Wells Fargo & Company Cuts Murphy USA (NYSE:MUSA) Price Target to $400.00

Murphy USA (NYSE:MUSA) had its target price lowered by Wells Fargo & Company from $410.00 to $400.00 in a report published on Friday morning,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the specialty retailer’s stock.

Several other equities analysts have also recently issued reports on MUSA. Weiss Ratings reiterated a “hold (c)” rating on shares of Murphy USA in a research report on Monday, December 29th. Zacks Research upgraded Murphy USA from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. KeyCorp set a $500.00 price objective on Murphy USA in a report on Thursday. Royal Bank Of Canada reduced their target price on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating for the company in a report on Thursday. Finally, Bank of America assumed coverage on shares of Murphy USA in a research 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 issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Murphy USA has a consensus rating of “Hold” and a consensus target price of $457.50.

Murphy USA Stock Down 4.8%

Shares of Murphy USA stock opened at $378.50 on Friday. The company has a market cap of $7.03 billion, a P/E ratio of 15.59, a PEG ratio of 3.31 and a beta of 0.38. The company has a debt-to-equity ratio of 3.47, a quick ratio of 0.36 and a current ratio of 0.80. Murphy USA has a one year low of $345.23 and a one year high of $523.09. The firm has a fifty day moving average of $414.52 and a two-hundred day moving average of $392.87.

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

Insiders Place Their Bets

In other news, CEO R Andrew Clyde sold 24,733 shares of Murphy USA stock in a transaction 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 owned 131,024 shares of the company’s stock, valued at $49,963,381.92. The trade was a 15.88% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Malynda K. West sold 4,051 shares of the business’s stock in a transaction dated Wednesday, January 7th. The stock was 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 owned 117,389 shares in the company, valued at $49,890,325. This represents a 3.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 49,001 shares of company stock valued at $19,134,872. Company insiders own 10.12% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the business. Mutual of America Capital Management LLC grew its holdings in Murphy USA by 2.7% in the 2nd quarter. Mutual of America Capital Management LLC now owns 34,898 shares of the specialty retailer’s stock valued at $14,197,000 after buying an additional 907 shares during the period. VELA Investment Management LLC boosted its position in shares of Murphy USA by 200.8% in the third quarter. VELA Investment Management LLC now owns 6,714 shares of the specialty retailer’s stock worth $2,607,000 after acquiring an additional 4,482 shares during the last quarter. Whittier Trust Co. grew its holdings in Murphy USA by 60.1% in the third quarter. Whittier Trust Co. now owns 13,667 shares of the specialty retailer’s stock valued at $5,405,000 after purchasing an additional 5,128 shares during the period. Allianz Asset Management GmbH increased its position in Murphy USA by 20.2% during the third quarter. Allianz Asset Management GmbH now owns 138,998 shares of the specialty retailer’s stock worth $53,967,000 after purchasing an additional 23,349 shares during the last quarter. Finally, Southernsun Asset Management LLC raised its stake in Murphy USA by 13.7% during the second quarter. Southernsun Asset Management LLC now owns 74,908 shares of the specialty retailer’s stock worth $30,473,000 after purchasing an additional 9,051 shares during the period. 80.81% of the stock is owned by hedge funds and other institutional investors.

Murphy USA News Roundup

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.