Murphy USA (MUSA) Director Rosemary Turner Sells 966 Shares
Murphy USA (MUSA) Director Rosemary Turner sold 966 shares of the company, valued at approximately $552,436, leaving her with 449 shares. This sale contributes to a year-long trend of insider selling with no insider purchases. Despite the insider selling, GuruFocus assesses MUSA as "Fairly Valued," trading about 9.7% above its intrinsic value estimate, and notes that a majority of tracked gurus have been adding to their positions.
Murphy USA Director Rosemary Turner Sells 966 Shares at $571.88 Each
Murphy USA Director Rosemary Turner sold 966 shares of the company's common stock at $571.88 per share on August 20, 2026, as disclosed in an SEC Form 4 filing. Following this transaction, which was not under a Rule 10b5-1 trading plan, Turner directly beneficially owns 449 shares. The sale totaled approximately $552,500 and was executed by attorney-in-fact Gregory L. Smith.
Rosemary Turner Sells 966 Shares of Murphy USA (NYSE:MUSA) Stock
Director Rosemary Turner sold 966 shares of Murphy USA (NYSE:MUSA) stock for over $552,000, reducing her ownership by 68.27%. This insider selling occurred after Murphy USA reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend. The company maintains a "Moderate Buy" consensus rating from analysts with an average price target of $606.89.
Murphy USA Director Sold Shares Worth Over $552K
Rosemary Turner, a Director at Murphy USA (MUSA), sold 966 shares of common stock for a total of $552,436 on August 20, 2026. Following this transaction, Turner directly owns 449 shares of the company. This information is based on an SEC Form 4 filing.
Murphy USA rolls out autonomous White Castle kiosks
Murphy USA announced it will deploy autonomous foodservice kiosks featuring White Castle products in select larger-format stores. These kiosks, developed by Automated Retail Technologies, will prepare and serve hot food through an automated system, requiring less space than traditional kitchens. This initiative aims to increase inside sales and traffic, with White Castle being the initial brand partner for the platform.
Murphy USA (NYSE: MUSA) director plans $552K share sale
Murphy USA Inc. director Rosemary Turner has filed a Rule 144 notice to sell 966 shares of common stock, valued at $552,436.08, through Merrill Lynch on the NYSE. The sale includes shares from restricted stock unit awards vesting in 2026. This transaction will not significantly impact the company's outstanding shares, which total 18,380,347.
Murphy USA Director Rosemary Turner Reports RSU Vesting on August 17, 2026
Murphy USA Inc. Director Rosemary Turner reported the vesting and settlement of Restricted Stock Units (RSUs) on August 17, 2026, as disclosed in a Form 4 filing. She acquired a total of 1,066 common stock shares at no cost through two separate RSU vesting events under the 2013 Stock Plan for Non-employee Directors and the 2023 Omnibus Incentive Plan. Following these transactions, Turner's direct beneficial ownership in Murphy USA Inc. increased to 1,415 shares, with additional RSU units remaining.
Murphy USA (MUSA) Is Up 5.5% After 23% Dividend Hike And Stronger Q2 2026 Earnings Results – Has The Bull Case Changed?
Murphy USA recently announced a 23% dividend hike and reported strong Q2 2026 earnings with revenue of US$6,806.1 million and net income of US$209.1 million. This positive news supports the company's existing investment narrative, emphasizing its healthy operations and capital return strategy through dividends and share repurchases. However, the long-term outlook still hinges on managing potential risks from accelerating EV adoption and maintaining merchandise resilience.
Meeder Asset Management Inc. Takes $4.24 Million Position in Murphy USA Inc. $MUSA
Meeder Asset Management Inc. has acquired a new position in Murphy USA Inc. (NYSE:MUSA) worth approximately $4.24 million, purchasing 7,864 shares. Other institutional investors have also adjusted their holdings in the company, which recently reported strong quarterly earnings of $11.27 EPS, beating analyst estimates, and increased its quarterly dividend. Analysts currently have a "Moderate Buy" consensus rating for Murphy USA.
