MUSA

Murphy USA Inc.

NYSE · Retail-Auto Dealers & Gasoline Stations · Inc. DE · CIK 0001573516
$622.53 +0.07% $11.5B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)21 New Institutional Positions16 Institutional Exits
Vol
Market Cap$11.5B
Cap SizeLarge Cap
Inst. Holders50 funds
Inst. Value$5.0B
Inst. Activity21 buys / 16 sells
Insider Activity0B / 12S
Insider Net $-$22.4M
SEC Reports7
Exchange NYSE·Sector Retail-Auto Dealers & Gasoline Stations·Inc. DE·CIK 0001573516·Prev Close $622.07

Recent Activity

Jun 1, 2026 Insider
Keyes James W sold 2,339 shares
Director @ $511.00 ($1.2M)
May 27, 2026 SEC
Murphy Oil USA, Inc. issued $500,000,000 aggregate principal amount of 5.875% Senior Notes due 2034 in a private placeme
8-K — Impact 4/10
May 27, 2026 Insider
Bacon Renee M sold 1,050 shares
SVP, Chief Retail Officer @ $529.44 ($555.9K)
May 26, 2026 Insider
Bacon Renee M surrendered for taxes 1,550 shares
SVP, Chief Retail Officer @ $542.74 ($841.2K)
May 18, 2026 dark_pool
Dark Pool: MUSA — 0.4M shares, 25,487 trades
Week starting 2026-05-18. Total ATS volume: 385,482 shares across 25,487 trades.
May 12, 2026 SEC
Murphy USA announced a private offering of $500 million in senior notes due 2034, with proceeds primarily used to refina
8-K — Impact 3/10
May 4, 2026 SEC
Director Robert Madison Murphy filed a Form 144 to sell 26,000 shares of Murphy USA (MUSA) worth approximately $15.5 mil
144 — Impact 2/10
Inst.
MORGAN STANLEY — TRIM
210,612 shares ($104.0M)

Price Targets

Historical data — last covering-analyst action Oct 2025. No current recommendation available.
$566.89 (Oct 2025)
Current $622.53 Low $380.00 Median $600.00 High $680.00 9 analysts
$380.00 $680.00

Analyst Ratings

Historical distribution59% buy · 17 analysts · last covering-analyst action Oct 2025
3Strong Buy
7Buy
6Hold
1Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Oct 23, 2025 Keybanc MAINTAIN Overweight → Overweight
Oct 15, 2025 Wells Fargo DOWNGRADE Overweight → Equal-Weight
Aug 1, 2025 Wells Fargo MAINTAIN Overweight → Overweight
Jul 25, 2025 Keybanc MAINTAIN Overweight → Overweight
May 9, 2025 Raymond James DOWNGRADE Outperform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $9.51 ▼ -0.7% $8.67 — $10.60 29% YoY 9
Next Q $8.00 ▲ +0.8% $6.54 — $9.09 18% YoY 9
Current FY $32.13 $30.08 — $34.95 29% YoY 9
Next FY $29.32 $26.37 — $32.66 -9% YoY 9

