Murphy USA Inc.

NYSE:MUSA Rapport sur les actions

Capitalisation boursière : US$10.3b

Murphy USA Dividendes et rachats

Dividende contrôle des critères 0/6

Murphy USA est une société versant des dividendes avec un rendement actuel de 0.47%. La prochaine date de paiement est le 1st June, 2026 avec une date ex-dividende de 18th May, 2026.

Informations clés

0.5%

Rendement du dividende

5.6%

Rendement des rachats

Rendement total pour l'actionnaire6.0%
Rendement futur des dividendes0.5%
Croissance des dividendes22.2%
Prochaine date de paiement du dividende01 Jun 26
Date ex-dividende18 May 26
Dividende par actionn/a
Ratio de distribution8%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour du récit May 04

MUSA: Fuel And Nicotine Reliance Will Likely Cap Future Upside Potential

Analysts have lifted the Murphy USA price target from about $340 to roughly $407. The change reflects updated views on slightly higher projected profit margins, a modest adjustment to revenue growth, a higher assumed future P/E, and a small change in discount rate informed by recent Street research.
Mise à jour du récit Apr 20

MUSA: Fuel And Nicotine Exposure Will Support Future Buybacks And Mixed Sentiment

Murphy USA's analyst price target has shifted from $436.25 to $466.00 as analysts point to recent research updates that adjust assumptions around discount rates, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research updates show both optimistic and cautious views on Murphy USA, with several firms adjusting price targets up or down as they revisit key assumptions around earnings power and valuation multiples.
Mise à jour du récit Apr 06

MUSA: Fuel And Nicotine Dependence Will Likely Pressure Future Earnings Power

Analysts have adjusted their price targets on Murphy USA in a mixed fashion, with several firms cutting and others raising their views as they factor in a slightly lower discount rate, a modestly higher revenue growth assumption, a reduced profit margin outlook, and a higher future P/E. Their internal fair value estimate remains steady at $340.
Seeking Alpha Apr 01

Murphy USA: Iran War Benefits Reflected In The Rally (Downgrade)

Summary Murphy USA is downgraded to 'Hold' as the recent rally brings shares to fair value, with an 8% long-term return profile. MUSA benefits from increased fuel price volatility due to the Iran war, which should boost fuel margins by at least 1.5cpg in H1 2026. Despite store growth, MUSA faces headwinds from declining fuel volumes, competitive pressures, and weaker discretionary spending impacting merchandise margins. Capital returns remain robust, with ongoing buybacks yielding sub-5% and leverage at a comfortable 2x, but no compelling upside until a pullback below $450. Read the full article on Seeking Alpha
Mise à jour du récit Mar 23

MUSA: Low Cost Fuel Model And Buybacks Will Drive Future Returns

Analysts have trimmed their average price target on Murphy USA by a few tens of dollars in recent weeks, reflecting a mix of reduced expectations tied to softer fuel and nicotine trends, along with at least one higher target that leans on the company’s low cost fuel model and Walmart adjacency. Analyst Commentary Recent Street research on Murphy USA has been mixed, but it includes several constructive signals that bullish analysts highlight when they look past near term fuel and nicotine headwinds.
Mise à jour du récit Mar 08

MUSA: Fuel And Nicotine Reliance Will Likely Restrain Future Upside

Analysts have recently trimmed their average price targets on Murphy USA by a wide range, roughly $20 to $55 in several cases, citing more cautious views on fuel price volatility, cigarette volumes, and near term earnings power, even as some still see room for upside reflected in prior target increases. Analyst Commentary Recent research shows a clear shift toward more cautious pricing of Murphy USA, with several bearish analysts trimming targets by wide margins after previously setting higher bars for the stock.
Mise à jour du récit Feb 22

MUSA: Fuel And Nicotine Dependence Will Likely Cap Future Share Returns

Analysts trimmed their average price targets for Murphy USA by a wide range, with cuts of $22 to $55 and a new $405 target emerging, as they reassessed fuel demand, pricing volatility and cigarette volume headwinds, along with a modest shift to slightly lower growth and discount rate assumptions. Analyst Commentary Recent Street research on Murphy USA has tilted more cautious, with several bearish analysts cutting price targets and highlighting risks tied to the company’s fuel heavy and nicotine heavy mix.
Mise à jour du récit Feb 08

MUSA: Fuel And Nicotine Exposure Will Support Long Term Buyback Upside

Analysts nudged their fair value estimate for Murphy USA up from about US$423 to roughly US$436. This reflects updated assumptions around slightly lower growth, a modestly higher discount rate, small changes in margin expectations and a lower future P/E, alongside mixed recent price target moves across the Street.
Mise à jour du récit Jan 25

MUSA: Fuel And Nicotine Reliance Will Likely Restrain Future Share Returns

The analyst price target for Murphy USA has been reset to $340 from $350 as analysts balance higher assumed revenue growth and a lower future P/E with a higher discount rate and slightly softer profit margin expectations, alongside mixed recent research that includes both higher external price targets and a new Underperform rating. Analyst Commentary Street research around Murphy USA has been mixed, with several firms lifting their price targets while one major bank initiated coverage with a more cautious stance.
Mise à jour du récit Jan 11

