Quantbot Technologies LP Makes New $725,000 Investment in Murphy USA Inc. $MUSA

Posted by Stanley Muller on Aug 27th, 2026

Quantbot Technologies LP bought a new position in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 1,346 shares of the specialty retailer’s stock, valued at approximately $725,000.

A number of other institutional investors have also recently modified their holdings of the business. BlackRock Inc. acquired a new position in Murphy USA in the 2nd quarter worth about $915,734,000. AQR Capital Management LLC grew its holdings in Murphy USA by 149.9% in the fourth quarter. AQR Capital Management LLC now owns 507,418 shares of the specialty retailer’s stock valued at $204,753,000 after purchasing an additional 304,354 shares during the period. River Road Asset Management LLC grew its holdings in Murphy USA by 1.6% in the fourth quarter. River Road Asset Management LLC now owns 506,214 shares of the specialty retailer’s stock valued at $204,267,000 after purchasing an additional 7,973 shares during the period. Morgan Stanley increased its position in shares of Murphy USA by 45.6% in the fourth quarter. Morgan Stanley now owns 318,473 shares of the specialty retailer’s stock valued at $128,511,000 after buying an additional 99,798 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its position in shares of Murphy USA by 0.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 300,758 shares of the specialty retailer’s stock valued at $121,365,000 after buying an additional 1,930 shares in the last quarter. 80.81% of the stock is currently owned by institutional investors and hedge funds.

Murphy USA Stock Performance

NYSE MUSA opened at $532.05 on Thursday. The company has a market cap of $9.83 billion, a PE ratio of 16.20, a price-to-earnings-growth ratio of 1.60 and a beta of 0.28. The stock’s 50 day simple moving average is $574.77 and its 200-day simple moving average is $522.50. Murphy USA Inc. has a 1-year low of $349.83 and a 1-year high of $636.04. The company has a debt-to-equity ratio of 2.77, a current ratio of 0.92 and a quick ratio of 0.54.

Murphy USA (NYSE:MUSA – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $9.95 by $1.32. Murphy USA had a return on equity of 96.01% and a net margin of 2.87%.The firm had revenue of $6.81 billion for the quarter, compared to analyst estimates of $6.03 billion. During the same period in the previous year, the company posted $7.36 earnings per share. The business’s revenue was up 36.0% on a year-over-year basis. As a group, equities research analysts anticipate that Murphy USA Inc. will post 33.84 EPS for the current fiscal year.

Murphy USA Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Monday, August 24th will be paid a dividend of $0.65 per share. This is a boost from Murphy USA’s previous quarterly dividend of $0.64. The ex-dividend date of this dividend is Monday, August 24th. This represents a $2.60 annualized dividend and a yield of 0.5%. Murphy USA’s dividend payout ratio is presently 7.92%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on MUSA. Jefferies Financial Group upgraded Murphy USA from a “hold” rating to a “buy” rating and increased their target price for the company from $550.00 to $625.00 in a research report on Wednesday, July 1st. Zacks Research lowered shares of Murphy USA from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Wall Street Zen upgraded shares of Murphy USA from a “buy” rating to a “strong-buy” rating in a research report on Saturday, June 27th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $619.00 price objective on shares of Murphy USA in a report on Wednesday, July 29th. Finally, Wells Fargo & Company lifted their target price on shares of Murphy USA from $520.00 to $570.00 and gave the company an “equal weight” rating in a research report on Monday, July 20th. Six analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $606.89.

Check Out Our Latest Research Report on MUSA

Insiders Place Their Bets

In related news, Director Diane N. Landen sold 3,000 shares of the business’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $547.25, for a total transaction of $1,641,750.00. Following the transaction, the director directly owned 53,841 shares in the company, valued at approximately $29,464,487.25. The trade was a 5.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, 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 transaction of $552,436.08. Following the sale, the director directly owned 449 shares of the company’s stock, valued at approximately $256,774.12. This represents a 68.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 9.02% of the stock is owned by corporate insiders.

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.