05 on Thursday. The company has a market capitalization of $9.83 billion, a price-to-earnings ratio of 16.20, a PEG ratio of 1.60 and a beta of 0.28. The company has a quick ratio of 0.54, a current ratio of 0.92 and a debt-to-equity ratio of 2.77. Murphy USA has a twelve month low of $349.83 and a twelve month high of $636.04. The stock has a fifty day simple moving average of $574.77 and a 200 day simple moving average of $522.50.

Murphy USA (NYSE:MUSA) last issued its quarterly earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 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 analyst estimates of $6.03 billion. During the same quarter in the previous year, the business earned $7.36 earnings per share. Murphy USA’s revenue was up 36.0% compared to the same quarter last year.

Institutional Investors Weigh In On Murphy USA

A number of hedge funds have recently added to or reduced their stakes in MUSA. GAMMA Investing LLC grew its stake in shares of 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 buying an additional 19 shares in the last quarter. Kenora Financial LLC lifted its holdings in shares of Murphy USA by 3.3% in the 1st quarter. Kenora Financial LLC now owns 654 shares of the specialty retailer’s stock valued at $323,000 after acquiring an additional 21 shares during the last quarter. Enhancing Capital LLC lifted its holdings in shares of Murphy USA by 2.1% in the 4th quarter. Enhancing Capital LLC now owns 1,132 shares of the specialty retailer’s stock valued at $457,000 after acquiring an additional 23 shares during the last quarter. Fifth Third Wealth Advisors LLC grew its position in Murphy USA by 3.0% in the first quarter. Fifth Third Wealth Advisors LLC now owns 864 shares of the specialty retailer’s stock worth $427,000 after acquiring an additional 25 shares in the last quarter. Finally, HB Wealth Management LLC grew its position in Murphy USA by 3.2% in the second quarter. HB Wealth Management LLC now owns 802 shares of the specialty retailer’s stock worth $433,000 after acquiring an additional 25 shares in the last quarter. 80.81% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Murphy USA news, Director Diane N. Landen sold 3,000 shares of the stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $547.25, for a total transaction of $1,641,750.00. Following the completion of the sale, the director directly owned 53,841 shares in the company, valued at approximately $29,464,487.25. This trade represents a 5.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Rosemary Turner sold 966 shares of the stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $571.88, for a total value of $552,436.08. Following the sale, the director owned 449 shares of the company’s stock, valued at approximately $256,774.12. The trade was a 68.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 9.02% of the company’s stock.

Murphy USA Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Monday, August 24th will be given a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 0.5%. This is an increase from Murphy USA’s previous quarterly dividend of $0.64. The ex-dividend date of this dividend is Monday, August 24th. Murphy USA’s payout ratio is currently 7.92%.

Murphy USA Company Profile

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.