Update shared on 07 Nov 2025
Fair value Decreased 1.95%Analysts have slightly reduced their price target for Murphy USA, lowering it from $431.71 to $423.29. This revision is due to increased discount rates and minor adjustments in profit margin forecasts, even though there are expectations for stronger revenue growth.
What's in the News
- Mindy K. West has been appointed to succeed Andrew Clyde as CEO of Murphy USA, effective January 1, 2026. Clyde will remain as a non-executive advisor through February 2027 to support the leadership transition. (Key Developments)
- Murphy USA announced a share repurchase program to buy back up to $2,000 million of its common stock, valid until December 31, 2030. (Key Developments)
- From July to September 2025, the company completed a tranche of its buyback plan, repurchasing 569,428 shares for $219.25 million. This brings the total to over 2.6 million shares repurchased since May 2023. (Key Developments)
- The Board declared a quarterly cash dividend of $0.63 per common share, representing a 19% increase from the previous quarter. The payment date is December 1, 2025. (Key Developments)
- Donald R. Smith Jr. was appointed interim Chief Financial Officer following the departure of Galagher Jeff on October 14, 2025. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has declined modestly from $431.71 to $423.29.
- The discount rate has risen slightly, moving from 9.02% to 9.23%.
- Revenue growth expectations have increased from 7.67% to 8.52%.
- Net profit margin has edged down, from 2.51% to 2.48%.
- Future P/E has fallen from 16.68x to 15.36x.
Disclaimer
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