Murphy USA (NYSE:MUSA) CEO Malynda West Sells 3,967 Shares of Stock

Murphy USA Inc. (NYSE:MUSA) CEO Malynda West sold 3,967 shares of the company’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $450.00, for a total transaction of $1,785,150.00. Following the transaction, the chief executive officer owned 117,389 shares in the company, valued at approximately $52,825,050. This trade represents a 3.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Murphy USA Price Performance

Shares of NYSE MUSA traded down $18.92 during trading on Friday, reaching $378.50. The company had a trading volume of 719,982 shares, compared to its average volume of 334,727. Murphy USA Inc. has a 52 week low of $345.23 and a 52 week high of $523.09. The business’s 50 day moving average price is $414.65 and its 200-day moving average price is $393.70. The stock has a market cap of $7.09 billion, a PE ratio of 15.59, a PEG ratio of 3.90 and a beta of 0.38. The company has a debt-to-equity ratio of 4.07, a quick ratio of 0.40 and a current ratio of 0.81.

Murphy USA (NYSE:MUSA) last issued its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share 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 business had revenue of $4.74 billion during the quarter, compared to analyst estimates of $4.88 billion. During the same quarter last year, the business posted $6.96 earnings per share. Murphy USA’s revenue for the quarter was up .7% compared to the same quarter last year. Analysts expect that Murphy USA Inc. will post 26.45 earnings per share for the current year.

Murphy USA News Summary

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 Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. River Road Asset Management LLC raised its position in shares of Murphy USA by 24.0% during the second quarter. River Road Asset Management LLC now owns 491,641 shares of the specialty retailer’s stock worth $200,000,000 after purchasing an additional 95,259 shares during the period. Geode Capital Management LLC raised its holdings in Murphy USA by 0.8% during the 2nd quarter. Geode Capital Management LLC now owns 446,654 shares of the specialty retailer’s stock worth $181,732,000 after buying an additional 3,447 shares during the period. Barclays PLC lifted its stake in Murphy USA by 318.6% in the third quarter. Barclays PLC now owns 424,818 shares of the specialty retailer’s stock valued at $164,940,000 after buying an additional 323,331 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Murphy USA by 0.4% in the third quarter. Dimensional Fund Advisors LP now owns 298,828 shares of the specialty retailer’s stock valued at $116,029,000 after buying an additional 1,097 shares during the period. Finally, Norges Bank acquired a new position in shares of Murphy USA in the second quarter valued at approximately $93,967,000. 80.81% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on MUSA shares. Stephens cut their target price on shares of Murphy USA from $475.00 to $450.00 and set an “overweight” rating on the stock in a research report on Friday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th. 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 report on Thursday. KeyCorp set a $500.00 price target on Murphy USA in a research note on Thursday. Finally, Bank of America started coverage on Murphy USA in a research note on Friday, January 9th. They set an “underperform” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Murphy USA currently has an average rating of “Hold” and a consensus target price of $457.50.

About Murphy USA

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.