Mountain Pacific Investment Advisers LLC Trims Stock Holdings in Murphy USA Inc. $MUSA

22 Jan 2026, 08:34 by Teresa Graham · The Cerbat Gem

Mountain Pacific Investment Advisers LLC lessened its position in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) by 94.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,423 shares of the specialty retailer’s stock after selling 25,018 shares during the quarter. Mountain Pacific Investment Advisers LLC’s holdings in Murphy USA were worth $552,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. EverSource Wealth Advisors LLC lifted its holdings in shares of 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 period. Ameritas Advisory Services LLC acquired a new position in Murphy USA in the 2nd quarter worth approximately $29,000. Golden State Wealth Management LLC raised its position in 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. WD Rutherford LLC acquired a new stake in Murphy USA during the 2nd quarter valued at approximately $49,000. Finally, Headlands Technologies LLC purchased a new stake in shares of Murphy USA in the 2nd quarter valued at $67,000. 80.81% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Murphy USA

In related news, CEO R Andrew Clyde sold 24,733 shares of the business’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $381.33, for a total value of $9,431,434.89. Following the completion of the sale, the chief executive officer owned 131,024 shares of the company’s stock, valued at approximately $49,963,381.92. The trade was a 15.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Malynda K. West sold 4,051 shares of the company’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $425.00, for a total transaction of $1,721,675.00. Following the transaction, the chief executive officer owned 117,389 shares of the company’s stock, valued at $49,890,325. This represents a 3.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 45,034 shares of company stock valued at $17,349,722. Corporate insiders own 9.04% of the company’s stock.

Murphy USA Trading Down 1.0%

MUSA stock opened at $427.49 on Thursday. The company’s 50-day simple moving average is $403.07 and its 200-day simple moving average is $393.33. The company has a quick ratio of 0.40, a current ratio of 0.81 and a debt-to-equity ratio of 4.07. Murphy USA Inc. has a 52-week low of $345.23 and a 52-week high of $523.09. The firm has a market cap of $8.01 billion, a P/E ratio of 18.03, a PEG ratio of 3.81 and a beta of 0.39.

Murphy USA (NYSE:MUSA – Get Free Report) last announced its quarterly earnings results on Wednesday, October 29th. The specialty retailer reported $7.25 earnings per share for the quarter, beating the consensus estimate of $6.60 by $0.65. The firm had revenue of $5.11 billion during the quarter, compared to analyst estimates of $5.11 billion. Murphy USA had a return on equity of 69.87% and a net margin of 2.43%.Murphy USA’s revenue for the quarter was down 2.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $7.20 EPS. As a group, equities analysts forecast that Murphy USA Inc. will post 26.45 EPS for the current fiscal year.

Murphy USA Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Monday, November 10th were given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from Murphy USA’s previous quarterly dividend of $0.53. The ex-dividend date was Monday, November 10th. Murphy USA’s dividend payout ratio (DPR) is presently 10.63%.

Wall Street Analysts Forecast Growth

MUSA has been the subject of several recent research reports. Wells Fargo & Company raised their target price on shares of Murphy USA from $375.00 to $410.00 and gave the stock an “equal weight” rating in a report on Wednesday. KeyCorp cut their price target on Murphy USA from $480.00 to $460.00 and set an “overweight” rating on the stock in a research report on Thursday, October 23rd. Stephens boosted their price objective on Murphy USA from $425.00 to $475.00 and gave the company an “overweight” rating in a report on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Murphy USA in a research note on Monday, December 29th. Finally, Bank of America initiated coverage on Murphy USA in a report on Friday, January 9th. They set an “underperform” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $474.83.

Get Our Latest Analysis on MUSA

Murphy USA Company Profile

(Free Report)

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.