Zacks Research Forecasts Stronger Earnings for Murphy USA

Murphy USA Inc. (NYSE:MUSA) – Equities researchers at Zacks Research lifted their FY2025 EPS estimates for Murphy USA in a note issued to investors on Tuesday, December 17th. Zacks Research analyst N. Choudhury now expects that the specialty retailer will post earnings per share of $25.97 for the year, up from their previous forecast of $25.79. The consensus estimate for Murphy USA’s current full-year earnings is $23.59 per share. Zacks Research also issued estimates for Murphy USA’s Q1 2026 earnings at $8.76 EPS.

Murphy USA (NYSE:MUSA) last posted its quarterly earnings results on Wednesday, October 30th. The specialty retailer reported $7.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.64 by $0.56. Murphy USA had a return on equity of 62.73% and a net margin of 2.48%. The business had revenue of $5.24 billion during the quarter, compared to analyst estimates of $5.54 billion. During the same period in the prior year, the business earned $7.69 earnings per share. The business’s revenue was down 9.6% compared to the same quarter last year.

A number of other equities analysts also recently commented on MUSA. JPMorgan Chase & Co. downgraded Murphy USA from a “neutral” rating to an “underweight” rating and boosted their price objective for the stock from $415.00 to $435.00 in a research report on Thursday, September 19th. StockNews.com raised shares of Murphy USA from a “hold” rating to a “buy” rating in a report on Wednesday, December 11th. One research analyst has rated the stock with a sell rating, one has issued a hold rating and five have issued a buy rating to the company’s stock. According to data from MarketBeat, Murphy USA has an average rating of “Moderate Buy” and a consensus price target of $495.33.

Murphy USA Stock Up 1.1 %

MUSA stock opened at $525.69 on Friday. The firm’s 50 day moving average price is $515.94 and its 200-day moving average price is $500.44. The company has a debt-to-equity ratio of 2.19, a quick ratio of 0.41 and a current ratio of 0.80. The firm has a market cap of $10.65 billion, a PE ratio of 21.69 and a beta of 0.78. Murphy USA has a one year low of $350.55 and a one year high of $561.08.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in MUSA. Stifel Financial Corp raised its position in shares of Murphy USA by 22.2% during the 3rd quarter. Stifel Financial Corp now owns 8,385 shares of the specialty retailer’s stock worth $4,133,000 after buying an additional 1,526 shares in the last quarter. Assetmark Inc. increased its position in Murphy USA by 6.1% during the third quarter. Assetmark Inc. now owns 35,240 shares of the specialty retailer’s stock worth $17,369,000 after buying an additional 2,028 shares during the last quarter. CWA Asset Management Group LLC acquired a new position in Murphy USA during the 3rd quarter worth $1,573,000. Orion Portfolio Solutions LLC raised its position in shares of Murphy USA by 622.9% during the third quarter. Orion Portfolio Solutions LLC now owns 4,048 shares of the specialty retailer’s stock valued at $1,995,000 after buying an additional 3,488 shares during the last quarter. Finally, Envestnet Asset Management Inc. boosted its stake in Murphy USA by 14.6% during the second quarter. Envestnet Asset Management Inc. now owns 97,011 shares of the specialty retailer’s stock worth $45,543,000 after buying an additional 12,336 shares in the last quarter. Institutional investors and hedge funds own 80.81% of the company’s stock.

Murphy USA Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 2nd. Shareholders of record on Monday, November 4th were issued a dividend of $0.48 per share. The ex-dividend date of this dividend was Monday, November 4th. This is an increase from Murphy USA’s previous quarterly dividend of $0.45. This represents a $1.92 annualized dividend and a yield of 0.37%. Murphy USA’s payout ratio is currently 7.92%.

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.