CenterBook Partners LP Reduces Holdings in Murphy USA Inc. $MUSA
CenterBook Partners LP significantly decreased its stake in Murphy USA Inc. by 64.4% in the third quarter, selling 6,890 shares and retaining 3,804 shares valued at $1.48 million. Despite this, other institutions like GSA Capital and HighTower Advisors increased their holdings, contributing to 80.81% institutional ownership. Murphy USA reported better-than-expected EPS but missed revenue estimates and recently declared a quarterly dividend of $0.63.
King Luther Capital Management Corp Sells 5,404 Shares of Murphy USA Inc. $MUSA
King Luther Capital Management Corp reduced its stake in Murphy USA Inc. by 15.7% in the third quarter, selling 5,404 shares and now owning 29,016 shares valued at $11.27 million. Other hedge funds made various adjustments to their MUSA positions, with some increasing and others initiating stakes. Insider selling also occurred, with executives selling shares worth millions in the last quarter, while analysts have a "Hold" rating on the stock with a consensus target price of $457.50.
Ex-Dividend Reminder: Murphy USA, American States Water and Organon
Murphy USA Inc (MUSA), American States Water Co (AWR), and Organon & Co (OGN) are set to trade ex-dividend on February 23, 2026. This article details their upcoming quarterly dividend payments, the percentage by which their stock prices are expected to drop, and provides historical dividend charts for each company. It also includes their current estimated annualized yields and recent stock performance.
Murphy USA adds 29 stores in Q4
Murphy USA opened 29 new convenience stores in Q4 2025, surpassing its annual goal of 50 new locations. The company reported strong Q4 results with net income of $141.9 million, while full-year net income decreased slightly. CEO Mindy West highlighted the strength of their operating model and ongoing expansion plans for sustainable organic growth.
Advisors Asset Management Inc. Has $1.21 Million Holdings in Murphy USA Inc. $MUSA
Advisors Asset Management Inc. significantly reduced its stake in Murphy USA Inc. by 44.1% in the third quarter, holding 3,111 shares valued at $1.21 million. Despite a revenue miss, the company outperformed EPS expectations, reporting $7.53. Analysts currently hold a consensus "Hold" rating with a target price of $457.50, and company insiders have recently sold a substantial number of shares.
Murphy USA Plans Further Expansion
Murphy USA plans to continue its expansion after exceeding its growth targets in 2025 by opening more than 50 new stores. President and CEO Mindy West reported strong fourth-quarter results and emphasized the company's commitment to sustainable organic growth, despite slight dips in net income and same-store sales volumes. The company expects new market conditions to stabilize, leading to higher margins in the long term.
Murphy USA (NYSE:MUSA) SVP Renee Bacon Sells 1,219 Shares
Murphy USA SVP Renee Bacon sold 1,219 shares of MUSA stock on February 13th for a total value of $470,643.71, reducing her position by 17.06%. The company recently reported better-than-expected quarterly EPS but missed revenue estimates, and declared a $0.63 quarterly dividend. Analysts currently rate Murphy USA as a "Hold" with an average price target of $457.50.
Murphy USA SVP Bartko sells $139k in stock By Investing.com
Eric J. Bartko, SVP & Chief Customer Officer at Murphy USA Inc, sold 345 shares of common stock for $139,669 on February 13, 2026. Prior to this, on February 11, Bartko also disposed of 228 shares to cover tax obligations and acquired various other stock units and options. These transactions come alongside Murphy USA's recent fourth-quarter 2025 earnings report, which exceeded EPS expectations but fell short on revenue, leading to mixed reactions and revised price targets from analysts like KeyBanc Capital Markets and Stephens.
Murphy USA SVP Bartko sells $139k in stock By Investing.com
Eric J. Bartko, SVP & Chief Customer Officer at Murphy USA Inc, recently sold 345 shares of common stock for over $139,000 and disposed of another 228 shares to cover tax obligations. Concurrently, Bartko acquired various forms of stock and stock options. This insider activity follows Murphy USA reporting Q4 2025 earnings that beat expectations, although revenue fell short, leading to mixed analyst price targets but maintained Overweight ratings.
