MUSA icon

Murphy USA

423.01 USD
+8.11
1.95%
At close Jul 3, 4:00 PM EDT
1 day
1.95%
5 days
4.27%
1 month
-0.96%
3 months
-12.34%
6 months
-15.47%
Year to date
-14.31%
1 year
-6.59%
5 years
273.49%
10 years
643.04%
 

About: Murphy USA operates more than 1,700 fueling stations and convenience stores primarily across the Midwest and Southeastern United States. The firm owns about 75% of its locations, with most stores situated in high-traffic areas near Walmart supercenters. Murphy's stores typically range from 1,400-2,800 square feet, with most of its in-store sales derived from tobacco and nicotine products. The company acquired about 150 QuickChek stores in 2021, boosting its presence in grocery and foodservice. Murphy generates about two thirds of its profit from fuel retailing, with the remaining third coming from in-store sales.

Employees: 17,200

0
Funds holding %
of 7,310 funds
0
Analysts bullish %
of 3 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

2.36% more ownership

Funds ownership: 81.85% [Q4 2024] → 84.21% (+2.36%) [Q1 2025]

7% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 165

2% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 63

2% less funds holding

Funds holding: 511 [Q4 2024] → 501 (-10) [Q1 2025]

6% less capital invested

Capital invested by funds: $8.32B [Q4 2024] → $7.83B (-$481M) [Q1 2025]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q4 2024] → 5 (-1) [Q1 2025]

37% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $33.8M

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$475
12%
upside
Avg. target
$517
22%
upside
High target
$550
30%
upside

3 analyst ratings

positive
100%
neutral
0%
negative
0%
Stephens & Co.
Brett Huff
12%upside
$475
Overweight
Maintained
9 May 2025
Keybanc
Justin Patterson
24%upside
$525
Overweight
Maintained
9 May 2025
Keybanc
Bradley Thomas
30%upside
$550
Overweight
Initiated
11 Apr 2025

Financial journalist opinion

Based on 4 articles about MUSA published over the past 30 days

Neutral
Business Wire
2 days ago
Murphy USA Schedules Second Quarter 2025 Results Conference Call
EL DORADO, Ark.--(BUSINESS WIRE)--Murphy USA Inc. (NYSE: MUSA) will release second quarter 2025 earnings results after the market closes on Wednesday, July 30, 2025, followed by a conference call at 10:00 a.m. CT on Thursday, July 31, 2025. The call can be accessed via webcast through the Investor Relations section of Murphy USA's website at http://ir.corporate.murphyusa.com. If you are unable to attend via webcast, the conference call number is 1-888-330-2384 and the conference ID number is 66.
Murphy USA Schedules Second Quarter 2025 Results Conference Call
Positive
Seeking Alpha
2 weeks ago
Murphy USA: Attractively Valued Thanks To Smart Capital Allocation
Murphy USA remains attractive for long-term investors due to aggressive share buybacks, which drive strong EPS growth despite slow revenue growth. The company's capital allocation is highly shareholder-friendly, focusing on reducing share count rather than just offsetting stock-based compensation. While recent results showed weaker earnings from lower fuel prices and increased debt, the balance sheet remains secure and ROIC is still strong.
Murphy USA: Attractively Valued Thanks To Smart Capital Allocation
Neutral
Business Wire
2 weeks ago
Murphy USA Issues Operations Update
EL DORADO, Ark.--(BUSINESS WIRE)--Murphy USA Inc. (NYSE: MUSA) is issuing an operational update in advance of executive attendance at two investor conferences in June, the Jefferies Consumer Conference on June 18th and the JP Morgan Energy, Power, Renewables, and Mining Conference on June 24th. Ahead of these conferences and investor discussions, Murphy USA is updating second quarter-to-date performance metrics based on preliminary results covering the period April 1st to May 31st: Second Quart.
Murphy USA Issues Operations Update
Neutral
Seeking Alpha
2 weeks ago
Murphy USA: Pullback Creates Opportunity (Rating Upgrade)
Murphy USA shares have underperformed, but are now in my buy range after a 15% decline and disappointing Q1 results. Gasoline volumes and merchandise sales were weak, but fuel margins and loyalty program improvements provide some optimism for Q2. Cost pressures from higher wages hurt margins, but a loosening labor market and strong buybacks support future earnings and shareholder returns.
Murphy USA: Pullback Creates Opportunity (Rating Upgrade)
Negative
Zacks Investment Research
1 month ago
Murphy USA Q1 Earnings Fall Short as Fuel Volumes Decline
MUSA's revenues from petroleum product sales came in at $3.5 billion in first-quarter 2025, below our estimate of $3.7 billion and down 8.4% from a year ago.
Murphy USA Q1 Earnings Fall Short as Fuel Volumes Decline
Neutral
Seeking Alpha
1 month ago
Murphy USA Inc. (MUSA) Q1 2025 Earnings Call Transcript
Murphy USA Inc. (NYSE:MUSA ) Q1 2025 Earnings Call May 8, 2025 11:00 AM ET Company Participants Christian Pikul - Vice President, Investor Relations Andrew Clyde - Chief Executive Officer Mindy West - Chief Operating Officer Galagher Jeff - Chief Financial Officer Donnie Smith - Chief Accounting Officer Conference Call Participants Anthony Bonadio - Wells Fargo Corey Tarlowe - Jefferies Bonnie Herzog - Goldman Sachs Pooran Sharma - Stephens Brad Thomas - KeyBanc Capital Markets Jacob Aiken-Phillips - Melius Bobby Griffin - Raymond James Operator Good morning and welcome to the Murphy USA First Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.
Murphy USA Inc. (MUSA) Q1 2025 Earnings Call Transcript
Neutral
Zacks Investment Research
1 month ago
Murphy USA (MUSA) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Murphy USA (MUSA) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Murphy USA (MUSA) Reports Q1 Earnings: What Key Metrics Have to Say
Negative
Zacks Investment Research
1 month ago
Murphy USA (MUSA) Q1 Earnings and Revenues Lag Estimates
Murphy USA (MUSA) came out with quarterly earnings of $2.63 per share, missing the Zacks Consensus Estimate of $3.87 per share. This compares to earnings of $3.12 per share a year ago.
Murphy USA (MUSA) Q1 Earnings and Revenues Lag Estimates
Neutral
Business Wire
1 month ago
Murphy USA Inc. Reports First Quarter 2025 Results
EL DORADO, Ark.--(BUSINESS WIRE)--Murphy USA Inc. (NYSE: MUSA), a leading marketer of retail motor fuel products and convenience merchandise, today announced financial results for the three months ended March 31, 2025. Key Highlights: Net income was $53.2 million, or $2.63 per diluted share, in Q1 2025 compared to net income of $66.0 million, or $3.12 per diluted share, in Q1 2024. Total fuel contribution for Q1 2025 was 25.4 cpg, compared to 24.8 cpg in Q1 2024. Total retail gallons decreased.
Murphy USA Inc. Reports First Quarter 2025 Results
Positive
Zacks Investment Research
1 month ago
Exploring Analyst Estimates for Murphy USA (MUSA) Q1 Earnings, Beyond Revenue and EPS
Besides Wall Street's top -and-bottom-line estimates for Murphy USA (MUSA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
Exploring Analyst Estimates for Murphy USA (MUSA) Q1 Earnings, Beyond Revenue and EPS
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