Q2 Earnings Estimate for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Investment analysts at Zacks Research increased their Q2 2026 EPS estimates for shares of Murphy USA in a research note issued on Thursday, June 18th. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings per share of $8.28 for the quarter, up from their previous forecast of $8.13. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $32.32 per share. Zacks Research also issued estimates for Murphy USA’s Q3 2026 earnings at $7.31 EPS, Q4 2027 earnings at $7.00 EPS and FY2028 earnings at $28.37 EPS.

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

Several other brokerages have also weighed in on MUSA. Weiss Ratings lowered Murphy USA from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday. JPMorgan Chase & Co. started coverage on Murphy USA in a report on Thursday, March 26th. They set an “overweight” rating and a $539.00 target price on the stock. Wall Street Zen lowered Murphy USA from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 30th. KeyCorp boosted their price target on Murphy USA from $600.00 to $680.00 and gave the company an “overweight” rating in a report on Friday, June 12th. Finally, Bank of America raised Murphy USA from an “underperform” rating to a “neutral” rating and upped their price target for the company from $350.00 to $550.00 in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, Murphy USA currently has an average rating of “Moderate Buy” and an average target price of $515.14.

Murphy USA Stock Performance

Shares of MUSA stock opened at $550.85 on Friday. The stock has a market capitalization of $10.17 billion, a price-to-earnings ratio of 19.04, a PEG ratio of 1.88 and a beta of 0.30. Murphy USA has a one year low of $345.23 and a one year high of $636.04. The company’s 50-day simple moving average is $544.78 and its 200-day simple moving average is $467.28. The company has a debt-to-equity ratio of 3.24, a quick ratio of 0.48 and a current ratio of 0.83.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the stock. MassMutual Private Wealth & Trust FSB increased its position in Murphy USA by 82.4% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock worth $25,000 after buying an additional 28 shares during the period. Huntington National Bank boosted its holdings in shares of Murphy USA by 106.7% during the fourth 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. bought a new position in shares of Murphy USA during the third quarter worth about $26,000. EverSource Wealth Advisors LLC grew its position in shares of Murphy USA by 423.1% during the second 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. Finally, V Square Quantitative Management LLC acquired a new stake in shares of Murphy USA in the 4th quarter worth about $29,000. 80.81% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, SVP Renee M. Bacon sold 1,050 shares of the stock in a transaction that occurred on Wednesday, May 27th. The stock was 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 approximately $1,632,263.52. This represents a 25.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Diane N. Landen sold 3,000 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $547.25, for a total value of $1,641,750.00. Following the sale, the director owned 53,841 shares in the company, valued at $29,464,487.25. The trade was a 5.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 46,225 shares of company stock valued at $27,363,392 over the last 90 days. 9.02% of the stock is owned by corporate insiders.

Murphy USA Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Monday, May 18th were issued a $0.64 dividend. This is an increase from Murphy USA’s previous quarterly dividend of $0.63. This represents a $2.56 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Monday, May 18th. Murphy USA’s dividend payout ratio is 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.