Murphy USA Inc. (NYSE:MUSA) Declares $0.63 Quarterly Dividend
Murphy USA Inc. (NYSE:MUSA) has declared a quarterly dividend of $0.63 per share, payable on March 5th to shareholders of record on February 23rd, with an ex-dividend date of February 23rd. The company has a history of consistently raising its dividend, backed by a low payout ratio of 9.0%, indicating that its earnings sufficiently cover the dividend. Murphy USA's financial performance shows it beat EPS estimates but slightly missed revenue expectations in its latest quarterly report.
Murphy USA boosts shareholder payout 29% with new dividend
Murphy USA Inc. (MUSA) has announced a 29% increase in its quarterly cash dividend to $0.63 per share, or $2.52 on an annualized basis, payable on March 5, 2026. This reflects the company's strong financial position and commitment to returning value to shareholders. Murphy USA operates over 1,800 retail gasoline and convenience stores across 27 states, primarily co-located with Walmart Supercenters.
Murphy USA Keeps Quarterly Dividend of $0.63 per Share, Payable March 5 to Shareholders of Record on Feb. 23
Murphy USA announced it will maintain its quarterly dividend of $0.63 per share. The dividend is payable on March 5, 2026, to shareholders of record as of February 23, 2026. This news comes amidst other recent company updates including Q4 2025 earnings and analyst price target revisions.
Murphy USA Inc. Announces Dividend
Murphy USA Inc. (NYSE: MUSA) has declared a quarterly cash dividend of $0.63 per share, or $2.52 on an annualized basis, which marks a 29% increase from Q1 2025. This dividend is payable on March 5, 2026, to stockholders of record as of February 23, 2026. The company, a leading retailer of gasoline and convenience merchandise, operates over 1,800 stores primarily across the Southwest, Southeast, Midwest, and Northeast United States.
Murphy USA Q4 Earnings Beat Estimates as Fuel Margins Rise
Murphy USA Inc. reported adjusted earnings per share of $7.53 for Q4 2025, surpassing the Zacks Consensus Estimate and showing an increase from the previous year. This outperformance was largely driven by higher merchandise results and an 8.9% rise in total fuel contribution. The company also provided 2026 guidance, forecasting continued unit growth and profitability with plans to open 45-55 new stores.
Murphy USA Q4 Earnings Beat Estimates as Fuel Margins Rise
Murphy USA Inc. reported better-than-expected adjusted earnings per share of $7.53 in Q4 2025, surpassing the Zacks Consensus Estimate of $6.67, driven by strong merchandise results and increased fuel contribution. Despite a slight miss on operating revenues, total fuel contribution and retail gallons saw significant year-over-year increases. The company also provided a positive 2026 guidance, projecting continued unit growth and profitability.
Johnson Investment Counsel Inc. Makes New $2.15 Million Investment in Murphy USA Inc. $MUSA
Johnson Investment Counsel Inc. recently acquired a new stake of 5,533 shares in Murphy USA Inc. worth approximately $2.15 million during the third quarter. Other institutional investors like AlTi Global Inc., Linden Thomas Advisory Services LLC, and Oppenheimer Asset Management Inc. also adjusted their holdings in the specialty retailer. This news comes as Murphy USA stock has seen recent insider selling from executives and has an average "Hold" rating from analysts with an average target price of $457.50.
Murphy USA CEO Mindy West drives culture shift with leadership changes
Murphy USA's new CEO, Mindy West, is implementing a culture shift focused on innovation, agility, and collaboration, despite maintaining the company's core low-price strategy and capital allocation. This change includes leadership promotions aimed at fostering quicker decision-making and increased accountability to tackle industry challenges and reduce reliance on fuel and tobacco sales. The company aims to grow customer engagement and improve store productivity.
