View ValuationMurphy USA 将来の成長Future 基準チェック /16Murphy USAの収益は年間0.6%で減少すると予測されていますが、年間収益は年間5.9%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に80.7% 1.4%なると予測されています。主要情報-0.6%収益成長率1.36%EPS成長率Specialty Retail 収益成長15.0%収益成長率5.9%将来の株主資本利益率80.72%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • May 11First quarter dividend of US$0.64 announcedShareholders will receive a dividend of US$0.64. Ex-date: 18th May 2026 Payment date: 1st June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 9%.お知らせ • May 09Murphy USA Inc. announces Quarterly dividend, payable on June 01, 2026Murphy USA Inc. announced Quarterly dividend of USD 0.6400 per share payable on June 01, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$10,350, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Specialty Retail industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,707 per share.New Risk • May 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risks High level of debt (309% net debt to equity). Significant insider selling over the past 3 months (Mex$72m sold).Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$7.36 (vs US$2.67 in 1Q 2025)First quarter 2026 results: EPS: US$7.36 (up from US$2.67 in 1Q 2025). Revenue: US$4.82b (up 21% from 1Q 2025). Net income: US$136.3m (up 156% from 1Q 2025). Profit margin: 2.8% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Specialty Retail industry in South America.お知らせ • Apr 09+ 1 more updateMurphy USA Inc. Announces CFO Changes, Effective April 3, 2026Murphy USA Inc. announced on April 3, 2026, the Board of Directors of the company appointed Donald R. Smith, Jr., the Company’s current Interim Chief Financial Officer and Vice President, Chief Accounting Officer & Treasurer, as Chief Financial Officer of the Company, effective April 3, 2026. Mr. Smith, age 54, has been employed by Murphy USA since its 2013 spin-off from Murphy Oil Corporation, initially serving as Vice President and Controller (and designated as Chief Accounting Officer for reporting purposes). In 2024, Mr. Smith was also named as the Company’s Treasurer, and in October 2025 was also named Interim Chief Financial Officer of the Company. Prior to his service at Murphy USA, Mr. Smith served in progressive roles for over 14 years at KPMG, LLP and departed from KPMG as a Senior Manager in the Audit and Assurance Practice.お知らせ • Apr 07Murphy USA Inc. to Report Q1, 2026 Results on Apr 29, 2026Murphy USA Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2026お知らせ • Mar 14Murphy USA Inc., Annual General Meeting, May 07, 2026Murphy USA Inc., Annual General Meeting, May 07, 2026. Location: murphy usa headquarters, 200 east peach street, el dorado, arkansas 71730., United StatesValuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$7,650, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,486 per share.Recent Insider Transactions • Mar 11Senior Vice President of Innovation recently sold Mex$38m worth of stockOn the 5th of March, Robert Chumley sold around 5k shares on-market at roughly Mex$7,452 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$316m more than they bought in the last 12 months.Recent Insider Transactions • Feb 26Insider recently sold Mex$19m worth of stockOn the 23rd of February, Renee Bacon sold around 3k shares on-market at roughly Mex$6,684 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$290m more than they bought in the last 12 months.Reported Earnings • Feb 24Full year 2025 earnings released: EPS: US$24.38 (vs US$24.47 in FY 2024)Full year 2025 results: EPS: US$24.38 (down from US$24.47 in FY 2024). Revenue: US$17.0b (down 5.0% from FY 2024). Net income: US$470.6m (down 6.3% from FY 2024). Profit margin: 2.8% (in line with FY 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in South America.お知らせ • Feb 13Murphy USA Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on March 5, 2026The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.63 per share, or $2.52 per share on an annualized basis. This represents an increase of 29% from the first quarter 2025 dividend and is consistent with the fourth quarter 2025 dividend. The dividend is payable on March 5, 2026, to stockholders of record as of February 23, 2026.Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$24.38 (vs US$24.47 in FY 2024)Full year 2025 results: EPS: US$24.38 (down from US$24.47 in FY 2024). Revenue: US$19.4b (up 8.2% from FY 2024). Net income: US$470.6m (down 6.3% from FY 2024). Profit margin: 2.4% (down from 2.