Hsbc Holdings PLC Buys Shares of 6,968 Murphy USA Inc. $MUSA

Hsbc Holdings PLC bought a new stake in Murphy USA Inc. (NYSE:MUSA - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 6,968 shares of the specialty retailer's stock, valued at approximately $3,771,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in MUSA. BlackRock Inc. acquired a new position in Murphy USA during the second quarter valued at approximately $915,734,000. AQR Capital Management LLC boosted its holdings in shares of Murphy USA by 149.9% in the 4th quarter. AQR Capital Management LLC now owns 507,418 shares of the specialty retailer's stock valued at $204,753,000 after purchasing an additional 304,354 shares in the last quarter. Alliancebernstein L.P. increased its stake in shares of Murphy USA by 676.7% in the 2nd quarter. Alliancebernstein L.P. now owns 170,215 shares of the specialty retailer's stock valued at $69,243,000 after purchasing an additional 148,301 shares during the last quarter. Bank of New York Mellon Corp bought a new position in shares of Murphy USA in the 2nd quarter valued at $78,372,000. Finally, Norges Bank bought a new position in shares of Murphy USA in the 4th quarter valued at $50,726,000. Institutional investors own 80.81% of the company's stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on MUSA. Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $619.00 price objective on shares of Murphy USA in a research note on Wednesday, July 29th. Jefferies Financial Group raised shares of Murphy USA from a "hold" rating to a "buy" rating and increased their target price for the stock from $550.00 to $625.00 in a report on Wednesday, July 1st. Bank of America raised their price target on shares of Murphy USA from $600.00 to $625.00 and gave the company a "neutral" rating in a research note on Friday, July 10th. Capital One Financial initiated coverage on shares of Murphy USA in a report on Monday, June 22nd. They set an "overweight" rating and a $710.00 price target on the stock. Finally, Wells Fargo & Company upped their price objective on shares of Murphy USA from $520.00 to $570.00 and gave the stock an "equal weight" rating in a research report on Monday, July 20th. Six investment 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, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $606.89.

Insider Buying and Selling

In other news, Director Diane N. Landen sold 3,000 shares of the firm's stock in a transaction on 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 owned 53,841 shares of the company's stock, valued at approximately $29,464,487.25. This trade represents a 5.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Rosemary Turner sold 966 shares of Murphy USA stock in a transaction 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 transaction, the director owned 449 shares in the company, valued at approximately $256,774.12. This trade represents a 68.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 9.02% of the company's stock.

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.

Murphy USA Price Performance

Shares of MUSA opened at $502.99 on Friday. Murphy USA Inc. has a 12-month low of $349.83 and a 12-month high of $636.04. The business 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 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 cap of $9.29 billion, a PE ratio of 15.32, a PEG ratio of 1.44 and a beta of 0.28.

Murphy USA (NYSE:MUSA - Get Free Report) last announced its quarterly 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. The firm had revenue of $6.81 billion for the quarter, compared to analyst estimates of $6.03 billion. Murphy USA had a return on equity of 96.01% and a net margin of 2.87%.The business's revenue for the quarter was up 36.0% on a year-over-year basis. During the same period last year, the firm posted $7.36 earnings per share. Analysts anticipate that Murphy USA Inc. will post 34.7 earnings per share for the current fiscal year.

Murphy USA Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Monday, August 24th will be given a dividend of $0.65 per share. The ex-dividend date is Monday, August 24th. This represents a $2.60 annualized dividend and a yield of 0.5%. This is a boost from Murphy USA's previous quarterly dividend of $0.64. Murphy USA's dividend 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.

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