Murphy USA (NYSE:MUSA) SVP Renee Bacon Sells 353 Shares
Murphy USA SVP Renee Bacon sold 353 shares of the company's stock on February 10, 2026, totaling approximately $131,806. This sale reduced her stake by 5.62% to 5,927 shares. The company recently reported Q4 earnings that beat EPS expectations but missed revenue forecasts, with the stock trading below its 50-day and 200-day moving averages.
Envestnet Asset Management Inc. Has $51.52 Million Stock Position in Murphy USA Inc. $MUSA
Envestnet Asset Management Inc. increased its stake in Murphy USA Inc. to 132,705 shares, valued at approximately $51.52 million. This comes amidst significant insider selling, with CEOs R. Andrew Clyde and Malynda K. West offloading shares collectively worth millions. Despite topping EPS estimates, Murphy USA missed revenue expectations, and currently holds a "Hold" analyst rating with a consensus target price of $457.50.
‘Innovate and challenge the status quo’: Inside Murphy USA’s cultural revamp
Murphy USA CEO Mindy West is driving a cultural transformation to foster collaboration and agility within the company, urging it to "innovate and challenge the status quo." While the company reported success in new store openings and merchandise contribution in 2025, West aims to reduce reliance on fuel and tobacco and enhance customer and employee experiences. Additionally, QuickChek, Murphy's East Coast chain, is refocusing on fundamental operational discipline, simplifying its menu, and rationalizing assortments to improve margins and streamline the business model.
Murphy USA (MUSA) Margin Compression Challenges Bullish Earnings Narrative
Murphy USA (MUSA) reported Q4 2025 revenue of US$4.7 billion and basic EPS of US$7.61, but its net margin compressed to 2.4% from 2.8% a year earlier. While long-term earnings growth remains positive, the recent margin pressure challenges a purely bullish earnings narrative. The stock trades at a P/E premium to peers, but its DCF fair value is only slightly above the current share price, with high debt cited as a cautious factor.
Murphy USA CEO West Malynda sells $1.78 million in stock
Murphy USA Inc. CEO West Malynda K sold 3,967 shares of company stock worth $1.78 million on February 4, 2026, under a Rule 10b5-1 trading plan. Following the sale, Malynda K directly owns 117,388.642 shares and indirectly owns 875.495 shares through a 401(k) Plan. This transaction comes amidst mixed analyst reactions to Murphy USA's Q4 2025 earnings, which beat EPS expectations but missed on revenue.
Murphy USA reshapes executive team as new CEO charts cultural shift
Murphy USA has appointed three new senior vice presidents—Eric Bartko (Chief Customer Officer), Keith Emery (SVP of Fuels), and Scott Woodward (SVP of Merchandising)—as newly appointed CEO Mindy West aims to evolve the company's culture. These leadership changes are designed to foster quicker collaboration, more nimble decision-making, and increased accountability, particularly as the company experienced a drop in net income for the third consecutive year. The new executives will oversee strategy, merchandising, and fuels across both the Murphy USA and QuickChek banners, with some existing leaders also seeing title changes to streamline reporting structures.
Bessemer Group Inc. Purchases 15,610 Shares of Murphy USA Inc. $MUSA
Bessemer Group Inc. has increased its stake in Murphy USA Inc. (NYSE:MUSA) by 20.6%, acquiring an additional 15,610 shares, bringing its total holdings to 91,349 shares valued at approximately $35.5 million. This coincides with Murphy USA reporting a Q4 EPS beat but missing revenue estimates, leading to a stock dip and analysts moving towards a "Hold" consensus. Significant insider selling has also been noted, with CEOs selling shares in recent months.
Murphy USA’s focus is on organic growth—but it’s in the market for smaller acquisitions, too
Murphy USA is prioritizing organic growth by building new convenience stores, with plans for 45 to 55 new stores in 2026. The company is also open to smaller, opportunistic acquisitions, such as the recent purchase of four stores in the Denver area, to quickly increase market density. This strategy allows them to efficiently expand their network alongside their new construction efforts.
