Q1 Earnings Forecast for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Equities researchers at Zacks Research lowered their Q1 2026 earnings estimates for shares of Murphy USA in a report issued on Tuesday, March 31st. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings of $2.86 per share for the quarter, down from their previous forecast of $2.87. 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 Q4 2026 earnings at $6.88 EPS and Q1 2028 earnings at $6.11 EPS.

MUSA has been the topic of a number of other research reports. Wells Fargo & Company reduced their price objective on Murphy USA from $410.00 to $400.00 and set an “equal weight” rating on the stock in a research note on Friday, February 6th. KeyCorp set a $500.00 target price on shares of Murphy USA in a report on Thursday, February 5th. Royal Bank Of Canada reduced their price target on shares of Murphy USA from $467.00 to $445.00 and set a “sector perform” rating on the stock in a research report on Thursday, February 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th. Finally, Bank of America began coverage on shares of Murphy USA in a research note on Friday, January 9th. They issued an “underperform” rating for the company. Three research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $447.33.

Murphy USA Price Performance

Shares of Murphy USA stock opened at $501.85 on Thursday. The firm has a market cap of $9.28 billion, a PE ratio of 20.67, a PEG ratio of 3.35 and a beta of 0.22. The stock has a 50 day moving average of $429.72 and a 200 day moving average of $405.48. 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 has a 12 month low of $345.23 and a 12 month high of $523.09.

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

Murphy USA Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Monday, February 23rd were issued a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, February 23rd. Murphy USA’s dividend payout ratio (DPR) is 10.38%.

Insider Transactions at Murphy USA

In related news, SVP Keith A. Emery sold 899 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $382.53, for a total value of $343,894.47. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Jeanne Linder Phillips sold 1,155 shares of the firm’s stock in a transaction dated 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 sale, the director directly owned 1,543 shares of the company’s stock, valued at approximately $609,778.17. The trade was a 42.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 14,970 shares of company stock worth $6,212,365. 9.04% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Murphy USA

Hedge funds and other institutional investors have recently modified their holdings of the business. MassMutual Private Wealth & Trust FSB boosted its holdings in Murphy USA by 82.4% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 28 shares during the period. Huntington National Bank increased its stake in Murphy USA by 106.7% in the fourth quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock worth $25,000 after purchasing an additional 32 shares during the period. Ameriflex Group Inc. bought a new stake in shares of Murphy USA during the third quarter worth $26,000. EverSource Wealth Advisors LLC boosted its stake 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 valued at $28,000 after purchasing an additional 55 shares during the period. Finally, AlphaQuest LLC boosted its stake in shares of Murphy USA by 317.6% during the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 54 shares during the period. 80.81% of the stock is currently owned by hedge funds and other institutional investors.

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.