5,612 Shares in Murphy USA Inc. $MUSA Bought by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. recently purchased 5,612 shares of Murphy USA Inc. (NYSE:MUSA) valued at approximately $3.0 million, making it a new position for the firm. Murphy USA has shown strong financial performance, exceeding quarterly expectations with $11.27 EPS and $6.81 billion in revenue, and analysts maintain a "Moderate Buy" consensus with an average price target of $606.89. The company also increased its quarterly dividend to $0.65 per share, indicating a 0.5% annual yield.
GSA Capital Partners LLP Makes New Investment in Murphy USA Inc. $MUSA
GSA Capital Partners LLP has acquired a new stake in Murphy USA Inc. (NYSE:MUSA) by purchasing 8,038 shares valued at approximately $4.33 million in the second quarter, making it their 20th-largest holding. Institutional investors now own 80.81% of Murphy USA, which recently reported strong quarterly earnings, beating estimates with revenue up 36% year-over-year. Analysts maintain a "Moderate Buy" consensus, and the company has increased its quarterly dividend.
Murphy USA sets a $0.65 quarterly payout for shareholders
Murphy USA Inc. (NYSE: MUSA) has declared a quarterly cash dividend of $0.65 per share, representing a 23% increase from the Q3 2025 dividend. This annualized payout totals $2.60 per share. The dividend is scheduled to be paid on September 3, 2026, to shareholders of record as of August 24, 2026.
Murphy USA (MUSA) Stock Looks Above Fair Value Following Its 272% Run
Murphy USA (MUSA) stock has seen a 272.2% return over the past five years, but current valuations suggest it's trading above its fair value. Both a Discounted Cash Flow (DCF) analysis and P/E ratio indicate the stock is overvalued, implying that significant optimism about future fuel margins and capital allocation is already priced in. Investors are cautioned that the current price may already reflect the bulk of its long-term cash flow potential, leaving little room for an attractive margin of safety.
Press Release: Murphy USA Inc. Announces Dividend Increase
Murphy USA Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.41 per share, representing a 5.1% increase from the previous quarter's dividend. The dividend is payable on September 14, 2026, to shareholders of record as of September 1, 2026. This increase reflects the company's strong financial performance and commitment to returning value to shareholders.
Murphy USA Continues High-Performance Streak
Murphy USA reported strong financial results for the second quarter of 2026, with net income rising to $209.1 million. This performance was driven by improved fuel volumes, merchandise contribution growth, and expense discipline, despite market volatility. The company plans to add approximately 45 new convenience stores and complete 10 raze-and-rebuilds in 2026, focusing on organic growth and lifecycle investments.
Murphy USA Inc. (NYSE:MUSA) Announces Dividend Increase - $0.65 Per Share
Murphy USA Inc. (NYSE:MUSA) has announced a 1.6% increase in its quarterly dividend to $0.65 per share, resulting in an annualized dividend of $2.56 and an approximate 0.5% yield. The dividend is well-covered with a current payout ratio of 9.2%, and analysts anticipate an 8.7% future payout ratio based on projected earnings of $29.58 per share. The company recently reported strong quarterly results, with earnings of $11.27 per share against an estimate of $9.95, and revenue increasing 36% year-over-year to $6.81 billion.
Bank of America Corp DE Has $41.33 Million Position in Murphy USA Inc. $MUSA
Bank of America Corp DE significantly reduced its stake in Murphy USA Inc. by 41.2% in the first quarter, selling 58,686 shares but retaining a position valued at $41.33 million. Despite this reduction, institutional investors collectively own 80.81% of Murphy USA. The company reported strong Q1 earnings, beating analyst expectations with an EPS of $11.27 and a 36% year-over-year revenue increase to $6.81 billion, leading to a 3.1% rise in share price at opening.
