Murphy USA names permanent CFO
Murphy USA has appointed Donald R. Smith Jr. as its permanent Senior Vice President, CFO, and Treasurer, effective last Friday. Smith previously served as interim CFO and chief accounting officer since October, following Galagher Jeff's departure to Arko Corp. Smith has been with Murphy USA since its 2013 spin-off from Murphy Oil Corp.
Murphy USA stock hits 52-week high at 525.51 USD By Investing.com
Murphy USA Inc. (MUSA) stock reached a 52-week high of $525.51, reflecting strong performance with a 33% return over the last six months and a 26% year-to-date gain. Despite this milestone, InvestingPro analysis suggests the stock might be overvalued. The company recently reported better-than-expected Q4 2025 EPS but missed revenue forecasts, leading to mixed analyst price targets.
Murphy USA names permanent CFO as exec team revamp continues
Murphy USA has appointed Donald Smith Jr. as its permanent Senior Vice President, CFO, and Treasurer, following his service as interim CFO since October. This decision is part of ongoing leadership changes initiated by new CEO Mindy West, aimed at a cultural shift and addressing two years of revenue decline. Smith's promotion includes an increased salary and bonus opportunities, as the company focuses on new store development, "raze-and-rebuild" programs, brand refreshing, and expanding its QuickChek presence.
Murphy USA Schedules First Quarter 2026 Earnings Call
Murphy USA Inc. (NYSE: MUSA), a prominent fuel and convenience store retailer, has announced its first-quarter 2026 financial results and a pre-recorded management commentary. The company will also host a conference call for investors and analysts to discuss its performance and future outlook. This report is crucial for understanding consumer spending and the retail industry's health, as Murphy USA operates over 1,500 stores across 27 states.
Murphy USA Inc has officially announced the appointment of Donald R. Smith Jr. as the company’s new Chief Financial Officer and Principal Financial Officer, with the appointment taking effect on April 3, 2026.
Murphy USA Inc. has announced the appointment of Donald R. Smith Jr. as their new Chief Financial Officer and Principal Financial Officer. This change will become effective on April 3, 2026, and was disclosed in documents filed with the U.S. Securities and Exchange Commission.
Murphy Usa Inc Appoints Donald R. Smith, Jr. As CFO And Treasurer Effective April 3, 2026
Murphy USA Inc. (MUSA) has announced the appointment of Donald R. Smith, Jr. as its new CFO and Treasurer. This change will become effective on April 3, 2026. The announcement was made through Reuters and Refinitiv.
Murphy USA Names Donald Smith as Permanent CFO
Murphy USA has appointed Donald R. Smith, Jr. as its permanent Chief Financial Officer and Treasurer, effective April 3, 2026. Smith, who previously served as Interim CFO, will take on expanded responsibilities for the company's financial strategy. His promotion includes a significant increase in compensation, and the company confirmed no family or related-party interests influenced the decision.
Murphy USA appoints Donald R. Smith, Jr. as chief financial officer
Murphy USA has appointed Donald R. Smith, Jr. as Senior Vice President, Chief Financial Officer, and Treasurer, effective April 3. Smith, who has been with the company since its 2013 spin-off from Murphy Oil Corporation, previously served in interim and accounting officer roles. His compensation package includes a significant increase in salary, bonus opportunities, and equity awards, reflecting his new position.
Murphy USA Inc appoints Donald R. Smith, Jr. as CFO and treasurer effective April 3, 2026
Murphy USA Inc. announced the appointment of Donald R. Smith, Jr. as its new Chief Financial Officer and Treasurer, with his role becoming effective on April 3, 2026. The announcement was made on April 6, 2026. This leadership change is a significant update for the company.
Murphy USA to post Q1 2026 results April 29, host webcast April 30
Murphy USA Inc. (NYSE: MUSA) announced it will release its first quarter 2026 financial results and pre-recorded management remarks after market close on Wednesday, April 29, 2026. A webcasted question and answer session will follow at 10:00 a.m. CT on Thursday, April 30, 2026. The company is a leading retailer of gasoline and convenience merchandise with over 1,750 stores across 27 states.
