Key Points
- CEO Malynda West sold 3,967 shares at an average price of $450 for $1,785,150, reducing her stake by 3.27% to 117,389 shares.
- Q4 results showed an EPS beat but a revenue miss: Murphy USA reported EPS of $7.53 (vs. ~ $6.67 consensus) while revenue came in at $4.74 billion versus estimates of $4.88 billion.
- The company outlined a plan to drive EBITDA to $1.2B by 2028 through disciplined store expansion and cost management, but several analysts trimmed targets (Wells Fargo to $400, RBC to $445) and the consensus rating remains Hold with a $457.50 target.
Murphy USA Inc. (NYSE:MUSA - Get Free Report) CEO Malynda West sold 3,967 shares of the stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $450.00, for a total value of $1,785,150.00. Following the transaction, the chief executive officer directly owned 117,389 shares of the company's stock, valued at approximately $52,825,050. This trade represents a 3.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink.
Murphy USA Stock Performance
Shares of MUSA opened at $378.50 on Friday. Murphy USA Inc. has a 1 year low of $345.23 and a 1 year high of $523.09. The company has a debt-to-equity ratio of 3.47, a current ratio of 0.80 and a quick ratio of 0.40. The stock's fifty day moving average price is $414.52 and its two-hundred day moving average price is $393.40. The firm has a market cap of $7.03 billion, a PE ratio of 15.59, a PEG ratio of 3.48 and a beta of 0.38.
Murphy USA (NYSE:MUSA - Get Free Report) 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. Murphy USA had a return on equity of 75.75% and a net margin of 2.43%.The company had revenue of $4.74 billion during the quarter, compared to analyst estimates of $4.88 billion. During the same quarter last year, the firm posted $6.96 EPS. The firm's revenue for the quarter was up .7% on a year-over-year basis. On average, equities research analysts forecast that Murphy USA Inc. will post 26.45 EPS for the current year.
Analyst Ratings Changes
A number of research firms recently weighed in on MUSA. Zacks Research upgraded shares of Murphy USA from a "strong sell" rating to a "hold" rating in a research note on Tuesday, November 4th. Wells Fargo & Company reduced their price target on Murphy USA from $410.00 to $400.00 and set an "equal weight" rating for the company in a research report on Friday. KeyCorp set a $500.00 price objective on Murphy USA in a report on Thursday. Bank of America began coverage on Murphy USA in a research note on Friday, January 9th. They issued an "underperform" rating for the company. Finally, Royal Bank Of Canada decreased their price target on Murphy USA from $467.00 to $445.00 and set a "sector perform" rating on the stock in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus target price of $457.50.
View Our Latest Analysis on Murphy USA
Key Murphy USA News
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
Institutional Investors Weigh In On Murphy USA
Several large investors have recently added to or reduced their stakes in the business. MassMutual Private Wealth & Trust FSB increased its stake 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 acquiring an additional 28 shares during the last quarter. Ameriflex Group Inc. purchased a new position in shares of Murphy USA during the third quarter worth about $26,000. EverSource Wealth Advisors LLC grew its holdings in shares of Murphy USA by 423.1% during the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer's stock worth $28,000 after purchasing an additional 55 shares in the last quarter. Ameritas Advisory Services LLC bought a new position in shares of Murphy USA in the second quarter worth approximately $29,000. Finally, AlphaQuest LLC raised its stake in Murphy USA by 317.6% in the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer's stock valued at $28,000 after purchasing an additional 54 shares in the last quarter. Institutional investors own 80.81% of the company's stock.
About Murphy USA
(
Get Free Report)
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.
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