Market Cap
$9.3B
MUSA
Murphy USA Inc.
$512.79 ▲ +0.28%
Prev close $511.37Market cap$9.3B
12-mo target$617.80 (+20.5%)
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)31 New Institutional Positions19 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on MUSA right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$6.5B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $31.7M sell
Insider Net $
-$31.7M
SEC Reports
7
Price chart 30d -1.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Taylor Jack T was granted 63.182 shares
Director
Sep 30, 2026 Insider
Phillips Jeanne Linder was granted 51.031 shares
Director
Sep 30, 2026 Insider
DEMING CLAIBORNE P was granted 60.751 shares
Director
Sep 7, 2026 dark_pool
Dark Pool: MUSA — 0.3M shares, 24,904 trades
Week starting 2026-09-07. Total ATS volume: 341,748 shares across 24,904 trades.
Jun 30, 2026 Inst.
FMR LLC — TRIM
707,663 shares ($381.3M)
Jun 30, 2026 Inst.
May 27, 2026 SEC GEODE CAPITAL MANAGEMENT, LLC — ADD
480,805 shares ($259.1M)
Murphy Oil USA, Inc. issued $500,000,000 aggregate principal amount of 5.875% Senior Notes due 2034 in a private placeme
8-K — Impact 4/10
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
Analyst ratings buy % +1.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 23, 2025 | Keybanc | MAINTAIN | Overweight | 52% |
| Oct 15, 2025 | Wells Fargo | DOWNGRADE | Equal-Weight | 54% |
| Aug 1, 2025 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 25, 2025 | Keybanc | MAINTAIN | Overweight | 52% |
| May 9, 2025 | Raymond James | DOWNGRADE | Market Perform | 54% |
| May 9, 2025 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| May 9, 2025 | Keybanc | MAINTAIN | Overweight | 52% |
| Apr 11, 2025 | Keybanc | INITIATE | Overweight | 52% |
| Feb 7, 2025 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Feb 6, 2025 | RBC Capital | MAINTAIN | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 7 | 0 | 0 | 61% | |
| Aug 1, 2026 | 4 | 8 | 6 | 0 | 0 | 67% | |
| Jul 1, 2026 | 3 | 8 | 6 | 1 | 0 | 61% | |
| Jun 1, 2026 | 3 | 7 | 6 | 1 | 0 | 59% | |
| May 1, 2026 | 3 | 7 | 6 | 1 | 0 | 59% | |
| Apr 1, 2026 | 3 | 7 | 5 | 2 | 0 | 59% | |
| Mar 1, 2026 | 3 | 6 | 5 | 2 | 0 | 56% | |
| Feb 1, 2026 | 3 | 6 | 5 | 2 | 0 | 56% |
Price targets
Where 10 covering analysts think MUSA trades over the next 12 months.
$617.80 +20.5% upside Strong Buy
Current$512.80 Low$550.00 Median$622.00 High$680.00 10 analysts
$550.00$680.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 5 neutral · avg impact 4.1/10.
NEUTRAL8-K4/10
Murphy Oil USA, Inc. issued $500,000,000 aggregate principal amount of 5.875% Senior Notes due 2034
May 27, 2026
NEUTRAL8-K3/10
Murphy USA announced a private offering of $500 million in senior notes due 2034, with proceeds prim
May 12, 2026
NEUTRAL1442/10
Director Robert Madison Murphy filed a Form 144 to sell 26,000 shares of Murphy USA (MUSA) worth app
May 4, 2026
BULLISH8-K8/10
Murphy USA reported Q1 2026 diluted EPS of $7.28, crushing consensus of $4.79 by 52%, on revenue of
Apr 29, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: MUSA — 0.3M shares, 24,904 trades
Week starting 2026-09-07. Total ATS volume: 341,748 shares across 24,904 trades.
Aug 31, 2026
dark_pool
Dark Pool: MUSA — 0.5M shares, 32,684 trades
Week starting 2026-08-31. Total ATS volume: 491,734 shares across 32,684 trades.
Aug 24, 2026
dark_pool
Dark Pool: MUSA — 0.4M shares, 27,535 trades
Week starting 2026-08-24. Total ATS volume: 436,941 shares across 27,535 trades.
Aug 17, 2026
dark_pool
Dark Pool: MUSA — 0.3M shares, 27,825 trades
Week starting 2026-08-17. Total ATS volume: 325,105 shares across 27,825 trades.
