Q1 Earnings Forecast for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Investment analysts at Zacks Research cut their Q1 2026 earnings per share estimates for shares of Murphy USA in a research note issued on Tuesday, March 31st. Zacks Research analyst Team now expects 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 subject of several other reports. Wall Street Zen upgraded Murphy USA from a “hold” rating to a “buy” rating in a research report on Saturday, March 28th. Wells Fargo & Company decreased their price objective on shares of Murphy USA from $410.00 to $400.00 and set an “equal weight” rating for the company in a report on Friday, February 6th. Bank of America assumed coverage on Murphy USA in a research note on Friday, January 9th. They set an “underperform” rating on the stock. JPMorgan Chase & Co. assumed coverage on shares of Murphy USA in a research note on Thursday, March 26th. They issued an “overweight” rating and a $539.00 target price for the company. Finally, Royal Bank Of Canada lowered their target price on shares of Murphy USA from $467.00 to $445.00 and set a “sector perform” rating on the stock in a report on Thursday, February 5th. Three investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $447.33.

Murphy USA Price Performance

NYSE MUSA opened at $495.11 on Thursday. Murphy USA has a fifty-two week low of $345.23 and a fifty-two week high of $523.09. The company has a debt-to-equity ratio of 3.47, a current ratio of 0.80 and a quick ratio of 0.36. The firm has a market cap of $9.16 billion, a P/E ratio of 20.39, a price-to-earnings-growth ratio of 3.34 and a beta of 0.22. The stock’s 50-day moving average is $428.27 and its two-hundred day moving average is $404.81.

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

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. AQR Capital Management LLC lifted its holdings in Murphy USA by 149.9% during the 4th quarter. AQR Capital Management LLC now owns 507,418 shares of the specialty retailer’s stock worth $204,753,000 after purchasing an additional 304,354 shares in the last quarter. River Road Asset Management LLC increased its holdings in shares of Murphy USA by 1.6% in the fourth quarter. River Road Asset Management LLC now owns 506,214 shares of the specialty retailer’s stock worth $204,267,000 after buying an additional 7,973 shares during the period. Barclays PLC lifted its stake in shares of Murphy USA by 318.6% in the 3rd quarter. Barclays PLC now owns 424,818 shares of the specialty retailer’s stock valued at $164,940,000 after acquiring an additional 323,331 shares during the last quarter. Morgan Stanley lifted its stake in shares of Murphy USA by 45.6% in the 4th quarter. Morgan Stanley now owns 318,473 shares of the specialty retailer’s stock valued at $128,511,000 after acquiring an additional 99,798 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its holdings in Murphy USA by 0.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 300,758 shares of the specialty retailer’s stock valued at $121,365,000 after acquiring an additional 1,930 shares during the period. 80.81% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Murphy USA

In related news, SVP Eric J. Bartko sold 345 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $404.84, for a total value of $139,669.80. Following the completion of the transaction, the senior vice president owned 352 shares in the company, valued at $142,503.68. This trade represents a 49.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Scott G. Woodward sold 137 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $422.44, for a total value of $57,874.28. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 14,970 shares of company stock valued at $6,212,365. Corporate insiders own 9.04% of the company’s stock.

Murphy USA Dividend Announcement

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

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.