Murphy USA raises quarterly dividend 23% to $0.65 per share
Murphy USA Inc. (NYSE:MUSA) has announced a 23% increase in its quarterly cash dividend to $0.65 per share, payable on September 3, 2026, to stockholders of record as of August 24, 2026. This brings the annualized dividend to $2.60 per share. The company operates over 1,800 retail gasoline and convenience stores across 27 states in the U.S.
Murphy USA raises quarterly dividend 23% to $0.65, payable Sept. 3
Murphy USA (MUSA) has announced a 23% increase in its quarterly cash dividend to $0.65 per share, effective from its Q3 2025 dividend. This new annualized rate of $2.60 is payable on September 3, 2026, to shareholders of record as of August 24, 2026. The company operates approximately 1,800 stores across 27 states, serving around 2 million customers daily.
Murphy USA Inc. (MUSA) director James W. Keyes gifts 2,000 company shares
Murphy USA Inc. director James W. Keyes reported a gift of 2,000 shares of common stock on August 11, 2026, as detailed in a Form 4 SEC filing. Following this transaction, Keyes' direct holdings in the company amount to 13,366 common shares. The reported transaction was a bona fide gift, not a sale, and was not designated under a Rule 10b5-1 trading plan.
Murphy USA Inc. Announces Dividend Increase
Murphy USA Inc. has announced a quarterly cash dividend increase to $0.65 per share, totaling $2.60 annually. This marks a 23% increase from the Q3 2025 dividend and is 1.6% higher than the Q2 2026 dividend. The dividend will be payable on September 3, 2026, to shareholders recorded as of August 24, 2026.
Murphy USA (MUSA) Is Down 6.7% After EPS Jump and Major Buyback Completion - What's Changed
Murphy USA reported strong Q2 2026 earnings with increased revenue and net income, and a significant 15.67% share repurchase program completion. Despite these positive financial results, the stock is down 6.7%. The company's investment narrative focuses on its high-volume, low-cost fuel model and convenience stores, balancing fuel demand headwinds and EV risks with store expansion and digital initiatives.
Assenagon Asset Management S.A. Invests $5.49 Million in Murphy USA Inc. $MUSA
Assenagon Asset Management S.A. has acquired a new stake of 10,184 shares, valued at approximately $5.49 million, in Murphy USA Inc. The specialty retailer reported strong quarterly earnings with an EPS of $11.27 and revenue of $6.81 billion, exceeding analyst expectations. Despite some insider selling, institutional investors collectively own 80.81% of the company, and analysts maintain a "Moderate Buy" consensus with an average target price of $606.89.
Murphy USA (MUSA) Q2 2026 Earnings Call Transcript
Murphy USA reported strong Q2 2026 earnings, driven by higher fuel margins and merchandise contribution, with net income reaching $209.1 million and adjusted EBITDA at $377.3 million. The company saw increased fuel volumes and a 4.0% rise in merchandise contribution, while also executing share repurchases and increasing its quarterly dividend. Management provided FY 2026 guidance, expecting approximately $1.25 billion in Adjusted EBITDA and $636 million in net income, despite anticipating challenges in non-discretionary merchandise due to consumer budget pressures.
Murphy USA Q2 Earnings Beat Estimates on Strong Fuel Contribution
Murphy USA Inc. (MUSA) reported strong second-quarter 2026 earnings, surpassing analyst estimates due to robust fuel economics and increased retail volumes. The company's earnings per share rose significantly, driven by higher retail fuel margins and a solid merchandise contribution. MUSA also outlined its store growth plans and financial performance, including share repurchases and dividends, while providing an optimistic outlook for the remainder of 2026.
Should Investors Buy MUSA as Strong Growth Meets a Premium Valuation?
