Murphy USA Inc. (NYSE:MUSA - Free Report) - Zacks Research raised their Q4 2026 EPS estimates for Murphy USA in a report issued on Wednesday, August 26th. Zacks Research analyst Team now expects that the specialty retailer will post earnings per share of $7.65 for the quarter, up from their prior estimate of $7.24. Zacks Research has a "Hold" rating on the stock. The consensus estimate for Murphy USA's current full-year earnings is $33.84 per share. Zacks Research also issued estimates for Murphy USA's Q4 2027 earnings at $6.59 EPS and FY2028 earnings at $29.59 EPS.
Murphy USA (NYSE:MUSA - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The specialty retailer reported $11.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $9.95 by $1.32. Murphy USA had a net margin of 2.87% and a return on equity of 96.01%. The firm had revenue of $6.81 billion during the quarter, compared to the consensus estimate of $6.03 billion. During the same quarter in the previous year, the firm posted $7.36 EPS. The business's revenue for the quarter was up 36.0% compared to the same quarter last year.
A number of other analysts also recently weighed in on MUSA. Capital One Financial began coverage on Murphy USA in a research report on Monday, June 22nd. They set an "overweight" rating and a $710.00 target price for the company. Bank of America raised their price target on Murphy USA from $600.00 to $625.00 and gave the stock a "neutral" rating in a research report on Friday, July 10th. Jefferies Financial Group raised shares of Murphy USA from a "hold" rating to a "buy" rating and upped their price objective for the stock from $550.00 to $625.00 in a research report on Wednesday, July 1st. The Goldman Sachs Group upgraded shares of Murphy USA from a "sell" rating to a "neutral" rating and increased their price objective for the stock from $380.00 to $550.00 in a research note on Monday, July 6th. Finally, Royal Bank Of Canada reiterated a "sector perform" rating and set a $619.00 price objective on shares of Murphy USA in a research note on Wednesday, July 29th. Six investment 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, the stock currently has an average rating of "Moderate Buy" and an average price target of $606.89.
View Our Latest Analysis on MUSA
Murphy USA Stock Down 2.3%
Shares of MUSA opened at $532.05 on Thursday. 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 firm's 50 day moving average is $574.77 and its 200-day moving average is $522.50. The stock has a market capitalization of $9.83 billion, a PE ratio of 16.20, a P/E/G ratio of 1.60 and a beta of 0.28.
Institutional Investors Weigh In On Murphy USA
Hedge funds have recently made changes to their positions in the stock. Huntington National Bank increased its position in Murphy USA by 106.7% during the 4th 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 grew its stake in shares of Murphy USA by 423.1% during the second 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 last quarter. Los Angeles Capital Management LLC bought a new stake in shares of Murphy USA during the fourth quarter worth $33,000. Root Financial Partners LLC increased its holdings in shares of Murphy USA by 82.5% during the first quarter. Root Financial Partners LLC now owns 73 shares of the specialty retailer's stock worth $36,000 after buying an additional 33 shares in the last quarter. Finally, Keating Financial Advisory Services Inc. acquired a new position in shares of Murphy USA during the second quarter worth $37,000. 80.81% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets
In related news, Director Diane N. Landen sold 3,000 shares of the firm's stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $547.25, for a total value of $1,641,750.00. Following the sale, the director directly owned 53,841 shares of the company's stock, valued at $29,464,487.25. This trade represents a 5.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Rosemary Turner sold 966 shares of Murphy USA stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $571.88, for a total value of $552,436.08. Following the completion of the transaction, the director owned 449 shares in the company, valued at approximately $256,774.12. This represents a 68.27% decrease in their position. The disclosure for this sale is available in the SEC filing. 9.02% of the stock is currently owned by insiders.
Murphy USA Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Monday, August 24th will be paid a $0.65 dividend. This represents a $2.60 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Monday, August 24th. This is a positive change from Murphy USA's previous quarterly dividend of $0.64. Murphy USA's dividend payout ratio is 7.92%.
Murphy USA Company Profile
(
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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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