Murphy USA Inc. (MUSA) Releases Q4 2025 Earnings: EPS Beat but Revenue Miss

Murphy USA Inc. (MUSA) reported fourth-quarter 2025 total revenues of $4.74 billion, up 0.7% year over year.

Gross profit: $637.4 million (+6.41% YoY)

Operating profit: $209.5 million (+5.28% YoY)

Net income attributable to common shareholders: $141.9 million (-0.42% YoY)

Diluted earnings per share: $7.53 (+8.19% YoY)

Cash from operating activities was $245.5 million, a decline of 1.29% year over year. Capital expenditures were $116.7 million, down 8.11% versus the prior year.

Cash and cash equivalents: $28.9 million (-38.51% YoY)

Total liabilities: $4.10 billion (+10.83% YoY)

Murphy USA beat EPS expectations, delivering $7.53 versus an estimate of $6.91, while revenues came in below the consensus estimate of $4.95 billion.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Murphy USA Inc. Insider Trading Activity

Murphy USA Inc. insiders have traded $MUSA stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $MUSA stock by insiders over the last 6 months:

R ANDREW CLYDE (Chief Executive Officer) has made 0 purchases and 2 sales selling 40,983 shares for an estimated $15,628,047.
MALYNDA K WEST (President & CEO) has made 0 purchases and 2 sales selling 5,910 shares for an estimated $2,439,661.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Murphy USA Inc. Hedge Fund Activity

We have seen 243 institutional investors add shares of Murphy USA Inc. stock to their portfolio, and 247 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BARCLAYS PLC added 323,331 shares (+318.6%) to their portfolio in Q3 2025, for an estimated $125,536,494
FMR LLC added 238,994 shares (+26.5%) to their portfolio in Q3 2025, for an estimated $92,791,810
JPMORGAN CHASE & CO added 146,662 shares (+69.7%) to their portfolio in Q3 2025, for an estimated $56,942,988
INVESCO LTD. removed 130,199 shares (-33.5%) from their portfolio in Q3 2025, for an estimated $50,551,063
SG AMERICAS SECURITIES, LLC added 125,185 shares (+1723.1%) to their portfolio in Q4 2025, for an estimated $50,514,651
HOLOCENE ADVISORS, LP removed 116,825 shares (-93.1%) from their portfolio in Q3 2025, for an estimated $45,358,474
MANUFACTURERS LIFE INSURANCE COMPANY, THE removed 110,426 shares (-89.1%) from their portfolio in Q3 2025, for an estimated $42,873,998

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Murphy USA Inc. Analyst Ratings

Wall Street analysts have issued reports on $MUSA in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Stephens & Co. issued a "Overweight" rating on 01/21/2026

To track analyst ratings and price targets for Murphy USA Inc., check out Quiver Quantitative's $MUSA forecast page.

Murphy USA Inc. Price Targets

Multiple analysts have issued price targets for $MUSA recently. We have seen 3 analysts offer price targets for $MUSA in the last 6 months, with a median target of $460.0.

Here are some recent targets:

Pooran Sharma from Stephens & Co. set a target price of $475.0 on 01/21/2026
Edward Kelly from Wells Fargo set a target price of $410.0 on 01/21/2026
Bradley Thomas from Keybanc set a target price of $460.0 on 10/23/2025