FY2026 EPS Estimates for Murphy USA Boosted by Analyst

Murphy USA Inc. (NYSE:MUSA) – Stock analysts at Zacks Research boosted their FY2026 earnings estimates for shares of Murphy USA in a research note issued on Thursday, July 9th. Zacks Research analyst Team now anticipates that the specialty retailer will earn $30.15 per share for the year, up from their prior forecast of $30.10. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $32.58 per share. Zacks Research also issued estimates for Murphy USA’s Q4 2026 earnings at $7.24 EPS, Q2 2027 earnings at $9.53 EPS and Q2 2028 earnings at $8.00 EPS.

Murphy USA (NYSE:MUSA) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.37 by $1.91. Murphy USA had a net margin of 2.81% and a return on equity of 91.05%. The business had revenue of $4.82 billion during the quarter, compared to the consensus estimate of $4.70 billion. During the same quarter last year, the firm earned $2.63 earnings per share. The firm’s quarterly revenue was up 6.5% compared to the same quarter last year.

A number of other brokerages have also issued reports on MUSA. Bank of America raised their price target on Murphy USA from $600.00 to $625.00 and gave the stock a “neutral” rating in a research note on Friday. Wall Street Zen upgraded Murphy USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 27th. Capital One Financial assumed coverage on Murphy USA in a research report on Monday, June 22nd. They set an “overweight” rating and a $710.00 target price for the company. KeyCorp boosted their target price on shares of Murphy USA from $600.00 to $680.00 and gave the company an “overweight” rating in a research note on Friday, June 12th. Finally, Wells Fargo & Company boosted their target price on shares of Murphy USA from $450.00 to $520.00 and gave the company an “equal weight” rating in a research note on Friday, May 1st. Six analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, Murphy USA has an average rating of “Moderate Buy” and a consensus price target of $579.56.

Murphy USA Trading Up 0.1%

MUSA opened at $590.59 on Monday. The company has a debt-to-equity ratio of 3.24, a quick ratio of 0.48 and a current ratio of 0.83. The stock’s 50 day moving average price is $560.27 and its 200-day moving average price is $485.17. Murphy USA has a one year low of $345.23 and a one year high of $636.04. The stock has a market cap of $10.91 billion, a price-to-earnings ratio of 20.41, a P/E/G ratio of 2.31 and a beta of 0.30.

Murphy USA Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Monday, May 18th were issued a $0.64 dividend. The ex-dividend date was Monday, May 18th. This is a positive change from Murphy USA’s previous quarterly dividend of $0.63. This represents a $2.56 dividend on an annualized basis and a dividend yield of 0.4%. Murphy USA’s dividend payout ratio (DPR) is presently 8.85%.

Insider Transactions at Murphy USA

In other Murphy USA news, SVP Renee M. Bacon sold 1,050 shares of Murphy USA stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $529.44, for a total transaction of $555,912.00. Following the completion of the sale, the senior vice president directly owned 3,083 shares of the company’s stock, valued at $1,632,263.52. The trade was a 25.41% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Scott G. Woodward sold 158 shares of Murphy USA stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $600.50, for a total value of $94,879.00. Following the sale, the senior vice president directly owned 476 shares of the company’s stock, valued at approximately $285,838. This trade represents a 24.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 46,225 shares of company stock valued at $27,363,392 in the last ninety days. Corporate insiders own 9.02% of the company’s stock.

Hedge Funds Weigh In On Murphy USA

Institutional investors have recently made changes to their positions in the company. AQR Capital Management LLC raised its holdings in shares of Murphy USA by 149.9% in the fourth 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. River Road Asset Management LLC grew its holdings in Murphy USA by 1.6% during the 4th quarter. River Road Asset Management LLC now owns 506,214 shares of the specialty retailer’s stock worth $204,267,000 after acquiring an additional 7,973 shares in the last quarter. Morgan Stanley increased its position in Murphy USA by 45.6% during the 4th quarter. Morgan Stanley now owns 318,473 shares of the specialty retailer’s stock valued at $128,511,000 after purchasing an additional 99,798 shares during the period. Dimensional Fund Advisors LP increased its position in Murphy USA by 0.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 300,758 shares of the specialty retailer’s stock valued at $121,365,000 after purchasing an additional 1,930 shares during the period. Finally, Alliancebernstein L.P. increased its position in 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 purchasing an additional 148,301 shares during the period. 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.