Murphy USA (NYSE:MUSA) Shares Down 9.3% – Here’s What Happened

06 Aug 2026, 15:41 by Kim Johansen · The Markets Daily

Murphy USA Inc. (NYSE:MUSA – Get Free Report) shares were down 9.3% on Thursday . The company traded as low as $515.01 and last traded at $527.0750. 42,170 shares changed hands during mid-day trading, a decline of 87% from the average daily volume of 332,518 shares. The stock had previously closed at $580.94.

Wall Street Analysts Forecast Growth

MUSA has been the topic of a number of research analyst reports. The Goldman Sachs Group upgraded shares of Murphy USA from a “sell” rating to a “neutral” rating and raised their price objective for the stock from $380.00 to $550.00 in a report on Monday, July 6th. Wall Street Zen raised shares of Murphy USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 27th. Jefferies Financial Group upgraded Murphy USA from a “hold” rating to a “buy” rating and increased their target price for the stock from $550.00 to $625.00 in a report on Wednesday, July 1st. Bank of America lifted their price target on Murphy USA from $600.00 to $625.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. Finally, Weiss Ratings raised Murphy USA from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 30th. Six investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $596.44.

View Our Latest Research Report on Murphy USA

Murphy USA Stock Down 10.4%

The firm’s 50 day simple moving average is $575.43 and its 200-day simple moving average is $508.97. The company has a current ratio of 0.83, a quick ratio of 0.48 and a debt-to-equity ratio of 3.24. The stock has a market capitalization of $9.61 billion, a price-to-earnings ratio of 17.95, a price-to-earnings-growth ratio of 1.90 and a beta of 0.28.

Murphy USA (NYSE:MUSA – Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The specialty retailer reported $11.27 EPS for the quarter, topping analysts’ consensus estimates of $9.95 by $1.32. The company had revenue of $6.81 billion during the quarter, compared to the consensus estimate of $6.03 billion. Murphy USA had a net margin of 2.81% and a return on equity of 91.05%. The company’s quarterly revenue was up 36.0% on a year-over-year basis. During the same period in the prior year, the business posted $7.36 EPS. Equities analysts expect that Murphy USA Inc. will post 32.58 earnings per share for the current fiscal year.

Insider Activity at Murphy USA

In other news, Director Diane N. Landen sold 3,000 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $547.25, for a total transaction of $1,641,750.00. Following the sale, the director owned 53,841 shares in the company, valued at $29,464,487.25. This represents a 5.28% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, SVP Keith A. Emery sold 517 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $574.49, for a total value of $297,011.33. Following the completion of the sale, the senior vice president directly owned 500 shares of the company’s stock, valued at approximately $287,245. The trade was a 50.84% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 4,567 shares of company stock valued at $2,494,673. Insiders own 9.02% of the company’s stock.

Hedge Funds Weigh In On Murphy USA

A number of institutional investors have recently added to or reduced their stakes in the company. Huntington National Bank grew its position in shares of Murphy USA by 106.7% in the 4th quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 32 shares during the period. EverSource Wealth Advisors LLC raised its holdings in shares of 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 period. V Square Quantitative Management LLC acquired a new stake in Murphy USA in the 4th quarter valued at about $29,000. WPG Advisers LLC lifted its stake in Murphy USA by 148.5% in the 4th quarter. WPG Advisers LLC now owns 82 shares of the specialty retailer’s stock valued at $33,000 after purchasing an additional 49 shares during the last quarter. Finally, Los Angeles Capital Management LLC bought a new position in Murphy USA during the fourth quarter worth about $33,000. 80.81% of the stock is currently owned by institutional investors and hedge funds.

About Murphy USA

(Get Free Report)

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.