Shares of Murphy USA Inc. (NYSE:MUSA – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the eleven research firms that are covering the firm, MarketBeat.com reports. Five investment analysts have rated the stock with a hold recommendation and six have assigned a buy recommendation to the company. The average 1-year price target among brokerages that have covered the stock in the last year is $596.4444.
Several research analysts recently issued reports on MUSA shares. Weiss Ratings raised Murphy USA from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 30th. Capital One Financial began coverage on shares of Murphy USA in a report on Monday, June 22nd. They issued an “overweight” rating and a $710.00 price target on the stock. The Goldman Sachs Group raised shares of Murphy USA from a “sell” rating to a “neutral” rating and upped their price objective for the company from $380.00 to $550.00 in a report on Monday, July 6th. Zacks Research cut Murphy USA from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Finally, Jefferies Financial Group upgraded shares of Murphy USA from a “hold” rating to a “buy” rating and increased their target price for the stock from $550.00 to $625.00 in a research note on Wednesday, July 1st.
Read Our Latest Analysis on MUSA
Trending Headlines about Murphy USA
- Positive Sentiment: Strong earnings and revenue beat: Murphy USA reported Q2 earnings of $11.27 per diluted share, up from $7.36 a year earlier, while revenue increased 36% year over year to $6.81 billion. Results exceeded Wall Street expectations. Murphy USA Inc. Reports Second Quarter 2026 Results
- Positive Sentiment: Fuel profitability improved: Total fuel contribution rose to 40.6 cents per gallon from 32.0 cents a year earlier, supporting the substantial year-over-year increase in earnings. Murphy USA Beats Q2 Earnings and Revenue Estimates
- Neutral Sentiment: Management remains constructive on fuel economics: Murphy USA signaled an expected all-in fuel margin of approximately 35 cents per gallon in the second half of 2026, citing supply tightness. That would remain historically attractive, although below the Q2 level. Murphy USA Signals 35 Cent All-In Fuel Margin in H2 2026
- Negative Sentiment: Forward-margin concerns likely outweighed the earnings beat: The projected second-half fuel margin suggests normalization from Q2’s exceptionally strong performance. Investors may also be taking profits after the stock’s substantial prior advance, making the market less forgiving of any indication that peak fuel profitability has passed. Murphy USA Q2 2026 Earnings Call Transcript
Insider Buying and Selling
In related news, Director Diane N. Landen sold 3,000 shares of the company’s stock in a transaction on 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 directly owned 53,841 shares in the company, valued at approximately $29,464,487.25. The trade was a 5.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Keith A. Emery sold 517 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $574.49, for a total transaction of $297,011.33. Following the transaction, the senior vice president owned 500 shares in the company, valued at $287,245. The trade was a 50.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 4,567 shares of company stock worth $2,494,673. Corporate insiders own 9.02% of the company’s stock.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of MUSA. Simplicity Wealth LLC purchased a new stake in Murphy USA in the 2nd quarter worth approximately $739,000. Global Retirement Partners LLC bought a new position in shares of Murphy USA during the second quarter valued at approximately $366,000. Bank of New York Mellon Corp purchased a new stake in Murphy USA in the second quarter worth $78,372,000. Focus Partners Advisor Solutions LLC purchased a new stake in Murphy USA in the second quarter worth $305,000. Finally, GSA Capital Partners LLP bought a new stake in Murphy USA in the second quarter valued at $4,331,000. Institutional investors own 80.81% of the company’s stock.
Murphy USA Trading Down 7.7%
NYSE MUSA opened at $536.48 on Friday. The stock has a market capitalization of $9.91 billion, a P/E ratio of 16.34, a P/E/G ratio of 1.88 and a beta of 0.28. Murphy USA has a one year low of $349.83 and a one year high of $636.04. The business has a 50 day simple moving average of $575.93 and a 200 day simple moving average of $509.65. The company has a debt-to-equity ratio of 3.24, a current ratio of 0.83 and a quick ratio of 0.48.
Murphy USA (NYSE:MUSA – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 earnings per share for the quarter, beating the consensus estimate of $9.95 by $1.32. Murphy USA had a net margin of 2.87% and a return on equity of 102.84%. The firm had revenue of $6.81 billion during the quarter, compared to the consensus estimate of $6.03 billion. During the same period in the previous year, the firm posted $7.36 earnings per share. The business’s revenue was up 36.0% compared to the same quarter last year. Research analysts expect that Murphy USA will post 32.58 earnings per share for the current year.
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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