MUSA Earnings
Wednesday, Apr 29 2026
EPS Estimate
$4.07
$1.96 – $5.93
Revenue Estimate
$4.5B
Current Price
$496.78
Our Position
bearishSVP Liquidates All Holdings Amid Year-Long Decline
structured data
est. revisions rising
(+24.3pp / 30d)
Full insider liquidation by a senior operator signals lost conviction in near-term performance despite solid earnings. When company insiders exit positions entirely, it typically reflects concerns about valuation or forward visibility — not just profit-taking. However, the EPS beat suggests operational execution remains intact, creating a tension between fundamentals and insider behavior.
Watch: Monitor Q1 2026 guidance and fuel margin trends. Insider selling at depressed valuations often precedes further weakness if industry headwinds persist, or represents a buying opportunity if management simply shifted strategy on holdings.
Data Signal Summary
2 bullish
1 bearish
Estimates up +32%
Insider buying cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-6.6%
P/E Ratio
20.5
Est. Revisions (30d)
+32.3% 1up/0dn
Analyst Target (mean)
$466 $350–$560 -6%
Options P/C Ratio
1.16
Est. Dispersion
98% 8 analysts
Insider Cluster
buy cluster
Fund Convergence
strong Renaissance, Citadel, Bridgewater, D.E. Shaw, Two Sigma
Recent Activity
insider trades
87 transactions
Sell
·
CHUMLEY ROBERT J (Officer)
·5,038 shares
·$2,115,960
Sell
·
PHILLIPS JEANNE LINDER (Director)
·1,155 shares
·$456,444
Sell
·
BACON RENEE M (Officer)
·2,844 shares
·$1,105,207
Other
·
LANDEN DIANE N. (Director)
·349 shares
Other
·
PHILLIPS JEANNE LINDER (Director)
·349 shares
82 more
Sell
·
BACON RENEE M
·1,219 shr
·$470,644
Other
·
TURNER ROSEMARY
·349 shr
Other
·
HALEY DAVID C.
·244 shr
Other
·
KEYES JAMES W
·349 shr
Other
·
MURPHY ROBERT MADISON
·349 shr
Other
·
GOEBEL DAVID L
·349 shr
Other
·
SMITH DONALD R JR
·1,005 shr
Other
·
CHUMLEY ROBERT J
·1,843 shr
Other
·
BACON RENEE M
·2,011 shr
Other
·
CLICK CHRISTOPHER A
·1,843 shr
Other
·
WEST MALYNDA K
·4,191 shr
Sell
·
BACON RENEE M
·353 shr
·$131,807
Other
·
MURPHY ROBERT MADISON
·5,809 shr
Other
·
SMITH DONALD R JR
·305 shr
Other
·
CHUMLEY ROBERT J
·558 shr
Other
·
BACON RENEE M
·609 shr
Other
·
CLICK CHRISTOPHER A
·558 shr
Other
·
WEST MALYNDA K
·1,269 shr
Sell
·
WEST MALYNDA K
·3,967 shr
·$1,785,150
Exercise
·
WEST MALYNDA K
·9,200 shr
·$981,824
Sell
·
WEST MALYNDA K
·4,051 shr
·$1,721,675
Exercise
·
WEST MALYNDA K
·8,000 shr
·$609,200
Other
·
DEMING CLAIBORNE P
·768 shr
Sell
·
CLYDE R ANDREW
·40,983 shr
·$15,628,047
Exercise
·
CLYDE R ANDREW
·22,300 shr
·$1,698,145
Sell
·
WEST MALYNDA K
·1,859 shr
·$717,986
Other
·
WEST MALYNDA K
·4,100 shr
Buy
·
MURPHY ROBERT MADISON
·5,000 shr
·$1,835,038
Buy
·
HALEY DAVID C.
·1,000 shr
·$435,580
Other
·
LANDEN DIANE N.
·10,000 shr
Sell
·
PHILLIPS JEANNE LINDER
·797 shr
·$360,487
Exercise
·
CHUMLEY ROBERT J
·3,450 shr
·$695,026
Sell
·
BACON RENEE M
·2,000 shr
·$939,160
Other
·
CLYDE R ANDREW
·75,422 shr
Other
·
LANDEN DIANE N.
·445 shr
Other
·
KEYES JAMES W
·445 shr
Other
·
MURPHY ROBERT MADISON
·445 shr
Other
·
GOEBEL DAVID L
·445 shr
Other
·
MILLER DAVID B
·445 shr
Sell
·
TURNER ROSEMARY
·797 shr
·$395,388
Other
·
SMITH DONALD R JR
·1,418 shr
Other
·
CHUMLEY ROBERT J
·3,042 shr
Other
·
BACON RENEE M
·2,838 shr
Other
·
CLICK CHRISTOPHER A
·2,838 shr
Other
·
SEGAL BLAKE
·2,838 shr
Other
·
WEST MALYNDA K
·6,286 shr
Other
·
CLYDE R ANDREW
·29,608 shr
Other
·
LANDEN DIANE N.
·797 shr
Other
·
PHILLIPS JEANNE LINDER
·797 shr
Other
·
TURNER ROSEMARY
·797 shr
Other
·
KEYES JAMES W
·797 shr
Other
·
DEMING CLAIBORNE P
·797 shr
Other
·
MURPHY ROBERT MADISON
·797 shr
Other
·
GOEBEL DAVID L
·797 shr
Other
·
MILLER DAVID B
·797 shr
Other
·
TAYLOR JACK T
·797 shr
Other
·
SMITH DONALD R JR
·355 shr
Other
·
CHUMLEY ROBERT J
·761 shr
Other
·
BACON RENEE M
·710 shr
Other
·
CLICK CHRISTOPHER A
·710 shr
Other
·
SEGAL BLAKE
·710 shr
Other
·
WEST MALYNDA K
·1,572 shr
Other
·
CLYDE R ANDREW
·7,403 shr
Other
·
DEMING CLAIBORNE P
·520 shr
Sell
·
CHUMLEY ROBERT J
·1,878 shr
·$988,767
Other
·
CHUMLEY ROBERT J
·4,400 shr
Sell
·
BACON RENEE M
·3,545 shr
·$1,843,046
Other
·
BACON RENEE M
·8,100 shr
Sell
·
CLICK CHRISTOPHER A
·430 shr
·$221,084
Other
·
CLICK CHRISTOPHER A
·1,200 shr
Other
·
SEGAL BLAKE
·254 shr
Sell
·
KEYES JAMES W
·2,000 shr
·$1,023,080
Sell
·
MURPHY ROBERT MADISON
·13,454 shr
·$6,920,469
Sell
·
MURPHY ROBERT MADISON
·16,755 shr
·$8,621,118
Award
·
DEMING CLAIBORNE P
·63 shr
·$30,000
Award
·
MILLER DAVID B
·53 shr
·$25,000
Award
·
TAYLOR JACK T
·66 shr
·$31,250
Sell
·
SMITH DONALD R JR
·854 shr
·$374,692
Exercise
·
SMITH DONALD R JR
·2,000 shr
·$213,440
Sell
·
CLYDE R ANDREW
·10,392 shr
·$4,575,805
Other
·
HOLLIGER FREDRIC L
·942 shr
Sell
·
TURNER ROSEMARY
·205 shr
·$82,000
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