Q4 Earnings Forecast for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Equities research analysts at Zacks Research decreased their Q4 2025 earnings per share (EPS) estimates for shares of Murphy USA in a 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.

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

A number of other research firms 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 on the stock 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 report on Saturday, February 15th. Finally, Royal Bank of Canada raised their target price on Murphy USA from $550.00 to $554.00 and gave the company a “sector perform” rating in a research note on Thursday, February 6th. One analyst has rated the stock with a sell rating, two have assigned a hold rating and three have issued a buy rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $510.80.

Murphy USA Price Performance

Shares of MUSA opened at $459.66 on Friday. The firm has a market cap of $9.20 billion, a PE ratio of 18.99 and a beta of 0.79. Murphy USA has a 52-week low of $382.04 and a 52-week high of $561.08. The company has a debt-to-equity ratio of 2.18, a quick ratio of 0.37 and a current ratio of 0.79. The business’s 50 day moving average price is $491.32 and its two-hundred day moving average price is $504.03.

Murphy USA Increases Dividend

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

Insider Buying and Selling at Murphy USA

In other Murphy USA news, Director Rosemary Turner sold 797 shares of the business’s stock in a transaction on Thursday, February 13th. The stock was 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 SEC, which can be accessed through this hyperlink. Corporate insiders own 9.73% of the company’s stock.

Institutional Investors Weigh In On Murphy USA

Several institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its holdings in Murphy USA by 3.0% during 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 during the period. FMR LLC grew its holdings in shares of Murphy USA by 1.9% during the fourth quarter. FMR LLC now owns 1,783,849 shares of the specialty retailer’s stock worth $895,046,000 after purchasing an additional 32,643 shares in the last quarter. State Street Corp grew its stake in Murphy USA by 1.5% in the 3rd quarter. State Street Corp now owns 590,558 shares of the specialty retailer’s stock worth $291,068,000 after buying an additional 8,507 shares in the last quarter. Invesco Ltd. increased its position in shares of Murphy USA by 4.0% during 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 last quarter. Finally, JPMorgan Chase & Co. grew its holdings in shares of Murphy USA by 69.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 428,379 shares of the specialty retailer’s stock valued at $211,135,000 after purchasing an additional 176,308 shares during the last quarter. 80.81% of the stock is owned by hedge funds and other institutional investors.

About Murphy USA

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.