Murphy USA (NYSE: MUSA) names Donald R. Smith Jr. as new CFO
Murphy USA Inc. (NYSE: MUSA) has appointed Donald R. Smith Jr. as its Senior Vice President, Chief Financial Officer, and Treasurer, effective April 3, 2026. Smith, who has been with the company since its 2013 spin-off, will receive an annual base salary of $550,000, a target annual cash bonus of 70% of his base salary, and a target long-term equity incentive award of 125% of his base salary, along with a one-time cash bonus and a "top-up" equity incentive award for 2026. This appointment, detailed in an 8-K filing, reflects Smith's progression within the company and his prior experience at KPMG LLP.
Murphy USA (MUSA) director receives fully-vested RSUs in lieu of cash
Murphy USA director David B. Miller received 54.950 fully-vested Restricted Stock Units (RSUs) on March 31, 2026, as an equity compensation grant instead of his quarterly cash retainers. The RSUs, valued at $0.00 per unit under the 2023 Omnibus Incentive Plan, will be settled upon his termination of service from the Board, and his total direct RSU holdings now amount to 847.996 units. This transaction was reported in a Form 4 SEC filing by MILLER DAVID B.
Murphy USA (MUSA) director receives 68 restricted stock units in lieu of cash
Murphy USA director Jack T. Taylor was granted 68.033 restricted stock units (RSUs) as part of his quarterly compensation, issued under the 2023 Omnibus Incentive Plan. These fully vested RSUs, which include dividend equivalent units, increase his total direct RSU holdings to 1,055.490 units. Taylor has opted to defer the settlement of these RSUs until he terminates his service from the Board.
Murphy USA (MUSA) director granted 54.95 RSUs in lieu of cash retainer
Murphy USA director Jeanne Linder Phillips has reported a grant of 54.95 restricted stock units (RSUs) of Murphy USA common stock. These fully vested RSUs were issued under the 2023 Omnibus Incentive Plan as compensation for her quarterly cash retainer. Following this transaction, Phillips holds a total of 379.595 RSUs, with settlement deferred until her termination of service from the Board.
Murphy USA (NYSE: MUSA) director paid board retainer in RSUs
Claiborne P. Deming, a director at Murphy USA Inc. (NYSE: MUSA), received a grant of 65.416 restricted stock units (RSUs) as his quarterly board retainer under the 2023 Omnibus Incentive Plan. He opted to defer the settlement of these fully vested RSUs and their accrued dividend equivalent units until his termination of service from the board. Following this grant, Deming's total RSU holdings, including dividend equivalents, amount to 1,013.817 units.
Q3 Earnings Estimate for Murphy USA Issued By Zacks Research
Zacks Research has slightly increased its Q3 2027 EPS estimate for Murphy USA to $6.86 and projects $7.06 for Q4, with a full-year consensus of $26.45 per share. While Murphy USA's last reported EPS of $7.53 beat estimates, revenue fell short. The stock currently trades around $493, with a consensus "Hold" rating and a target price of $447.33.
Murphy USA Shares Acquired by Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services LLC has significantly increased its stake in Murphy USA Inc. by 45.3% during the fourth quarter of 2025, bringing its total holdings to 9,079 shares valued at $3.877 million. This acquisition demonstrates ongoing institutional confidence in the specialty retailer's financial strength and growth potential as a leading marketer of gasoline, diesel, and convenience store products. The move underscores Murphy USA's continued appeal among investors, indicating potential long-term success.
Murphy USA Inc. $MUSA Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC increased its stake in Murphy USA (NYSE:MUSA) by 45.3% in the fourth quarter, now holding 9,079 shares valued at $3.88 million. Institutional investors collectively own about 80.81% of the stock. Despite a consensus "Hold" rating and an average target price of $447.33, the stock recently traded around $497.53, above the target.