Top Institutional Holders

FundValueMove
BlackRock, Inc.$830.2M
FMR LLC$724.1MADD
VANGUARD CAPITAL MANAGEMENT LLC$370.9M
VANGUARD PORTFOLIO MANAGEMENT LLC$359.8M
STATE STREET CORP$275.0M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Keyes JamesSELL$1.2M
May 27, 2026Bacon ReneeSELL$555.9K
May 26, 2026Bacon ReneeF$841.2K
May 26, 2026Bacon ReneeM$0.00
May 15, 2026Emery KeithM$0.00
50 institutional holders with $5.0B total value (10,121,552 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 21 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.1,680,682$830.2M16.7%
2FMR LLC1,465,793$724.1M14.5%ADD +42.3%
3VANGUARD CAPITAL MANAGEMENT LLC750,814$370.9M7.4%
4VANGUARD PORTFOLIO MANAGEMENT LLC728,442$359.8M7.2%
5STATE STREET CORP556,713$275.0M5.5%
6BARCLAYS PLC532,433$263.0M5.3%
7DIMENSIONAL FUND ADVISORS LP297,306$146.9M2.9%
8Clearbridge Investments, LLC269,175$133.0M2.7%
9RENAISSANCE TECHNOLOGIES LLC231,862$114.5M2.3%
10MORGAN STANLEY210,612$104.0M2.1%TRIM -33.9%
11MARSHALL WACE, LLP204,529$101.0M2.0%NEW
12LONDON CO OF VIRGINIA167,528$82.8M1.7%
13CITADEL ADVISORS LLC161,918$80.0M1.6%
14Allianz Asset Management GmbH160,405$79.2M1.6%ADD +43.4%
15RAYMOND JAMES FINANCIAL INC156,923$77.5M1.6%
16ALLIANCEBERNSTEIN L.P.184,163$74.3M1.5%NEW
17HighTower Advisors, LLC149,640$73.9M1.5%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC137,588$68.0M1.4%
19Neuberger Berman Group LLC132,688$65.5M1.3%
20FULLER & THALER ASSET MANAGEMENT, INC.131,589$65.0M1.3%TRIM -58.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM318,473210,612-33.9%$104.0M2026-Q1
MARSHALL WACE, LLPNEW204,529$101.0M2026-Q1
Allianz Asset Management GmbHADD111,873160,405+43.4%$79.2M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.TRIM317,943131,589-58.6%$65.0M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPDOUBLED9,087102,154+1024.2%$50.5M2026-Q1
AMERIPRISE FINANCIAL INCDOUBLED25,47086,289+238.8%$42.6M2026-Q1
BANK OF AMERICA CORP /DE/TRIM142,35783,671-41.2%$41.3M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.ADD42,04776,130+81.1%$37.6M2026-Q1
PANAGORA ASSET MANAGEMENT INCDOUBLED12,03047,555+295.3%$23.5M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCNEW42,455$21.0M2026-Q1
FRANKLIN RESOURCES INCDOUBLED13,78235,459+157.3%$17.5M2026-Q1
PEAK6 LLCDOUBLED11,92629,294+145.6%$14.5M2026-Q1
Retirement Systems of AlabamaTRIM41,38820,712-50.0%$10.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM26,30017,720-32.6%$8.8M2026-Q1
FEDERATED HERMES, INC.ADD11,85315,570+31.4%$7.7M2026-Q1
FIRST TRUST ADVISORS LPTRIM20,04114,899-25.7%$7.4M2026-Q1
FIFTH THIRD BANCORPDOUBLED20013,148+6474.0%$6.5M2026-Q1
Mariner, LLCTRIM17,2289,767-43.3%$4.8M2026-Q1
CWM, LLCTRIM11,5957,918-31.7%$3.9M2026-Q1
Mawer Investment Management Ltd.NEAR_EXIT25,3656,044-76.2%$3.0M2026-Q1
Cerity Partners LLCTRIM7,1474,075-43.0%$2.0M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD2,7783,544+27.6%$1.8M2026-Q1
JOHNSON INVESTMENT COUNSEL INCTRIM5,9793,335-44.2%$1.6M2026-Q1
Horizon Investments, LLCDOUBLED12,759+275800.0%$1.4M2026-Q1