Murphy USA Inc. (NYSE:MUSA) Q4 2025 Earnings Call Transcript
Murphy USA Inc. (NYSE:MUSA) held its Q4 2025 earnings call, discussing competitive pressures, maintenance capital acceleration, and long-term EBITDA growth targets. Mindy West, President and CEO, addressed the impact of new store openings, the need for a more volatile fuel environment to achieve higher EBITDA growth, and strategies for managing per-store expenses and nicotine product sales. The company also touched upon recent small acquisitions and the performance of its QuickChek brand.
Murphy USA (NYSE:MUSA) CEO Malynda West Sells 3,967 Shares of Stock
Murphy USA CEO Malynda West sold 3,967 shares of MUSA stock for over $1.78 million, reducing her stake by 3.27%. This insider selling, coupled with a revenue miss in Q4 earnings and analyst target cuts, led to a stock price decline and concerns about the company's short-term outlook despite an EPS beat and a plan for EBITDA growth.
Demystifying Murphy USA: Insights From 5 Analyst Reviews
Five analysts have recently provided ratings for Murphy USA (NYSE: MUSA), with a diverse range of perspectives. The average 12-month price target is set at $436.0, an increase of 1.3% from the previous average. Financially, Murphy USA shows strong market capitalization, impressive net margin, ROE, and ROA, but faces challenges with negative revenue growth and a high debt-to-equity ratio.
Murphy USA (NYSE:MUSA) Stock Price Down 10.2% on Analyst Downgrade
Murphy USA (NYSE:MUSA) stock fell 10.2% after Royal Bank of Canada downgraded its price target from $467 to $445, maintaining a "sector perform" rating. Despite beating EPS estimates with $7.53 versus $6.67, the company missed revenue expectations. Insider selling amounted to 45,034 shares, valued at approximately $17.35 million, over the past 90 days.
RBC Capital Lowers Price Target for Murphy USA (MUSA) to $445 | MUSA Stock News
RBC Capital analyst Irene Nattel maintained a "Sector Perform" rating for Murphy USA (MUSA) but lowered the price target from $467 to $445, a 4.71% decrease. Despite this, the average target price from 8 analysts is $432.09, suggesting a 3.21% upside from the current price. Murphy USA, a convenience store and fueling station operator, has an average brokerage recommendation of 2.7 ("Hold") and an estimated GF Value of $422.16.
Earnings call transcript: Murphy USA Q4 2025 beats EPS forecast, stock dips
Murphy USA reported Q4 2025 earnings per share (EPS) of $7.53, exceeding the forecast of $6.45. Despite this, revenue missed expectations at $4.74 billion, leading to a 9.08% stock dip in after-hours trading. The company plans aggressive growth by building over 50 new stores annually and targets $1.2 billion EBITDA by 2028, focusing on operational efficiency and diversifying revenue streams away from fuel and tobacco.
Murphy USA: Fourth Quarter Earnings Overview
Murphy USA Inc. announced strong financial results for the fourth quarter, reporting a net profit of $141.9 million and earnings of $7.53 per share, exceeding analyst expectations. The company generated $4.74 billion in revenue for the quarter. For the full year, Murphy USA posted a total profit of $470.6 million on annual revenue of $19.38 billion.
Murphy USA reports flat fourth-quarter 2025 net income
Murphy USA announced a relatively flat net income for the fourth quarter of 2025 compared to the previous year, while its full-year net income for 2025 declined from 2024. Despite the slight decrease in quarterly net income, the convenience-store chain exceeded its 2025 store growth target by opening 29 new stores in Q4, bringing the total to 50 new Murphy USA/Express stores and one new QuickChek store for the year. This performance, marked by stronger retail fuel margins and improved merchandise sales, comes under the leadership of new President and CEO Mindy West.
