Murphy USA Inc. (NYSE:MUSA) Receives $463.33 Consensus Price Target from Brokerages

Murphy USA Inc. (NYSE:MUSA) has been given an average rating of “Hold” by the ten research firms that are covering the stock, Marketbeat.com reports. One investment analyst has rated the stock with a sell rating, six have issued a hold rating, two have issued a buy rating and one has assigned a strong buy rating to the company. The average twelve-month target price among brokerages that have updated their coverage on the stock in the last year is $457.50.

A number of analysts have recently issued reports on the stock. Zacks Research raised shares of Murphy USA from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Stephens cut their price target on Murphy USA from $475.00 to $450.00 and set an “overweight” rating for the company in a research note on Friday. KeyCorp set a $500.00 price target on Murphy USA in a report on Thursday. Royal Bank Of Canada dropped their price objective on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating for the company in a research note on Thursday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th.

Insider Activity at Murphy USA

In other Murphy USA news, CEO Malynda K. West sold 3,967 shares of Murphy USA stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $450.00, for a total value of $1,785,150.00. Following the sale, the chief executive officer directly owned 117,389 shares in the company, valued at approximately $52,825,050. The trade was a 3.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO R Andrew Clyde sold 16,250 shares of the business’s stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $381.33, for a total transaction of $6,196,612.50. Following the completion of the sale, the chief executive officer owned 59,172 shares in the company, valued at approximately $22,564,058.76. The trade was a 21.55% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 49,001 shares of company stock worth $19,134,872. Company insiders own 10.12% of the company’s stock.

Hedge Funds Weigh In On Murphy USA

Institutional investors have recently bought and sold shares of the business. MassMutual Private Wealth & Trust FSB increased its holdings in shares of Murphy USA by 82.4% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock worth $25,000 after buying an additional 28 shares during the last quarter. Ameriflex Group Inc. purchased a new position in Murphy USA in the third quarter worth about $26,000. EverSource Wealth Advisors LLC increased its stake in Murphy USA by 423.1% during the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 55 shares during the last quarter. Ameritas Advisory Services LLC bought a new stake in Murphy USA during the second quarter worth approximately $29,000. Finally, AlphaQuest LLC lifted its stake in shares of Murphy USA by 317.6% in the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 54 shares during the last quarter. Institutional investors own 80.81% of the company’s stock.

Murphy USA Stock Performance

Shares of MUSA opened at $378.50 on Friday. The business has a 50-day simple moving average of $414.52 and a two-hundred day simple moving average of $392.87. The company has a quick ratio of 0.36, a current ratio of 0.80 and a debt-to-equity ratio of 3.47. Murphy USA has a 52 week low of $345.23 and a 52 week high of $523.09. The stock has a market cap of $7.03 billion, a price-to-earnings ratio of 15.59, a PEG ratio of 3.31 and a beta of 0.38.

Murphy USA (NYSE:MUSA) last announced its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.67 by $0.86. Murphy USA had a return on equity of 75.75% and a net margin of 2.43%.The company had revenue of $4.74 billion during the quarter, compared to the consensus estimate of $4.88 billion. During the same period in the previous year, the company posted $6.96 EPS. The firm’s revenue was up .7% on a year-over-year basis. On average, analysts expect that Murphy USA will post 26.45 EPS for the current year.

Murphy USA News Summary

Here are the key news stories impacting Murphy USA this week:

• Positive Sentiment: Company laid out an explicit plan to drive EBITDA to $1.2B by 2028 via disciplined store expansion and cost management — a multi‑year profitability target that supports longer‑term upside if execution stays on track. Murphy USA outlines EBITDA path to $1.2B by 2028
• Positive Sentiment: Reported Q4 EPS of $7.53, beating consensus (around $6.67–$6.91) — EPS beat indicates operating leverage and margin improvements even as top‑line growth was weak. Murphy USA (MUSA) Q4 Earnings Top Estimates
• Neutral Sentiment: Earnings call highlighted strategic growth amid competitive pressures — management reiterated growth initiatives but acknowledged headwinds in the retail fuel environment (read the call highlights for color). Murphy USA Inc (MUSA) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Full earnings/transcript coverage is available for detail — useful for investors who want management’s commentary on margins, CapEx and store cadence. Murphy USA Inc. (MUSA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Wells Fargo trimmed its price target from $410 to $400 and moved to an “equal weight” view — a near‑term vote of caution that can pressure sentiment. Wells Fargo price target cut
• Negative Sentiment: RBC lowered its target to $445 and set a “sector perform” rating — another analyst downshift that reduces consensus upside and likely contributed to selling. Murphy USA Price Target Lowered to $445 at RBC
• Negative Sentiment: Despite the EPS beat, revenue came in below estimates and QuiverQuant flagged declines in cash and high insider selling activity — data points that raise short‑term concerns about cash flow and insider confidence. Murphy USA Releases Q4 2025 Earnings: EPS Beat but Revenue Miss

Murphy USA Company Profile

Murphy USA is a leading downstream marketer of gasoline, diesel and convenience store products in the United States. Headquartered in El Dorado, Arkansas, the company was originally established as part of Murphy Oil Corporation and was spun off as an independent public entity in 2013. Since its separation, Murphy USA has focused on retail fueling services and convenience offerings designed to deliver value and convenience to consumers.

The company’s primary operations center on two retail formats.