12,336 Shares in Murphy USA Inc. $MUSA Purchased by The Manufacturers Life Insurance Company

Key Points

• The Manufacturers Life Insurance Company acquired 12,336 Murphy USA shares valued at approximately $6.65 million, giving it a 0.07% stake. Institutional investors collectively own 80.81% of the company.
• Murphy USA exceeded quarterly expectations, reporting $11.27 EPS versus the $9.95 consensus and $6.81 billion in revenue, up 36% year over year. The company also raised its quarterly dividend to $0.65 per share, or $2.60 annually.
• Analysts maintain a “Moderate Buy” consensus rating with an average price target of $606.89, although the stock recently traded at $502.99 and some firms retain neutral or hold ratings.

The Manufacturers Life Insurance Company acquired a new position in Murphy USA Inc. (NYSE:MUSA - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 12,336 shares of the specialty retailer's stock, valued at approximately $6,648,000. The Manufacturers Life Insurance Company owned 0.07% of Murphy USA as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in MUSA. Huntington National Bank grew its stake in shares of Murphy USA by 106.7% in the 4th quarter. Huntington National Bank now owns 62 shares of the specialty retailer's stock worth $25,000 after buying an additional 32 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in 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 buying an additional 55 shares during the last quarter. Los Angeles Capital Management LLC bought a new stake in Murphy USA in the fourth quarter worth $33,000. Root Financial Partners LLC boosted its holdings in Murphy USA by 82.5% in the first quarter. Root Financial Partners LLC now owns 73 shares of the specialty retailer's stock worth $36,000 after acquiring an additional 33 shares in the last quarter. Finally, Keating Financial Advisory Services Inc. purchased a new stake in shares of Murphy USA in the second quarter worth $37,000. Institutional investors own 80.81% of the company's stock.

Murphy USA Stock Down 0.0%

MUSA opened at $502.99 on Monday. 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 firm has a 50 day moving average price of $572.98 and a 200-day moving average price of $524.36. Murphy USA Inc. has a twelve month low of $349.83 and a twelve month high of $636.04. The stock has a market capitalization of $9.29 billion, a price-to-earnings ratio of 15.32, a PEG ratio of 1.44 and a beta of 0.28.

Murphy USA (NYSE:MUSA - Get Free Report) last issued its earnings results 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 analysts' expectations of $6.03 billion. Murphy USA had a net margin of 2.87% and a return on equity of 96.01%. The firm's quarterly revenue was up 36.0% on a year-over-year basis. During the same quarter last year, the company posted $7.36 earnings per share. Equities research analysts forecast that Murphy USA Inc. will post 34.7 earnings per share for the current year.

Murphy USA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Monday, August 24th will be issued a $0.65 dividend. This is a positive change from Murphy USA's previous quarterly dividend of $0.64. This represents a $2.60 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Monday, August 24th. Murphy USA's dividend payout ratio is currently 7.92%.

Insider Activity

In other news, Director Diane N. Landen sold 3,000 shares of the company's 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 sale, the director owned 53,841 shares of the company's stock, valued at $29,464,487.25. This represents a 5.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Rosemary Turner sold 966 shares of the stock in a transaction that occurred 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 completion of the transaction, the director owned 449 shares in the company, valued at $256,774.12. This trade represents a 68.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 9.02% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on MUSA. Bank of America lifted their price target on Murphy USA from $600.00 to $625.00 and gave the stock a "neutral" rating in a research report on Friday, July 10th. Wall Street Zen upgraded shares of Murphy USA from a "buy" rating to a "strong-buy" rating in a research note on Saturday, June 27th. KeyCorp lifted their target price on shares of Murphy USA from $600.00 to $680.00 and gave the stock an "overweight" rating in a report on Friday, June 12th. JPMorgan Chase & Co. cut their price target 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, Wells Fargo & Company boosted their price objective on shares of Murphy USA from $520.00 to $570.00 and gave the stock an "equal weight" rating in a report on Monday, July 20th. Six analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, Murphy USA presently has a consensus rating of "Moderate Buy" and a consensus price target of $606.89.

Key Stories 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.

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.

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