Murphy USA Inc. (NYSE:MUSA – Get Free Report) has received an average rating of “Moderate Buy” from the eleven analysts that are currently covering the firm, Marketbeat reports. Five analysts have rated the stock with a hold rating and six have given a buy rating to the company. The average twelve-month target price among brokerages that have issued a report on the stock in the last year is $579.5556.
Several equities analysts have recently weighed in on the stock. Wells Fargo & Company raised their price target on shares of Murphy USA from $450.00 to $520.00 and gave the stock an “equal weight” rating in a research note on Friday, May 1st. Capital One Financial initiated coverage on shares of Murphy USA in a research report on Monday, June 22nd. They issued an “overweight” rating and a $710.00 price objective on the stock. Bank of America increased their target price on shares of Murphy USA from $600.00 to $625.00 and gave the stock a “neutral” rating in a report on Friday. Weiss Ratings raised shares of Murphy USA from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 30th. Finally, Jefferies Financial Group upgraded shares of Murphy USA from a “hold” rating to a “buy” rating and lifted their price target for the company from $550.00 to $625.00 in a research note on Wednesday, July 1st.
Get Our Latest Analysis on Murphy USA
Key Stories Impacting Murphy USA
- Positive Sentiment: Bank of America lifted its price target on Murphy USA to $625 from $600, signaling improved valuation expectations even though the rating stayed neutral.
- Positive Sentiment: Zacks Research nudged up its FY2026 EPS estimate to $30.15 from $30.10, reflecting slightly better expected profitability for Murphy USA.
- Positive Sentiment: Zacks Research also raised its Q2 2027 EPS estimate to $9.53 from $9.52 and Q4 2026 EPS to $7.24 from $7.23, adding to the generally favorable earnings revisions.
- Neutral Sentiment: Zacks Research kept a Hold rating on Murphy USA and made several small estimate tweaks across 2026-2028, indicating a mostly steady outlook rather than a major shift in fundamentals.
- Negative Sentiment: Some longer-dated Zacks estimates were trimmed slightly, including Q2 2028 EPS to $8.00 from $8.01, FY2027 EPS to $27.38 from $27.42, and Q1 2027 EPS to $3.63 from $3.66, which may temper enthusiasm on the back end of the forecast period.
Insiders Place Their Bets
In other news, Director Diane N. Landen sold 3,000 shares of Murphy USA stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $547.25, for a total value of $1,641,750.00. Following the completion of the transaction, the director owned 53,841 shares of the company’s stock, valued at $29,464,487.25. This trade represents a 5.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Robert Madison Murphy sold 41,500 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $596.96, for a total transaction of $24,773,840.00. Following the transaction, the director owned 342,212 shares in the company, valued at $204,286,875.52. This represents a 10.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 46,225 shares of company stock valued at $27,363,392 in the last ninety days. 9.02% of the stock is currently owned by insiders.
Hedge Funds Weigh In On Murphy USA
A number of hedge funds and other institutional investors have recently bought and sold shares of the business. MassMutual Private Wealth & Trust FSB raised its stake in Murphy USA by 82.4% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock valued at $25,000 after buying an additional 28 shares during the period. Huntington National Bank boosted its stake in shares of Murphy USA by 106.7% during the 4th quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock worth $25,000 after acquiring an additional 32 shares during the period. Ameriflex Group Inc. acquired a new position in shares of Murphy USA during the 3rd quarter worth approximately $26,000. EverSource Wealth Advisors LLC raised 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 acquiring an additional 55 shares during the period. Finally, V Square Quantitative Management LLC bought a new stake in Murphy USA in the 4th quarter valued at $29,000. Institutional investors own 80.81% of the company’s stock.
Murphy USA Stock Up 1.0%
Shares of Murphy USA stock traded up $5.85 during trading on Monday, reaching $590.59. The stock had a trading volume of 198,501 shares, compared to its average volume of 314,929. The company has a market capitalization of $10.91 billion, a price-to-earnings ratio of 20.41, a P/E/G ratio of 1.92 and a beta of 0.30. The stock has a fifty day moving average price of $560.27 and a two-hundred day moving average price of $484.65. Murphy USA has a 52 week low of $345.23 and a 52 week high of $636.04. The company has a current ratio of 0.83, a quick ratio of 0.48 and a debt-to-equity ratio of 3.24.
Murphy USA (NYSE:MUSA – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.37 by $1.91. Murphy USA had a return on equity of 91.05% and a net margin of 2.81%.The business had revenue of $4.82 billion during the quarter, compared to the consensus estimate of $4.70 billion. During the same period last year, the company earned $2.63 earnings per share. Murphy USA’s quarterly revenue was up 6.5% on a year-over-year basis. Sell-side analysts predict that Murphy USA will post 32.3 EPS for the current fiscal year.
Murphy USA Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Monday, May 18th were paid a dividend of $0.64 per share. The ex-dividend date was Monday, May 18th. This represents a $2.56 dividend on an annualized basis and a dividend yield of 0.4%. This is an increase from Murphy USA’s previous quarterly dividend of $0.63. Murphy USA’s dividend payout ratio (DPR) is currently 8.85%.
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.
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