Aug 10, 2026
dark_pool
Dark Pool: MUSA — 0.5M shares, 31,056 trades
Week starting 2026-08-10. Total ATS volume: 454,661 shares across 31,056 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $8.48 | $7.28–$9.25 | 25.5% | +0.0% | 4↑ 3↓ | $6.1B | 7 |
| Next Q | $7.83 | $6.71–$8.54 | -0.6% | +0.0% | 6↑ 1↓ | $5.6B | 7 |
| Current FY | $34.94 | $33.59–$36.58 | 39.8% | +0.0% | 3↑ 1↓ | $23.4B | 7 |
| Next FY | $30.68 | $28.41–$33.37 | -12.2% | +0.0% | 3↑ 2↓ | $21.7B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $8.483 | — |
| 7d ago | $8.483 | — |
| 30d ago | $8.483 | — |
| 60d ago | $8.347 | +0.136 |
| 90d ago | $8.001 | +0.482 |
Institutional ownership
Which big funds own MUSA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.5B total value (12,096,003 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 1,699,360 | $915.7M | 14.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 776,170 | $418.3M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 752,803 | $405.7M | 6.2% | — |
| FMR LLC | 707,663 | $381.3M | 5.9% | TRIM -51.7% |
| Boston Partners | 561,246 | $303.0M | 4.7% | — |
| STATE STREET CORP | 557,928 | $300.6M | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 480,805 | $259.1M | 4.0% | ADD +27.9% |
| HUNTINGTON NATIONAL BANK | 414,719 | $223.5M | 3.4% | — |
| RENAISSANCE TECHNOLOGIES LLC | 340,182 | $183.3M | 2.8% | ADD +46.7% |
| DIMENSIONAL FUND ADVISORS LP | 302,862 | $163.2M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 1,465,793 | 707,663 | -51.7% | $381.3M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 376,017 | 480,805 | +27.9% | $259.1M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 231,862 | 340,182 | +46.7% | $183.3M |
| NORGES BANK | NEW | — | 275,214 | — | $148.3M |
| ALLIANCEBERNSTEIN L.P. | ADD | 184,163 | 292,024 | +58.6% | $144.3M |
| BARCLAYS PLC | TRIM | 532,433 | 262,887 | -50.6% | $141.7M |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 131,589 | 212,229 | +61.3% | $114.4M |
| Squarepoint Ops LLC | DOUBLED | 25,594 | 187,342 | +632.0% | $101.0M |
| JANE STREET GROUP, LLC | DOUBLED | 1,130 | 165,989 | +14589.3% | $89.4M |
| Qube Research & Technologies Ltd | NEW | — | 131,308 | — | $70.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$31.7M — $0.00 bought, $31.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Taylor Jack T | Director | AWARD | 63.182 | — | — |
| Sep 30, 2026 | Phillips Jeanne Linder | Director | AWARD | 51.031 | — | — |
| Sep 30, 2026 | DEMING CLAIBORNE P | Director | AWARD | 60.751 | — | — |
| Sep 30, 2026 | MILLER DAVID B | Director | AWARD | 51.031 | — | — |
| Sep 3, 2026 | Bartko Eric J. | SVP & Chief Customer Officer | SELL | 100 | $523.60 | $52.4K |
| Aug 20, 2026 | Turner Rosemary | Director | SELL | 966 | $571.88 | $552.4K |
| Aug 17, 2026 | Turner Rosemary | Director | EXERCISE | 449 | — | — |
| Aug 17, 2026 | Turner Rosemary | Director | EXERCISE | 449.368 | — | — |
| Aug 17, 2026 | Turner Rosemary | Director | EXERCISE | 617 | — | — |
| Aug 17, 2026 | Turner Rosemary | Director | EXERCISE | 617.442 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MUSA.
Shares short
835,929
Settlement Sep 15, 2026
Change vs prior
+5.6%
Semi-monthly cycle
Days to cover
3.0
At avg daily volume
Of shares outstanding
≈4.5%
Estimate — not % of float
All MUSA filing & press-release reports (7)
- 8-K reportMay 27, 2026
- 8-K reportMay 12, 2026
- 144 reportMay 4, 2026
- 8-K reportApr 29, 2026
- CLUSTER reportMar 9, 2026
- CLUSTER reportMar 9, 2026
- CLUSTER reportFeb 27, 2026