Murphy USA (NYSE:MUSA) CEO Sells 3,967 Shares

Murphy USA Inc. (NYSE:MUSA) CEO Malynda West sold 3,967 shares of Murphy USA stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $450.00, for a total value of $1,785,150.00. Following the completion of the sale, the chief executive officer directly owned 117,389 shares in the company, valued at approximately $52,825,050. This represents a 3.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

Murphy USA Stock Down 4.8%

NYSE MUSA traded down $18.92 during trading on Friday, hitting $378.50. The stock had a trading volume of 719,982 shares, compared to its average volume of 334,727. Murphy USA Inc. has a 12 month low of $345.23 and a 12 month high of $523.09. The company has a debt-to-equity ratio of 4.07, a quick ratio of 0.40 and a current ratio of 0.81. The company’s 50-day moving average price is $414.65 and its two-hundred day moving average price is $393.70. The company has a market capitalization of $7.09 billion, a PE ratio of 15.59, a P/E/G ratio of 3.90 and a beta of 0.38.

Murphy USA (NYSE:MUSA) last posted its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.67 by $0.86. Murphy USA had a net margin of 2.43% and a return on equity of 75.34%. The company had revenue of $4.74 billion for the quarter, compared to the consensus estimate of $4.88 billion. During the same period last year, the company earned $6.96 earnings per share. The firm’s revenue was up .7% compared to the same quarter last year. As a group, sell-side analysts forecast that Murphy USA Inc. will post 26.45 EPS for the current year.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Weiss Ratings restated a “hold (c)” rating on shares of Murphy USA in a report on Monday, December 29th. Wells Fargo & Company decreased their price target on Murphy USA from $410.00 to $400.00 and set an “equal weight” rating for the company in a research note on Friday. Bank of America started coverage on Murphy USA in a research report on Friday, January 9th. They set an “underperform” rating on the stock. Royal Bank Of Canada dropped their price objective on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating on the stock in a research note on Thursday. Finally, Zacks Research raised Murphy USA from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $457.50.

Key Stories Impacting Murphy USA

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

• Positive Sentiment: Company laid out an explicit plan to drive EBITDA to $1.2B by 2028 via disciplined store expansion and cost management — a multi‑year profitability target that supports longer‑term upside if execution stays on track. Murphy USA outlines EBITDA path to $1.2B by 2028
• Positive Sentiment: Reported Q4 EPS of $7.53, beating consensus (around $6.67–$6.91) — EPS beat indicates operating leverage and margin improvements even as top‑line growth was weak. Murphy USA (MUSA) Q4 Earnings Top Estimates
• Neutral Sentiment: Earnings call highlighted strategic growth amid competitive pressures — management reiterated growth initiatives but acknowledged headwinds in the retail fuel environment (read the call highlights for color). Murphy USA Inc (MUSA) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Full earnings/transcript coverage is available for detail — useful for investors who want management’s commentary on margins, CapEx and store cadence. Murphy USA Inc. (MUSA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Wells Fargo trimmed its price target from $410 to $400 and moved to an “equal weight” view — a near‑term vote of caution that can pressure sentiment. Wells Fargo price target cut
• Negative Sentiment: RBC lowered its target to $445 and set a “sector perform” rating — another analyst downshift that reduces consensus upside and likely contributed to selling. Murphy USA Price Target Lowered to $445 at RBC
• Negative Sentiment: Despite the EPS beat, revenue came in below estimates and QuiverQuant flagged declines in cash and high insider selling activity — data points that raise short‑term concerns about cash flow and insider confidence. Murphy USA Releases Q4 2025 Earnings: EPS Beat but Revenue Miss

Institutional Investors Weigh In On Murphy USA

Several hedge funds have recently added to or reduced their stakes in the business. MassMutual Private Wealth & Trust FSB increased its holdings in shares of Murphy USA by 82.4% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 28 shares during the last quarter. Ameriflex Group Inc. bought a new stake in shares of Murphy USA during the 3rd quarter worth about $26,000. EverSource Wealth Advisors LLC boosted its holdings in shares of Murphy USA by 423.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after buying an additional 55 shares during the period. Ameritas Advisory Services LLC acquired a new position in Murphy USA in the 2nd quarter valued at about $29,000. Finally, AlphaQuest LLC raised its holdings in Murphy USA by 317.6% in the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 54 shares during the period. Institutional investors and hedge funds own 80.81% of the company’s stock.

Murphy USA Company Profile

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.