MUSA

Murphy USA Inc.

NYSE · Retail-Auto Dealers & Gasoline Stations · Inc. DE · CIK 0001573516
$555.64 -2.45% $10.5B
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)5 New Institutional Positions
Vol
Market Cap$10.5B
Cap SizeLarge Cap
Inst. Holders10 funds
Inst. Value$1.7B
Inst. Activity5 buys / 1 sells
Insider Activity0B / 10S
Insider Net $-$20.6M
SEC Reports6
Exchange NYSE·Sector Retail-Auto Dealers & Gasoline Stations·Inc. DE·CIK 0001573516·Prev Close $569.58

Recent Activity

May 15, 2026 Insider
Emery Keith A. sold 500 shares
SVP, Chief Fuels Officer @ $0.00 ($0.00)
May 15, 2026 Insider
Emery Keith A. sold 255 shares
SVP, Chief Fuels Officer @ $576.20 ($146.9K)
May 15, 2026 Insider
Emery Keith A. sold 517 shares
SVP, Chief Fuels Officer @ $574.49 ($297.0K)
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
Apr 29, 2026 SEC
Murphy USA reported Q1 2026 diluted EPS of $7.28, crushing consensus of $4.79 by 52%, on revenue of $4.82B (+6.5% YoY).
8-K — Impact 8/10
Inst.
FMR LLC — ADD
1,622,454 shares ($654.7M)
Inst.
MORGAN STANLEY — ADD
318,473 shares ($128.5M)

Price Targets

Historical data — last covering-analyst action Oct 2025. No current recommendation available.
$558.00 (Oct 2025)
Current $555.64 Low $380.00 Median $600.00 High $655.00 9 analysts
$380.00 $655.00

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 $9.58 ▲ +23.2% $8.67 — $10.60 30% YoY 8
Next Q $7.93 ▲ +8.3% $6.54 — $9.09 17% YoY 8
Current FY $32.17 ▲ +24.9% $30.08 — $34.95 29% YoY 8
Next FY $29.22 ▲ +8.3% $26.37 — $32.66 -9% YoY 8

Top Institutional Holders

FundValueMove
FMR LLC$654.7MADD
VANGUARD GROUP INC$646.2M
MORGAN STANLEY$128.5MADD
RENAISSANCE TECHNOLOGIES LLC$109.0M
BANK OF AMERICA CORP$57.4MADD

