Analysts Issue Forecasts for Murphy USA FY2026 Earnings

Murphy USA Inc. (NYSE:MUSA - Free Report) - Analysts at Zacks Research lowered their FY2026 earnings per share (EPS) estimates for Murphy USA in a note issued to investors on Thursday, June 26th. Zacks Research analyst R. Department now expects that the specialty retailer will earn $28.16 per share for the year, down from their previous estimate of $28.38. 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 $8.46 EPS and FY2027 earnings at $31.34 EPS.

Murphy USA (NYSE:MUSA - Get Free Report) last released its earnings results on Wednesday, May 7th. The specialty retailer reported $2.63 EPS for the quarter, missing the consensus estimate of $3.87 by ($1.24). Murphy USA had a net margin of 2.46% and a return on equity of 61.19%. The company had revenue of $4.53 billion for the quarter, compared to analyst estimates of $4.79 billion. During the same quarter in the previous year, the company earned $3.12 earnings per share. Murphy USA's revenue for the quarter was down 6.6% compared to the same quarter last year.

MUSA has been the topic of a number of other reports. Melius started coverage on Murphy USA in a research report on Tuesday, March 11th. They set a "buy" rating and a $600.00 target price on the stock. Raymond James Financial lowered Murphy USA from an "outperform" rating to a "market perform" rating in a report on Friday, May 9th. Stephens cut their target price on Murphy USA from $530.00 to $475.00 and set an "overweight" rating for the company in a research note on Friday, May 9th. Wall Street Zen cut Murphy USA from a "buy" rating to a "hold" rating in a research report on Friday, May 9th. Finally, KeyCorp lowered their price target on shares of Murphy USA from $550.00 to $525.00 and set an "overweight" rating on the stock in a report on Friday, May 9th. One analyst has rated the stock with a sell rating, three have issued a hold rating, four have assigned a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $526.29.

Murphy USA Stock Performance

NYSE:MUSA opened at $408.26 on Monday. The firm's 50-day moving average is $445.56 and its 200-day moving average is $470.54. The company has a market cap of $8.07 billion, a price-to-earnings ratio of 17.22 and a beta of 0.50. The company has a debt-to-equity ratio of 2.74, a quick ratio of 0.39 and a current ratio of 0.80. Murphy USA has a 52-week low of $385.44 and a 52-week high of $561.08.

Murphy USA Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 2nd. Shareholders of record on Monday, May 12th were given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.49%. This is a boost from Murphy USA's previous quarterly dividend of $0.49. The ex-dividend date was Monday, May 12th. Murphy USA's dividend payout ratio is 8.44%.

Insiders Place Their Bets

In other news, Director David C. Haley purchased 1,000 shares of Murphy USA stock in a transaction on Tuesday, May 27th. The shares were purchased at an average cost of $435.58 per share, for a total transaction of $435,580.00. Following the completion of the transaction, the director now directly owns 1,000 shares in the company, valued at approximately $435,580. This represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 10.12% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of MUSA. SG Americas Securities LLC increased its holdings in Murphy USA by 21.1% during the 1st quarter. SG Americas Securities LLC now owns 1,210 shares of the specialty retailer's stock valued at $568,000 after purchasing an additional 211 shares in the last quarter. Sowell Financial Services LLC acquired a new stake in shares of Murphy USA in the first quarter valued at $236,000. LPL Financial LLC raised its holdings in shares of Murphy USA by 39.3% in the fourth quarter. LPL Financial LLC now owns 12,364 shares of the specialty retailer's stock valued at $6,204,000 after buying an additional 3,486 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in shares of Murphy USA by 63.5% in the first quarter. Farther Finance Advisors LLC now owns 157 shares of the specialty retailer's stock valued at $75,000 after buying an additional 61 shares during the last quarter. Finally, CX Institutional acquired a new position in Murphy USA during the 1st quarter worth about $59,000. Institutional investors own 80.81% of the company's stock.

Murphy USA Company Profile

Murphy USA Inc engages in marketing of retail motor fuel products and convenience merchandise. The company operates retail stores under the Murphy USA, Murphy Express, and QuickChek brands, as well as operates non-fuel convenience stores. It operates retail gasoline stores principally in the Southeast, Southwest, and Midwest United States.

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