Murphy USA (MUSA) – Analysts’ Recent Ratings Updates

Murphy USA (NYSE: MUSA) has recently received a number of price target changes and ratings updates:

• 2/6/2026 – Murphy USA had its price target lowered by Stephens from $475.00 to $450.00. They now have an “overweight” rating on the stock.
• 2/6/2026 – Murphy USA had its price target lowered by Wells Fargo & Company from $410.00 to $400.00. They now have an “equal weight” rating on the stock.
• 2/5/2026 – Murphy USA was given a new $500.00 price target by KeyCorp.
• 2/5/2026 – Murphy USA had its price target lowered by Royal Bank Of Canada from $467.00 to $445.00. They now have a “sector perform” rating on the stock.
• 2/2/2026 – Murphy USA had its “overweight” rating reaffirmed by KeyCorp.
• 1/23/2026 – Murphy USA had its “sector perform” rating reaffirmed by Royal Bank Of Canada. They now have a $467.00 price target on the stock.
• 1/21/2026 – Murphy USA had its price target raised by Stephens from $425.00 to $475.00. They now have an “overweight” rating on the stock.
• 1/21/2026 – Murphy USA had its price target raised by Wells Fargo & Company from $375.00 to $410.00. They now have an “equal weight” rating on the stock.
• 1/9/2026 – Murphy USA is now covered by Bank of America Corporation. They set an “underperform” rating on the stock.
• 12/29/2025 – Murphy USA had its “hold (c)” rating reaffirmed by Weiss Ratings.

Murphy USA Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Monday, February 23rd will be given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, February 23rd. Murphy USA’s dividend payout ratio is 10.38%.

Insider Activity at Murphy USA

In related news, CEO Malynda K. West sold 4,051 shares of Murphy USA stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $425.00, for a total value of $1,721,675.00. Following the sale, the chief executive officer directly owned 117,389 shares in the company, valued at approximately $49,890,325. The trade was a 3.34% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Eric J. Bartko sold 345 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $404.84, for a total value of $139,669.80. Following the sale, the senior vice president owned 352 shares of the company’s stock, valued at approximately $142,503.68. This trade represents a 49.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 13,934 shares of company stock valued at $5,810,596. 10.12% of the stock is owned by corporate insiders.

Murphy USA is a leading downstream marketer of gasoline, diesel and convenience store products in the United States. Headquartered in El Dorado, Arkansas, the company was originally established as part of Murphy Oil Corporation and was spun off as an independent public entity in 2013. Since its separation, Murphy USA has focused on retail fueling services and convenience offerings designed to deliver value and convenience to consumers.

The company’s primary operations center on two retail formats.