Murphy USA Inc. $MUSA Stock Holdings Boosted by International Assets Investment Management LLC

International Assets Investment Management LLC boosted its stake in Murphy USA Inc. (NYSE:MUSA) by 2,584.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,000 shares of the specialty retailer’s stock after purchasing an additional 19,255 shares during the period. International Assets Investment Management LLC’s holdings in Murphy USA were worth $10,081,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. VIRGINIA RETIREMENT SYSTEMS ET Al increased its holdings in shares of Murphy USA by 90.0% during the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 6,080 shares of the specialty retailer’s stock worth $3,065,000 after buying an additional 2,880 shares in the last quarter. Leeward Investments LLC MA lifted its stake in shares of Murphy USA by 65.9% in the 3rd quarter. Leeward Investments LLC MA now owns 34,007 shares of the specialty retailer’s stock valued at $17,141,000 after acquiring an additional 13,507 shares during the last quarter. EULAV Asset Management boosted its holdings in shares of Murphy USA by 4.1% during the 3rd quarter. EULAV Asset Management now owns 50,406 shares of the specialty retailer’s stock valued at $25,406,000 after acquiring an additional 2,001 shares in the last quarter. Citizens Financial Group Inc. RI acquired a new stake in shares of Murphy USA during the 3rd quarter valued at $267,000. Finally, Simplicity Wealth LLC boosted its holdings in shares of Murphy USA by 57.0% during the 3rd quarter. Simplicity Wealth LLC now owns 2,153 shares of the specialty retailer’s stock valued at $1,085,000 after acquiring an additional 782 shares in the last quarter. Institutional investors own 80.81% of the company’s stock.

Insider Transactions at Murphy USA

In other news, Director Rosemary Turner sold 966 shares of the stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $571.88, for a total value of $552,436.08. Following the completion of the sale, the director 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 sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Eric J. Bartko sold 100 shares of the firm’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $523.60, for a total value of $52,360.00. Following the transaction, the senior vice president owned 252 shares of the company’s stock, valued at $131,947.20. This trade represents a 28.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 9.02% of the company’s stock.

Key Headlines Impacting Murphy USA

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

• Positive Sentiment: Murphy USA earned $9.59 per share, up from $7.25 a year ago and ahead of analyst estimates ranging from $8.09 to $8.37. Revenue increased 34.8% year over year to $6.89 billion, exceeding expectations of approximately $6.25 billion. Murphy USA Q3 Earnings, Revenue Rise
• Positive Sentiment: Fuel margins reached roughly 37 cents per gallon, while fuel volumes held up better than expected despite longer-term industry headwinds. Merchandise sales were also stable despite difficult nicotine comparisons. Murphy USA: Margins Staying Wider For Longer
• Positive Sentiment: Renewable fuel credits more than doubled, providing an additional boost to quarterly profitability. Management also highlighted disciplined expense control, ongoing share repurchases and a dividend increase, which strengthen shareholder returns. Murphy USA’s Q3 Profit Soars as Renewable Fuel Credits More Than Double
• Neutral Sentiment: The earnings call focused on whether wider fuel margins can persist, the durability of consumer demand and the company’s plans for capital allocation. A solid balance sheet and aggressive repurchases remain supportive, but investors will look for confirmation that operational gains extend beyond the quarter. Murphy USA Q3 2026 Earnings Call Transcript
• Negative Sentiment: Part of the earnings beat came from elevated fuel margins and renewable-credit benefits, which may normalize. The company also continues to face structural fuel-volume pressure and challenging nicotine comparisons, creating uncertainty around future earnings growth. Murphy USA Q3 Key Metrics Versus Estimates

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Weiss Ratings upgraded Murphy USA from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, October 21st. Wall Street Zen downgraded Murphy USA from a “strong-buy” rating to a “buy” rating in a research report on Monday, October 19th. The Goldman Sachs Group raised Murphy USA from a “sell” rating to a “neutral” rating and lifted their price target for the company from $380.00 to $550.00 in a research note on Monday, July 6th. Royal Bank Of Canada lifted their price target on Murphy USA from $612.00 to $621.00 and gave the company a “sector perform” rating in a research note on Thursday. Finally, Bank of America boosted their price target on Murphy USA from $600.00 to $625.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. Six equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $606.33.

Murphy USA Price Performance

Shares of NYSE:MUSA opened at $535.59 on Friday. The company has a debt-to-equity ratio of 2.73, a quick ratio of 0.54 and a current ratio of 0.87. Murphy USA Inc. has a 52 week low of $349.83 and a 52 week high of $636.04. The firm has a market cap of $9.89 billion, a PE ratio of 15.02, a price-to-earnings-growth ratio of 1.37 and a beta of 0.29. The firm’s fifty day moving average is $524.85 and its 200-day moving average is $514.86.

Murphy USA (NYSE:MUSA) last posted its quarterly earnings data on Wednesday, October 28th. The specialty retailer reported $9.59 earnings per share for the quarter, beating analysts’ consensus estimates 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 return on equity of 92.81% and a net margin of 2.85%. Murphy USA’s quarterly revenue was up 34.8% on a year-over-year basis. During the same period in the prior year, the business posted $7.25 earnings per share. Sell-side analysts predict that Murphy USA Inc. will post 34.72 earnings per share for the current year.

Murphy USA Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Wednesday, November 4th will be given a $0.72 dividend. This is a boost from Murphy USA’s previous quarterly dividend of $0.65. The ex-dividend date is Wednesday, November 4th. This represents a $2.88 dividend on an annualized basis and a dividend yield of 0.5%. Murphy USA’s dividend payout ratio is presently 7.29%.

About Murphy USA

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.