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in South America.お知らせ • Jan 14Murphy USA Inc. to Report Q4, 2025 Results on Feb 04, 2026Murphy USA Inc. announced that they will report Q4, 2025 results After-Market on Feb 04, 2026お知らせ • Dec 11Murphy USA Inc. Appoints Michael G. Kulp as Independent Director and to the Audit Committee and the Executive Compensation CommitteeMurphy USA Inc. has appointed Michael G. Kulp as an independent director of the company. Michael G. Kulp is the Founder and CEO of KBP Brands. Since its founding in 2011, KBP Brands has grown to operate more than 1,200 KFC, Taco Bell, Arby’s, and Sonic restaurants across 32 states, employing over 23,000 people. To achieve this impressive growth, Mr. Kulp has led KBP through over 95 multi-unit acquisitions across the United States. Beyond KBP, Mr. Kulp is the immediate past Chairman of Restaurant Supply Chain Solutions, LLC. He is also a board member and past chairman of Neurodiversity Innovations and previously served on the board of Airshare. Mr. Kulp has been appointed to the Audit Committee and the Executive Compensation Committee of the Board and will serve as a Class I Director with a term expiring at the 2026 annual meeting of stockholders.Board Change • Dec 08Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director David Haley was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 24CEO & Director recently sold Mex$287m worth of stockOn the 20th of November, R. Clyde sold around 41k shares on-market at roughly Mex$6,997 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was R.'s only on-market trade for the last 12 months.Declared Dividend • Nov 03Third quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 10th November 2025 Payment date: 1st December 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 13%.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$6.83 (vs US$7.30 in 3Q 2024)Third quarter 2025 results: EPS: US$6.83 (down from US$7.30 in 3Q 2024). Revenue: US$4.50b (down 3.0% from 3Q 2024). Net income: US$129.9m (down 13% from 3Q 2024). Profit margin: 2.9% (down from 3.2% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in South America.お知らせ • Oct 30+ 3 more updatesMurphy USA Inc. (NYSE:MUSA) announces an Equity Buyback for $2,000 million worth of its shares.Murphy USA Inc. (NYSE:MUSA) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its common stock. Th purpose of the program is to increase the value returned to shareholders and to ensure continuity of the long-term capital allocation strategy. Any repurchased shares will be available for use in connection with the company’s stock plans and for other corporate purposes. The program will be valid till December 31, 2030.Board Change • Oct 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director David Haley was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 19+ 1 more updateMurphy USA Inc. Announces Departure of Galagher Jeff as Executive Vice President, Effective October 14, 2025On October 17, 2025, Murphy USA Inc. (Company) announced the departure of Galagher Jeff, Executive Vice President, effective October 14, 2025. Mr. Jeff’s departure from the Company is not the result of any disagreement with the Company regarding any matters related to its operations or otherwise related to the Company’s financial performance or condition.お知らせ • Sep 30Murphy USA Inc. to Report Q3, 2025 Results on Oct 29, 2025Murphy USA Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025Buy Or Sell Opportunity • Aug 23Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$7,565. The fair value is estimated to be Mex$6,300, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.Declared Dividend • Aug 17Second quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 25th August 2025 Payment date: 4th September 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 11%.