Zacks Research Has Strong Outlook for Murphy USA Q3 Earnings

Murphy USA Inc. (NYSE:MUSA) – Equities researchers at Zacks Research lifted their Q3 2026 earnings per share estimates for shares of Murphy USA in a report issued on Thursday, January 15th. Zacks Research analyst Team now expects that the specialty retailer will earn $6.97 per share for the quarter, up from their prior estimate of $6.96. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Murphy USA’s current full-year earnings is $26.45 per share. Zacks Research also issued estimates for Murphy USA’s Q3 2027 earnings at $6.91 EPS, Q4 2027 earnings at $7.25 EPS and FY2027 earnings at $27.14 EPS.

Murphy USA (NYSE:MUSA) last posted its earnings results on Wednesday, October 29th. The specialty retailer reported $7.25 earnings per share for the quarter, beating analysts’ consensus estimates of $6.60 by $0.65. Murphy USA had a return on equity of 69.87% and a net margin of 2.43%.The business had revenue of $5.11 billion during the quarter, compared to analyst estimates of $5.11 billion. During the same quarter in the previous year, the firm earned $7.20 EPS. The company’s quarterly revenue was down 2.5% compared to the same quarter last year.

A number of other equities analysts have also commented on MUSA. KeyCorp decreased their price target on shares of Murphy USA from $480.00 to $460.00 and set an “overweight” rating on the stock in a report on Thursday, October 23rd. Wells Fargo & Company started coverage on Murphy USA in a research note on Wednesday, October 15th. They issued an “equal weight” rating and a $405.00 target price on the stock. Bank of America began coverage on Murphy USA in a research report on Friday, January 9th. They set an “underperform” rating on the stock. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Murphy USA in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $474.00.

Murphy USA Stock Down 2.2%

MUSA opened at $431.67 on Monday. Murphy USA has a one year low of $345.23 and a one year high of $523.09. The company has a fifty day moving average price of $401.71 and a 200-day moving average price of $393.09. The company has a debt-to-equity ratio of 4.07, a current ratio of 0.81 and a quick ratio of 0.40. The firm has a market capitalization of $8.09 billion, a P/E ratio of 18.21, a price-to-earnings-growth ratio of 3.89 and a beta of 0.39.

Murphy USA Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Monday, November 10th were issued a dividend of $0.63 per share. The ex-dividend date was Monday, November 10th. This represents a $2.52 annualized dividend and a yield of 0.6%. This is a boost from Murphy USA’s previous quarterly dividend of $0.53. Murphy USA’s dividend payout ratio (DPR) is currently 10.63%.

Insider Buying and Selling

In other Murphy USA news, CEO Malynda K. West sold 4,051 shares of Murphy USA stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $425.00, for a total value of $1,721,675.00. Following the transaction, the chief executive officer directly owned 117,389 shares of the company’s stock, valued at $49,890,325. The trade was a 3.34% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO R Andrew Clyde sold 24,733 shares of the stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $381.33, for a total value of $9,431,434.89. Following the sale, the chief executive officer directly owned 131,024 shares of the company’s stock, valued at approximately $49,963,381.92. This trade represents a 15.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 45,034 shares of company stock worth $17,349,722 over the last ninety days. Insiders own 10.12% of the company’s stock.

Institutional Investors Weigh In On Murphy USA

A number of large investors have recently added to or reduced their stakes in MUSA. MassMutual Private Wealth & Trust FSB raised its stake in shares of Murphy USA by 82.4% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 28 shares during the last quarter. Ameriflex Group Inc. bought a new position in Murphy USA during the 3rd quarter valued at approximately $26,000. AlphaQuest LLC lifted its holdings in Murphy USA by 317.6% in the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after buying an additional 54 shares during the period. EverSource Wealth Advisors LLC grew its position in shares of Murphy USA by 423.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after buying an additional 55 shares during the last quarter. Finally, Ameritas Advisory Services LLC purchased a new position in shares of Murphy USA during the second quarter valued at approximately $29,000. 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.