Murphy USA (NYSE:MUSA) CEO Sells $1,785,150.00 in Stock

Murphy USA Inc. (NYSE:MUSA) CEO Malynda West sold 3,967 shares of Murphy USA stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $450.00, for a total value 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 represents a 3.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

Murphy USA Stock Down 4.8%

Shares of Murphy USA stock opened at $378.50 on Monday. The company has a market capitalization of $7.03 billion, a P/E ratio of 15.59, a price-to-earnings-growth ratio of 3.31 and a beta of 0.38. The company has a debt-to-equity ratio of 3.47, a current ratio of 0.80 and a quick ratio of 0.36. The business has a 50-day moving average of $414.52 and a two-hundred day moving average of $392.87. Murphy USA Inc. has a 1 year low of $345.23 and a 1 year high of $523.09.

Murphy USA (NYSE:MUSA) last issued its quarterly earnings data 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 business had revenue of $4.74 billion during the quarter, compared to analyst estimates of $4.88 billion. Murphy USA had a return on equity of 75.75% and a net margin of 2.43%.Murphy USA’s quarterly revenue was up .7% compared to the same quarter last year. During the same period in the previous year, the firm earned $6.96 EPS. As a group, equities analysts predict that Murphy USA Inc. will post 26.45 EPS for the current year.

Institutional Investors Weigh In On Murphy USA

Several large investors have recently made changes to their positions in the stock. MassMutual Private Wealth & Trust FSB increased its holdings 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 buying an additional 28 shares during the last quarter. Ameriflex Group Inc. acquired a new position in shares of Murphy USA during the 3rd quarter worth about $26,000. AlphaQuest LLC increased its stake in shares of 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 during the last quarter. EverSource Wealth Advisors LLC raised its holdings in shares of 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, Ameritas Advisory Services LLC acquired a new stake in Murphy USA in the 2nd quarter valued at about $29,000. Institutional investors and hedge funds 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: 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

Wall Street Analyst Weigh In

Several research firms have issued reports on MUSA. Weiss Ratings reissued a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th. Royal Bank Of Canada decreased their price objective on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating for the company in a report on Thursday. Stephens cut their target price on Murphy USA from $475.00 to $450.00 and set an “overweight” rating on the stock in a research note on Friday. Zacks Research raised Murphy USA from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Finally, KeyCorp set a $500.00 price objective on shares of Murphy USA in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus 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.