Q1 Earnings Estimate for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Equities research analysts at Zacks Research reduced their Q1 2028 earnings estimates for shares of Murphy USA in a research report issued on Tuesday, June 23rd. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings of $5.85 per share for the quarter, down from their previous forecast of $5.92. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $32.30 per share.

MUSA has been the subject of several other research reports. Capital One Financial began coverage on Murphy USA in a research note on Monday. They issued an “overweight” rating and a $710.00 price target for the company. Wells Fargo & Company increased their price target on shares of Murphy USA from $450.00 to $520.00 and gave the stock an “equal weight” rating in a research note on Friday, May 1st. JPMorgan Chase & Co. initiated coverage on shares of Murphy USA in a research note on Thursday, March 26th. They issued an “overweight” rating and a $539.00 price objective for the company. Royal Bank Of Canada increased their target price on shares of Murphy USA from $510.00 to $517.00 and gave the stock a “sector perform” rating in a research report on Thursday, April 30th. Finally, Weiss Ratings lowered Murphy USA from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, June 15th. Four research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $539.50.

Murphy USA Stock Performance

Shares of MUSA stock opened at $530.80 on Thursday. Murphy USA has a fifty-two week low of $345.23 and a fifty-two week high of $636.04. The stock’s 50-day moving average is $548.84 and its two-hundred day moving average is $471.68. The company has a debt-to-equity ratio of 3.24, a current ratio of 0.83 and a quick ratio of 0.48. The firm has a market cap of $9.80 billion, a P/E ratio of 18.35, a PEG ratio of 1.81 and a beta of 0.30.

Murphy USA (NYSE:MUSA) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.37 by $1.91. The business had revenue of $4.82 billion during the quarter, compared to analyst estimates of $4.70 billion. Murphy USA had a return on equity of 91.05% and a net margin of 2.81%.Murphy USA’s quarterly revenue was up 6.5% compared to the same quarter last year. During the same period last year, the company earned $2.63 earnings per share.

Institutional Trading of Murphy USA

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in MUSA. Redwood Investment Management LLC bought a new position in Murphy USA in the 1st quarter worth approximately $1,021,000. Verus Capital Partners LLC boosted its position in shares of Murphy USA by 40.0% in the first quarter. Verus Capital Partners LLC now owns 844 shares of the specialty retailer’s stock valued at $417,000 after acquiring an additional 241 shares during the period. Bull Harbor Capital LLC acquired a new stake in shares of Murphy USA in the first quarter worth $365,000. Amundi acquired a new stake in shares of Murphy USA in the first quarter worth $438,000. Finally, California State Teachers Retirement System grew its stake in shares of Murphy USA by 20.5% in the first quarter. California State Teachers Retirement System now owns 20,820 shares of the specialty retailer’s stock worth $10,284,000 after acquiring an additional 3,545 shares during the last quarter. Institutional investors and hedge funds own 80.81% of the company’s stock.

Insider Activity at Murphy USA

In other news, SVP Renee M. Bacon sold 1,050 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $529.44, for a total value of $555,912.00. Following the sale, the senior vice president directly owned 3,083 shares of the company’s stock, valued at approximately $1,632,263.52. This trade represents a 25.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert Madison Murphy sold 41,500 shares of the firm’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $596.96, for a total value of $24,773,840.00. Following the completion of the sale, the director directly owned 342,212 shares in the company, valued at approximately $204,286,875.52. This represents a 10.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 46,225 shares of company stock valued at $27,363,392. 9.02% of the stock is owned by corporate insiders.

Murphy USA Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Monday, May 18th were issued a dividend of $0.64 per share. This represents a $2.56 dividend on an annualized basis and a yield of 0.5%. This is a positive change from Murphy USA’s previous quarterly dividend of $0.63. The ex-dividend date was Monday, May 18th. Murphy USA’s dividend payout ratio is currently 8.85%.

Murphy USA News Roundup

Here are the key news stories impacting Murphy USA this week:

• Positive Sentiment: Zacks Research raised its near-term earnings outlook for Murphy USA, including modest increases to Q2 2026 and Q3 2026 EPS estimates, which suggests current operating trends remain healthy.
• Neutral Sentiment: Separately, a recent note highlighted Murphy USA’s nicotine category as a growing profit driver, which could help offset cautious consumer spending. Article: Is Murphy USA’s Nicotine Category Emerging as a Key Profit Driver?
• Negative Sentiment: Zacks Research downgraded Murphy USA from Strong-Buy to Hold, and cut several future earnings estimates, which likely pressured the stock. Article: Tickerreport.com

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.