2,938 Shares in Murphy USA Inc. $MUSA Bought by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. purchased a new stake in Murphy USA Inc. (NYSE:MUSA) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 2,938 shares of the specialty retailer’s stock, valued at approximately $1,583,000.

Several other large investors also recently bought and sold shares of MUSA. Huntington National Bank grew 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 worth $25,000 after purchasing an additional 32 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of Murphy USA by 423.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 55 shares during the last quarter. Los Angeles Capital Management LLC purchased a new stake in shares of Murphy USA in the 4th quarter valued at about $33,000. Root Financial Partners LLC boosted its position in shares of Murphy USA by 82.5% in the 1st quarter. Root Financial Partners LLC now owns 73 shares of the specialty retailer’s stock valued at $36,000 after purchasing an additional 33 shares during the period. Finally, Keating Financial Advisory Services Inc. acquired a new stake in shares of Murphy USA in the 2nd quarter valued at about $37,000. Institutional investors and hedge funds own 80.81% of the company’s stock.

Murphy USA Stock Performance

Shares of MUSA stock opened at $502.99 on Monday. The stock’s 50-day moving average price is $572.98 and its 200 day moving average price is $524.36. The company has a quick ratio of 0.54, a current ratio of 0.92 and a debt-to-equity ratio of 2.77. The stock has a market capitalization of $9.29 billion, a PE ratio of 15.32, a price-to-earnings-growth ratio of 1.44 and a beta of 0.28. Murphy USA Inc. has a 52-week low of $349.83 and a 52-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 for the quarter, topping 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 period last year, the firm earned $7.36 EPS. The firm’s revenue for the quarter was up 36.0% on a year-over-year basis. As a group, equities research analysts forecast that Murphy USA Inc. will post 34.7 EPS for the current year.

Murphy USA Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Monday, August 24th will be issued a dividend of $0.65 per share. This is a boost from Murphy USA’s previous quarterly dividend of $0.64. 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. Murphy USA’s dividend payout ratio is 7.92%.

Analysts Set New Price Targets

Several research analysts have commented on MUSA shares. Jefferies Financial Group raised Murphy USA from a “hold” rating to a “buy” rating and lifted their price target for the stock from $550.00 to $625.00 in a research report on Wednesday, July 1st. Capital One Financial assumed coverage on shares of Murphy USA in a research report on Monday, June 22nd. They set an “overweight” rating and a $710.00 target price on the stock. Zacks Research lowered shares of Murphy USA from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 22nd. JPMorgan Chase & Co. cut 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. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and issued a $619.00 price target on shares of Murphy USA in a research report on Wednesday, July 29th. Six analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, Murphy USA currently has a consensus rating of “Moderate Buy” and a consensus target price of $606.89.

Insiders Place Their Bets

In related news, Director Diane N. Landen sold 3,000 shares of Murphy USA stock in a transaction on Friday, June 5th. The shares were sold at an average price of $547.25, for a total value of $1,641,750.00. Following the transaction, the director directly owned 53,841 shares in the company, valued at $29,464,487.25. This trade represents a 5.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Rosemary Turner sold 966 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $571.88, for a total transaction of $552,436.08. Following the completion of the transaction, the director directly owned 449 shares in the company, valued at $256,774.12. This represents a 68.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 9.02% of the company’s stock.

Murphy USA News Summary

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.