Murphy USA Inc. (MUSA) shows strong earnings momentum, favorable fuel economics, and a growing store base, with its 2026 earnings estimate rising. However, its valuation is at a premium compared to industry benchmarks, and its growth plan requires significant capital expenditures and faces challenges like uneven merchandise demand and elevated debt. While operating and estimate trends support a positive view, the high valuation suggests investors might want to wait for a more attractive entry point, as indicated by its Zacks Rank #3 (Hold).
Wedge Capital Management L L P NC Makes New Investment in Murphy USA Inc. $MUSA
Wedge Capital Management L L P NC has made a new investment in Murphy USA Inc. (NYSE:MUSA), purchasing 67,158 shares valued at approximately $36.2 million during the second quarter. This move comes as institutional investors collectively own a significant 80.81% of MUSA, and analyst sentiment has improved, leading to a "Moderate Buy" consensus rating with an average target price of $606.89. The company also recently exceeded quarterly expectations, reporting strong EPS and revenue figures, despite some insider stock sales.
Murphy USA (MUSA) Is Down 6.7% After EPS Jump and Major Buyback Completion - What's Changed
Murphy USA reported stronger Q2 2026 revenues and net income, with basic EPS reaching US$11.34. The company completed a significant share repurchase program, retiring 15.67% of shares, which contributed to its EPS growth. Despite these positive financial results, the article highlights ongoing challenges like fuel demand headwinds and EV risks, emphasizing the need for continued merchandise growth and successful store expansion.
Murphy USA Inc. Q2 2026 Earnings Call Summary
Murphy USA Inc. reported its Q2 2026 earnings, highlighting strong fuel performance due to supply chain advantages and stable retail fuel margins. The company's outlook for the second half of 2026 assumes conservative fuel margins and continued domestic fuel supply tightness. Strategic priorities include organic growth, disciplined capital allocation for land banking and existing stores, and leveraging the Murphy Drive Rewards program to enhance customer loyalty.
Murphy USA Inc (MUSA) Stock Down 7.7% but Still Overvalued -- GF Score: 77/100
Murphy USA Inc (MUSA) shares recently dropped by 7.7% to $536.18, yet GuruFocus indicates the stock is still overvalued with a GF Value™ of $466.19. Despite a strong GF Score™ of 77/100, driven by high profitability and growth, its momentum rank is weak and insiders have sold $3.7 million worth of stock in the last three months, signaling potential caution for investors. The current P/E ratio of 16.3x is also above its 5-year median, further suggesting it's trading at a premium.
Murphy USA Inc earnings beat by $1.70, revenue topped estimates
Murphy USA Inc (NYSE: MUSA) reported strong financial results for the second quarter, exceeding analyst expectations. The company's EPS came in at $11.27, beating estimates by $1.70, and revenue reached $6.81 billion, surpassing the consensus of $5.97 billion. Murphy USA's stock has shown significant growth, increasing by 58.04% in the last 12 months.
Murphy USA Inc (MUSA) (Q2 2026) Earnings Call Highlights: Resilient Fuel Margins and Loyalty ...
Murphy USA Inc (MUSA) delivered strong Q2 2026 results, highlighted by resilient fuel margins, rational competitor behavior, and significant growth in its Murphy Drive Rewards program. Despite challenges like supply tightness, consumer budget constraints, and increased construction costs, the company is seeing positive trends in QuickChek and improving margins in competitive markets. MUSA maintains a conservative outlook for the second half of 2026 but remains confident in its loyalty initiatives and long-term growth strategy.
Murphy USA (NYSE: MUSA) Q2 net income rises to $209M on $6.8B sales
Murphy USA reported a significant increase in Q2 2026 net income to $209.1 million on $6.8 billion in sales, up from $145.6 million on $5.0 billion in sales in Q2 2025. This growth was primarily driven by higher fuel and merchandise performance, including increased fuel contribution per gallon and stronger merchandise sales. The company also saw higher operating revenues and diluted EPS, despite increases in operating expenses, interest expense, and a higher effective tax rate.
