Murphy USA Inc.

NYSE:MUSA Stok Raporu

Piyasa değeri: US$9.6b

Murphy USA Yönetim

Yönetim kriter kontrolleri 3/4

Murphy USA CEO'su Mindy West, Jan2025 tarihinde atandı, in görev süresi 1.25 yıldır. in toplam yıllık tazminatı $ 4.43M olup, şirket hissesi ve opsiyonları dahil olmak üzere 18.9% maaş ve 81.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.66% ine doğrudan sahiptir ve bu hisseler $ 63.14M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 0.3 yıl ve 8.8 yıldır.

Anahtar bilgiler

Mindy West

İcra Kurulu Başkanı

US$4.4m

Toplam tazminat

CEO maaş yüzdesi18.89%
CEO görev süresi1.3yrs
CEO sahipliği0.7%
Yönetim ortalama görev süresiless than a year
Yönetim Kurulu ortalama görev süresi8.8yrs

Son yönetim güncellemeleri

Recent updates

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.

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.

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

Apr 01

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.

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.

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.

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.

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.

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.

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

Jan 06
Murphy USA (NYSE:MUSA) Has A Somewhat Strained Balance Sheet

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.

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.

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.

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.

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.

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.

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

Sep 14
Is Murphy USA (NYSE:MUSA) Using Too Much Debt?

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

Jul 25
Investors Still Waiting For A Pull Back In Murphy USA Inc. (NYSE:MUSA)

A Look At The Intrinsic Value Of Murphy USA Inc. (NYSE:MUSA)

May 14
A Look At The Intrinsic Value Of Murphy USA Inc. (NYSE:MUSA)

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

Jan 29

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

Oct 20
User avatar

Expanding Stores And Innovating Digitally Fuels Growth Amid Market Challenges

Expansion strategy and digital investments aim to amplify customer experience and operational efficiencies, fostering revenue and margin growth.

Murphy USA: Potential Share Appreciation Via Buybacks

Aug 14

CEO Tazminat Analizi

Mindy West'un ücretlendirmesi Murphy USA'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025US$4mUS$836k

US$471m

Sep 30 2025n/an/a

US$471m

Jun 30 2025n/an/a

US$491m

Mar 31 2025n/an/a

US$490m

Dec 31 2024US$4mUS$760k

US$503m

Sep 30 2024n/an/a

US$510m

Jun 30 2024n/an/a

US$529m

Mar 31 2024n/an/a

US$517m

Dec 31 2023US$3mUS$748k

US$557m

Sep 30 2023n/an/a

US$525m

Jun 30 2023n/an/a

US$576m

Mar 31 2023n/an/a

US$627m

Dec 31 2022US$3mUS$723k

US$673m

Sep 30 2022n/an/a

US$664m

Jun 30 2022n/an/a

US$549m

Mar 31 2022n/an/a

US$494m

Dec 31 2021US$3mUS$698k

US$397m

Sep 30 2021n/an/a

US$349m

Jun 30 2021n/an/a

US$312m

Mar 31 2021n/an/a

US$352m

Dec 31 2020US$3mUS$673k

US$386m

Sep 30 2020n/an/a

US$373m

Jun 30 2020n/an/a

US$375m

Mar 31 2020n/an/a

US$239m

Dec 31 2019US$3mUS$644k

US$155m

Tazminat ve Piyasa: Mindy 'nin toplam tazminatı ($USD 4.43M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.50M ).

Tazminat ve Kazançlar: Mindy 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Mindy West (55 yo)

1.3yrs
Görev süresi
US$4,425,853
Tazminat

Ms. Malynda K. West, also known as Mindy, C.P.A., is CEO & Director of Murphy USA Inc. from January 1, 2026 and serves as President since 2025. Ms. West was Executive VP & COO of Murphy USA Inc. from March...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Malynda West
President1.3yrsUS$4.43m0.66%
$ 63.1m
Donald Smith
Senior VP2.3yrsUS$2.59m0.12%
$ 11.6m
R. Clyde
Non-Executive Advisorless than a yearUS$11.76m1.12%
$ 107.4m
Renee Bacon
Senior VP & Chief Retail Officerless than a yearUS$1.68m0.017%
$ 1.6m
Robert Chumley
Senior VP & Chief Technology and Innovation Officerless than a yearUS$1.53m0.032%
$ 3.1m
Christian Pikul
Vice President of Investor Relations & FP&A10.3yrsVeri yokVeri yok
Gregory Smith
VP, General Counsel & Corporate Secretary10.2yrsVeri yokVeri yok
Jim McPhail
Senior VP & Chief Store Development and Asset Management Officer1.3yrsVeri yokVeri yok
Eric Bartko
Senior VP & Chief Customer Officerless than a yearVeri yok0.0019%
$ 182.9k
Scott Woodward
Senior VP & Chief Merchandising Officerless than a yearVeri yok0.023%
$ 2.2m
Keith Emery
Senior VP & Chief Fuels Officerless than a yearVeri yokVeri yok
0.3yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş

Deneyimli Yönetim: MUSA 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 0.3 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Malynda West
Presidentless than a yearUS$4.43m0.66%
$ 63.1m
Claiborne Deming
Independent Director12.7yrsUS$324.40k3.59%
$ 345.3m
James Keyes
Independent Director12.7yrsUS$277.59k0.096%
$ 9.2m
David Goebel
Independent Director4.5yrsUS$278.91k0.0097%
$ 934.5k
Robert Murphy
Independent Non-Executive Chairman12.7yrsUS$497.59k2.96%
$ 285.1m
David Miller
Independent Director10.3yrsUS$278.59k0.25%
$ 24.0m
Diane Landen
Independent Director12.7yrsUS$320.09k0.78%
$ 75.3m
David Haley
Independent Directorless than a yearUS$180.41k0.0067%
$ 646.8k
Jeanne Phillips
Independent Director7.4yrsUS$280.20k0.0066%
$ 636.2k
Rosemary Turner
Independent Director4.5yrsUS$279.51k0.0019%
$ 181.9k
Jack Taylor
Independent Director12.7yrsUS$329.45k0.12%
$ 11.7m
Michael Kulp
Independent Directorless than a yearVeri yokVeri yok
8.8yrs
Ortalama Görev Süresi
70.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: MUSA 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/29 12:48
Gün Sonu Hisse Fiyatı2026/04/29 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Murphy USA Inc. 13 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Lisa LewandowskiBofA Global Research
Bonnie HerzogGoldman Sachs
Corey TarloweJefferies LLC