Q3 Earnings Estimate for Murphy USA Issued By Zacks Research

Key Points

• Zacks Research nudged up its Q3 2027 EPS estimate for Murphy USA to $6.86 (from $6.85) and forecasts Q4 EPS of $7.06, with a full‑year consensus of $26.45 per share.
• Murphy USA last reported EPS of $7.53, beating estimates by $0.86 while revenue missed expectations ($4.74B vs. $4.88B); the quarter showed a very high ROE (75.75%) but a thin net margin (2.43%).
• Analyst views are mixed: the consensus rating is Hold with a $447.33 target, though JPMorgan started coverage at "overweight" with a $539 target; the stock trades near $493 with a market cap around $9.1B.

Murphy USA Inc. (NYSE:MUSA - Free Report) - Equities researchers at Zacks Research raised their Q3 2027 EPS estimates for shares of Murphy USA in a research note issued to investors on Tuesday, March 31st. Zacks Research analyst Team now forecasts that the specialty retailer will earn $6.86 per share for the quarter, up from their previous forecast of $6.85. 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 2027 earnings at $7.06 EPS.

A number of other equities analysts have also weighed in on MUSA. JPMorgan Chase & Co. started coverage on shares of Murphy USA in a research report on Thursday, March 26th. They issued an "overweight" rating and a $539.00 price target for the company. Wall Street Zen upgraded Murphy USA from a "hold" rating to a "buy" rating in a report on Saturday. Royal Bank Of Canada reduced their target price on shares of Murphy USA from $467.00 to $445.00 and set a "sector perform" rating on the stock in a report on Thursday, February 5th. Weiss Ratings restated a "hold (c)" rating on shares of Murphy USA in a report on Monday, December 29th. Finally, Wells Fargo & Company reduced their price objective on shares of Murphy USA from $410.00 to $400.00 and set an "equal weight" rating on the stock in a research report on Friday, February 6th. Three analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus target price of $447.33.

Murphy USA Stock Performance

NYSE:MUSA opened at $493.55 on Wednesday. The stock has a 50-day simple moving average of $426.92 and a two-hundred day simple moving average of $404.17. The firm has a market capitalization of $9.13 billion, a PE ratio of 20.33, a P/E/G ratio of 3.37 and a beta of 0.40. The company has a debt-to-equity ratio of 3.47, a quick ratio of 0.36 and a current ratio of 0.80. Murphy USA has a 52-week low of $345.23 and a 52-week high of $523.09.

Murphy USA (NYSE:MUSA - Get Free Report) last announced its earnings results on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.67 by $0.86. Murphy USA had a net margin of 2.43% and a return on equity of 75.75%. The company had revenue of $4.74 billion during the quarter, compared to analyst estimates of $4.88 billion. During the same period in the previous year, the business posted $6.96 earnings per share. The firm's quarterly revenue was up .7% compared to the same quarter last year.

Murphy USA Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Monday, February 23rd were issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date was Monday, February 23rd. Murphy USA's dividend payout ratio (DPR) is currently 10.38%.

Insider Buying and Selling

In other news, SVP Eric J. Bartko sold 345 shares of the company's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $404.84, for a total transaction of $139,669.80. Following the transaction, the senior vice president owned 352 shares in the company, valued at $142,503.68. This represents a 49.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Renee M. Bacon sold 2,844 shares of the business's stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $388.61, for a total transaction of $1,105,206.84. Following the sale, the senior vice president directly owned 3,083 shares in the company, valued at approximately $1,198,084.63. This represents a 47.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 14,970 shares of company stock valued at $6,212,365 over the last quarter. Insiders own 10.12% of the company's stock.

Institutional Trading of Murphy USA

Several large investors have recently added to or reduced their stakes in the company. Barclays PLC increased its holdings in Murphy USA by 318.6% in the 3rd quarter. Barclays PLC now owns 424,818 shares of the specialty retailer's stock worth $164,940,000 after buying an additional 323,331 shares during the period. AQR Capital Management LLC increased its stake in shares of Murphy USA by 149.9% in the 4th quarter. AQR Capital Management LLC now owns 507,418 shares of the specialty retailer's stock valued at $204,753,000 after purchasing an additional 304,354 shares in the last quarter. Norges Bank purchased a new stake in shares of Murphy USA in the second quarter valued at approximately $93,967,000. Alliancebernstein L.P. raised its position in Murphy USA by 676.7% during the second quarter. Alliancebernstein L.P. now owns 170,215 shares of the specialty retailer's stock worth $69,243,000 after acquiring an additional 148,301 shares during the period. Finally, SG Americas Securities LLC raised its position in shares of Murphy USA by 1,723.1% during the 4th quarter. SG Americas Securities LLC now owns 132,450 shares of the specialty retailer's stock worth $53,446,000 after purchasing an additional 125,185 shares during the last quarter. Hedge funds and other institutional investors own 80.81% of the company's stock.

Murphy USA Company Profile

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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