Research Analysts Issue Forecasts for Murphy USA Q1 Earnings

Murphy USA Inc. (NYSE:MUSA) – Analysts at Zacks Research boosted their Q1 2026 earnings per share (EPS) estimates for shares of Murphy USA in a research note issued to investors on Friday, March 13th. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings per share of $2.87 for the quarter, up from their previous forecast 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.

Murphy USA (NYSE:MUSA) last released its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share (EPS) for the quarter, topping the consensus estimate 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 revenue for the quarter was up .7% compared to the same quarter last year. During the same period in the prior year, the company posted $6.96 earnings per share.

Several other equities analysts also recently issued reports on the stock. Stephens cut their price target 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. Bank of America began coverage on shares of Murphy USA in a research note on Friday, January 9th. They set an “underperform” rating on the stock. Wells Fargo & Company cut their target price 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. KeyCorp set a $500.00 target price on Murphy USA in a report on Thursday, February 5th. Finally, Royal Bank Of Canada decreased their price target on 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. Two research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $429.00.

Murphy USA Stock Up 0.7%

MUSA opened at $459.83 on Monday. The firm’s 50-day simple moving average is $417.44 and its 200-day simple moving average is $396.63. 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 twelve month low of $345.23 and a twelve month high of $523.09. The firm has a market cap of $8.51 billion, a price-to-earnings ratio of 18.94, a PEG ratio of 3.22 and a beta of 0.40.

Murphy USA Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Monday, February 23rd were given a $0.63 dividend. The ex-dividend date was Monday, February 23rd. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. Murphy USA’s dividend payout ratio is currently 10.38%.

Insider Buying and Selling at Murphy USA

In other Murphy USA news, SVP Renee M. Bacon sold 2,844 shares of the stock in a transaction dated Monday, February 23rd. The stock was 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 in the company, valued at $1,198,084.63. This represents a 47.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Scott G. Woodward sold 137 shares of the firm’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $422.44, for a total value of $57,874.28. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 14,970 shares of company stock worth $6,212,365 in the last three months. 10.12% of the stock is owned by insiders.

Institutional Trading of Murphy USA

Large investors have recently bought and sold shares of the business. MassMutual Private Wealth & Trust FSB raised 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 worth $25,000 after buying an additional 28 shares during the period. Huntington National Bank boosted its holdings in shares of Murphy USA by 106.7% in the fourth quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock valued at $25,000 after buying an additional 32 shares during the period. Ameriflex Group Inc. acquired a new position in shares of Murphy USA in the third quarter valued at approximately $26,000. AlphaQuest LLC increased its position in shares of Murphy USA by 317.6% during the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 54 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its position 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 worth $28,000 after acquiring an additional 55 shares in the last quarter. 80.81% of the stock is owned by institutional investors.

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.