Q3 Earnings Forecast for Murphy USA Issued By Zacks Research

Key Points

• Zacks Research has reduced its Q3 2025 earnings per share estimate for Murphy USA from $7.19 to $6.59, maintaining a "Hold" rating on the stock.
• Murphy USA recently reported a quarterly earnings of $7.36 EPS, exceeding expectations but experienced an 8.2% year-over-year decline in revenue, totaling $5.01 billion.
• The company has announced an increase in its quarterly dividend from $0.50 to $0.53, with a dividend yield of 0.6% and a payout ratio of 8.28%.

Murphy USA Inc. (NYSE:MUSA - Free Report) - Research analysts at Zacks Research decreased their Q3 2025 earnings estimates for shares of Murphy USA in a research report issued on Wednesday, August 20th. Zacks Research analyst Team now anticipates that the specialty retailer will earn $6.59 per share for the quarter, down from their previous forecast of $7.19. 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 Q4 2025 earnings at $6.62 EPS, Q2 2026 earnings at $7.53 EPS, Q3 2026 earnings at $6.92 EPS and FY2027 earnings at $27.30 EPS.

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

A number of other research firms also recently issued reports on MUSA. Stephens cut their price objective on shares of Murphy USA from $530.00 to $475.00 and set an "overweight" rating for the company in a report on Friday, May 9th. Jefferies Financial Group cut shares of Murphy USA from a "buy" rating to a "hold" rating and set a $350.00 target price for the company. in a research report on Friday, August 1st. KeyCorp decreased their price target on shares of Murphy USA from $500.00 to $480.00 and set an "overweight" rating for the company in a research report on Friday, July 25th. Raymond James Financial lowered shares of Murphy USA from an "outperform" rating to a "market perform" rating in a research note on Friday, May 9th. Finally, Wall Street Zen lowered shares of Murphy USA from a "buy" rating to a "hold" rating in a research note on Friday, May 9th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $476.29.

Murphy USA Stock Performance

NYSE MUSA traded down $6.71 during trading on Monday, reaching $371.63. The company's stock had a trading volume of 73,224 shares, compared to its average volume of 294,423. The company has a current ratio of 0.80, a quick ratio of 0.39 and a debt-to-equity ratio of 3.20. The firm has a market capitalization of $7.17 billion, a price-to-earnings ratio of 15.37 and a beta of 0.42. Murphy USA has a 12 month low of $345.23 and a 12 month high of $561.08. The firm has a 50 day moving average price of $403.11 and a 200 day moving average price of $441.58.

Hedge Funds Weigh In On Murphy USA

Hedge funds have recently bought and sold shares of the business. GW&K Investment Management LLC purchased a new stake in shares of Murphy USA during the 1st quarter valued at about $27,000. EverSource Wealth Advisors LLC increased its position in shares of Murphy USA by 423.1% during the 2nd 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 during the last quarter. Ameritas Advisory Services LLC purchased a new stake in shares of Murphy USA during the 2nd quarter valued at about $29,000. TCTC Holdings LLC increased its position in shares of Murphy USA by 116.7% during the 1st quarter. TCTC Holdings LLC now owns 65 shares of the specialty retailer's stock valued at $31,000 after purchasing an additional 35 shares during the last quarter. Finally, Golden State Wealth Management LLC increased its position in shares of Murphy USA by 1,925.0% during the 2nd quarter. Golden State Wealth Management LLC now owns 81 shares of the specialty retailer's stock valued at $33,000 after purchasing an additional 77 shares during the last quarter. Hedge funds and other institutional investors own 80.81% of the company's stock.

Insider Buying and Selling

In other news, Director Robert Madison Murphy bought 5,000 shares of the firm's stock in a transaction that occurred on Tuesday, August 5th. The shares were bought at an average cost of $367.01 per share, with a total value of $1,835,050.00. Following the completion of the purchase, the director directly owned 389,172 shares in the company, valued at $142,830,015.72. This represents a 1.30% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Also, COO Malynda K. West sold 1,859 shares of the business's stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $386.22, for a total transaction of $717,982.98. Following the transaction, the chief operating officer directly owned 117,389 shares in the company, valued at approximately $45,337,979.58. The trade was a 1.56% decrease in their ownership of the stock. The disclosure for this sale can be found here. 9.04% of the stock is currently owned by company insiders.

Murphy USA Increases Dividend

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

About Murphy USA

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.