Murphy USA Inc. $MUSA Stock: International Assets Investment Management LLC Grows Holdings

Key Points

• International Assets Investment Management increased its Murphy USA stake by 2,584.6% in the third quarter to 20,000 shares, while institutional investors collectively own 80.81% of the company.
• Murphy USA reported quarterly EPS of $9.59, beating estimates by $1.22, while revenue rose 34.8% year over year to $6.89 billion. The results benefited from strong fuel margins and higher renewable fuel credits, though some gains may not persist.
• The company raised its quarterly dividend from $0.65 to $0.72 per share. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $606.33, compared with a share price of $535.59 in the article.

International Assets Investment Management LLC increased its holdings in shares of Murphy USA Inc. (NYSE:MUSA - Free Report) by 2,584.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,000 shares of the specialty retailer's stock after acquiring an additional 19,255 shares during the quarter. International Assets Investment Management LLC owned about 0.11% of Murphy USA worth $10,081,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. CX Institutional bought a new stake in Murphy USA in the 3rd quarter valued at about $33,000. Keating Financial Advisory Services Inc. bought a new position in shares of Murphy USA during the second quarter worth approximately $37,000. Root Financial Partners LLC increased its holdings in shares of Murphy USA by 82.5% during the first 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. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Murphy USA during the second quarter worth approximately $48,000. Finally, Pin Oak Investment Advisors Inc. acquired a new stake in shares of Murphy USA in the second quarter valued at approximately $48,000. 80.81% of the stock is owned by institutional investors.

Murphy USA Stock Performance

NYSE MUSA opened at $535.59 on Friday. The company has a current ratio of 0.87, a quick ratio of 0.54 and a debt-to-equity ratio of 2.73. The firm has a market capitalization of $9.89 billion, a price-to-earnings ratio of 15.02, a P/E/G ratio of 1.37 and a beta of 0.29. The firm's 50 day simple moving average is $524.85 and its 200 day simple moving average is $514.86. 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 announced its quarterly earnings data on Wednesday, October 28th. The specialty retailer reported $9.59 EPS for the quarter, beating the consensus estimate of $8.37 by $1.22. Murphy USA had a net margin of 2.85% and a return on equity of 92.81%. The business had revenue of $6.89 billion during the quarter, compared to the consensus estimate of $6.25 billion. During the same period in the previous year, the business earned $7.25 earnings per share. The company's revenue was up 34.8% on a year-over-year basis. As a group, research analysts expect that Murphy USA Inc. will post 34.72 earnings per share for the current fiscal year.

Murphy USA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Wednesday, November 4th will be paid a $0.72 dividend. This represents a $2.88 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Wednesday, November 4th. This is a positive change from Murphy USA's previous quarterly dividend of $0.65. Murphy USA's dividend payout ratio is 7.29%.

Analyst Upgrades and Downgrades

MUSA has been the subject of several recent research reports. Wall Street Zen cut Murphy USA from a "strong-buy" rating to a "buy" rating in a research note on Monday, October 19th. Weiss Ratings raised Murphy USA from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, October 21st. The Goldman Sachs Group upgraded Murphy USA from a "sell" rating to a "neutral" rating and raised their price objective for the stock from $380.00 to $550.00 in a research note on Monday, July 6th. JPMorgan Chase & Co. dropped their price objective on Murphy USA from $633.00 to $626.00 and set an "overweight" rating for the company in a report on Thursday, October 22nd. Finally, Bank of America upped their target price on Murphy USA from $600.00 to $625.00 and gave the company a "neutral" rating in a research report on Friday, July 10th. Six equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $606.33.

Insider Buying and Selling at Murphy USA

In related news, SVP Eric J. Bartko sold 100 shares of the company's stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $523.60, for a total transaction of $52,360.00. Following the completion of the sale, the senior vice president directly owned 252 shares in the company, valued at $131,947.20. This represents a 28.41% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Rosemary Turner sold 966 shares of the firm's stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $571.88, for a total value of $552,436.08. Following the completion of the sale, the director directly owned 449 shares in the company, valued at $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. 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: Murphy USA earned $9.59 per share, up from $7.25 a year ago and ahead of analyst estimates ranging from $8.09 to $8.37. Revenue increased 34.8% year over year to $6.89 billion, exceeding expectations of approximately $6.25 billion. Murphy USA Q3 Earnings, Revenue Rise
• Positive Sentiment: Fuel margins reached roughly 37 cents per gallon, while fuel volumes held up better than expected despite longer-term industry headwinds. Merchandise sales were also stable despite difficult nicotine comparisons. Murphy USA: Margins Staying Wider For Longer
• Positive Sentiment: Renewable fuel credits more than doubled, providing an additional boost to quarterly profitability. Management also highlighted disciplined expense control, ongoing share repurchases and a dividend increase, which strengthen shareholder returns. Murphy USA’s Q3 Profit Soars as Renewable Fuel Credits More Than Double
• Neutral Sentiment: The earnings call focused on whether wider fuel margins can persist, the durability of consumer demand and the company’s plans for capital allocation. A solid balance sheet and aggressive repurchases remain supportive, but investors will look for confirmation that operational gains extend beyond the quarter. Murphy USA Q3 2026 Earnings Call Transcript
• Negative Sentiment: Part of the earnings beat came from elevated fuel margins and renewable-credit benefits, which may normalize. The company also continues to face structural fuel-volume pressure and challenging nicotine comparisons, creating uncertainty around future earnings growth. Murphy USA Q3 Key Metrics Versus Estimates

Murphy USA Profile

Murphy USA Inc is a U.S. operator of retail fuel and convenience stores. The company sells gasoline and diesel fuel along with tobacco products, packaged beverages, snacks, candy, grocery items, general merchandise and other convenience products. Many locations also offer prepared food and related services.

The company operates stores under the Murphy USA and Murphy Express brands, with a network concentrated primarily in the Southern, Southeastern and Midwestern United States. Murphy USA locations are commonly situated near Walmart stores, while Murphy Express sites generally operate as standalone convenience stores.

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