Eric Bartko Sells 345 Shares of Murphy USA (NYSE:MUSA) Stock

Murphy USA Inc. (NYSE:MUSA) SVP Eric Bartko sold 345 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $404.84, for a total transaction of $139,669.80. Following the completion of the transaction, the senior vice president directly owned 352 shares in the company, valued at $142,503.68. The trade was a 49.50% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Murphy USA Price Performance

Shares of MUSA opened at $407.77 on Friday. The firm has a 50-day simple moving average of $413.52 and a two-hundred day simple moving average of $391.68. The stock has a market cap of $7.57 billion, a PE ratio of 16.79, a P/E/G ratio of 2.85 and a beta of 0.38. Murphy USA Inc. has a 1-year low of $345.23 and a 1-year high of $523.09. The company has a debt-to-equity ratio of 3.47, a current ratio of 0.80 and a quick ratio of 0.36.

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

Murphy USA Announces Dividend

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

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. MassMutual Private Wealth & Trust FSB boosted its holdings in 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 in the last quarter. Huntington National Bank lifted its position in shares of Murphy USA by 106.7% during the 4th quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock worth $25,000 after buying an additional 32 shares during the last quarter. Ameriflex Group Inc. acquired a new position in shares of Murphy USA in the 3rd quarter valued at $26,000. EverSource Wealth Advisors LLC boosted its holdings in shares of Murphy USA by 423.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock valued at $28,000 after buying an additional 55 shares in the last quarter. Finally, Ameritas Advisory Services LLC purchased a new position in shares of Murphy USA in the 2nd quarter valued at $29,000. Hedge funds and other institutional investors own 80.81% of the company’s stock.

More Murphy USA News

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

Analyst Ratings Changes

Several equities research analysts recently weighed in on MUSA shares. Bank of America initiated coverage on shares of Murphy USA in a research note on Friday, January 9th. They set an “underperform” rating on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th. Wells Fargo & Company decreased their target price on Murphy USA from $410.00 to $400.00 and set an “equal weight” rating for the company in a report on Friday, February 6th. Royal Bank Of Canada cut their price target on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating on the stock in a report on Thursday, February 5th. Finally, KeyCorp set a $500.00 price target on Murphy USA in a research report on Thursday, February 5th. One investment 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 given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $457.50.

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.