9,878 Shares in Murphy USA Inc. $MUSA Purchased by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. purchased a new position in Murphy USA Inc. (NYSE:MUSA) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 9,878 shares of the specialty retailer’s stock, valued at approximately $5,323,000. Jefferies Financial Group Inc. owned approximately 0.05% of Murphy USA at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. BlackRock Inc. acquired a new stake in Murphy USA during the second quarter valued at approximately $915,734,000. AQR Capital Management LLC grew its position 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 worth $204,753,000 after buying an additional 304,354 shares during the last quarter. River Road Asset Management LLC increased its holdings in shares of 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 buying an additional 7,973 shares in the last quarter. Morgan Stanley increased its holdings 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 lifted its position in shares of Murphy USA by 0.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 300,758 shares of the specialty retailer’s stock valued at $121,365,000 after acquiring an additional 1,930 shares during the last quarter. Institutional investors own 80.81% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on MUSA shares. Wall Street Zen upgraded Murphy USA from a “buy” rating to a “strong-buy” rating in a report on Saturday, June 27th. The Goldman Sachs Group upgraded Murphy USA from a “sell” rating to a “neutral” rating and boosted their price objective for the stock from $380.00 to $550.00 in a report on Monday, July 6th. Jefferies Financial Group raised shares of Murphy USA from a “hold” rating to a “buy” rating and upped their price objective for the company from $550.00 to $625.00 in a research note on Wednesday, July 1st. Capital One Financial began coverage on shares of Murphy USA in a research report on Monday, June 22nd. They issued an “overweight” rating and a $710.00 target price on the stock. Finally, Royal Bank Of Canada restated a “sector perform” rating and set a $619.00 price target on shares of Murphy USA in a report on Wednesday, July 29th. 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 an average target price of $606.89.

More Murphy USA News

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

• 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 NYSE MUSA opened at $502.99 on Friday. Murphy USA Inc. has a one year low of $349.83 and a one year high of $636.04. The firm has a market capitalization of $9.29 billion, a PE ratio of 15.32, a PEG ratio of 1.46 and a beta of 0.28. 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 business has a 50-day moving average price of $572.98 and a two-hundred day moving average price of $523.27.

Murphy USA (NYSE:MUSA) last issued its earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 earnings per share for the quarter, beating analysts’ consensus estimates of $9.95 by $1.32. The company had revenue of $6.81 billion for the quarter, compared to the consensus estimate of $6.03 billion. Murphy USA had a return on equity of 96.01% and a net margin of 2.87%.The firm’s quarterly revenue was up 36.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $7.36 EPS. As a group, analysts predict that Murphy USA Inc. will post 34.7 earnings per share for the current fiscal year.

Murphy USA Increases Dividend

The business 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 an increase 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 dividend on an annualized basis and a dividend yield of 0.5%. Murphy USA’s dividend payout ratio (DPR) is 7.92%.

Insider Buying and Selling at Murphy USA

In other news, Director Rosemary Turner sold 966 shares of the company’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $571.88, for a total value of $552,436.08. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Diane N. Landen sold 3,000 shares of the stock in a transaction on Friday, June 5th. The stock was sold at an average price of $547.25, for a total value of $1,641,750.00. Following the sale, the director owned 53,841 shares of the company’s stock, valued at approximately $29,464,487.25. This represents a 5.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 9.02% of the company’s stock.

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.