NYSE: MUSA

Murphy USA (MUSA) Stock Analysis & Forecast

Sep 28 close

$520.12+8.58 (+1.7%)

Gekko Brief

AI summary

Murphy USA's week centers on its second-quarter 2026 results, which showed EPS of $11.27 against an estimate of $9.40, alongside revenue of $6.81 billion, with year-over-year growth of 36.0% in revenue and 53.1% in EPS driven by strong fuel margins. Coverage has framed the stock as both a growth and momentum candidate, though one commentary flagged fuel margins as cyclical and possibly difficult to sustain even as it trimmed a position. Shares were also noted trading near $508.98 with a GF Score of 74 amid a pullback of 10.6% over the prior month.

MUSA closed at $520.12, up 1.7%, sitting between its 50-day average of $552.81 and 200-day average of $502.90. The GekkoIndex reads 62.3, placing the stock in the Accumulation zone, while the gap to Gekko Fair Value of $566.96 stands at -8.3%. Over the past year the stock has returned 34.7%, though the three-month return is -2.8% and the 52-week range spans $349.83 to $636.04.

The next earnings date falls on 28 October 2026, 29 days away and after the close, which sits outside a typical 20-trading-day hold. Seasonality from this point in the calendar has averaged a 1.8% gain over the next 20 trading days across 5 years, rising in 3 of them. Analyst coverage from 7 firms shows 3 buy and 4 hold ratings, with a consensus target of $617.80 implying 18.8% upside. No insider, Congress, or unusual options activity appears in the current windows.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Murphy USA price vs fair value

$566.96$520.12Sep ’25Mar ’26Sep ’26
Close $520.12200-day averageGekko Fair Value $566.96

Murphy USA quick facts

Market cap
$9.61B
P/E ratio
15.5
Forward P/E
17.1
EPS, TTM
$33.55
Revenue, TTM
$19.09B
Profit margin
3.2%
Dividend yield
0.48%
Beta
0.25
Volume
210,999 avg 282,861
1-year return
+34.7%
Typical daily move
±2.9%
Typical 20-day move
±5.6%
50-day average
$552.81
200-day average
$502.90
Next earnings
Oct 28 after close
Shares outstanding
18.38M
52-week range
$349.83$636.04

Murphy USA swing-trade checklist

Murphy USA scores 4 supportive, 1 mixed and 0 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

4 supportive1 mixed0 headwinds

  • Trendmixed

    Averages disagree

    Close $520.12 sits between the 50-day ($552.81) and 200-day ($502.90) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    62.3, Accumulation

    Reading 62.3 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    8.3% below

    Price is 8.3% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 29 days

    Next report Oct 28, 2026, 29 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +1.8% on average

    From this point in the calendar, the next 20 trading days averaged +1.8% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Murphy USA stock chart and price history

Murphy USA closed at $520.12 on Sep 28, 2026, +34.7% over the past year, inside a 52-week range of $349.83 to $636.04.

Close50-day average200-day averageVolume
Murphy USA share price, past year, with 50-day and 200-day moving averages and volume$350$400$450$500$550$600NovDecJan 2026FebMarAprMayJunJulAugSep520.12

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
+2.2%
3 months
−2.8%
6 months
+2.7%
1 year
+34.7%
The full MUSA chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open MUSA in Gekko

Follow Murphy USA through every session

Put MUSA on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

Track MUSA in GekkoFree for 7 days. No credit card required.

About Murphy USA

Murphy USA sells gasoline and everyday convenience items through retail outlets that customers rely on for fuel stops and quick purchases. The company runs its stores under a handful of banners, including Murphy USA, Murphy Express, and QuickChek, giving it a recognizable presence at the pump and inside the store alike.

The business is organized around a network of retail fuel stations, which as of the end of 2021 numbered 1,679 locations. These outlets are concentrated in the Southeastern, Southwestern, and Midwestern parts of the United States, placing the company close to drivers across a wide swath of the country who stop in for both fuel and convenience goods.

Murphy USA was established in 1996 and is headquartered in El Dorado, Arkansas. Its shares are listed on the NYSE under the ticker MUSA.

Listed
NYSE
Sector
Retail trade
Industry
Specialty stores
Website
murphyusa.com

Murphy USA GekkoIndex: the smart money zone

Murphy USA’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 62.3, in the Accumulation zone, down 1.7 points over five sessions.

