MUSA Murphy USA Inc. Common Stock
NYSE · Retail · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$515.02
· of 52w range
· above low
· to high
$349.8352w low
$636.0552w high
P/E (TTM)
15.8
EPS (TTM)
$32.66
Revenue (TTM)
$21.48B
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52W Range
$350–$636
Analyst Rating
BUY
Price Target
$618
P/E
15.8
ROE
86.4%
Net Profit Margin
2.9%
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MUSA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$515.02
P/E (TTM)
15.8
EPS (TTM)
$32.66
Revenue (TTM)
$21.48B
ROE (TTM)
86.4%
52W Range
$350–$636
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About Murphy USA Inc. Common Stock Company overview from Wikipedia
Murphy USA is an American corporation based in El Dorado, Arkansas that operates a chain of retail gas stations that are primarily located in proximity to Walmart stores. It was founded as a spin-off of Murphy Oil in 2013.
In the first quarter of 2016, Murphy USA announced a change in its relationship with Walmart, as they began opening their own in-house gas stations and convenience stores. It plans to increase its locations independently of Walmart sites. In 2016, Murphy USA announced that Core-Mark would be the sole distributor for their chain. It said, "...this partnership will allow Murphy to offer a larger selection of popular convenience store products."
On December 14, 2020, Murphy USA announced that it has reached an agreement to purchase QuickChek convenience stores, based in Whitehouse Station, New Jersey, for $645 million.
As of June 2024, it was ranked 214 on the Fortune 500 list of the largest United States corporations by revenue and ranked 89 on the Fortune's 100 Fastest-Growing Companies.
Locations
Murphy USA opened its first stores exclusively adjacent to Walmart properties. As of February 21, 2024, Murphy USA operates 1,700 retail fueling stations in 27 US states and over 1,100 sites are located near Walmart stores. Murphy USA also has 240 Murphy Express branded stores, which are located independently. Murphy Express sites are typically large-format facilities (1,200-3,400+ square feet) that offer a larger array of products and more fueling lanes than the original format.
Ownership
In October 2025, Mindy K. West was appointed chief executive officer of Murphy USA, becoming one of the few women leading a Fortune 500 energy company. She succeeded Andrew Clyde, who had served as president and CEO of Murphy USA since its spin-off from Murphy Oil in 2013. Her appointment took effect on January 1, 2026.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorRetail
industryRetail
employees5,900
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$19.38B2016-12-31 → 2025-12-31
EPS$24.102016-12-31 → 2025-12-31
Free Cash Flow$374M2016-12-31 → 2025-12-31
Net margin2.9%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | MUSA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 15.85Y avg ≈15.0 | ≈15.0 | 16.5 | Fair value | |
| PEG Ratio | ≈1.2 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | MUSA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 4.3%5Y avg ≈3.8% | ≈3.8% | 5.0% | Weak | |
| EBITDA Margin | 3.7%5Y avg ≈3.8% | ≈3.8% | 5.1% | Weak | |
| Pretax Margin (TTM) | 3.8%5Y avg ≈3.3% | ≈3.3% | 4.1% | In line | |
| Net Profit Margin (TTM) | 2.9%5Y avg ≈2.5% | ≈2.5% | 3.1% | In line | |
| ROA (TTM) | 12.7%5Y avg ≈12.6% | ≈12.6% | 6.8% | Top tier | |
| ROE (TTM) | 86.4%5Y avg ≈69.0% | ≈69.0% | 14.9% | Top tier | |
| ROIC | 89.0%5Y avg ≈81.0% | ≈81.0% | 28.0% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | MUSA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 0.95Y avg ≈0.9 | ≈0.9 | 0.9 | In line | |
| Quick Ratio | 0.35Y avg ≈0.5 | ≈0.5 | 0.2 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | MUSA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -4.2%5Y avg ≈14.2% | ≈14.2% | · | · | |
| Revenue CAGR 3Y | -6.1%5Y avg ≈7.7% | ≈7.7% | · | · | |
| Revenue CAGR 5Y | 11.5% | · | · | · | |
| EPS YoY | -0.04%5Y avg ≈17.5% | ≈17.5% | · | · | |
| Net Income YoY | -6.3%5Y avg ≈7.8% | ≈7.8% | · | · | |
| EPS CAGR 3Y | -5.0%5Y avg ≈12.4% | ≈12.4% | · | · | |
| EPS CAGR 5Y | 13.0% | · | · | · | |
| Net Income CAGR 3Y | -11.2%5Y avg ≈3.3% | ≈3.3% | · | · | |
| Net Income CAGR 5Y | 4.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | MUSA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 4.25Y avg ≈4.9 | ≈4.9 | 1.6 | Top tier | |
| Receivables Turnover | 71.25Y avg ≈80.2 | ≈80.2 | 42.6 | Top tier | |
| Revenue / Employee | ≈$3.3M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Payout Ratio8.8%
Annualized Payout≈$2.60
Growth Streak≈4
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 24, 2026 | $0.65 | USD | ≈0.45% |
| May 18, 2026 | $0.64 | USD | ≈0.43% |
| Feb 23, 2026 | $0.63 | USD | ≈0.58% |
| Nov 10, 2025 | $0.63 | USD | ≈0.60% |
