Murphy USA Inc. (NYSE:MUSA) Given Average Rating of “Hold” by Analysts

Shares of Murphy USA Inc. (NYSE:MUSA) have been assigned a consensus rating of “Hold” from the ten brokerages that are presently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, six have given a hold recommendation, two have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1-year price objective among analysts that have issued ratings on the stock in the last year is $463.3333.

A number of research firms recently weighed in on MUSA. Bank of America began coverage on shares of Murphy USA in a report on Friday, January 9th. They set an “underperform” rating on the stock. Zacks Research upgraded Murphy USA from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Stephens boosted their target price on Murphy USA from $425.00 to $475.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 21st. Wells Fargo & Company upped their target price on Murphy USA from $375.00 to $410.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 21st. Finally, Royal Bank Of Canada dropped their price target on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating for the company in a research report on Thursday.

Insider Activity

In related news, CEO Malynda K. West sold 4,051 shares of Murphy USA stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $425.00, for a total value of $1,721,675.00. Following the transaction, the chief executive officer owned 117,389 shares in the company, valued at $49,890,325. This trade represents a 3.34% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO R Andrew Clyde sold 16,250 shares of Murphy USA stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $381.33, for a total value of $6,196,612.50. Following the completion of the transaction, the chief executive officer owned 59,172 shares in the company, valued at approximately $22,564,058.76. This represents a 21.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 45,034 shares of company stock valued at $17,349,722. Corporate insiders own 9.04% of the company’s stock.

Hedge Funds Weigh In On Murphy USA

Several hedge funds and other institutional investors have recently modified their holdings of the company. MassMutual Private Wealth & Trust FSB lifted its holdings in 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 period. Ameriflex Group Inc. bought a new position in shares of Murphy USA during the third quarter valued at approximately $26,000. AlphaQuest LLC lifted its stake in Murphy USA by 317.6% in the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 54 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in Murphy USA by 423.1% in the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 55 shares in the last quarter. Finally, Ameritas Advisory Services LLC purchased a new position in Murphy USA during the 2nd quarter valued at $29,000. 80.81% of the stock is owned by institutional investors.

Key Headlines Impacting Murphy USA

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

• Positive Sentiment: Q4 EPS beat — Murphy USA reported $7.53 EPS, topping consensus and showing year-over-year EPS growth, supporting profitability metrics and offsetting some concerns. Murphy USA (MUSA) Q4 Earnings Top Estimates
• Neutral Sentiment: Company release & guidance — Murphy USA filed its Q4 and full-year results and provided 2026 guidance in a Business Wire release; investors will focus on guidance detail and FY outlook from the call. Murphy USA Inc. Reports Fourth Quarter 2025 Results and 2026 Guidance
• Neutral Sentiment: Earnings call transcript available — The full Q4 2025 earnings call transcript adds color on volumes, fuel margins and capital allocation; read management’s remarks for guidance on share buybacks/capex. Murphy USA Inc. (MUSA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue missed estimates — Total revenue of $4.74B modestly missed Street estimates, highlighting weaker top-line momentum even as EPS beat on margin/expense benefits. Murphy USA Inc. (MUSA) Releases Q4 2025 Earnings: EPS Beat but Revenue Miss
• Negative Sentiment: Analyst cut — RBC lowered its price target to $445 and moved to “sector perform,” which reduces bullish analyst momentum and likely contributed to the stock weakness. MUSA: Murphy USA price target lowered by RBC
• Negative Sentiment: Insider selling & balance-sheet notes — Recent disclosures show insider sales and higher total liabilities / lower cash versus prior year, which may concern investors focused on capital return and leverage. Murphy USA Inc. (MUSA) Releases Q4 2025 Earnings: EPS Beat but Revenue Miss

Murphy USA Stock Performance

Shares of MUSA stock opened at $397.07 on Friday. The company has a debt-to-equity ratio of 4.07, a quick ratio of 0.40 and a current ratio of 0.81. The firm has a market cap of $7.44 billion, a price-to-earnings ratio of 16.35, a P/E/G ratio of 3.90 and a beta of 0.38. Murphy USA has a 52 week low of $345.23 and a 52 week high of $523.09. The firm’s 50-day simple moving average is $414.65 and its two-hundred day simple moving average is $393.70.

Murphy USA (NYSE:MUSA) last announced its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share for the quarter, topping the consensus estimate of $6.67 by $0.86. The company had revenue of $4.74 billion during the quarter, compared to analyst estimates of $4.88 billion. Murphy USA had a return on equity of 75.34% and a net margin of 2.43%.The firm’s revenue for the quarter was up .7% on a year-over-year basis. During the same quarter last year, the firm posted $6.96 EPS. As a group, equities analysts forecast that Murphy USA will post 26.45 earnings per share for the current year.

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.