Murphy USA (NYSE: MUSA) reported third-quarter 2026 net income of $176.0 million, or $9.59 per diluted share, compared with $129.9 million, or $6.76 per diluted share, a year earlier. Total operating revenues were $6.89 billion for the quarter ended September 30, 2026.
Total fuel contribution increased to $479.4 million from $384.8 million, while merchandise contribution declined 2.8% to $234.5 million. The company also announced a quarterly dividend of $0.72 per share payable December 1.
- Q3 diluted EPS was $9.59; basic EPS was $9.65.
- Total retail fuel volume increased 3.3% year over year.
- Fuel contribution was 37.0 cents per gallon, versus 30.7 cents per gallon a year earlier.
- Murphy USA repurchased approximately 287,100 shares for $157.7 million during the quarter.
- Store count was 1,808 at September 30, 2026.
$MUSA Insider Trading Activity
$MUSA insiders have traded $MUSA stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $MUSA stock by insiders over the last 6 months:
- ROBERT MADISON MURPHY has made 0 purchases and 2 sales selling 41,500 shares for an estimated $24,773,950.
- DIANE N LANDEN sold 3,000 shares for an estimated $1,641,750
- JAMES W KEYES sold 2,339 shares for an estimated $1,195,229
- RENEE M BACON (SVP, Chief Retail Officer) sold 1,050 shares for an estimated $555,912
- ROSEMARY TURNER sold 966 shares for an estimated $552,436
- KEITH A. EMERY (SVP, Chief Fuels Officer) sold 517 shares for an estimated $297,011
- SCOTT G. WOODWARD (SVP, Chief Merchandising Off.) sold 158 shares for an estimated $94,879
- ERIC J. BARTKO (SVP & Chief Customer Officer) sold 100 shares for an estimated $52,360
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MUSA Hedge Fund Activity
We have seen 285 institutional investors add shares of $MUSA stock to their portfolio, and 259 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 758,130 shares (-51.7%) from their portfolio in Q2 2026, for an estimated $408,533,513
- RIVER ROAD ASSET MANAGEMENT, LLC removed 289,345 shares (-73.1%) from their portfolio in Q2 2026, for an estimated $155,919,340
- BARCLAYS PLC removed 269,546 shares (-50.6%) from their portfolio in Q2 2026, for an estimated $145,250,253
- D. E. SHAW & CO., INC. removed 250,478 shares (-98.2%) from their portfolio in Q2 2026, for an estimated $134,975,079
- JANE STREET GROUP, LLC added 164,859 shares (+14589.3%) to their portfolio in Q2 2026, for an estimated $88,837,569
- SQUAREPOINT OPS LLC added 161,748 shares (+632.0%) to their portfolio in Q2 2026, for an estimated $87,161,144
- NORGES BANK added 149,504 shares (+118.9%) to their portfolio in Q2 2026, for an estimated $80,563,220
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
