MUSA Murphy USA Inc

Murphy USA Inc. (MUSA) is highlighted as a quietly successful gas station stock, trading near all-time highs despite lacking social media hype. The article details its profitable business model, which focuses on high-margin convenience store sales and strategic locations, alongside its strong shareholder returns. It also weighs the risks, including energy price volatility and the rise of electric vehicles, against its consistent cash flow generation compared to competitors.

Exchange Traded Concepts LLC significantly reduced its stake in Murphy USA Inc. (NYSE:MUSA) by 73.2%, selling 5,695 shares and retaining 2,083 shares valued at approximately $809,000. This comes alongside other institutional investors adjusting their holdings and CEO R. Andrew Clyde selling 16,250 shares. Murphy USA recently increased its quarterly dividend and analysts have issued varied ratings for the stock.

Argent Capital Management LLC significantly increased its stake in Murphy USA Inc. (NYSE:MUSA) by 49.4% in the third quarter of 2025, now owning 130,640 shares valued at approximately $50.7 million. Despite this, Murphy USA's CEO, R. Andrew Clyde, sold a substantial portion of his holdings, reducing his ownership by 15.88%. The company recently reported beats on quarterly EPS estimates and raised its quarterly dividend, while institutional investors and hedge funds collectively own over 80% of the stock.

Murphy USA Inc. (NYSE: MUSA) has received a consensus "Moderate Buy" rating from ten analysts, with an average 1-year target price of $474.00. The company recently reported strong Q3 earnings, beating EPS estimates, and increased its quarterly dividend to $0.63 per share. Insider activity includes CEO R. Andrew Clyde selling 24,733 shares, reducing his ownership by about 15.9%.

Thrivent Financial for Lutherans significantly increased its holdings in Murphy USA Inc. (NYSE:MUSA) by 186.9% in the second quarter, bringing its total stock position to $14.56 million. Other institutional investors also bought into the specialty retailer, which currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $474.00. The company recently announced an increase in its quarterly dividend and reported strong earnings, exceeding consensus estimates.

Texas Permanent School Fund Corp significantly increased its stake in Murphy USA (NYSE:MUSA) during Q2, adding 7,339 shares to hold a total of 22,443 shares valued at approximately $9.13 million. This comes as Murphy USA reported strong quarterly EPS, beating estimates, and recently raised its quarterly dividend to $0.63, maintaining a low payout ratio. Analysts generally hold a "Moderate Buy" rating for Murphy USA, with an average price target of $474.00 against its current price of around $406.11.