Malynda West Sells 4,051 Shares of Murphy USA (NYSE:MUSA) Stock

Murphy USA Inc. (NYSE:MUSA) CEO Malynda West sold 4,051 shares of Murphy USA stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $425.00, for a total value of $1,721,675.00. Following the sale, the chief executive officer directly owned 117,389 shares of the company’s stock, valued at $49,890,325. This represents a 3.34% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink.

Murphy USA Price Performance

NYSE:MUSA opened at $428.79 on Friday. Murphy USA Inc. has a 52 week low of $345.23 and a 52 week high of $523.09. The firm has a market cap of $8.03 billion, a price-to-earnings ratio of 18.08 and a beta of 0.39. The firm’s 50-day simple moving average is $389.30 and its 200 day simple moving average is $391.99. 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 posted its quarterly earnings data on Wednesday, October 29th. The specialty retailer reported $7.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.60 by $0.65. Murphy USA had a net margin of 2.43% and a return on equity of 69.87%. The firm had revenue of $5.11 billion during the quarter, compared to the consensus estimate of $5.11 billion. During the same quarter in the previous year, the firm posted $7.20 EPS. The business’s revenue for the quarter was down 2.5% compared to the same quarter last year. As a group, sell-side analysts predict that Murphy USA Inc. will post 26.45 earnings per share for the current year.

Murphy USA Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Monday, November 10th were given a dividend of $0.63 per share. This is an increase from Murphy USA’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Monday, November 10th. Murphy USA’s dividend payout ratio (DPR) is currently 10.63%.

Institutional Trading of Murphy USA

Several large investors have recently bought and sold shares of MUSA. MassMutual Private Wealth & Trust FSB raised its stake in Murphy USA by 82.4% during 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. Ameriflex Group Inc. bought a new stake in shares of Murphy USA during the 3rd quarter valued at approximately $26,000. AlphaQuest LLC increased its position in Murphy USA by 317.6% during the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 54 shares in the last quarter. EverSource Wealth Advisors LLC lifted its stake 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 last quarter. Finally, Ameritas Advisory Services LLC acquired a new stake in Murphy USA in the second quarter valued at approximately $29,000. 80.81% of the stock is owned by institutional investors and hedge funds.

Key Murphy USA News

Here are the key news stories impacting Murphy USA this week:

• Positive Sentiment: Company raised its quarterly dividend to $0.63 (annualized $2.52), up from $0.53, with a low payout ratio (~10.6%) — supports income investors and signals confidence in cash flow. MarketBeat — Murphy USA
• Positive Sentiment: Zacks Research nudged up FY2027 EPS and several quarterly estimates modestly (FY2027 to $27.11), indicating slightly improved forward earnings expectations (rating remains “Hold”).
• Neutral Sentiment: High institutional ownership (~80.8%) and small changes in institutional positions noted — limits volatility from retail flows but means moves can reflect large portfolio rebalancing.
• Neutral Sentiment: Consensus analyst view remains mixed-to-positive (average price target ~$474, consensus “Moderate Buy”) — supportive but not unanimous upside.
• Negative Sentiment: CEO Malynda West sold 4,051 shares at ~$425 for ~$1.72M (3.34% reduction in her stake). Insider sales can create near-term selling pressure or negative sentiment among investors. InsiderTrades — CEO Sale SEC Form 4
• Negative Sentiment: Zacks trimmed a couple of near-term quarter estimates (Q1 2026 and Q4 2026 down slightly), signaling some short-term earnings risk even as longer-term estimates tick up.

Analyst Ratings Changes

MUSA has been the topic of several analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Murphy USA in a report on Monday, December 29th. KeyCorp cut their price objective on shares of Murphy USA from $480.00 to $460.00 and set an “overweight” rating for the company in a research report on Thursday, October 23rd. Wells Fargo & Company assumed coverage on shares of Murphy USA in a research note on Wednesday, October 15th. They set an “equal weight” rating and a $405.00 price objective on the stock. Finally, Zacks Research upgraded shares of Murphy USA from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $474.00.

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.