Murphy USAMUSA
MUSA
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 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
2.35% more ownership
Funds ownership: 81.85% [Q4 2024] → 84.21% (+2.35%) [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] → 500 (-11) [Q1 2025]
6% less capital invested
Capital invested by funds: $8.32B [Q4 2024] → $7.83B (-$482M) [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
18%
upside
Avg. target
$517
28%
upside
High target
$550
37%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Stephens & Co. Brett Huff | 18%upside $475 | Overweight Maintained | 9 May 2025 |
Keybanc Justin Patterson | 31%upside $525 | Overweight Maintained | 9 May 2025 |
Keybanc Bradley Thomas | 37%upside $550 | Overweight Initiated | 11 Apr 2025 |
Financial journalist opinion
Neutral
Seeking Alpha
22 hours 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.
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.
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.
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.
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.
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.
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.
Neutral
Business Wire
1 month ago
Murphy USA Welcomes David C. Haley to Board of Directors
EL DORADO, Ark.--(BUSINESS WIRE)--Murphy USA Inc. (NYSE: MUSA) is pleased to announce that the Board of Directors has appointed David C. Haley as an independent director of the company. “It is with great pleasure that we announce the addition of David to our Board,” said Madison Murphy, Chairman of Murphy USA Inc. “His rich experience in capital management and corporate leadership, will greatly benefit our company. We look forward to his contributions as we continue to advance our strategic obj.
Neutral
Business Wire
1 month ago
Murphy USA Inc. Announces Dividend Increase
EL DORADO, Ark.--(BUSINESS WIRE)--The Board of Directors of Murphy USA Inc. (NYSE: MUSA) today declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.50 per share, or $2.00 per share on an annualized basis, reflecting a 2% increase from the prior quarter. The dividend is payable on June 2, 2025, to stockholders of record as of May 12, 2025. About Murphy USA Murphy USA (NYSE: MUSA) is a leading retailer of gasoline and convenience merchandise with more than 1,750 stores.
Positive
Zacks Investment Research
1 month ago
Murphy USA (MUSA) Reports Next Week: Wall Street Expects Earnings Growth
Murphy USA (MUSA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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