MUSA: Fuel And Nicotine Reliance Will Temper Benefits From Buybacks And Leadership Shift

Analysts have trimmed their price target on Murphy USA to US$405, citing concerns that low gas prices, muted fuel price swings, softer cigarette volumes, and a relatively modest foodservice offering could limit upside compared with peers, given the company’s heavy exposure to fuel and nicotine spending by financially stretched lower income consumers. Analyst Commentary Street research on Murphy USA centers on how its fuel centric, value focused model lines up with current consumer pressures and what that could mean for execution and valuation at the current US$405 price target.
Article d’analyse Jan 06

Murphy USA (NYSE:MUSA) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Mise à jour du récit Dec 23

MUSA: Share Repurchases And Leadership Transition Will Drive Strong Shareholder Returns

Analysts have trimmed their price target on Murphy USA from 600 dollars to 550 dollars, citing a slightly higher discount rate and modestly lower long term margin and valuation assumptions that more than offset stronger projected revenue growth. What's in the News Authorized a new share repurchase program of up to 2 billion dollars through December 31, 2030, supporting the company’s long term capital allocation strategy (company announcement) Completed repurchase of 2.63 million shares, about 13.04% of shares outstanding, under the buyback program launched in May 2023.
Mise à jour du récit Dec 09

MUSA: Leadership Transition And Expanded Buybacks Will Support Steady Shareholder Returns

Analysts have slightly raised their price target on Murphy USA by $0.00 to reflect marginally higher discount rate assumptions and a modestly richer future P E multiple, while keeping fair value estimates effectively unchanged. What's in the News The Board has named current Chief Operating Officer Mindy K.
Mise à jour du récit Nov 25

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

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.
Mise à jour du récit Nov 07

MUSA: Leadership Transition And Expanded Buybacks Will Drive Stronger Returns

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.
Mise à jour du récit Oct 24

Leadership Changes And Share Buybacks Will Drive Suburban Expansion Plans Forward

Analysts have revised their price target for Murphy USA slightly downward from $439.57 to $431.71. This adjustment reflects ongoing changes to growth and margin expectations.
Mise à jour du récit Oct 10

Fuel Convenience Expansion Will Support Future Suburban Growth

Analysts have modestly reduced their price target for Murphy USA from $446.71 to $439.57, citing slight adjustments in growth and profitability assumptions. What's in the News The Board of Directors declared a quarterly cash dividend of $0.53 per share, or $2.12 annualized.
Article d’analyse Sep 14

Is Murphy USA (NYSE:MUSA) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Jul 25

Investors Still Waiting For A Pull Back In Murphy USA Inc. (NYSE:MUSA)

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Seeking Alpha Jan 29

Murphy USA Still Makes Sense If We Factor Future Growth Plans Into The Mix

Summary Murphy USA has shown strong performance since my initial 'buy' rating in September 2022, outperforming the S&P 500 with a 69.4% gain. Despite recent revenue and profit declines, operational stability is evident with increased fuel sales volume and merchandise sales. Management projects significant profitability growth by 2028, with potential annualized upside of 13.9% to 15.1%, outpacing the S&P 500. Maintaining a 'buy' rating due to the company's fundamental strength and future growth prospects, despite potential short-term bumps. Read the full article on Seeking Alpha
Seeking Alpha Oct 20

Murphy USA: I Expect Murphy To Continue To Be A Share Cannibal

Summary Murphy USA has shown exceptional capital allocation, resulting in strong EPS growth and stock performance. Share buybacks have significantly boosted stock value, but high current P/E ratio limits future buyback benefits. Murphy's competitive edge includes high net income per employee and strategic locations near Walmart, but margins lag behind competitors. Risks include delayed transition to EV charging stations and a relatively high debt load, though management's competence remains a strong asset. Read the full article on Seeking Alpha

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: MUSA ne verse pas de dividende notable pour le marché US, il n'est donc pas nécessaire de vérifier si les paiements sont stables.

Dividende croissant: MUSA ne verse pas de dividende notable pour le marché US, il n'est donc pas nécessaire de vérifier si les paiements augmentent.


Rendement des dividendes par rapport au marché

Murphy USA Rendement des dividendes par rapport au marché
Comment le rendement du dividende de MUSA se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (MUSA)0.5%
25% du marché (US)1.4%
25% du marché (US)4.3%
Moyenne du secteur (Specialty Retail)2.3%
Analyste prévisionnel (MUSA) (jusqu'à 3 ans)0.5%

Dividende notable: Le dividende de MUSA ( 0.47% ) n'est pas notable par rapport aux 25 % des payeurs de dividendes les plus faibles du marché US ( 1.42% ).

Dividende élevé: Le dividende de MUSA ( 0.47% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché US ( 4.25% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: MUSA ne verse pas de dividende notable pour le marché US.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: MUSA ne verse pas de dividende notable pour le marché US.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 14:05
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Murphy USA Inc. est couverte par 13 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Lisa LewandowskiBofA Global Research
Bonnie HerzogGoldman Sachs
Corey TarloweJefferies LLC