Livforsakringsbolaget Skandia, Omsesidigt 13F: Adds $2.8M to MUSA Stake

Livforsakringsbolaget Skandia raised its stake in Murphy USA Inc. (NYSE:MUSA) by 269.0% during the quarter, according to a Form 13F filing with the Securities and Exchange Commission on October 21, 2026.

MUSA Murphy USA Inc.

$530.52 ▲ +31.40% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Livforsakringsbolaget Skandia's Murphy USA Position

The fund added 5,650 shares of the specialty retailer, growing its prior position of 2,100 shares up to a total of 7,750 shares. The reported value of the holding reached $3,906,233 at the close of the period.

Other Institutional Activity in Murphy USA

Boston Partners grew its holdings by 24,323 shares, ending with 561,246 shares worth about $296,259,305. Huntington National Bank kept its position steady at 414,719 shares valued at $218,913,565. Renaissance Technologies, LLC lifted its stake by 108,324 shares, finishing with 340,182 shares worth roughly $179,568,465. AQR Capital Management, LLC reduced its holdings by 11,847 shares, or 3.8%, to hold 304,067 shares valued at $160,504,802.

Murphy USA Inc. Stock Holds Steady

Murphy USA closed at $536.52 on October 21, 2026, and recently traded around that same level of $536.52 as of October 22, 2026. The stock trades about 1.2% above its 50-day moving average of $530.05 and roughly 4.6% above its 200-day moving average of $513.03. Shares sit 15.6% below their 52-week high of $636.05 and 53.4% above their 52-week low of $349.83. The consensus mean price target stands at $616.40, leaving the recent price about 13.0% below that target.

Recent Earnings

Murphy USA operates with trailing twelve-month revenue of $19.1 billion and earnings of $32.76 per share. The company reported a net profit margin of 3.2% and an annual return on equity of 86.4%. Its next quarterly earnings update is scheduled for October 28, 2026.

Dividend

The company pays an annual dividend rate of $2.60 per share, giving it a dividend yield of 0.48% alongside a payout ratio of 7.4%.

Insider Buying and Selling at Murphy USA Inc.

Several insiders made transactions prior to the filing. Director James W. Keyes sold 2,339 shares at $511.00 on June 1, 2026, for a total value of $1,195,229. Director Diane N. Landen disposed of 3,000 shares at $547.25 on June 5, 2026, worth $1,641,750. Director Rosemary Turner parted with 966 shares at $571.88 on August 20, 2026, totaling $552,436. Officer Eric J. Bartko sold 100 shares at $523.60 on September 3, 2026, valued at $52,360.

Analysts Set New Price Targets

Goldman Sachs upgraded the stock to a Neutral rating on July 6, 2026, lifting its target to $550.00 from $380.00. B of A Securities maintained a Neutral rating with a $625.00 target on July 10, 2026. Wells Fargo kept an Equal-Weight rating while moving its target to $570.00 on July 20, 2026. JP Morgan maintained an Overweight rating with a $633.00 target on August 7, 2026. RBC Capital kept a Sector Perform rating and adjusted its target to $612.00 on October 15, 2026. Wall Street analysts maintain a consensus buy rating on the stock.

About Murphy USA

Murphy USA operates retail motor fuel stations and convenience stores primarily across the Southeast, Southwest, and Midwest regions of the United States. Its retail footprint includes locations operating under the Murphy USA, Murphy Express, and QuickChek banners, serving drivers and everyday shoppers.

Bottom Line

Investors are keeping a close watch on Murphy USA ahead of its upcoming earnings report scheduled for October 28, 2026. Institutional interest remains active as the retailer approaches its next set of financial results.