Murphy USA Inc. (NYSE:MUSA) Short Interest Down 18.3% in March
Murphy USA Inc. (NYSE:MUSA) experienced an 18.3% decrease in short interest during March, settling at 1,114,257 shares, representing about 6.7% of its shares short. Company insiders sold shares worth $6.21 million in the last three months, though they still hold over 10% of the stock. Analysts have a consensus "Hold" rating with varied price targets, while the stock recently traded at $500.89 after beating quarterly EPS expectations.
MUSA (MUSA) notices 10,000-share sale; prior 10,584 shares sold for $4.88M
Murphy USA Inc. (MUSA) has filed a Rule 144 notice for a planned sale of 10,000 shares of common stock through a stock option exercise scheduled for March 30, 2026. The filing also documents a prior sale of 10,584 shares on March 13, 2026, for $4,875,306.74, facilitated by Fidelity Brokerage Services LLC. This routine resale notice does not directly impact the company's financial results.
Murphy USA is the best performing consumer discretionary stock in March (XLY:NYSEARCA)
U.S. consumer discretionary stocks faced challenges in March, with the S&P 500 Consumer Discretionary sector index declining by 7% due to Middle East conflicts. Despite this, Murphy USA emerged as the best-performing stock within the sector.
2,810 Shares in Murphy USA Inc. $MUSA Bought by Dakota Wealth Management
Dakota Wealth Management recently acquired 2,810 shares of Murphy USA Inc. (NYSE:MUSA), valued at approximately $1.13 million, marking a new stake for the institutional investor. Despite institutional ownership accounting for over 80% of the stock, company insiders have recently sold shares. Analysts currently have an average "Hold" rating on Murphy USA, with a consensus target price of $447.33, after the company exceeded EPS expectations but missed revenue targets in its latest quarter.
Murphy USA Inc. (NYSE:MUSA) Receives Consensus Recommendation of "Hold" from Analysts
Murphy USA Inc. (NYSE:MUSA) has received a consensus "Hold" recommendation from ten brokerages, with an average 12-month target price of $447.33, which is below its current trading price of $505.75. The company recently reported quarterly earnings per share of $7.53, beating estimates, but revenue of $4.74 billion missed expectations. Despite some insider selling, institutional investors own a significant portion of the stock.
MUSA Should I Buy
This article analyzes whether Murphy USA Inc (MUSA) is a good investment for a beginner long-term investor, concluding with a "Buy" recommendation. It highlights strong technical indicators, increased hedge fund positions, strategic growth plans through store expansion, and shareholder returns. Despite mixed analyst ratings and near-term earnings pressures, the overall outlook for MUSA is positive.
Christopher Click (NYSE: MUSA) files Form 144; sold 417 shares
Christopher Click, an insider at Murphy USA Inc. (NYSE: MUSA), has filed a Form 144 revealing both proposed and actual share sales. The filing indicates proposed sales of 391 shares (dated 02/09/2025) and 805 shares (dated 02/12/2025) related to Restricted Stock Vesting. Additionally, Click sold 417 shares on March 4, 2026, for $169,191.50 through Fidelity Brokerage Services LLC.
Vanguard realigns holdings; MUSA (NYSE: MUSA) shows 0% stake after reorganization
Vanguard has reported a 0% beneficial ownership stake in Murphy USA (MUSA) following an internal realignment. This change is due to certain Vanguard subsidiaries or business divisions now reporting their beneficial ownership separately, in accordance with SEC Release No. 34-39538. The filing explicitly states that The Vanguard Group no longer retains voting or dispositive power over these shares, and future disclosures of MUSA holdings will come from its disaggregated subsidiaries.
Form DEF 14A Murphy USA Inc. For: May 07
Murphy USA Inc. has filed Form DEF 14A for its Annual Meeting of Stockholders on May 7, 2026. The proxy statement details the election of four Class I directors, the ratification of KPMG LLP as the independent registered public accounting firm, and advisory approval of executive compensation. It also includes proposals to amend the Certificate of Incorporation to phase-out classified board terms and enable stockholders' right to call special meetings, alongside a stockholder proposal on the same topic.
