SUN
Sunoco LP
$65.32
+1.57%
$13.4B
No data for this timeframe.
Vol
Market Cap$13.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders50 funds
Inst. Value$3.4B
Inst. Activity7 buys / 8 sells
Reddit Sentiment69° Warm
SEC Reports4
Recent Activity
May 5, 2026
SEC
Sunoco LP reported Q1 2026 GAAP net income of $644M (up from $207M YoY) and revenue of $10.69B (up from $5.18B YoY), dri
8-K — Impact 7/10
May 5, 2026
earnings_calendar
SUN Q1 2026 Earnings Scheduled — 2026-05-05
Apr 21, 2026
SEC
Sunoco LP announced a 6.25% increase in its quarterly distribution to $0.9899 per common unit ($3.9596 annualized), mark
8-K — Impact 5/10
Feb 27, 2026
SEC
Sunoco LP announced the pricing of a $1.2 billion private offering of senior notes, upsized from $1 billion, consisting
8-K — Impact 5/10
Inst.
FMR LLC — ADD
3,637,014 shares ($236.3M)
Inst.
MORGAN STANLEY — TRIM
1,111,826 shares ($72.2M)
Price Targets
$74.13
+13.5% upside
Buy
Current $65.32
Low $64.00
Median $74.00
High $80.00
8 analysts
$64.00
$80.00
Analyst Ratings
4Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 14, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 13, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| May 8, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 7, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 1, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.29 ▲ +8.8% | $0.84 — $3.63 | 595% YoY | 6 |
| Next Q | $2.31 ▼ -2.9% | $0.75 — $3.61 | 261% YoY | 6 |
| Current FY | $9.17 ▲ +14.3% | $4.87 — $14.65 | 302% YoY | 6 |
| Next FY | $8.56 ▼ -3.5% | $2.04 — $14.84 | -7% YoY | 6 |
Latest Reports
BULLISH
8-K
7/10
Sunoco LP reported Q1 2026 GAAP net income of $644M (up from $207M YoY) and revenue of $10.69B (up from $5.18B YoY), dri
May 5, 2026
BULLISH
8-K
5/10
Sunoco LP announced a 6.25% increase in its quarterly distribution to $0.9899 per common unit ($3.9596 annualized), mark
Apr 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| ALPS ADVISORS INC | $1.6B | — |
| Invesco Ltd. | $575.5M | — |
| GOLDMAN SACHS GROUP INC | $359.2M | — |
| FMR LLC | $236.3M | ADD |
| MIRAE ASSET GLOBAL ETFS | $209.6M | — |
Reddit Sentiment
69°▲
Warm
Bearish
Neutral
Bullish
50 institutional holders with $3.4B total value (53,053,888 shares) as of 2026-Q1. Top holders: ALPS, Invesco, GOLDMAN. Net selling activity: 8 institutions trimmed/exited vs 7 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | 24,671,391 | $1.6B | 46.5% | — |
| 2 | Invesco Ltd. | 8,857,392 | $575.5M | 16.7% | — |
| 3 | GOLDMAN SACHS GROUP INC | 5,528,643 | $359.2M | 10.4% | — |
| 4 | FMR LLC | 3,637,014 | $236.3M | 6.9% | ADD +96.8% |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,226,334 | $209.6M | 6.1% | — |
| 6 | MORGAN STANLEY | 1,111,826 | $72.2M | 2.1% | TRIM -32.2% |
| 7 | Blackstone Inc. | 894,358 | $58.1M | 1.7% | TRIM -63.3% |
| 8 | BARCLAYS PLC | 794,590 | $51.6M | 1.5% | ADD +33.7% |
| 9 | Neuberger Berman Group LLC | 576,447 | $37.5M | 1.1% | — |
| 10 | RAYMOND JAMES FINANCIAL INC | 383,853 | $24.9M | 0.7% | — |
| 11 | Allianz Asset Management GmbH | 328,315 | $21.3M | 0.6% | DOUBLED +178.7% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 292,400 | $19.0M | 0.6% | — |
| 13 | CITIGROUP INC | 238,569 | $15.5M | 0.4% | — |
| 14 | WELLS FARGO & COMPANY/MN | 223,259 | $14.5M | 0.4% | ADD +25.4% |
| 15 | BANK OF AMERICA CORP /DE/ | 204,609 | $13.3M | 0.4% | ADD +32.0% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 198,800 | $12.9M | 0.4% | — |
| 17 | ROYAL BANK OF CANADA | 190,474 | $12.4M | 0.4% | — |
| 18 | CITADEL ADVISORS LLC | 180,500 | $11.7M | 0.3% | — |
| 19 | ING GROEP NV | 164,000 | $10.7M | 0.3% | NEW |
| 20 | CIBC Bancorp USA Inc. | 141,443 | $9.2M | 0.3% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 1,848,337 | 3,637,014 | +96.8% | $236.3M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 1,639,420 | 1,111,826 | -32.2% | $72.2M | 2026-Q1 |
| Blackstone Inc. | TRIM | 2,434,594 | 894,358 | -63.3% | $58.1M | 2026-Q1 |
| Allianz Asset Management GmbH | DOUBLED | 117,800 | 328,315 | +178.7% | $21.3M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 155,020 | 204,609 | +32.0% | $13.3M | 2026-Q1 |
| ING GROEP NV | NEW | — | 164,000 | — | $10.7M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 48,088 | 73,672 | +53.2% | $4.8M | 2026-Q1 |
| Cresset Asset Management, LLC | ADD | 27,525 | 47,140 | +71.3% | $3.1M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 56,418 | 40,503 | -28.2% | $2.6M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 39,841 | 14,050 | -64.7% | $909.6K | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 217,855 | 13,106 | -94.0% | $851.5K | 2026-Q1 |
| EP Wealth Advisors, LLC | TRIM | 15,910 | 6,186 | -61.1% | $401.9K | 2026-Q1 |