お知らせ • Aug 15Murphy USA Inc. Announces Quarterly Cash Dividend Increase, Payable on September 4, 2025The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.53 per share, or $2.12 per share on an annualized basis, reflecting a 6% increase from the prior quarter. The dividend is payable on September 4, 2025, to stockholders of record as of August 25, 2025.Recent Insider Transactions • Aug 08Independent Non-Executive Chairman recently bought Mex$34m worth of stockOn the 5th of August, Robert Murphy bought around 5k shares on-market at roughly Mex$6,892 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: US$7.45 (vs US$7.01 in 2Q 2024)Second quarter 2025 results: EPS: US$7.45 (up from US$7.01 in 2Q 2024). Revenue: US$5.01b (up 3.1% from 2Q 2024). Net income: US$145.6m (flat on 2Q 2024). Profit margin: 2.9% (in line with 2Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in South America.Board Change • Jul 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director David Haley was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 02Murphy USA Inc. to Report Q2, 2025 Results on Jul 30, 2025Murphy USA Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director David Haley was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 02+ 1 more updateMurphy USA Inc. Announces Quarterly Cash Dividend Increase, Payable on June 2, 2025The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.50 per share, or $2.00 per share on an annualized basis, reflecting a 2% increase from the prior quarter. The dividend is payable on June 2, 2025, to stockholders of record as of May 12, 2025.Buy Or Sell Opportunity • Apr 14Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$10,509. The fair value is estimated to be Mex$8,749, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.Board Change • Apr 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 20Murphy USA Inc. to Report Q1, 2025 Results on May 07, 2025Murphy USA Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Mar 19Murphy USA Inc., Annual General Meeting, May 01, 2025Murphy USA Inc., Annual General Meeting, May 01, 2025. Location: murphy usa headquarters, 200 east peach street, arkansas 71730, el dorado United StatesRecent Insider Transactions • Mar 05Insider recently sold Mex$19m worth of stockOn the 3rd of March, Renee Bacon sold around 2k shares on-market at roughly Mex$9,599 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$348m more than they bought in the last 12 months.Reported Earnings • Feb 24Full year 2024 earnings released: EPS: US$24.47 (vs US$25.91 in FY 2023)Full year 2024 results: EPS: US$24.47 (down from US$25.91 in FY 2023). Revenue: US$17.9b (down 6.9% from FY 2023). Net income: US$502.5m (down 9.8% from FY 2023). Profit margin: 2.8% (down from 2.9% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Specialty Retail industry in South America.Recent Insider Transactions • Feb 19Independent Director recently sold Mex$8.1m worth of stockOn the 13th of February, Rosemary Turner sold around 797 shares on-market at roughly Mex$10,164 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$356m more than they bought in the last 12 months.Board Change • Feb 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 14Murphy USA Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on March 5, 2025The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.49 per share, or $1.96 per share on an annualized basis, reflecting a 2.1% increase from the prior quarter. The dividend is payable on March 5, 2025, to stockholders of record as of February 24, 2025.Reported Earnings • Feb 06Full year 2024 earnings released: EPS: US$24.47 (vs US$25.91 in FY 2023)Full year 2024 results: EPS: US$24.47 (down from US$25.91 in FY 2023). Revenue: US$20.2b (up 5.2% from FY 2023). Net income: US$502.5m (down 9.8% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America.Board Change • Jan 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 03Murphy USA Inc. to Report Q4, 2024 Results on Feb 05, 2025Murphy USA Inc. announced that they will report Q4, 2024 results After-Market on Feb 05, 2025Board Change • Dec 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Oct 28Second quarter dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 4th November 2024 Payment date: 2nd December 2024 Dividend yield will be 0.2%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 8%.お知らせ • Oct 25Murphy USA Inc. Announces Quarterly Cash Dividend Increase, Payable on December 2, 2024The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.48 per share, or $1.92 per share on an annualized basis, reflecting a 6.7% increase from the prior quarter. The dividend is payable on December 2, 2024, to stockholders of record as of November 4, 2024.お知らせ • Oct 02Murphy USA Inc. to Report Q3, 2024 Results on Oct 30, 2024Murphy USA Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024Recent Insider Transactions • Aug 29Independent Director recently sold Mex$20m worth of stockOn the 27th of August, James Keyes sold around 2k shares on-market at roughly Mex$10,072 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$167m. Insiders have been net sellers, collectively disposing of Mex$602m more than they bought in the last 12 months.Declared Dividend • Aug 19Second quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 26th August 2024 Payment date: 5th September 2024 Dividend yield will be 0.09%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 8%.