| Aug 25, 2025 | $0.53 | USD | ≈0.54% |
| May 12, 2025 | $0.50 | USD | ≈0.44% |
| Feb 24, 2025 | $0.49 | USD | ≈0.41% |
| Nov 4, 2024 | $0.48 | USD | ≈0.37% |
| Aug 26, 2024 | $0.45 | USD | ≈0.34% |
| May 17, 2024 | $0.44 | USD | ≈0.37% |
| Feb 23, 2024 | $0.42 | USD | ≈0.39% |
| Nov 3, 2023 | $0.41 | USD | ≈0.41% |
| Aug 25, 2023 | $0.39 | USD | ≈0.47% |
| May 12, 2023 | $0.38 | USD | ≈0.50% |
| Feb 17, 2023 | $0.37 | USD | ≈0.49% |
| Nov 7, 2022 | $0.35 | USD | ≈0.41% |
| Aug 29, 2022 | $0.32 | USD | ≈0.40% |
| May 16, 2022 | $0.31 | USD | ≈0.44% |
| Feb 17, 2022 | $0.29 | USD | ≈0.59% |
| Nov 5, 2021 | $0.29 | USD | ≈0.60% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
5.1%
Next Report
Oct 27, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 28, 2026 | $11.27 | $10.01 | 12.6% |
| March 31, 2026 | $7.28 | $5.14 | 41.5% | |
| Dec. 31, 2025 | $7.53 | $6.91 | 8.9% | |
| Sept. 30, 2025 | $6.76 | $7.12 | -5.0% | |
| June 30, 2025 | $7.36 | $6.79 | 8.4% | |
| March 31, 2025 | $2.63 | $4.09 | -35.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $19.38B | $20.24B | $21.53B | $23.45B | $17.36B | $11.26B | $14.03B | $14.36B | $12.83B | $11.59B | $12.70B | $16.99B | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $1.99B | $1.97B | $1.95B | $1.86B | |
| SG&A Expense | $232M | $235M | $240M | $232M | $194M | $171M | $145M | $136M | $141M | $123M | $129M | $119M | |
| Operating Expenses | $18.66B | $19.50B | $20.70B | $22.48B | $16.76B | $10.71B | $13.77B | $14.09B | $12.54B | $11.29B | $12.44B | $16.62B | |
| Operating Income | $718M | $743M | $826M | $968M | $604M | $559M | $268M | $325M | $283M | $388M | $250M | $365M | |
| Interest Expense | · | · | $98M | $85M | $82M | $51M | $55M | $53M | $47M | $40M | $34M | $37M | |
| Other Non-op | $1M | $-600.0K | $0 | $-2M | $200.0K | $300.0K | $400.0K | $200.0K | $2M | $3M | $-463.0K | $10M | |
| Pretax Income | $609M | $652M | $734M | $884M | $522M | $509M | $202M | $274M | $240M | $352M | $218M | $339M | |
| Income Tax | $139M | $149M | $178M | $211M | $125M | $123M | $48M | $60M | $-5M | $131M | $81M | $116M | |
| Net Income | $471M | $502M | $557M | $673M | $397M | $386M | $155M | $214M | $245M | $222M | $176M | $244M | |
| EPS (Basic) | $24.38 | $24.47 | $25.91 | $28.63 | $15.14 | $13.25 | $4.90 | $6.54 | $6.85 | $5.64 | $4.06 | $5.29 | |
| EPS (Diluted) | $24.10 | $24.11 | $25.49 | $28.10 | $14.92 | $13.08 | $4.86 | $6.48 | $6.78 | $5.59 | $4.02 | $5.26 | |
| Shares (Basic) | 19,303,000 | 20,533,000 | 21,493,000 | 23,506,000 | 26,210,000 | 29,132,000 | 31,594,000 | 32,674,000 | 35,816,000 | 39,269,000 | 43,434,000 | 46,104,000 | |
| Shares (Diluted) | 19,526,000 | 20,842,000 | 21,843,000 | 23,950,000 | 26,604,000 | 29,526,000 | 31,858,000 | 32,983,000 | 36,156,000 | 39,646,000 | 43,794,000 | 46,417,000 | |
| EBITDA | $718M | $743M | $826M | $968M | $604M | $559M | $268M | $325M | $283M | $300M | $255M | $394M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $29M | $47M | $118M | $60M | $256M | $164M | $280M | $184M | $170M | $154M | $34M | $327M | |
| Receivables | $276M | $268M | $337M | $282M | $196M | $169M | $173M | $139M | $225M | $184M | $136M | $138M | |
| Inventory | $413M | $402M | $341M | $319M | $292M | $279M | $228M | $222M | $182M | $153M | $156M | $157M | |
| Prepaid Expense | $30M | $31M | $24M | $48M | $23M | $14M | $30M | $25M | $36M | $25M | $41M | $12M | |
| Current Assets | $748M | $748M | $826M | $727M | $768M | $625M | $711M | $570M | $614M | $516M | $436M | $691M | |
| PP&E (Net) | · | · | · | · | · | · | $1.81B | $1.75B | $1.68B | $1.53B | $1.37B | $1.25B | |
| PP&E (Gross) | · | · | · | · | · | · | $2.89B | $2.72B | $2.55B | $2.31B | $2.09B | $1.91B | |
| Accum. Depreciation | · | · | · | · | · | · | $1.08B | $974M | $875M | $780M | $724M | $663M | |
| Goodwill | $328M | $328M | $328M | $328M | $328M | $0 | · | · | · | · | · | · | |
| Intangibles | $139M | $140M | $140M | $140M | $141M | $35M | · | · | · | · | · | · | |
| Other Non-current Assets | $22M | $20M | $18M | $15M | $14M | $11M | $169M | $42M | $37M | $41M | $13M | $11M | |
| Total Assets | $4.73B | $4.54B | $4.34B | $4.12B | $4.05B | $2.69B | $2.69B | $2.36B | $2.33B | $2.09B | $1.89B | $1.95B | |
| Accounts Payable | $865M | $874M | $835M | $839M | $660M | $471M | $466M | $457M | $513M | $473M | $390M | $381M | |
| Current Liabilities | $929M | $948M | $873M | $854M | $675M | $531M | $505M | $478M | $533M | $515M | $392M | $413M | |
| Capital Leases | $535M | $496M | $450M | $444M | $409M | $142M | $118M | $1M | · | · | · | · | |
| Deferred Tax | $388M | $343M | $330M | $327M | $296M | $218M | $217M | $192M | $154M | $205M | $161M | $138M | |
| Total Liabilities | $4.10B | $3.70B | $3.51B | $3.48B | $3.24B | $1.90B | $1.88B | $1.55B | $1.59B | $1.39B | $1.09B | $1.09B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | $490M | $492M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $492M | |
