MUSA

In the past six months, Murphy USA's stock (MUSA) increased by 5.02% as of September 22, 2026, despite experiencing a 10.6% decline in the month leading up to September 21, 2026, and a 1.68% slip on August 5, 2026. Key financial reports include Q1 2026 results, announced April 29, 2026, showing net income of $136.3 million ($7.28 per diluted share), a significant increase from Q1 2025, with total fuel contribution at 35.0 cents per gallon and merchandise contribution up 7.3% to $210.2 million; the company also repurchased shares and paid a dividend. Q2 2026 results, announced August 5, 2026, reported net income of $209.1 million ($11.27 diluted EPS), up from Q2 2025, with adjusted EBITDA increasing to $377.3 million, total fuel contribution growing 32.0% to $518.8 million due to higher retail fuel margins of 35.1 cpg, and merchandise contribution rising 4.0% to $227.4 million. Murphy USA increased its quarterly cash dividend to $0.64 per share (annualized $2.56) payable June 1, 2026, and subsequently to $0.65 per share (annualized $2.60) payable September 3, 2026. The company continued its share repurchase program, buying back approximately 143.1 thousand shares for $76.8 million in Q2 2026. Analyst sentiment is mixed, with some raising price targets while others express caution due to reliance on fuel and nicotine sales and potential fuel margin normalization.