Q3 Earnings Forecast for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Equities researchers at Zacks Research increased their Q3 2026 earnings per share estimates for shares of Murphy USA in a report released on Tuesday, September 29th. Zacks Research analyst Team now forecasts that the specialty retailer will earn $8.28 per share for the quarter, up from their prior estimate of $8.27. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $34.70 per share. Zacks Research also issued estimates for Murphy USA’s Q1 2027 earnings at $4.04 EPS, FY2027 earnings at $28.98 EPS, Q1 2028 earnings at $6.07 EPS, Q2 2028 earnings at $8.42 EPS and FY2028 earnings at $29.79 EPS.

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

MUSA has been the subject of a number of other reports. KeyCorp increased their price objective on shares of Murphy USA from $600.00 to $680.00 and gave the company an “overweight” rating in a report on Friday, June 12th. JPMorgan Chase & Co. lowered their target price on shares of Murphy USA from $655.00 to $633.00 and set an “overweight” rating on the stock in a report on Friday, August 7th. Wells Fargo & Company upped their target price on shares of Murphy USA from $520.00 to $570.00 and gave the stock an “equal weight” rating in a research report on Monday, July 20th. The Goldman Sachs Group raised shares of Murphy USA from a “sell” rating to a “neutral” rating and raised their target price for the company from $380.00 to $550.00 in a research note on Monday, July 6th. Finally, Jefferies Financial Group upgraded shares of Murphy USA from a “hold” rating to a “buy” rating and lifted their price target for the company from $550.00 to $625.00 in a report on Wednesday, July 1st. Six equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Murphy USA presently has an average rating of “Moderate Buy” and a consensus price target of $606.89.

Murphy USA Stock Up 1.3%

NYSE MUSA opened at $510.61 on Wednesday. The stock’s 50 day moving average is $543.87 and its 200 day moving average is $543.01. The company has a current ratio of 0.92, a quick ratio of 0.54 and a debt-to-equity ratio of 2.77. Murphy USA has a 12 month low of $349.83 and a 12 month high of $636.04. The stock has a market cap of $9.43 billion, a PE ratio of 15.55, a P/E/G ratio of 1.44 and a beta of 0.29.

Murphy USA Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Monday, August 24th were issued a dividend of $0.65 per share. This is a positive change from Murphy USA’s previous quarterly dividend of $0.64. The ex-dividend date of this dividend was Monday, August 24th. This represents a $2.60 annualized dividend and a dividend yield of 0.5%. Murphy USA’s payout ratio is currently 7.92%.

Insider Buying and Selling

In related news, Director Rosemary Turner sold 966 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $571.88, for a total value of $552,436.08. Following the sale, the director owned 449 shares in the company, valued at approximately $256,774.12. The trade was a 68.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Eric J. Bartko sold 100 shares of the company’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $523.60, for a total transaction of $52,360.00. Following the sale, the senior vice president directly owned 252 shares in the company, valued at approximately $131,947.20. The trade was a 28.41% decrease in their position. The SEC filing for this sale provides additional information. 9.02% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Murphy USA

A number of institutional investors and hedge funds have recently made changes to their positions in MUSA. BlackRock Inc. purchased a new position in Murphy USA during the second quarter valued at approximately $915,734,000. Bank of New York Mellon Corp bought a new stake in Murphy USA during the second quarter valued at about $78,372,000. Norges Bank purchased a new position in Murphy USA in the fourth quarter valued at about $50,726,000. Engineers Gate Manager LP lifted its position in shares of Murphy USA by 21,322.2% during the second quarter. Engineers Gate Manager LP now owns 103,041 shares of the specialty retailer’s stock valued at $55,526,000 after buying an additional 102,560 shares during the last quarter. Finally, Man Group plc bought a new stake in shares of Murphy USA in the 2nd quarter valued at about $49,320,000. 80.81% of the stock is owned by hedge funds and other institutional investors.

Murphy USA News Roundup

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

• Positive Sentiment: Zacks raised its earnings-per-share forecasts across several periods, including Q3 2026 to $8.28 from $8.27, Q1 2027 to $4.04 from $4.00, Q2 2027 to $8.84 from $8.73, FY2027 to $28.98 from $28.82, Q1 2028 to $6.07 from $6.05, Q2 2028 to $8.42 from $8.31, and FY2028 to $29.79 from $29.68. The broad-based upward revisions suggest slightly better expected profitability for the convenience-store retailer. Murphy USA Stock Earnings Estimates Raised by Zacks Research
• Neutral Sentiment: Despite the higher forecasts, Zacks maintained a Hold rating on Murphy USA. The increases were relatively small, indicating an incremental improvement rather than a major change in the company’s earnings outlook.
• Neutral Sentiment: Zacks’ estimates include FY2027 EPS of $28.98 and FY2028 EPS of $29.79, while the consensus estimate for Murphy USA’s current fiscal year remains $34.70 per share. Investors may view the revisions favorably, but the unchanged rating limits the strength of the catalyst.

About Murphy USA

Murphy USA Inc operates a nationwide network of retail gasoline stations and convenience stores in the United States. Its stores sell branded and unbranded motor fuel, tobacco products, nicotine products, beverages, snacks, packaged food, and other convenience items. Some locations also offer additional services such as lottery products and car washes.

The company operates stores under the Murphy USA and Murphy Express brands, primarily in proximity to Walmart stores and along major roads.