お知らせ • Aug 16Murphy USA Inc. Announces Quarterly Dividend Increase, Payable on September 5, 2024The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.45 per share, or $1.80 per share on an annualized basis, reflecting a 2.3% increase from the prior quarter. The dividend is payable on September 5, 2024, to stockholders of record as of August 26, 2024.Recent Insider Transactions • Aug 10Independent Non-Executive Chairman recently sold Mex$167m worth of stockOn the 6th of August, Robert Murphy sold around 17k shares on-market at roughly Mex$9,960 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by Mex$359m.Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$7.01 (vs US$6.12 in 2Q 2023)Second quarter 2024 results: EPS: US$7.01 (up from US$6.12 in 2Q 2023). Revenue: US$5.45b (up 9.2% from 2Q 2023). Net income: US$144.8m (up 9.0% from 2Q 2023). Profit margin: 2.7% (in line with 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in South America.お知らせ • Jul 03+ 1 more updateMurphy USA Inc.(NYSE:MUSA) dropped from Russell Small Cap Comp Value IndexMurphy USA Inc.(NYSE:MUSA) dropped from Russell Small Cap Comp Value Indexお知らせ • Jun 27Murphy USA Inc. to Report Q2, 2024 Results on Jul 31, 2024Murphy USA Inc. announced that they will report Q2, 2024 results After-Market on Jul 31, 2024Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$8,941, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Specialty Retail industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,946 per share.お知らせ • May 11Murphy USA Inc. Announces Quarterly Cash Dividend, Payable on June 3, 2024The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.44 per share, or $1.76 per share on an annualized basis, reflecting a 4.8% increase from the prior quarter. The dividend is payable on June 3, 2024, to stockholders of record as of May 20, 2024.Recent Insider Transactions • May 08Independent Director recently sold Mex$1.4m worth of stockOn the 6th of May, Rosemary Turner sold around 205 shares on-market at roughly Mex$6,761 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$16m. Insiders have been net sellers, collectively disposing of Mex$585m more than they bought in the last 12 months.Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$3.17 (vs US$4.89 in 1Q 2023)First quarter 2024 results: EPS: US$3.17 (down from US$4.89 in 1Q 2023). Revenue: US$4.84b (up 6.9% from 1Q 2023). Net income: US$66.0m (down 38% from 1Q 2023). Profit margin: 1.4% (down from 2.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in South America.Buy Or Sell Opportunity • Apr 17Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$7,160. The fair value is estimated to be Mex$5,777, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.お知らせ • Apr 02Murphy USA Inc. to Report Q1, 2024 Results on May 01, 2024Murphy USA Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024お知らせ • Mar 29Murphy USA Inc., Annual General Meeting, May 09, 2024Murphy USA Inc., Annual General Meeting, May 09, 2024, at 08:00 Central Standard Time. Location: 200 East Peach Street, El Dorado, Arkansas City United Statesお知らせ • Feb 17Murphy USA Inc. Announces Resignation of Fred L. Holliger as DirectorOn February 15, 2024, Fred L. Holliger, a director of Murphy USA Inc. since August 2013, member of the Executive Compensation Committee and member of the Nominating and Governance Committee of the Board of Directors, informed the Board that he would retire as a director effective at the 2024 annual meeting of shareholders.