Zacks Research Brokers Cut Earnings Estimates for Murphy USA

Murphy USA Inc. (NYSE:MUSA) – Investment analysts at Zacks Research dropped their Q4 2025 earnings estimates for shares of Murphy USA in a research note issued to investors on Wednesday, February 26th. Zacks Research analyst N. Choudhury now anticipates that the specialty retailer will post earnings per share of $6.83 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.

Several other equities analysts have also commented on the stock. Wells Fargo & Company decreased their price objective 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 lowered shares of Murphy USA from a “buy” rating to a “hold” rating in a research report on Saturday, February 15th. Finally, Royal Bank of Canada increased their price target on shares of Murphy USA from $550.00 to $554.00 and gave the stock a “sector perform” rating in a report on Thursday, February 6th. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating and three have issued a buy rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $510.80.

Murphy USA Stock Performance

Shares of Murphy USA stock opened at $469.63 on Friday. The firm has a market capitalization of $9.40 billion, a P/E ratio of 19.41 and a beta of 0.79. The company has a quick ratio of 0.37, a current ratio of 0.79 and a debt-to-equity ratio of 2.18. The company has a 50 day moving average price of $488.99 and a 200 day moving average price of $503.46. Murphy USA has a 52 week low of $382.04 and a 52 week high of $561.08.

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

Institutional Investors Weigh In On Murphy USA

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Vise Technologies Inc. acquired a new stake in shares of Murphy USA during the 4th quarter worth approximately $220,000. Voloridge Investment Management LLC grew its stake in shares of Murphy USA by 6.2% during the 4th quarter. Voloridge Investment Management LLC now owns 74,910 shares of the specialty retailer’s stock worth $37,586,000 after purchasing an additional 4,390 shares during the period. Squarepoint Ops LLC grew its stake in Murphy USA by 29.1% in the 4th quarter. Squarepoint Ops LLC now owns 4,508 shares of the specialty retailer’s stock valued at $2,262,000 after acquiring an additional 1,015 shares during the period. Recurrent Investment Advisors LLC grew its stake in Murphy USA by 20.9% in the 4th quarter. Recurrent Investment Advisors LLC now owns 1,390 shares of the specialty retailer’s stock valued at $697,000 after acquiring an additional 240 shares during the period. Finally, ProShare Advisors LLC grew its stake in Murphy USA by 6.2% in the 4th quarter. ProShare Advisors LLC now owns 863 shares of the specialty retailer’s stock valued at $433,000 after acquiring an additional 50 shares during the period. Institutional investors and hedge funds own 80.81% of the company’s stock.

Insider Transactions at Murphy USA

In other news, Director Rosemary Turner sold 797 shares of the firm’s stock in a transaction that occurred on Thursday, February 13th. The shares were sold at an average price of $496.10, for a total transaction of $395,391.70. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 9.73% of the company’s stock.

Murphy USA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 5th. Investors of record on Monday, February 24th will be issued a $0.49 dividend. This represents a $1.96 annualized dividend and a yield of 0.42%. The ex-dividend date of this dividend is Monday, February 24th. This is an increase from Murphy USA’s previous quarterly dividend of $0.48. 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.