Key Points
- SVP Renee Bacon sold 1,219 shares at an average price of $386.09 for a total of $470,643.71, trimming her holding by 17.06% to 5,927 shares; the sale was disclosed in an SEC Form 4 filing.
- Board raised the quarterly dividend to $0.63 (a 29% increase), with an ex-dividend date of Feb 23 and payable on Mar 5, representing an annualized $2.52 and a ~0.6% yield.
- Q4 results beat on EPS with $7.53 versus a $6.67 estimate (revenue slightly below consensus), and analysts currently have a consensus "Hold" rating with a $457.50 target.
Murphy USA Inc. (NYSE:MUSA - Get Free Report) SVP Eric Bartko sold 345 shares of the firm's stock in a transaction on Friday, February 13th. The shares were sold at an average price of $404.84, for a total value of $139,669.80. Following the transaction, the senior vice president directly owned 352 shares in the company, valued at $142,503.68. This trade represents a 49.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link.
Murphy USA Price Performance
Shares of NYSE:MUSA opened at $407.77 on Friday. The company has a market capitalization of $7.57 billion, a PE ratio of 16.79, a price-to-earnings-growth ratio of 2.69 and a beta of 0.38. The company has a debt-to-equity ratio of 3.47, a quick ratio of 0.36 and a current ratio of 0.80. The stock has a fifty day moving average of $413.52 and a 200-day moving average of $391.82. Murphy USA Inc. has a one year low of $345.23 and a one year high of $523.09.
Murphy USA (NYSE:MUSA - Get Free Report) last announced its 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 return on equity of 75.75% and a net margin of 2.43%.The company had revenue of $4.74 billion for the quarter, compared to analyst estimates of $4.88 billion. During the same period in the previous year, the firm earned $6.96 earnings per share. Murphy USA's revenue for the quarter was up .7% compared to the same quarter last year. As a group, equities analysts anticipate that Murphy USA Inc. will post 26.45 EPS for the current fiscal year.
Murphy USA Dividend Announcement
The company also recently announced 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 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, February 23rd. Murphy USA's dividend payout ratio (DPR) is 10.38%.
Wall Street Analyst Weigh In
Several research analysts recently weighed in on the company. Bank of America began coverage on Murphy USA in a research report on Friday, January 9th. They set an "underperform" rating on the stock. Wells Fargo & Company decreased their target price on shares of Murphy USA from $410.00 to $400.00 and set an "equal weight" rating for the company in a research report on Friday, February 6th. KeyCorp set a $500.00 price objective on Murphy USA in a report on Thursday, February 5th. Stephens lowered their target price on Murphy USA from $475.00 to $450.00 and set an "overweight" rating on the stock in a report on Friday, February 6th. Finally, Zacks Research raised Murphy USA from a "strong sell" rating to a "hold" rating in a research report on Tuesday, November 4th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Murphy USA has an average rating of "Hold" and a consensus price target of $457.50.
Read Our Latest Stock Analysis on MUSA
Institutional Inflows and Outflows
Several institutional investors have recently bought and sold shares of MUSA. MassMutual Private Wealth & Trust FSB lifted its stake in shares of Murphy USA by 82.4% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer's stock valued at $25,000 after acquiring an additional 28 shares during the period. Huntington National Bank raised its stake in 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 period. Ameriflex Group Inc. acquired a new position in Murphy USA in the third quarter valued at about $26,000. EverSource Wealth Advisors LLC raised its position 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 purchasing an additional 55 shares during the period. Finally, Ameritas Advisory Services LLC acquired a new position in shares of Murphy USA in the second quarter valued at approximately $29,000. Institutional investors own 80.81% of the company's stock.
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
About Murphy USA
(
Get Free Report)
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.
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