Q2 Earnings Forecast for Murphy USA Issued By Zacks Research

Murphy USA Inc. (NYSE:MUSA) – Stock analysts at Zacks Research lifted their Q2 2025 earnings estimates for shares of Murphy USA in a research report issued to clients and investors on Monday, April 14th. Zacks Research analyst N. Choudhury now expects that the specialty retailer will post earnings per share of $7.41 for the quarter, up from their prior estimate of $7.29. 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 2025 earnings at $7.63 EPS, FY2025 earnings at $25.37 EPS, Q1 2026 earnings at $6.27 EPS, Q2 2026 earnings at $7.23 EPS, Q4 2026 earnings at $8.45 EPS and Q1 2027 earnings at $5.20 EPS.

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

MUSA has been the subject of a number of other research reports. Royal Bank of Canada raised 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 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. Melius began coverage on shares of Murphy USA in a research report on Tuesday, March 11th. They set a “buy” rating and a $600.00 price target on the stock. StockNews.com upgraded Murphy USA from a “hold” rating to a “buy” rating in a research note on Thursday, April 10th. Finally, KeyCorp began coverage on Murphy USA in a research report on Friday, April 11th. They issued an “overweight” rating and a $550.00 target price for the company. One research analyst has rated the stock with a sell rating, one has given a hold rating, four have given a buy rating and three have given a strong buy rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $539.00.

Murphy USA Price Performance

Shares of NYSE MUSA opened at $507.05 on Thursday. The company has a quick ratio of 0.37, a current ratio of 0.79 and a debt-to-equity ratio of 2.18. Murphy USA has a fifty-two week low of $382.04 and a fifty-two week high of $561.08. The business has a 50 day moving average price of $468.99 and a two-hundred day moving average price of $492.85. The firm has a market cap of $10.04 billion, a PE ratio of 20.95 and a beta of 0.73.

Institutional Investors Weigh In On Murphy USA

A number of institutional investors have recently added to or reduced their stakes in MUSA. Brown Lisle Cummings Inc. acquired a new stake in shares of Murphy USA in the fourth quarter valued at $50,000. V Square Quantitative Management LLC grew its stake in shares of Murphy USA by 37.0% in the 4th quarter. V Square Quantitative Management LLC now owns 100 shares of the specialty retailer’s stock worth $50,000 after purchasing an additional 27 shares during the last quarter. Fortitude Family Office LLC raised its holdings in shares of Murphy USA by 186.1% in the 4th quarter. Fortitude Family Office LLC now owns 103 shares of the specialty retailer’s stock worth $52,000 after purchasing an additional 67 shares in the last quarter. R Squared Ltd acquired a new stake in Murphy USA during the fourth quarter valued at approximately $55,000. Finally, CX Institutional acquired a new position in Murphy USA in the first quarter worth approximately $59,000. 80.81% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Murphy USA news, CMO Renee M. Bacon sold 2,000 shares of the firm’s stock in a transaction dated Monday, March 3rd. The shares were sold at an average price of $469.58, for a total transaction of $939,160.00. Following the transaction, the chief marketing officer now owns 5,927 shares of the company’s stock, valued at approximately $2,783,200.66. This trade represents a 25.23 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Rosemary Turner sold 797 shares of the company’s stock in a transaction that occurred on Thursday, February 13th. The stock was sold at an average price of $496.10, for a total transaction of $395,391.70. The disclosure for this sale can be found here. In the last 90 days, insiders sold 3,594 shares of company stock worth $1,695,043. Insiders own 9.04% of the company’s stock.

Murphy USA Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, March 5th. Shareholders of record on Monday, February 24th were paid a dividend of $0.49 per share. This represents a $1.96 dividend on an annualized basis and a yield of 0.39%. This is a positive change from Murphy USA’s previous quarterly dividend of $0.48. The ex-dividend date of this dividend was Monday, February 24th. Murphy USA’s payout ratio is presently 8.10%.

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.