RIHO Partners LLC Makes New Investment in Murphy USA Inc. $MUSA

RIHO Partners LLC bought a new position in Murphy USA Inc. (NYSE:MUSA) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 40,371 shares of the specialty retailer’s stock, valued at approximately $21,755,000. Murphy USA makes up about 12.2% of RIHO Partners LLC’s holdings, making the stock its 2nd biggest position. RIHO Partners LLC owned approximately 0.22% of Murphy USA as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently made changes to their positions in MUSA. Huntington National Bank lifted its stake in Murphy USA by 106.7% in the fourth 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 last quarter. EverSource Wealth Advisors LLC grew its position in Murphy USA by 423.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 55 shares during the last quarter. Keating Financial Advisory Services Inc. bought a new position in Murphy USA during the 2nd quarter worth approximately $37,000. Root Financial Partners LLC increased its stake in Murphy USA by 82.5% in the 1st quarter. Root Financial Partners LLC now owns 73 shares of the specialty retailer’s stock worth $36,000 after purchasing an additional 33 shares during the period. Finally, Los Angeles Capital Management LLC purchased a new position in Murphy USA in the 4th quarter worth approximately $33,000. Hedge funds and other institutional investors own 80.81% 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.

Insiders Place Their Bets

In related news, Director Diane N. Landen sold 3,000 shares of Murphy USA stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $547.25, for a total transaction of $1,641,750.00. Following the completion of the transaction, the director directly owned 53,841 shares of the company’s stock, valued at $29,464,487.25. This trade represents a 5.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Rosemary Turner sold 966 shares of Murphy USA stock in a transaction dated Thursday, August 20th. The shares were 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 approximately $256,774.12. This trade represents a 68.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 9.02% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on MUSA shares. Wells Fargo & Company increased their price objective 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. Jefferies Financial Group upgraded shares of Murphy USA from a “hold” rating to a “buy” rating and upped their price target for the company from $550.00 to $625.00 in a report on Wednesday, July 1st. Royal Bank Of Canada reissued a “sector perform” rating and issued a $619.00 price target on shares of Murphy USA in a report on Wednesday, July 29th. Capital One Financial began coverage on shares of Murphy USA in a report on Monday, June 22nd. They set an “overweight” rating and a $710.00 target price for the company. Finally, Zacks Research downgraded Murphy USA from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Six analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $606.89.

Murphy USA Stock Performance

Shares of MUSA opened at $502.99 on Friday. Murphy USA Inc. has a one year low of $349.83 and a one year high of $636.04. The firm has a market capitalization 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 company 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 current ratio of 0.92 and a quick ratio of 0.54.

Murphy USA (NYSE:MUSA) last released its earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 EPS for the quarter, beating analysts’ consensus estimates of $9.95 by $1.32. Murphy USA had a return on equity of 96.01% and a net margin of 2.87%.The company had revenue of $6.81 billion during the quarter, compared to analysts’ expectations of $6.03 billion. During the same quarter last year, the business posted $7.36 EPS. The firm’s revenue for the quarter was up 36.0% compared to the same quarter last year. On average, analysts anticipate that Murphy USA Inc. will post 34.7 EPS for the current fiscal year.

Murphy USA Increases Dividend

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