Q1 2025 Earnings Forecast for Murphy USA Inc. Issued By Zacks Research (NYSE:MUSA)

Murphy USA Inc. (NYSE:MUSA) – Equities researchers at Zacks Research increased their Q1 2025 earnings estimates for Murphy USA in a research report issued to clients and investors on Wednesday, September 18th. Zacks Research analyst N. Choudhury now forecasts that the specialty retailer will post earnings of $5.41 per share for the quarter, up from their prior forecast of $5.29. The consensus estimate for Murphy USA’s current full-year earnings is $24.43 per share. Zacks Research also issued estimates for Murphy USA’s Q3 2025 earnings at $6.88 EPS, FY2025 earnings at $26.10 EPS, Q1 2026 earnings at $8.60 EPS and FY2026 earnings at $27.29 EPS.

Murphy USA (NYSE:MUSA) last issued its earnings results on Wednesday, July 31st. The specialty retailer reported $6.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.91 by $0.01. Murphy USA had a net margin of 2.50% and a return on equity of 64.73%. The company had revenue of $5.45 billion for the quarter, compared to analysts’ expectations of $5.69 billion. During the same quarter last year, the company posted $6.02 earnings per share. The firm’s quarterly revenue was down 2.4% on a year-over-year basis.

A number of other analysts have also recently commented on MUSA. Raymond James upped their price objective on Murphy USA from $530.00 to $545.00 and gave the company an “outperform” rating in a research report on Friday, August 2nd. Wells Fargo & Company upped their price target on shares of Murphy USA from $540.00 to $560.00 and gave the company an “overweight” rating in a research report on Friday, August 2nd. JPMorgan Chase & Co. downgraded shares of Murphy USA from a “neutral” rating to an “underweight” rating and raised their price objective for the stock from $415.00 to $435.00 in a report on Thursday. StockNews.com cut shares of Murphy USA from a “buy” rating to a “hold” rating in a report on Tuesday, September 17th. Finally, Royal Bank of Canada decreased their price target on shares of Murphy USA from $538.00 to $537.00 and set a “sector perform” rating on the stock in a research report on Thursday, August 1st. Two analysts have rated the stock with a sell rating, two have given a hold rating and four have assigned a buy rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $464.57.

Murphy USA Price Performance

NYSE MUSA opened at $496.47 on Friday. The stock has a market capitalization of $10.29 billion, a price-to-earnings ratio of 20.83 and a beta of 0.77. Murphy USA has a 1-year low of $338.80 and a 1-year high of $552.30. The company has a debt-to-equity ratio of 2.20, a current ratio of 0.84 and a quick ratio of 0.52. The business’s fifty day moving average price is $510.17 and its 200-day moving average price is $461.19.

Institutional Investors Weigh In On Murphy USA

Several institutional investors and hedge funds have recently modified their holdings of the stock. Norges Bank bought a new position in shares of Murphy USA during the fourth quarter worth $81,560,000. Argent Capital Management LLC grew its position in shares of Murphy USA by 1,359.6% during the second quarter. Argent Capital Management LLC now owns 93,326 shares of the specialty retailer’s stock valued at $43,813,000 after purchasing an additional 86,932 shares in the last quarter. Public Employees Retirement Association of Colorado increased its holdings in shares of Murphy USA by 518.9% in the fourth quarter. Public Employees Retirement Association of Colorado now owns 74,770 shares of the specialty retailer’s stock worth $26,660,000 after purchasing an additional 62,688 shares during the last quarter. Jupiter Asset Management Ltd. purchased a new stake in shares of Murphy USA in the first quarter worth about $24,493,000. Finally, Quadrature Capital Ltd bought a new position in Murphy USA during the fourth quarter valued at approximately $8,949,000. Institutional investors own 80.81% of the company’s stock.

Insider Buying and Selling at Murphy USA

In related news, Director Robert Madison Murphy sold 16,755 shares of the company’s stock in a transaction on Tuesday, August 6th. The shares were sold at an average price of $514.54, for a total value of $8,621,117.70. Following the completion of the transaction, the director now owns 396,384 shares of the company’s stock, valued at approximately $203,955,423.36. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. In other news, Director Robert Madison Murphy sold 16,755 shares of the business’s stock in a transaction dated Tuesday, August 6th. The stock was sold at an average price of $514.54, for a total value of $8,621,117.70. Following the transaction, the director now directly owns 396,384 shares in the company, valued at $203,955,423.36. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director James W. Keyes sold 2,000 shares of the company’s stock in a transaction dated Tuesday, August 27th. The stock was sold at an average price of $511.54, for a total value of $1,023,080.00. Following the completion of the transaction, the director now directly owns 16,114 shares of the company’s stock, valued at approximately $8,242,955.56. The disclosure for this sale can be found here. Insiders have sold 32,209 shares of company stock valued at $16,564,666 over the last 90 days. 9.04% of the stock is currently owned by corporate insiders.

Murphy USA Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 5th. Shareholders of record on Monday, August 26th were issued a dividend of $0.45 per share. The ex-dividend date of this dividend was Monday, August 26th. This represents a $1.80 annualized dividend and a yield of 0.36%. This is an increase from Murphy USA’s previous quarterly dividend of $0.44. Murphy USA’s payout ratio is currently 7.55%.

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.