Q4 Earnings Forecast for Murphy USA Issued By Zacks Research

Key Points

• Zacks Research raised its Q4 2026 EPS estimate for Murphy USA to $7.07 (from $6.88) and projects FY2026 EPS of $27.66; Murphy USA last reported a $7.53 EPS (beating consensus) while quarterly revenue of $4.74B slightly missed estimates.
• Analyst coverage is mixed — MarketBeat shows an average rating of Hold and an average target of $483.43, but JPMorgan and KeyCorp recently issued Overweight ratings with higher targets (up to $600) while RBC cut its target to $445; shares trade around $518 near their 52‑week high with a P/E of 21.34.
• Institutional investors have been adding to positions (Barclays, AQR, AllianceBernstein, Norges Bank), lifting institutional ownership to about 80.8%, while insiders sold roughly 10,919 shares in the last 90 days; the company pays a quarterly dividend of $0.63 (≈0.5% yield).

Murphy USA Inc. (NYSE:MUSA - Free Report) - Research analysts at Zacks Research boosted their Q4 2026 earnings per share estimates for shares of Murphy USA in a research note issued on Monday, April 27th. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings of $7.07 per share for the quarter, up from their previous estimate of $6.88. The consensus estimate for Murphy USA's current full-year earnings is $27.66 per share. Zacks Research also issued estimates for Murphy USA's Q4 2027 earnings at $7.25 EPS and FY2027 earnings at $27.33 EPS.

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 analysts' consensus estimates of $6.67 by $0.86. Murphy USA had a return on equity of 75.75% and a net margin of 2.43%.The company had revenue of $4.74 billion for the quarter, compared to analyst estimates of $4.88 billion. During the same period in the prior year, the company posted $6.96 EPS. Murphy USA's quarterly revenue was up .7% on a year-over-year basis.

Other equities analysts have also issued reports about the company. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Murphy USA in a research report on Monday, December 29th. Royal Bank Of Canada cut their target price on Murphy USA from $467.00 to $445.00 and set a "sector perform" rating on the stock in a research report on Thursday, February 5th. JPMorgan Chase & Co. started coverage on Murphy USA in a research report on Thursday, March 26th. They issued an "overweight" rating and a $539.00 target price on the stock. KeyCorp upped their target price on Murphy USA from $560.00 to $600.00 and gave the company an "overweight" rating in a research report on Friday. Finally, Wells Fargo & Company upped their target price on Murphy USA from $400.00 to $450.00 and gave the company an "equal weight" rating in a research report on Tuesday, April 14th. Three analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Hold" and an average target price of $483.43.

Murphy USA Stock Performance

Shares of MUSA opened at $518.17 on Tuesday. The business's 50 day moving average is $463.47 and its two-hundred day moving average is $420.09. Murphy USA has a 52-week low of $345.23 and a 52-week high of $539.71. The firm has a market cap of $9.59 billion, a price-to-earnings ratio of 21.34, a PEG ratio of 2.04 and a beta of 0.23. The company has a quick ratio of 0.36, a current ratio of 0.80 and a debt-to-equity ratio of 3.47.

Institutional Investors Weigh In On Murphy USA

Several institutional investors and hedge funds have recently made changes to their positions in MUSA. Barclays PLC raised its position in shares of Murphy USA by 318.6% during the 3rd quarter. Barclays PLC now owns 424,818 shares of the specialty retailer's stock valued at $164,940,000 after acquiring an additional 323,331 shares in the last quarter. AQR Capital Management LLC raised its position in shares of Murphy USA by 149.9% during the 4th quarter. AQR Capital Management LLC now owns 507,418 shares of the specialty retailer's stock valued at $204,753,000 after acquiring an additional 304,354 shares in the last quarter. Alliancebernstein L.P. raised its position in shares of Murphy USA by 676.7% during the 2nd quarter. Alliancebernstein L.P. now owns 170,215 shares of the specialty retailer's stock valued at $69,243,000 after acquiring an additional 148,301 shares in the last quarter. Norges Bank acquired a new stake in shares of Murphy USA during the 4th quarter valued at approximately $50,726,000. 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 valued at $53,446,000 after acquiring an additional 125,185 shares in the last quarter. 80.81% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Murphy USA

In related news, SVP Eric J. Bartko sold 345 shares of the company's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $404.84, for a total transaction of $139,669.80. Following the sale, the senior vice president directly owned 352 shares of the company's stock, valued at approximately $142,503.68. This represents a 49.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Keith A. Emery sold 899 shares of the company's stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $382.53, for a total value of $343,894.47. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 10,919 shares of company stock worth $4,490,690. 9.02% of the stock is owned by insiders.

Murphy USA Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Monday, February 23rd were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, February 23rd. Murphy USA's dividend payout ratio is currently 10.38%.

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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