| Common Stock | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $468.0K | $468.0K | $468.0K | |
| Paid-in Capital | $482M | $488M | $508M | $519M | $535M | $533M | $539M | $539M | $550M | $555M | $558M | $558M | |
| Retained Earnings | $4.17B | $3.74B | $3.28B | $2.76B | $2.11B | $1.74B | $1.36B | $1.21B | $994M | $749M | $528M | $351M | |
| Treasury Stock | $4.03B | $3.39B | $2.96B | $2.63B | $1.84B | $1.49B | $1.10B | $940M | $806M | $608M | $294M | $51M | |
| AOCI | · | · | $0 | $-500.0K | $-1M | $-2M | $700.0K | $0 | · | · | · | · | |
| Stockholders' Equity | $624M | $840M | $829M | $641M | $807M | $784M | $803M | $807M | $738M | $697M | $792M | $859M | |
| Liabilities + Equity | $4.73B | $4.54B | $4.34B | $4.12B | $4.05B | $2.69B | $2.69B | $2.36B | $2.33B | $2.09B | $1.89B | $1.95B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $277M | $248M | $229M | $220M | $213M | $161M | $152M | $134M | $117M | $99M | $87M | $79M | |
| Restructuring | $13M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $814M | $848M | $784M | $995M | $737M | $564M | $313M | $399M | $284M | $337M | $216M | $306M | |
| CapEx | $440M | $458M | $336M | $305M | $275M | $231M | $205M | $204M | $258M | $262M | $205M | $135M | |
| Investing Cash Flow | $-436M | $-446M | $-324M | $-319M | $-914M | $-224M | $-203M | $-209M | $-262M | $-135M | $-190M | $-149M | |
| Debt Issued | $2.98B | $707M | $8M | $5M | $893M | $0 | $744M | $0 | $339M | $200M | $0 | $0 | |
| Net Debt Issued | $2.98B | $707M | $8M | $5M | $893M | $0 | $744M | $0 | $339M | $200M | $0 | $-70M | |
| Stock Repurchased | $650M | $446M | $333M | $806M | $355M | $400M | $166M | $144M | $206M | $323M | $249M | $51M | |
| Net Stock Activity | $-650M | $-446M | $-333M | $-806M | $-355M | $-400M | $-166M | $-144M | $-206M | $-323M | $-249M | $-51M | |
| Dividends Paid | $42M | $37M | $33M | $30M | $27M | $7M | $0 | $0 | · | · | · | · | |
| Financing Cash Flow | $-396M | $-473M | $-403M | $-871M | $270M | $-456M | $-14M | $-175M | $-5M | $-151M | $-252M | $-123M | |
| Net Change in Cash | $-18M | $-71M | $57M | $-196M | $93M | $-117M | $96M | $14M | $16M | $52M | $-226M | $33M | |
| Taxes Paid | $101M | $110M | $128M | $200M | $120M | $96M | $27M | $17M | $52M | $71M | $114M | $158M | |
| Free Cash Flow | $374M | $390M | $448M | $689M | $463M | $333M | $108M | $194M | $25M | $75M | $11M | $167M | |
| Levered FCF | · | · | $374M | $624M | $400M | $294M | $67M | $153M | $-22M | $50M | $-11M | $143M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.7% | 3.7% | 3.8% | 4.1% | 3.5% | 5.0% | 1.9% | 2.3% | 2.2% | 2.6% | 2.0% | 2.3% | |
| Net Margin | 2.4% | 2.5% | 2.6% | 2.9% | 2.3% | 3.4% | 1.1% | 1.5% | 1.9% | 1.9% | 1.4% | 1.4% | |
| Pretax Margin | 3.1% | 3.2% | 3.4% | 3.8% | 3.0% | 4.5% | 1.4% | 1.9% | 1.9% | 3.0% | 1.7% | 2.1% | |
| EBITDA Margin | 3.7% | 3.7% | 3.8% | 4.1% | 3.5% | 5.0% | 1.9% | 2.3% | 2.2% | 2.6% | 2.0% | 2.3% | |
| ROA | 10.2% | 11.3% | 13.2% | 16.5% | 11.8% | 14.4% | 6.1% | 9.1% | 11.1% | 11.1% | 9.2% | 12.8% | |
| ROE | 74.1% | 60.2% | 66.6% | 95.7% | 48.6% | 46.0% | 19.6% | 27.8% | 34.9% | 30.4% | 23.3% | 30.2% | |
| ROIC | 89.0% | 68.2% | 75.5% | 115.1% | 56.9% | 54.1% | 25.6% | 31.4% | 39.2% | 27.1% | 20.3% | 19.2% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | 0.9 | 0.9 | 1.1 | 1.2 | 1.4 | 1.2 | 1.2 | 1.0 | 1.1 | 1.6 | |
| Quick Ratio | 0.3 | 0.3 | 0.5 | 0.4 | 0.7 | 0.6 | 0.9 | 0.7 | 0.7 | 0.7 | 0.6 | 1.1 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 0.6 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 0.6 | |
| Interest Coverage | · | · | 8.4 | 11.4 | 7.3 | 10.9 | 4.9 | 6.1 | 6.1 | 7.6 | 7.6 | 10.8 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 4.2 | 4.6 | 5.1 | 5.7 | 5.2 | 4.2 | 5.6 | 6.1 | 5.8 | 5.8 | 6.6 | 9.0 | |
| Inventory Turnover | · | · | · | · | · | · | · | · | 11.9 | 12.8 | 12.4 | 10.3 | |
| Receivables Turnover | 71.2 | 66.9 | 69.6 | 98.2 | 95.3 | 65.9 | 90.1 | 78.9 | 62.8 | 72.5 | 92.5 | 103.3 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $992.73 | $971.32 | $985.64 | $978.96 | $652.55 | $381.50 | $440.54 | $435.46 | $354.76 | $292.45 | $289.98 | $370.77 | |
| Cash Flow / Share | $41.68 | $40.67 | $35.89 | $41.53 | $27.72 | $19.09 | $9.83 | $12.09 | $7.84 | $8.51 | $4.93 | $6.58 | |
| Dividend / Share | $2.15 | $1.79 | $1.55 | $1.27 | $1.04 | $0.25 | · | · | · | · | · | · | |
| EPS (TTM) | $24.10 | $24.11 | $25.49 | $28.10 | $14.92 | $13.08 | $4.86 | $6.48 | $6.78 | $5.59 | $4.02 | $5.26 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -4.2% | -6.0% | -8.2% | 35.0% | 54.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -6.1% | 5.3% | 24.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -0.04% | -5.4% | -9.3% | 88.3% | 14.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -5.0% | 17.3% | 24.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -6.3% | -9.8% | -17.2% | 69.5% | 2.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -11.2% | 8.2% | 13.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 4.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 43.2% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $19.38B | $20.24B | $21.53B | $23.45B | $17.36B | $11.26B | $14.03B | $14.36B | $12.83B | $11.59B | $12.70B | $16.99B | |