Murphy USA Inc (MUSA) Stock Price Up 3.58% on Mar 26
Murphy USA Inc (MUSA) stock saw a 3.58% increase in mid-day trading on March 26, reaching an intraday high of $498.59 before closing at $494.46. Despite this rise, analysts' average target price suggests a potential downside of 15.01% from the current price, with a consensus "Hold" rating from brokerage firms. GuruFocus' GF Value also indicates a 12.1% downside from the current price, implying the stock is trading above its estimated fair value.
JP Morgan Initiates Coverage on Murphy USA (MUSA) with Overweight
JP Morgan has initiated coverage on Murphy USA (MUSA) with an Overweight rating, setting a price target of $539.00 USD. This marks a significant development for the company, as other firms like Wells Fargo and Stephens & Co. have recently adjusted their ratings and price targets for MUSA. Murphy USA operates a network of retail stores primarily located near Walmart Supercenters, and the average target price from Wall Street analysts is currently $420.21, suggesting a potential downside from its current price.
[ARS] Murphy USA Inc. SEC Filing
This article details an ARS SEC filing by Murphy USA Inc. (MUSA). The filing was accepted on March 26, 2026, and is available as a PDF document. StockTitan provides an overview of MUSA's market data, recent news, and other SEC filings.
Murphy USA (MUSA) pairs governance changes with $2B buyback and rising dividend
Murphy USA is presenting several proposals for its May 7, 2026 annual meeting, including governance changes to declassify its board and enable stockholder special meeting rights. Alongside these changes, the company highlights a strong capital return program, having repurchased significant shares and authorized a new $2.0 billion buyback through 2030, in addition to committing to a 10% annual dividend pool growth. The proxy statement details executive compensation, noting strong alignment with performance through annual incentives and performance stock units, while emphasizing the company's commitment to shareholder returns and corporate governance best practices.
JPMorgan initiates Murphy USA stock coverage with overweight rating
JPMorgan has initiated coverage on Murphy USA Inc. (NYSE:MUSA) with an Overweight rating and a price target of $539.00, citing favorable industry conditions, particularly a shift towards low-cost fuel providers. This positive outlook is supported by recent strong earnings, despite a revenue miss, and a rebound in nicotine sales, especially with higher-margin smokeless products. However, other analysts show mixed sentiments, with KeyBanc raising its target to $500, while Stephens lowered its target to $450 due to a softer 2026 outlook, both maintaining an Overweight rating.
JPMorgan initiates Murphy USA stock coverage with overweight rating
JPMorgan initiated coverage on Murphy USA Inc. (NYSE:MUSA) with an Overweight rating and a price target of $539.00, noting favorable industry conditions and MUSA's focus on low-cost fuel and tobacco sales. Analyst Thomas Palmer highlighted that rising fuel prices could benefit low-cost operators like Murphy USA, boosting inside sales and potentially increasing 2026 EBITDA. Despite mixed analyst sentiments following Q4 2025 earnings where EPS beat expectations but revenue missed, the company's nicotine sales have returned to growth, driven by higher-margin smokeless products.
Viking Fund Management LLC Makes New $2.42 Million Investment in Murphy USA Inc. $MUSA
Viking Fund Management LLC has made a new investment of $2.42 million in Murphy USA Inc. by purchasing 6,000 shares in the fourth quarter. This move is part of a trend where several institutional investors, including Barclays PLC, Norges Bank, and Neuberger Berman Group LLC, have significantly increased or initiated stakes in the specialty retailer, with institutional investors now owning 80.81% of the company. Murphy USA reported strong fourth-quarter earnings, beating EPS estimates, and analysts currently rate the stock as "Hold" with an average target price of $429.