Murphy USA (MUSA) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Murphy USA (MUSA) reported Q4 2025 revenue of $4.74 billion, a 0.7% year-over-year increase, falling slightly short of Zacks Consensus Estimate by -1.19%. However, its EPS of $7.53 significantly exceeded the consensus estimate of $6.67, representing a surprise of +12.84%. Key metrics like retail fuel volume and retail fuel margin also surpassed analyst expectations, suggesting strong operational performance.
Murphy USA Inc. Reports Fourth Quarter 2025 Results and 2026 Guidance
Murphy USA Inc. reported its financial results for Q4 and full year 2025, with a net income of $141.9 million for Q4 2025 and $470.6 million for the full year. The company also provided its 2026 guidance, projecting 45 to 55 new store additions and continued strong merchandise contribution. These results highlight the company's resilient strategy and momentum going into 2026 despite earlier challenges.
Murphy USA Inc earnings beat by $1.08, revenue fell short of estimates
Murphy USA Inc (NYSE: MUSA) reported fourth-quarter earnings per share (EPS) of $7.53, exceeding analyst estimates by $1.08. However, the company's revenue of $4.74 billion fell short of the consensus estimate of $4.88 billion. Despite the revenue miss, Murphy USA's stock has seen a 22.32% increase in the last three months, though it is down 13.78% over the past year.
Murphy USA Inc. Reports Fourth Quarter 2025 Results and 2026 Guidance
Murphy USA Inc. announced strong fourth-quarter 2025 results, with net income of $141.9 million and total fuel contribution of 34.3 cpg, reflecting effective execution against growth goals and efficiency. The company repurchased approximately 175.4 thousand common shares for $67.5 million and increased its quarterly dividend by 18.9%. For 2026, Murphy USA projects continued organic growth with 45 to 55 new stores, and anticipates net income of $439 million and Adjusted EBITDA of about $1.0 billion.
Earnings Flash (MUSA) Murphy USA Inc. Reports Q4 Revenue $4.74B, vs. FactSet Est of $4.84B
Murphy USA Inc. (MUSA) reported its fourth-quarter revenue at $4.74 billion, falling short of FactSet's estimated $4.84 billion. Despite missing revenue estimates, the company's Q4 net income and overall revenue saw an increase. The article also provides a company profile, recent news, analyst ratings, and financial data for Murphy USA Inc.
Murphy USA earnings in focus: Can fuel margins deliver a beat? By Investing.com
Murphy USA is reporting fourth-quarter earnings with analysts predicting an EPS of $6.45 on $4.88 billion in revenue. EPS estimates have increased due to expectations of stronger fuel margins and improved customer traffic. The key question is whether fuel margins exceeded consensus, as fuel accounts for approximately 60% of gross profit.
Federated Hermes Inc. Sells 14,675 Shares of Murphy USA Inc. $MUSA
Federated Hermes Inc. significantly reduced its stake in Murphy USA Inc. (NYSE:MUSA) by selling 14,675 shares, decreasing its holdings by 57.8% in the third quarter. Despite this, other institutional investors have increased their positions in MUSA. Insider transactions show recent sales by the CEO, while analyst ratings on Murphy USA are mixed, with a consensus "Hold" rating and a target price of $460.33.
Murphy to report 4Q earnings Wednesday
Murphy USA Inc. is set to release its fourth-quarter 2025 financial results after the stock market closes on Wednesday. The company will provide recorded management remarks and host a webcast Q&A session on Thursday morning. Investors can access further details on the company's website or via a conference call.
KeyBanc reiterates Overweight rating on Murphy USA stock, maintains $460 target
KeyBanc Capital Markets has reiterated an Overweight rating on Murphy USA (NYSE:MUSA) with a $460 price target, citing stronger fuel margins and improved customer traffic. The firm raised its fourth-quarter EPS estimate for Murphy USA, with fuel margins tracking above consensus expectations, and noted that MUSA's earnings are highly sensitive to fuel fluctuations as approximately 60% of its gross profit comes from fuel sales. Despite thin gross profit margins, the company has delivered strong returns, with the stock up 17% over the past six months.
