MUSA - NYSE
Murphy USA Inc.
$542.16
+1.6%Murphy USA Inc. engages in marketing of retail motor fuel products and convenience merchandise. The company operates retail stores under the Murphy USA, Murphy Express, and QuickChek brands. As of December 31, 2021, it operated 1,679 retail gasoline stores principally in the Southeast, Southwest, and Midwest United States. The company was founded in 1996 and is headquartered in El Dorado, Arkansas.
At a Glance
Live SnapshotMurphy USA Inc. Street Expectations Map
Wall Street analysts project that MUSA stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 504.25, with estimates ranging from a low of 450.00 to a high of 600.00.
The consensus 1-year price target stands at 504.25, with estimates ranging from a low of 450.00 to a high of 600.00.
Analyst Consensus Analysis
Upside Potential
Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Risk-Reward Profile
Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.
Analyst Conviction
Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
Murphy USA Inc. Forward Estimates of Revenue
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Murphy USA Inc. Forward Estimates of Net Income
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Murphy USA Inc. Forward Estimates of EPS
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Murphy USA Inc. Forward Estimates of EBIT
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Murphy USA Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Murphy USA Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Murphy USA Inc. Insider Positioning
During the last 12 months, insiders have purchased $1.84M and sold $34.85M worth of MUSA shares, resulting in $33.02M of net selling activity.
3 Months
0
0.00
27.6K
16.37M
-16.4M
-$16.37M
3-6 Months
0
0.00
20.0K
8.33M
-8.3M
-$8.33M
6-9 Months
0
0.00
24.7K
9.43M
-9.4M
-$9.43M
9-12 Months
5.0K
1.84M
1.9K
717.99K
+1.1M
+$1.12M
Top Buyers
Murphy Robert Madison
Director
$1.84M
Top Sellers
Murphy Robert Madison
Director
$15.52M
Clyde R Andrew
Director, Officer: Chief Executive Officer
$9.43M
West Malynda K
Director, Officer: President & Ceo
$4.22M
Bacon Renee M
Officer: Svp, Chief Retail Officer
$2.26M
Chumley Robert J
Officer: Svp Innovation
$2.12M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $33.02M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your MUSA research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.