Key Points
- Insider sale: SVP Keith Emery sold 899 shares on Feb. 26 at an average price of $382.53, totaling about $343,894, according to an SEC Form 4 filing.
- Mixed quarterly results and analyst caution: Murphy USA reported EPS of $7.53 (above the $6.67 consensus) but revenue of $4.74B missed estimates, and several brokers have trimmed targets leaving a MarketBeat consensus rating of Hold with a $457.50 price target.
- Dividend declared: The company announced a $0.63 quarterly dividend (annualized $2.52, ~0.6% yield) with an ex-dividend date of Feb. 23 and payment on Mar. 5.
Murphy USA Inc. (NYSE:MUSA - Get Free Report) SVP Keith Emery sold 899 shares of the business's stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $382.53, for a total value of $343,894.47. The transaction was disclosed in a filing with the SEC, which is accessible through this link.
Murphy USA Stock Up 1.1%
Shares of NYSE MUSA opened at $390.27 on Friday. The company has a 50 day simple moving average of $411.68 and a 200 day simple moving average of $392.79. 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 Inc. has a 1 year low of $345.23 and a 1 year high of $523.09. The firm has a market cap of $7.23 billion, a PE ratio of 16.07, a price-to-earnings-growth ratio of 2.71 and a beta of 0.38.
Murphy USA (NYSE:MUSA - Get Free Report) last announced 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. The firm had revenue of $4.74 billion during the quarter, compared to analysts' expectations of $4.88 billion. Murphy USA had a net margin of 2.43% and a return on equity of 75.75%. The company's revenue was up .7% on a year-over-year basis. During the same period in the prior year, the company posted $6.96 EPS. On average, research analysts forecast 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. Shareholders of record on Monday, February 23rd will be given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Monday, February 23rd. Murphy USA's payout ratio is 10.38%.
Institutional Trading of Murphy USA
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in MUSA. 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 worth $25,000 after acquiring an additional 28 shares in the last quarter. Huntington National Bank lifted its holdings in shares of Murphy USA by 106.7% in the 4th quarter. Huntington National Bank now owns 62 shares of the specialty retailer's stock worth $25,000 after purchasing an additional 32 shares in the last quarter. Ameriflex Group Inc. bought a new position in shares of Murphy USA in the 3rd quarter worth $26,000. EverSource Wealth Advisors LLC grew its position in 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 purchasing an additional 55 shares during the period. Finally, AlphaQuest LLC increased its stake in Murphy USA by 317.6% during the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer's stock valued at $28,000 after purchasing an additional 54 shares in the last quarter. 80.81% of the stock is owned by institutional investors.
Analyst Ratings Changes
Several brokerages recently commented on MUSA. Stephens reduced 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. Weiss Ratings restated a "hold (c)" rating on shares of Murphy USA in a research report on Monday, December 29th. Wells Fargo & Company decreased their price objective 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. Royal Bank Of Canada lowered their target price on shares of Murphy USA from $467.00 to $445.00 and set a "sector perform" rating for the company in a research note on Thursday, February 5th. Finally, KeyCorp set a $500.00 price target on shares of 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 issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $457.50.
Read Our Latest Analysis on MUSA
Key Headlines Impacting Murphy USA
Here are the key news stories impacting Murphy USA this week:
- Positive Sentiment: Zacks raised its Q2 2027 estimate sharply to $7.21 from $5.97, and nudged Q1 2026 to $2.86 from $2.81 — a sign of stronger expected results in those periods that could support short‑term earnings momentum.
- Neutral Sentiment: Zacks maintained a "Hold" rating on MUSA and left the consensus full‑year EPS context largely intact (Market consensus ~ $26.45), so analysts are cautious rather than bullish or bearish overall.
- Neutral Sentiment: Insider transaction: Renee Bacon sold 2,844 shares of MUSA. The sale is small relative to market cap and not flagged as company guidance—worth noting but not necessarily a material negative. Renee Bacon Sells 2,844 Shares of Murphy USA (NYSE:MUSA) Stock
- Negative Sentiment: Zacks trimmed several near‑term and medium‑term EPS forecasts: Q1 2027 cut sharply to $5.75 (from $7.01); Q3 2027 to $6.71 (from $6.91); Q4 2027 to $6.98 (from $7.25 previously on a related note); Q4 2026 to $6.97 (from $7.11); Q3 2026 to $6.82 (from $6.97); Q2 2026 to $7.31 (from $7.41); and lowered FY2026 and FY2027 (FY2027 to $26.64 from $27.14). These downward revisions signal weaker near‑term earnings expectations that could weigh on the stock if the company’s operations or macro pressures persist.
Murphy USA Company Profile
(
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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