Murphy USA said 18 stores were open year to date, 55 were under construction, and guidance remained around 45 to 50 openings. October fuel volumes were 100% of the prior year despite hurricane activity.
Murphy USA Inc. reported Q3 2026 net income of $176.0 million and diluted EPS of $9.59, compared with $129.9 million and $6.76 in Q3 2025. It declared a $0.72 per-share dividend payable December 1, 2026.
Murphy USA declared a quarterly cash dividend of $0.72 per share, or $2.88 per share on an annualized basis, an 11% increase from the Q3 2026 dividend; payment is December 1, 2026 to holders of record November 4, 2026.
TL;DR.Murphy USA reported substantially stronger Q3 2026 earnings, driven by higher fuel contribution, increased retail volumes and no restructuring expense, while returning capital through buybacks and a higher dividend and maintaining a store-opening pipeline intended to support 2027 growth. Merchandise contribution, retail fuel margins and operating expenses were pressured, while QuickChek and certain markets continued to face headwinds.
541 of 615 funds reported for Sep 30 · net -275.2K sh shares · +47 new
Insider flowDistributing
Net -$1.9M over 90 days · 100% sells
Short interestRising
5.72% of shares out · ▲ +2.6% MoM · 3.8 days cover
Volume signalNormal
Volume near normal
Institution breadthMulti-yr high
615 holders — near 3-yr high, broad support
Squeeze score65
elevated · 0–100
Fundamentals
Weak
Revenue growth−8%
Y/Y
EPS growth−0%
Y/Y
ValuationP/E 15.3
below peers
Buyback$2.0B
remaining
Balance sheet$2.2B
net debt
Quant / Vol
risk profile
Moderate
Volatility39%
annualized · 1-yr
Max drawdown−20%
past year
ATR3.2%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
what management promised — and delivered
Latest guidance
· from the 8-K filed Aug 5, 2026
Retail fuel volume per store (same-store YoY %)
· full-year 2026
Maintained
-3% – -1%
Feb 4, 2026-3% – -1%→changed toAug 5, 2026-3% – -1%
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Dividends per share over the trailing 365 days by ex-date · buyback figures as last
reported in SEC filings ("spent" derived as authorized − remaining; when several
programs run concurrently, authorized is their combined total per the newest filing) ·
components shown separately — trailing-year buyback spend isn't tracked, so no
combined shareholder yield is derived.
