Q2 Earnings Estimate for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Analysts at Zacks Research decreased their Q2 2026 earnings estimates for shares of Murphy USA in a report 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.

MUSA has been the topic of a number of other reports. KeyCorp set a $500.00 target price on Murphy USA in a research report on Thursday, February 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th. Bank of America assumed coverage on Murphy USA in a report on Friday, January 9th. They set an “underperform” rating on the stock. 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 report on Friday, February 6th. Finally, Wells Fargo & Company cut their price target on shares of Murphy USA from $410.00 to $400.00 and set an “equal weight” rating on the stock in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $457.50.

Murphy USA Price Performance

NYSE MUSA opened at $386.99 on Thursday. Murphy USA has a 1 year low of $345.23 and a 1 year high of $523.09. The business’s fifty day moving average is $411.98 and its two-hundred day moving average is $392.72. The stock has a market capitalization of $7.17 billion, a P/E ratio of 15.94, a P/E/G ratio of 2.70 and a beta of 0.38. 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 (NYSE:MUSA) last released its earnings results on Wednesday, February 4th. The specialty retailer reported $7.53 EPS for the quarter, topping analysts’ consensus estimates of $6.67 by $0.86. The business had revenue of $4.74 billion for the quarter, compared to the consensus estimate of $4.88 billion. Murphy USA had a net margin of 2.43% and a return on equity of 75.75%. The business’s revenue for the quarter was up .7% on a year-over-year basis. During the same period in the previous year, the firm earned $6.96 EPS.

Murphy USA Dividend Announcement

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

Insider Activity at Murphy USA

In related news, CEO Malynda K. West sold 4,051 shares of the stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $425.00, for a total transaction of $1,721,675.00. Following the completion of the sale, the chief executive officer directly owned 117,389 shares in the company, valued at approximately $49,890,325. This trade represents a 3.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Renee M. Bacon sold 2,844 shares of Murphy USA stock in a transaction on 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 sale, the senior vice president directly owned 3,083 shares of the company’s stock, valued at approximately $1,198,084.63. The trade was a 47.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 13,934 shares of company stock valued at $5,810,596. 9.04% of the stock is owned by insiders.

Hedge Funds Weigh In On Murphy USA

Hedge funds have recently added to or reduced their stakes in the company. Barclays PLC grew its position in Murphy USA by 318.6% in the third quarter. Barclays PLC now owns 424,818 shares of the specialty retailer’s stock worth $164,940,000 after acquiring an additional 323,331 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of Murphy USA by 149.9% during the 4th quarter. AQR Capital Management LLC now owns 507,418 shares of the specialty retailer’s stock valued at $204,753,000 after purchasing an additional 304,354 shares in the last quarter. Norges Bank acquired a new stake in shares of Murphy USA in the 2nd quarter valued at $93,967,000. Neuberger Berman Group LLC boosted its holdings in Murphy USA by 3,650.7% in the second quarter. Neuberger Berman Group LLC now owns 180,858 shares of the specialty retailer’s stock worth $73,573,000 after purchasing an additional 176,036 shares in the last quarter. Finally, Alliancebernstein L.P. increased its position in Murphy USA by 676.7% during the second quarter. Alliancebernstein L.P. now owns 170,215 shares of the specialty retailer’s stock worth $69,243,000 after buying an additional 148,301 shares during the last quarter. Institutional investors and hedge funds 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.