Royal Bank Of Canada Issues Pessimistic Forecast for Murphy USA (NYSE:MUSA) Stock Price

Murphy USA (NYSE:MUSA) had its price objective cut by Royal Bank Of Canada from $467.00 to $445.00 in a note issued to investors on Thursday, MarketBeat.com reports. The brokerage presently has a “sector perform” rating on the specialty retailer’s stock. Royal Bank Of Canada’s price target indicates a potential upside of 17.57% from the company’s current price.

Other equities analysts have also issued research reports about the stock. Stephens increased their price target on shares of Murphy USA from $425.00 to $475.00 and gave the stock an “overweight” rating in a report on Wednesday, January 21st. Zacks Research raised shares of Murphy USA from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Weiss Ratings reissued a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th. Bank of America initiated coverage on Murphy USA in a report on Friday, January 9th. They issued an “underperform” rating for the company. Finally, Wells Fargo & Company increased their price objective on Murphy USA from $375.00 to $410.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $457.50.

Murphy USA Price Performance

NYSE:MUSA opened at $378.50 on Thursday. The stock has a fifty day moving average of $414.52 and a 200 day moving average of $393.40. Murphy USA has a 52-week low of $345.23 and a 52-week high of $523.09. The firm has a market capitalization of $7.03 billion, a price-to-earnings ratio of 15.59, a P/E/G ratio of 3.48 and a beta of 0.38. The company has a debt-to-equity ratio of 3.47, a quick ratio of 0.40 and a current ratio of 0.80.

Murphy USA (NYSE:MUSA) last issued its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.67 by $0.86. The firm had revenue of $4.74 billion during the quarter, compared to the consensus estimate of $4.88 billion. Murphy USA had a return on equity of 75.75% and a net margin of 2.43%.The company’s revenue for the quarter was up .7% on a year-over-year basis. During the same quarter last year, the company posted $6.96 EPS. On average, research analysts expect that Murphy USA will post 26.45 EPS for the current fiscal year.

Insider Activity

In related news, CEO Malynda K. West sold 3,967 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $450.00, for a total transaction of $1,785,150.00. Following the transaction, the chief executive officer directly owned 117,389 shares in the company, valued at $52,825,050. This trade represents a 3.27% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO R Andrew Clyde sold 16,250 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $381.33, for a total value of $6,196,612.50. Following the completion of the sale, the chief executive officer owned 59,172 shares of the company’s stock, valued at $22,564,058.76. The trade was a 21.55% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 49,001 shares of company stock valued at $19,134,872 over the last 90 days. 9.04% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Murphy USA

A number of large investors have recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB increased its holdings in Murphy USA by 82.4% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 28 shares during the period. Ameriflex Group Inc. purchased a new position in shares of Murphy USA during the third quarter valued at approximately $26,000. EverSource Wealth Advisors LLC raised its holdings in shares of Murphy USA by 423.1% during the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 55 shares in the last quarter. Ameritas Advisory Services LLC purchased a new stake in Murphy USA in the second quarter worth $29,000. Finally, AlphaQuest LLC boosted its holdings in Murphy USA by 317.6% in the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 54 shares in the last quarter. Institutional investors own 80.81% of the company’s stock.

Trending Headlines about Murphy USA

Here are the key news stories impacting Murphy USA this week:

• Positive Sentiment: Company laid out an explicit plan to drive EBITDA to $1.2B by 2028 via disciplined store expansion and cost management — a multi‑year profitability target that supports longer‑term upside if execution stays on track. Murphy USA outlines EBITDA path to $1.2B by 2028
• Positive Sentiment: Reported Q4 EPS of $7.53, beating consensus (around $6.67–$6.91) — EPS beat indicates operating leverage and margin improvements even as top‑line growth was weak. Murphy USA (MUSA) Q4 Earnings Top Estimates
• Neutral Sentiment: Earnings call highlighted strategic growth amid competitive pressures — management reiterated growth initiatives but acknowledged headwinds in the retail fuel environment (read the call highlights for color). Murphy USA Inc (MUSA) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Full earnings/transcript coverage is available for detail — useful for investors who want management’s commentary on margins, CapEx and store cadence. Murphy USA Inc. (MUSA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Wells Fargo trimmed its price target from $410 to $400 and moved to an “equal weight” view — a near‑term vote of caution that can pressure sentiment. Wells Fargo price target cut
• Negative Sentiment: RBC lowered its target to $445 and set a “sector perform” rating — another analyst downshift that reduces consensus upside and likely contributed to selling. Murphy USA Price Target Lowered to $445 at RBC
• Negative Sentiment: Despite the EPS beat, revenue came in below estimates and QuiverQuant flagged declines in cash and high insider selling activity — data points that raise short‑term concerns about cash flow and insider confidence. Murphy USA Releases Q4 2025 Earnings: EPS Beat but Revenue Miss

Murphy USA Company Profile

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.