| Net Income TTM | $471M | $502M | $557M | $673M | $397M | $386M | $155M | $214M | $245M | $222M | $176M | $244M | |
| P/E | 16.7 | 20.8 | 14.0 | 9.9 | 13.4 | 10.0 | 24.1 | 11.8 | 11.9 | 11.0 | 15.1 | 13.1 | |
| Earnings Yield | 6.0% | 4.8% | 7.1% | 10.1% | 7.5% | 10.0% | 4.2% | 8.5% | 8.4% | 9.1% | 6.6% | 7.6% | |
| Payout Ratio | 8.8% | 7.3% | 6.0% | 4.4% | 6.9% | 1.8% | · | · | · | · | · | · | |
| Annual Payout | $42M | $37M | $33M | $30M | $27M | $7M | $0 | $0 | · | · | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.81B | $4.82B | $4.74B | $5.11B | $5.00B | $4.53B | $4.71B | $5.24B | $5.45B | $4.84B | $5.07B | $5.80B | $5.59B | $5.08B | $5.37B | $6.19B | |
| SG&A Expense | $60M | $57M | $65M | $55M | $51M | $60M | $54M | $60M | $59M | $62M | $62M | $60M | $59M | $59M | $82M | $52M | |
| Operating Expenses | $6.50B | $4.61B | $4.53B | $4.91B | $4.79B | $4.44B | $4.51B | $5.02B | $5.23B | $4.74B | $4.85B | $5.55B | $5.39B | $4.91B | $5.19B | $5.88B | |
| Operating Income | $305M | $205M | $210M | $202M | $219M | $88M | $199M | $222M | $217M | $105M | $217M | $247M | $199M | $163M | $174M | $312M | |
| Interest Expense | · | · | · | · | · | · | · | · | $25M | $25M | · | $25M | $25M | $25M | · | $22M | |
| Other Non-op | $1M | $-300.0K | $400.0K | $600.0K | $1M | $-600.0K | $-2M | $500.0K | $100.0K | $400.0K | $900.0K | $-1M | $200.0K | $300.0K | $400.0K | $-800.0K | |
| Pretax Income | $278M | $176M | $181M | $173M | $192M | $62M | $178M | $199M | $193M | $82M | $196M | $223M | $176M | $139M | $151M | $291M | |
| Income Tax | $68M | $40M | $40M | $44M | $47M | $9M | $35M | $50M | $48M | $16M | $46M | $56M | $43M | $33M | $34M | $71M | |
| Net Income | $209M | $136M | $142M | $130M | $146M | $53M | $142M | $149M | $145M | $66M | $150M | $168M | $133M | $106M | $118M | $220M | |
| EPS (Basic) | $11.34 | $7.36 | $7.44 | $6.83 | $7.44 | $2.67 | $6.98 | $7.30 | $7.02 | $3.17 | $7.07 | $7.83 | $6.12 | $4.89 | $5.34 | $9.46 | |
| EPS (Diluted) | $11.27 | $7.28 | $7.35 | $6.76 | $7.36 | $2.63 | $6.87 | $7.20 | $6.92 | $3.12 | $6.98 | $7.69 | $6.02 | $4.80 | $5.21 | $9.28 | |
| Shares (Basic) | 18,438,000 | 18,518,000 | · | 19,029,000 | 19,546,000 | 19,929,000 | · | 20,440,000 | 20,643,000 | 20,814,000 | · | 21,401,000 | 21,686,000 | 21,739,000 | · | 23,206,000 | |
| Shares (Diluted) | 18,552,000 | 18,708,000 | · | 19,232,000 | 19,765,000 | 20,204,000 | · | 20,735,000 | 20,922,000 | 21,162,000 | · | 21,790,000 | 22,051,000 | 22,133,000 | · | 23,650,000 | |
| EBITDA | $305M | $205M | · | $202M | $219M | $88M | · | $222M | $217M | $105M | · | $247M | $199M | $163M | · | $312M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $175M | $119M | $29M | $43M | $54M | $49M | $47M | $52M | $80M | $57M | · | $125M | $93M | $102M | · | $193M | |
| Receivables | $379M | $354M | $276M | $304M | $296M | $272M | $268M | $263M | $386M | $380M | · | $344M | $271M | $265M | · | $258M | |
| Inventory | $417M | $363M | $413M | $387M | $398M | $364M | $402M | $341M | $316M | $293M | · | $335M | $350M | $304M | · | $280M | |
| Prepaid Expense | $36M | $35M | $30M | $29M | $28M | $30M | $31M | $31M | $33M | $32M | · | $27M | $37M | $27M | · | $32M | |
| Current Assets | $1.01B | $871M | $748M | $763M | $776M | $716M | $748M | $689M | $820M | $768M | · | $840M | $763M | $711M | · | $763M | |
| Goodwill | $328M | $328M | $328M | $328M | $328M | $328M | $328M | $328M | $328M | $328M | · | $328M | $328M | $328M | · | $328M | |
| Intangibles | $139M | $139M | $139M | $139M | $139M | $140M | $140M | $140M | $140M | $140M | · | $140M | $140M | $140M | · | $140M | |
| Other Non-current Assets | $34M | $23M | $22M | $21M | $21M | $20M | $20M | $21M | $20M | $21M | · | $18M | $17M | $16M | · | $13M | |
| Total Assets | $5.08B | $4.87B | $4.73B | $4.68B | $4.62B | $4.50B | $4.54B | $4.40B | $4.43B | $4.31B | $4.34B | $4.31B | $4.20B | $4.12B | $4.12B | $4.14B | |
| Accounts Payable | $1.01B | $1.02B | $865M | $869M | $916M | $856M | $874M | $780M | $924M | $830M | · | $801M | $800M | $754M | · | $725M | |
| Current Liabilities | $1.09B | $1.05B | $929M | $940M | $976M | $892M | $948M | $859M | $971M | $885M | · | $827M | $815M | $772M | · | $756M | |
| Capital Leases | $549M | $533M | $535M | $514M | $508M | $494M | $496M | $488M | $465M | $452M | · | $450M | $445M | $439M | · | $446M | |
| Deferred Tax | $404M | $398M | $388M | $370M | $343M | $342M | $343M | $326M | $323M | $329M | · | $328M | $337M | $334M | · | $311M | |
