Q3 EPS Estimates for Murphy USA Decreased by Zacks Research

Key Points

• Zacks Research has reduced its Q3 2025 EPS estimate for Murphy USA from $6.30 to $6.28, maintaining a "Strong Sell" rating on the stock.
• Murphy USA's recent quarterly earnings showed an EPS of $7.36, exceeding expectations but reporting a revenue decline of 8.2% year-over-year.
• The company has increased its quarterly dividend from $0.50 to $0.53, resulting in an annualized yield of 0.6%.

Murphy USA Inc. (NYSE:MUSA - Free Report) - Equities research analysts at Zacks Research dropped their Q3 2025 earnings per share (EPS) estimates for Murphy USA in a research note issued on Wednesday, October 8th. Zacks Research analyst Team now expects that the specialty retailer will earn $6.28 per share for the quarter, down from their previous estimate of $6.30. Zacks Research currently has a "Strong Sell" 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 $6.41 EPS, FY2025 earnings at $22.68 EPS, Q2 2026 earnings at $7.41 EPS, Q1 2027 earnings at $3.10 EPS, Q2 2027 earnings at $8.35 EPS and FY2027 earnings at $26.78 EPS.

Several other equities analysts have also weighed in on MUSA. KeyCorp restated an "overweight" rating and issued a $480.00 price target on shares of Murphy USA in a research note on Friday, September 5th. Wells Fargo & Company decreased their price objective on Murphy USA from $520.00 to $440.00 and set an "overweight" rating on the stock in a report on Friday, August 1st. Weiss Ratings reissued a "hold (c)" rating on shares of Murphy USA in a research report on Wednesday. Finally, Jefferies Financial Group lowered Murphy USA from a "buy" rating to a "hold" rating and set a $350.00 price objective on the stock. in a research report on Friday, August 1st. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $483.17.

Murphy USA Stock Performance

Shares of MUSA opened at $374.13 on Thursday. The stock has a 50-day moving average of $383.24 and a two-hundred day moving average of $425.45. Murphy USA has a one year low of $345.23 and a one year high of $561.08. The company has a debt-to-equity ratio of 3.20, a quick ratio of 0.39 and a current ratio of 0.80. The stock has a market cap of $7.22 billion, a P/E ratio of 15.49 and a beta of 0.42.

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

Murphy USA Increases Dividend

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

Insider Activity at Murphy USA

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

Hedge Funds Weigh In On Murphy USA

Several institutional investors have recently added to or reduced their stakes in MUSA. GW&K Investment Management LLC bought a new stake in shares of Murphy USA during the first quarter worth approximately $27,000. TCTC Holdings LLC boosted its holdings in Murphy USA by 116.7% during the first quarter. TCTC Holdings LLC now owns 65 shares of the specialty retailer's stock worth $31,000 after purchasing an additional 35 shares during the last quarter. EverSource Wealth Advisors LLC lifted its stake in Murphy USA by 423.1% in the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer's stock valued at $28,000 after acquiring an additional 55 shares during the last quarter. Ameritas Advisory Services LLC bought a new position in shares of Murphy USA in the second quarter valued at about $29,000. Finally, Golden State Wealth Management LLC raised its position in shares of Murphy USA by 1,925.0% in the second 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 period. 80.81% of the stock is owned by institutional investors.

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.

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