Murphy USA
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
20% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]
1.62% less ownership
Funds ownership: 84.77% [Q1] → 83.15% (-1.62%) [Q2]
3% less funds holding
Funds holding: 506 [Q1] → 489 (-17) [Q2]
10% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 86
10% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 172
16% less capital invested
Capital invested by funds: $7.89B [Q1] → $6.66B (-$1.22B) [Q2]
35% less call options, than puts
Call options by funds: $30.1M | Put options by funds: $46.4M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
Wells Fargo
Anthony Bonadio
|
$440
|
Overweight
Maintained
|
1 Aug 2025 |
|
Keybanc
Bradley Thomas
|
$480
|
Overweight
Maintained
|
25 Jul 2025 |
Financial journalist opinion
