Aankondiging • Jul 07
Murphy USA Inc. to Report Q2, 2026 Results on Aug 05, 2026 Murphy USA Inc. announced that they will report Q2, 2026 results After-Market on Aug 05, 2026 Buy Or Sell Opportunity • Jul 02
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 14% to €487. The fair value is estimated to be €400, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are forecast to decline by 0.7% per annum over the same time period. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €533, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €401 per share. Recent Insider Transactions • Jun 04
Independent Director recently sold €1.0m worth of stock On the 1st of June, James Keyes sold around 2k shares on-market at roughly €440 per share. This transaction amounted to 13% 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 €21m. Insiders have been net sellers, collectively disposing of €38m more than they bought in the last 12 months. Buy Or Sell Opportunity • Jun 03
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 27% to €448. The fair value is estimated to be €373, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are forecast to decline by 0.6% per annum over the same time period. Aankondiging • May 09
Murphy USA Inc. announces Quarterly dividend, payable on June 01, 2026 Murphy 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. Aankondiging • Apr 07
Murphy USA Inc. to Report Q1, 2026 Results on Apr 29, 2026 Murphy USA Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2026 Aankondiging • Mar 14
Murphy USA Inc., Annual General Meeting, May 07, 2026 Murphy USA Inc., Annual General Meeting, May 07, 2026. Location: murphy usa headquarters, 200 east peach street, el dorado, arkansas 71730., United States Aankondiging • Feb 13
Murphy USA Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on March 5, 2026 The 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. Aankondiging • Jan 14
Murphy USA Inc. to Report Q4, 2025 Results on Feb 04, 2026 Murphy USA Inc. announced that they will report Q4, 2025 results After-Market on Feb 04, 2026 Aankondiging • Dec 11
Murphy USA Inc. Appoints Michael G. Kulp as Independent Director and to the Audit Committee and the Executive Compensation Committee Murphy 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. Aankondiging • Sep 30
Murphy USA Inc. to Report Q3, 2025 Results on Oct 29, 2025 Murphy USA Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025 Aankondiging • Aug 15
Murphy USA Inc. Announces Quarterly Cash Dividend Increase, Payable on September 4, 2025 The 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. Aankondiging • Jul 02
Murphy USA Inc. to Report Q2, 2025 Results on Jul 30, 2025 Murphy USA Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025 Aankondiging • Mar 20
Murphy USA Inc. to Report Q1, 2025 Results on May 07, 2025 Murphy USA Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025 Aankondiging • Mar 19
Murphy USA Inc., Annual General Meeting, May 01, 2025 Murphy USA Inc., Annual General Meeting, May 01, 2025. Location: murphy usa headquarters, 200 east peach street, arkansas 71730, el dorado United States Aankondiging • Feb 14
Murphy USA Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on March 5, 2025 The 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. Aankondiging • Jan 03
Murphy USA Inc. to Report Q4, 2024 Results on Feb 05, 2025 Murphy USA Inc. announced that they will report Q4, 2024 results After-Market on Feb 05, 2025 Board Change • Nov 01
Insufficient new directors No 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 28
Second quarter dividend of US$0.48 announced Shareholders will receive a dividend of US$0.48. Ex-date: 4th November 2024 Payment date: 2nd December 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 8%. Aankondiging • Oct 25
Murphy USA Inc. Announces Quarterly Cash Dividend Increase, Payable on December 2, 2024 The 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. Aankondiging • Oct 02
Murphy USA Inc. to Report Q3, 2024 Results on Oct 30, 2024 Murphy USA Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024 Recent Insider Transactions • Aug 29
Independent Director recently sold €916k worth of stock On the 27th of August, James Keyes sold around 2k shares on-market at roughly €458 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 €7.9m. Insiders have been net sellers, collectively disposing of €30m more than they bought in the last 12 months. Declared Dividend • Aug 19
Second quarter dividend of US$0.45 announced Shareholders will receive a dividend of US$0.45. Ex-date: 26th August 2024 Payment date: 5th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 8%. Aankondiging • Aug 16
Murphy USA Inc. Announces Quarterly Dividend Increase, Payable on September 5, 2024 The 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 11
Independent Non-Executive Chairman recently sold €7.9m worth of stock On the 6th of August, Robert Murphy sold around 17k shares on-market at roughly €471 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 €18m. Reported Earnings • Aug 01
