Q2 Earnings Estimate for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSAFree Report) – Investment analysts at Zacks Research boosted their Q2 2026 earnings estimates for shares of Murphy USA in a research note issued to investors on Tuesday, June 23rd. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings per share of $8.29 for the quarter, up from their previous forecast of $8.28. Zacks Research currently 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 Q3 2026 earnings at $7.32 EPS, Q1 2027 earnings at $3.66 EPS, Q2 2027 earnings at $9.52 EPS, Q3 2027 earnings at $7.28 EPS, Q4 2027 earnings at $6.95 EPS and FY2027 earnings at $27.42 EPS.

Murphy USA (NYSE:MUSAGet Free Report) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share 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 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 previous year, the firm earned $2.63 EPS. Murphy USA’s revenue was up 6.5% compared to the same quarter last year.

MUSA has been the topic of a number of other reports. Bank of America raised shares of Murphy USA from an “underperform” rating to a “neutral” rating and boosted their price objective for the company from $350.00 to $550.00 in a report on Thursday, April 23rd. Royal Bank Of Canada lifted their price target on Murphy USA from $510.00 to $517.00 and gave the stock a “sector perform” rating in a research report on Thursday, April 30th. Weiss Ratings downgraded 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 Murphy USA in a research note on Thursday, March 26th. They set an “overweight” rating and a $539.00 price target on the stock. Finally, KeyCorp increased their price objective on Murphy USA from $600.00 to $680.00 and gave the company an “overweight” rating in a report on Friday, June 12th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $539.50.

Read Our Latest Analysis on MUSA

Murphy USA Trading Up 0.0%

NYSE MUSA opened at $551.36 on Wednesday. The company has a fifty day simple moving average of $548.13 and a two-hundred day simple moving average of $470.74. The stock has a market cap of $10.18 billion, a P/E ratio of 19.06, a P/E/G ratio of 1.81 and a beta of 0.30. Murphy USA has a 12-month low of $345.23 and a 12-month high of $636.04. 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 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 paid a $0.64 dividend. The ex-dividend date was Monday, May 18th. This is an increase 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 0.5%. Murphy USA’s dividend payout ratio (DPR) is currently 8.85%.

Insider Buying and Selling at Murphy USA

In other news, Director Robert Madison Murphy sold 41,500 shares of Murphy USA stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $596.96, for a total transaction of $24,773,840.00. Following the completion of the transaction, the director directly owned 342,212 shares of the company’s stock, valued at $204,286,875.52. The trade was a 10.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Renee M. Bacon sold 1,050 shares of the business’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $529.44, for a total transaction 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 represents a 25.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 46,225 shares of company stock worth $27,363,392. Insiders own 9.02% of the company’s stock.

Institutional Trading of Murphy USA

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Barclays PLC lifted 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 buying an additional 323,331 shares in the last quarter. AQR Capital Management LLC increased its holdings in Murphy USA by 149.9% in the 4th quarter. AQR Capital Management LLC now owns 507,418 shares of the specialty retailer’s stock worth $204,753,000 after acquiring an additional 304,354 shares in the last quarter. Alliancebernstein L.P. raised its position in Murphy USA by 676.7% during the second quarter. Alliancebernstein L.P. now owns 170,215 shares of the specialty retailer’s stock worth $69,243,000 after acquiring an additional 148,301 shares during the period. Norges Bank purchased a new position in Murphy USA during the fourth quarter valued at $50,726,000. Finally, SG Americas Securities LLC lifted its holdings in Murphy USA by 1,723.1% during the fourth quarter. SG Americas Securities LLC now owns 132,450 shares of the specialty retailer’s stock valued at $53,446,000 after purchasing an additional 125,185 shares in the last quarter. Institutional investors and hedge funds own 80.81% of the company’s stock.

About Murphy USA

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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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Earnings History and Estimates for Murphy USA (NYSE:MUSA)

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