MUSA Murphy USA Inc.

bearish track record → $496.78 +5.65 (+1.1%)
Get emailed when MUSA changes direction
Mkt Cap $9B P/E 20.5 fwd 18.4 52wk $345.23 - $530.88 Earnings 2026-04-29 44d ago
Insider selling: $50,478,016 sold by 18 insiders (30d)
Est. revisions: +32.3% (1 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +3.6)

Factor Model

net +3.6 6.4 / 10
Est. Revisions
+1.0
Insider Activity
+0.5
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.5

SVP Liquidates All Holdings Amid Year-Long Decline

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.

Murphy USA's Senior Vice President of Fuels completely liquidated his direct shareholdings on Feb. 26, selling 899 shares for $344,000 at $382.53 per share. The insider exit comes as the stock has fallen 15.48% over the past 12 months and declined roughly 20% in 2025 — the company's first annual drop since 2018. Offsetting this bearish signal, Murphy USA beat Q4 2025 earnings with EPS of $7.53 versus a $6.96 consensus estimate.

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.

Evidence

7d ago Insider buy by HALEY DAVID C. (MUSA): $435,580
7d ago Insider buy by MURPHY ROBERT MADISON (MUSA): $1,835,038
7d ago Insider sell by CLYDE R ANDREW (MUSA): $15,628,047
46d ago Murphy USA SVP Sells $344k Worth of Shares yahoo-finance
50d ago Murphy USA SVP Sells $344k Worth of Shares yahoo-finance
Fundamentals & Data ▾
Murphy USA Inc. Consumer Cyclical · Specialty Retail
Mkt Cap
$9B
P/E
20.5 fwd 18.4
Beta
0.23
Div Yield
51.00%
52w Range
$345.23 - $530.88
Short Interest
1.2M 6.9%
Days to Cover
3.2 -9%
Technicals downtrend
from 52w Hi
-5.5%
1w return
+0.3%
Insiders
selling 2B / 3S
EPS Estimate
$4.07 +32.3% 30d 1up / 0dn
Est. Dispersion
98% 8 analysts
Analyst Target
$466 $350 - $560
Options P/C
1.16
Insider Cluster
buy cluster 2B / 10S
Fund Convergence
strong Renaissance, Citadel, Bridgewater, D.E. Shaw, Two Sigma
Financials
Revenue
$4.7B +1% YoY
FCF
$129M
Gross Margin
13%
Op Margin
5%
Momentum: decelerating
Top Holders
Renaissance $109M
Citadel $24M
Bridgewater $4M
D.E. Shaw $4M
Two Sigma
Recent Filings & Data
insider trade 87
net selling · $50,478,016 sold · $2,270,618 bought
18 insiders · 87 transactions (30d)
Recent transactions
CHUMLEY ROBERT J · sell · $2,115,960
PHILLIPS JEANNE LINDER · sell · $456,444
BACON RENEE M · sell · $1,105,207
LANDEN DIANE N. · other
PHILLIPS JEANNE LINDER · other
BACON RENEE M · sell · $470,644
TURNER ROSEMARY · other
HALEY DAVID C. · other
KEYES JAMES W · other
MURPHY ROBERT MADISON · other
GOEBEL DAVID L · other
SMITH DONALD R JR · other
CHUMLEY ROBERT J · other
BACON RENEE M · other
CLICK CHRISTOPHER A · other
WEST MALYNDA K · other
BACON RENEE M · sell · $131,807
MURPHY ROBERT MADISON · other
SMITH DONALD R JR · other
CHUMLEY ROBERT J · other
BACON RENEE M · other
CLICK CHRISTOPHER A · other
WEST MALYNDA K · other
WEST MALYNDA K · sell · $1,785,150
WEST MALYNDA K · exercise · $981,824
WEST MALYNDA K · sell · $1,721,675
WEST MALYNDA K · exercise · $609,200
DEMING CLAIBORNE P · other
CLYDE R ANDREW · sell · $15,628,047
CLYDE R ANDREW · exercise · $1,698,145
WEST MALYNDA K · sell · $717,986
WEST MALYNDA K · other
MURPHY ROBERT MADISON · buy · $1,835,038
HALEY DAVID C. · buy · $435,580
LANDEN DIANE N. · other
PHILLIPS JEANNE LINDER · sell · $360,487
CHUMLEY ROBERT J · exercise · $695,026
BACON RENEE M · sell · $939,160
CLYDE R ANDREW · other
LANDEN DIANE N. · other
KEYES JAMES W · other
MURPHY ROBERT MADISON · other
GOEBEL DAVID L · other
MILLER DAVID B · other
TURNER ROSEMARY · sell · $395,388
SMITH DONALD R JR · other
CHUMLEY ROBERT J · other
BACON RENEE M · other
CLICK CHRISTOPHER A · other
SEGAL BLAKE · other
WEST MALYNDA K · other
CLYDE R ANDREW · other
LANDEN DIANE N. · other
PHILLIPS JEANNE LINDER · other
TURNER ROSEMARY · other
KEYES JAMES W · other
DEMING CLAIBORNE P · other
MURPHY ROBERT MADISON · other
GOEBEL DAVID L · other
MILLER DAVID B · other
TAYLOR JACK T · other
SMITH DONALD R JR · other
CHUMLEY ROBERT J · other
BACON RENEE M · other
CLICK CHRISTOPHER A · other
SEGAL BLAKE · other
WEST MALYNDA K · other
CLYDE R ANDREW · other
DEMING CLAIBORNE P · other
CHUMLEY ROBERT J · sell · $988,767
CHUMLEY ROBERT J · other
BACON RENEE M · sell · $1,843,046
BACON RENEE M · other
CLICK CHRISTOPHER A · sell · $221,084
CLICK CHRISTOPHER A · other
SEGAL BLAKE · other
KEYES JAMES W · sell · $1,023,080
MURPHY ROBERT MADISON · sell · $6,920,469
MURPHY ROBERT MADISON · sell · $8,621,118
DEMING CLAIBORNE P · award · $30,000
MILLER DAVID B · award · $25,000
TAYLOR JACK T · award · $31,250
SMITH DONALD R JR · sell · $374,692
SMITH DONALD R JR · exercise · $213,440
CLYDE R ANDREW · sell · $4,575,805
HOLLIGER FREDRIC L · other
TURNER ROSEMARY · sell · $82,000
5 signals · latest 7d ago

Get alerted when MUSA changes direction

We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.

All stocks → Our calls → How it works →