Second 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 4.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Jun 27
Murphy USA Inc. to Report Q2, 2024 Results on Jul 31, 2024 Murphy USA Inc. announced that they will report Q2, 2024 results After-Market on Jul 31, 2024 Declared Dividend • May 13
First quarter dividend of US$0.44 announced Shareholders will receive a dividend of US$0.44. Ex-date: 17th May 2024 Payment date: 3rd June 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 8%. Aankondiging • May 11
Murphy USA Inc. Announces Quarterly Cash Dividend, Payable on June 3, 2024 The 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. Reported Earnings • May 02
First 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 6.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Apr 02
Murphy USA Inc. to Report Q1, 2024 Results on May 01, 2024 Murphy USA Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024 Aankondiging • Mar 29
Murphy USA Inc., Annual General Meeting, May 09, 2024 Murphy 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 Recent Insider Transactions • Feb 27
Senior VP & Chief Digital Officer recently sold €880k worth of stock On the 22nd of February, Robert Chumley sold around 2k shares on-market at roughly €374 per share. This transaction amounted to 27% 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 €31m more than they bought in the last 12 months. Aankondiging • Feb 21
Murphy USA Inc Appoints Galagher Jeff as Chief Financial Officer, Effective March 1, 2024 Murphy USA Inc. announced Galagher Jeff has been hired as Chief Financial Officer, effective March 1, 2024. Jeff joins MUSA from Dollar Tree where he has served as SVP FP&A, Treasurer, and Chief Transformation Officer. Prior to Dollar Tree, Jeff was SVP Finance and Head of Strategy Transformation at Advanced Auto Parts. He also spent 11 years at Walmart, including roles as CFO of Walmart.com and VP US Merchandising Strategy, Pricing and Assortment and Business Analytics. Declared Dividend • Feb 19
Fourth quarter dividend of US$0.42 announced Shareholders will receive a dividend of US$0.42. Ex-date: 23rd February 2024 Payment date: 7th March 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 8%. Aankondiging • Feb 17
Murphy USA Inc. Announces Resignation of Fred L. Holliger as Director On 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. Aankondiging • Feb 16
Murphy USA Inc. Declares Quarterly Cash Dividend, Payable on March 7, 2024 The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of the company of $0.42 per share, or $1.68 per share on an annualized basis, reflecting a 2.4% increase from the prior quarter. The dividend is payable on March 7, 2024, to stockholders of record as of February 26, 2024. Reported Earnings • Feb 08
Full year 2023 earnings released: EPS: US$25.91 (vs US$28.63 in FY 2022) Full year 2023 results: EPS: US$25.91 (down from US$28.63 in FY 2022). Revenue: US$21.5b (up 1.2% from FY 2022). Net income: US$556.8m (down 17% from FY 2022). Profit margin: 2.6% (down from 3.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Feb 08
Murphy USA Inc. Provides Earnings Guidance for the Year 2024 Murphy USA Inc. provided earnings guidance for the year 2024. The company does not provide a projected range of all-in fuel margin, Adjusted EBITDA, or Net Income. However, for modeling purposes only, using all-in fuel margins of between 30.0 cpg and 34.0 cpg, combined with the mid-point of the official guided ranges above, management would expect the business to generate net income between $496 million and $631 million, respectively, which would translate to expected Adjusted EBITDA between $1 billion and $1.2 billion. Aankondiging • Dec 22
Murphy USA Inc. to Report Q4, 2023 Results on Feb 07, 2024 Murphy USA Inc. announced that they will report Q4, 2023 results After-Market on Feb 07, 2024 Recent Insider Transactions • Nov 22
Key Executive recently sold €2.4m worth of stock On the 16th of November, Renee Bacon sold around 7k shares on-market at roughly €338 per share. This transaction amounted to 70% 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 €10m. This was Renee's only on-market trade for the last 12 months. Recent Insider Transactions • Nov 12
Independent Non-Executive Chairman recently sold €10m worth of stock On the 8th of November, Robert Murphy sold around 30k shares on-market at roughly €342 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months. Reported Earnings • Nov 03
Third quarter 2023 earnings released: EPS: US$7.84 (vs US$9.46 in 3Q 2022) Third quarter 2023 results: EPS: US$7.84 (down from US$9.46 in 3Q 2022). Revenue: US$5.22b (down 7.3% from 3Q 2022). Net income: US$167.7m (down 24% from 3Q 2022). Profit margin: 3.2% (down from 3.9% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Oct 27
