Retail-Auto Dealers & Gasoline Stations · SIC 5500

Murphy USA Inc.

MUSA

Watch

Latest revenue

$4.82B

as of 2026-03-31

Latest net income

$136.3M

as of 2026-03-31

Net margin

2.8%

as of 2026-03-31

Price · 5Y

+32.9% / yr 19.2 pts / yr vs S&P 500 312.9% total
Compare:

Live market

delayed ≤15 min
$542.74
0.33%
Market cap
$10.02B
Enterprise value
$10.02B
P/E (trailing)
21.3×
Forward P/E
P/B
Dividend yield
0.4%
52-wk high
$609.82
52-wk low
$345.23
Beta
Shares out
18.5M

5-year trend

What this company does

AI

Item 1. BUSINESS Murphy USA Inc. ("Murphy USA", the "Company", "we", "us", or "our") was incorporated in Delaware on March 1, 2013 and holds, through its subsidiaries, the former U.S. retail marketing business of its former parent company, Murphy Oil Corporation (“Murphy Oil”), plus other assets and liabilities of Murphy Oil that supported the activities of the U.S. retail marketing operations. In addition, on January 29, 2021, the Company acquired Quick Chek Corporation ("QuickChek"), a privately held convenience store chain. Our business consists primarily of the marketing of retail motor fuel products and convenience merchandise through a network of 1,733 (as of December 31, 2023) retail…

AI summary unavailable — showing raw filing excerpt

Generated from MUSA's filing dated 2024-02-16

Key risks

AI

Item 1A. RISK FACTORS You should carefully consider each of the following risks and all of the other information contained in this Annual Report on Form 10-K. Our business, prospects, financial condition, results of operations or cash flows could be materially and adversely affected by any of these risks, and, as a result, the trading price of our common stock could decline. Risks Relating to our Company Our business and our reputation could be adversely affected by the failure to protect sensitive customer, employee or vendor data or to comply with applicable regulations relating to data security and privacy. In the normal course of our business as a gasoline and merchandise retailer, we…

AI summary unavailable — showing raw filing excerpt

Generated from MUSA's filing dated 2024-02-16

Profitability

Operating margin

3.7%

1.0%

Net margin

2.4%

2.2%

Return on equity

75.5%

26.2%

Return on assets

10.0%

10.0%

Leverage

Debt / equity

6.58×

49.3%

Long-term debt / equity

3.47×

59.1%

Debt / assets

86.8%

6.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$4.82B+6.5%$136.3M+156.2%2.8%

Q4 2025

2025-12-31

$4.74B+0.7%$141.9M-0.4%3.0%

Q3 2025

2025-09-30

$5.11B-2.5%$129.9M-12.9%2.5%

Q2 2025

2025-06-30

$5.00B-8.2%$145.6M+0.6%2.9%

Q1 2025

2025-03-31

$4.53B-6.6%$53.2M-19.4%1.2%

Q4 2024

2024-12-31

$4.71B$142.5M3.0%

Q3 2024

2024-09-30

$5.24B-9.6%$149.2M-11.0%2.8%

Q2 2024

2024-06-30

$5.45B-2.4%$144.8M+9.0%2.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Retail-Auto Dealers & Gasoline Stations · SIC 5500

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Insider activity

Insider buying

$2.3M

Insider selling

$49.8M

Net activity

−$47.6M

Distinct insiders

10

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-15

Keith A. Emery

SVP, Chief Fuels Officer

Sale517$574.49$297.0K
2026-05-05

Scott G. Woodward

SVP, Chief Merchandising Off.

Sale158$600.50$94.9K
2026-05-04

Robert Madison Murphy

Director

Sale26,000$597.00$15.5M
2026-05-04

Robert Madison Murphy

Director

Sale15,500$596.90$9.3M
2026-03-05

Scott G. Woodward

SVP Merchandising

Sale137$422.44$57.7K
2026-03-05

Robert J Chumley

SVP Innovation

Sale5,038$420.00$2.1M
2026-02-26

Keith A. Emery

SVP Fuels

Sale899$382.53$343.9K
2026-02-24

Jeanne Linder Phillips

Director

Sale1,155$395.19$456.4K
2026-02-23

Renee M Bacon

SVP, Sales & Operations

Sale2,844$388.61$1.1M
2026-02-13

Eric J. Bartko

SVP & Chief Customer Officer

Sale345$404.84$139.7K
2026-02-13

Renee M Bacon

SVP, Sales & Operations

Sale1,219$386.09$470.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns MUSA

Institutional value

$3.68B

Total shares held

7.7M

Distinct holders

377

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.1.7M$830.2MNew
2VANGUARD CAPITAL MANAGEMENT LLC750.8K$370.9MNew
3VANGUARD PORTFOLIO MANAGEMENT LLC728.4K$359.8MNew
4Boston Partners536.9K$265.4MNew
5River Road Asset Management, LLC395.8K$195.5MNew
6DIMENSIONAL FUND ADVISORS LP297.3K$146.9MNew
7Clearbridge Investments, LLC269.2K$133.0MNew
8JPMORGAN CHASE & CO214.8K$106.9MNew
9Allianz Asset Management GmbH160.4K$79.2MNew
10UBS Group AG152.9K$75.5MNew
11HighTower Advisors, LLC149.6K$73.9MNew
12Bank of New York Mellon Corp149.1K$73.6MNew
13Fiera Capital Corp139.5K$68.9MNew
14ENVESTNET ASSET MANAGEMENT INC130.3K$64.4MNew
15VANGUARD FIDUCIARY TRUST CO107.4K$53.0MNew
16SOUTHERNSUN ASSET MANAGEMENT, LLC84.8K$41.9MNew
17Invesco Ltd.69.1K$34.1MNew
18Security National Bank52.6K$26.0MNew
19RHUMBLINE ADVISERS50.4K$24.9MNew
20Nuveen, LLC45.6K$22.5MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once MUSA's latest filing finishes processing.