Q4 Earnings Estimate for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Equities research analysts at Zacks Research reduced their Q4 2025 EPS estimates for Murphy USA in a research note issued to investors on Wednesday, February 26th. Zacks Research analyst N. Choudhury now forecasts that the specialty retailer will post earnings of $6.83 per share for the quarter, down from their prior estimate 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 posted its quarterly 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%.

MUSA has been the topic of a number of other reports. Royal Bank of Canada boosted their price target on shares of Murphy USA from $550.00 to $554.00 and gave the stock a “sector perform” rating in a research report on Thursday, February 6th. Wells Fargo & Company reduced 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 note on Friday, February 7th. Finally, StockNews.com downgraded shares of Murphy USA from a “buy” rating to a “hold” rating in a research note on Saturday, February 15th. One investment analyst has rated the stock with a sell rating, two have given a hold rating and three have assigned a buy rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $510.80.

Murphy USA Stock Performance

MUSA opened at $469.63 on Friday. The firm has a market capitalization of $9.40 billion, a PE ratio of 19.41 and a beta of 0.79. Murphy USA has a twelve month low of $382.04 and a twelve month high of $561.08. The firm’s 50-day moving average price is $490.00 and its 200 day moving average price is $503.72. The company has a current ratio of 0.79, a quick ratio of 0.37 and a debt-to-equity ratio of 2.18.

Institutional Investors Weigh In On Murphy USA

Institutional investors and hedge funds have recently made changes to their positions in the stock. Brown Lisle Cummings Inc. acquired a new position in shares of Murphy USA in the fourth quarter valued at approximately $50,000. V Square Quantitative Management LLC grew its holdings in shares of Murphy USA by 37.0% in the fourth quarter. V Square Quantitative Management LLC now owns 100 shares of the specialty retailer’s stock valued at $50,000 after purchasing an additional 27 shares in the last quarter. Fortitude Family Office LLC grew its holdings in shares of Murphy USA by 186.1% in the fourth quarter. Fortitude Family Office LLC now owns 103 shares of the specialty retailer’s stock valued at $52,000 after purchasing an additional 67 shares in the last quarter. R Squared Ltd acquired a new position in shares of Murphy USA in the fourth quarter valued at approximately $55,000. Finally, Johnson Financial Group Inc. acquired a new position in shares of Murphy USA in the fourth quarter valued at approximately $64,000. 80.81% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Rosemary Turner sold 797 shares of the business’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 value of $395,391.70. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 9.73% of the company’s stock.

Murphy USA Increases Dividend

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