Jefferies Financial Group Inc. Buys Shares of 9,878 Murphy USA Inc. $MUSA

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

Other large investors also recently made changes to their positions in the company. NewEdge Advisors LLC raised its stake 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 valued at $792,000 after acquiring an additional 156 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in 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 purchasing an additional 55 shares during the period. Cresset Asset Management LLC bought a new stake in Murphy USA during the second quarter worth approximately $603,000. Cerity Partners LLC acquired a new position in Murphy USA during the second quarter valued at approximately $596,000. Finally, Qube Research & Technologies Ltd acquired a new position in Murphy USA during the second quarter valued at approximately $227,000. Institutional investors own 80.81% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on MUSA shares. Royal Bank Of Canada restated a “sector perform” rating and issued a $619.00 price objective on shares of Murphy USA in a research note on Wednesday, July 29th. JPMorgan Chase & Co. dropped their target price on shares of Murphy USA from $655.00 to $633.00 and set an “overweight” rating on the stock in a report on Friday, August 7th. KeyCorp lifted their price objective on Murphy USA from $600.00 to $680.00 and gave the stock an “overweight” rating in a research note on Friday, June 12th. Wells Fargo & Company increased their target price on Murphy USA from $520.00 to $570.00 and gave the company an “equal weight” rating in a research note on Monday, July 20th. Finally, Weiss Ratings lowered Murphy USA from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday. Six research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, Murphy USA currently has a consensus rating of “Moderate Buy” and a consensus target price of $606.89.

Murphy USA Price Performance

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

Murphy USA (NYSE:MUSA) last posted its quarterly earnings data on Wednesday, August 5th. The specialty retailer reported $11.27 earnings per share (EPS) for the quarter, topping the consensus estimate 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 net margin of 2.87% and a return on equity of 96.01%. The business’s revenue was up 36.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $7.36 EPS. Analysts expect that Murphy USA Inc. will post 34.7 EPS for the current year.

Murphy USA Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Monday, August 24th will be issued a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, August 24th. This is a boost from Murphy USA’s previous quarterly dividend of $0.64. Murphy USA’s payout ratio is 7.92%.

Insider Buying and Selling

In related news, Director Diane N. Landen sold 3,000 shares of the company’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 directly 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 document filed with the SEC, which is available through this hyperlink. Also, 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 completion of the transaction, the director owned 449 shares of the company’s stock, valued at $256,774.12. The trade was a 68.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 9.02% of the company’s stock.

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 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.