Murphy USAMUSA
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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
31% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 49
29% more call options, than puts
Call options by funds: $39.9M | Put options by funds: $30.9M
1% more funds holding
Funds holding: 500 [Q3] → 507 (+7) [Q4]
3% more capital invested
Capital invested by funds: $8.08B [Q3] → $8.31B (+$229M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 6 (+0) [Q4]
1.09% less ownership
Funds ownership: 81.05% [Q3] → 79.96% (-1.09%) [Q4]
16% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 189
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Keybanc Bradley Thomas 58% 1-year accuracy 14 / 24 met price target | 12%upside $550 | Overweight Initiated | 11 Apr 2025 |
Wells Fargo Anthony Bonadio 75% 1-year accuracy 6 / 8 met price target | 12%upside $550 | Overweight Maintained | 7 Feb 2025 |
RBC Capital Irene Nattel 100% 1-year accuracy 4 / 4 met price target | 13%upside $554 | Sector Perform Maintained | 6 Feb 2025 |
Financial journalist opinion
Based on 3 articles about MUSA published over the past 30 days
