Murphy USA Inc. $MUSA Shares Sold by Thrivent Financial for Lutherans

Posted by on May 24th, 2026

Thrivent Financial for Lutherans lessened its stake in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) by 76.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 7,902 shares of the specialty retailer’s stock after selling 25,771 shares during the period. Thrivent Financial for Lutherans’ holdings in Murphy USA were worth $3,189,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in MUSA. MassMutual Private Wealth & Trust FSB increased its stake in shares of Murphy USA by 82.4% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 28 shares during the period. Ameriflex Group Inc. acquired a new position in shares of Murphy USA during the third quarter valued at approximately $26,000. AlphaQuest LLC increased its stake in shares of Murphy USA by 317.6% during the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 54 shares during the period. EverSource Wealth Advisors LLC increased its stake in shares of Murphy USA by 423.1% during the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 55 shares during the period. Finally, V Square Quantitative Management LLC acquired a new position in shares of Murphy USA during the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds own 80.81% of the company’s stock.

Murphy USA News Summary

Here are the key news stories impacting Murphy USA this week:

  • Positive Sentiment: Murphy USA was included in Zacks momentum screens and “stocks trading near 52-week high” lists, suggesting strong price action and continued bullish sentiment from momentum investors. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside
  • Positive Sentiment: Zacks added MUSA to its Rank #1 (Strong Buy) list, which can improve investor confidence and support buying pressure. New Strong Buy Stocks for May 21st
  • Positive Sentiment: Zacks Research raised several forward earnings estimates for Murphy USA, including Q2 2026, Q2 2027 and Q3 2027 EPS, reinforcing a constructive longer-term earnings outlook despite a few mixed revisions.
  • Neutral Sentiment: One Zacks note trimmed Q1 2027 EPS estimates slightly and another lowered Q4 2027 estimates, but the firm kept a Strong-Buy rating, so the overall tone remained favorable.
  • Neutral Sentiment: A Yahoo Finance valuation check focused on Murphy USA’s strong buy rating, dividend update and capital return plans, but the headline itself did not indicate a major new catalyst. Murphy USA (MUSA) Valuation Check After Strong Buy Rating Dividend Update And Capital Return Plans

Insider Transactions at Murphy USA

In related news, SVP Scott G. Woodward sold 158 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $600.50, for a total value of $94,879.00. Following the completion of the transaction, the senior vice president owned 476 shares of the company’s stock, valued at approximately $285,838. This trade represents a 24.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Jeanne Linder Phillips sold 1,155 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $395.19, for a total transaction of $456,444.45. Following the completion of the transaction, the director directly owned 1,543 shares of the company’s stock, valued at $609,778.17. This represents a 42.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 47,210 shares of company stock worth $27,129,150. 9.02% of the stock is currently owned by insiders.

Murphy USA Trading Down 0.0%

Murphy USA stock opened at $544.32 on Friday. The company has a debt-to-equity ratio of 3.24, a quick ratio of 0.48 and a current ratio of 0.83. The firm has a market cap of $10.05 billion, a price-to-earnings ratio of 18.82, a price-to-earnings-growth ratio of 1.83 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 50 day moving average price is $517.81 and its two-hundred day moving average price is $442.08.

Murphy USA (NYSE:MUSA – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.37 by $1.91. Murphy USA had a net margin of 2.81% and a return on equity of 91.05%. The firm had revenue of $4.82 billion for the quarter, compared to analyst estimates of $4.70 billion. During the same quarter in the previous year, the business posted $2.63 earnings per share. The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. On average, research analysts predict that Murphy USA Inc. will post 31.48 EPS for the current fiscal year.

Murphy USA Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Monday, May 18th will be paid a $0.64 dividend. The ex-dividend date of this dividend is Monday, May 18th. This represents a $2.56 dividend on an annualized basis and a yield of 0.5%. This is a positive change from Murphy USA’s previous quarterly dividend of $0.63. Murphy USA’s dividend payout ratio (DPR) is 8.85%.

Analysts Set New Price Targets

MUSA has been the topic of a number of research analyst reports. KeyCorp raised their price objective on shares of Murphy USA from $560.00 to $600.00 and gave the company an “overweight” rating in a research note on Friday, April 24th. Wall Street Zen upgraded shares of Murphy USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 2nd. JPMorgan Chase & Co. initiated coverage on shares of Murphy USA in a research note on Thursday, March 26th. They set an “overweight” rating and a $539.00 price objective on the stock. Weiss Ratings upgraded shares of Murphy USA from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, May 18th. Finally, Wells Fargo & Company lifted their price target on shares of Murphy USA from $450.00 to $520.00 and gave the stock an “equal weight” rating in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $503.71.

Get Our Latest Stock Analysis on Murphy USA

About Murphy USA

(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.

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Institutional Ownership by Quarter for Murphy USA (NYSE:MUSA)

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