Redwood Investment Management LLC Makes New Investment in Murphy USA Inc. $MUSA

04 Aug 2026, 09:53 by Tristan Rich · The Markets Daily

Redwood Investment Management LLC purchased a new stake in Murphy USA Inc. (NYSE:MUSA – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 2,066 shares of the specialty retailer’s stock, valued at approximately $1,021,000.

Other institutional investors also recently made changes to their positions in the company. Verus Capital Partners LLC increased its position in Murphy USA by 40.0% during the 1st quarter. Verus Capital Partners LLC now owns 844 shares of the specialty retailer’s stock worth $417,000 after buying an additional 241 shares during the period. Bull Harbor Capital LLC bought a new position in shares of Murphy USA during the first quarter worth approximately $365,000. Amundi bought a new position in shares of Murphy USA during the first quarter worth approximately $438,000. California State Teachers Retirement System raised its position in shares of Murphy USA by 20.5% in the first quarter. California State Teachers Retirement System now owns 20,820 shares of the specialty retailer’s stock valued at $10,284,000 after buying an additional 3,545 shares in the last quarter. Finally, Royal Bank of Canada raised its position in shares of Murphy USA by 2.5% in the 1st quarter. Royal Bank of Canada now owns 12,797 shares of the specialty retailer’s stock valued at $6,322,000 after buying an additional 308 shares in the last quarter. Institutional investors own 80.81% of the company’s stock.

Wall Street Analyst Weigh In

MUSA has been the topic of several analyst reports. Wall Street Zen upgraded shares of Murphy USA from a “buy” rating to a “strong-buy” rating in a research report on Saturday, June 27th. KeyCorp boosted their price target on Murphy USA from $600.00 to $680.00 and gave the stock an “overweight” rating in a report on Friday, June 12th. Wells Fargo & Company upped their price objective on Murphy USA from $520.00 to $570.00 and gave the stock an “equal weight” rating in a research report on Monday, July 20th. Weiss Ratings raised Murphy USA from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, June 30th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $619.00 price objective on shares of Murphy USA in a research note on Wednesday, July 29th. Six analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $596.44.

Read Our Latest Stock Analysis on MUSA

Murphy USA Stock Performance

Shares of MUSA stock opened at $592.12 on Tuesday. The business’s 50-day moving average price is $572.94 and its 200-day moving average price is $507.04. Murphy USA Inc. has a 12 month low of $349.83 and a 12 month high of $636.04. The firm has a market capitalization of $10.94 billion, a price-to-earnings ratio of 20.47, a PEG ratio of 1.96 and a beta of 0.28. The company has a current ratio of 0.83, a quick ratio of 0.48 and a debt-to-equity ratio of 3.24.

Murphy USA Increases Dividend

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

Insider Buying and Selling

In other Murphy USA news, SVP Keith A. Emery sold 517 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $574.49, for a total transaction of $297,011.33. Following the sale, 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Renee M. Bacon sold 1,050 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $529.44, for a total transaction of $555,912.00. Following the completion of the transaction, the senior vice president owned 3,083 shares of the company’s stock, valued at approximately $1,632,263.52. This trade represents a 25.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 4,567 shares of company stock worth $2,494,673 in the last ninety days. Company insiders own 9.02% of the company’s stock.

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.

The company’s primary operations center on two retail formats.