RIHO Partners LLC Acquires Shares of 40,371 Murphy USA Inc. $MUSA

RIHO Partners LLC bought a new position in Murphy USA Inc. (NYSE:MUSA) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 40,371 shares of the specialty retailer’s stock, valued at approximately $21,755,000. Murphy USA makes up approximately 12.2% of RIHO Partners LLC’s portfolio, making the stock its 2nd biggest holding.

Other institutional investors have also recently modified their holdings of the company. NewEdge Advisors LLC raised its position in shares of Murphy USA by 10.2% in the 1st quarter. NewEdge Advisors LLC now owns 1,685 shares of the specialty retailer’s stock worth $792,000 after purchasing an additional 156 shares during the last quarter. EverSource Wealth Advisors LLC boosted its stake in Murphy USA by 423.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 55 shares in the last quarter. Cresset Asset Management LLC purchased a new stake in Murphy USA during the 2nd quarter valued at about $603,000. Cerity Partners LLC purchased a new stake in Murphy USA during the 2nd quarter valued at about $596,000. Finally, Qube Research & Technologies Ltd bought a new stake in Murphy USA during the 2nd quarter valued at about $227,000. 80.81% of the stock is owned by hedge funds and other institutional investors.

Key Headlines 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.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the stock. The Goldman Sachs Group raised shares of Murphy USA from a “sell” rating to a “neutral” rating and lifted their target price 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 raised their price target 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. KeyCorp upped their price objective on Murphy USA from $600.00 to $680.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Finally, Wall Street Zen upgraded Murphy USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 27th. Six investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, Murphy USA currently has a consensus rating of “Moderate Buy” and an average price target of $606.89.

Insider Buying and Selling at Murphy USA

In other news, Director Rosemary Turner sold 966 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $571.88, for a total transaction of $552,436.08. Following the transaction, the director directly owned 449 shares of the company’s stock, valued at $256,774.12. This represents a 68.27% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Diane N. Landen sold 3,000 shares of the firm’s 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 completion of the transaction, the director owned 53,841 shares in the company, valued at approximately $29,464,487.25. This trade represents a 5.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 9.02% of the stock is owned by corporate insiders.

Murphy USA Price Performance

Shares of NYSE:MUSA opened at $502.99 on Friday. Murphy USA Inc. has a fifty-two week low of $349.83 and a fifty-two week high of $636.04. The business has a 50-day simple moving average of $572.98 and a two-hundred day simple moving average of $523.27. The company has a debt-to-equity ratio of 2.77, a quick ratio of 0.54 and a current ratio of 0.92. The firm has a market cap of $9.29 billion, a price-to-earnings ratio of 15.32, a price-to-earnings-growth ratio of 1.46 and a beta of 0.28.

Murphy USA (NYSE:MUSA) last posted 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. The business had revenue of $6.81 billion for the quarter, compared to analysts’ expectations of $6.03 billion. Murphy USA had a net margin of 2.87% and a return on equity of 96.01%. The business’s revenue for the quarter was up 36.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $7.36 EPS. On average, analysts expect that Murphy USA Inc. will post 34.7 earnings per share for the current 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. The ex-dividend date is Monday, August 24th. This represents a $2.60 dividend on an annualized basis and a yield of 0.5%. This is a boost from Murphy USA’s previous quarterly dividend of $0.64. Murphy USA’s dividend payout ratio (DPR) is presently 7.92%.

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.