Murphy USA Inc. $MUSA Shares Bought by HighTower Advisors LLC

Posted by Francis Steltz on May 21st, 2026

HighTower Advisors LLC grew its stake in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 146,878 shares of the specialty retailer’s stock after purchasing an additional 2,137 shares during the quarter. HighTower Advisors LLC’s holdings in Murphy USA were worth $59,268,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MUSA. Allianz Asset Management GmbH increased its holdings in shares of Murphy USA by 20.2% in the 3rd quarter. Allianz Asset Management GmbH now owns 138,998 shares of the specialty retailer’s stock valued at $53,967,000 after acquiring an additional 23,349 shares during the period. Envestnet Asset Management Inc. increased its holdings in shares of Murphy USA by 3.5% in the 3rd quarter. Envestnet Asset Management Inc. now owns 132,705 shares of the specialty retailer’s stock valued at $51,524,000 after acquiring an additional 4,468 shares during the period. Whittier Trust Co. increased its holdings in shares of Murphy USA by 60.1% in the 3rd quarter. Whittier Trust Co. now owns 13,667 shares of the specialty retailer’s stock valued at $5,405,000 after acquiring an additional 5,128 shares during the period. VELA Investment Management LLC increased its holdings in shares of Murphy USA by 200.8% in the 3rd quarter. VELA Investment Management LLC now owns 6,714 shares of the specialty retailer’s stock valued at $2,607,000 after acquiring an additional 4,482 shares during the period. Finally, American Century Companies Inc. increased its holdings in shares of Murphy USA by 6.0% in the 3rd quarter. American Century Companies Inc. now owns 63,638 shares of the specialty retailer’s stock valued at $24,708,000 after acquiring an additional 3,614 shares during the period. Institutional investors and hedge funds own 80.81% of the company’s stock.

Wall Street Analyst Weigh In

MUSA has been the topic of a number of recent research reports. Royal Bank Of Canada lifted their target price on shares of Murphy USA from $510.00 to $517.00 and gave the company a “sector perform” rating in a report on Thursday, April 30th. Bank of America raised shares of Murphy USA from an “underperform” rating to a “neutral” rating and lifted their target price for the company from $350.00 to $550.00 in a report on Thursday, April 23rd. Wells Fargo & Company lifted their target price on shares of Murphy USA from $450.00 to $520.00 and gave the company an “equal weight” rating in a report on Friday, May 1st. KeyCorp lifted their target price on shares of Murphy USA from $560.00 to $600.00 and gave the company an “overweight” rating in a report on Friday, April 24th. Finally, JPMorgan Chase & Co. began coverage on shares of Murphy USA in a report on Thursday, March 26th. They issued an “overweight” rating and a $539.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Murphy USA currently has an average rating of “Moderate Buy” and a consensus price target of $503.71.

Check Out Our Latest Research Report on Murphy USA

Insider Activity at Murphy USA

In other Murphy USA news, Director Robert Madison Murphy sold 41,500 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $596.96, for a total transaction of $24,773,840.00. Following the sale, the director directly owned 342,212 shares in the company, valued at approximately $204,286,875.52. The trade was a 10.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Keith A. Emery sold 517 shares of the business’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $574.49, for a total transaction of $297,011.33. Following the sale, the senior vice president owned 500 shares in the company, valued at $287,245. The trade was a 50.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 47,210 shares of company stock worth $27,129,150. 9.02% of the stock is currently owned by insiders.

Murphy USA Stock Performance

NYSE:MUSA opened at $556.12 on Thursday. The firm has a market cap of $10.27 billion, a price-to-earnings ratio of 19.22, a price-to-earnings-growth ratio of 1.90 and a beta of 0.36. Murphy USA Inc. has a 1-year low of $345.23 and a 1-year high of $609.82. The firm’s fifty day moving average price is $513.64 and its 200 day moving average price is $440.05. The company has a debt-to-equity ratio of 3.24, a current ratio of 0.83 and a quick ratio of 0.48.

Murphy USA (NYSE:MUSA – Get Free Report) last issued its earnings results on Wednesday, April 29th. The specialty retailer reported $7.28 EPS for the quarter, topping the consensus estimate of $5.37 by $1.91. The company had revenue of $4.82 billion for the quarter, compared to analyst estimates of $4.70 billion. Murphy USA had a net margin of 2.81% and a return on equity of 91.05%. The business’s revenue was up 6.5% on a year-over-year basis. During the same period in the previous year, the firm earned $2.63 EPS. On average, sell-side analysts expect that Murphy USA Inc. will post 31.8 EPS for the current year.

Murphy USA Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Monday, May 18th will be given a dividend of $0.64 per share. This represents a $2.56 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Monday, May 18th. This is an increase from Murphy USA’s previous quarterly dividend of $0.63. Murphy USA’s payout ratio is presently 8.85%.

Murphy USA Profile

(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.

The company’s primary operations center on two retail formats.