Murphy USA Inc.(MUSA)Stock Analysis
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Rank #1,434 of 2,961 stocksTOP 50%
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
MUSA Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Murphy USA Inc. (MUSA), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores MUSA at 52.7/100 on a 32-signal composite quality model, placing it at rank #1,434 of 2,961 stocks — the top half of the AI-ranked universe. MUSA scores in the top quartile across revenue scale (93.1), balance sheet strength (90.0). Areas of concern include institutional flow (18.1) and revenue growth (23.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Murphy USA Inc. reports quarterly revenue of $6.8B, net income of $209.1M, an operating margin of 4.5%. Top institutional holders of MUSA by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. MUSA trades on the NYSE exchange and files with the SEC under CIK 1573516. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MUSA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Murphy USA Inc. directly from SEC EDGAR. Murphy USA Inc.'s 13F Pro composite quality score has ranged between 49 and 69 since 2021, currently 52.7 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$6.8B
Net Income
Q2 2026
$209.1M
Free Cash Flow
Q2 2026
$123.3M
Operating Margin
Q2 2026
4.5%
ROIC
Q2 2026
41.1%
D/E Ratio
Q2 2026
2.79
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-4.2% YoYNet Income
-6.3% YoYOperating Income
-3.3% YoYEPS (Diluted)
-0.0% YoYTotal Assets
+4.1% YoYTotal Debt
+18.1% YoYOp. Cash Flow
-4.0% YoYFree Cash Flow
-3.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $19.38B -4.2% | $20.24B -6.0% | $21.53B -8.2% | $23.45B +35.1% | $17.36B +54.1% | $11.26B |
| Net Income | $470.6M -6.3% | $502.5M -9.8% | $556.8M -17.3% | $672.9M +69.5% | $396.9M +2.8% | $386.1M |
| Operating Income | $718.5M -3.3% | $742.9M -10.1% | $826.0M -14.7% | $968.4M +60.3% | $604.0M +8.1% | $559.0M |
| EPS (Diluted) | $24.10 -0.0% | $24.11 -5.4% | $25.49 -9.3% | $28.10 +88.3% | $14.92 +14.1% | $13.08 |
| Total Assets | $4.73B +4.1% | $4.54B +4.6% | $4.34B +5.3% | $4.12B +1.9% | $4.05B +50.7% | $2.69B |
| Total Debt | $2.18B +18.1% | $1.85B +2.7% | $1.80B -0.4% | $1.81B -0.5% | $1.82B +81.1% | $1.00B |
| Operating Cash Flow | $813.9M -4.0% | $847.6M +8.1% | $784.0M -21.2% | $994.7M +34.9% | $737.4M +30.8% | $563.7M |
| Free Cash Flow | $374.3M -3.9% | $389.5M -13.1% | $448.4M -35.0% | $689.4M +49.0% | $462.7M +38.9% | $333.0M |
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Available Research
13F Pro tracks comprehensive data for Murphy USA Inc. including:
Top Institutional Holders of MUSA
BlackRock, Inc.
$915.7M1,699,360 shVANGUARD PORTFOLIO MANAGEMENT LLC
$418.3M776,170 shVANGUARD CAPITAL MANAGEMENT LLC
$405.7M752,803 shFMR LLC
$381.3M707,663 shBoston Partners
$303.0M561,246 shSTATE STREET CORP
$300.6M557,928 shGEODE CAPITAL MANAGEMENT, LLC
$259.1M480,805 shHUNTINGTON NATIONAL BANK
$223.5M414,719 shRENAISSANCE TECHNOLOGIES LLC
$183.3M340,182 shDIMENSIONAL FUND ADVISORS LP
$163.2M302,862 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $915.7M | 1,699,360 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $418.3M | 776,170 |
| VANGUARD CAPITAL MANAGEMENT LLC | $405.7M | 752,803 |
| FMR LLC | $381.3M | 707,663 |
| Boston Partners | $303.0M | 561,246 |
| STATE STREET CORP | $300.6M | 557,928 |
| GEODE CAPITAL MANAGEMENT, LLC | $259.1M | 480,805 |
| HUNTINGTON NATIONAL BANK | $223.5M | 414,719 |
| RENAISSANCE TECHNOLOGIES LLC | $183.3M | 340,182 |
| DIMENSIONAL FUND ADVISORS LP | $163.2M | 302,862 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is MUSA a good stock to buy?
13F Pro's AI-powered analysis of Murphy USA Inc. (MUSA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MUSA are available on the MUSA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MUSA is classified as a mid company.
Which hedge funds own MUSA?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MUSA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Murphy USA Inc.'s investment landscape.