010062.3Accumulation

Down 1.7 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying33+3.3%+4.7%+7.1%+12.2%
Accumulation (current zone)223+0.6%+1.5%+3.0%+3.4%
Neutral377+0.1%+0.1%+0.4%+2.8%
Distribution38−0.6%−1.0%−1.9%+3.7%
Selling1Too few readings yet

Average MUSA share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the MUSA price, zone by zone.Track MUSA in Gekko

Is Murphy USA stock overvalued? Gekko Fair Value

Murphy USA trades 8.3% below Gekko Fair Value of $566.96, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Murphy USA shares are worth, recalculated every trading day.

$566.96

Gekko Fair Value, Sep 26, 2026

8.3% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open MUSA in Gekko

Murphy USA insider and Congress trading

No open-market insider purchases were filed for Murphy USA, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for MUSA in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every MUSA insider filing, plotted on the chart in Gekko.Open MUSA in Gekko

Congress trades last 90 days

No trades in MUSA were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for MUSA, plotted on the chart in Gekko.Open MUSA in Gekko

Buybacks

Murphy USA has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$82.30M
As a share of market cap
0.86%
Trailing four quarters
$438.9M

From company filings.

Murphy USA earnings: next date and track record

Murphy USA reports on Oct 28, 2026, after the close (29 days away), and beat the EPS estimate in 7 of its last 8 reports.

7 of 8reports beat the EPS estimate
±8.4%average move across the report
2 of 8reports followed by a gain

Share-price move across each report

+2.4%Oct ’24−2.1%Feb ’25−11.7%May ’25−11.7%Jul ’25−8.3%Oct ’25−8.6%Feb ’26+13.0%Apr ’26−9.1%Aug ’26

Last earnings call, Aug 5, 2026 AI summary

What they said
Murphy USA management reviewed Q2 2026 performance, highlighting resilience in fuel margins and modest same-store fuel volume growth despite volatile pricing and supply disruptions. Retail fuel margins improved and management sees a higher floor for margins; nicotine categories (pouches, cigarettes) were material contributors and merch contribution dollars grew despite consumer wallet pressures and weakness in categories like lottery and beer. The company reiterated a conservative outlook, plans to deliver ~45 new-to-industry (NTI) stores (organic pipeline; tuck-in M&A not assumed), R&R of ~10 stores, CapEx expected toward the high end of the range driven by store pull-forwards, lifecycle investments and land-bank purchases, and continued share repurchase as a capital-allocation priority. QuickChek results are stabilizing with targeted merchandising and promo changes. Management emphasized supply advantages (terminal access, direct refinery purchases) in the current tight supply environment but cautioned that normalization of supply could take well into next year.
Guidance
Expecting NTIs closer to ~45 new stores (organic pipeline; tuck-in M&A not baked in); R&R approximately 10. CapEx trending to the high end of the previously stated range (to support pulled-forward stores, lifecycle investments, and land bank). Back-half fuel margin guidance ~ $0.35 all-in (conservative). Same-store gallon guidance maintained down 1% to down 3% for the year. Continued emphasis on disciplined share repurchases.
Risks flagged
Tight and volatile fuel supply (geopolitical conflict) with potential for prolonged disruption and slow normalization; consumer wallet pressures negatively affecting nondiscretionary merchandise categories (lottery, beer); regional competitive intensity (e.g., Colorado, Florida) that can pressure volumes and margins; construction cost inflation (modest) and operational disruptions from severe weather; macroeconomic uncertainty could impact volumes and retail demand.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 5, 2026$11.27
est $9.40
+19.9%$6.81B
est $6.03B
+12.8%−9.1%
Apr 29, 2026$7.28
est $5.37
+35.6%$4.82B
est $4.70B
+2.6%+13.0%
Feb 4, 2026$7.53
est $6.67
+12.9%$4.74B
est $4.84B
−1.9%−8.6%
Oct 29, 2025$7.25
est $6.60
+9.8%$5.11B
est $4.88B
+4.7%−8.3%
Jul 30, 2025$7.36
est $6.82
+7.9%$5.01B
est $5.26B
−4.8%−11.7%
May 7, 2025$2.63
est $3.96
−33.6%$4.53B
est $4.67B
−3.1%−11.7%
Feb 5, 2025$6.96
est $6.46
+7.7%$4.71B
est $4.90B
−3.8%−2.1%
Oct 30, 2024$7.20
est $6.68
+7.8%$5.24B
est $5.54B
−5.4%+2.4%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Murphy USA stock forecast and analyst price targets

Analysts’ average 12-month price target for Murphy USA is $617.80, +18.8% from the last close, from 7 firms rating the stock in the last 90 days.

