Q3 Earnings Estimate for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Investment analysts at Zacks Research upped their Q3 2026 earnings per share estimates for shares of Murphy USA in a report issued on Tuesday, May 19th. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings per share of $7.27 for the quarter, up from their previous estimate of $6.83. Zacks Research 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 Q4 2026 earnings at $7.51 EPS, FY2027 earnings at $28.79 EPS, Q1 2028 earnings at $5.85 EPS and FY2028 earnings at $28.33 EPS.

Several other analysts have also recently issued reports on the company. Royal Bank Of Canada increased their target price on Murphy USA from $510.00 to $517.00 and gave the company a “sector perform” rating in a research report on Thursday, April 30th. KeyCorp increased their price objective on Murphy USA from $560.00 to $600.00 and gave the company an “overweight” rating in a report on Friday, April 24th. Bank of America upgraded Murphy USA from an “underperform” rating to a “neutral” rating and increased their price objective for the company from $350.00 to $550.00 in a report on Thursday, April 23rd. Wall Street Zen upgraded Murphy USA from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 2nd. Finally, JPMorgan Chase & Co. began coverage on Murphy USA in a report on Thursday, March 26th. They set an “overweight” rating and a $539.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $503.71.

Murphy USA Stock Up 0.7%

Shares of NYSE MUSA opened at $569.26 on Wednesday. The company has a current ratio of 0.83, a quick ratio of 0.48 and a debt-to-equity ratio of 3.24. The stock has a market capitalization of $10.51 billion, a PE ratio of 19.68, a price-to-earnings-growth ratio of 1.89 and a beta of 0.36. The stock’s fifty day simple moving average is $511.27 and its two-hundred day simple moving average is $438.68. Murphy USA has a 12-month low of $345.23 and a 12-month high of $609.82.

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

Murphy USA Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Monday, May 18th will be issued a dividend of $0.64 per share. The ex-dividend date is Monday, May 18th. This represents a $2.56 annualized dividend and a dividend yield of 0.4%. This is a boost from Murphy USA’s previous quarterly dividend of $0.63. Murphy USA’s dividend payout ratio (DPR) is currently 8.85%.

Insider Activity

In other news, Director Robert Madison Murphy sold 41,500 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $596.96, for a total transaction of $24,773,840.00. Following the completion of the sale, the director owned 342,212 shares in the company, valued at approximately $204,286,875.52. This represents a 10.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Keith A. Emery sold 517 shares of the stock in a transaction 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 sale, the senior vice president owned 500 shares of the company’s stock, valued at approximately $287,245. This represents a 50.84% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 47,210 shares of company stock worth $27,129,150. Company insiders own 9.02% of the company’s stock.

Hedge Funds Weigh In On Murphy USA

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

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.