Murphy USA (NYSE:MUSA) SVP Eric Bartko Sells 345 Shares of Stock

Murphy USA Inc. (NYSE:MUSA) SVP Eric Bartko sold 345 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $404.84, for a total value of $139,669.80. Following the sale, the senior vice president owned 352 shares of the company’s stock, valued at approximately $142,503.68. The trade was a 49.50% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Murphy USA Stock Up 6.0%

MUSA stock opened at $407.77 on Friday. The company’s 50 day moving average is $413.52 and its two-hundred day moving average is $391.82. Murphy USA Inc. has a twelve month low of $345.23 and a twelve month high of $523.09. The company has a current ratio of 0.80, a quick ratio of 0.36 and a debt-to-equity ratio of 3.47. The stock has a market cap of $7.57 billion, a P/E ratio of 16.79, a PEG ratio of 2.69 and a beta of 0.38.

Murphy USA (NYSE:MUSA) last released 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. Murphy USA had a net margin of 2.43% and a return on equity of 75.75%. The company had revenue of $4.74 billion during the quarter, compared to the consensus estimate of $4.88 billion. During the same quarter in the prior year, the firm posted $6.96 earnings per share. Murphy USA’s revenue for the quarter was up .7% on a year-over-year basis. Research analysts expect that Murphy USA Inc. will post 26.45 earnings per share for the current fiscal year.

Murphy USA Announces Dividend

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

Murphy USA News Summary

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

Wall Street Analyst Weigh In

MUSA has been the subject of a number of research analyst reports. Stephens dropped their target price on shares of Murphy USA from $475.00 to $450.00 and set an “overweight” rating for the company in a report on Friday, February 6th. KeyCorp set a $500.00 price objective on shares of Murphy USA in a research note on Thursday, February 5th. Royal Bank Of Canada reduced their target price on shares of Murphy USA from $467.00 to $445.00 and set a “sector perform” rating on the stock in a report on Thursday, February 5th. Zacks Research upgraded Murphy USA from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $457.50.

Institutional Investors Weigh In On Murphy USA

Several hedge funds and other institutional investors have recently modified their holdings of MUSA. MassMutual Private Wealth & Trust FSB grew its stake in Murphy USA by 82.4% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock worth $25,000 after purchasing an additional 28 shares in the last quarter. Huntington National Bank grew its position in shares of Murphy USA by 106.7% during the fourth quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock worth $25,000 after acquiring an additional 32 shares during the last quarter. Ameriflex Group Inc. acquired a new stake in shares of Murphy USA in the 3rd quarter worth about $26,000. AlphaQuest LLC increased its holdings in shares of Murphy USA by 317.6% in the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 54 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its position in 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 last quarter. Institutional investors own 80.81% of the company’s stock.

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.