Murphy USA Falls 4.2% as Sector Weakness Appears to Outweigh Recent Positive Updates

Murphy USA (MUSA) is down 4.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is that investors are taking profits and marking down the stock in a weaker convenience-store trading session rather than reacting to a fresh company-specific negative announcement. This could be because Murphy USA’s recent earnings, dividend increase, and growth initiatives were already known, leaving the shares vulnerable to a sentiment-driven pullback. ([ir.corporate.murphyusa.com](https://ir.corporate.murphyusa.com/investor-relations/news-releases/press-release-details/2026/Murphy-USA-Inc–Reports-Second-Quarter-2026-Results/default.aspx))

Details:

Sources:

SEC, Murphy USA Investor Relations, Market data ([ir.corporate.murphyusa.com](https://ir.corporate.murphyusa.com/investor-relations/news-releases/press-release-details/2026/Murphy-USA-Inc–Reports-Second-Quarter-2026-Results/default.aspx))

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$MUSA Insider Trading Activity

$MUSA insiders have traded $MUSA stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.

Here’s a breakdown of recent trading of $MUSA stock by insiders over the last 6 months:

• ROBERT MADISON MURPHY has made 0 purchases and 2 sales selling 41,500 shares for an estimated $24,773,950.
• ROBERT J CHUMLEY (SVP Innovation) sold 5,038 shares for an estimated $2,115,960
• DIANE N LANDEN sold 3,000 shares for an estimated $1,641,750
• JAMES W KEYES sold 2,339 shares for an estimated $1,195,229
• KEITH A. EMERY (SVP, Chief Fuels Officer) has made 0 purchases and 2 sales selling 1,416 shares for an estimated $640,905.
• RENEE M BACON (SVP, Chief Retail Officer) sold 1,050 shares for an estimated $555,912
• ROSEMARY TURNER sold 966 shares for an estimated $552,436
• SCOTT G. WOODWARD (SVP, Chief Merchandising Off.) has made 0 purchases and 2 sales selling 294 shares for an estimated $152,602.

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$MUSA Hedge Fund Activity

We have seen 308 institutional investors add shares of $MUSA stock to their portfolio, and 286 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• FMR LLC removed 758,130 shares (-51.7%) from their portfolio in Q2 2026, for an estimated $408,533,513
• RIVER ROAD ASSET MANAGEMENT, LLC removed 289,345 shares (-73.1%) from their portfolio in Q2 2026, for an estimated $155,919,340
• BARCLAYS PLC removed 269,546 shares (-50.6%) from their portfolio in Q2 2026, for an estimated $145,250,253
• D. E. SHAW & CO., INC. removed 250,478 shares (-98.2%) from their portfolio in Q2 2026, for an estimated $134,975,079
• JANE STREET GROUP, LLC added 164,859 shares (+14589.3%) to their portfolio in Q2 2026, for an estimated $88,837,569
• SQUAREPOINT OPS LLC added 161,748 shares (+632.0%) to their portfolio in Q2 2026, for an estimated $87,161,144
• NORGES BANK added 149,504 shares (+118.9%) to their portfolio in Q2 2026, for an estimated $80,563,220

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$MUSA Price Targets

Multiple analysts have issued price targets for $MUSA recently. We have seen 8 analysts offer price targets for $MUSA in the last 6 months, with a median target of $550.0.

Here are some recent targets:

• Bonnie Herzog from Goldman Sachs set a target price of $550.0 on 07/06/2026
• Corey Tarlowe from Jefferies set a target price of $625.0 on 07/01/2026
• Bradley B. Thomas from Keybanc set a target price of $680.0 on 06/12/2026
• Edward Kelly from Wells Fargo set a target price of $520.0 on 05/01/2026
• Irene Nattel from RBC Capital set a target price of $517.0 on 04/30/2026
• An analyst from B of A Securities set a target price of $550.0 on 04/23/2026
• Thomas Palmer from JP Morgan set a target price of $539.0 on 03/26/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.