Q1 Earnings Forecast for Murphy USA Issued By Zacks Research

Key Points

• Zacks Research raised Murphy USA’s Q1 2027 EPS estimate to $4.00 from $3.99 while maintaining a “Hold” rating. The firm also projects fiscal 2028 EPS of $29.68.
• Murphy USA recently exceeded quarterly expectations, reporting $11.27 EPS versus the $9.95 consensus and revenue of $6.81 billion, up 36% year over year.
• Analyst sentiment is broadly positive, with six Buy ratings and five Holds producing a “Moderate Buy” consensus and an average price target of $606.89. The company also raised its quarterly dividend to $0.65 per share.

Murphy USA Inc. (NYSE:MUSA - Free Report) - Investment analysts at Zacks Research boosted their Q1 2027 earnings per share (EPS) estimates for Murphy USA in a note issued to investors on Tuesday, September 8th. Zacks Research analyst Team now expects that the specialty retailer will post earnings of $4.00 per share for the quarter, up from their previous estimate of $3.99. 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 2028 earnings at $6.05 EPS, Q2 2028 earnings at $8.31 EPS and FY2028 earnings at $29.68 EPS.

Murphy USA (NYSE:MUSA - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $9.95 by $1.32. The firm had revenue of $6.81 billion during the quarter, compared to analyst estimates of $6.03 billion. Murphy USA had a return on equity of 96.01% and a net margin of 2.87%.Murphy USA's quarterly revenue was up 36.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $7.36 EPS.

Several other research firms have also recently issued reports on MUSA. Jefferies Financial Group raised Murphy USA from a "hold" rating to a "buy" rating and upped their price objective for the company from $550.00 to $625.00 in a research report on Wednesday, July 1st. Bank of America increased their price objective on Murphy USA from $600.00 to $625.00 and gave the company a "neutral" rating in a research report on Friday, July 10th. KeyCorp boosted their target price on Murphy USA from $600.00 to $680.00 and gave the stock an "overweight" rating in a research report on Friday, June 12th. Wells Fargo & Company raised their price target on shares of Murphy USA from $520.00 to $570.00 and gave the company an "equal weight" rating in a report on Monday, July 20th. Finally, The Goldman Sachs Group upgraded shares of Murphy USA from a "sell" rating to a "neutral" rating and lifted their price target for the stock from $380.00 to $550.00 in a research note on Monday, July 6th. Six research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat, Murphy USA has a consensus rating of "Moderate Buy" and a consensus target price of $606.89.

Murphy USA Trading Up 1.0%

Shares of NYSE MUSA opened at $516.51 on Wednesday. The firm's 50 day moving average price is $570.47 and its 200-day moving average price is $530.78. Murphy USA has a 52-week low of $349.83 and a 52-week high of $636.04. The company has a debt-to-equity ratio of 2.77, a quick ratio of 0.54 and a current ratio of 0.92. The company has a market cap of $9.54 billion, a PE ratio of 15.73, a P/E/G ratio of 1.46 and a beta of 0.25.

Murphy USA Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Monday, August 24th were issued a dividend of $0.65 per share. This is a boost from Murphy USA's previous quarterly dividend of $0.64. This represents a $2.60 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Monday, August 24th. Murphy USA's dividend payout ratio is presently 7.92%.

Insider Transactions at Murphy USA

In other Murphy USA news, Director Rosemary Turner sold 966 shares of the company's stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $571.88, for a total value of $552,436.08. Following the completion of the sale, the director owned 449 shares in the company, valued at $256,774.12. This represents a 68.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Eric Bartko sold 100 shares of the firm's stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $523.60, for a total value of $52,360.00. Following the completion of the transaction, the senior vice president directly owned 252 shares in the company, valued at $131,947.20. This trade represents a 28.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 9.02% of the company's stock.

Institutional Investors Weigh In On Murphy USA

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Huntington National Bank increased its stake 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 worth $25,000 after purchasing an additional 32 shares in the last quarter. EverSource Wealth Advisors LLC boosted its holdings in Murphy USA by 423.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer's stock worth $28,000 after buying an additional 55 shares during the period. Los Angeles Capital Management LLC purchased a new stake in Murphy USA in the 4th quarter worth $33,000. Root Financial Partners LLC raised its holdings in Murphy USA by 82.5% during the first quarter. Root Financial Partners LLC now owns 73 shares of the specialty retailer's stock valued at $36,000 after acquiring an additional 33 shares during the period. Finally, Keating Financial Advisory Services Inc. purchased a new position in shares of Murphy USA in the second quarter valued at about $37,000. 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.

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