Q4 Earnings Estimate for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Equities researchers at Zacks Research cut their Q4 2025 earnings per share (EPS) estimates for shares of Murphy USA in a report issued on Wednesday, February 26th. Zacks Research analyst N. Choudhury now anticipates that the specialty retailer will post earnings of $6.83 per share for the quarter, down from their previous forecast of $7.21. 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 FY2026 earnings at $28.49 EPS and FY2027 earnings at $31.47 EPS.

A number of other equities research analysts have also recently issued reports on MUSA. Wells Fargo & Company dropped their target price on shares of Murphy USA from $555.00 to $550.00 and set an “overweight” rating for the company in a research report on Friday, February 7th. StockNews.com cut shares of Murphy USA from a “buy” rating to a “hold” rating in a research note on Saturday, February 15th. Finally, Royal Bank of Canada lifted their price objective on Murphy USA from $550.00 to $554.00 and gave the stock a “sector perform” rating in a research report on Thursday, February 6th. One research analyst has rated the stock with a sell rating, two have assigned a hold rating and three have given a buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $510.80.

Murphy USA Stock Performance

Shares of NYSE:MUSA opened at $459.66 on Friday. The stock has a market capitalization of $9.20 billion, a price-to-earnings ratio of 18.99 and a beta of 0.79. The business’s fifty day moving average price is $491.32 and its two-hundred day moving average price is $504.03. Murphy USA has a fifty-two week low of $382.04 and a fifty-two week high of $561.08. The company has a debt-to-equity ratio of 2.18, a current ratio of 0.79 and a quick ratio of 0.37.

Murphy USA (NYSE:MUSA) last issued its earnings results on Wednesday, February 5th. The specialty retailer reported $6.96 EPS for the quarter, topping the consensus estimate of $6.46 by $0.50. Murphy USA had a return on equity of 61.60% and a net margin of 2.48%.

Hedge Funds Weigh In On Murphy USA

A number of large investors have recently bought and sold shares of MUSA. Vanguard Group Inc. grew its holdings in shares of Murphy USA by 3.0% in the 4th quarter. Vanguard Group Inc. now owns 1,864,405 shares of the specialty retailer’s stock valued at $935,465,000 after acquiring an additional 54,658 shares in the last quarter. FMR LLC raised its holdings in Murphy USA by 1.9% in the 4th quarter. FMR LLC now owns 1,783,849 shares of the specialty retailer’s stock valued at $895,046,000 after acquiring an additional 32,643 shares during the period. State Street Corp grew its position in shares of Murphy USA by 1.5% in the third quarter. State Street Corp now owns 590,558 shares of the specialty retailer’s stock valued at $291,068,000 after purchasing an additional 8,507 shares during the last quarter. Invesco Ltd. boosted its stake in Murphy USA by 4.0% in the 4th quarter. Invesco Ltd. now owns 470,602 shares of the specialty retailer’s stock valued at $236,125,000 after purchasing an additional 18,097 shares during the period. Finally, JPMorgan Chase & Co. grew its holdings in Murphy USA by 69.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 428,379 shares of the specialty retailer’s stock valued at $211,135,000 after buying an additional 176,308 shares in the last quarter. Institutional investors and hedge funds own 80.81% of the company’s stock.

Insider Transactions at Murphy USA

In related news, Director Rosemary Turner sold 797 shares of the company’s stock in a transaction on Thursday, February 13th. The shares were sold at an average price of $496.10, for a total value of $395,391.70. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 9.73% of the stock is currently owned by insiders.

Murphy USA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 5th. Shareholders of record on Monday, February 24th will be issued a $0.49 dividend. This is an increase from Murphy USA’s previous quarterly dividend of $0.48. This represents a $1.96 annualized dividend and a dividend yield of 0.43%. The ex-dividend date of this dividend is Monday, February 24th. Murphy USA’s dividend payout ratio is 8.10%.

Murphy USA Company Profile

Murphy USA Inc engages in marketing of retail motor fuel products and convenience merchandise. The company operates retail stores under the Murphy USA, Murphy Express, and QuickChek brands, as well as operates non-fuel convenience stores. It operates retail gasoline stores principally in the Southeast, Southwest, and Midwest United States.