| Merit Financial Group, LLC | TRIM | 5,621 | 3,980 | -29.2% | $258.6K | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 1,569 | 963 | -38.6% | $62.6K | 2026-Q1 |
| HRT FINANCIAL LP | DOUBLED | 32,508 | 71,950 | +121.3% | $4.7K | 2026-Q1 |
| Blackstone Inc. | ADD | 1,883,976 | 2,434,594 | +29.2% | $127.6M | 2025-Q4 |
| FMR LLC | DOUBLED | 365,630 | 1,848,337 | +405.5% | $96.9M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,021,720 | 1,639,420 | +60.5% | $85.9M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 160,554 | 201,360 | +25.4% | $10.6M | 2025-Q4 |
| M&T BANK CORP | DOUBLED | 13,106 | 217,855 | +1562.3% | $8.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 97,031 | 155,020 | +59.8% | $8.1M | 2025-Q4 |
| Waverly Advisors, LLC | ADD | 75,655 | 125,451 | +65.8% | $6.6M | 2025-Q4 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 34,834 | 48,088 | +38.0% | $2.5M | 2025-Q4 |
| Cresset Asset Management, LLC | ADD | 19,809 | 27,525 | +39.0% | $1.4M | 2025-Q4 |
| Rockefeller Capital Management L.P. | ADD | 18,634 | 25,356 | +36.1% | $1.3M | 2025-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 6.0/10.
BULLISH
8-K
7/10
Sunoco LP reported Q1 2026 GAAP net income of $644M (up from $207M YoY) and revenue of $10.69B (up f
May 5, 2026
BULLISH
8-K
5/10
Sunoco LP announced a 6.25% increase in its quarterly distribution to $0.9899 per common unit ($3.95
Apr 21, 2026
NEUTRAL
8-K
5/10
Sunoco LP announced the pricing of a $1.2 billion private offering of senior notes, upsized from $1
Feb 27, 2026
MIXED
8-K
7/10
Sunoco LP filed an 8-K to provide pro forma financials for its acquisition of Parkland Corporation,
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (92% buy). Based on 12 analysts: 4 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$74.13 mean target
+13.5% upside
Buy (1.38)
$64.00 Low
$80.00 High
| Metric | Value |
|---|---|
| Current Price | $65.32 |
| Target Low | $64.00 |
| Target Mean | $74.13 |
| Target Median | $74.00 |
| Target High | $80.00 |
| # Analysts | 8 |
| Recommendation | Buy (1.38) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.29 | $0.84 | $3.63 | 595.4% | +8.8% | 1↑ 0↓ | $10.1B | 87.8% | 6 |
| Next Q 2026-09-30 |
$2.31 | $0.75 | $3.61 | 261.0% | -2.9% | 0↑ 1↓ | $10.5B | 74.7% | 6 |
| Current FY 2026-12-31 |
$9.17 | $4.87 | $14.65 | 302.3% | +14.3% | 1↑ 1↓ | $43.7B | 73.3% | 6 |
| Next FY 2027-12-31 |
$8.56 | $2.04 | $14.84 | -6.7% | -3.5% | 2↑ 3↓ | $45.1B | 3.3% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.295 | |
| 7d ago | $0.000 | +2.295 |
| 30d ago | $2.108 | +0.186 |
| 60d ago | $2.015 | +0.279 |
| 90d ago | $2.180 | +0.115 |
8 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 14, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 13, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 8, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 7, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 1, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 28, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 24, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 13, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 18, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 5, 2026 | Raymond James | UPGRADE | Outperform | Strong Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
69°
Warm
Bearish
Neutral
Bullish
12 mentions
6 bullish
0 bearish
10 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 9, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Apr 9, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Apr 8, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 8, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 31, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 31, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
May 5, 2026
earnings_calendar
SUN Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
short_interest
FTD: SUN — 14,000 shares ($1.0M) failed to deliver
Settlement: 20260504, Price: $68.35, FTD Value: $956,900, SUNOCO LP COM UNIT REPSTG LTD
Apr 23, 2026
short_interest
FTD: SUN — 18,276 shares ($1.2M) failed to deliver
Settlement: 20260423, Price: $66.10, FTD Value: $1,208,043.6, SUNOCO LP COM UNIT REPSTG LTD
Mar 31, 2026
short_interest
FTD: SUN — 37,507 shares ($2.5M) failed to deliver
Settlement: 20260331, Price: $66.32, FTD Value: $2,487,464.24, SUNOCO LP COM UNIT REPSTG LTD
Mar 20, 2026
short_interest
FTD: SUN — 20,402 shares ($1.4M) failed to deliver
Settlement: 20260320, Price: $67.26, FTD Value: $1,372,238.52, SUNOCO LP COM UNIT REPSTG LTD
Feb 4, 2026
short_interest
FTD: SUN — 16,704 shares ($1.0M) failed to deliver
Settlement: 20260204, Price: $57.67, FTD Value: $963,319.68, SUNOCO LP COM UNIT REPSTG LTD
Feb 3, 2026
short_interest
FTD: SUN — 11,247 shares ($0.6M) failed to deliver
Settlement: 20260203, Price: $56.92, FTD Value: $640,179.24, SUNOCO LP COM UNIT REPSTG LTD