Murphy USA Inc. (MUSA) shares rose 36.2% over the past three months, significantly outperforming the Oil-Energy sector, which saw a decline of 0.4%. The company’s strong performance is attributed to investor confidence in its growth strategy and disciplined execution. In 2026, Murphy USA plans to open 45-55 new stores, supported by 18 locations already under construction, reflecting management’s confidence in consumer demand and site economics.
In Q1 2026, MUSA reported earnings of $7.28 per share, up from $2.63 in the previous year, driven by a 40.6% year-over-year increase in total fuel contribution to $403.9 million. Fuel contribution margins expanded to 35 cents per gallon from 25.4 cents. Merchandise sales also increased by 7.3% to $210.2 million, indicating a shift toward higher-margin products in the company’s portfolio.
Currently, Murphy USA operates over 1,800 stores across 27 states, serving nearly two million customers daily. Analysts have projected a significant increase in MUSA’s earnings estimates for 2026, rising from $25.52 to $32.32 per share, reflecting optimism about its continuing store expansion and favorable fuel economics.
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