Canada Pension Plan Investment Board Acquires New Shares in Murphy USA Inc. $MUSA

Canada Pension Plan Investment Board acquired a new position in Murphy USA Inc. (NYSE:MUSA - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 59,320 shares of the specialty retailer's stock, valued at approximately $31,966,000. Canada Pension Plan Investment Board owned approximately 0.32% of Murphy USA at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. WINTON GROUP Ltd bought a new position in Murphy USA in the 4th quarter worth approximately $6,874,000. Recurrent Investment Advisors LLC boosted its position in Murphy USA by 23.2% in the 1st quarter. Recurrent Investment Advisors LLC now owns 146,119 shares of the specialty retailer's stock valued at $71,986,000 after buying an additional 27,513 shares during the last quarter. Evergreen Wealth Partners LLC bought a new position in Murphy USA in the 4th quarter valued at $1,333,000. Millennium Capital Advisors LLC acquired a new stake in shares of Murphy USA in the 4th quarter valued at $1,029,000. Finally, VELA Investment Management LLC increased its stake in shares of Murphy USA by 45.4% in the 4th quarter. VELA Investment Management LLC now owns 9,765 shares of the specialty retailer's stock valued at $3,940,000 after buying an additional 3,051 shares during the period. 80.81% of the stock is owned by institutional investors and hedge funds.

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.

Insider Buying and Selling at Murphy USA

In related 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Rosemary Turner sold 966 shares of the company's stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $571.88, for a total transaction of $552,436.08. Following the sale, the director directly owned 449 shares of the company's stock, valued at $256,774.12. This represents a 68.27% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 9.02% of the company's stock.

Murphy USA Trading Down 1.2%

Shares of MUSA stock opened at $502.99 on Friday. The company has a current ratio of 0.92, a quick ratio of 0.54 and a debt-to-equity ratio of 2.77. The stock has a market cap of $9.29 billion, a P/E ratio of 15.32, a price-to-earnings-growth ratio of 1.46 and a beta of 0.28. The stock has a 50 day simple moving average of $572.98 and a 200 day simple moving average of $523.27. Murphy USA Inc. has a 1 year low of $349.83 and a 1 year high of $636.04.

Murphy USA (NYSE:MUSA - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The specialty retailer reported $11.27 EPS 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 firm had revenue of $6.81 billion for the quarter, compared to analyst estimates of $6.03 billion. During the same quarter last year, the company earned $7.36 EPS. The company's revenue was up 36.0% on a year-over-year basis. On average, research analysts predict that Murphy USA Inc. will post 34.7 earnings per share for the current fiscal year.

Murphy USA Increases Dividend

The business also recently announced 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 is an increase from Murphy USA's previous quarterly dividend of $0.64. The ex-dividend date of this dividend is Monday, August 24th. This represents a $2.60 annualized dividend and a dividend yield of 0.5%. Murphy USA's payout ratio is currently 7.92%.

Analyst Upgrades and Downgrades

MUSA has been the subject of several recent research reports. Royal Bank Of Canada restated a "sector perform" rating and issued a $619.00 price target on shares of Murphy USA in a research note on Wednesday, July 29th. The Goldman Sachs Group upgraded Murphy USA from a "sell" rating to a "neutral" rating and increased their price objective for the stock from $380.00 to $550.00 in a research report on Monday, July 6th. JPMorgan Chase & Co. dropped their target price on Murphy USA from $655.00 to $633.00 and set an "overweight" rating for the company in a report on Friday, August 7th. Wells Fargo & Company boosted their target price on shares of Murphy USA from $520.00 to $570.00 and gave the company an "equal weight" rating in a research report on Monday, July 20th. Finally, 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. Six analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $606.89.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source