| Total Liabilities | $4.30B | $4.21B | $4.10B | $4.13B | $3.98B | $3.78B | $3.70B | $3.57B | $3.62B | $3.53B | · | $3.46B | $3.45B | $3.40B | · | $3.37B | |
| Common Stock | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | · | $500.0K | $500.0K | $500.0K | · | $500.0K | |
| Paid-in Capital | $450M | $454M | $482M | $469M | $469M | $466M | $488M | $485M | $479M | $480M | · | $503M | $506M | $502M | · | $515M | |
| Retained Earnings | $4.49B | $4.30B | $4.17B | $4.04B | $3.92B | $3.79B | $3.74B | $3.61B | $3.47B | $3.34B | · | $3.14B | $2.98B | $2.85B | · | $2.65B | |
| Treasury Stock | $4.16B | $4.09B | $4.03B | $3.97B | $3.75B | $3.53B | $3.39B | $3.27B | $3.14B | $3.03B | · | $2.80B | $2.73B | $2.64B | · | $2.39B | |
| AOCI | · | · | · | · | · | · | · | · | · | · | · | $0 | $-100.0K | $-300.0K | · | $-700.0K | |
| Stockholders' Equity | $783M | $659M | $624M | $546M | $646M | $720M | $840M | $830M | $811M | $782M | $829M | $844M | $751M | $717M | $641M | $766M | |
| Liabilities + Equity | $5.08B | $4.87B | $4.73B | $4.68B | $4.62B | $4.50B | $4.54B | $4.40B | $4.43B | $4.31B | · | $4.31B | $4.20B | $4.12B | · | $4.14B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $72M | $72M | $73M | $70M | $66M | $68M | $67M | $63M | $59M | $59M | $57M | $58M | $58M | $56M | $56M | $54M | |
| Restructuring | $0 | $0 | $0 | $13M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $235M | $320M | $246M | $185M | $255M | $128M | $249M | $202M | $261M | $136M | $273M | $190M | $171M | $150M | $223M | $255M | |
| CapEx | $112M | $98M | $117M | $117M | $118M | $88M | $127M | $137M | $118M | $76M | $111M | $79M | $72M | $73M | $82M | $78M | |
| Investing Cash Flow | $-101M | $-98M | $-115M | $-117M | $-117M | $-88M | $-125M | $-132M | $-114M | $-75M | $-107M | $-75M | $-73M | $-69M | $-104M | $-78M | |
| Debt Issued | $727M | $590M | $453M | $747M | $1.11B | $670M | $362M | $225M | $120M | $0 | $0 | $0 | $0 | $8M | $5M | $0 | |
| Net Debt Issued | · | $590M | · | · | · | $670M | · | · | · | $0 | · | · | · | $8M | · | · | |
| Stock Repurchased | $82M | $70M | $67M | $219M | $214M | $150M | $128M | $125M | $106M | $86M | $160M | $65M | $94M | $14M | $240M | $212M | |
| Net Stock Activity | · | $-70M | · | · | · | $-150M | · | · | · | $-86M | · | · | · | $-14M | · | · | |
| Dividends Paid | $12M | $12M | $12M | $10M | $10M | $10M | $10M | $9M | $9M | $9M | $9M | $8M | $8M | $8M | $8M | $8M | |
| Financing Cash Flow | $-77M | $-132M | $-145M | $-79M | $-134M | $-38M | $-129M | $-98M | $-123M | $-122M | $-174M | $-83M | $-107M | $-39M | $-251M | $-225M | |
| Net Change in Cash | $57M | $90M | $-14M | $-11M | $5M | $2M | $-6M | $-27M | $23M | $-61M | $-7M | $32M | $-9M | $42M | $-132M | $-48M | |
| Taxes Paid | · | · | $31M | $8M | $20M | $42M | $32M | $15M | $63M | $-100.0K | $34M | $48M | $47M | $-300.0K | $58M | $54M | |
| Free Cash Flow | · | $222M | · | · | · | $41M | · | · | · | $60M | · | · | · | $77M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $40M | · | · | · | $58M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.5% | 4.3% | · | 4.0% | 4.4% | 1.9% | · | 4.2% | 4.0% | 2.2% | · | 4.3% | 3.6% | 3.2% | · | 5.0% | |
| Net Margin | 3.1% | 2.8% | · | 2.5% | 2.9% | 1.2% | · | 2.9% | 2.7% | 1.4% | · | 2.9% | 2.4% | 2.1% | · | 3.5% | |
| Pretax Margin | 4.1% | 3.7% | · | 3.4% | 3.9% | 1.4% | · | 3.8% | 3.5% | 1.7% | · | 3.9% | 3.1% | 2.7% | · | 4.7% | |
| EBITDA Margin | 4.5% | 4.3% | · | 4.0% | 4.4% | 1.9% | · | 4.2% | 4.0% | 2.2% | · | 4.3% | 3.6% | 3.2% | · | 5.0% | |
| ROA | 4.3% | 2.9% | · | 2.9% | 3.2% | 1.2% | · | 3.4% | 3.4% | 1.6% | · | 4.0% | 3.1% | 2.5% | · | 5.3% | |
| ROE | 29.3% | 19.8% | · | 18.9% | 20.0% | 7.1% | · | 17.8% | 18.5% | 8.8% | · | 20.8% | 17.5% | 14.1% | · | 27.6% | |
| ROIC | 29.3% | 24.1% | · | 27.7% | 25.7% | 10.5% | · | 20.1% | 20.1% | 10.8% | · | 22.0% | 20.0% | 17.4% | · | 30.8% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.9 | · | 1.0 | 0.9 | 0.9 | · | 1.0 | |
| Quick Ratio | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.6 | 0.4 | 0.5 | · | 0.6 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 8.7 | 4.2 | · | 10.1 | 7.9 | 6.5 | · | 14.3 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.0 | · | 1.1 | 1.1 | 1.0 | · | 1.2 | 1.3 | 1.1 | · | 1.4 | 1.3 | 1.2 | · | 1.5 | |
| Receivables Turnover | 20.2 | 15.4 | · | 18.0 | 14.7 | 13.9 | · | 17.3 | 16.6 | 15.0 | · | 19.3 | 19.7 | 19.3 | · | 26.6 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $366.87 | $257.61 | · | $265.70 | $253.23 | $223.99 | · | $252.64 | $260.57 | $228.89 | · | $266.08 | $253.29 | $229.40 | · | $261.93 | |
| Cash Flow / Share | · | $17.11 | · | · | · | $6.36 | · | · | · | $6.43 | · | · | · | $6.76 | · | · | |
| Dividend / Share | $0.64 | $0.63 | $0.63 | $0.53 | $0.50 | $0.49 | $0.48 | $0.45 | $0.44 | $0.42 | $0.41 | $0.39 | $0.38 | $0.37 | $0.35 | $0.32 | |
