Equities Analysts Issue Forecasts for Murphy USA Q2 Earnings

Murphy USA Inc. (NYSE:MUSA) – Analysts at Zacks Research lifted their Q2 2025 EPS estimates for shares of Murphy USA in a report released 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 net margin of 2.48% and a return on equity of 61.60%.

Several other equities analysts have also recently issued reports on the company. StockNews.com upgraded Murphy USA from a “hold” rating to a “buy” rating in a research report on Thursday, April 10th. Stephens upgraded Murphy USA to a “strong-buy” rating in a research note on Monday, April 7th. Melius started coverage on Murphy USA in a report on Tuesday, March 11th. They set a “buy” rating and a $600.00 price target for the company. Melius Research upgraded shares of Murphy USA to a “strong-buy” rating in a research report on Tuesday, March 11th. Finally, KeyCorp initiated coverage on shares of Murphy USA in a research report on Friday, April 11th. They set an “overweight” rating and a $550.00 price objective for the company. One research analyst has rated the stock with a sell rating, one has assigned a hold rating, four have assigned a buy rating and three have assigned a strong buy rating to the company’s stock. According to MarketBeat.com, Murphy USA currently has a consensus rating of “Buy” and an average target price of $539.00.

Murphy USA Trading Down 0.9 %

NYSE MUSA opened at $507.05 on Thursday. The firm’s fifty day moving average is $468.99 and its two-hundred day moving average is $492.85. Murphy USA has a one year low of $382.04 and a one year 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 firm has a market cap of $10.04 billion, a PE ratio of 20.95 and a beta of 0.73.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in MUSA. Brown Lisle Cummings Inc. purchased a new position in shares of Murphy USA in the 4th quarter worth about $50,000. V Square Quantitative Management LLC raised its holdings in 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 buying an additional 27 shares during the period. Fortitude Family Office LLC grew its stake in Murphy USA by 186.1% during the fourth quarter. Fortitude Family Office LLC now owns 103 shares of the specialty retailer’s stock worth $52,000 after buying an additional 67 shares during the period. R Squared Ltd acquired a new stake in shares of Murphy USA in the fourth quarter worth $55,000. Finally, CX Institutional purchased a new position in shares of Murphy USA in the 1st quarter valued at $59,000. 80.81% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Jeanne Linder Phillips sold 797 shares of the company’s stock in a transaction dated Wednesday, March 5th. The shares were sold at an average price of $452.31, for a total transaction of $360,491.07. Following the completion of the transaction, the director now owns 2,349 shares of the company’s stock, valued at $1,062,476.19. This represents a 25.33 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CMO Renee M. Bacon sold 2,000 shares of the stock in a transaction dated Monday, March 3rd. The stock was 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 in the company, valued at approximately $2,783,200.66. The trade was a 25.23 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 3,594 shares of company stock valued at $1,695,043. Company 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. Investors of record on Monday, February 24th were given a dividend of $0.49 per share. The ex-dividend date was Monday, February 24th. 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. Murphy USA’s dividend payout ratio (DPR) 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.