Q1 Earnings Forecast for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Investment analysts at Zacks Research reduced their Q1 2026 EPS estimates for Murphy USA in a research report issued to clients and investors on Tuesday, January 6th. Zacks Research analyst Team now anticipates that the specialty retailer will earn $2.81 per share for the quarter, down from their previous estimate of $2.85. Zacks Research has a “Hold” rating on the stock. 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 Q3 2026 earnings at $6.96 EPS, Q4 2026 earnings at $7.10 EPS, Q3 2027 earnings at $6.90 EPS, Q4 2027 earnings at $7.24 EPS and FY2027 earnings at $27.11 EPS.

Murphy USA (NYSE:MUSA) last issued its earnings results on Wednesday, October 29th. The specialty retailer reported $7.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.60 by $0.65. Murphy USA had a net margin of 2.43% and a return on equity of 69.87%. The company had revenue of $5.11 billion for the quarter, compared to analysts’ expectations of $5.11 billion. During the same period in the prior year, the firm earned $7.20 EPS. Murphy USA’s quarterly revenue was down 2.5% compared to the same quarter last year.

Several other research analysts also recently commented on MUSA. Wells Fargo & Company assumed coverage on Murphy USA in a research note on Wednesday, October 15th. They set an “equal weight” rating and a $405.00 target price for the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Murphy USA in a research report on Monday, December 29th. Finally, KeyCorp decreased their price objective on shares of Murphy USA from $480.00 to $460.00 and set an “overweight” rating on the stock in a report on Thursday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $474.00.

Murphy USA Price Performance

Shares of NYSE MUSA opened at $426.00 on Wednesday. The company has a quick ratio of 0.40, a current ratio of 0.81 and a debt-to-equity ratio of 4.07. The business’s 50 day moving average price is $387.27 and its two-hundred day moving average price is $391.49. The company has a market cap of $7.98 billion, a PE ratio of 17.97 and a beta of 0.39. Murphy USA has a twelve month low of $345.23 and a twelve month high of $523.09.

Murphy USA Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Monday, November 10th were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date was Monday, November 10th. This is a positive change from Murphy USA’s previous quarterly dividend of $0.53. Murphy USA’s dividend payout ratio (DPR) is 10.63%.

Insider Buying and Selling at Murphy USA

In other news, CEO R Andrew Clyde sold 16,250 shares of the business’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $381.33, for a total value of $6,196,612.50. Following the completion of the sale, the chief executive officer owned 59,172 shares of the company’s stock, valued at approximately $22,564,058.76. The trade was a 21.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 10.12% of the company’s stock.

Institutional Trading of Murphy USA

A number of institutional investors have recently bought and sold shares of MUSA. Ameriflex Group Inc. bought a new position in shares of Murphy USA during the third quarter worth approximately $26,000. EverSource Wealth Advisors LLC boosted its stake in shares of Murphy USA by 423.1% in the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock valued at $28,000 after buying an additional 55 shares during the period. Ameritas Advisory Services LLC acquired a new stake in Murphy USA during the second quarter worth approximately $29,000. AlphaQuest LLC increased its stake in Murphy USA by 317.6% during the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 54 shares during the period. Finally, Golden State Wealth Management LLC increased its stake in Murphy USA by 1,925.0% during the 2nd quarter. Golden State Wealth Management LLC now owns 81 shares of the specialty retailer’s stock worth $33,000 after acquiring an additional 77 shares during the period. Institutional investors own 80.81% of the company’s stock.

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.