$617.80consensus 12-month target, +18.8% from the last close
Low $550High $680
Buy3
Hold4
Sell0

Each firm’s latest rating in the last 90 days: 7 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 21Bank of America SecuritiesHold, maintained$590+13.4%
Sep 11KeyBancBuy, maintained$680+30.7%
Aug 20Bank of America SecuritiesHold, maintained$590+13.4%
Aug 10J.P. MorganBuy, maintained$633+21.7%
Aug 7Bank of America SecuritiesHold, maintained——
+3.0%average 20-day move after past Accumulation readings
+1.8%average move over the next 20 trading days in the last 5 years
±2.9%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Murphy USA seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Murphy USA averaged +1.8% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

−2.8%2021+9.9%2022+6.5%2023−2.1%2024+0.5%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−1.3%1 of 5
Next 10 trading days−0.4%2 of 5
Next 15 trading days−0.3%2 of 5
Next 20 trading days+1.8%3 of 5
Next 30 trading days+3.1%4 of 5

For scale, MUSA’s typical 20-trading-day move in either direction is about 5.6%.

Murphy USA market cap and key statistics

Murphy USA’s market cap is $9.61B, with a P/E ratio of 15.5 and revenue of $19.09B over the last twelve months.

Valuation

Market cap
$9.61B
P/E ratio
15.5
Forward P/E
17.1
EPS, TTM
$33.55
Gekko Fair Value
$566.96

Trading

Volume
210,999
Avg volume, 20 days
282,861
52-week high
$636.04
52-week low
$349.83
Shares outstanding
18.38M

Financials

Revenue, TTM
$19.09B
Profit margin
3.2%
Return on equity
86.4%
Quarterly earnings growth, YoY
+53.1%

Risk and income

Beta
0.25
Typical daily move
±2.9%
Typical 20-day move
±5.6%
Dividend yield
0.48%

Murphy USA stock news this week

Coverage of Murphy USA this week reads positive: 3 positive, 0 neutral and 1 negative headlines.

News sentiment positive

Murphy USA peers

Murphy USA’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
WMTWalmart+0.8%Neutral5.0% below
COSTCostco Wholesale−0.2%Neutral12.6% above
TGTTarget+1.2%Neutral10.7% above
ORLYO'Reilly Automotive+0.8%Neutral6.0% below
CVNACarvana−5.0%Accumulation18.8% below
AZOAutoZone+1.2%Neutral28.3% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Murphy USA stock FAQ

What is Murphy USA’s market cap?

Murphy USA’s market cap is $9.61B at the Sep 28, 2026 close of $520.12, with 18.38M shares outstanding. The shares trade on a P/E ratio of 15.5.

What is the Murphy USA stock forecast?

The consensus analyst 12-month price target for Murphy USA is $617.80, +18.8% from the last close. Of the 7 firms that rated the stock in the last 90 days, 3 rate it a buy, 4 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Murphy USA stock overvalued or undervalued?

On Gekko’s estimate Murphy USA is undervalued: the Sep 28, 2026 close of $520.12 is 8.3% below Gekko Fair Value of $566.96. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Murphy USA report earnings next?

Murphy USA is expected to report on Oct 28, 2026, after the market closes (29 days away). Analysts expect earnings of $8.49 per share on revenue of $6.14B. Murphy USA beat the earnings estimate in 7 of its last 8 reports, moving 8.4% on average across the report.

What is Murphy USA’s 52-week high and low?

Murphy USA’s 52-week high is $636.04 and its 52-week low is $349.83; it closed at $520.12 on Sep 28, 2026, +34.7% over the past year.

Is Murphy USA stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (gekkoindex, fair value, earnings risk and seasonality), 1 as mixed (trend). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

See Murphy USA the way Gekko members do

Every GekkoIndex reading, insider trade, options bet and Congress disclosure plotted on the chart, plus the 5,800-name screener and trade planning tools.

Join 1,380 other traders using Gekko

Start Your FREE 7 Day Trial → Every feature unlocked. No credit card required.