| EPS (TTM) | $32.66 | $28.75 | · | $23.62 | $24.06 | $23.62 | · | $24.22 | $24.71 | $23.81 | · | $23.72 | $25.31 | $26.82 | · | $27.03 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $21.48B | $19.68B | · | $19.35B | $19.48B | $19.93B | · | $20.60B | $21.16B | $21.30B | · | $21.83B | $22.22B | $23.40B | · | $22.85B | |
| Net Income TTM | $617M | $554M | · | $471M | $490M | $490M | · | $510M | $528M | $516M | · | $524M | $576M | $627M | · | $664M | |
| P/E | 16.5 | 17.2 | · | 16.4 | 16.9 | 19.9 | · | 20.3 | 19.0 | 17.6 | · | 14.4 | 12.3 | 9.6 | · | 10.2 | |
| Earnings Yield | 6.1% | 5.8% | · | 6.1% | 5.9% | 5.0% | · | 4.9% | 5.3% | 5.7% | · | 6.9% | 8.1% | 10.4% | · | 9.8% | |
| Payout Ratio | · | 8.6% | · | · | · | 18.4% | · | · | · | 13.3% | · | · | · | 7.6% | · | · | |
| Annual Payout | $45M | $43M | · | $39M | $38M | $38M | · | $36M | $35M | $34M | · | $32M | $32M | $31M | · | $30M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $19.38B | $20.24B | $21.53B | $23.45B | $17.36B |
| Operating Margin % | 3.7% | 3.7% | 3.8% | 4.1% | 3.5% |
| Net Income | $471M | $502M | $557M | $673M | $397M |
| Diluted EPS | $24.10 | $24.11 | $25.49 | $28.10 | $14.92 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | 0.9 | 0.9 | 1.1 |
| Quick Ratio | 0.3 | 0.3 | 0.5 | 0.4 | 0.7 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $374M | $390M | $448M | $689M | $463M |
Institutional owners (13F) 659 filers · $8.9B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
659
Value held
$8.9B
New positions
122
Exited positions
47
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 122 (+17 vs prior Q) | 47 (-18 vs prior Q) | 194 (+30 vs prior Q) | 191 (+3 vs prior Q) | -303K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $915,734,149 | 1,699,360 | 10.35% | Shares |
| VANGUARD GROUP INC | $646,197,332 | 1,601,401 | 7.30% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $418,254,728 | 776,170 | 4.73% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $405,662,953 | 752,803 | 4.58% | Shares |
| FMR LLC | $381,338,036 | 707,663 | 4.31% | Shares |
| Boston Partners | $303,012,728 | 561,246 | 3.42% | Shares |
| STATE STREET CORP | $300,613,449 | 557,928 | 3.40% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $259,148,411 | 480,805 | 2.93% | Shares |
| HUNTINGTON NATIONAL BANK | $223,479,627 | 414,719 | 2.53% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $183,313,874 | 340,182 | 2.07% | Shares |
| BancorpSouth Bank | $167,329,655 | 414,675 | 1.89% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $163,197,564 | 302,862 | 1.84% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $161,353,133 | 304,067 | 1.82% | Shares |
| NORGES BANK | $148,304,568 | 275,214 | 1.68% | Shares |
| ALLIANCEBERNSTEIN L.P. | $144,251,095 | 292,024 | 1.63% | Shares |
| Clearbridge Investments, LLC | $141,774,117 | 263,095 | 1.60% | Shares |
| BARCLAYS PLC | $141,661,918 | 262,887 | 1.60% | Shares |
| MARSHALL WACE, LLP | $132,465,025 | 245,820 | 1.50% | Shares |
| MORGAN STANLEY | $123,263,269 | 228,742 | 1.39% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $114,364,078 | 212,229 | 1.29% | Shares |
| Squarepoint Ops LLC | $100,952,984 | 187,342 | 1.14% | Shares |
| Invesco Ltd. | $91,751,239 | 170,266 | 1.04% | Shares |
| TWO SIGMA INVESTMENTS, LP | $90,344,250 | 167,655 | 1.02% | Shares |
| JANE STREET GROUP, LLC | $89,446,492 | 165,989 | 1.01% | Shares |
| Recurrent Investment Advisors LLC | $78,592,086 | 146,263 | 0.89% | Shares |
| Bank of New York Mellon Corp | $78,372,472 | 145,439 | 0.89% | Shares |
| NORTHERN TRUST CORP | $77,464,718 | 143,754 | 0.88% | Shares |
| UBS Group AG | $77,456,097 | 143,738 | 0.88% | Shares |
| LONDON CO OF VIRGINIA | $75,648,629 | 140,208 | 0.85% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $74,835,571 | 138,875 | 0.85% | Shares |
| Allianz Asset Management GmbH | $72,369,702 | 134,299 | 0.82% | Shares |
| Qube Research & Technologies Ltd | $70,757,942 | 131,308 | 0.80% | Shares |
| HighTower Advisors, LLC | $69,504,824 | 128,983 | 0.79% | Shares |
| GOLDMAN SACHS GROUP INC | $67,444,542 | 125,159 | 0.76% | Shares |
| CITADEL ADVISORS LLC | $59,504,720 | 110,425 | 0.67% | Shares |
| Artisan Partners Limited Partnership | $58,785,867 | 109,091 | 0.66% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $58,422,130 | 108,416 | 0.66% | Shares |
| River Road Asset Management, LLC | $57,356,784 | 106,439 | 0.65% | Shares |
| Engineers Gate Manager LP | $55,525,704 | 103,041 | 0.63% | Shares |
| AMERICAN CENTURY COMPANIES INC | $54,431,264 | 101,010 | 0.62% | Shares |
| Man Group plc | $49,320,077 | 91,525 | 0.56% | Shares |
| BANK OF AMERICA CORP /DE/ | $47,889,417 | 88,870 | 0.54% | Shares |
| Balyasny Asset Management L.P. | $46,396,168 | 86,099 | 0.52% | Shares |