Brevan Howard Capital Management LPDOUBLED5662,560+352.3%$1.3M2026-Q1
17 unique insiders with 50 transactions. Net insider value: -$22.4M ($0.00 bought, $22.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Keyes James WDirectorSELL2,339$511.00$1.2M
May 27, 2026Bacon Renee MSVP, Chief Retail OfficerSELL1,050$529.44$555.9K
May 26, 2026Bacon Renee MSVP, Chief Retail OfficerTAX W/H1,550$542.74$841.2K
May 26, 2026Bacon Renee MSVP, Chief Retail OfficerEXERCISE2,600
May 15, 2026Emery Keith A.SVP, Chief Fuels OfficerEXERCISE500
May 15, 2026Emery Keith A.SVP, Chief Fuels OfficerTAX W/H255$576.20$146.9K
May 15, 2026Emery Keith A.SVP, Chief Fuels OfficerSELL517$574.49$297.0K
May 5, 2026Woodward Scott G.SVP, Chief Merchandising Off.EXERCISE350
May 5, 2026Woodward Scott G.SVP, Chief Merchandising Off.TAX W/H240$592.81$142.3K
May 5, 2026Woodward Scott G.SVP, Chief Merchandising Off.SELL158$600.50$94.9K
May 4, 2026MURPHY ROBERT MADISONDirectorSELL26,000$597.00$15.5M
Apr 6, 2026Smith Donald R JrSVP, CFO & TreasurerAWARD267
Apr 6, 2026Smith Donald R JrSVP, CFO & TreasurerAWARD134
Apr 6, 2026Smith Donald R JrSVP, CFO & TreasurerAWARD427
Mar 31, 2026Taylor Jack TDirectorAWARD68.033
Mar 31, 2026Phillips Jeanne LinderDirectorAWARD54.95
Mar 31, 2026MILLER DAVID BDirectorAWARD54.95
Mar 31, 2026DEMING CLAIBORNE PDirectorAWARD65.416
Mar 5, 2026CHUMLEY ROBERT JSVP InnovationSELL5,038$420.00$2.1M
Mar 5, 2026Woodward Scott G.SVP MerchandisingSELL136.644$422.44$57.7K
Feb 26, 2026Emery Keith A.SVP FuelsSELL899$382.53$343.9K
Feb 24, 2026Phillips Jeanne LinderDirectorSELL1,155$395.19$456.4K
Feb 23, 2026Bacon Renee MSVP, Sales & OperationsSELL2,844$388.61$1.1M
Feb 13, 2026GOEBEL DAVIDDirectorEXERCISE349
Feb 13, 2026Landen Diane NDirectorEXERCISE349
Feb 13, 2026Haley David C.DirectorEXERCISE244
Feb 13, 2026Turner RosemaryDirectorEXERCISE349
Feb 13, 2026MURPHY ROBERT MADISONDirectorEXERCISE349
Feb 13, 2026Phillips Jeanne LinderDirectorEXERCISE349
Feb 13, 2026Keyes James WDirectorEXERCISE349
Feb 13, 2026Bartko Eric J.SVP & Chief Customer OfficerSELL345$404.84$139.7K
Feb 13, 2026Bacon Renee MSVP, Sales & OperationsSELL1,219$386.09$470.6K
Feb 12, 2026GOEBEL DAVIDDirectorAWARD421
Feb 12, 2026MILLER DAVID BDirectorAWARD421
Feb 12, 2026Landen Diane NDirectorAWARD421
Feb 12, 2026Haley David C.DirectorAWARD421
Feb 12, 2026Turner RosemaryDirectorAWARD421
Feb 12, 2026Taylor Jack TDirectorAWARD421
Feb 12, 2026Kulp Michael G.DirectorAWARD421
Feb 12, 2026DEMING CLAIBORNE PDirectorAWARD421
Feb 12, 2026MURPHY ROBERT MADISONDirectorAWARD421
Feb 12, 2026Phillips Jeanne LinderDirectorAWARD421
Feb 12, 2026Keyes James WDirectorAWARD421
Feb 11, 2026Bartko Eric J.SVP & Chief Customer OfficerEXERCISE502
Feb 11, 2026Bartko Eric J.SVP & Chief Customer OfficerTAX W/H228$363.36$82.8K
Feb 11, 2026Bartko Eric J.SVP & Chief Customer OfficerAWARD749
Feb 11, 2026Bartko Eric J.SVP & Chief Customer OfficerAWARD454
Feb 11, 2026Bartko Eric J.SVP & Chief Customer OfficerAWARD227
Feb 11, 2026Bartko Eric J.SVP & Chief Customer OfficerEXERCISE300
Feb 11, 2026Emery Keith A.SVP FuelsEXERCISE838

