Murphy USA (NYSE:MUSA) SVP Renee Bacon Sells 1,219 Shares of Stock

Murphy USA Inc. (NYSE:MUSA) SVP Renee Bacon sold 1,219 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $386.09, for a total value of $470,643.71. Following the transaction, the senior vice president owned 5,927 shares in the company, valued at $2,288,355.43. This represents a 17.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website.

Murphy USA Trading Up 6.0%

Shares of NYSE:MUSA opened at $407.77 on Friday. The business’s 50 day moving average price is $413.52 and its 200-day moving average price is $391.82. Murphy USA Inc. has a 1 year low of $345.23 and a 1 year high of $523.09. The firm has a market capitalization of $7.57 billion, a price-to-earnings 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 current ratio of 0.80 and a quick ratio of 0.36.

Murphy USA (NYSE:MUSA) last released its earnings results on Wednesday, February 4th. The specialty retailer reported $7.53 EPS for the quarter, topping analysts’ consensus estimates of $6.67 by $0.86. The business 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 quarterly revenue was up .7% on a year-over-year basis. During the same quarter in the previous year, the company earned $6.96 earnings per share. On average, equities research analysts forecast that Murphy USA Inc. will post 26.45 earnings per share for the current fiscal year.

Murphy USA Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Monday, February 23rd will be issued a $0.63 dividend. The ex-dividend date is Monday, February 23rd. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Murphy USA’s dividend payout ratio (DPR) is presently 10.38%.

Analysts Set New Price Targets

MUSA has been the subject of several research reports. Royal Bank Of Canada dropped their price objective 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. Bank of America started coverage on Murphy USA in a report on Friday, January 9th. They set an “underperform” rating on the stock. KeyCorp set a $500.00 price objective on shares of Murphy USA in a report on Thursday, February 5th. Wells Fargo & Company lowered their price objective on 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. Finally, Zacks Research raised Murphy USA from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $457.50.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB grew its position in Murphy USA by 82.4% in the 4th 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 in the last quarter. Huntington National Bank boosted its stake in shares of Murphy USA by 106.7% in the fourth quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 32 shares during the period. Ameriflex Group Inc. purchased a new position in shares of Murphy USA in the third quarter valued at approximately $26,000. AlphaQuest LLC grew its stake in shares of Murphy USA by 317.6% in the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 54 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in shares of Murphy USA by 423.1% in the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 55 shares in the last quarter. 80.81% of the stock is currently owned by institutional investors and hedge funds.

More Murphy USA News

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

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.