Murphy USA Inc. $MUSA Shares Sold by De Lisle Partners LLP

De Lisle Partners LLP decreased its holdings in Murphy USA Inc. (NYSE:MUSA) by 75.8% in the fourth quarter, Holdings Channel reports. The firm owned 10,229 shares of the specialty retailer’s stock after selling 32,032 shares during the period. De Lisle Partners LLP’s holdings in Murphy USA were worth $4,130,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in MUSA. Wealthspire Advisors LLC lifted its position in Murphy USA by 19.0% during the 4th quarter. Wealthspire Advisors LLC now owns 683 shares of the specialty retailer’s stock worth $276,000 after acquiring an additional 109 shares during the period. Quadrant Capital Group LLC lifted its position in Murphy USA by 144.1% during the 4th quarter. Quadrant Capital Group LLC now owns 1,621 shares of the specialty retailer’s stock worth $654,000 after acquiring an additional 957 shares during the period. HRT Financial LP lifted its position in Murphy USA by 32.7% during the 4th quarter. HRT Financial LP now owns 28,591 shares of the specialty retailer’s stock worth $11,537,000 after acquiring an additional 7,042 shares during the period. DRW Securities LLC acquired a new stake in Murphy USA during the 4th quarter worth about $212,000. Finally, Brooklyn Investment Group acquired a new stake in Murphy USA during the 4th quarter worth about $347,000. Institutional investors and hedge funds own 80.81% of the company’s stock.

Insider Buying and Selling

In related news, Director Robert Madison Murphy sold 41,500 shares of the company’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $596.96, for a total value of $24,773,840.00. Following the completion of the transaction, the director owned 342,212 shares of the company’s stock, valued at approximately $204,286,875.52. This represents a 10.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Keith A. Emery sold 517 shares of the company’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $574.49, for a total value of $297,011.33. Following the completion of the transaction, the senior vice president directly owned 500 shares of the company’s stock, valued at $287,245. The trade was a 50.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 46,225 shares of company stock worth $27,363,392 in the last ninety days. 9.02% of the stock is owned by corporate insiders.

Key Headlines 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 Performance

NYSE MUSA opened at $622.21 on Friday. The stock has a 50-day simple moving average of $539.95 and a two-hundred day simple moving average of $461.37. The firm has a market capitalization of $11.49 billion, a P/E ratio of 21.51, a PEG ratio of 2.04 and a beta of 0.30. Murphy USA Inc. has a fifty-two week low of $345.23 and a fifty-two week high of $636.04. 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 (NYSE:MUSA) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share for the quarter, beating analysts’ consensus estimates of $5.37 by $1.91. The business had revenue of $4.82 billion during the quarter, compared to analyst estimates of $4.70 billion. Murphy USA had a return on equity of 91.05% and a net margin of 2.81%.The company’s revenue was up 6.5% on a year-over-year basis. During the same quarter last year, the business posted $2.63 EPS. On average, equities analysts forecast that Murphy USA Inc. will post 32.32 earnings per share for the current year.

Murphy USA Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Monday, May 18th were issued a $0.64 dividend. This represents a $2.56 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, May 18th. This is a positive change from Murphy USA’s previous quarterly dividend of $0.63. Murphy USA’s payout ratio is currently 8.85%.

Analyst Ratings Changes

MUSA has been the subject of a number of research reports. Zacks Research raised Murphy USA from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 28th. Wells Fargo & Company lifted their price target on Murphy USA from $450.00 to $520.00 and gave the stock an “equal weight” rating in a research report on Friday, May 1st. JPMorgan Chase & Co. initiated coverage on Murphy USA in a research report on Thursday, March 26th. They set an “overweight” rating and a $539.00 price target for the company. KeyCorp lifted their price target on Murphy USA from $600.00 to $680.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, Wall Street Zen cut Murphy USA from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 30th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Murphy USA currently has a consensus rating of “Moderate Buy” and an average price target of $515.14.

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.