2026 Category Excellence in New Product Launch: Murphy USA Inc., R.J. Reynolds Tobacco Co. & Core-Mark International
The article highlights the successful launch of VELO Plus in Murphy USA stores, a collaborative effort between Murphy USA Inc., R.J. Reynolds Tobacco Co., and Core-Mark International. This coordinated strategy ensured high awareness and trial, leading VELO Plus to become the top-selling nicotine pouch brand for Murphy USA. The strong initial performance, driven by being first to market and meticulous execution, has positioned the brand for continued growth.
SG Americas Securities LLC Purchases 125,185 Shares of Murphy USA Inc. $MUSA
SG Americas Securities LLC significantly increased its stake in Murphy USA Inc. by purchasing an additional 125,185 shares, bringing their total ownership to 132,450 shares, valued at approximately $53.45 million. This comes despite company insiders being net sellers of shares during the same period. Murphy USA recently surpassed EPS estimates and announced a quarterly dividend, maintaining a "Hold" consensus rating among analysts.
Murphy USA Inc. $MUSA Shares Sold by Millennium Management LLC
Millennium Management LLC reduced its stake in Murphy USA Inc. (NYSE:MUSA) by 13.0% in the third quarter, selling over 109,000 shares. Despite this, Murphy USA recently surpassed EPS estimates in its latest earnings report and pays a quarterly dividend. The company's stock shows mixed signals, with insiders being net sellers and analysts holding a "Hold" average rating.
London Co. of Virginia Decreases Position in Murphy USA Inc. $MUSA
London Co. of Virginia recently reduced its stake in Murphy USA Inc. (NYSE:MUSA) by 2.7% in the third quarter, selling 5,580 shares and now owning 199,234 shares valued at $77.36 million. This comes amidst other institutional investors modifying their positions and recent insider selling activity, with several analysts also issuing updated ratings and price targets for the company. Murphy USA reported strong quarterly earnings, surpassing consensus estimates, and declared a quarterly dividend.
JCP Investment Management LLC Purchases Shares of 27,886 Murphy USA Inc. $MUSA
JCP Investment Management LLC significantly increased its stake in Murphy USA Inc. by acquiring 27,886 shares valued at approximately $10.83 million during the third quarter, making it their sixth-largest holding. The specialty retailer reported strong quarterly earnings of $7.53 EPS, surpassing analyst estimates, despite revenue slightly missing expectations. Murphy USA maintains a market capitalization of $8.45 billion, and institutional investors collectively own 80.81% of the company's stock.
ArrowMark Colorado Holdings LLC Sells 11,676 Shares of Murphy USA Inc. $MUSA
ArrowMark Colorado Holdings LLC significantly reduced its stake in Murphy USA Inc. (NYSE:MUSA) by selling 11,676 shares, bringing their total holdings to 7,187 shares valued at $2.79 million. While ArrowMark decreased its position, other institutional investors like River Road Asset Management and Barclays PLC increased their holdings, and Norges Bank opened a substantial new stake. Analysts currently hold a consensus "Hold" rating for Murphy USA, with a target price of $429.00, despite the company recently beating EPS estimates but missing revenue expectations.
Chilton Investment Co. Inc. Sells 2,785 Shares of Murphy USA Inc. $MUSA
Chilton Investment Co. Inc. reduced its stake in Murphy USA Inc. by 14.5% in the third quarter, selling 2,785 shares and now owning 16,475 shares valued at $6.397 million. This comes after company insiders sold 14,970 shares worth $6.21 million, though institutional investors still hold 80.81% of the stock. Analysts have a consensus "Hold" rating on MUSA, with an average target price of $429.00, while the stock currently trades near $456.67.
[144] Murphy USA Inc. SEC Filing
This SEC filing is a Form 144 for Murphy USA Inc. (MUSA), detailing a proposed sale of securities by an individual. The filing indicates the sale of 10,584 common shares acquired through restricted stock vesting on February 14, 2024, with an aggregate market value of $4,875,306.74, and is scheduled for March 13, 2026, on the NYSE. The document provides information about the filer, issuer, and the specific securities involved, emphasizing compliance with Rule 144 of the Securities Act of 1933.
