Research Analysts Issue Forecasts for Murphy USA Q3 Earnings

Murphy USA Inc. (NYSE:MUSA) – Research analysts at Zacks Research raised their Q3 2026 earnings estimates for Murphy USA in a report released on Wednesday, August 26th. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings of $8.27 per share for the quarter, up from their previous forecast of $7.33. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $33.84 per share. Zacks Research also issued estimates for Murphy USA’s FY2026 earnings at $34.46 EPS, Q1 2027 earnings at $3.99 EPS, Q2 2027 earnings at $8.73 EPS, Q3 2027 earnings at $9.51 EPS, FY2027 earnings at $28.82 EPS, Q1 2028 earnings at $6.01 EPS and Q2 2028 earnings at $8.29 EPS.

Murphy USA (NYSE:MUSA) last announced its earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 earnings per share for the quarter, beating analysts’ consensus estimates of $9.95 by $1.32. Murphy USA had a net margin of 2.87% and a return on equity of 96.01%. The business had revenue of $6.81 billion during the quarter, compared to the consensus estimate of $6.03 billion. During the same quarter last year, the firm earned $7.36 earnings per share. The business’s revenue for the quarter was up 36.0% on a year-over-year basis.

A number of other research firms have also weighed in on MUSA. Wells Fargo & Company raised their price objective on Murphy USA from $520.00 to $570.00 and gave the company an “equal weight” rating in a research report on Monday, July 20th. Weiss Ratings cut Murphy USA from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday. Jefferies Financial Group upgraded Murphy USA from a “hold” rating to a “buy” rating and raised their price target for the company from $550.00 to $625.00 in a report on Wednesday, July 1st. Wall Street Zen raised Murphy USA from a “buy” rating to a “strong-buy” rating in a research report on Saturday, June 27th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Murphy USA from $655.00 to $633.00 and set an “overweight” rating on the stock in a research note on Friday, August 7th. Six investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $606.89.

Murphy USA Stock Performance

Shares of MUSA opened at $509.12 on Friday. The company has a quick ratio of 0.54, a current ratio of 0.92 and a debt-to-equity ratio of 2.77. The business’s 50 day moving average price is $573.94 and its 200-day moving average price is $523.42. Murphy USA has a 52 week low of $349.83 and a 52 week high of $636.04. The stock has a market cap of $9.40 billion, a P/E ratio of 15.50, a P/E/G ratio of 1.56 and a beta of 0.28.

Murphy USA Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Monday, August 24th will be given a $0.65 dividend. This is a positive change from Murphy USA’s previous quarterly dividend of $0.64. The ex-dividend date of this dividend is Monday, August 24th. This represents a $2.60 dividend on an annualized basis and a yield of 0.5%. Murphy USA’s payout ratio is presently 7.92%.

Insider Activity

In other Murphy USA news, Director Rosemary Turner sold 966 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $571.88, for a total transaction of $552,436.08. Following the transaction, the director owned 449 shares in the company, valued at approximately $256,774.12. This represents a 68.27% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Diane N. Landen sold 3,000 shares of the firm’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $547.25, for a total transaction of $1,641,750.00. Following the sale, the director directly owned 53,841 shares in the company, valued at approximately $29,464,487.25. The trade was a 5.28% decrease in their position. The SEC filing for this sale provides additional information. 9.02% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of MUSA. WINTON GROUP Ltd purchased a new stake in Murphy USA during the fourth quarter valued at approximately $6,874,000. Recurrent Investment Advisors LLC boosted its stake in shares of Murphy USA by 23.2% during the 1st quarter. Recurrent Investment Advisors LLC now owns 146,119 shares of the specialty retailer’s stock worth $71,986,000 after acquiring an additional 27,513 shares during the last quarter. Evergreen Wealth Partners LLC purchased a new position in shares of Murphy USA during the 4th quarter worth $1,333,000. Millennium Capital Advisors LLC bought a new stake in shares of Murphy USA during the 4th quarter valued at $1,029,000. Finally, VELA Investment Management LLC increased its stake in shares of Murphy USA by 45.4% in the 4th quarter. VELA Investment Management LLC now owns 9,765 shares of the specialty retailer’s stock worth $3,940,000 after purchasing an additional 3,051 shares in the last quarter. Institutional investors 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.