Equities Analysts Set Expectations for Murphy USA Inc.’s Q1 2025 Earnings (NYSE:MUSA)

Murphy USA Inc. (NYSE:MUSA) – Research analysts at Zacks Research raised their Q1 2025 earnings estimates for shares of Murphy USA in a research note issued on Wednesday, September 18th. Zacks Research analyst N. Choudhury now forecasts that the specialty retailer will post earnings per share of $5.41 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 released its quarterly earnings data on Wednesday, July 31st. The specialty retailer reported $6.92 EPS for the quarter, topping the consensus estimate of $6.91 by $0.01. The firm had revenue of $5.45 billion for the quarter, compared to the consensus estimate of $5.69 billion. Murphy USA had a return on equity of 64.73% and a net margin of 2.50%. The company’s quarterly revenue was down 2.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $6.02 earnings per share.

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

Murphy USA Price Performance

Shares of Murphy USA stock opened at $496.47 on Friday. The company has a debt-to-equity ratio of 2.20, a current ratio of 0.84 and a quick ratio of 0.52. Murphy USA has a one year low of $338.80 and a one year high of $552.30. The business’s 50 day simple moving average is $510.17 and its two-hundred day simple moving average is $461.19. The stock has a market capitalization of $10.29 billion, a P/E ratio of 20.83 and a beta of 0.77.

Institutional Trading of Murphy USA

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Price T Rowe Associates Inc. MD grew its position in Murphy USA by 0.6% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 245,220 shares of the specialty retailer’s stock valued at $102,797,000 after purchasing an additional 1,519 shares during the last quarter. Norges Bank bought a new stake in shares of Murphy USA during the fourth quarter valued at approximately $81,560,000. Bank of New York Mellon Corp increased its position in shares of Murphy USA by 0.8% during the second quarter. Bank of New York Mellon Corp now owns 204,363 shares of the specialty retailer’s stock valued at $95,940,000 after acquiring an additional 1,560 shares in the last quarter. AQR Capital Management LLC raised its holdings in Murphy USA by 1.2% in the 2nd quarter. AQR Capital Management LLC now owns 141,637 shares of the specialty retailer’s stock worth $66,493,000 after acquiring an additional 1,635 shares during the last quarter. Finally, William Blair Investment Management LLC lifted its position in Murphy USA by 1.2% in the 1st quarter. William Blair Investment Management LLC now owns 127,160 shares of the specialty retailer’s stock valued at $53,305,000 after acquiring an additional 1,509 shares in the last quarter. Hedge funds and other 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 Murphy USA stock in a transaction that occurred on Tuesday, August 6th. The stock was sold at an average price of $514.54, for a total transaction of $8,621,117.70. Following the sale, the director now directly owns 396,384 shares in the company, valued at $203,955,423.36. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. In other Murphy USA news, Director James W. Keyes sold 2,000 shares of the company’s stock in a transaction dated Tuesday, August 27th. The shares were sold at an average price of $511.54, for a total value of $1,023,080.00. Following the sale, the director now owns 16,114 shares in the company, valued at $8,242,955.56. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Robert Madison Murphy sold 16,755 shares of Murphy USA stock in a transaction that occurred on Tuesday, August 6th. The shares were sold at an average price of $514.54, for a total transaction of $8,621,117.70. Following the transaction, the director now owns 396,384 shares of the company’s stock, valued at $203,955,423.36. The disclosure for this sale can be found here. In the last three months, insiders have sold 32,209 shares of company stock valued at $16,564,666. 9.04% of the stock is currently owned by corporate insiders.

Murphy USA Increases Dividend

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