業績と収益の成長予測BMV:MUSA1 * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202821,608543427895312/31/202721,7075134078551012/31/202621,985591545929103/31/202617,2995545551,005N/A12/31/202517,018471374814N/A9/30/202517,008471367817N/A6/30/202517,149491365834N/A3/31/202517,598490370840N/A12/31/202417,909503390848N/A9/30/202418,275510430872N/A6/30/202418,854529475860N/A3/31/202418,991517431770N/A12/31/202319,238557448784N/A9/30/202319,564525427734N/A6/30/202319,973576494799N/A3/31/202321,194627491805N/A12/31/202221,266673689995N/A9/30/202220,682664636922N/A6/30/202219,136549640923N/A3/31/202216,856494562847N/A12/31/202115,319397463737N/A9/30/202113,480349410683N/A6/30/202111,793312251513N/A3/31/20219,861352442680N/A12/31/20209,504386333564N/A9/30/202010,082373309530N/A6/30/202010,849375346570N/A3/31/202012,152239158379N/A12/31/201912,101155N/A313N/A9/30/201912,150185N/A409N/A6/30/201912,315161N/A357N/A3/31/201912,375180N/A339N/A12/31/201812,524214N/A399N/A9/30/201812,376261N/A359N/A6/30/201811,800284N/A410N/A3/31/201811,144288N/A437N/A12/31/201710,854245N/A284N/A9/30/201710,534164N/A294N/A6/30/201710,324142N/A209N/A3/31/201710,135133N/A215N/A12/31/20169,633222N/A337N/A9/30/20169,492207N/A277N/A6/30/20169,824221N/A307N/A3/31/201610,291200N/A258N/A12/31/201510,731138N/A216N/A9/30/201511,365203N/A238N/A6/30/201512,617199N/A245N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MUSA1 *の収益は今後 3 年間で減少すると予測されています (年間-0.6% )。収益対市場: MUSA1 *の収益は今後 3 年間で減少すると予測されています (年間-0.6% )。高成長収益: MUSA1 *の収益は今後 3 年間で減少すると予測されています。収益対市場: MUSA1 *の収益 ( 5.9% ) MX市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: MUSA1 *の収益 ( 5.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MUSA1 *の 自己資本利益率 は、3年後には非常に高くなると予測されています ( 80.7 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 16:19終値2026/05/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Murphy USA Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Lisa LewandowskiBofA Global ResearchBonnie HerzogGoldman SachsCorey TarloweJefferies LLC10 その他のアナリストを表示
Declared Dividend • May 11First quarter dividend of US$0.64 announcedShareholders will receive a dividend of US$0.64. Ex-date: 18th May 2026 Payment date: 1st June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 9%.
お知らせ • May 09Murphy USA Inc. announces Quarterly dividend, payable on June 01, 2026Murphy USA Inc. announced Quarterly dividend of USD 0.6400 per share payable on June 01, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$10,350, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Specialty Retail industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,707 per share.
New Risk • May 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risks High level of debt (309% net debt to equity). Significant insider selling over the past 3 months (Mex$72m sold).
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$7.36 (vs US$2.67 in 1Q 2025)First quarter 2026 results: EPS: US$7.36 (up from US$2.67 in 1Q 2025). Revenue: US$4.82b (up 21% from 1Q 2025). Net income: US$136.3m (up 156% from 1Q 2025). Profit margin: 2.8% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Specialty Retail industry in South America.
お知らせ • Apr 09+ 1 more updateMurphy USA Inc. Announces CFO Changes, Effective April 3, 2026Murphy USA Inc. announced on April 3, 2026, the Board of Directors of the company appointed Donald R. Smith, Jr., the Company’s current Interim Chief Financial Officer and Vice President, Chief Accounting Officer & Treasurer, as Chief Financial Officer of the Company, effective April 3, 2026. Mr. Smith, age 54, has been employed by Murphy USA since its 2013 spin-off from Murphy Oil Corporation, initially serving as Vice President and Controller (and designated as Chief Accounting Officer for reporting purposes). In 2024, Mr. Smith was also named as the Company’s Treasurer, and in October 2025 was also named Interim Chief Financial Officer of the Company. Prior to his service at Murphy USA, Mr. Smith served in progressive roles for over 14 years at KPMG, LLP and departed from KPMG as a Senior Manager in the Audit and Assurance Practice.
お知らせ • Apr 07Murphy USA Inc. to Report Q1, 2026 Results on Apr 29, 2026Murphy USA Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2026
お知らせ • Mar 14Murphy USA Inc., Annual General Meeting, May 07, 2026Murphy USA Inc., Annual General Meeting, May 07, 2026. Location: murphy usa headquarters, 200 east peach street, el dorado, arkansas 71730., United States
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$7,650, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,486 per share.
Recent Insider Transactions • Mar 11Senior Vice President of Innovation recently sold Mex$38m worth of stockOn the 5th of March, Robert Chumley sold around 5k shares on-market at roughly Mex$7,452 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$316m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 26Insider recently sold Mex$19m worth of stockOn the 23rd of February, Renee Bacon sold around 3k shares on-market at roughly Mex$6,684 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$290m more than they bought in the last 12 months.
