Murphy USA
Retails value-priced fuel and convenience merchandise through three store brands.
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Profile
Retails motor fuel and convenience merchandise through Murphy USA, Murphy Express and QuickChek, with Murphy-branded sites spanning the South, Midwest and Southwest and QuickChek serving the Northeast. The model combines value-priced fuel, high-traffic locations, loyalty programs and a food-and-beverage-led regional format.
Retails motor fuel and convenience merchandise through Murphy USA, Murphy Express and QuickChek. Murphy-branded stores cluster in the South, Midwest and Southwest, often near Walmart Supercenters, while QuickChek adds a food-and-beverage-led format in New Jersey and New York.
Builds new standalone sites, refreshes existing stores and uses Murphy Drive Rewards and Walmart+ fuel discounts to connect value-priced fuel with repeat convenience traffic. Company-owned and third-party terminals also support fuel supply and unbranded wholesale sales.
Fuel and merchandise margins move with refined-product prices, crude markets, supply interruptions and severe weather. The model also depends on the Walmart relationship, nicotine-product legislation and increasingly stringent environmental requirements.
Company facts
Categories
Key statistics
Year to date +24.2% · Average volume (30d) 282.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 29, 2026 | RBC Capital | Reiterate | Sector Perform | $517 | $619 |
| Jul 6, 2026 | Goldman Sachs | Upgrade | Neutral | $550 | |
| Jul 1, 2026 | Jefferies | Upgrade | Buy | $625 | |
| Jun 22, 2026 | Capital One Financial | Target | $710 | ||
| Jun 12, 2026 | KeyBanc | Target | $600 | $680 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $9.95 | $11.27 | +13.3% | $6.03B | $6.81B | +12.8% | −7.70% |
| Apr 29, 2026Q1 FY26 | $5.37 | $7.28 | +35.6% | $4.70B | $4.82B | +2.6% | +14.30% |
| Feb 4, 2026Q4 FY25 | $6.67 | $7.53 | +12.9% | $4.84B | $4.74B | −1.9% | −10.66% |
| Oct 29, 2025Q3 FY25 | $6.60 | $7.25 | +9.8% | $4.88B | $5.11B | +4.7% | −7.34% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $4.53B | $5.01B | $5.11B | $4.74B | $4.82B | $6.81B | |
| Gross profit | $148.4M | $270.1M | $269.6M | $282.6M | $261.5M | $746.5M | |
| Operating income | $88.3M | $219.2M | $214.3M | $217.4M | $204.9M | $304.9M | |
| Net income | $53.2M | $145.6M | $129.9M | $141.9M | $136.3M | $209.1M | |
| Diluted EPS | $2.63 | $7.37 | $6.75 | $7.53 | $7.28 | $11.27 | |
| Gross margin | 3.3% | 5.4% | 5.3% | 6.0% | 5.4% | 11.0% | |
| Operating margin | 2.0% | 4.4% | 4.2% | 4.6% | 4.3% | 4.5% |
Fiscal years (4-quarter sums)FY21 $17.36B · FY22 $23.45B · FY23 $21.53B · FY24 $20.24B · FY25 $19.38B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $175.4M · Total debt $2.74B · Total assets $5.09B · Shareholders' equity $782.7M
Dividends
Raised for 4 straight years — most recently to $0.65 from $0.64 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 24, 2026 | Aug 24 | Sep 3 | $0.65 | raised from $0.64 |
| May 18, 2026 | May 18 | Jun 1 | $0.64 | raised from $0.63 |
| Feb 23, 2026 | Feb 23 | Mar 5 | $0.63 | |
| Nov 10, 2025 | Nov 10 | Dec 1 | $0.63 | raised from $0.53 |
| Aug 25, 2025 | Aug 25 | Sep 4 | $0.53 | raised from $0.50 |
| May 12, 2025 | May 12 | Jun 2 | $0.50 | raised from $0.49 |
| Feb 24, 2025 | Feb 24 | Mar 5 | $0.49 | raised from $0.48 |
| Nov 4, 2024 | Nov 4 | Dec 2 | $0.48 | raised from $0.45 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 18.47M · Float 16.83M · 91.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.70M | 9.20% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 776.2K | 4.20% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 752.8K | 4.08% | 13F | Aug 13, 2026 |
| FMR LLC | 707.7K | 3.83% | 13F | Aug 13, 2026 |
| Boston Partners | 561.2K | 3.04% | 13F | Aug 4, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | Rosemary Turner | director | −966 | $571.88 |
| Jun 5, 2026 | Diane N. Landen | director | −3,000 | $547.25 |
| May 27, 2026 | Renee M. Bacon | officer: SVP, Chief Retail Officer | −1,050 | $529.44 |
| May 15, 2026 | Keith A. Emery | officer: SVP, Chief Fuels Officer | −517 | $574.49 |
| May 5, 2026 | Scott G. Woodward | officer: SVP, Chief Merchandising Off. | −158 | $600.50 |
Peers
- Casey's General Stores
Fuel, grocery and prepared food overlap across the Midwest and South
- ARKO
Regional c-store brands overlap in fuel, merchandise and foodservice
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Murphy USA | $503.19 | −0.05% | $9.29B | 15.3 | 16.6 | 0.4 | +36.0% |
| Casey's General Stores | $766.20 | +1.40% | $27.96B | 39.4 | 35.4 | 1.6 | +14.5% |
| ARKO | $4.38 | 0.00% | $490.3M | 61.4 | 33.7 | 0.1 | +17.4% |
| Median | 50.4 | 34.6 | 0.8 | +15.9% |