STOCK TITAN

Murphy USA Inc. (MUSA) SEC Filings, Jul-Aug 2026

MUSA NYSE

Murphy USA Inc. filings document the company’s retail motor fuel and convenience merchandise operations, including results of operations, fuel contribution, merchandise margins, same-store sales measures, store growth, operating expenses and fuel supply activity. Current reports include earnings releases, dividend declarations, investor presentation materials and capital allocation disclosures such as share repurchases.

Proxy and governance filings cover board matters, executive compensation, equity incentive awards, shareholder voting items and leadership appointments. The filing record also reflects Regulation FD disclosures, Item 2.02 financial results, Item 5.02 officer and director changes, and Inline XBRL cover-page data tied to the company’s public reporting obligations.

Rhea-AI Summary

Murphy USA Inc. (MUSA) director Rosemary Turner reported the vesting and settlement of Restricted Stock Units (RSUs) into common stock. On 2026-08-17, RSUs representing 617.442 and 449.368 units, including accrued dividend equivalents, were exercised and settled on a one-for-one basis into 617 and 449 shares of Murphy USA common stock, with fractional dividend equivalents settled in cash. The RSUs originated from awards under the company’s 2013 Stock Plan for Non-employee Directors and 2023 Omnibus Incentive Plan.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Murphy USA Inc. director James W. Keyes reported a Form 4 transaction involving a bona fide gift of 2,000 shares of Murphy USA common stock on 2026-08-11. Following this gift transfer, Keyes’ directly held position is reported as 13,366 common shares.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.06%
Tags
insider
-
Rhea-AI Summary

Murphy USA Inc. declared a higher quarterly cash dividend of $0.65 per share, equal to $2.60 per share on an annualized basis. The company states this represents an increase of 23% from the Q3 2025 dividend and is 1.6% above the Q2 2026 dividend.

The dividend is payable on September 3, 2026 to stockholders of record as of August 24, 2026. Murphy USA describes itself as a leading gasoline and convenience retailer with more than 1,800 stores across 27 states, serving an estimated two million customers each day and employing approximately 16,900 people.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.06%
Tags
current report
Rhea-AI Summary

Murphy USA Inc. reported higher results for the quarter and six months ended June 30, 2026, driven mainly by fuel and merchandise performance. Second-quarter operating revenues were $6,806.1 million versus $5,005.0 million a year earlier, with net income of $209.1 million versus $145.6 million and diluted EPS of $11.27 versus $7.36. Total fuel contribution reached 40.6 cents per gallon, compared with 32.0 cpg, supported by higher ethanol RIN prices averaging $2.06 per RIN.

For the first half of 2026, operating revenues were $11,625.4 million versus $9,530.4 million, and net income was $345.4 million versus $198.8 million, with diluted EPS of $18.54 versus $9.95. These gains came alongside higher fuel and merchandise cost of goods sold, increased payment fees and labor, higher SG&A, depreciation and amortization, interest expense and an effective tax rate of 23.9% versus 21.9%.

Operating cash flow for the first half was $555.0 million, funding $219.2 million of property additions and repurchase of 312,087 shares at an average price of $473.40. At June 30, 2026, cash was $175.4 million, total assets $5,085.0 million, and total debt $2,186.1 million, with a reported total leverage ratio of 1.76 to 1.0 and an undrawn $750.0 million revolving credit facility.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
quarterly report
-
Rhea-AI Summary

FMR LLC and Abigail P. Johnson report beneficial ownership of 707,662.40 shares of MURPHY USA INC common stock, representing 3.8% of the outstanding class. This amended Schedule 13G filing reflects their status as holders of less than 5 percent of the class.

FMR LLC has sole voting power over 597,138.26 shares and sole dispositive power over 707,662.40 shares, with no shared voting or dispositive power. Abigail P. Johnson reports sole dispositive power over 707,662.40 shares but no voting power. One or more other persons may receive dividends or sale proceeds from these shares, but no such person holds more than five percent of the common stock.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
ownership
-
Rhea-AI Summary

Murphy USA Inc. reported Q2 2026 net income of $209.1 million and diluted EPS of $11.27, compared with $145.6 million and $7.36 a year earlier. Adjusted EBITDA was $377.3 million, with total operating revenues of $6,806.1 million driven by higher fuel prices and volumes and solid merchandise performance.

Total fuel contribution was $518.8 million on margins of 40.6 cents per gallon and retail gallons up 3.9%, while merchandise contribution was $227.4 million on 20.1% unit margins. The company repurchased 143.1 thousand shares for $76.8 million, paid a $0.64 quarterly dividend, and ended June 30 with $175.4 million of cash and $2.17 billion of long-term debt after issuing $500 million of 5.875% Senior Notes due 2034 and retiring $300 million due 2027. Management’s 2026 outlook, assuming second-half all-in fuel margins of 35 cents per gallon, points to approximately $636 million of Net Income and $1.25 billion of Adjusted EBITDA.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-7.7%
Tags
current report
Rhea-AI Summary

MILLER DAVID B reported acquisition or exercise transactions in this Form 4 filing.

Murphy USA Inc. director David B. Miller received a grant of 47.742 restricted stock units as compensation. These fully vested RSUs were issued in lieu of his quarterly cash retainer under the 2023 Omnibus Incentive Plan and include related dividend equivalent units. Settlement of the RSUs and accrued dividend equivalents is deferred until his termination of service from the board. Following this award, Miller holds a total of 896.697 RSUs tied to Murphy USA common stock.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

DEMING CLAIBORNE P reported acquisition or exercise transactions in this Form 4 filing.

Murphy USA Inc. director Claiborne P. Deming received a grant of 56.835 restricted stock units (RSUs) tied to Murphy USA common stock. The award was made at $0.00 per unit under the 2023 Omnibus Incentive Plan and represents a fully vested grant in lieu of quarterly cash retainers.

After this award, Deming now holds a total of 1,071.799 RSUs. According to the disclosure, settlement of these RSUs, including accrued dividend equivalent units, has been deferred until Deming’s termination of service from the board.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Phillips Jeanne Linder reported acquisition or exercise transactions in this Form 4 filing.

Murphy USA Inc. director Jeanne Linder Phillips received a grant of 47.742 Restricted Stock Units on Common Stock as a compensation award. These fully-vested RSUs were issued in lieu of her quarterly cash retainer under the 2023 Omnibus Incentive Plan.

After this grant, she holds a total of 427.766 RSUs, including dividend equivalent units. Settlement of the RSUs and related dividend equivalents has been deferred until her termination of service from the Board, in line with her deferral election.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

Taylor Jack T reported acquisition or exercise transactions in this Form 4 filing.

Murphy USA Inc. director Jack T. Taylor received a grant of 59.109 Restricted Stock Units as compensation under the 2023 Omnibus Incentive Plan. These fully-vested RSUs were issued instead of his quarterly cash retainer and will be settled after his Board service ends, with units including accrued dividend equivalents. Following this award, he holds 1,115.794 RSUs directly.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider

FAQ

How many Murphy USA (MUSA) SEC filings are available on StockTitan?

StockTitan tracks 142 SEC filings for Murphy USA (MUSA), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Murphy USA (MUSA)?

The most recent SEC filing for Murphy USA (MUSA) was filed on August 19, 2026.