The paperwork landed on October 14 like a subpoena at a bankruptcy auction – Argent Capital Management picked up 43,216 shares of Murphy USA, a $17 million gamble when the ink dried. Now they’re holding 130,640 shares, worth $50 million at quarter’s end, which in this business means they’re either prophets or patsies.
Smoke and Mirrors
SEC filings don’t lie, but they don’t tell the whole truth neither. Argent’s play here smells like a junkyard dog circling a Cadillac – 1.38% of their portfolio now tied to gas pumps and lottery tickets. Microsoft and Amazon still hog the spotlight, but this Murphy bet? That’s the dame in the backroom whispering sweet nothings about dividend yields and expansion plans.
The Numbers Game
| Metric | Value |
|---|---|
| Revenue (TTM) | $19.48 billion |
| Net Income (TTM) | $490.50 million |
| Dividend Yield | 0.52% |
| Price (as of market close 2025-10-13) | $375.91 |
Street Level
Murphy USA operates 1,679 gas stations across flyover country, where the asphalt cracks and the coffee’s always weak. They peddle fuel and fried snacks to truckers with hangovers and teenagers with empty wallets. Their numbers look like a bookie’s ledger – $19 billion in revenue, $490 million net profit, and a stock price down 23% year-over-year. The S&P 500’s dancing at the prom while Murphy’s stuck in the parking lot with a flat tire.
Inside the Wire
Argent’s playing chess while the rest of Wall Street shoots craps. They see those 50 new stores Murphy’s planning like a kid sees Christmas morning – 39 under construction, 90 waiting on permits. That Walmart partnership? It’s the only thing keeping their cash register ringing louder than a burglar alarm. Reinvesting profits into concrete and asphalt while the market snoozes – it’s either genius or a one-way ticket to Dead Man’s Curve.
Final Take
Murphy USA’s books smell like stale motor oil and desperation, but Argent’s sniffing opportunity in the fumes. When the market’s ready to believe again, those gas pumps might just become golden. Until then, it’s a long road to redemption. 🚗
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2025-10-15 02:57