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Oct 2025): 59% buy across 17 analysts — 3 strong buy, 7 buy, 6 hold, 1 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Oct 2025. No current recommendation available.
$566.89 mean target (Oct 2025)
$380.00 Low $680.00 High
MetricValue
Current Price$622.53
Target Low$380.00
Target Mean$566.89
Target Median$600.00
Target High$680.00
# Analysts9
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$9.51 $8.67 $10.60 29.2% -0.7% 7↑ 0↓ $6.0B 19.6% 9
Next Q
2026-09-30
$8.00 $6.54 $9.09 18.4% +0.8% 6↑ 1↓ $5.8B 13.7% 9
Current FY
2026-12-31
$32.13 $30.08 $34.95 28.5% -0.1% 7↑ 0↓ $22.0B 13.7% 9
Next FY
2027-12-31
$29.32 $26.37 $32.66 -8.7% +0.3% 6↑ 0↓ $21.8B -1.0% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$9.509
7d ago$9.509
30d ago$9.578-0.069
60d ago$7.629+1.880
90d ago$7.618+1.891
8 analyst firms have rated this stock: 2 upgrades, 3 downgrades, 3 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Oct 23, 2025 Keybanc MAINTAIN Overweight Overweight
Oct 15, 2025 Wells Fargo DOWNGRADE Overweight Equal-Weight
Aug 1, 2025 Wells Fargo MAINTAIN Overweight Overweight
Jul 25, 2025 Keybanc MAINTAIN Overweight Overweight
May 9, 2025 Raymond James DOWNGRADE Outperform Market Perform
May 9, 2025 Stephens & Co. MAINTAIN Overweight Overweight
May 9, 2025 Keybanc MAINTAIN Overweight Overweight
Apr 11, 2025 Keybanc INITIATE Overweight
Feb 7, 2025 Wells Fargo MAINTAIN Overweight Overweight
Feb 6, 2025 RBC Capital MAINTAIN Sector Perform Sector Perform
Sep 19, 2024 JP Morgan DOWNGRADE Neutral Underweight
Aug 2, 2024 Wells Fargo MAINTAIN Overweight Overweight
Aug 2, 2024 Raymond James MAINTAIN Outperform Outperform
Aug 1, 2024 RBC Capital MAINTAIN Sector Perform Sector Perform
Jul 18, 2024 Raymond James MAINTAIN Outperform Outperform
Apr 19, 2024 Wells Fargo MAINTAIN Overweight Overweight
Apr 10, 2024 Stephens & Co. REITERATE Overweight Overweight
Feb 9, 2024 Stephens & Co. MAINTAIN Overweight Overweight
Feb 9, 2024 Wells Fargo MAINTAIN Overweight Overweight
Feb 8, 2024 Stephens & Co. REITERATE Overweight Overweight
Feb 8, 2024 RBC Capital MAINTAIN Sector Perform Sector Perform
Jan 4, 2024 Jefferies UPGRADE Hold Buy
Nov 3, 2023 Stephens & Co. MAINTAIN Overweight Overweight
Nov 2, 2023 Stephens & Co. REITERATE Overweight Overweight
Oct 26, 2023 Goldman Sachs MAINTAIN Sell Sell
Sep 25, 2023 Wells Fargo MAINTAIN Overweight Overweight
Aug 3, 2023 RBC Capital MAINTAIN Sector Perform Sector Perform
Aug 3, 2023 Stephens & Co. REITERATE Overweight Overweight
Jul 18, 2023 Raymond James MAINTAIN Outperform Outperform
May 5, 2023 Raymond James MAINTAIN Outperform
May 4, 2023 Stephens & Co. MAINTAIN Overweight
May 4, 2023 Wells Fargo MAINTAIN Overweight
May 3, 2023 RBC Capital REITERATE Sector Perform
May 3, 2023 Stephens & Co. REITERATE Overweight
Apr 25, 2023 RBC Capital REITERATE Sector Perform
Feb 3, 2023 Wells Fargo MAINTAIN Overweight
Feb 3, 2023 Raymond James MAINTAIN Outperform
