Murphy Usa Inc Stock Price, News & Analysis

Murphy USA (NYSE: MUSA) announced a CEO transition and reaffirmed its 50/50 long-term capital allocation strategy on October 29, 2025. Mindy K. West will become President, CEO and join the board effective January 1, 2026; Andrew Clyde will retire December 31, 2025 and serve as non-executive advisor through February 2027.

The Board approved a new $2.0 billion share repurchase authorization effective after the existing program (≈$337 million remains) and declared a quarterly cash dividend of $0.63 per share (annualized $2.52), a 19% increase, record date Nov 10, 2025, pay date Dec 1, 2025. The company reaffirmed targets including opening ≥50 NTI locations per year and maintaining leverage under 2.5x.

Murphy USA (NYSE: MUSA) has announced its upcoming third quarter 2025 earnings release and conference call schedule. The company will release its Q3 2025 financial results after market close on Wednesday, October 29, 2025. A conference call to discuss the results will be held the following day on Thursday, October 30, 2025, at 10:00 a.m. CT.

Investors can access the call via webcast through Murphy USA's Investor Relations website, or by phone using the conference call number 1-888-330-2384 with conference ID 6680883. A replay of the webcast and transcript will be available shortly after the call concludes.

Murphy USA (NYSE:MUSA) has announced a 6% increase in its quarterly cash dividend. The company will pay a dividend of $0.53 per share, equivalent to $2.12 per share annually. The dividend will be paid on September 4, 2025, to shareholders of record as of August 25, 2025.

Murphy USA (NYSE:MUSA) reported strong Q2 2025 financial results, with net income of $145.6 million ($7.36 per diluted share), up from $144.8 million ($6.92 per diluted share) in Q2 2024. The company achieved a total fuel contribution of 32.0 cents per gallon, slightly higher than 31.7 cpg in Q2 2024.

Key performance metrics include merchandise contribution increasing 1.0% to $218.7 million with 20.0% unit margins, and Adjusted EBITDA of $286.0 million, up from $278.6 million year-over-year. The company actively returned value to shareholders through share repurchases of 470.7 thousand shares for $211.9 million and increased its quarterly dividend by 2.0% to $0.50 per share.

Murphy USA maintains strong expansion plans with 39 stores under construction and aims to deliver 50 new stores over the next 12 months to drive EBITDA growth into 2026.

Murphy USA (NYSE:MUSA) has announced its schedule for the second quarter 2025 earnings release and conference call. The company will release its Q2 2025 financial results after market close on Wednesday, July 30, 2025. A conference call to discuss the results will be held the following day, Thursday, July 31, 2025, at 10:00 a.m. CT.

Investors can access the call via webcast through Murphy USA's Investor Relations website or by dialing 1-888-330-2384 with conference ID 6680883. A replay of the webcast and transcript will be available shortly after the call concludes.

Murphy USA (MUSA) released an operational update ahead of two investor conferences in June. For Q2 2025 (April-May), the company reported all-in fuel margins of 31.7 cents, with retail margins at 29.6 cents. Total fuel volumes increased 0.5% but decreased 1.1% on same-store sales basis compared to Q2 2024. Total merchandise sales grew 1.1% with margin contribution up 0.3%. Both nicotine and non-nicotine segments showed slight declines, with nicotine sales down 0.9% and non-nicotine sales down 0.7% on SSS basis. Operating expenses increased 2.8% on an APSM basis. The company currently has 22 new stores and 18 raze-and-rebuild projects under construction.

Murphy USA (MUSA) reported Q1 2025 financial results with net income of $53.2 million ($2.63 per share), down from $66.0 million ($3.12 per share) in Q1 2024. Total fuel contribution increased to 25.4 cpg from 24.8 cpg year-over-year, while retail gallons decreased 1.9%. Merchandise contribution grew 2.3% to $195.9 million with improved margins of 19.6%. The company continued its shareholder returns through share repurchases of 321.1K shares for $151.2 million and increased its quarterly dividend by 2% to $0.50 per share. Notable developments include refinancing and upsizing both revolving credit facility to $750M and Term Loan B to $600M. Store expansion continued with 8 new-to-industry stores opened, though total store count was impacted by 4 closures.

Murphy USA Inc. (NYSE: MUSA) has appointed David C. Haley as an independent director to its Board of Directors. Haley, who serves as President Emeritus of HBK Capital Management, brings extensive experience in capital management and corporate leadership. His background includes leading HBK's High Yield and Distressed Investing team for the US and Europe. As a licensed attorney, Haley has guided companies through various corporate processes including formations, governance, financings, public offerings, and M&A. He holds degrees from Harvard University and Southern Methodist University School of Law. Haley currently serves on multiple boards including Southern Methodist University and Southwestern Medical Foundation, and has previously chaired the Board of Directors for the Managed Funds Association.

Murphy USA (NYSE: MUSA) has announced a 2% increase in its quarterly cash dividend. The company's Board of Directors has declared a quarterly dividend of $0.50 per share, which amounts to $2.00 per share annually. The dividend will be paid on June 2, 2025, to shareholders who are recorded as stockholders as of May 12, 2025.