Landscape Capital Management L.L.C. Buys New Position in Murphy USA Inc. $MUSA

Landscape Capital Management L.L.C. bought a new stake in shares of Murphy USA Inc. (NYSE:MUSA) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 17,214 shares of the specialty retailer’s stock, valued at approximately $6,946,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. MassMutual Private Wealth & Trust FSB raised its holdings in shares of Murphy USA by 82.4% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 28 shares in the last quarter. Huntington National Bank raised its holdings in shares of Murphy USA by 106.7% during the fourth quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 32 shares in the last quarter. Ameriflex Group Inc. bought a new position in shares of Murphy USA during the third quarter valued at approximately $26,000. EverSource Wealth Advisors LLC raised its holdings 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 valued at $28,000 after acquiring an additional 55 shares in the last quarter. Finally, AlphaQuest LLC raised its holdings in shares of Murphy USA by 317.6% during the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 54 shares in the last quarter. Institutional investors own 80.81% of the company’s stock.

Insiders Place Their Bets

In other Murphy USA news, SVP Keith A. Emery sold 517 shares of the business’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $574.49, for a total value of $297,011.33. Following the sale, the senior vice president directly owned 500 shares of the company’s stock, valued at approximately $287,245. The trade was a 50.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Renee M. Bacon sold 1,050 shares of the business’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $529.44, for a total value of $555,912.00. Following the completion of the sale, the senior vice president directly owned 3,083 shares in the company, valued at $1,632,263.52. This trade represents a 25.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 46,225 shares of company stock valued at $27,363,392. Company insiders own 9.02% of the company’s stock.

Murphy USA News Roundup

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

• Positive Sentiment: Murphy USA was upgraded to a Zacks Rank #1 (Strong Buy), signaling improved earnings outlook and potentially attracting more buyers. Article Title
• Positive Sentiment: The company reaffirmed plans to open 45–55 new stores in 2026, while strong fuel margins, better merchandise contribution, and rising earnings estimates continue to support growth expectations. Article Title
• Positive Sentiment: Murphy USA was added to a Zacks Rank #1 Strong Buy growth list, reinforcing the bullish view on the stock. Article Title
• Neutral Sentiment: Several articles highlighted that MUSA has recently hit a 52-week high, which reflects strong momentum but also raises the question of whether gains can continue from current levels. Article Title
• Neutral Sentiment: Brokerage sentiment remains constructive overall, with consensus around Moderate Buy, suggesting continued support but not universal enthusiasm. Article Title
• Negative Sentiment: A director reportedly sold $1.64 million worth of stock, which may temper sentiment slightly despite the broader bullish backdrop. Article Title

Murphy USA Trading Up 0.0%

NYSE MUSA opened at $622.21 on Friday. The company has a quick ratio of 0.48, a current ratio of 0.83 and a debt-to-equity ratio of 3.24. Murphy USA Inc. has a twelve month low of $345.23 and a twelve month high of $636.04. The firm has a market capitalization of $11.49 billion, a PE ratio of 21.51, a P/E/G ratio of 2.04 and a beta of 0.30. The stock’s 50 day moving average is $539.95 and its 200 day moving average is $461.37.

Murphy USA (NYSE:MUSA) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $7.28 EPS for the quarter, topping the consensus estimate of $5.37 by $1.91. Murphy USA had a return on equity of 91.05% and a net margin of 2.81%.The business had revenue of $4.82 billion for the quarter, compared to the consensus estimate of $4.70 billion. During the same period in the previous year, the company posted $2.63 earnings per share. The company’s revenue for the quarter was up 6.5% compared to the same quarter last year. Research analysts forecast that Murphy USA Inc. will post 32.32 earnings per share for the current fiscal year.

Murphy USA Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Monday, May 18th were issued a $0.64 dividend. This represents a $2.56 annualized dividend and a yield of 0.4%. This is a positive change from Murphy USA’s previous quarterly dividend of $0.63. The ex-dividend date of this dividend was Monday, May 18th. Murphy USA’s dividend payout ratio is presently 8.85%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on MUSA shares. Zacks Research upgraded Murphy USA from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 28th. Wells Fargo & Company lifted their price target on Murphy USA from $450.00 to $520.00 and gave the company an “equal weight” rating in a research report on Friday, May 1st. Wall Street Zen lowered Murphy USA from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 30th. Royal Bank Of Canada lifted their price target on Murphy USA from $510.00 to $517.00 and gave the company a “sector perform” rating in a research report on Thursday, April 30th. Finally, JPMorgan Chase & Co. started coverage on Murphy USA in a research report on Thursday, March 26th. They set an “overweight” rating and a $539.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $515.14.

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.