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Murphy Usa Inc SEC Filings

MUSA NYSE

Welcome to our dedicated page for Murphy Usa SEC filings (Ticker: MUSA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

This page provides access to Murphy USA Inc. (NYSE: MUSA) SEC filings, giving investors a detailed view of the company’s regulatory disclosures as a retailer of gasoline and convenience merchandise. Through its filings with the U.S. Securities and Exchange Commission, Murphy USA reports information on its operations, financial condition, governance and capital allocation.

Murphy USA’s current reports on Form 8-K highlight material events such as quarterly earnings releases, leadership changes, Board appointments and capital allocation decisions. Recent 8-K filings have documented third quarter financial results, the authorization of a new share repurchase program, dividend declarations, the planned transition in the Chief Executive Officer role, and the appointment of a new independent director to the Board and its committees. Other 8-Ks describe executive departures and interim appointments in key finance roles, as well as severance protection and transition agreements for senior executives.

In addition to 8-Ks, investors can use this page to locate Murphy USA’s annual reports on Form 10-K and quarterly reports on Form 10-Q, which contain detailed discussions of fuel and merchandise contribution, store counts, operating expenses, debt and liquidity, and risk factors affecting the business. These periodic reports complement the company’s earnings news releases by providing full financial statements and management’s analysis.

Users can also review filings related to equity compensation and governance, such as references to the company’s omnibus incentive plan used for non-employee director equity awards, as cited in recent 8-K disclosures. For those monitoring insider and executive activity, Forms 3, 4 and 5, when available, provide information on beneficial ownership and changes in holdings.

Stock Titan enhances these SEC documents with AI-powered summaries that explain key points from lengthy filings, highlight important changes, and help readers understand how items like new share repurchase authorizations, dividend actions, leadership transitions and executive agreements may relate to Murphy USA’s broader strategy. Real-time updates from EDGAR ensure that new MUSA filings appear here promptly, alongside concise AI explanations.

Rhea-AI Summary

Murphy USA Inc. filed a current report to share an investor presentation for the Raymond James 2026 Institutional Investors Conference, outlining its growth strategy and updated outlook. The company highlights an organic expansion plan with 45 to 55 new stores and up to 30 raze-and-rebuilds in 2026, supported by technology-driven efficiency initiatives and a focus on merchandise mix evolution, especially nicotine and food and beverage.

The materials show historical adjusted EBITDA rising from $422.6M in 2019 to $1.02B in 2025, alongside significant share count reduction since the 2013 spin. For 2026–2030, base-case adjusted EBITDA targets range from $1.00B to $1.12B, with guidance for 2026 merchandise contribution of $890M–$900M and capital expenditures of $475M–$525M. Management frames these plans within a long-term strategic framework centered on organic growth, cost leadership, and disciplined capital allocation.

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Murphy USA Inc. senior vice president of fuels Keith A. Emery reported an open-market sale of 899 shares of common stock at $382.53 per share on February 26, 2026. Following this transaction, his directly held common stock position is reported as 0 shares.

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Fidelity Brokerage Services LLC filed a Form 144 notice reporting a proposed sale of 899 common shares of MUSA on 02/26/2026. The filing lists underlying restricted stock vesting entries of 299, 130, and 470 shares with vesting dates in 2025 and 2026

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Murphy USA Inc. executive Renee M. Bacon, Senior Vice President of Sales & Operations, reported an open-market sale of 2,844 shares of common stock at a weighted average price of $388.61 per share. After this transaction, she directly owns 3,083.3 shares of Murphy USA common stock.

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Murphy USA Inc. director Jeanne Linder Phillips reported an open-market sale of 1,155 shares of common stock on February 24, 2026 at a price of $395.19 per share. After this transaction, she directly holds 1,543 shares of Murphy USA common stock.

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MUSA submitted a Form 144 notice reporting planned sales of common stock through Fidelity Brokerage Services LLC on the NYSE. The excerpt lists vested restricted stock items of 806 shares (vesting date 02/06/2023) and 349 shares (vesting date 02/13/2026

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MUSA affiliate files Form 144 reporting sales of common stock. The filing shows sales by Renee Bacon of 353 shares on 02/10/2026 for $131,806.67 and 1,219 shares on 02/13/2026 for $470,643.71.

The record also lists restricted stock vesting events on 02/10/2024 (556 shares) and 02/14/2024 (2,288 shares) as compensation.

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Murphy USA Inc. operates a large U.S. fuel and convenience network, with 1,800 stores across 27 states as of December 31, 2025, mainly near Walmart locations and under the Murphy USA, Murphy Express and QuickChek brands. In 2025 the company sold about 4.8 billion gallons of motor fuel and continued to emphasize a low‑price, high‑volume strategy supported by a lean cost structure and owned real estate.

The company is returning substantial capital, having repurchased approximately $4.1 billion of stock over its history, including 1,536,701 shares for about $652.0 million in 2025, with $291.9 million remaining under its 2023 authorization. The quarterly dividend was raised four times during 2025 to $0.63 per share by Q4. Key risks highlighted include fuel price volatility, reliance on Core‑Mark for over 78% of merchandise, dependence on Walmart for traffic and site control, environmental and safety obligations, regulatory pressures on fuel, nicotine and labor, and the burden of below‑investment‑grade notes within its debt structure.

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Phillips Jeanne Linder reported acquisition or exercise transactions in a Form 4 filing for MUSA. The filing lists transactions totaling 1,119 shares. Following the reported transactions, holdings were 1,485 shares.

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Murphy USA Inc. director David C. Haley reported equity award activity involving restricted stock units (RSUs) and common shares. On February 12, 2026, he received a grant of 421 RSUs at an exercise price of $0 under the 2023 Omnibus Incentive Plan, increasing his directly held RSUs to 665.

On February 13, 2026, 244 RSUs (including dividend-equivalent units) vested and were converted on a one-for-one basis into 244 shares of common stock at $0, leaving 421 RSUs outstanding directly. Separately, 1,000 common shares are held indirectly, jointly with his spouse.

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FAQ

What is the current stock price of Murphy Usa (MUSA)?

The current stock price of Murphy Usa (MUSA) is $403.07 as of March 2, 2026.

What is the market cap of Murphy Usa (MUSA)?

The market cap of Murphy Usa (MUSA) is approximately 7.2B.

MUSA Rankings

MUSA Stock Data

7.24B
16.58M
Specialty Retail
Retail-auto Dealers & Gasoline Stations
Link
United States
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