Press Release: Murphy USA Inc. Reports Second Quarter 2026 Results
Murphy USA Inc. (MUSA) has reported its financial results for the second quarter of 2026. The company announced its earnings, highlighting key financial metrics and operational performance during this period. Further details regarding specific figures and comparisons to previous periods would be included in the full press release.
Murphy USA Inc. 2026: Revenue $6.81B, EPS $11.27— 10-Q Summary
Murphy USA Inc. (MUSA) reported strong financial results for the 2026 quarter, with revenue increasing to $6.81 billion and diluted EPS rising to $11.27. This significant growth, up from $5.01 billion and $7.36 in the prior-year quarter, was primarily driven by higher retail fuel prices and modest volume gains. The company's business highlights include a 36% year-over-year revenue growth and continued expansion efforts with 1,806 stores and a capital expenditure guidance of $475–$525 million for 2026.
Murphy USA Inc earnings beat by $1.70, revenue topped estimates
Murphy USA Inc (NYSE: MUSA) announced strong second-quarter results, surpassing analyst expectations with an EPS of $11.27 against an estimate of $9.57. The company also exceeded revenue forecasts, reporting $6.81 billion compared to the consensus of $5.97 billion. MUSA's stock has shown positive performance, increasing by 0.53% in the last three months and 58.04% over the past year, with a "good performance" financial health rating from InvestingPro.
Murphy USA (NYSE:MUSA) Shares Down 9.3% - Here's What Happened
Murphy USA (NYSE:MUSA) shares dropped 9.3% to $527 on Thursday, despite the company reporting stronger-than-expected quarterly results with EPS of $11.27 and revenue of $6.81 billion. Trading volume was significantly below average. Analysts generally maintain a "Moderate Buy" rating with an average price target of $596.44, though insiders have sold approximately $2.5 million worth of shares in the past 90 days.
Earnings call transcript: Murphy USA tops Q2 2026 estimates as shares fall
Murphy USA (MUSA) exceeded Q2 2026 profit and revenue estimates, reporting adjusted earnings of $11.27 per share against an expected $9.57 and revenue of $6.81 billion compared to a $5.97 billion forecast. Despite the strong performance, shares fell 8.84% due to a cautious company outlook and ongoing fuel-market volatility. Management emphasized the resilience of its business model in a challenging environment and maintained a conservative full-year guidance, particularly regarding fuel margins and merchandise sales.
Murphy USA Plunges 10.4% on EPS Beat
Murphy USA (MUSA) shares dropped 10.4% on August 6, 2026, despite the company beating Q2 2026 earnings per share and revenue estimates. The market's negative reaction suggests investors are concerned about factors beyond the reported numbers, possibly focusing on future guidance, margin compression, or other operational metrics. The sell-off, which saw the stock close at $520.09, indicates that investors may be wary of forward-looking challenges for the specialty retailer.
Murphy USA earnings beat Wall Street expectations
Murphy USA Inc. (MUSA) reported strong financial results for the second quarter, surpassing Wall Street expectations. The company announced net income of $209.1 million, or $11.27 per share, exceeding analyst estimates of $9.40 per share. Additionally, Murphy USA's revenue reached $6.81 billion, also outperforming forecasts.
Murphy USA Q2 net income jumps; CEO signals strong second half of year coming
Murphy USA reported a significant increase in its second-quarter net income, reaching $209.1 million compared to $145.6 million last year, driven by higher gas prices and strong operational performance. CEO Mindy West anticipates an even stronger second half of 2026, projecting net income of approximately $636 million and adjusted EBITDA of about $1.25 billion for the full year. Despite the positive earnings and revenue, the company's stock (NYSE: MUSA) remained flat on the day of the announcement.
Murphy USA (NYSE:MUSA) Releases Quarterly Earnings Results, Beats Expectations By $1.32 EPS
Murphy USA (NYSE:MUSA) reported strong quarterly earnings, beating analyst expectations by $1.32 EPS with revenue up 36% year-over-year. Despite the positive results and a raised quarterly dividend, the stock experienced a slight dip. Analyst sentiment for Murphy USA remains "Moderate Buy" with an average price target of $596.44.
