Murphy USA Inc. (NYSE:MUSA) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of Murphy USA Inc. (NYSE:MUSA) have received a consensus rating of “Moderate Buy” from the eleven research firms that are currently covering the company, MarketBeat.com reports. Five research analysts have rated the stock with a hold recommendation and six have given a buy recommendation to the company. The average twelve-month price objective among brokerages that have updated their coverage on the stock in the last year is $606.8889.

MUSA has been the subject of several research analyst reports. Capital One Financial assumed coverage on Murphy USA in a report on Monday, June 22nd. They issued an “overweight” rating and a $710.00 price objective for the company. JPMorgan Chase & Co. lowered their target price on shares of Murphy USA from $655.00 to $633.00 and set an “overweight” rating on the stock in a research note on Friday, August 7th. Wells Fargo & Company raised their price target on shares of Murphy USA from $520.00 to $570.00 and gave the company an “equal weight” rating in a report on Monday, July 20th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $619.00 price target on shares of Murphy USA in a research note on Wednesday, July 29th. Finally, Zacks Research cut shares of Murphy USA from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd.

Murphy USA Stock Down 1.2%

Murphy USA stock opened at $502.99 on Tuesday. The firm has a market cap of $9.29 billion, a price-to-earnings ratio of 15.32, a PEG ratio of 1.44 and a beta of 0.28. The stock has a fifty day simple moving average of $572.98 and a two-hundred day simple moving average of $523.27. Murphy USA has a 12 month low of $349.83 and a 12 month high of $636.04. The company has a current ratio of 0.92, a quick ratio of 0.54 and a debt-to-equity ratio of 2.77.

Murphy USA (NYSE:MUSA) last posted its quarterly earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 earnings per share for the quarter, topping the consensus estimate of $9.95 by $1.32. The firm had revenue of $6.81 billion during the quarter, compared to analysts’ expectations of $6.03 billion. Murphy USA had a return on equity of 96.01% and a net margin of 2.87%.The company’s revenue was up 36.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $7.36 earnings per share. Equities analysts predict that Murphy USA will post 34.7 EPS for the current fiscal year.

Murphy USA Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Monday, August 24th will be given a $0.65 dividend. This is a boost from Murphy USA’s previous quarterly dividend of $0.64. The ex-dividend date of this dividend is Monday, August 24th. This represents a $2.60 dividend on an annualized basis and a yield of 0.5%. Murphy USA’s payout ratio is presently 7.92%.

Key Stories Impacting Murphy USA

Here are the key news stories impacting Murphy USA this week:

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $34.46 from $30.15, above the broader consensus of $33.84. Estimates also increased for Q3 2026 to $8.27 from $7.33, Q4 2026 to $7.65 from $7.24, and Q1 2027 to $3.99 from $3.63. These revisions suggest stronger near-term earnings expectations. Murphy USA analyst estimates
• Positive Sentiment: Longer-range estimates were also lifted: FY2027 EPS rose to $28.82 from $27.38, FY2028 EPS increased to $29.59 from $28.37, and Q3 2027 EPS jumped to $9.51 from $7.28. Higher forecasts could support the investment case if Murphy USA delivers the projected profitability. Murphy USA long-term earnings estimates
• Positive Sentiment: A Seeking Alpha analysis expects fuel margins to remain high during the second half of 2026, potentially benefiting Murphy USA’s fuel-led retail model and supporting the improved 2026 forecasts. Murphy USA: Expect High Fuel Margins For H2’26
• Neutral Sentiment: Despite the estimate increases, Zacks Research continues to rate MUSA “Hold,” indicating that analysts do not see enough evidence for a more bullish recommendation at present.
• Negative Sentiment: Zacks Research lowered its Q2 2027 EPS forecast to $8.73 from $9.53 and its Q4 2027 forecast to $6.59 from $6.94. These cuts highlight some expected volatility in future earnings and temper the otherwise favorable revisions.

Insiders Place Their Bets

In other news, Director Rosemary Turner sold 966 shares of the firm’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $571.88, for a total value of $552,436.08. Following the transaction, the director directly owned 449 shares in the company, valued at $256,774.12. This trade represents a 68.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Diane N. Landen sold 3,000 shares of Murphy USA stock in a transaction on Friday, June 5th. The stock was sold at an average price of $547.25, for a total value of $1,641,750.00. Following the completion of the sale, the director directly owned 53,841 shares of the company’s stock, valued at $29,464,487.25. The trade was a 5.28% decrease in their position. The disclosure for this sale is available in the SEC filing. 9.02% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of MUSA. NewEdge Advisors LLC grew its position in Murphy USA by 10.2% during the first quarter. NewEdge Advisors LLC now owns 1,685 shares of the specialty retailer’s stock valued at $792,000 after buying an additional 156 shares during the period. EverSource Wealth Advisors LLC increased its position in Murphy USA by 423.1% in the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after buying an additional 55 shares in the last quarter. Cresset Asset Management LLC bought a new position in shares of Murphy USA in the second quarter worth about $603,000. Cerity Partners LLC bought a new position in shares of Murphy USA in the second quarter worth about $596,000. Finally, Qube Research & Technologies Ltd purchased a new position in shares of Murphy USA during the 2nd quarter valued at about $227,000. 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.