Every material Form 8-K Murphy USA filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Murphy USA reported third-quarter 2026 net income of $176.0 million, or $9.59 per diluted share, up from $129.9 million, or $6.76 per share, a year earlier. The increase was driven mainly by higher total fuel contribution, while merchandise contribution fell 2.8%. The company also declared a quarterly dividend of $0.72 per share, an 11% increase from the Q3 2026 dividend, payable December 1, 2026.
Q3 2026 net income was $176.0 million, or $9.59 per diluted share, versus $129.9 million, or $6.76 per share, in Q3 2025
Total fuel contribution rose 24.6% to $479.4 million, from $384.8 million, with fuel contribution of 37.0 cpg versus 30.7 cpg
Merchandise contribution fell 2.8% to $234.5 million, with unit margins of 20.3% versus 21.5%
Quarterly dividend increased to $0.72 per share, payable December 1, 2026, to holders of record as of November 4, 2026
Murphy USA's board declared a quarterly cash dividend of $0.72 per share, or $2.88 annualized, an 11% increase from the Q3 2026 dividend. The dividend is payable December 1, 2026, to stockholders of record as of November 4, 2026, and the increase returns more cash to shareholders.
Quarterly cash dividend of $0.72 per share, or $2.88 per share annualized
Dividend represents an 11% increase from the Q3 2026 dividend
Payable December 1, 2026, to holders of record as of November 4, 2026
Murphy USA appointed Anish K. Shah as Vice President & Controller effective September 1, 2026, and he will also serve as principal accounting officer. Donald R. Smith, Jr., the Chief Financial Officer and Treasurer, stops serving as principal accounting officer on the same date.
Anish K. Shah, age 53, was appointed by the Board on August 31, 2026, effective September 1, 2026.
Shah's offer letter sets an annual base salary of $360,000, a 50% target cash bonus and an 80% target long-term equity award, as a percentage of base salary.
Shah will receive a one-time $25,000 cash sign-on bonus and is eligible for a relocation benefit under Company policy.
Shah previously was an Assurance Partner at PricewaterhouseCoopers LLP and retired from PwC in 2026.
Murphy USA reported second-quarter 2026 net income of $209.1 million, or $11.27 per diluted share, up from $145.6 million, or $7.36 per share, a year earlier. Adjusted EBITDA rose to $377.3 million from $286.0 million, and total operating revenues increased to $6.81 billion from $5.01 billion. Management expects 2026 net income of about $636 million and Adjusted EBITDA of about $1.25 billion, assuming second-half fuel margins average 35 cents per gallon, compared with 37.9 cents in the first half.
Q2 2026 net income was $209.1 million ($11.27 diluted EPS), versus $145.6 million ($7.36) in Q2 2025.
Total fuel contribution rose to 40.6 cents per gallon from 32.0 cents; total merchandise contribution rose 4.0% to $227.4 million.
Full-year 2026 outlook: net income of about $636 million and Adjusted EBITDA of about $1.25 billion, based on a 35 cents per gallon second-half fuel margin assumption.
Several full-year metrics are now expected at the low end of guidance, including merchandise contribution, store operating expenses and SG&A; the tax rate is expected at the higher end, and capital expenditures at the high end.
Murphy USA reported first-quarter 2026 net income of $136.3 million, or $7.28 per diluted share, up from $53.2 million, or $2.63 per share, a year earlier. Adjusted EBITDA rose to $277.9 million from $157.4 million, with higher fuel contribution and merchandise margins offsetting higher taxes, store operating costs, depreciation and interest expense.
Total fuel contribution was 35.0 cents per gallon, compared with 25.4 cents per gallon in Q1 2025.
Merchandise contribution rose 7.3% to $210.2 million, with unit margin of 20.0% versus 19.6%.
Same store fuel volumes declined 0.8%, and same store merchandise sales rose 2.8%.
The company repurchased about 169.0 thousand shares for $70.9 million and paid a $0.63 per share dividend on March 5, 2026.
Murphy USA's board appointed Donald R. Smith, Jr., who had been interim Chief Financial Officer since October 2025, as Senior Vice President, Chief Financial Officer and Treasurer, effective April 3, 2026. The filing raises his base salary to $550,000 and increases his target bonus and equity award levels, which adds to the company's compensation costs for its finance leadership.
Donald R. Smith, Jr., age 54, appointed CFO and Treasurer effective April 3, 2026; he had been interim CFO since October 2025
Annual base salary increased to $550,000; target annual cash bonus raised to 70% of base salary
Target long-term equity incentive raised to 125% of base salary; one-time cash bonus of $45,000 and 2026 equity top-up with targeted grant value of $260,000
Murphy USA reported fourth-quarter 2025 net income of $141.9 million, nearly flat from $142.5 million a year earlier, while diluted earnings per share rose to $7.53 from $6.96. For full-year 2025, net income fell to $470.6 million from $502.5 million, with diluted EPS of $24.10 compared with $24.11, and the company issued 2026 guidance calling for higher merchandise contribution and SG&A costs.
Q4 2025 total operating revenues were $4,743.6 million, up from $4,710.4 million; full-year revenues were $19,384.0 million, down from $20,244.3 million.
Q4 2025 total fuel contribution was 34.3 cents per gallon versus 32.5 cents in Q4 2024; full-year merchandise contribution rose to $869.0 million.
The company repurchased $652.0 million of common stock in 2025 and paid a quarterly dividend of $0.63 per share on December 1, 2025.
2026 guidance projects merchandise contribution of $890 million to $900 million and SG&A of $240 million to $250 million.
Murphy USA's board committee approved a pay package for Mindy K. West, promoted to chief executive, effective January 1, 2026. The committee also approved one-time retention awards for four executives during the CEO transition. The filing discloses pay terms only and no financial results, but it sets new leadership compensation costs for shareholders to track.
West's package includes a $1,000,000 base salary, a target annual cash incentive of 150% of base salary, and a 2026 long-term award with a targeted grant value of $5,000,000.
Retention grants approved January 12, 2026: $1,000,000 target value for Chris A. Click and $500,000 each for Renee M. Bacon, Robert J. Chumley and Donald R. Smith, Jr.
The retention awards are time-based restricted stock units that cliff vest on the third anniversary of the grant date, expected to be February 11, 2026.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Murphy USA filing is on SEC EDGAR ↗. 8-K briefs of other companies →