Q2 Earnings Forecast for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Zacks Research decreased their Q2 2026 earnings per share (EPS) estimates for shares of Murphy USA in a report released on Wednesday, February 25th. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings per share of $7.31 for the quarter, down from their previous forecast of $7.41. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $26.45 per share. Zacks Research also issued estimates for Murphy USA’s FY2026 earnings at $23.96 EPS and FY2028 earnings at $28.30 EPS.

Several other research analysts also recently commented on the stock. Wells Fargo & Company cut their price target on shares of Murphy USA from $410.00 to $400.00 and set an “equal weight” rating for the company in a report on Friday, February 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Murphy USA in a research report on Monday, December 29th. Royal Bank Of Canada dropped their price objective on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating for the company in a research note on Thursday, February 5th. KeyCorp set a $500.00 target price on Murphy USA in a research note on Thursday, February 5th. Finally, Bank of America initiated coverage on Murphy USA in a report on Friday, January 9th. They issued an “underperform” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Murphy USA currently has a consensus rating of “Hold” and a consensus target price of $457.50.

Murphy USA Price Performance

Shares of NYSE:MUSA opened at $383.98 on Thursday. The company has a 50 day moving average of $412.32 and a 200 day moving average of $392.76. The company has a current ratio of 0.80, a quick ratio of 0.36 and a debt-to-equity ratio of 3.47. The stock has a market cap of $7.12 billion, a P/E ratio of 15.81, a P/E/G ratio of 2.71 and a beta of 0.38. Murphy USA has a 12 month low of $345.23 and a 12 month high of $523.09.

Murphy USA (NYSE:MUSA) last announced its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share for the quarter, beating the consensus estimate of $6.67 by $0.86. Murphy USA had a return on equity of 75.75% and a net margin of 2.43%.The firm had revenue of $4.74 billion for the quarter, compared to analysts’ expectations of $4.88 billion. During the same period in the prior year, the business posted $6.96 earnings per share. The company’s revenue was up .7% on a year-over-year basis.

Murphy USA Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Monday, February 23rd will be given a dividend of $0.63 per share. The ex-dividend date is Monday, February 23rd. This represents a $2.52 dividend on an annualized basis and a yield of 0.7%. Murphy USA’s dividend payout ratio (DPR) is presently 10.38%.

Insider Transactions at Murphy USA

In related news, Director Jeanne Linder Phillips sold 1,155 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $395.19, for a total transaction of $456,444.45. Following the transaction, the director directly owned 1,543 shares of the company’s stock, valued at approximately $609,778.17. This trade represents a 42.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Eric J. Bartko sold 345 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $404.84, for a total value of $139,669.80. Following the completion of the sale, the senior vice president owned 352 shares of the company’s stock, valued at $142,503.68. The trade was a 49.50% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 13,934 shares of company stock worth $5,810,596. Company insiders own 9.04% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Envestnet Asset Management Inc. grew its holdings in shares of Murphy USA by 3.5% during the 3rd quarter. Envestnet Asset Management Inc. now owns 132,705 shares of the specialty retailer’s stock valued at $51,524,000 after purchasing an additional 4,468 shares during the last quarter. Southernsun Asset Management LLC lifted its stake in Murphy USA by 13.7% in the second quarter. Southernsun Asset Management LLC now owns 74,908 shares of the specialty retailer’s stock worth $30,473,000 after purchasing an additional 9,051 shares during the last quarter. Whittier Trust Co. boosted its position in Murphy USA by 60.1% during the third quarter. Whittier Trust Co. now owns 13,667 shares of the specialty retailer’s stock valued at $5,405,000 after buying an additional 5,128 shares during the period. Allianz Asset Management GmbH grew its stake in shares of Murphy USA by 20.2% during the third quarter. Allianz Asset Management GmbH now owns 138,998 shares of the specialty retailer’s stock valued at $53,967,000 after buying an additional 23,349 shares during the last quarter. Finally, VELA Investment Management LLC grew its stake in shares of Murphy USA by 200.8% during the third quarter. VELA Investment Management LLC now owns 6,714 shares of the specialty retailer’s stock valued at $2,607,000 after buying an additional 4,482 shares during the last quarter. 80.81% of the stock is owned by hedge funds and other institutional investors.

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.