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: US$24.38 (vs US$24.47 in FY 2024)Full year 2025 results: EPS: US$24.38 (down from US$24.47 in FY 2024). Revenue: US$17.0b (down 5.0% from FY 2024). Net income: US$470.6m (down 6.3% from FY 2024). Profit margin: 2.8% (in line with FY 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in South America.
お知らせ • Feb 13Murphy USA Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on March 5, 2026The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.63 per share, or $2.52 per share on an annualized basis. This represents an increase of 29% from the first quarter 2025 dividend and is consistent with the fourth quarter 2025 dividend. The dividend is payable on March 5, 2026, to stockholders of record as of February 23, 2026.
Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$24.38 (vs US$24.47 in FY 2024)Full year 2025 results: EPS: US$24.38 (down from US$24.47 in FY 2024). Revenue: US$19.4b (up 8.2% from FY 2024). Net income: US$470.6m (down 6.3% from FY 2024). Profit margin: 2.4% (down from 2.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in South America.
お知らせ • Jan 14Murphy USA Inc. to Report Q4, 2025 Results on Feb 04, 2026Murphy USA Inc. announced that they will report Q4, 2025 results After-Market on Feb 04, 2026
お知らせ • Dec 11Murphy USA Inc. Appoints Michael G. Kulp as Independent Director and to the Audit Committee and the Executive Compensation CommitteeMurphy USA Inc. has appointed Michael G. Kulp as an independent director of the company. Michael G. Kulp is the Founder and CEO of KBP Brands. Since its founding in 2011, KBP Brands has grown to operate more than 1,200 KFC, Taco Bell, Arby’s, and Sonic restaurants across 32 states, employing over 23,000 people. To achieve this impressive growth, Mr. Kulp has led KBP through over 95 multi-unit acquisitions across the United States. Beyond KBP, Mr. Kulp is the immediate past Chairman of Restaurant Supply Chain Solutions, LLC. He is also a board member and past chairman of Neurodiversity Innovations and previously served on the board of Airshare. Mr. Kulp has been appointed to the Audit Committee and the Executive Compensation Committee of the Board and will serve as a Class I Director with a term expiring at the 2026 annual meeting of stockholders.
Board Change • Dec 08Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director David Haley was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 24CEO & Director recently sold Mex$287m worth of stockOn the 20th of November, R. Clyde sold around 41k shares on-market at roughly Mex$6,997 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was R.'s only on-market trade for the last 12 months.
Declared Dividend • Nov 03Third quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 10th November 2025 Payment date: 1st December 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 13%.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$6.83 (vs US$7.30 in 3Q 2024)Third quarter 2025 results: EPS: US$6.83 (down from US$7.30 in 3Q 2024). Revenue: US$4.50b (down 3.0% from 3Q 2024). Net income: US$129.9m (down 13% from 3Q 2024). Profit margin: 2.9% (down from 3.2% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in South America.
お知らせ • Oct 30+ 3 more updatesMurphy USA Inc. (NYSE:MUSA) announces an Equity Buyback for $2,000 million worth of its shares.Murphy USA Inc. (NYSE:MUSA) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its common stock. Th purpose of the program is to increase the value returned to shareholders and to ensure continuity of the long-term capital allocation strategy. Any repurchased shares will be available for use in connection with the company’s stock plans and for other corporate purposes. The program will be valid till December 31, 2030.
Board Change • Oct 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director David Haley was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 19+ 1 more updateMurphy USA Inc. Announces Departure of Galagher Jeff as Executive Vice President, Effective October 14, 2025On October 17, 2025, Murphy USA Inc. (Company) announced the departure of Galagher Jeff, Executive Vice President, effective October 14, 2025. Mr. Jeff’s departure from the Company is not the result of any disagreement with the Company regarding any matters related to its operations or otherwise related to the Company’s financial performance or condition.
お知らせ • Sep 30Murphy USA Inc. to Report Q3, 2025 Results on Oct 29, 2025Murphy USA Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
Buy Or Sell Opportunity • Aug 23Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$7,565. The fair value is estimated to be Mex$6,300, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.
