MUSA Murphy USA Inc.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed May 27, 2026 Processed 16d 14h ago SEC 0001573516-26-000145
8-K context-dependent: Items 8.01
Latest settled — T+5d
MUSA ▲ +5.51% at T+5d
NEUTRAL call ✓ call won +5.51% · α vs SPY +5.20% · entry $511.57 → $539.77
Next anchor: T+20d in 12d
Currently $622.53 · +21.69% from $511.57 entry
Entry anchored
May 27, 2026
via day open
T+1d
-1.08%
call -1.08% · α -1.32%
$506.03
settled 16d ago
T+5d
+5.51%
call +5.51% · α +5.20%
$539.77
settled 10d ago
T+20d
call — · α —
in 12d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Murphy Oil USA, Inc. issued $500,000,000 aggregate principal amount of 5.875% Senior Notes due 2034 in a private placement to qualified institutional buyers and non-U.S. persons. The proceeds are not disclosed, but the transaction extends the company's debt maturity profile with an 8-year tenor and carries a 5.875% fixed coupon. The indenture contains standard high-yield covenants that restrict additional indebtedness, dividends, asset sales, and affiliate transactions, with a covenant suspension provision upon achieving investment-grade ratings from two of three rating agencies. This is a routine debt capital markets transaction that modestly increases leverage but provides long-dated fixed-rate financing.

Actionable Insight

This is a routine debt capital markets transaction that extends Murphy USA's maturity profile with fixed-rate 8-year notes. The 5.875% coupon is in line with current market pricing for BB/BB+ rated energy retail credits. Monitor the company's next earnings release for leverage ratios and any use of proceeds. The covenant package is standard for high-yield issuers and does not signal financial distress.

Key Facts

  • Murphy Oil USA issued $500,000,000 of 5.875% Senior Notes due 2034 on May 27, 2026.
  • Interest is payable semi-annually on June 1 and December 1, beginning December 1, 2026.
  • Notes mature on June 1, 2034.
  • Notes are senior unsecured obligations guaranteed by Murphy USA Inc. and certain subsidiaries.
  • The indenture includes restrictive covenants on additional debt, dividends, asset sales, liens, and affiliate transactions.
  • Covenants may be suspended if the notes receive investment-grade ratings from two of three rating agencies (S&P, Moody's, Fitch) and no default exists.
  • Notes were offered under Rule 144A and Regulation S; not registered under the Securities Act.
  • The indenture references existing $300,000,000 5.625% Senior Notes due 2027 (2027 Notes).

Financial Impact

Debt issuance of $500,000,000 at 5.875% fixed rate, maturing 2034. No use of proceeds disclosed. The company's existing $300M 5.625% 2027 Notes remain outstanding.

debtinterest expense

Risk Factors

  • Increased total debt and interest expense from the $500M issuance.
  • Covenant restrictions may limit financial flexibility for M&A or shareholder returns.
  • Notes are unregistered and subject to transfer restrictions, limiting liquidity.

Market Snapshot

Exchange
NYSE
Sector
Retail-Auto Dealers & Gasoline Stations
Analyst Consensus
59% bullish (17 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001573516-26-000145
Document: musa-20260527.htm0001573516-26-000145
Document: 0001573516-26-000145-index-headers.html0001573516-26-000145
Document: 0001573516-26-000145-index.html0001573516-26-000145
Document: 0001573516-26-000145.txt0001573516-26-000145
7 reports for MUSA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MUSA — sortable, filterable
Type Now
May 27, 2026
16d ago
8-K
NEUTRAL ★ 4/10
$511.57 $539.77▲ +5.51%▲ +5.20%$622.53 (+21.69%)
May 12, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$576.96 $565.34▼ −2.01%▼ −2.09%$622.53 (+7.90%)
May 4, 2026
5w ago
144
NEUTRAL ★ 2/10
$604.52 $576.96▼ −4.56%▼ −6.54%$622.53 (+2.98%)
Apr 29, 2026
6w ago
8-K
BULLISH ★ 8/10
$587.33 $580.14▼ −1.22%▼ −2.95%$622.53 (+5.99%)
Feb 26, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$386.19 $418.19▲ +8.29%▲ +9.41%$622.53 (+61.20%)
Feb 26, 2026
15w ago
Insider Cluster
BEARISH ★ 6/10
$386.19 $418.19▼ −8.29%▼ −9.41%$622.53 (−61.20%)
Feb 23, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$391.53 $403.07▲ +2.95%▲ +2.33%$622.53 (+59.00%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (50h 43m)

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