Insider Selling: Murphy USA (NYSE:MUSA) SVP Sells $470,643.71 in Stock

Murphy USA Inc. (NYSE:MUSA) SVP Renee Bacon sold 1,219 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $386.09, for a total transaction of $470,643.71. Following the sale, the senior vice president owned 5,927 shares of the company’s stock, valued at approximately $2,288,355.43. This represents a 17.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

Murphy USA Price Performance

Shares of NYSE:MUSA opened at $407.77 on Monday. Murphy USA Inc. has a one year low of $345.23 and a one year high of $523.09. The stock has a market capitalization of $7.57 billion, a price-to-earnings ratio of 16.79, a PEG ratio of 2.85 and a beta of 0.38. The company has a 50-day simple moving average of $413.52 and a 200-day simple moving average of $391.56. The company has a debt-to-equity ratio of 3.47, a quick ratio of 0.36 and a current ratio of 0.80.

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

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 issued a dividend of $0.63 per share. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. Murphy USA’s dividend payout ratio (DPR) is currently 10.38%.

Hedge Funds Weigh In On Murphy USA

Several hedge funds and other institutional investors have recently bought and sold shares of MUSA. River Road Asset Management LLC grew its holdings in Murphy USA by 24.0% in the second quarter. River Road Asset Management LLC now owns 491,641 shares of the specialty retailer’s stock valued at $200,000,000 after purchasing an additional 95,259 shares during the last quarter. Geode Capital Management LLC grew its stake in Murphy USA by 0.8% in the 2nd quarter. Geode Capital Management LLC now owns 446,654 shares of the specialty retailer’s stock valued at $181,732,000 after acquiring an additional 3,447 shares during the last quarter. Barclays PLC increased its holdings in Murphy USA by 318.6% during the 3rd 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 in the last quarter. Morgan Stanley increased its holdings in Murphy USA by 45.6% during the 4th quarter. Morgan Stanley now owns 318,473 shares of the specialty retailer’s stock valued at $128,511,000 after acquiring an additional 99,798 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its holdings in shares of Murphy USA by 0.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 300,758 shares of the specialty retailer’s stock valued at $121,365,000 after purchasing an additional 1,930 shares in the last quarter. 80.81% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

MUSA has been the topic of a number of recent analyst reports. KeyCorp set a $500.00 price target on shares of Murphy USA in a research note on Thursday, February 5th. Bank of America started coverage on Murphy USA in a report on Friday, January 9th. They issued an “underperform” rating on the stock. Stephens cut their target price on Murphy USA from $475.00 to $450.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Zacks Research upgraded Murphy USA from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Murphy USA in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $457.50.

Trending Headlines about Murphy USA

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

• Positive Sentiment: Board raised the quarterly cash dividend to $0.63/share (annualized $2.52), a 29% increase versus Q1 2025; ex-dividend date Feb 23, payable Mar 5 — signals strong free cash flow and capital-return commitment. Dividend Announcement
• Positive Sentiment: Analysts and coverage note the 29% dividend hike plus ongoing share buybacks as constructive for shareholder returns — supports valuation and likely drove buying interest. Dividend & Buybacks Analysis
• Positive Sentiment: Q4 results topped expectations as fuel margins expanded and merchandise sales rose, lifting total fuel contribution despite softer petroleum revenues — earnings beat is a near-term fundamental positive. Q4 Earnings Beat
• Negative Sentiment: SVP Renee M. Bacon disclosed a sale of 1,219 shares at an average $386.09 (≈$470.6k), trimming her holding ~17% — insider selling can be perceived negatively by some investors even though she retains a multi-thousand-share stake. Renee Bacon Form 4
• Negative Sentiment: SVP Eric J. Bartko sold 345 shares at an average $404.84 (~$139.7k), reducing his position by roughly 49.5% — another insider sale that may temper the bullish reaction for some market participants. Eric Bartko Form 4

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.