Murphy USA FY2026 EPS Forecast Reduced by Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Analysts at Zacks Research dropped their FY2026 EPS estimates for Murphy USA in a research report issued to clients and investors on Thursday, June 18th. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings per share of $30.10 for the year, down from their prior estimate of $30.19. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $32.30 per share. Zacks Research also issued estimates for Murphy USA’s Q4 2026 earnings at $7.23 EPS, Q1 2027 earnings at $3.80 EPS, Q2 2027 earnings at $9.56 EPS, Q3 2027 earnings at $7.33 EPS, FY2027 earnings at $27.69 EPS and Q1 2028 earnings at $5.92 EPS.

Other equities analysts have also recently issued research reports about the company. Royal Bank Of Canada raised their target price on Murphy USA from $510.00 to $517.00 and gave the stock a “sector perform” rating in a report on Thursday, April 30th. Wells Fargo & Company increased their price target on shares of Murphy USA from $450.00 to $520.00 and gave the company an “equal weight” rating in a research report on Friday, May 1st. Weiss Ratings lowered shares of Murphy USA from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, June 15th. JPMorgan Chase & Co. began coverage on shares of Murphy USA in a report on Thursday, March 26th. They set an “overweight” rating and a $539.00 price objective for the company. Finally, Wall Street Zen downgraded shares of Murphy USA from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 30th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, Murphy USA has a consensus rating of “Moderate Buy” and a consensus price target of $515.14.

Murphy USA Trading Down 0.1%

NYSE MUSA opened at $550.85 on Monday. The stock has a 50-day simple moving average of $545.82 and a 200 day simple moving average of $468.45. The company has a market capitalization of $10.17 billion, a PE ratio of 19.04, a P/E/G ratio of 1.81 and a beta of 0.30. The company has a current ratio of 0.83, a quick ratio of 0.48 and a debt-to-equity ratio of 3.24. Murphy USA has a 12 month low of $345.23 and a 12 month high of $636.04.

Murphy USA (NYSE:MUSA) last posted its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share for the quarter, beating analysts’ consensus estimates of $5.37 by $1.91. Murphy USA had a return on equity of 91.05% and a net margin of 2.81%.The company had revenue of $4.82 billion for the quarter, compared to the consensus estimate of $4.70 billion. During the same quarter in the prior year, the business posted $2.63 EPS. The firm’s quarterly revenue was up 6.5% on a year-over-year basis.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Kenora Financial LLC boosted its holdings in Murphy USA by 3.3% during the first quarter. Kenora Financial LLC now owns 654 shares of the specialty retailer’s stock worth $323,000 after purchasing an additional 21 shares during the last quarter. Enhancing Capital LLC grew its position in Murphy USA by 2.1% in the 4th quarter. Enhancing Capital LLC now owns 1,132 shares of the specialty retailer’s stock worth $457,000 after purchasing an additional 23 shares in the last quarter. NBC Securities Inc. lifted its position in shares of Murphy USA by 1.4% during the 4th quarter. NBC Securities Inc. now owns 1,752 shares of the specialty retailer’s stock worth $707,000 after buying an additional 24 shares in the last quarter. Fifth Third Wealth Advisors LLC lifted its position in shares of Murphy USA by 3.0% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 864 shares of the specialty retailer’s stock worth $427,000 after buying an additional 25 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its stake in shares of Murphy USA by 1.9% in the 3rd quarter. NewEdge Advisors LLC now owns 1,470 shares of the specialty retailer’s stock worth $571,000 after buying an additional 28 shares during the last quarter. Institutional investors and hedge funds own 80.81% of the company’s stock.

Insider Buying and Selling

In related news, SVP Renee M. Bacon sold 1,050 shares of the firm’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $529.44, for a total value of $555,912.00. Following the completion of the transaction, the senior vice president owned 3,083 shares of the company’s stock, valued at approximately $1,632,263.52. This trade represents a 25.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Scott G. Woodward sold 158 shares of the firm’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $600.50, for a total transaction of $94,879.00. Following the completion of the transaction, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,225 shares of company stock valued at $27,363,392 over the last ninety days. Insiders own 9.02% of the company’s stock.

Murphy USA Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Monday, May 18th were issued a $0.64 dividend. This represents a $2.56 dividend on an annualized basis and a dividend yield of 0.5%. This is a boost from Murphy USA’s previous quarterly dividend of $0.63. The ex-dividend date was Monday, May 18th. Murphy USA’s dividend payout ratio is 8.85%.

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.