Canada Pension Plan Investment Board Acquires Shares of 59,320 Murphy USA Inc. $MUSA

Canada Pension Plan Investment Board bought a new position in shares of Murphy USA Inc. (NYSE:MUSA) in the 2nd quarter, Holdings Channel reports. The institutional investor bought 59,320 shares of the specialty retailer’s stock, valued at approximately $31,966,000.

Other large investors have also recently modified their holdings of the company. Huntington National Bank lifted its position in shares of Murphy USA by 106.7% during the 4th quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock worth $25,000 after buying an additional 32 shares during the last quarter. 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 valued at $28,000 after acquiring an additional 55 shares during the last quarter. Los Angeles Capital Management LLC acquired a new position in Murphy USA during the fourth quarter worth about $33,000. Root Financial Partners LLC raised its stake in 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 acquiring an additional 33 shares in the last quarter. Finally, Keating Financial Advisory Services Inc. bought a new position in shares of Murphy USA in the second quarter worth about $37,000. Institutional investors and hedge funds own 80.81% of the company’s stock.

Insider Activity at Murphy USA

In other Murphy USA news, Director Rosemary Turner sold 966 shares of the stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $571.88, for a total transaction of $552,436.08. Following the completion of the sale, the director owned 449 shares of the company’s stock, valued at approximately $256,774.12. This represents a 68.27% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Diane N. Landen sold 3,000 shares of the stock in a transaction that occurred 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 sale, the director directly owned 53,841 shares of the company’s stock, valued at $29,464,487.25. This represents a 5.28% decrease in their position. The SEC filing for this sale provides additional information. Corporate 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.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on MUSA. The Goldman Sachs Group upgraded shares of Murphy USA from a “sell” rating to a “neutral” rating and raised their price target for the company from $380.00 to $550.00 in a research note on Monday, July 6th. KeyCorp increased their price objective on shares of Murphy USA from $600.00 to $680.00 and gave the company an “overweight” rating in a research note on Friday, June 12th. JPMorgan Chase & Co. decreased their target price on shares of Murphy USA from $655.00 to $633.00 and set an “overweight” rating on the stock in a research note on Friday, August 7th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $619.00 price target on shares of Murphy USA in a report on Wednesday, July 29th. Finally, Wells Fargo & Company increased their price target on Murphy USA from $520.00 to $570.00 and gave the company an “equal weight” rating in a research note on Monday, July 20th. Six 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.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $606.89.

Murphy USA Stock Down 1.2%

Shares of MUSA opened at $502.99 on Friday. The company has a market capitalization of $9.29 billion, a PE ratio of 15.32, a PEG ratio of 1.46 and a beta of 0.28. Murphy USA Inc. has a 12 month low of $349.83 and a 12 month high of $636.04. The stock’s 50-day moving average price is $572.98 and its two-hundred day moving average price is $523.27. The company has a current ratio of 0.92, a quick ratio of 0.54 and a debt-to-equity ratio of 2.77.

Murphy USA (NYSE:MUSA) last issued its quarterly earnings results on Wednesday, August 5th. The specialty retailer reported $11.27 earnings per share for the quarter, beating the consensus estimate of $9.95 by $1.32. The company had revenue of $6.81 billion during the quarter, compared to analysts’ expectations of $6.03 billion. Murphy USA had a return on equity of 96.01% and a net margin of 2.87%.The business’s quarterly revenue was up 36.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $7.36 earnings per share. On average, analysts anticipate that Murphy USA Inc. will post 34.7 EPS for the current year.

Murphy USA Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Monday, August 24th will be issued a $0.65 dividend. The ex-dividend date is Monday, August 24th. This is a boost from Murphy USA’s previous quarterly dividend of $0.64. This represents a $2.60 annualized dividend and a yield of 0.5%. Murphy USA’s dividend payout ratio (DPR) is currently 7.92%.

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.