US · Consumer Cyclical · Specialty Retail
EPS came in at 9.59 against a street estimate of 8.09 — a beat of 18.5%.
Analysts rate Murphy USA Inc a buy (6 buy, 5 hold, 0 sell out of 11) with an average price target of $616.00.
CONFIDENT Murphy USA is building a faster store pipeline, gaining fuel share, and seeing resilient customers, while competitive pockets and QuickChek remain pressures. Q3 FY26 Competitive intensity remains market-specific; management said pressure shifts predictably across the footprint. Analysts focused on store growth, fuel volumes and margins, operating expenses, competition, consumer resilience, nicotine, and QuickChek. Management emphasized pipeline execution, supply optionality, market-specific pressure, and disciplined consumers. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.25% |
| Vanguard Portfolio Management, LLC | 4.22% |
| Vanguard Capital Management, LLC | 4.10% |
| FMR Inc | 3.85% |
| Boston Partners Global Investors, Inc | 3.05% |
| State Street Corp | 3.04% |
| Geode Capital Management, LLC | 2.62% |
| Huntington National Bank | 2.26% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 total revenue was $6,889.7 million, up from $5,110.0 million in Q3 2025. • Q3 net income was $176.0 million versus $129. | 2026-10-30 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net income rose to $176.0 million, or $9.59 per diluted share, from $129.9 million, or $6.76 per diluted share, in Q3 2025 | 2026-10-28 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Murphy USA Inc. filed a Form 8-K dated October 22, 2026. • The company announced a dividend declaration that included an increase | 2026-10-22 |
| 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 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.72 / share ex-date Nov 4, 2026 · pay Dec 1, 2026 | 2026-11-04 |
| 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 |
| Announcement | Date |
|---|---|
| Dividend rate increased from the previous quarter Murphy USA announced that its board declared a quarterly dividend and increased the dividend rate compared with the prior quarter. The filing does not provide the new per-share amount, payme | 2026-10-22 |
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.