Strive U.S. Energy ETF Sees Insider Buying Index at 11.1%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 20 2025
0mins
Source: NASDAQ.COM
Insider Buying Activity: The Strive U.S. Energy ETF (DRLL) has 11.1% of its weighted holdings showing insider buying in the past six months.
Expand Energy Corp Holdings: Expand Energy Corp (EXE), making up 2.22% of DRLL, has had two directors and officers purchase shares recently, totaling $5,642,382 in value.
Murphy USA Inc Holdings: Murphy USA Inc (MUSA), the #21 largest holding in DRLL, also saw two directors and officers filing for share purchases, with a total value of $1,878,630.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
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Analyst Views on MUSA
Wall Street analysts forecast MUSA stock price to fall
4 Analyst Rating
1 Buy
2 Hold
1 Sell
Hold
Current: 558.800
Low
340.00
Averages
409.50
High
463.00
Current: 558.800
Low
340.00
Averages
409.50
High
463.00
About MUSA
Murphy USA Inc. is a retailer of gasoline and convenience merchandise with more than 1,800 stores located primarily in the Southwest, Southeast, Midwest and Northeast United States. The Company has one operating segment, which is Marketing. The Marketing segment includes its retail marketing stores and product supply and wholesale assets. The majority of its existing and new-to-industry (NTI) retail gasoline stores operate under the brand names of Murphy USA and Murphy Express. The majority of Murphy USA's stores are located in proximity to Walmart Supercenters. The Company also markets gasoline and other products at standalone stores under the Murphy Express and QuickChek brands. The Company has a network of retail gasoline and convenience stores in approximately 27 states. In addition, it markets fuel to unbranded wholesale customers through a mixture of Company-owned and third-party product distribution terminals and pipeline positions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Exchange Listing: The shares will trade on Nasdaq under the ticker symbol CMBY, which is expected to attract investor interest and enhance brand visibility while providing funding for future expansion initiatives.
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- Exchange Listing: The shares will trade on Nasdaq under the ticker symbol CMBY, which is expected to attract investor interest and enhance brand visibility while providing funding for future expansion initiatives.
- Historical Background: Founded in 1939 as a dairy farm in Rhode Island, Cumberland Farms opened its first convenience store in Bellingham, Massachusetts, 20 years later, and has since grown to 1,500 retail locations across New England and Florida, making it one of the fastest-growing convenience store chains in the U.S.
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See More
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- Murphy USA Upgrade: Jefferies upgrades Murphy USA (MUSA) from hold to buy, citing improving fuel margins that are expected to drive EBITDA outlook significantly higher by 20-25%, which will materially enhance the company's financial performance in the coming years.
- Abivax Upgrade: Jefferies raises Abivax (ABVX) to buy, noting strong data for its ulcerative colitis drug that alleviates key market concerns, which is likely to drive a rebound in the stock price.
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See More
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- EBITDA Growth Trend: Analysts highlighted that Casey's has experienced year-over-year quarterly EBITDA growth in the high teens, 20s, and 30s over the past few years, indicating that the market has become accustomed to this growth level, yet future guidance suggests a significant slowdown, which may impact investor confidence.
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- Price Target Setting: Capital One set a price target of $896 for Casey's based on a 20x multiple applied to near-term adjusted EBITDA estimates, while Murphy USA's price target is set at $710, reflecting confidence in its low-cost retail operating model.
See More
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- DaVita Performance Boost: DaVita raised its full-year adjusted operating income guidance to $2.15 to $2.25 billion, with first-quarter revenues reaching $3.42 billion, showcasing robust growth across its 3,262 centers worldwide.
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See More
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- Earnings Surprise Performance: Micron boasts an average earnings surprise of 21.7% over the last four quarters, while Murphy USA and Vertiv report 16.6% and 14.7% respectively, indicating strong performance against market expectations and boosting investor confidence.
- Momentum Scores: All three companies have received a B momentum score, reflecting their strong price trends and aligning with investor preferences for high-growth stocks, which could lead to higher investment returns.
- Long-term Investment Potential: Since 2000, Zacks' top stock-picking strategies have outperformed the S&P 500's average gain of 7.7% per year, and the performance of these momentum stocks is expected to further enhance overall portfolio returns, appealing to investors looking for long-term growth.
See More
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- Private Offering Size: Murphy USA's subsidiary, Murphy Oil USA, announced a private offering of $500 million in 5.875% senior notes due 2034, expected to close on May 27, which will strengthen the company's capital structure.
- Clear Use of Proceeds: The proceeds from this offering will be used to redeem $300 million of existing 5.625% senior notes, repay borrowings under its revolving credit facility, and for general corporate purposes, thereby optimizing the company's financial position.
- Positive Future Outlook: Despite fuel volatility, Murphy USA maintains its guidance for 45 to 55 new sites in 2026, demonstrating the company's confidence in future growth.
- Favorable Market Reaction: The notes are priced at a competitive 5.875% interest rate in the current market environment, which is expected to attract investor interest and enhance the company's image in the capital markets.
See More