Jan 23, 2023 Wells Fargo UPGRADE Equal-Weight Overweight
Jan 4, 2023 Wells Fargo MAINTAIN Equal-Weight
Dec 15, 2022 RBC Capital INITIATE Sector Perform
Oct 28, 2022 Stephens & Co. MAINTAIN Overweight
Oct 28, 2022 Raymond James MAINTAIN Outperform
Oct 19, 2022 Goldman Sachs MAINTAIN Sell
Jul 29, 2022 Raymond James MAINTAIN Outperform
Jul 20, 2022 Raymond James MAINTAIN Outperform
Jul 11, 2022 Stephens & Co. MAINTAIN Overweight
May 25, 2022 Wells Fargo INITIATE Equal-Weight
May 5, 2022 Raymond James MAINTAIN Outperform
Apr 19, 2022 Raymond James MAINTAIN Outperform
Jan 28, 2022 Raymond James MAINTAIN Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263761059%
May 1, 20263761059%
Apr 1, 20263752059%
Mar 1, 20263652056%
Feb 1, 20263652056%
Jan 1, 20263651060%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: MUSA — 0.4M shares, 25,487 trades
Week starting 2026-05-18. Total ATS volume: 385,482 shares across 25,487 trades.
May 11, 2026
dark_pool
Dark Pool: MUSA — 0.5M shares, 26,999 trades
Week starting 2026-05-11. Total ATS volume: 464,876 shares across 26,999 trades.
May 4, 2026
dark_pool
Dark Pool: MUSA — 0.4M shares, 28,905 trades
Week starting 2026-05-04. Total ATS volume: 357,500 shares across 28,905 trades.
Apr 29, 2026
earnings_calendar
MUSA Q1 2026 Earnings Scheduled — 2026-04-29
Apr 27, 2026
short_interest
FTD: MUSA — 1,173 shares ($0.6M) failed to deliver
Settlement: 20260427, Price: $531.29, FTD Value: $623,203.17, MURPHY USA INC COM STK (DE)
Apr 27, 2026
dark_pool
Dark Pool: MUSA — 0.8M shares, 37,119 trades
Week starting 2026-04-27. Total ATS volume: 750,319 shares across 37,119 trades.
Apr 20, 2026
dark_pool
Dark Pool: MUSA — 0.4M shares, 24,077 trades
Week starting 2026-04-20. Total ATS volume: 434,019 shares across 24,077 trades.
Apr 13, 2026
dark_pool
Dark Pool: MUSA — 0.5M shares, 26,139 trades
Week starting 2026-04-13. Total ATS volume: 495,397 shares across 26,139 trades.
Apr 7, 2026
short_interest
FTD: MUSA — 2,369 shares ($1.2M) failed to deliver
Settlement: 20260407, Price: $507.56, FTD Value: $1,202,409.64, MURPHY USA INC COM STK (DE)
Apr 6, 2026
dark_pool
Dark Pool: MUSA — 0.6M shares, 29,568 trades
Week starting 2026-04-06. Total ATS volume: 622,893 shares across 29,568 trades.
Apr 6, 2026
short_interest
FTD: MUSA — 6,256 shares ($3.1M) failed to deliver
Settlement: 20260406, Price: $502.41, FTD Value: $3,143,076.96, MURPHY USA INC COM STK (DE)
Mar 30, 2026
dark_pool
Dark Pool: MUSA — 0.4M shares, 19,385 trades
Week starting 2026-03-30. Total ATS volume: 399,229 shares across 19,385 trades.
Mar 23, 2026
dark_pool
Dark Pool: MUSA — 0.6M shares, 23,880 trades
Week starting 2026-03-23. Total ATS volume: 554,044 shares across 23,880 trades.
Mar 16, 2026
dark_pool
Dark Pool: MUSA — 0.5M shares, 22,287 trades
Week starting 2026-03-16. Total ATS volume: 465,729 shares across 22,287 trades.
Mar 9, 2026
dark_pool
Dark Pool: MUSA — 0.6M shares, 24,621 trades
Week starting 2026-03-09. Total ATS volume: 559,363 shares across 24,621 trades.