Livforsakringsbolaget Skandia Omsesidigt bought a new stake in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 2,100 shares of the specialty retailer’s stock, valued at approximately $1,132,000.
A number of other institutional investors and hedge funds also recently made changes to their positions in MUSA. Huntington National Bank raised its stake in shares of Murphy USA by 106.7% in the 4th quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 32 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in Murphy USA by 423.1% during the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 55 shares during the period. Los Angeles Capital Management LLC bought a new stake in Murphy USA during the fourth quarter worth approximately $33,000. Root Financial Partners LLC boosted its position in Murphy USA by 82.5% during the first quarter. Root Financial Partners LLC now owns 73 shares of the specialty retailer’s stock worth $36,000 after purchasing an additional 33 shares during the period. Finally, Keating Financial Advisory Services Inc. acquired a new position in Murphy USA during the second quarter valued at approximately $37,000. Institutional investors and hedge funds own 80.81% of the company’s stock.
Insider Buying and Selling at Murphy USA
In other news, Director Rosemary Turner sold 966 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $571.88, for a total value of $552,436.08. Following the sale, the director owned 449 shares of the company’s stock, valued at approximately $256,774.12. This represents a 68.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Diane N. Landen sold 3,000 shares of the stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $547.25, for a total transaction of $1,641,750.00. Following the sale, the director owned 53,841 shares of the company’s stock, valued at $29,464,487.25. This trade represents a 5.28% decrease in their position. The SEC filing for this sale provides additional information. 9.02% of the stock is currently owned by insiders.
Murphy USA News Roundup
- Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $34.46 from $30.15, above the broader consensus of $33.84. Estimates also increased for Q3 2026 to $8.27 from $7.33, Q4 2026 to $7.65 from $7.24, and Q1 2027 to $3.99 from $3.63. These revisions suggest stronger near-term earnings expectations. Murphy USA analyst estimates
- Positive Sentiment: Longer-range estimates were also lifted: FY2027 EPS rose to $28.82 from $27.38, FY2028 EPS increased to $29.59 from $28.37, and Q3 2027 EPS jumped to $9.51 from $7.28. Higher forecasts could support the investment case if Murphy USA delivers the projected profitability. Murphy USA long-term earnings estimates
- Positive Sentiment: A Seeking Alpha analysis expects fuel margins to remain high during the second half of 2026, potentially benefiting Murphy USA’s fuel-led retail model and supporting the improved 2026 forecasts. Murphy USA: Expect High Fuel Margins For H2’26
- Neutral Sentiment: Despite the estimate increases, Zacks Research continues to rate MUSA “Hold,” indicating that analysts do not see enough evidence for a more bullish recommendation at present.
- Negative Sentiment: Zacks Research lowered its Q2 2027 EPS forecast to $8.73 from $9.53 and its Q4 2027 forecast to $6.59 from $6.94. These cuts highlight some expected volatility in future earnings and temper the otherwise favorable revisions.
Murphy USA Trading Down 1.2%
Shares of MUSA opened at $502.99 on Friday. The company has a current ratio of 0.92, a quick ratio of 0.54 and a debt-to-equity ratio of 2.77. The stock has a market cap of $9.29 billion, a PE ratio of 15.32, a PEG ratio of 1.44 and a beta of 0.28. Murphy USA Inc. has a 1 year low of $349.83 and a 1 year high of $636.04. The stock has a 50 day simple moving average of $572.98 and a 200-day simple moving average of $523.27.
Murphy USA (NYSE:MUSA – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 EPS for the quarter, beating the consensus estimate of $9.95 by $1.32. Murphy USA had a return on equity of 96.01% and a net margin of 2.87%.The business had revenue of $6.81 billion for the quarter, compared to analyst estimates of $6.03 billion. During the same quarter in the previous year, the firm earned $7.36 EPS. Murphy USA’s quarterly revenue was up 36.0% on a year-over-year basis. On average, sell-side analysts predict that Murphy USA Inc. will post 34.7 EPS for the current fiscal year.
Murphy USA Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Monday, August 24th will be paid a $0.65 dividend. The ex-dividend date is Monday, August 24th. This represents a $2.60 annualized dividend and a dividend yield of 0.5%. This is a boost from Murphy USA’s previous quarterly dividend of $0.64. Murphy USA’s dividend payout ratio is presently 7.92%.
Analyst Upgrades and Downgrades
A number of analysts have recently weighed in on MUSA shares. Capital One Financial started coverage on shares of Murphy USA in a research note on Monday, June 22nd. They issued an “overweight” rating and a $710.00 price objective for the company. Bank of America lifted their target price on shares of Murphy USA from $600.00 to $625.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. Royal Bank Of Canada reissued a “sector perform” rating and set a $619.00 target price on shares of Murphy USA in a research report on Wednesday, July 29th. Wall Street Zen upgraded shares of Murphy USA from a “buy” rating to a “strong-buy” rating in a report on Saturday, June 27th. Finally, KeyCorp raised their price target on Murphy USA from $600.00 to $680.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Six research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $606.89.
Check Out Our Latest Stock Analysis on MUSA
About Murphy USA
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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