Hsbc Holdings PLC Buys New Position in Murphy USA Inc. $MUSA

Hsbc Holdings PLC bought a new stake in shares of Murphy USA Inc. (NYSE:MUSA) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,968 shares of the specialty retailer’s stock, valued at approximately $3,771,000.

Several other hedge funds have also recently added to or reduced their stakes in the company. Huntington National Bank lifted its position 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 worth $25,000 after purchasing an additional 32 shares during the period. EverSource Wealth Advisors LLC increased its position in shares of 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 buying an additional 55 shares during the period. Keating Financial Advisory Services Inc. bought a new position in Murphy USA during the second quarter worth $37,000. Root Financial Partners LLC lifted its holdings in Murphy USA by 82.5% in the first quarter. Root Financial Partners LLC now owns 73 shares of the specialty retailer’s stock valued at $36,000 after buying an additional 33 shares during the period. Finally, Los Angeles Capital Management LLC acquired a new position in Murphy USA in the fourth quarter valued at $33,000. Institutional investors own 80.81% of the company’s stock.

Murphy USA Trading Down 1.2%

NYSE:MUSA opened at $502.99 on Friday. Murphy USA Inc. has a 12 month low of $349.83 and a 12 month high of $636.04. 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 capitalization of $9.29 billion, a price-to-earnings ratio of 15.32, a PEG ratio of 1.44 and a beta of 0.28. The firm has a fifty day simple moving average of $572.98 and a two-hundred day simple moving average of $523.27.

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

Murphy USA Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Investors 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 yield of 0.5%. Murphy USA’s dividend payout ratio (DPR) is currently 7.92%.

Key Stories Impacting 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.

Insider Buying and Selling

In other Murphy USA news, Director Diane N. Landen sold 3,000 shares of the stock in a transaction that occurred 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 transaction, the director owned 53,841 shares in the company, valued at approximately $29,464,487.25. This represents a 5.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, 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 value of $552,436.08. Following the completion of the sale, the director directly owned 449 shares of the company’s stock, valued at $256,774.12. This trade represents a 68.27% decrease in their position. The disclosure for this sale is available in the SEC filing. 9.02% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have weighed in on the company. Zacks Research downgraded Murphy USA from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Weiss Ratings downgraded Murphy USA from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday. Wells Fargo & Company upped their target price on Murphy USA from $520.00 to $570.00 and gave the company an “equal weight” rating in a research report on Monday, July 20th. The Goldman Sachs Group raised Murphy USA from a “sell” rating to a “neutral” rating and raised their target price for the stock from $380.00 to $550.00 in a research note on Monday, July 6th. Finally, Wall Street Zen upgraded Murphy USA from a “buy” rating to a “strong-buy” rating in a report on Saturday, June 27th. Six research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $606.89.

Murphy USA Company Profile

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.