Murphy USA Q2 2026 Earnings: Wider Fuel Margins Lift Profit
Murphy USA (NYSE: MUSA) reported strong Q2 2026 earnings, with operating revenue up 36.0% to $6.81 billion and diluted EPS rising 53.1% to $11.27. This growth was primarily driven by wider fuel margins and higher fuel volumes, which more than offset increased operating costs. The company maintained most of its 2026 guidance, with some metrics narrowed towards the low or high end, while insider transactions showed a net sale of shares.
Murphy USA Inc. (MUSA) Q2 2026 Earnings
Murphy USA Inc. (MUSA) reported strong Q2 2026 earnings, with EPS of $11.27 and revenue of $6.81 billion, both exceeding estimates by over 12%. The company's net income increased by 43.6% to $209.1 million due to widened retail margins of 35.1 cents per gallon. Management projects full-year net income near $636 million, assuming second-half margins stabilize at 35 cents.
Murphy USA Inc. Reports Second Quarter 2026 Results
Murphy USA Inc. reported strong second-quarter 2026 financial results, with net income rising to $209.1 million, or $11.27 per diluted share, compared to $145.6 million in Q2 2025. The company saw increased fuel contribution, retail fuel volumes, and merchandise contribution, attributing success to its low-cost, high-volume business model and continued expense discipline. Murphy USA also updated its 2026 guidance, expecting Net Income of approximately $636 million and Adjusted EBITDA of around $1.25 billion for the full year.
Murphy USA earnings up next: Can the fuel margin surge continue?
Murphy USA Inc. is preparing to report its second-quarter earnings, with analysts anticipating strong results driven by a surge in fuel margins. The key focus for investors will be whether these elevated fuel margins are sustainable and if management will raise its fiscal 2026 guidance. Additionally, execution on merchandise sales and new store openings will be closely watched to assess the company's long-term growth potential beyond current fuel tailwinds.
Redwood Investment Management LLC Makes New $1.02 Million Investment in Murphy USA Inc. $MUSA
Redwood Investment Management LLC has made a new $1.02 million investment in Murphy USA Inc. (NYSE:MUSA), acquiring 2,066 shares in the first quarter. Institutional investors now own 80.81% of the company, and analysts generally maintain a "Moderate Buy" rating with an average price target of $596.44. While the company increased its quarterly dividend to $0.64 per share, insiders sold approximately $2.49 million worth of shares over the past quarter.
California State Teachers Retirement System Buys 3,545 Shares of Murphy USA Inc. $MUSA
The California State Teachers Retirement System increased its holdings in Murphy USA Inc. by 20.5% during the first quarter, acquiring an additional 3,545 shares to reach a total of 20,820 shares valued at approximately $10.3 million. This comes as institutional investors collectively own 80.81% of the company's stock. Analysts currently maintain a "Moderate Buy" consensus rating for Murphy USA, with an average price target of $596.44.
Murphy USA Inc. $MUSA Shares Sold by First Trust Advisors LP
First Trust Advisors LP reduced its stake in Murphy USA (NYSE:MUSA) by 25.7% in Q1 2026, selling over 5,000 shares but still retaining a significant holding. Institutional investors collectively own 80.81% of the company, while insiders have sold a total of 46,225 shares recently. Murphy USA reported strong quarterly earnings, beating estimates, and increased its quarterly dividend, with analysts maintaining a "Moderate Buy" rating.
Murphy USA Market Sentiment
This article provides an overview of market sentiment for Murphy USA (MUSA), including analyst consensus, short interest, options flow, and recent insider activity. Key signals show an "Overweight" analyst consensus and declining short interest, while options flow indicates more calls. The article details analyst ratings, price targets, and insider transactions, offering a comprehensive look at investor perception of MUSA.