| BROWN ADVISORY INC | $46,313,924 | 85,946 | 0.52% | Shares |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $43,089,123 | 79,962 | 0.49% | Shares |
| Fiera Capital Corp | $42,869,803 | 79,555 | 0.48% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $42,741,140 | 79,315 | 0.48% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $41,054,889 | 76,187 | 0.46% | Shares |
| RAYMOND JAMES FINANCIAL INC | $35,886,536 | 66,596 | 0.41% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $35,851,021 | 66,530 | 0.41% | Shares |
Company insiders 38 insiders · 22 officers · 17 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Malynda K West | President & CEO | Feb. 11, 2026 M | 120,487 | 0 | 2 | $-3,506,825 |
| Andrew R Clyde | Chief Executive Officer | Dec. 9, 2025 I | 59,172 | 0 | 2 | $-15,628,047 |
| Donald R Smith Jr | SVP, CFO & Treasurer | April 6, 2026 A | 21,817 | 0 | 0 | $0 |
| Charles Galagher Jeff | EVP, Chief Financial Officer | Feb. 12, 2025 A | · | 0 | 0 | $0 |
| Eric J. Bartko | SVP & Chief Customer Officer | Sept. 3, 2026 S | 252 | 0 | 2 | $-192,030 |
| Renee M Bacon | SVP, Chief Retail Officer | May 26, 2026 M | 3,083 | 0 | 4 | $-2,263,570 |
| Keith A. Emery | SVP, Chief Fuels Officer | May 15, 2026 M | 0 | 0 | 2 | $-640,905 |
| Scott G. Woodward | SVP, Chief Merchandising Off. | May 5, 2026 M | 476 | 0 | 2 | $-152,753 |
| Robert J Chumley | SVP Innovation | March 5, 2026 S | 6,008 | 0 | 1 | $-2,115,960 |
| James Mcphail | SVP Asset Development | Feb. 11, 2026 A | · | 0 | 0 | $0 |
| Christopher A Click | EVP, Strategy, Growth & Innova | Feb. 11, 2026 M | 5,760 | 0 | 0 | $0 |
| Blake Segal | SVP, QuickChek | Feb. 12, 2025 M | 2,322 | 0 | 0 | $0 |
| Jennifer Bridges | SVP, Asset Development | March 7, 2024 A | 4,642 | 0 | 0 | $0 |
| Terry P. Hatten | SVP, Human Resources | Feb. 25, 2022 S | 4,492 | 0 | 0 | $0 |
| John A Moore | SVP & General Counsel | June 1, 2021 A | 31,128 | 0 | 0 | $0 |
| Michael Ray Cooper | SVP, Chief Information Officer | Feb. 6, 2019 A | · | 0 | 0 | $0 |
| Daryl R Schofield | EVP | May 3, 2018 M | 7,812 | 0 | 0 | $0 |
| John P Corrigan | SVP | Feb. 7, 2018 A | 2,000 | 0 | 0 | $0 |
| Marn K Cheng | Senior Vice President | March 8, 2017 S | 0 | 0 | 0 | $0 |
| Joseph Henderson III | Vice President | Aug. 10, 2015 I | 855 | 0 | 0 | $0 |
| Jeffery A Goodwin | Senior Vice President | Feb. 23, 2015 S | 0 | 0 | 0 | $0 |
| John C Rudolfs | Executive Vice President | Feb. 11, 2014 A | 592 | 0 | 0 | $0 |
| Jeanne Linder Phillips | Director | Sept. 30, 2026 A | 1,543 | 0 | 1 | $-456,444 |
| Jack T Taylor | Director | Sept. 30, 2026 A | 12,618 | 0 | 0 | $0 |
| David B Miller | Director | Sept. 30, 2026 A | 46,061 | 0 | 0 | $0 |
| Claiborne P Deming | Director | Sept. 30, 2026 A | 256,780 | 0 | 0 | $0 |
| Rosemary Turner | Director | Aug. 20, 2026 S | 449 | 0 | 1 | $-552,436 |
| James W Keyes | Director | Aug. 11, 2026 G | 13,366 | 0 | 1 | $-1,195,229 |
| Diane N Landen | Director | June 5, 2026 G | 50,841 | 0 | 1 | $-1,641,750 |
| Robert Madison Murphy | Director | May 4, 2026 S | 342,212 | 0 | 2 | $-24,773,950 |
| David C. Haley | Director | Feb. 13, 2026 M | 244 | 0 | 0 | $0 |
| David Goebel | Director | Feb. 13, 2026 M | 1,796 | 0 | 0 | $0 |
| Michael G. Kulp | Director | Feb. 12, 2026 A | · | 0 | 0 | $0 |
| Fred L Holliger | Director | May 9, 2024 M | 18,549 | 0 | 0 | $0 |
| Thomas M Gattle Jr | Director | Aug. 22, 2019 M | 17,261 | 0 | 0 | $0 |
| Christoph Keller III | Director | Feb. 8, 2018 M | 33,614 | 0 | 0 | $0 |
| Robert A Hermes | Director | May 5, 2016 M | 15,893 | 0 | 0 | $0 |
| MURPHY OIL CORP /DE | 10% owner | Aug. 30, 2013 J | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 71 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| XMHQ · Invesco Exchange-Traded Fund Trust | 1.11% | 117,630 SH | Oct. 1, 2026 | Daily |
| FXD · First Trust Exchange-Traded AlphaDE… | 0.97% | 4,286 NS | July 31, 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0.95% | 371 NS | July 31, 2026 | N-PORT |
| RETL · Direxion Shares ETF Trust | 0.95% | 436 NS | July 31, 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.88% | 10,242 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.87% | 21,722 SH | Oct. 1, 2026 | Daily |
| LSEQ · Harbor ETF Trust | 0.79% | 199 NS | July 31, 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 0.76% | 105,799 SH | Oct. 1, 2026 | Daily |
| NUSC · Nushares ETF Trust | 0.76% | 16,114 NS | July 31, 2026 | N-PORT |
| RFV · Invesco Exchange-Traded Fund Trust | 0.74% | 4,717 SH | Oct. 1, 2026 | Daily |
| FFSM · FIDELITY COVINGTON TRUST | 0.70% | 17,136 NS | July 31, 2026 | N-PORT |
| QLV · FlexShares Trust | 0.62% | 1,680 NS | July 31, 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0.58% | 369 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.52% | 14,433 SH | Aug. 19, 2026 | Daily |
