Research Analysts Issue Forecasts for Murphy USA Q3 Earnings

Key Points

• Zacks Research raised Murphy USA’s Q3 2026 EPS forecast to $8.27 from $7.33, while maintaining a “Hold” rating. The firm projects full-year 2026 EPS of $34.46.
• Murphy USA’s latest quarter exceeded expectations, with EPS of $11.27 versus the $9.95 consensus and revenue of $6.81 billion, up 36% year over year.
• The stock has a consensus “Moderate Buy” rating and an average price target of $606.89, while Murphy USA increased its quarterly dividend to $0.65 per share.

Murphy USA Inc. (NYSE:MUSA - Free Report) - Research analysts at Zacks Research boosted their Q3 2026 earnings per share (EPS) estimates for shares of Murphy USA in a report released on Wednesday, August 26th. Zacks Research analyst Team now forecasts that the specialty retailer will earn $8.27 per share for the quarter, up from their previous estimate of $7.33. Zacks Research currently 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 FY2026 earnings at $34.46 EPS, Q1 2027 earnings at $3.99 EPS, Q2 2027 earnings at $8.73 EPS, Q3 2027 earnings at $9.51 EPS, FY2027 earnings at $28.82 EPS, Q1 2028 earnings at $6.01 EPS and Q2 2028 earnings at $8.29 EPS.

Murphy USA (NYSE:MUSA - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 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 business had revenue of $6.81 billion for the quarter, compared to analysts' expectations of $6.03 billion. During the same period last year, the business earned $7.36 earnings per share. The business's quarterly revenue was up 36.0% on a year-over-year basis.

A number of other equities analysts have also recently commented on MUSA. Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $619.00 price target on shares of Murphy USA in a research note on Wednesday, July 29th. KeyCorp increased their price objective on Murphy USA from $600.00 to $680.00 and gave the company an "overweight" rating in a research note on Friday, June 12th. Wells Fargo & Company raised their target price on shares of Murphy USA from $520.00 to $570.00 and gave the stock an "equal weight" rating in a report on Monday, July 20th. Capital One Financial started coverage on shares of Murphy USA in a research note on Monday, June 22nd. They issued an "overweight" rating and a $710.00 target price on the stock. Finally, Wall Street Zen upgraded shares of Murphy USA from a "buy" rating to a "strong-buy" rating in a report on Saturday, June 27th. Six equities 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.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $606.89.

Murphy USA Trading Down 4.2%

NYSE MUSA opened at $509.12 on Friday. The firm has a market cap of $9.40 billion, a PE ratio of 15.50, a price-to-earnings-growth ratio of 1.56 and a beta of 0.28. Murphy USA has a 1-year low of $349.83 and a 1-year high of $636.04. The stock has a 50-day moving average of $573.94 and a 200-day moving average of $523.42. The company has a current ratio of 0.92, a quick ratio of 0.54 and a debt-to-equity ratio of 2.77.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Huntington National Bank raised its position in shares of Murphy USA by 106.7% in the 4th quarter. Huntington National Bank now owns 62 shares of the specialty retailer's stock worth $25,000 after acquiring an additional 32 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position 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 valued at $28,000 after purchasing an additional 55 shares in the last quarter. Keating Financial Advisory Services Inc. bought a new stake in shares of Murphy USA during the second quarter valued at approximately $37,000. Root Financial Partners LLC grew its stake in Murphy USA by 82.5% in the first quarter. Root Financial Partners LLC now owns 73 shares of the specialty retailer's stock worth $36,000 after purchasing an additional 33 shares during the period. Finally, Los Angeles Capital Management LLC purchased a new stake in Murphy USA in the fourth quarter worth $33,000. Hedge funds and other institutional investors own 80.81% of the company's stock.

Insider Transactions at Murphy USA

In related news, Director Rosemary Turner sold 966 shares of the 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 directly owned 449 shares of the company's stock, valued at $256,774.12. This represents a 68.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, 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 transaction of $1,641,750.00. Following the completion of the sale, the director 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 disclosure for this sale is available in the SEC filing. Insiders own 9.02% of the company's stock.

Murphy USA Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Monday, August 24th will be paid a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, August 24th. This is a positive change from Murphy USA's previous quarterly dividend of $0.64. Murphy USA's payout ratio is presently 7.92%.

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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