Declared Dividend • Aug 17Second quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 25th August 2025 Payment date: 4th September 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 11%.
お知らせ • Aug 15Murphy USA Inc. Announces Quarterly Cash Dividend Increase, Payable on September 4, 2025The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.53 per share, or $2.12 per share on an annualized basis, reflecting a 6% increase from the prior quarter. The dividend is payable on September 4, 2025, to stockholders of record as of August 25, 2025.
Recent Insider Transactions • Aug 08Independent Non-Executive Chairman recently bought Mex$34m worth of stockOn the 5th of August, Robert Murphy bought around 5k shares on-market at roughly Mex$6,892 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: US$7.45 (vs US$7.01 in 2Q 2024)Second quarter 2025 results: EPS: US$7.45 (up from US$7.01 in 2Q 2024). Revenue: US$5.01b (up 3.1% from 2Q 2024). Net income: US$145.6m (flat on 2Q 2024). Profit margin: 2.9% (in line with 2Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in South America.
Board Change • Jul 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director David Haley was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 02Murphy USA Inc. to Report Q2, 2025 Results on Jul 30, 2025Murphy USA Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director David Haley was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 02+ 1 more updateMurphy USA Inc. Announces Quarterly Cash Dividend Increase, Payable on June 2, 2025The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.50 per share, or $2.00 per share on an annualized basis, reflecting a 2% increase from the prior quarter. The dividend is payable on June 2, 2025, to stockholders of record as of May 12, 2025.
Buy Or Sell Opportunity • Apr 14Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$10,509. The fair value is estimated to be Mex$8,749, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.
Board Change • Apr 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 20Murphy USA Inc. to Report Q1, 2025 Results on May 07, 2025Murphy USA Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Mar 19Murphy USA Inc., Annual General Meeting, May 01, 2025Murphy USA Inc., Annual General Meeting, May 01, 2025. Location: murphy usa headquarters, 200 east peach street, arkansas 71730, el dorado United States
Recent Insider Transactions • Mar 05Insider recently sold Mex$19m worth of stockOn the 3rd of March, Renee Bacon sold around 2k shares on-market at roughly Mex$9,599 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$348m more than they bought in the last 12 months.
Reported Earnings • Feb 24Full year 2024 earnings released: EPS: US$24.47 (vs US$25.91 in FY 2023)Full year 2024 results: EPS: US$24.47 (down from US$25.91 in FY 2023). Revenue: US$17.9b (down 6.9% from FY 2023). Net income: US$502.5m (down 9.8% from FY 2023). Profit margin: 2.8% (down from 2.9% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Specialty Retail industry in South America.
Recent Insider Transactions • Feb 19Independent Director recently sold Mex$8.1m worth of stockOn the 13th of February, Rosemary Turner sold around 797 shares on-market at roughly Mex$10,164 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$356m more than they bought in the last 12 months.
Board Change • Feb 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 14Murphy USA Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on March 5, 2025The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.49 per share, or $1.96 per share on an annualized basis, reflecting a 2.1% increase from the prior quarter. The dividend is payable on March 5, 2025, to stockholders of record as of February 24, 2025.
Reported Earnings • Feb 06Full year 2024 earnings released: EPS: US$24.47 (vs US$25.91 in FY 2023)Full year 2024 results: EPS: US$24.47 (down from US$25.91 in FY 2023). Revenue: US$20.2b (up 5.2% from FY 2023). Net income: US$502.5m (down 9.8% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America.
Board Change • Jan 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 03Murphy USA Inc. to Report Q4, 2024 Results on Feb 05, 2025Murphy USA Inc. announced that they will report Q4, 2024 results After-Market on Feb 05, 2025
Board Change • Dec 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Dave Goebel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Oct 28Second quarter dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 4th November 2024 Payment date: 2nd December 2024 Dividend yield will be 0.2%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 8%.
