Renee Bacon Sells 1,219 Shares of Murphy USA (NYSE:MUSA) Stock

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

Murphy USA Stock Up 6.0%

MUSA stock opened at $407.77 on Friday. The company’s 50 day moving average price is $413.52 and its 200 day moving average price is $391.68. The firm 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. Murphy USA Inc. has a fifty-two week low of $345.23 and a fifty-two week high of $523.09. 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, 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 company had revenue of $4.74 billion during the quarter, compared to the consensus estimate of $4.88 billion. During the same quarter in the previous year, the firm earned $6.96 earnings per share. The firm’s quarterly revenue was up .7% on a year-over-year basis. On average, equities research analysts anticipate that Murphy USA Inc. will post 26.45 EPS for the current fiscal year.

Murphy USA Dividend Announcement

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

Murphy USA News Roundup

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

Institutional Investors Weigh In On Murphy USA

Large investors have recently modified their holdings of the company. MassMutual Private Wealth & Trust FSB raised its position in Murphy USA by 82.4% in the 4th 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. Huntington National Bank increased its stake in Murphy USA by 106.7% in the fourth quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 32 shares during the period. Ameriflex Group Inc. purchased a new stake in shares of Murphy USA in the third quarter valued at about $26,000. AlphaQuest LLC boosted its stake in shares of Murphy USA by 317.6% during the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after buying an additional 54 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of Murphy USA by 423.1% during the second 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. 80.81% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MUSA has been the subject of several analyst reports. Bank of America initiated coverage on Murphy USA in a research report on Friday, January 9th. They set an “underperform” rating for the company. Stephens lowered their price target on Murphy USA from $475.00 to $450.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Wells Fargo & Company dropped their price target on shares of 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. KeyCorp set a $500.00 price objective on shares of Murphy USA in a research report on Thursday, February 5th. Finally, Zacks Research upgraded shares of Murphy USA from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average 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.