Murphy USA Inc. Declares Quarterly Cash Dividend, Payable on December 1, 2023 The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.41 per share, or $1.64 per share on an annualized basis, reflecting a 5.1% increase from the prior quarter. The dividend is payable on December 1, 2023, to stockholders of record as of November 6, 2023. New Risk • Oct 27
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.4% 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 Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks High level of debt (209% net debt to equity). Significant insider selling over the past 3 months (€16m sold). Aankondiging • Sep 30
Murphy USA Inc. to Report Q3, 2023 Results on Nov 01, 2023 Murphy USA Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023 Recent Insider Transactions • Aug 24
President recently sold €6.8m worth of stock On the 22nd of August, R. Clyde sold around 24k shares on-market at roughly €287 per share. This transaction amounted to 10% 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. Aankondiging • Aug 18
Murphy Usa Inc. Announces Quarterly Dividend, Payable on September 7, 2023 The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.39 per share, or $1.56 per share on an annualized basis, reflecting a 2.6% increase from the prior quarter. The dividend is payable on September 7, 2023, to stockholders of record as of August 28, 2023. Reported Earnings • Aug 03
Second quarter 2023 earnings released: EPS: US$6.12 (vs US$7.65 in 2Q 2022) Second quarter 2023 results: EPS: US$6.12 (down from US$7.65 in 2Q 2022). Revenue: US$5.59b (down 10% from 2Q 2022). Net income: US$132.8m (down 28% from 2Q 2022). Profit margin: 2.4% (down from 3.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Jun 29
Murphy USA Inc. to Report Q2, 2023 Results on Aug 02, 2023 Murphy USA Inc. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023 Recent Insider Transactions • May 23
Senior VP & Chief Digital Officer recently sold €276k worth of stock On the 19th of May, Robert Chumley sold around 1k shares on-market at roughly €257 per share. This transaction amounted to 14% 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 €21m more than they bought in the last 12 months. Recent Insider Transactions • May 14
Independent Director recently sold €142k worth of stock On the 10th of May, Jeanne Phillips sold around 550 shares on-market at roughly €259 per share. This transaction amounted to 17% 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 €23m more than they bought in the last 12 months. Reported Earnings • May 03
First quarter 2023 earnings released: EPS: US$4.89 (vs US$6.18 in 1Q 2022) First quarter 2023 results: EPS: US$4.89 (down from US$6.18 in 1Q 2022). Revenue: US$5.08b (up 10% from 1Q 2022). Net income: US$106.3m (down 30% from 1Q 2022). Profit margin: 2.1% (down from 3.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Feb 10
Murphy Usa Inc. Announces Quarterly Dividend, Payable on March 1, 2023 The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.37 per share, or $1.48 per share on an annualized basis, reflecting a 6% increase from the prior quarter. The dividend is payable on March 1, 2023, to stockholders of record as of February 21, 2023. Reported Earnings • Feb 04
Full year 2022 earnings released: EPS: US$28.63 (vs US$15.14 in FY 2021) Full year 2022 results: EPS: US$28.63 (up from US$15.14 in FY 2021). Revenue: US$21.3b (up 39% from FY 2021). Net income: US$672.9m (up 70% from FY 2021). Profit margin: 3.2% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Jan 04
Murphy USA Inc. to Report Q4, 2022 Results on Feb 01, 2023 Murphy USA Inc. announced that they will report Q4, 2022 results After-Market on Feb 01, 2023 Recent Insider Transactions • Nov 05
Independent Non-Executive Chairman recently sold €6.4m worth of stock On the 1st of November, Robert Murphy sold around 20k shares on-market at roughly €320 per share. This transaction amounted to 3.1% 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 €32m. Reported Earnings • Oct 27
Third quarter 2022 earnings released: EPS: US$9.46 (vs US$4.03 in 3Q 2021) Third quarter 2022 results: EPS: US$9.46 (up from US$4.03 in 3Q 2021). Revenue: US$6.19b (up 52% from 3Q 2021). Net income: US$219.5m (up 111% from 3Q 2021). Profit margin: 3.5% (up from 2.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Oct 21
Murphy USA Inc. Declares Quarterly Cash Dividend, Payable on December 1, 2022 The Board of Directors of Murphy USA Inc. declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.35 per share, or $1.40 per share on an annualized basis, reflecting a 9% increase from the prior quarter. The dividend is payable on December 1, 2022, to stockholders of record as of November 8, 2022. Buying Opportunity • Oct 18
Now 22% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €365, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 42%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings is forecast to decline by 12% per annum over the same time period. 
