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

Murphy USA Inc. (NYSE:MUSA) has been given a consensus recommendation of “Hold” by the ten ratings firms that are currently covering the stock, Marketbeat.com reports. One equities research analyst has rated the stock with a sell recommendation, six have issued a hold recommendation, two have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1 year target price among brokers that have covered the stock in the last year is $463.3333.

Several equities analysts have recently weighed in on MUSA shares. Royal Bank Of Canada cut their price objective on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating on the stock in a report on Thursday. Bank of America initiated coverage on shares of Murphy USA in a research note on Friday, January 9th. They issued an “underperform” rating on the stock. KeyCorp set a $500.00 price objective on shares of Murphy USA in a research report on Thursday. Zacks Research raised shares of Murphy USA from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Finally, Wells Fargo & Company increased their target price on Murphy USA from $375.00 to $410.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 21st.

Trending Headlines about 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 Trading Down 10.7%

MUSA stock opened at $397.07 on Friday. Murphy USA has a 1-year low of $345.23 and a 1-year high of $523.09. The company has a current ratio of 0.81, a quick ratio of 0.40 and a debt-to-equity ratio of 4.07. The business’s 50 day moving average is $414.65 and its 200-day moving average is $393.70. The firm has a market cap of $7.44 billion, a P/E ratio of 16.35, a P/E/G ratio of 3.90 and a beta of 0.38.

Murphy USA (NYSE:MUSA) last issued its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.67 by $0.86. Murphy USA had a return on equity of 75.34% and a net margin of 2.43%.The firm had revenue of $4.74 billion during the quarter, compared to the consensus estimate of $4.88 billion. During the same quarter in the previous year, the company posted $6.96 EPS. The business’s revenue for the quarter was up .7% compared to the same quarter last year. Equities analysts anticipate that Murphy USA will post 26.45 earnings per share for the current fiscal year.

Insider Transactions at Murphy USA

In other news, CEO Malynda K. West sold 4,051 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer owned 117,389 shares in the company, valued at approximately $49,890,325. This trade represents a 3.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO R Andrew Clyde sold 16,250 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 value of $6,196,612.50. Following the sale, the chief executive officer directly owned 59,172 shares of the company’s stock, valued at $22,564,058.76. This represents a 21.55% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 45,034 shares of company stock worth $17,349,722. 9.04% of the stock is owned by company insiders.

Hedge Funds Weigh In On Murphy USA

A number of institutional investors and hedge funds have recently bought and sold shares of the company. MassMutual Private Wealth & Trust FSB grew its stake 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 acquiring an additional 28 shares in the last quarter. Ameriflex Group Inc. bought a new stake in Murphy USA in the 3rd quarter worth about $26,000. AlphaQuest LLC grew its position in Murphy USA by 317.6% in the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 54 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in Murphy USA by 423.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock valued at $28,000 after buying an additional 55 shares during the last quarter. Finally, Ameritas Advisory Services LLC bought a new position in shares of Murphy USA during the 2nd quarter worth approximately $29,000. Institutional investors and hedge funds own 80.81% of the company’s stock.

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.