| HDUS · Lattice Strategies Trust | 0.47% | 1,571 NS | July 31, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.32% | 1,202 NS | July 31, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.31% | 10,135 SH | Oct. 1, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.29% | 1,850 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.28% | 2,229 SH | Oct. 1, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.26% | 2,755 NS | July 31, 2026 | N-PORT |
| IWP · iShares Trust | 0.26% | 94,223 SH | Sept. 11, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.25% | 27,170 SH | Aug. 19, 2026 | Daily |
| SMDX · Tidal Trust III | 0.25% | 525 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.24% | 9,842 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 7,835 NS | July 31, 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0.23% | 6,305 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.22% | 247 NS | July 31, 2026 | N-PORT |
| FBCV · FIDELITY COVINGTON TRUST | 0.21% | 618 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.19% | 242,029 SH | Aug. 19, 2026 | Daily |
| VCR · VANGUARD WORLD FUND | 0.19% | 24,812 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.18% | 9,656 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.18% | 44,298 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.17% | 3,822 NS | July 31, 2026 | N-PORT |
| IYC · iShares Trust | 0.15% | 3,349 SH | Sept. 11, 2026 | Daily |
| ISCG · iShares Trust | 0.13% | 2,390 SH | Sept. 11, 2026 | Daily |
| SMMD · iShares Trust | 0.12% | 8,888 SH | Sept. 11, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.12% | 1,581 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.11% | 381,293 SH | Aug. 19, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.11% | 1,383 SH | Aug. 19, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.10% | 192,927 SH | Aug. 19, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.10% | 265 NS | July 31, 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0.09% | 8,261 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.08% | 1,027 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.07% | 596 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.07% | 68,777 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 947 SH | Oct. 1, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.04% | 33,848 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.04% | 2,092 NS | July 31, 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 711 SH | Oct. 1, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 6,442 SH | Sept. 30, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.03% | 26,521 SH | Aug. 19, 2026 | Daily |
| IUSV · iShares Trust | 0.03% | 14,677 SH | Sept. 11, 2026 | Daily |
| IWF · iShares Trust | 0.03% | 62,862 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 850 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 4,138 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 4,990 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.01% | 11,849 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 729 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 4,673 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 21,847 SH | Sept. 11, 2026 | Daily |
| DGRO · iShares Trust | 0.01% | 9,819 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 527,362 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 13,680 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 2,726 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 1,407 SH | Aug. 19, 2026 | Daily |
| NEAR · iShares U.S. ETF Trust | 0.00% | 100,000 SH | Sept. 11, 2026 | Daily |
| IJH · iShares Trust | · | 590,020 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 85,707 SH | Aug. 21, 2026 | Daily |
| ISCB · iShares Trust | · | 808 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 2,289 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 2,473 SH | Sept. 1, 2026 | Daily |
MUSA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 18 analysts
BUY
Median target
$622.00
+20.8%
4 22.2%
Strong Buy
7 38.9%
Buy
7 38.9%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
10 analysts · 2026-10-03Mean target $617.80 +20.0%
← Below all targets
Current price $515.02
Low$550.00
Mean$617.80
High$680.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| MUSA | · | 16.7 | -4.2% | 2.4% | 74.1% | · |
| CVNA | · | 49.9 | 48.6% | 6.9% | 59.9% | 20.6% |
| ORLY | $76.79B | 30.7 | 6.4% | 14.3% | -254.4% | 51.6% |
| AZO | $69.97B | 29.0 | 2.4% | 13.2% | -63.5% | 52.6% |
| PAG | $10.41B | 11.2 | -0.18% | 2.9% | 17.1% | 16.4% |
| KMX | $6.12B | 25.7 | -1.8% | 0.96% | 4.1% | 10.8% |
| LAD | $7.81B | 10.3 | 4.0% | 2.2% | 12.4% | 15.2% |
| AN | $7.27B | 12.1 | 3.2% | 2.4% | 27.0% | 17.9% |
| VVV | $4.56B | 21.9 | 5.6% | 12.3% | 71.8% | 38.5% |
| ABG | · | 9.3 | 4.7% | 2.7% | 12.8% | 17.1% |
| GPI | $9.81B | 15.6 | 13.2% | 1.4% | 11.0% | 16.1% |
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Source: SEC 10-Q filed Aug 6, 2026