Murphy USA (NYSE:MUSA) Posts Quarterly Earnings Results, Beats Expectations By $1.32 EPS

Posted by Brenda Bartman on Aug 7th, 2026

Murphy USA (NYSE:MUSA – Get Free Report) posted its earnings results on Wednesday. The specialty retailer reported $11.27 EPS for the quarter, topping analysts’ consensus estimates of $9.95 by $1.32, Zacks reports. Murphy USA had a return on equity of 102.84% and a net margin of 2.87%.The company had revenue of $6.81 billion for the quarter, compared to the consensus estimate of $6.03 billion. During the same period in the previous year, the business earned $7.36 earnings per share. The firm’s revenue for the quarter was up 36.0% on a year-over-year basis.

Murphy USA Stock Down 7.7%

Shares of NYSE MUSA opened at $536.48 on Friday. Murphy USA has a 1 year low of $349.83 and a 1 year high of $636.04. The firm has a 50-day simple moving average of $575.93 and a two-hundred day simple moving average of $509.65. The company has a market cap of $9.91 billion, a P/E ratio of 16.34, a PEG ratio of 1.88 and a beta of 0.28. The company has a debt-to-equity ratio of 3.24, a current ratio of 0.83 and a quick ratio of 0.48.

Insider Transactions at Murphy USA

In other news, SVP Keith A. Emery sold 517 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $574.49, for a total value of $297,011.33. Following the transaction, the senior vice president directly owned 500 shares in the company, valued at approximately $287,245. This represents a 50.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Renee M. Bacon sold 1,050 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $529.44, for a total transaction of $555,912.00. Following the completion of the transaction, the senior vice president directly owned 3,083 shares in the company, valued at $1,632,263.52. This represents a 25.41% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 4,567 shares of company stock worth $2,494,673. 9.02% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Murphy USA

Institutional investors have recently modified their holdings of the stock. NewEdge Advisors LLC grew its stake in Murphy USA by 10.2% in the first quarter. NewEdge Advisors LLC now owns 1,685 shares of the specialty retailer’s stock worth $792,000 after purchasing an additional 156 shares in the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of Murphy USA by 423.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock worth $28,000 after buying an additional 55 shares during the period. Cresset Asset Management LLC purchased a new stake in shares of Murphy USA in the 2nd quarter worth $603,000. Cerity Partners LLC bought a new position in shares of Murphy USA during the 2nd quarter worth $596,000. Finally, Qube Research & Technologies Ltd bought a new position in shares of Murphy USA during the 2nd quarter worth $227,000. 80.81% of the stock is owned by hedge funds and other institutional investors.

Key Murphy USA News

Here are the key news stories impacting Murphy USA this week:

Positive Sentiment: Strong earnings and revenue beat: Murphy USA reported Q2 earnings of $11.27 per diluted share, up from $7.36 a year earlier, while revenue increased 36% year over year to $6.81 billion. Results exceeded Wall Street expectations. Murphy USA Inc. Reports Second Quarter 2026 Results
Positive Sentiment: Fuel profitability improved: Total fuel contribution rose to 40.6 cents per gallon from 32.0 cents a year earlier, supporting the substantial year-over-year increase in earnings. Murphy USA Beats Q2 Earnings and Revenue Estimates
Neutral Sentiment: Management remains constructive on fuel economics: Murphy USA signaled an expected all-in fuel margin of approximately 35 cents per gallon in the second half of 2026, citing supply tightness. That would remain historically attractive, although below the Q2 level. Murphy USA Signals 35 Cent All-In Fuel Margin in H2 2026
Negative Sentiment: Forward-margin concerns likely outweighed the earnings beat: The projected second-half fuel margin suggests normalization from Q2’s exceptionally strong performance. Investors may also be taking profits after the stock’s substantial prior advance, making the market less forgiving of any indication that peak fuel profitability has passed. Murphy USA Q2 2026 Earnings Call Transcript

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. Capital One Financial started coverage on shares of Murphy USA in a report on Monday, June 22nd. They issued an “overweight” rating and a $710.00 target price for the company. Bank of America lifted their price objective on shares of Murphy USA from $600.00 to $625.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. Royal Bank Of Canada restated a “sector perform” rating and set a $619.00 target price on shares of Murphy USA in a research report on Wednesday, July 29th. Zacks Research downgraded shares of Murphy USA from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Finally, Wells Fargo & Company boosted their price objective on Murphy USA from $520.00 to $570.00 and gave the stock an “equal weight” rating in a research note on Monday, July 20th. Six equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, Murphy USA has a consensus rating of “Moderate Buy” and a consensus target price of $596.44.

Read Our Latest Research Report on Murphy USA

About Murphy USA

(Get Free Report)

Murphy USA is a leading downstream marketer of gasoline, diesel and convenience store products in the United States. Headquartered in El Dorado, Arkansas, the company was originally established as part of Murphy Oil Corporation and was spun off as an independent public entity in 2013. Since its separation, Murphy USA has focused on retail fueling services and convenience offerings designed to deliver value and convenience to consumers.

The company’s primary operations center on two retail formats.