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MUSA: Leadership Changes and $2 Billion Buybacks Will Drive Shareholder Value

Leadership Changes And Share Buybacks Will Drive Suburban Expansion Plans Forward

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MUSA
AnalystConsensusTarget
Not Invested
Published 23 Aug 2024

Update shared on 25 Nov 2025

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AnalystConsensusTarget's Fair Value
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1Y
-22.1%
7D
-0.4%

Analysts have maintained their price target for Murphy USA at $423.29. They cited minor shifts in underlying financial assumptions that did not substantially alter their overall outlook for the company.

What's in the News

  • Mindy K. West, currently Chief Operating Officer, has been appointed President and will succeed Andrew Clyde as Chief Executive Officer effective January 1, 2026. Mr. Clyde will stay on as a non-executive advisor through February 2027 to assist with the transition (Key Developments).
  • The company announced the departure of Executive Vice President and Chief Financial Officer Galagher Jeff, effective October 14, 2025. Donald R. Smith Jr. has been appointed interim Chief Financial Officer (Key Developments).
  • Murphy USA declared a quarterly dividend of $0.63 per common share, a 19% increase from the previous quarter. The record date is November 10, 2025, with payment on December 1, 2025 (Key Developments).
  • From July 1 to September 30, 2025, the company repurchased 569,428 shares for $219.25 million. This completed a larger buyback of 2,628,008 shares valued at $1,141.39 million (Key Developments).
  • A share repurchase program was announced, authorizing up to $2,000 million in buybacks. The authorization is valid through December 31, 2030 (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target: Remained unchanged at $423.29, reflecting stable expectations for Murphy USA's fair value.
  • Discount Rate: Lowered slightly from 9.23% to 9.17%. This indicates a marginally less risky outlook for the company's future cash flows.
  • Revenue Growth: Decreased modestly from 8.52% to 8.46%. This suggests slightly tempered growth expectations.
  • Net Profit Margin: Declined from 2.48% to 2.41%, which points to a minor reduction in anticipated profitability.
  • Future P/E: Increased from 15.36x to 15.78x. This signals a higher valuation relative to projected earnings.

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Disclaimer

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