US · Consumer Cyclical · Specialty Retail
EPS came in at 11.27 against a street estimate of 9.40 — a beat of 19.9%.
Analysts rate Murphy USA Inc a buy (5 buy, 2 hold, 2 sell out of 9) with an average price target of $622.70.
CONFIDENT Q2 delivered strong results with positive same-store fuel volumes (+0.5%) and merchandise contribution dollars growing despite consumer budget pressures. Margin floor rising sustainably; NTI guidance lowered to 45 stores (organic only, no M&A assumed). Conservative H2 outlook intentional. Q2 FY26 Most states flipping to positive volume. Colorado and Florida main drags but showing margin recovery. Executives view competitive entry as cyclical; markets stabilize at higher margins over time. Analysts pressed on sustainability of elevated margins, supply timelines, and merchandise/NTI guidance conservatism. Management defended conservatism as intentional, cited structural margin floor from rising marginal costs, and deferred 2027 outlook pending macro clarity. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.14% |
| FMR Inc | 7.97% |
| Vanguard Capital Management, LLC | 4.08% |
| Vanguard Portfolio Management, LLC | 3.96% |
| State Street Corp | 3.03% |
| Boston Partners Global Investors, Inc | 2.92% |
| Barclays PLC | 2.90% |
| Huntington National Bank | 2.26% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 MURPHY USA INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • No financial performance data provided in this filing • Filing date: September 2, 2026 (reporti | 2026-09-02 |
| Reg FD disclosure · Q3 2026 MURPHY USA INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced dividend declaration with a rate increase from the previous quarter on August | 2026-08-13 |
| Quarterly report · Q2 2026 MURPHY USA INC. – 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net Income (6 months ended June 30, 2026): $345.4 million, up 73.6% from $198 | 2026-08-06 |
| Results announced · Q3 2026 MURPHY USA INC. Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income Q2 2026: $209.1 million, or $11.27 per diluted share (vs. $145.6 million / $7 | 2026-08-05 |
| Company announcement · Q2 2026 MURPHY USA INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Debt Issuance: Murphy Oil USA issued $500,000,000 aggregate principal amount of 5.875% Senior | 2026-05-27 |
| Quarterly report · Q1 2026 MURPHY USA INC. - Q1 2026 SUMMARY HEADLINE NUMBERS • Net Income Q1 2026: $136.3 million (vs. $53.2 million in Q1 2025) — increase of 156% • Diluted | 2026-05-07 |
| Proxy statement · Q2 2026 MURPHY USA INC. — 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Total 2025 compensation for Meg West (President & CEO): $5,281,498 • Breakdown: Ba | 2026-03-26 |
| Annual report FY2025 MURPHY USA INC. – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Total retail stores: 1,800 locations across 27 states (1,649 Murphy-branded; 151 QuickCh | 2026-02-18 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.65 / share ex-date Aug 24, 2026 · pay Sep 3, 2026 | 2026-08-24 |
| Dividend | $0.64 / share ex-date May 18, 2026 · pay Jun 1, 2026 | 2026-05-18 |
| Dividend | $0.63 / share ex-date Feb 23, 2026 · pay Mar 5, 2026 | 2026-02-23 |
| Dividend | $0.63 / share ex-date Nov 10, 2025 · pay Dec 1, 2025 | 2025-11-10 |
| Dividend | $0.53 / share ex-date Aug 25, 2025 · pay Sep 4, 2025 | 2025-08-25 |
| Announcement | Date |
|---|---|
| Dividend declaration with rate increase from previous quarter Murphy USA Inc. announced on August 13, 2026, that it has increased its quarterly dividend payment rate compared to the previous quarter. This announcement was made through an official news | 2026-08-13 |
| Dividend declaration with rate increase from previous quarter announced Murphy USA Inc. announced on May 7, 2026, that it is increasing its quarterly dividend payment to shareholders. This represents an increase from the previous quarter's dividend rate. The com | 2026-05-07 |
| New $2.0B share repurchase program authorized; dividend rate increased Murphy USA Inc. announced a planned leadership transition and shareholder-friendly capital allocation decisions. Mindy K. West, currently Executive Vice President and Chief Operating Officer | 2025-10-29 |
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Google PlayApp StoreData updated 2026-09-18.