1,222 Murphy USA Inc. $MUSA Shares Acquired by Yousif Capital Management LLC

Posted by Stanley Muller on Oct 29th, 2026

Yousif Capital Management LLC boosted its stake in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) by 35.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,644 shares of the specialty retailer’s stock after purchasing an additional 1,222 shares during the quarter. Yousif Capital Management LLC’s holdings in Murphy USA were worth $2,341,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. BlackRock Inc. acquired a new stake in Murphy USA in the second quarter worth $915,734,000. Bank of New York Mellon Corp boosted its holdings in shares of Murphy USA by 3.4% during the first quarter. Bank of New York Mellon Corp now owns 149,064 shares of the specialty retailer’s stock valued at $73,633,000 after acquiring an additional 4,836 shares during the period. Recurrent Investment Advisors LLC boosted its holdings in shares of Murphy USA by 23.2% during the first quarter. Recurrent Investment Advisors LLC now owns 146,119 shares of the specialty retailer’s stock valued at $71,986,000 after acquiring an additional 27,513 shares during the period. Copeland Capital Management LLC bought a new position in shares of Murphy USA during the third quarter worth about $54,143,000. Finally, Engineers Gate Manager LP grew its position in shares of Murphy USA by 21,322.2% during the second quarter. Engineers Gate Manager LP now owns 103,041 shares of the specialty retailer’s stock worth $55,526,000 after acquiring an additional 102,560 shares during the last quarter. Institutional investors and hedge funds own 80.81% of the company’s stock.

Murphy USA Price Performance

Shares of NYSE MUSA opened at $514.10 on Thursday. Murphy USA Inc. has a fifty-two week low of $349.83 and a fifty-two week high of $636.04. The firm’s 50-day simple moving average is $526.09 and its 200 day simple moving average is $513.83. The company has a quick ratio of 0.54, a current ratio of 0.92 and a debt-to-equity ratio of 2.77. The stock has a market cap of $9.50 billion, a P/E ratio of 15.65, a P/E/G ratio of 1.37 and a beta of 0.29.

Murphy USA (NYSE:MUSA – Get Free Report) last posted its quarterly earnings data on Wednesday, October 28th. The specialty retailer reported $9.59 earnings per share for the quarter, topping the consensus estimate of $8.37 by $1.22. The business had revenue of $6.89 billion during the quarter, compared to the consensus estimate of $6.25 billion. Murphy USA had a net margin of 2.87% and a return on equity of 96.01%. The company’s quarterly revenue was up 34.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $7.25 earnings per share. Equities analysts expect that Murphy USA Inc. will post 34.64 EPS for the current year.

Murphy USA Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Wednesday, November 4th will be paid a $0.72 dividend. The ex-dividend date of this dividend is Wednesday, November 4th. This represents a $2.88 dividend on an annualized basis and a dividend yield of 0.6%. This is an increase from Murphy USA’s previous quarterly dividend of $0.65. Murphy USA’s dividend payout ratio (DPR) is currently 8.77%.

Wall Street Analysts Forecast Growth

Several research analysts have commented on MUSA shares. Jefferies Financial Group upgraded shares of Murphy USA from a “hold” rating to a “buy” rating and upped their target price for the stock from $550.00 to $625.00 in a research report on Wednesday, July 1st. Weiss Ratings raised Murphy USA from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, October 21st. JPMorgan Chase & Co. cut their price target on Murphy USA from $633.00 to $626.00 and set an “overweight” rating on the stock in a report on Thursday, October 22nd. Wells Fargo & Company boosted their price objective on Murphy USA from $520.00 to $570.00 and gave the stock an “equal weight” rating in a research report on Monday, July 20th. Finally, The Goldman Sachs Group raised Murphy USA from a “sell” rating to a “neutral” rating and increased their price objective for the stock from $380.00 to $550.00 in a report on Monday, July 6th. Six equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Murphy USA currently has a consensus rating of “Moderate Buy” and a consensus target price of $605.33.

View Our Latest Research Report on MUSA

Insider Buying and Selling

In related news, Director Rosemary Turner sold 966 shares of the firm’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $571.88, for a total transaction of $552,436.08. Following the transaction, the director owned 449 shares in the company, valued at $256,774.12. This trade represents a 68.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Eric J. Bartko sold 100 shares of the business’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $523.60, for a total value of $52,360.00. Following the sale, the senior vice president directly owned 252 shares in the company, valued at approximately $131,947.20. The trade was a 28.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 9.02% of the company’s stock.

About Murphy USA

(Free Report)

Murphy USA Inc is a U.S. operator of retail fuel and convenience stores. The company sells gasoline and diesel fuel along with tobacco products, packaged beverages, snacks, candy, grocery items, general merchandise and other convenience products. Many locations also offer prepared food and related services.

The company operates stores under the Murphy USA and Murphy Express brands, with a network concentrated primarily in the Southern, Southeastern and Midwestern United States. Murphy USA locations are commonly situated near Walmart stores, while Murphy Express sites generally operate as standalone convenience stores.