Universal Beteiligungs und Servicegesellschaft mbH Acquires 3,589 Shares of Murphy USA Inc. $MUSA

Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in shares of Murphy USA Inc. (NYSE:MUSA - Free Report) by 71.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,623 shares of the specialty retailer's stock after buying an additional 3,589 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH's holdings in Murphy USA were worth $3,480,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. MassMutual Private Wealth & Trust FSB grew its holdings in Murphy USA by 82.4% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer's stock valued at $25,000 after purchasing an additional 28 shares during the period. EverSource Wealth Advisors LLC grew its holdings 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 purchasing an additional 55 shares during the period. Ameriflex Group Inc. acquired a new position in Murphy USA during the third quarter valued at approximately $26,000. AlphaQuest LLC grew its holdings in Murphy USA by 317.6% during the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer's stock valued at $28,000 after purchasing an additional 54 shares during the period. Finally, V Square Quantitative Management LLC acquired a new position in Murphy USA during the fourth quarter valued at approximately $29,000. 80.81% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, CEO Malynda K. West sold 3,967 shares of the company's stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $450.00, for a total value of $1,785,150.00. Following the completion of the transaction, the chief executive officer owned 117,389 shares in the company, valued at $52,825,050. This represents a 3.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Keith A. Emery sold 899 shares of the company's stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $382.53, for a total transaction of $343,894.47. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 10,919 shares of company stock valued at $4,490,690. 9.02% of the stock is owned by corporate insiders.

Murphy USA News Summary

Here are the key news stories impacting Murphy USA this week:

• Positive Sentiment: Q1 results: Murphy USA reported Q1 net income of $136.3M, or $7.28 diluted EPS, a large year-over-year jump driven by higher fuel contribution (35.0 cpg vs 25.4 cpg a year ago) and higher retail gallons — the print beat consensus EPS and was framed as a revenue/earnings beat by Zacks. Murphy USA Inc. Reports First Quarter 2026 Results Murphy USA (MUSA) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Analyst upgrades and momentum: Zacks and other coverage lifted multiple near-term and FY estimates and added MUSA to a Zacks Rank #1 (Strong Buy) list — a bullish signal that can support multiple analysts increasing targets and model assumptions. New Strong Buy Stocks for April 29th
• Positive Sentiment: Price target lift: At least one published note raised MUSA’s price target (reported increase ~13.6%), which helps justify higher valuations following the outsized quarter. Murphy USA (MUSA) price target increased
• Neutral Sentiment: Analyst estimate revisions are mixed in timing — most near-term quarters were nudged higher but there are small downward tweaks in some out-year quarters; net effect appears modest at this stage.
• Neutral Sentiment: Data/reporting oddity: one automated report showed an implausible EPS figure (likely a data error). That can create noise in headlines and short-term trading but doesn’t change underlying results. (No link — data feed anomaly.)
• Negative Sentiment: Capital structure and margins: the company carries meaningful leverage (debt/equity ~3.5) and working-capacity ratios are modest; net margin remains thin on a percentage basis despite strong dollar EPS — these fundamentals can limit multiple expansion and make the stock sensitive to fuel margin cycles.

Analyst Ratings Changes

A number of research analysts recently issued reports on MUSA shares. Wells Fargo & Company boosted their price objective on shares of Murphy USA from $400.00 to $450.00 and gave the company an "equal weight" rating in a report on Tuesday, April 14th. Royal Bank Of Canada decreased their price objective on shares of Murphy USA from $467.00 to $445.00 and set a "sector perform" rating for the company in a report on Thursday, February 5th. Stephens decreased their price objective on shares of Murphy USA from $475.00 to $450.00 and set an "overweight" rating for the company in a report on Friday, February 6th. Bank of America upgraded shares of Murphy USA from an "underperform" rating to a "neutral" rating and boosted their price objective for the company from $350.00 to $550.00 in a report on Thursday, April 23rd. Finally, Wall Street Zen upgraded shares of Murphy USA from a "hold" rating to a "buy" rating in a report on Saturday, March 28th. Three equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $483.43.

Murphy USA Stock Down 0.7%

Murphy USA stock opened at $516.82 on Thursday. The stock has a market capitalization of $9.56 billion, a PE ratio of 21.29, a price-to-earnings-growth ratio of 1.99 and a beta of 0.23. Murphy USA Inc. has a twelve month low of $345.23 and a twelve month high of $539.71. The company has a quick ratio of 0.36, a current ratio of 0.80 and a debt-to-equity ratio of 3.47. The company has a 50 day moving average of $468.69 and a 200-day moving average of $421.76.

Murphy USA (NYSE:MUSA - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share for the quarter, beating the consensus estimate of $5.37 by $1.91. The company had revenue of $4.82 billion during the quarter, compared to analysts' expectations of $4.45 billion. Murphy USA had a net margin of 2.43% and a return on equity of 75.75%. The business's quarterly revenue was up 6.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.63 earnings per share. On average, equities research analysts anticipate that Murphy USA Inc. will post 27.66 EPS for the current fiscal year.

Murphy USA Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Monday, February 23rd were issued a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, February 23rd. Murphy USA's dividend payout ratio is 10.38%.

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.

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