Murphy USA Inc. $MUSA Shares Sold by Brown Advisory Inc.

Brown Advisory Inc. lowered its holdings in Murphy USA Inc. (NYSE:MUSA) by 5.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 126,137 shares of the specialty retailer’s stock after selling 7,094 shares during the period. Brown Advisory Inc.’s holdings in Murphy USA were worth $50,899,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the business. MassMutual Private Wealth & Trust FSB increased its position in shares of Murphy USA by 82.4% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock worth $25,000 after acquiring an additional 28 shares in the last quarter. Huntington National Bank grew its position in Murphy USA by 106.7% during the fourth quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 32 shares in the last quarter. Ameriflex Group Inc. purchased a new position in Murphy USA during the third quarter valued at approximately $26,000. AlphaQuest LLC grew its position in Murphy USA by 317.6% in the third quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 54 shares in the last quarter. Finally, EverSource Wealth Advisors LLC grew its position in Murphy USA by 423.1% in the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 55 shares in the last quarter. Institutional investors and hedge funds own 80.81% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on the stock. Weiss Ratings raised shares of Murphy USA from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, June 1st. Zacks Research raised shares of Murphy USA from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 28th. Wall Street Zen cut shares of Murphy USA from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 30th. KeyCorp upped their target price on shares of Murphy USA from $600.00 to $680.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Bank of America upgraded shares of Murphy USA from an “underperform” rating to a “neutral” rating and increased their price objective for the company from $350.00 to $550.00 in a research note on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $515.14.

Key Stories Impacting Murphy USA

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

• Positive Sentiment: Murphy USA was upgraded to a Zacks Rank #1 (Strong Buy), signaling improved earnings outlook and potentially attracting more buyers. Article Title
• Positive Sentiment: The company reaffirmed plans to open 45–55 new stores in 2026, while strong fuel margins, better merchandise contribution, and rising earnings estimates continue to support growth expectations. Article Title
• Positive Sentiment: Murphy USA was added to a Zacks Rank #1 Strong Buy growth list, reinforcing the bullish view on the stock. Article Title
• Neutral Sentiment: Several articles highlighted that MUSA has recently hit a 52-week high, which reflects strong momentum but also raises the question of whether gains can continue from current levels. Article Title
• Neutral Sentiment: Brokerage sentiment remains constructive overall, with consensus around Moderate Buy, suggesting continued support but not universal enthusiasm. Article Title
• Negative Sentiment: A director reportedly sold $1.64 million worth of stock, which may temper sentiment slightly despite the broader bullish backdrop. Article Title

Murphy USA Stock Down 0.1%

MUSA opened at $622.21 on Monday. The firm’s 50-day simple moving average is $539.95 and its 200-day simple moving average is $462.03. The company has a debt-to-equity ratio of 3.24, a quick ratio of 0.48 and a current ratio of 0.83. Murphy USA Inc. has a twelve month low of $345.23 and a twelve month high of $636.04. The firm has a market cap of $11.49 billion, a price-to-earnings ratio of 21.51, a PEG ratio of 2.05 and a beta of 0.30.

Murphy USA (NYSE:MUSA) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share for the quarter, topping the consensus estimate of $5.37 by $1.91. The business had revenue of $4.82 billion for the quarter, compared to analyst estimates of $4.70 billion. Murphy USA had a net margin of 2.81% and a return on equity of 91.05%. The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.63 EPS. Equities research analysts anticipate that Murphy USA Inc. will post 32.32 EPS for the current fiscal year.

Murphy USA Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Monday, May 18th were given a $0.64 dividend. This represents a $2.56 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, May 18th. This is a boost from Murphy USA’s previous quarterly dividend of $0.63. Murphy USA’s dividend payout ratio is 8.85%.

Insider Transactions at Murphy USA

In other Murphy USA news, SVP Renee M. Bacon sold 1,050 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $529.44, for a total value of $555,912.00. Following the completion of the sale, the senior vice president owned 3,083 shares in the company, valued at approximately $1,632,263.52. This trade represents a 25.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Diane N. Landen sold 3,000 shares of the firm’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 transaction, the director directly owned 53,841 shares in the company, valued at $29,464,487.25. This trade represents a 5.28% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 46,225 shares of company stock worth $27,363,392. Corporate insiders own 9.02% of the company’s stock.

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.