Stocks Consumer discretionary MUSA
NYSE · Consumer discretionaryMurphy USA Inc. (MUSA)
Murphy USA Inc. brought in $23.3B of revenue over the twelve months to September 30, 2026, up 20.2% from a year earlier. Net income was $663.3M, a net margin of 2.9%. Operating cash flow minus capital spending left $374.3M of free cash flow in fiscal 2025. At September 30, 2026 it held $161.8M in cash against $2.2B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 30, 2026.
Key facts about Murphy USA Inc.
- Net worth
- Murphy USA Inc. has a market value (market cap) of $9.5B at the latest share price, and shareholders' equity of $793.8M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $19.4B (-4.2% year on year), with net income of $470.6M. Over the 12 months to September 30, 2026: revenue $23.3B, net income $663.3M.
- Cash flow
- In fiscal 2025 operations brought in $813.9M of cash; after $439.6M of capital spending, free cash flow was $374.3M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 30, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Murphy USA Inc.'s next report is expected around February 3, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Murphy USA Inc. declared dividends of $2.15 per share in fiscal 2025, a yield of 0.41% at the current price.
What Murphy USA Inc. does
Murphy USA Inc. is registered with the SEC under industry code SIC 5500 (Retail-Auto Dealers & Gasoline Stations). Its shares trade on NYSE under the ticker MUSA.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $19.4B | $470.6M | $24.10 | $374.3M |
| 2024 | $20.2B | $502.5M | $24.11 | $389.5M |
| 2023 | $21.5B | $556.8M | $25.49 | $448.4M |
| 2022 | $23.4B | $672.9M | $28.10 | $689.4M |
| 2021 | $17.4B | $396.9M | $14.92 | $462.7M |
| 2020 | $11.3B | $386.1M | $13.08 | $333M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where MUSA ranks in Consumer discretionary
Dividends
Murphy USA Inc. declared $2.15 per share in fiscal 2025. At the current price that is a yield of 0.41%. It paid out $41.5M in cash dividends, 9% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $2.15 | $41.5M | 9% |
| 2024 | $1.79 | $36.8M | 7% |
| 2023 | $1.55 | $33.4M | 6% |
| 2022 | $1.27 | $29.9M | 4% |
| 2021 | $1.04 | $27.3M | 7% |
| 2020 | $0.25 | $6.9M | 2% |
Latest SEC filings
What Murphy USA Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 30, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 35% to $6.9B versus the same quarter last year; diluted EPS $9.59 versus $6.76.
- October 28, 2026
- October 22, 2026
- September 2, 2026
- August 13, 2026
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 36% to $6.8B versus the same quarter last year; diluted EPS $11.27 versus $7.36.
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- August 5, 2026
- June 26, 2026
- May 27, 2026Other event 8-K
What is MUSA worth? A DCF from its reported cash flow
Insider trades
What the people running Murphy USA Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $1.9M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 3, 2026 | Goebel DavidDirector | Sold | 1,000 | $511.4K |
| November 2, 2026 | Smith Donald R JrSVP, CFO & Treasurer | Exercised options | 2,000 | - |
| November 2, 2026 | Smith Donald R JrSVP, CFO & Treasurer | Shares withheld for tax | 1,130 | $604.5K |
| November 2, 2026 | Smith Donald R JrSVP, CFO & Treasurer | Sold | 1,460 | $752.8K |
| September 3, 2026 | Bartko Eric J.SVP & Chief Customer Officer | Sold | 100 | $52.4K |
| August 20, 2026 | Turner RosemaryDirector | Sold | 966 | $552.4K |
| August 17, 2026 | Turner RosemaryDirector | Exercised options | 617 | - |
| August 17, 2026 | Turner RosemaryDirector | Exercised options | 449 | - |
Who owns MUSA
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 604 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 1,699,360 | +18,678 |
| Vanguard Portfolio Management LLC | 776,170 | +47,728 |
| Vanguard Capital Management LLC | 752,803 | +1,989 |
| Fmr LLC | 707,663 | -758,130 |
| Boston Partners | 561,246 | +24,341 |
| State Street Corp | 557,928 | +1,215 |
| Geode Capital Management, LLC | 480,805 | +104,788 |
| Huntington National Bank | 414,719 | +1 |
| Renaissance Technologies LLC | 340,182 | +108,320 |
| Dimensional Fund Advisors LP | 302,862 | +5,556 |
| Aqr Capital Management LLC | 304,067 | -11,851 |
| Norges Bank | 275,214 | new |
| Alliancebernstein L.P. | 292,024 | +107,861 |
| Clearbridge Investments, LLC | 263,095 | -6,080 |
| Barclays PLC | 262,887 | -269,546 |
| Marshall Wace, Llp | 245,820 | +41,291 |
| Morgan Stanley | 228,742 | +18,130 |
| Fuller & Thaler Asset Management, Inc. | 212,229 | +80,640 |
| Squarepoint Ops LLC | 187,342 | +161,748 |
| Invesco Ltd. | 170,266 | +101,143 |
Insiders
16 insiders reported holding 710,888 shares in total, about $369.3M at the last price.
| Holder | Shares |
|---|---|
| Deming Claiborne PDirector | 256,780 |
| Clyde R AndrewChief Executive Officer, Director | 190,19659,172 held indirectly |
| West Malynda KPresident & CEO, Director | 120,487 |
| Landen Diane NDirector | 50,841 |
| Murphy Robert MadisonDirector | 39,37939,379 held indirectly |
| Smith Donald R JrSVP, CFO & Treasurer | 21,227 |
| Keyes James WDirector | 13,366 |
| Chumley Robert JSVP Innovation | 6,008 |
| Click Christopher AEVP, Strategy, Growth & Innova | 5,760 |
| Bacon Renee MSVP, Chief Retail Officer | 3,083 |
Questions about MUSA
What does Murphy USA Inc. do?
Murphy USA Inc. is a company in the Consumer discretionary sector, listed on NYSE as MUSA. Its shares trade on NYSE under the ticker MUSA.
What is Murphy USA Inc.'s net worth?
Murphy USA Inc. has a market value (market cap) of $9.5B at the latest share price, and shareholders' equity of $793.8M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Murphy USA Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $663.3M on revenue of $23.3B, a net margin of 2.9%.
How much revenue does Murphy USA Inc. make?
Over the twelve months to September 30, 2026 Murphy USA Inc. reported revenue of $23.3B. That is 20.2% more than a year earlier.
When did Murphy USA Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 30, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 4, 2026.
When is Murphy USA Inc.'s next earnings report?
Murphy USA Inc.'s next report is expected around February 3, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Murphy USA Inc. pay a dividend?
Yes. Murphy USA Inc. declared dividends of $2.15 per share in fiscal 2025, a yield of 0.41% at the current price.
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Where the numbers come from
Financial figures are the values Murphy USA Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.