MUSAConsumer Cyclical · Specialty RetailThe 10 Wall Street analysts covering Murphy USA, Inc. hold a median 12-month price target of $622 — +21.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 6 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Murphy USA, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (97): The share price has been relatively steady.
Accruals (48): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (16): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on MUSA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +21.2% from it.
Of the 20 most recent actions, 12 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 Aug 2026 | JP Morgan | Maintains | Overweight | $655 → $633 |
| 20 July 2026 | Wells Fargo | Maintains | Equal-Weight | $520 → $570 |
| 10 July 2026 | B of A Securities | Maintains | Neutral | $600 → $625 |
| 6 July 2026 | Goldman Sachs | Upgrade | Neutral | $380 → $550 |
| 1 July 2026 | Jefferies | Upgrade | Buy | $550 → $625 |
| 12 June 2026 | Keybanc | Maintains | Overweight | $600 → $680 |
| 1 May 2026 | Wells Fargo | Maintains | Equal-Weight | $450 → $520 |
| 30 Apr 2026 | RBC Capital | Maintains | Sector Perform | $510 → $517 |
| 24 Apr 2026 | Keybanc | Maintains | Overweight | $560 → $600 |
| 23 Apr 2026 | B of A Securities | Upgrade | Neutral | $350 → $550 |
| 14 Apr 2026 | Wells Fargo | Maintains | Equal-Weight | $400 → $450 |
| 26 Mar 2026 | JP Morgan | Initiates | Overweight | $539 |
| 6 Feb 2026 | Stephens & Co. | Maintains | Overweight | $475 → $450 |
| 6 Feb 2026 | Wells Fargo | Maintains | Equal-Weight | $410 → $400 |
| 5 Feb 2026 | RBC Capital | Maintains | Sector Perform | $467 → $445 |
| 21 Jan 2026 | Stephens & Co. | Maintains | Overweight | $425 → $475 |
| 21 Jan 2026 | Wells Fargo | Maintains | Equal-Weight | $375 → $410 |
| 23 Oct 2025 | Keybanc | Maintains | Overweight | — |
| 15 Oct 2025 | Wells Fargo | Downgrade | Equal-Weight | — |
| 1 Aug 2025 | Wells Fargo | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. MUSA appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 6 Oct 2026, Murphy USA, Inc. returned +35.8% against +17.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 44% of US stocks
Cheaper than 82% of US stocks
Cheaper than 8% of US stocks
Cheaper than 38% of US stocks
Higher than 83% of US stocks
Higher than 72% of US stocks
Higher than 10% of US stocks
Higher than 55% of US stocks
Higher than 56% of US stocks
Higher than 95% of US stocks
Higher than 95% of US stocks
Higher than 65% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Murphy USA, Inc. has a market value of $9.4B and an enterprise value of $12.0B.
Revenue in the twelve months to 30 June 2026: $21.5B. The latest quarter grew 40.8% year on year.
Net income over the same four quarters: $617.2M, a 2.9% net margin.
Diluted earnings per share, trailing twelve months: $32.84.
Free cash flow in the twelve months to 30 June 2026: $541.5M.
Murphy USA, Inc. spent $438.9M on share buybacks and $45.4M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 15.7×; forward P/E: 16.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.51%, paying out 7% of earnings.
Murphy USA, Inc. employs 5,900 people — $3.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Murphy USA, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research highlights growth attributes of Murphy USA (MUSA) that could help it outperform the market. The article lists reasons why growth investors should consider the company.
Why it matters — MUSA investors may find the analysis useful as it points to the company's underlying growth characteristics being recognized by a research firm.
Zacks Investment Research highlights Murphy USA as a strong momentum stock using its Zacks Style Scores feature, which helps investors identify robust stocks across value, growth, or momentum categories.
Why it matters — The item signals that MUSA is being recognized for positive momentum characteristics by Zacks' research tool, which could be of interest to investors screening for strong stocks.
Murphy USA announced it will release its third quarter 2026 financial results and management commentary after market close on Wednesday, October 28, 2026, followed by a question-and-answer session on Thursday, October 29, 2026. The earnings materials will be available on the company's Investor Relations website, with a live webcast of the Q&A session.
Why it matters — MUSA watchers will want to note the scheduled date so they can access the earnings release, management commentary, and live Q&A webcast.
Zacks Investment Research, through its Style Scores system, highlights Murphy USA (MUSA) as a top value stock suitable for long-term investors. The article points to the Style Scores tool as a way to identify top-rated stocks based on investing style.
Why it matters — A MUSA watcher would care because the company is being singled out by a widely used stock-screening system as a leading value stock for long-term investors.
Macy's reported better-than-expected quarterly earnings as comparable sales continued to increase, and the company raised its guidance.
Why it matters — Steady retail spending trends, as reflected in Macy's results, may signal consumer demand conditions relevant to the broader retail sector that MUSA operates within.
The 10 Wall Street analysts covering Murphy USA, Inc. have a median 12-month price target of $622, with estimates ranging from $550 to $680. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering Murphy USA, Inc., 6 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Murphy USA, Inc. 96 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, Murphy USA, Inc. ranks 96 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (97 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +21.2% from the last close, and Ticker Nerd's factor model ranks Murphy USA, Inc. 96 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Murphy USA, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MUSA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $550 to $680 over the next 12 months.
Murphy USA, Inc. returned +35.8% over the 12 months to 6 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Murphy USA Inc. is a retail motor fuel and convenience merchandise company that operates a large network of fuel-centered stores across the United States.
The most recent item we track (Zacks Investment Research, 25 Sept 2026): "3 Reasons Why Growth Investors Shouldn't Overlook Murphy USA (MUSA)". Zacks Investment Research highlights growth attributes of Murphy USA (MUSA) that could help it outperform the market. The article lists reasons why growth investors should consider the company.
Murphy USA Inc. is a retail motor fuel and convenience merchandise company that operates a large network of fuel-centered stores across the United States. The company sells gasoline, diesel, and related products, while also offering snacks, beverages, tobacco, and other everyday convenience items through its Murphy USA, Murphy Express, and QuickChek banners. Its business model focuses on high-volume, value-oriented retail locations, with many stores positioned near Walmart Supercenters and other convenient consumer traffic areas. Murphy USA also operates non-fuel convenience stores and supports its retail operations with product supply, distribution terminals, and wholesale fuel marketing. Headquartered in El Dorado, Arkansas, Murphy USA plays a significant role in the U.S. convenience retail and gasoline distribution market by serving daily consumer travel and routine household purchasing needs.
CEO Ms. Malynda K. West CPA · 5,900 employees · United States · https://www.murphyusa.com