お知らせ • Oct 25Murphy USA Inc. Announces Quarterly Cash Dividend Increase, Payable on December 2, 2024The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.48 per share, or $1.92 per share on an annualized basis, reflecting a 6.7% increase from the prior quarter. The dividend is payable on December 2, 2024, to stockholders of record as of November 4, 2024.
お知らせ • Oct 02Murphy USA Inc. to Report Q3, 2024 Results on Oct 30, 2024Murphy USA Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
Recent Insider Transactions • Aug 29Independent Director recently sold Mex$20m worth of stockOn the 27th of August, James Keyes sold around 2k shares on-market at roughly Mex$10,072 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$167m. Insiders have been net sellers, collectively disposing of Mex$602m more than they bought in the last 12 months.
Declared Dividend • Aug 19Second quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 26th August 2024 Payment date: 5th September 2024 Dividend yield will be 0.09%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 8%.
お知らせ • Aug 16Murphy USA Inc. Announces Quarterly Dividend Increase, Payable on September 5, 2024The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.45 per share, or $1.80 per share on an annualized basis, reflecting a 2.3% increase from the prior quarter. The dividend is payable on September 5, 2024, to stockholders of record as of August 26, 2024.
Recent Insider Transactions • Aug 10Independent Non-Executive Chairman recently sold Mex$167m worth of stockOn the 6th of August, Robert Murphy sold around 17k shares on-market at roughly Mex$9,960 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by Mex$359m.
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$7.01 (vs US$6.12 in 2Q 2023)Second quarter 2024 results: EPS: US$7.01 (up from US$6.12 in 2Q 2023). Revenue: US$5.45b (up 9.2% from 2Q 2023). Net income: US$144.8m (up 9.0% from 2Q 2023). Profit margin: 2.7% (in line with 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in South America.
お知らせ • Jul 03+ 1 more updateMurphy USA Inc.(NYSE:MUSA) dropped from Russell Small Cap Comp Value IndexMurphy USA Inc.(NYSE:MUSA) dropped from Russell Small Cap Comp Value Index
お知らせ • Jun 27Murphy USA Inc. to Report Q2, 2024 Results on Jul 31, 2024Murphy USA Inc. announced that they will report Q2, 2024 results After-Market on Jul 31, 2024
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$8,941, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Specialty Retail industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,946 per share.
お知らせ • May 11Murphy USA Inc. Announces Quarterly Cash Dividend, Payable on June 3, 2024The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.44 per share, or $1.76 per share on an annualized basis, reflecting a 4.8% increase from the prior quarter. The dividend is payable on June 3, 2024, to stockholders of record as of May 20, 2024.
Recent Insider Transactions • May 08Independent Director recently sold Mex$1.4m worth of stockOn the 6th of May, Rosemary Turner sold around 205 shares on-market at roughly Mex$6,761 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$16m. Insiders have been net sellers, collectively disposing of Mex$585m more than they bought in the last 12 months.
Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$3.17 (vs US$4.89 in 1Q 2023)First quarter 2024 results: EPS: US$3.17 (down from US$4.89 in 1Q 2023). Revenue: US$4.84b (up 6.9% from 1Q 2023). Net income: US$66.0m (down 38% from 1Q 2023). Profit margin: 1.4% (down from 2.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in South America.
Buy Or Sell Opportunity • Apr 17Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$7,160. The fair value is estimated to be Mex$5,777, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.
お知らせ • Apr 02Murphy USA Inc. to Report Q1, 2024 Results on May 01, 2024Murphy USA Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024
お知らせ • Mar 29Murphy USA Inc., Annual General Meeting, May 09, 2024Murphy USA Inc., Annual General Meeting, May 09, 2024, at 08:00 Central Standard Time. Location: 200 East Peach Street, El Dorado, Arkansas City United States
お知らせ • Feb 17Murphy USA Inc. Announces Resignation of Fred L. Holliger as DirectorOn February 15, 2024, Fred L. Holliger, a director of Murphy USA Inc. since August 2013, member of the Executive Compensation Committee and member of the Nominating and Governance Committee of the Board of Directors, informed the Board that he would retire as a director effective at the 2024 annual meeting of shareholders.