Murphy USA’s then-top executive received $11.76 million in 2025
Murphy USA's former Chairman and CEO, Andrew Clyde, received $11.76 million in 2025, which is 60 times the median wage of a store employee. His compensation included a $1.37 million base salary and $6.4 million in stock awards. This information was disclosed in the company's annual proxy statement, also revealing compensation for other executives like Mindy West and Chris Click.
Murphy USA’s then-top executive received $11.76 million in 2025
In 2025, Andrew Clyde, the former Chairman and CEO of Murphy USA, earned $11.76 million, which is 60 times the median salary of a store employee. His compensation included a $1.37 million base salary and $6.4 million in stock awards. Clyde retired on December 31, 2025, and was succeeded by Mindy West, who earned $4.4 million in the same year.
Murphy USA (MUSA) proxy: CEO change, share buybacks and charter votes
Murphy USA is holding its 2026 Annual Meeting of Stockholders to vote on the election of four Class I directors, the ratification of KPMG LLP, advisory approval of executive compensation, and two amendments to the Certificate of Incorporation regarding board classification and stockholders' right to call special meetings. The filing also announces the retirement of CEO R. Andrew Clyde and the appointment of Mindy K. West as President & CEO, effective January 1, 2026, and details capital return actions including new share repurchase authorizations and increased annual dividends. The company further highlights its strong financial performance in 2025, with annual incentives earned at 77.4% of target and PSUs at 165.3% of target, underscoring its pay-for-performance philosophy.
Recurrent Investment Advisors LLC Purchases 98,952 Shares of Murphy USA Inc. $MUSA
Recurrent Investment Advisors LLC significantly increased its stake in Murphy USA Inc. (NYSE:MUSA) by 4,972.5% in the third quarter, purchasing an additional 98,952 shares to hold a total of 100,942 shares valued at $39.19 million. This makes Murphy USA its 19th largest position, representing about 3.0% of the fund's holdings. Other major institutional investors, including Barclays and Norges Bank, also boosted their positions, bringing institutional ownership to 80.81%.
Recurrent Investment Advisors Boosts Murphy USA Stake
Recurrent Investment Advisors LLC significantly increased its stake in Murphy USA Inc. (NYSE:MUSA) by nearly 5,000% during the third quarter of 2026, bringing its total to 100,942 shares. This substantial increase suggests the firm sees strong growth potential in Murphy USA, a leading operator of gas stations and convenience stores, signaling positive momentum for the company's future.
Capital World Investors Grows Position in Murphy USA Inc. $MUSA
Capital World Investors increased its stake in Murphy USA Inc. (MUSA) by 3.9% in the third quarter, now owning 188,664 shares. This move contributes to institutional investors holding approximately 80.81% of the company's stock. Despite mixed financial results with an EPS beat but revenue miss, analysts maintain a "Hold" rating for Murphy USA.
Murphy USA (MUSA) SVP logs spouse 401(k) sale of company shares
Murphy USA Senior Vice President of Merchandising, Woodward Scott G., reported an indirect sale of 136.644 company common shares held in his spouse's 401(k) plan. This transaction, classified as an open-market sale, occurred on March 5, 2026, at $422.44 per share, representing a reallocation from the company's stock fund into other investment alternatives. Following this sale, the indirect holdings in the spouse's 401(k) plan totaled 3,820.543 shares, with Woodward Scott G. also directly owning 476 shares.
Murphy USA SVP Innovation Sells Over $2 Million in Company Stock
Robert J. Chumley, SVP Innovation at Murphy USA, sold 5,038 shares of the company's common stock for over $2.1 million on March 5, 2026. This transaction leaves him with 6,008 directly owned shares of Murphy USA common stock. The sale was reported in an SEC Form 4 filing dated March 9, 2026.
