Equities Analysts Issue Forecasts for Murphy USA Q1 Earnings

Murphy USA Inc. (NYSE:MUSA) – Equities researchers at Zacks Research upped their Q1 2026 earnings per share estimates for Murphy USA in a report released on Friday, March 13th. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings of $2.87 per share for the quarter, up from their previous estimate of $2.86. 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 Q2 2026 earnings at $7.29 EPS, Q3 2026 earnings at $6.71 EPS, Q4 2026 earnings at $6.86 EPS, FY2026 earnings at $23.73 EPS and Q1 2027 earnings at $5.66 EPS.

A number of other equities research analysts have also recently weighed in on MUSA. KeyCorp set a $500.00 price objective on shares of Murphy USA in a research note on Thursday, February 5th. Stephens decreased their target price on shares of Murphy USA from $475.00 to $450.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. Royal Bank Of Canada lowered their target price on shares of Murphy USA from $467.00 to $445.00 and set a “sector perform” rating on the stock in a research note on Thursday, February 5th. Weiss Ratings restated a “hold (c)” rating on shares of Murphy USA in a research report on Monday, December 29th. Finally, Wells Fargo & Company reduced 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 research note on Friday, February 6th. Two research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Murphy USA currently has a consensus rating of “Hold” and a consensus price target of $429.00.

Murphy USA Trading Up 0.3%

NYSE:MUSA opened at $456.67 on Monday. The stock has a market cap of $8.45 billion, a price-to-earnings ratio of 18.81, a PEG ratio of 3.22 and a beta of 0.40. The company has a debt-to-equity ratio of 3.47, a quick ratio of 0.36 and a current ratio of 0.80. Murphy USA has a 1 year low of $345.23 and a 1 year high of $523.09. The business has a fifty day moving average of $416.59 and a 200-day moving average of $396.03.

Murphy USA (NYSE:MUSA) last posted its earnings results on Wednesday, February 4th. The specialty retailer reported $7.53 EPS 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 last year, the firm earned $6.96 EPS. The firm’s revenue was up .7% compared to the same quarter last year.

Institutional Trading of Murphy USA

A number of large investors have recently added to or reduced their stakes in MUSA. MassMutual Private Wealth & Trust FSB increased its holdings in shares of Murphy USA by 82.4% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock valued at $25,000 after buying an additional 28 shares in the last quarter. Huntington National Bank boosted its stake in shares of Murphy USA by 106.7% during 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 in the last quarter. Ameriflex Group Inc. bought a new stake in shares of Murphy USA during the 3rd quarter worth $26,000. EverSource Wealth Advisors LLC grew its holdings in shares of 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. Finally, AlphaQuest LLC grew its holdings in shares of 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. 80.81% of the stock is currently owned by institutional investors.

Insider Transactions at Murphy USA

In other Murphy USA news, SVP Renee M. Bacon sold 2,844 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $388.61, for a total value of $1,105,206.84. Following the completion of the sale, the senior vice president directly owned 3,083 shares of the company’s stock, valued at approximately $1,198,084.63. This represents a 47.98% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Keith A. Emery sold 899 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $382.53, for a total transaction of $343,894.47. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 14,970 shares of company stock valued at $6,212,365 in the last quarter. 10.12% of the stock is owned by company insiders.

Murphy USA Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Monday, February 23rd were issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Monday, February 23rd. Murphy USA’s payout ratio is presently 10.38%.

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.