Murphy Usa Inc Stock Price, News & Analysis

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.

Murphy USA (NYSE: MUSA) has announced its upcoming first quarter 2025 earnings release schedule. The company will disclose preliminary Q1 2025 results after market close on Wednesday, May 7, 2025.

A conference call to discuss the results is scheduled for Thursday, May 8, 2025, at 10:00 a.m. CT. Investors can access the call through a webcast on Murphy USA's Investor Relations website or dial in directly using the conference number 1-888-330-2384 with conference ID 6680883. A replay of the webcast will be available one hour after the call concludes, and a transcript will be provided shortly after.

Murphy USA (NYSE: MUSA) has announced its participation in the upcoming Raymond James 2025 Institutional Investors Conference. Andrew Clyde, President and CEO, is scheduled to present on Monday, March 3, 2025, at 10:25 a.m. Eastern Time. Investors and interested parties can access the live audio webcast of the presentation through Murphy USA's investor relations website at https://ir.corporate.murphyusa.com.

Murphy USA (NYSE: MUSA) announced that its Board of Directors has declared a quarterly cash dividend of $0.49 per share, representing a 2.1% increase from the previous quarter. On an annualized basis, this amounts to $1.96 per share. The dividend will be paid on March 5, 2025, to stockholders of record as of February 24, 2025.

Murphy USA (NYSE: MUSA) reported Q4 2024 net income of $142.5 million ($6.96 per diluted share), down from $150.0 million ($7.00 per diluted share) in Q4 2023. Full-year 2024 net income was $502.5 million ($24.11 per diluted share), compared to $556.8 million in 2023.

Key performance metrics include: Total fuel contribution remained steady at 32.5 cpg in Q4, while total retail gallons decreased 1.0%. Merchandise contribution increased 5.6% to $208.8 million with margins of 19.9%. The company repurchased approximately 239.7 thousand shares for $126.2 million during Q4.

For 2025, Murphy USA expects to open up to 50 new stores and complete up to 30 raze-and-rebuilds. The company projects merchandise contribution of $855-875 million and capital expenditures of $450-500 million.