Q2 Earnings Estimate for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Stock analysts at Zacks Research reduced their Q2 2026 earnings estimates for Murphy USA in a research note issued on Wednesday, February 25th. Zacks Research analyst Team now expects that the specialty retailer will post earnings per share of $7.31 for the quarter, down from their previous estimate of $7.41. Zacks Research currently 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.

A number of other analysts have also weighed in on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Murphy USA in a report on Monday, December 29th. KeyCorp set a $500.00 price objective on Murphy USA in a report on Thursday, February 5th. Stephens reduced their target price on Murphy USA from $475.00 to $450.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Royal Bank Of Canada decreased their target price on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating for the company in a report on Thursday, February 5th. Finally, Bank of America started coverage on shares of Murphy USA in a report on Friday, January 9th. They issued an “underperform” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $457.50.

Murphy USA Price Performance

MUSA stock opened at $383.98 on Thursday. The firm’s 50-day moving average price is $412.32 and its two-hundred day moving average price is $392.76. Murphy USA has a 12-month low of $345.23 and a 12-month high of $523.09. The stock has a market capitalization of $7.12 billion, a price-to-earnings ratio of 15.81, a PEG ratio of 2.71 and a beta of 0.38. The company has a current ratio of 0.80, a quick ratio of 0.36 and a debt-to-equity ratio of 3.47.

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

Murphy USA Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Monday, February 23rd will be given a $0.63 dividend. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $2.52 annualized dividend and a dividend yield of 0.7%. Murphy USA’s dividend payout ratio is currently 10.38%.

Insider Transactions at Murphy USA

In other Murphy USA news, Director Jeanne Linder Phillips sold 1,155 shares of the firm’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $395.19, for a total transaction of $456,444.45. Following the completion of the transaction, the director owned 1,543 shares of the company’s stock, valued at approximately $609,778.17. This trade represents a 42.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Renee M. Bacon sold 2,844 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $388.61, for a total transaction of $1,105,206.84. Following the sale, the senior vice president owned 3,083 shares in the company, valued at approximately $1,198,084.63. This trade represents a 47.98% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 13,934 shares of company stock worth $5,810,596. 9.04% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the business. NewEdge Advisors LLC grew its holdings in Murphy USA by 10.2% in the first quarter. NewEdge Advisors LLC now owns 1,685 shares of the specialty retailer’s stock worth $792,000 after purchasing an additional 156 shares during the period. Oppenheimer Asset Management Inc. lifted its holdings in shares of Murphy USA by 15.2% during the second quarter. Oppenheimer Asset Management Inc. now owns 5,841 shares of the specialty retailer’s stock valued at $2,376,000 after purchasing an additional 771 shares during the last quarter. Nisa Investment Advisors LLC boosted its position in shares of Murphy USA by 19.5% in the 2nd quarter. Nisa Investment Advisors LLC now owns 10,842 shares of the specialty retailer’s stock worth $4,411,000 after purchasing an additional 1,772 shares in the last quarter. Envestnet Asset Management Inc. grew its stake in shares of Murphy USA by 3.1% in the 2nd quarter. Envestnet Asset Management Inc. now owns 128,237 shares of the specialty retailer’s stock worth $52,167,000 after buying an additional 3,820 shares during the last quarter. Finally, AdvisorShares Investments LLC grew its stake in shares of Murphy USA by 14.6% in the 2nd quarter. AdvisorShares Investments LLC now owns 1,157 shares of the specialty retailer’s stock worth $471,000 after buying an additional 147 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.