Q3 Earnings Forecast for Murphy USA Issued By Zacks Research

Key Points

• Zacks Research has lowered its Q3 2026 earnings estimate for Murphy USA to $6.77 per share from a previous estimate of $6.92, maintaining a "Hold" rating on the stock.
• Murphy USA reported Q2 earnings of $7.36 per share, exceeding consensus estimates but experiencing an 8.2% decline in revenue year-over-year.
• The company recently declared an increased quarterly dividend of $0.53 per share, up from $0.50, reflecting a 0.6% yield.

Murphy USA Inc. (NYSE:MUSA - Free Report) - Equities researchers at Zacks Research cut their Q3 2026 EPS estimates for Murphy USA in a research report issued on Thursday, September 18th. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings per share of $6.77 for the quarter, down from their previous forecast of $6.92. 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 Q1 2027 earnings at $3.07 EPS.

A number of other research analysts have also recently commented on MUSA. KeyCorp restated an "overweight" rating and issued a $480.00 price target on shares of Murphy USA in a report on Friday, September 5th. Jefferies Financial Group downgraded shares of Murphy USA from a "buy" rating to a "hold" rating and set a $350.00 target price on the stock. in a research note on Friday, August 1st. Finally, Wells Fargo & Company decreased their price target on shares of Murphy USA from $520.00 to $440.00 and set an "overweight" rating for the company in a research note on Friday, August 1st. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $483.17.

Murphy USA Trading Down 0.3%

MUSA stock traded down $1.20 during midday trading on Monday, reaching $381.78. The company's stock had a trading volume of 262,737 shares, compared to its average volume of 310,177. Murphy USA has a 1 year low of $345.23 and a 1 year high of $561.08. The firm has a market capitalization of $7.36 billion, a price-to-earnings ratio of 15.86 and a beta of 0.44. The stock has a fifty day simple moving average of $391.22 and a two-hundred day simple moving average of $430.18. The company has a debt-to-equity ratio of 3.20, a quick ratio of 0.39 and a current ratio of 0.80.

Murphy USA (NYSE:MUSA - Get Free Report) last issued its quarterly earnings results on Wednesday, July 30th. The specialty retailer reported $7.36 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.82 by $0.54. Murphy USA had a return on equity of 64.63% and a net margin of 2.52%.The firm had revenue of $5.01 billion during the quarter, compared to analyst estimates of $5.17 billion. During the same period last year, the company earned $6.92 EPS. Murphy USA's quarterly revenue was down 8.2% compared to the same quarter last year.

Institutional Trading of Murphy USA

A number of institutional investors have recently modified their holdings of the company. GAMMA Investing LLC raised its stake in shares of Murphy USA by 53,469.2% during the 1st quarter. GAMMA Investing LLC now owns 553,906 shares of the specialty retailer's stock worth $260,231,000 after acquiring an additional 552,872 shares in the last quarter. River Road Asset Management LLC grew its holdings in Murphy USA by 24.0% in the second quarter. River Road Asset Management LLC now owns 491,641 shares of the specialty retailer's stock worth $200,000,000 after purchasing an additional 95,259 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Murphy USA by 0.8% during the second quarter. Geode Capital Management LLC now owns 446,654 shares of the specialty retailer's stock worth $181,732,000 after purchasing an additional 3,447 shares in the last quarter. Fuller & Thaler Asset Management Inc. lifted its holdings in shares of Murphy USA by 5.4% during the 1st quarter. Fuller & Thaler Asset Management Inc. now owns 442,130 shares of the specialty retailer's stock valued at $207,717,000 after purchasing an additional 22,733 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its position in shares of Murphy USA by 94.0% in the 1st quarter. JPMorgan Chase & Co. now owns 371,667 shares of the specialty retailer's stock worth $174,613,000 after purchasing an additional 180,055 shares in the last quarter. 80.81% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, Director Robert Madison Murphy purchased 5,000 shares of the business's stock in a transaction dated Tuesday, August 5th. The shares were acquired at an average cost of $367.01 per share, for a total transaction of $1,835,050.00. Following the acquisition, the director owned 389,172 shares of the company's stock, valued at $142,830,015.72. The trade was a 1.30% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Malynda K. West sold 1,859 shares of the company's stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $386.22, for a total value of $717,982.98. Following the sale, the chief operating officer owned 117,389 shares of the company's stock, valued at $45,337,979.58. This trade represents a 1.56% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 10.12% of the company's stock.

Murphy USA Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 4th. Shareholders of record on Monday, August 25th were given a dividend of $0.53 per share. This is a boost from Murphy USA's previous quarterly dividend of $0.50. The ex-dividend date of this dividend was Monday, August 25th. This represents a $2.12 annualized dividend and a yield of 0.6%. Murphy USA's payout ratio is 8.78%.

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.