Bessemer Group Inc. Purchases 15,610 Shares of Murphy USA Inc. $MUSA

Bessemer Group Inc. lifted its position in shares of Murphy USA Inc. (NYSE:MUSA) by 20.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 91,349 shares of the specialty retailer’s stock after acquiring an additional 15,610 shares during the period. Bessemer Group Inc. owned approximately 0.49% of Murphy USA worth $35,466,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in MUSA. EverSource Wealth Advisors LLC lifted its stake in Murphy USA by 423.1% during the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 55 shares during the last quarter. AlphaQuest LLC raised its holdings in shares of Murphy USA by 317.6% during the 3rd quarter. AlphaQuest LLC now owns 71 shares of the specialty retailer’s stock worth $28,000 after buying an additional 54 shares in the last quarter. Ameritas Advisory Services LLC acquired a new position in shares of Murphy USA during the 2nd quarter worth $29,000. Golden State Wealth Management LLC lifted its position in shares of Murphy USA by 1,925.0% during the 2nd quarter. Golden State Wealth Management LLC now owns 81 shares of the specialty retailer’s stock worth $33,000 after buying an additional 77 shares during the last quarter. Finally, American National Bank & Trust acquired a new stake in Murphy USA in the third quarter valued at about $64,000. Institutional investors and hedge funds own 80.81% of the company’s stock.

Insider Activity

In related news, CEO Malynda K. West sold 4,051 shares of the company’s stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $425.00, for a total value of $1,721,675.00. Following the sale, the chief executive officer directly owned 117,389 shares in the company, valued at $49,890,325. This represents a 3.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO R Andrew Clyde sold 16,250 shares of the firm’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $381.33, for a total transaction of $6,196,612.50. Following the transaction, the chief executive officer owned 59,172 shares of the company’s stock, valued at approximately $22,564,058.76. The trade was a 21.55% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 45,034 shares of company stock valued at $17,349,722. Insiders own 9.04% of the company’s stock.

Key Stories Impacting Murphy USA

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

• Positive Sentiment: Q4 EPS beat — Murphy USA reported $7.53 EPS, topping consensus and showing year-over-year EPS growth, supporting profitability metrics and offsetting some concerns. Murphy USA (MUSA) Q4 Earnings Top Estimates
• Neutral Sentiment: Company release & guidance — Murphy USA filed its Q4 and full-year results and provided 2026 guidance in a Business Wire release; investors will focus on guidance detail and FY outlook from the call. Murphy USA Inc. Reports Fourth Quarter 2025 Results and 2026 Guidance
• Neutral Sentiment: Earnings call transcript available — The full Q4 2025 earnings call transcript adds color on volumes, fuel margins and capital allocation; read management’s remarks for guidance on share buybacks/capex. Murphy USA Inc. (MUSA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue missed estimates — Total revenue of $4.74B modestly missed Street estimates, highlighting weaker top-line momentum even as EPS beat on margin/expense benefits. Murphy USA Inc. (MUSA) Releases Q4 2025 Earnings: EPS Beat but Revenue Miss
• Negative Sentiment: Analyst cut — RBC lowered its price target to $445 and moved to “sector perform,” which reduces bullish analyst momentum and likely contributed to the stock weakness. MUSA: Murphy USA price target lowered by RBC
• Negative Sentiment: Insider selling & balance-sheet notes — Recent disclosures show insider sales and higher total liabilities / lower cash versus prior year, which may concern investors focused on capital return and leverage. Murphy USA Inc. (MUSA) Releases Q4 2025 Earnings: EPS Beat but Revenue Miss

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Weiss Ratings reissued a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th. Wells Fargo & Company lifted their price target on shares of Murphy USA from $375.00 to $410.00 and gave the company an “equal weight” rating in a report on Wednesday, January 21st. Bank of America began coverage on shares of Murphy USA in a research note on Friday, January 9th. They issued an “underperform” rating for the company. Zacks Research raised shares of Murphy USA from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Royal Bank Of Canada dropped their price target on Murphy USA from $467.00 to $445.00 and set a “sector perform” rating for the company in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $463.33.

Murphy USA Trading Down 10.7%

Shares of NYSE MUSA opened at $397.07 on Friday. The firm has a 50 day moving average price of $414.65 and a two-hundred day moving average price of $393.70. The stock has a market cap of $7.44 billion, a P/E ratio of 16.35, a price-to-earnings-growth ratio of 3.90 and a beta of 0.38. Murphy USA Inc. has a 52-week low of $345.23 and a 52-week high of $523.09. The company has a debt-to-equity ratio of 4.07, a quick ratio of 0.40 and a current ratio of 0.81.

Murphy USA (NYSE:MUSA) last issued its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $7.53 earnings per share for the quarter, topping the consensus estimate of $6.67 by $0.86. The company had revenue of $4.74 billion for the quarter, compared to analysts’ expectations of $4.88 billion. Murphy USA had a net margin of 2.43% and a return on equity of 75.34%. Murphy USA’s revenue for the quarter was up .7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $6.96 earnings per share. As a group, equities analysts forecast that Murphy USA Inc. will post 26.45 EPS for the current year.

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.