Livforsakringsbolaget Skandia Omsesidigt Acquires Shares of 2,100 Murphy USA Inc. $MUSA

Livforsakringsbolaget Skandia Omsesidigt acquired a new position in Murphy USA Inc. (NYSE:MUSA) during the second quarter, HoldingsChannel reports. The fund acquired 2,100 shares of the specialty retailer’s stock, valued at approximately $1,132,000.

Several other large investors also recently made changes to their positions in MUSA. BlackRock Inc. acquired a new stake in shares of Murphy USA in the second quarter valued at $915,734,000. AQR Capital Management LLC lifted its position in Murphy USA by 149.9% during the 4th 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 in the last quarter. Alliancebernstein L.P. grew its holdings in Murphy USA by 676.7% during the 2nd quarter. Alliancebernstein L.P. now owns 170,215 shares of the specialty retailer’s stock worth $69,243,000 after acquiring an additional 148,301 shares during the last quarter. Bank of New York Mellon Corp bought a new stake in Murphy USA during the 2nd quarter worth about $78,372,000. Finally, Norges Bank acquired a new stake in Murphy USA in the 4th quarter valued at about $50,726,000. Institutional investors own 80.81% of the company’s stock.

Trending Headlines about Murphy USA

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.

Analysts Set New Price Targets

A number of brokerages have weighed in on MUSA. Zacks Research downgraded shares of Murphy USA from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 22nd. The Goldman Sachs Group raised shares of Murphy USA from a “sell” rating to a “neutral” rating and raised their price target for the company from $380.00 to $550.00 in a report on Monday, July 6th. Wells Fargo & Company boosted their price objective on shares of Murphy USA from $520.00 to $570.00 and gave the stock an “equal weight” rating in a research report on Monday, July 20th. 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, Bank of America increased their price objective on Murphy USA from $600.00 to $625.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. Six research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, Murphy USA presently has a consensus rating of “Moderate Buy” and an average target price of $606.89.

Murphy USA Stock Performance

Shares of NYSE: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. Murphy USA Inc. has a 1-year low of $349.83 and a 1-year high of $636.04. The stock has a market capitalization of $9.29 billion, a P/E ratio of 15.32, a P/E/G ratio of 1.44 and a beta of 0.28. 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 (EPS) for the quarter, beating the consensus estimate of $9.95 by $1.32. Murphy USA had a net margin of 2.87% and a return on equity of 96.01%. The company had revenue of $6.81 billion for the quarter, compared to analyst estimates of $6.03 billion. During the same quarter last year, the firm earned $7.36 EPS. The company’s revenue for the quarter was up 36.0% on a year-over-year basis. Equities analysts predict that Murphy USA Inc. will post 34.7 earnings per share for the current year.

Murphy USA Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Monday, August 24th will be issued a $0.65 dividend. This is an increase from Murphy USA’s previous quarterly dividend of $0.64. This represents a $2.60 annualized dividend and a yield of 0.5%. The ex-dividend date is Monday, August 24th. Murphy USA’s dividend payout ratio (DPR) is currently 7.92%.

Insider Buying and Selling

In other Murphy USA 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 transaction of $552,436.08. Following the completion of the sale, the director owned 449 shares in the company, valued at approximately $256,774.12. The trade was a 68.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Diane N. Landen sold 3,000 shares of the stock in a transaction on Friday, June 5th. The shares were sold at an average price of $547.25, for a total value of $1,641,750.00. Following the completion of the transaction, the director directly owned 53,841 shares in the company, valued at approximately $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 company insiders.

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.