Murphy USA (MUSA) Projected to Post Quarterly Earnings on Wednesday

Murphy USA (NYSE:MUSA) is projected to release its Q4 2025 results after the market closes on Wednesday, February 4th. Analysts expect Murphy USA to post earnings of $6.39 per share and revenue of $4.8803 billion for the quarter. Parties may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Thursday, February 5, 2026 at 11:00 AM ET.

Murphy USA (NYSE:MUSA) last announced its quarterly earnings results on Wednesday, October 29th. The specialty retailer reported $7.25 EPS for the quarter, beating analysts’ consensus estimates of $6.60 by $0.65. Murphy USA had a net margin of 2.43% and a return on equity of 69.87%. The company had revenue of $5.11 billion for the quarter, compared to analysts’ expectations of $5.11 billion. During the same period in the prior year, the company posted $7.20 EPS. Murphy USA’s revenue was down 2.5% compared to the same quarter last year. On average, analysts expect Murphy USA to post $26 EPS for the current fiscal year and $29 EPS for the next fiscal year.

Murphy USA Stock Down 0.9%

Murphy USA stock opened at $425.72 on Wednesday. The firm has a 50 day simple moving average of $408.48 and a 200 day simple moving average of $393.29. The company has a current ratio of 0.81, a quick ratio of 0.40 and a debt-to-equity ratio of 4.07. Murphy USA has a 1-year low of $345.23 and a 1-year high of $523.09. The firm has a market capitalization of $7.97 billion, a price-to-earnings ratio of 17.96, a P/E/G ratio of 3.79 and a beta of 0.39.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on MUSA shares. Wells Fargo & Company lifted their price target on Murphy USA from $375.00 to $410.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 21st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Murphy USA in a report on Monday, December 29th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $467.00 price target on shares of Murphy USA in a report on Friday. KeyCorp cut their price objective on shares of Murphy USA from $480.00 to $460.00 and set an “overweight” rating for the company in a research report on Thursday, October 23rd. Finally, Bank of America initiated coverage on shares of Murphy USA in a report on Friday, January 9th. They set an “underperform” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $460.33.

Insider Activity

In other Murphy USA news, CEO Malynda K. West sold 4,051 shares of Murphy USA stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $425.00, for a total transaction of $1,721,675.00. Following the completion of the sale, the chief executive officer directly owned 117,389 shares in the company, valued at $49,890,325. The trade was a 3.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO R Andrew Clyde sold 24,733 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $381.33, for a total transaction of $9,431,434.89. Following the completion of the transaction, the chief executive officer directly owned 131,024 shares of the company’s stock, valued at approximately $49,963,381.92. This represents a 15.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 45,034 shares of company stock valued at $17,349,722 in the last three months. 10.12% of the stock is owned by insiders.

Institutional Trading of Murphy USA

A number of hedge funds have recently made changes to their positions in the stock. Alliancebernstein L.P. grew its position in Murphy USA by 676.7% in the second quarter. Alliancebernstein L.P. now owns 170,215 shares of the specialty retailer’s stock worth $69,243,000 after acquiring an additional 148,301 shares in the last quarter. AQR Capital Management LLC boosted its holdings in shares of Murphy USA by 66.0% in the 3rd quarter. AQR Capital Management LLC now owns 203,064 shares of the specialty retailer’s stock worth $78,842,000 after purchasing an additional 80,702 shares in the last quarter. Orion Porfolio Solutions LLC increased its position in shares of Murphy USA by 1,785.1% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 81,211 shares of the specialty retailer’s stock valued at $33,037,000 after purchasing an additional 76,903 shares during the last quarter. Boston Partners increased its position in shares of Murphy USA by 193.4% during the 3rd quarter. Boston Partners now owns 94,992 shares of the specialty retailer’s stock valued at $36,742,000 after purchasing an additional 62,613 shares during the last quarter. Finally, BNP Paribas Financial Markets raised its holdings in shares of Murphy USA by 168.7% during the 2nd quarter. BNP Paribas Financial Markets now owns 73,913 shares of the specialty retailer’s stock valued at $30,068,000 after buying an additional 46,410 shares in the last quarter. 80.81% of the stock is owned by institutional investors.

About Murphy USA

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.