Insider Selling: Murphy USA (NYSE:MUSA) SVP Sells 899 Shares of Stock

Murphy USA Inc. (NYSE:MUSA) SVP Keith Emery sold 899 shares of Murphy USA stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $382.53, for a total value of $343,894.47. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Murphy USA Stock Up 1.1%

NYSE MUSA traded up $4.08 on Friday, hitting $390.27. 357,704 shares of the stock traded hands, compared to its average volume of 338,918. The company has a current ratio of 0.80, a quick ratio of 0.36 and a debt-to-equity ratio of 3.47. The stock has a 50-day moving average of $411.98 and a 200 day moving average of $392.72. Murphy USA Inc. has a twelve month low of $345.23 and a twelve month high of $523.09. The company has a market capitalization of $7.23 billion, a P/E ratio of 16.07, a price-to-earnings-growth ratio of 2.70 and a beta of 0.38.

Murphy USA (NYSE:MUSA) last issued its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share for the quarter, beating analysts’ consensus estimates of $6.67 by $0.86. Murphy USA had a return on equity of 75.75% and a net margin of 2.43%.The business had revenue of $4.74 billion during the quarter, compared to the consensus estimate of $4.88 billion. During the same period in the previous year, the business earned $6.96 EPS. The business’s quarterly revenue was up .7% on a year-over-year basis. As a group, analysts expect that Murphy USA Inc. will post 26.45 earnings per share for the current fiscal year.

Murphy USA Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Monday, February 23rd will be given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Monday, February 23rd. Murphy USA’s dividend payout ratio (DPR) is presently 10.38%.

Key Headlines Impacting Murphy USA

Here are the key news stories impacting Murphy USA this week:

• Positive Sentiment: Zacks raised its Q2 2027 estimate sharply to $7.21 from $5.97, and nudged Q1 2026 to $2.86 from $2.81 — a sign of stronger expected results in those periods that could support short‑term earnings momentum.
• Neutral Sentiment: Zacks maintained a “Hold” rating on MUSA and left the consensus full‑year EPS context largely intact (Market consensus ~ $26.45), so analysts are cautious rather than bullish or bearish overall.
• Neutral Sentiment: Insider transaction: Renee Bacon sold 2,844 shares of MUSA. The sale is small relative to market cap and not flagged as company guidance—worth noting but not necessarily a material negative. Renee Bacon Sells 2,844 Shares of Murphy USA (NYSE:MUSA) Stock
• Negative Sentiment: Zacks trimmed several near‑term and medium‑term EPS forecasts: Q1 2027 cut sharply to $5.75 (from $7.01); Q3 2027 to $6.71 (from $6.91); Q4 2027 to $6.98 (from $7.25 previously on a related note); Q4 2026 to $6.97 (from $7.11); Q3 2026 to $6.82 (from $6.97); Q2 2026 to $7.31 (from $7.41); and lowered FY2026 and FY2027 (FY2027 to $26.64 from $27.14). These downward revisions signal weaker near‑term earnings expectations that could weigh on the stock if the company’s operations or macro pressures persist.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. Zacks Research raised shares of Murphy USA from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Royal Bank Of Canada reduced their price objective on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating for the company in a research report on Thursday, February 5th. KeyCorp set a $500.00 target price on Murphy USA in a research report on Thursday, February 5th. Wells Fargo & Company cut their target price on Murphy USA from $410.00 to $400.00 and set an “equal weight” rating on the stock in a research note on Friday, February 6th. Finally, Bank of America started coverage on shares of Murphy USA in a research report on Friday, January 9th. They set an “underperform” rating for the company. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $457.50.

Institutional Trading of Murphy USA

A number of institutional investors have recently made changes to their positions in the stock. Barclays PLC increased its stake in shares of Murphy USA by 318.6% during the third quarter. Barclays PLC now owns 424,818 shares of the specialty retailer’s stock valued at $164,940,000 after acquiring an additional 323,331 shares during the period. AQR Capital Management LLC boosted its stake in Murphy USA by 149.9% during the 4th quarter. AQR Capital Management LLC now owns 507,418 shares of the specialty retailer’s stock valued at $204,753,000 after purchasing an additional 304,354 shares in the last quarter. Norges Bank acquired a new position in shares of Murphy USA during the 2nd quarter valued at $93,967,000. Neuberger Berman Group LLC raised its stake in shares of Murphy USA by 3,650.7% in the 2nd quarter. Neuberger Berman Group LLC now owns 180,858 shares of the specialty retailer’s stock worth $73,573,000 after buying an additional 176,036 shares in the last quarter. Finally, Alliancebernstein L.P. raised its stake in shares of Murphy USA by 676.7% in the 2nd quarter. Alliancebernstein L.P. now owns 170,215 shares of the specialty retailer’s stock worth $69,243,000 after buying an additional 148,301 shares in the last quarter. 80.81% of the stock is owned by institutional investors and hedge funds.

About Murphy USA

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.