Geode Capital Management LLC Has $147.41 Million Stake in Murphy USA Inc. $MUSA

Posted by Geri Gentry on Jun 5th, 2026

Geode Capital Management LLC decreased its stake in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) by 20.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 365,214 shares of the specialty retailer’s stock after selling 92,500 shares during the period. Geode Capital Management LLC’s holdings in Murphy USA were worth $147,409,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. MassMutual Private Wealth & Trust FSB grew its position in shares of Murphy USA by 82.4% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock worth $25,000 after buying an additional 28 shares during the period. Ameriflex Group Inc. acquired a new stake in Murphy USA in the 3rd quarter valued at $26,000. AlphaQuest LLC grew its position in Murphy USA by 317.6% in the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 54 shares during the period. EverSource Wealth Advisors LLC grew its position in Murphy USA by 423.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 55 shares during the period. Finally, V Square Quantitative Management LLC acquired a new stake in Murphy USA in the 4th quarter valued at $29,000. Institutional investors and hedge funds own 80.81% of the company’s stock.

Murphy USA Price Performance

Shares of NYSE:MUSA opened at $538.94 on Friday. The company has a current ratio of 0.83, a quick ratio of 0.48 and a debt-to-equity ratio of 3.24. The stock’s fifty day simple moving average is $529.11 and its two-hundred day simple moving average is $453.10. Murphy USA Inc. has a 1-year low of $345.23 and a 1-year high of $609.82. The stock has a market cap of $9.95 billion, a PE ratio of 18.63, a price-to-earnings-growth ratio of 1.83 and a beta of 0.30.

Murphy USA (NYSE:MUSA – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share for the quarter, beating the consensus estimate of $5.37 by $1.91. Murphy USA had a return on equity of 91.05% and a net margin of 2.81%.The business had revenue of $4.82 billion for the quarter, compared to analysts’ expectations of $4.70 billion. During the same period last year, the business earned $2.63 EPS. The business’s revenue was up 6.5% on a year-over-year basis. As a group, analysts forecast that Murphy USA Inc. will post 31.48 EPS for the current fiscal year.

Murphy USA Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Monday, May 18th were paid a dividend of $0.64 per share. This is a boost from Murphy USA’s previous quarterly dividend of $0.63. The ex-dividend date was Monday, May 18th. This represents a $2.56 annualized dividend and a yield of 0.5%. Murphy USA’s dividend payout ratio (DPR) is 8.85%.

Insider Buying and Selling

In other Murphy USA news, SVP Renee M. Bacon sold 1,050 shares of the firm’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $529.44, for a total transaction of $555,912.00. Following the transaction, the senior vice president directly owned 3,083 shares in the company, valued at approximately $1,632,263.52. This trade represents a 25.41% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Scott G. Woodward sold 158 shares of the firm’s stock in a transaction 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 transaction, the senior vice president owned 476 shares in the company, valued at approximately $285,838. This trade represents a 24.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 43,225 shares of company stock valued at $25,721,642 in the last 90 days. Insiders own 9.02% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the stock. Zacks Research raised shares of Murphy USA from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 28th. JPMorgan Chase & Co. assumed coverage on shares of Murphy USA in a research report on Thursday, March 26th. They issued an “overweight” rating and a $539.00 price target for the company. Wells Fargo & Company lifted their price target on shares of Murphy USA from $450.00 to $520.00 and gave the company an “equal weight” rating in a research report on Friday, May 1st. Stephens reduced their price target on shares of Murphy USA from $475.00 to $450.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. Finally, Wall Street Zen downgraded shares of Murphy USA from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 30th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $503.71.

Check Out Our Latest Analysis on Murphy USA

Murphy USA Company 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.