MUSA stock sentiment todayMurphy USA Inc.
Sentiment verdict
Gossip first, financials second — HOT at 88% confidence.
Last updated · cached analysis, refreshes periodically
MUSA
Murphy USA Inc.A high-margin fueling powerhouse with a best-in-class share repurchase program and a resilient low-cost operating model.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for MUSA. Not financial advice.
Price · last 12 months
Gossip
Market narrative focuses on MUSA's ability to thrive in volatile fuel price environments and its status as a 'cannibal' stock that aggressively retires its own shares.
- ·Strategic proximity to Walmart locations driving high foot traffic
- ·Perception as a defensive hedge against inflation
- ·Optimism over QuickChek integration and food-service margin expansion
Financial
Exceptional capital allocation strategy combined with low-cost operations creates a high ROIC environment; while debt is present, it is well-covered by steady cash flows.
- ·Price-to-Earnings (P/E) ratio consistently trades at a premium to peers due to quality
- ·Industry-leading fuel gallons per site metrics
- ·Significant reduction in outstanding share count over the last decade
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Hollow hype — the story is loud but nobody with skin in the game is buying.
- ·Insiders sold a net $28.6M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Long-term structural decline in fuel demand due to EV adoption
- ·Sensitivity to fuel margin volatility and RINs (Renewable Identification Numbers) pricing
- ·Dependency on the partnership/proximity relationship with Walmart
Peer temperature
How direct competitors stack up against MUSA right now.
- NEUTRALCASPCasey's General Stores
COLDER — slower share buyback velocity and lower fuel throughput per store despite strong prepared food margins.
See full analysis → - COLDARKOArko Corp
COLDER — highly fragmented acquisition strategy leads to lower organic growth and significantly weaker balance sheet health.
See full analysis → - NEUTRALDKDelek US Holdings
COLDER — higher exposure to volatile refining spreads makes earnings far less predictable than MUSA’s retail-focused model.
See full analysis →
- MUSA-18.3%
- CASP—
- ARKO-43.5%
- DK+11.3%
Analyst price target
Consensus average of 7 analysts · median 619.00
Source: StockAnalysis.com · updated 2026-08-21
AI-generated analysis for informational purposes only. Not financial advice.