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Emery KeithM$0.00
May 15, 2026Emery KeithF$146.9K
May 15, 2026Emery KeithSELL$297.0K
May 15, 2026Emery KeithM$0.00
May 5, 2026Woodward ScottM$0.00
10 institutional holders with $1.7B total value (4,284,726 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 5 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC1,622,454$654.7M37.9%ADD +42.3%
2VANGUARD GROUP INC1,601,401$646.2M37.4%
3MORGAN STANLEY318,473$128.5M7.4%ADD +45.6%
4RENAISSANCE TECHNOLOGIES LLC270,142$109.0M6.3%
5BANK OF AMERICA CORP /DE/142,357$57.4M3.3%ADD +25.6%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC130,897$52.8M3.1%NEW
7NORGES BANK125,710$50.7M2.9%NEW
8WELLS FARGO & COMPANY/MN43,286$17.5M1.0%TRIM -28.6%
9Mawer Investment Management Ltd.25,365$10.2M0.6%TRIM -35.3%
10TWO SIGMA INVESTMENTS, LP4,641$1.9M0.1%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD1,140,2401,622,454+42.3%$654.7M2025-Q4
MORGAN STANLEYADD218,675318,473+45.6%$128.5M2025-Q4
BANK OF AMERICA CORP /DE/ADD113,315142,357+25.6%$57.4M2025-Q4
NORGES BANKNEW125,710$50.7M2025-Q4
Mawer Investment Management Ltd.TRIM39,21725,365-35.3%$10.2M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW4,641$1.9M2025-Q4
FMR LLCADD901,2461,140,240+26.5%$442.7M2025-Q3
NORGES BANKEXIT230,9910-100.0%$0.002025-Q3
FMR LLCTRIM1,616,019901,246-44.2%$366.6M2025-Q2
NORGES BANKNEW230,991$94.0M2025-Q2
Mawer Investment Management Ltd.NEW26,652$12.5M2025-Q1
NORGES BANKEXIT224,6960-100.0%$0.002025-Q1
UBS Group AGDOUBLED27,940131,108+369.2%$65.8M2024-Q4
WELLS FARGO & COMPANY/MNTRIM86,10561,519-28.6%$30.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW141,855$69.9M2024-Q3
17 unique insiders with 10 transactions. Net insider value: -$20.6M ($0.00 bought, $20.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Emery Keith A.SVP, Chief Fuels OfficerM500$0.00$0.00
May 15, 2026Emery Keith A.SVP, Chief Fuels OfficerF255$576.20$146.9K
May 15, 2026Emery Keith A.SVP, Chief Fuels OfficerSELL517$574.49$297.0K
May 15, 2026Emery Keith A.SVP, Chief Fuels OfficerM500$0.00$0.00
May 5, 2026Woodward Scott G.SVP, Chief Merchandising Off.M350$0.00$0.00
May 5, 2026Woodward Scott G.SVP, Chief Merchandising Off.F240$592.81$142.3K
May 5, 2026Woodward Scott G.SVP, Chief Merchandising Off.SELL158$600.50$94.9K
May 5, 2026Woodward Scott G.SVP, Chief Merchandising Off.M350$0.00$0.00
May 4, 2026MURPHY ROBERT MADISONDirectorSELL26,000$597.00$15.5M
Apr 6, 2026Smith Donald R JrSVP, CFO & TreasurerA267$0.00$0.00
Apr 6, 2026Smith Donald R JrSVP, CFO & TreasurerA134$0.00$0.00
Apr 6, 2026Smith Donald R JrSVP, CFO & TreasurerA427$0.00$0.00
Mar 31, 2026Taylor Jack TDirectorA68.033$0.00$0.00
Mar 31, 2026Phillips Jeanne LinderDirectorA54.95$0.00$0.00
Mar 31, 2026MILLER DAVID BDirectorA54.95$0.00$0.00
Mar 31, 2026DEMING CLAIBORNE PDirectorA65.416$0.00$0.00
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 DAVIDDirectorM349$0.00$0.00
Feb 13, 2026GOEBEL DAVIDDirectorM349$0.00$0.00
Feb 13, 2026Landen Diane NDirectorM349$0.00$0.00
Feb 13, 2026Landen Diane NDirectorM349$0.00$0.00
Feb 13, 2026Haley David C.DirectorM244$0.00$0.00
Feb 13, 2026Haley David C.DirectorM244$0.00$0.00
Feb 13, 2026Turner RosemaryDirectorM349$0.00$0.00
Feb 13, 2026Turner RosemaryDirectorM349$0.00$0.00
Feb 13, 2026MURPHY ROBERT MADISONDirectorM349$0.00$0.00
Feb 13, 2026MURPHY ROBERT MADISONDirectorM349$0.00$0.00
Feb 13, 2026Phillips Jeanne LinderDirectorM349$0.00$0.00
Feb 13, 2026Phillips Jeanne LinderDirectorM349$0.00$0.00
Feb 13, 2026Keyes James WDirectorM349$0.00$0.00
Feb 13, 2026Keyes James WDirectorM349$0.00$0.00
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 DAVIDDirectorA421$0.00$0.00
Feb 12, 2026MILLER DAVID BDirectorA421$0.00$0.00
Feb 12, 2026Landen Diane NDirectorA421$0.00$0.00
Feb 12, 2026Haley David C.DirectorA421$0.00$0.00
Feb 12, 2026Turner RosemaryDirectorA421$0.00$0.00
Feb 12, 2026Taylor Jack TDirectorA421$0.00$0.00
Feb 12, 2026Kulp Michael G.DirectorA421$0.00$0.00
Feb 12, 2026DEMING CLAIBORNE PDirectorA421$0.00$0.00
Feb 12, 2026MURPHY ROBERT MADISONDirectorA421$0.00$0.00
Feb 12, 2026Phillips Jeanne LinderDirectorA421$0.00$0.00
Feb 12, 2026Keyes James WDirectorA421$0.00$0.00
Feb 11, 2026Bartko Eric J.SVP & Chief Customer OfficerM502$0.00$0.00
Feb 11, 2026Bartko Eric J.SVP & Chief Customer OfficerF228$363.36$82.8K

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.
$558.00 mean target (Oct 2025)
$380.00 Low $655.00 High
MetricValue
Current Price$555.64
Target Low$380.00
Target Mean$558.00
Target Median$600.00
Target High$655.00
# Analysts9
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$9.58 $8.67 $10.60 30.1% +23.2% 7↑ 0↓ $6.0B 19.2% 8
Next Q
2026-09-30
$7.93 $6.54 $9.09 17.4% +8.3% 6↑ 1↓ $5.8B 13.2% 8
Current FY
2026-12-31
$32.17 $30.08 $34.95 28.7% +24.9% 7↑ 0↓ $22.0B 13.4% 8
Next FY
2027-12-31
$29.22 $26.37 $32.66 -9.1% +8.3% 6↑ 0↓ $21.7B -1.3% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$9.578
7d ago$9.578
30d ago$7.772+1.806
60d ago$7.618+1.959
90d ago$7.632+1.946
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
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.

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
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)
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.
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.
Mar 2, 2026
dark_pool
Dark Pool: MUSA — 0.7M shares, 26,145 trades
Week starting 2026-03-02. Total ATS volume: 665,439 shares across 26,145 trades.
Feb 23, 2026
dark_pool
Dark Pool: MUSA — 0.3M shares, 15,886 trades
Week starting 2026-02-23. Total ATS volume: 337,035 shares across 15,886 trades.
Feb 16, 2026
dark_pool
Dark Pool: MUSA — 0.4M shares, 17,657 trades
Week starting 2026-02-16. Total ATS volume: 430,391 shares across 17,657 trades.