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

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

Murphy USA (NYSE:MUSA) last released its quarterly earnings data on Wednesday, October 29th. The specialty retailer reported $7.25 EPS for the quarter, beating the consensus estimate of $6.60 by $0.65. Murphy USA had a return on equity of 69.87% and a net margin of 2.43%.The firm had revenue of $5.11 billion during the quarter, compared to the consensus estimate of $5.11 billion. During the same quarter in the previous year, the company posted $7.20 earnings per share. The company’s quarterly revenue was down 2.5% on a year-over-year basis. 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 Price Performance

Shares of MUSA opened at $425.72 on Wednesday. The business’s fifty day moving average is $408.48 and its 200 day moving average is $393.29. Murphy USA has a 12-month low of $345.23 and a 12-month high of $523.09. The company has a quick ratio of 0.40, a current ratio of 0.81 and a debt-to-equity ratio of 4.07. The stock has a market cap of $7.97 billion, a P/E ratio of 17.96, a P/E/G ratio of 3.79 and a beta of 0.39.

Insiders Place Their Bets

In related news, CEO R Andrew Clyde sold 24,733 shares of the stock in a transaction dated Thursday, November 20th. The shares were 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 in the company, valued at approximately $49,963,381.92. This represents a 15.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Malynda K. West sold 4,051 shares of the firm’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 sale, the chief executive officer owned 117,389 shares of the company’s stock, valued at $49,890,325. This trade represents a 3.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 45,034 shares of company stock valued at $17,349,722 in the last 90 days. Corporate insiders own 10.12% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Dimensional Fund Advisors LP raised its holdings in shares of Murphy USA by 0.4% in the 3rd quarter. Dimensional Fund Advisors LP now owns 298,828 shares of the specialty retailer’s stock worth $116,029,000 after purchasing an additional 1,097 shares during the period. AQR Capital Management LLC increased its position in Murphy USA by 66.0% in the third quarter. AQR Capital Management LLC now owns 203,064 shares of the specialty retailer’s stock worth $78,842,000 after buying an additional 80,702 shares during the last quarter. Alliancebernstein L.P. raised its stake in shares of Murphy USA by 676.7% in the second quarter. Alliancebernstein L.P. now owns 170,215 shares of the specialty retailer’s stock valued at $69,243,000 after buying an additional 148,301 shares during the period. Raymond James Financial Inc. lifted its position in shares of Murphy USA by 13.7% during the 3rd quarter. Raymond James Financial Inc. now owns 133,409 shares of the specialty retailer’s stock valued at $51,797,000 after buying an additional 16,069 shares during the last quarter. Finally, Bank of America Corp DE lifted its position in shares of Murphy USA by 3.5% during the 3rd quarter. Bank of America Corp DE now owns 113,315 shares of the specialty retailer’s stock valued at $43,996,000 after buying an additional 3,855 shares during the last quarter. 80.81% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have weighed in on MUSA. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th. 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 note on Wednesday, January 21st. Stephens boosted their price objective on Murphy USA from $425.00 to $475.00 and gave the stock an “overweight” rating in a report on Wednesday, January 21st. Zacks Research upgraded Murphy USA from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $467.00 target price on shares of Murphy USA in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Murphy USA presently has a consensus rating of “Hold” and an average price target of $460.33.

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.