Mawer Investment Management Ltd. Has $15.23 Million Position in Murphy USA Inc. $MUSA
Mawer Investment Management Ltd. increased its holdings in Murphy USA Inc. by 23.7% in Q3, now owning 39,217 shares valued at $15.23 million. This comes amidst significant insider selling, with CEO R. Andrew Clyde and Malynda K. West selling shares worth millions in the last 90 days. Despite the insider sales, the stock holds a "Hold" consensus rating from analysts with a target price of $460.33.
Y Intercept Hong Kong Ltd Sells 12,528 Shares of Murphy USA Inc. $MUSA
Y Intercept Hong Kong Ltd significantly reduced its stake in Murphy USA Inc. (NYSE:MUSA) by selling 12,528 shares, an 85.1% decrease, during the third quarter, leaving them with 2,198 shares valued at $853,000. Company insiders, including CEO Malynda K. West and R. Andrew Clyde, also sold a substantial amount of shares, totaling 45,034 shares worth $17.35 million in the last quarter. Murphy USA currently holds a "Hold" average analyst rating with a target price of $460.33, while its stock trades around $422.28.
Mitsubishi UFJ Trust & Banking Corp Sells 2,722 Shares of Murphy USA Inc. $MUSA
Mitsubishi UFJ Trust & Banking Corp significantly reduced its stake in Murphy USA Inc. by selling 2,722 shares, bringing its total holdings to 4,281 shares valued at $1.66 million. This divestment comes amidst notable insider selling by Murphy USA's CEO and other executives, with a total of 45,034 shares sold for $17.35 million over the past three months. Despite outperforming EPS estimates in its last quarterly report, analysts maintain a "Hold" rating for Murphy USA, with an average target price of $460.33.
People on the Move: Bazooka Brands, Murphy USA & Performance Food Group
This article details recent executive changes across several companies in the convenience store industry, including Bazooka Brands, Murphy USA, Performance Food Group, and others. Key appointments include David Dreyer as CMO at Bazooka Brands, Terry Gallagher, Jr. as chairman of the Cigar Association of America, and Scott McPherson as CEO of Performance Food Group. The report highlights the strategic importance of these personnel moves in driving growth and innovation within their respective organizations.
Wealth Enhancement Advisory Services LLC Buys 2,877 Shares of Murphy USA Inc. $MUSA
Wealth Enhancement Advisory Services LLC increased its stake in Murphy USA Inc. by 85.4% in the Q3, acquiring 2,877 additional shares to hold a total of 6,247 shares valued at $2.387 million. Despite institutional buying, company insiders sold 45,034 shares worth approximately $17.35 million. Analysts maintain a "Hold" consensus rating with a target price of $460.33 for MUSA.
Murphy USA to build new convenience store on Corpus Christi's southside on Weber Road
Murphy USA plans to construct a new 2,817-square-foot convenience store and gas station at 5126 Weber Road in Corpus Christi, Texas. Groundbreaking is expected in late June 2026, with completion by December 30, 2026. This new location will expand Murphy USA's presence in the area, offering more options for residents as the Weber Road corridor continues to develop commercially.
MUSA SEC Filings - Murphy Usa Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Murphy USA Inc. (MUSA) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms. It offers detailed regulatory disclosures about the company's operations, financial condition, governance, and capital allocation, enhanced with AI-powered summaries of key events and changes. Recent filings detail leadership changes, share repurchase programs, dividend declarations, and insider transactions.
Murphy USA (MUSA) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Murphy USA (MUSA) is expected to report a year-over-year decline in earnings but higher revenues for the quarter ended December 2025. The company's stock may increase if its actual results surpass analyst estimates, with its Zacks Earnings ESP and Zacks Rank #3 indicating a high probability of an earnings beat. Investors are advised to consider other factors beyond earnings surprise when making investment decisions.
