ARKO Petroleum (APC)
Distributes fuel to independent dealers, commercial fleets, and its parent’s convenience stores.
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Distributes motor fuel to third-party dealers, commercial fleets, and ARKO Corp. retail sites through Wholesale, Fleet Fueling, and GPMP. Cost-plus contracts, consignment arrangements, cardlock sales, and fuel-card commissions generate revenue, while the convenience-store parent retains voting control and provides shared services.
Distributes motor fuel through Wholesale, Fleet Fueling, and GPMP across more than 30 U.S. states. Wholesale supplies third-party dealers, sub-wholesalers, and bulk buyers under cost-plus, consignment, and other contracts; Fleet Fueling operates unattended cardlock sites and earns commissions from proprietary cards accepted through a nationwide network; GPMP procures and supplies fuel within the platform and to ARKO Corp. retail sites.
Pairs long-term supply agreements with broad supplier relationships and a cardlock network serving commercial and municipal fleets. ARKO Corp. remains the controlling stockholder, supplies scale through its retail network, and provides executive and administrative services. Related-party GPMP sales use a fixed-margin or fixed-fee structure, while wholesale growth also reflects ARKO retail stores converted to dealer-operated locations.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | UBS | Reiterate | Rating: —Target: $22 | Target: $21 |
| Jul 28, 2026 | Mizuho Securities | Target | Target: $20 | Target: $22 |
| May 11, 2026 | Raymond James | Target | Target: $23 | Target: $25 |
| Mar 9, 2026 | Capital One Financial | Target | Target: — | Target: $21 |
| Mar 9, 2026 | Raymond James | Target | Target: — | Target: $23 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $14.6M · Total debt $783.4M · Total assets $1.39B · Shareholders' equity $257.8M
- Revenue
- $1.84B
- Operating income
- $24.3M
- Net income
- $12.2M
HistoryDividendAnnual yield
| Institutions | 2.07% | 12.41M shares | |
|---|---|---|---|
| 78 holders · as of Jun 30, 2026 | |||
| Strategic holders | 0.03% | 175.0K shares | |
| 1 holder · as of May 12, 2026 | |||
| Other | 97.90% | 587.40M shares | |
| remainder | |||
599.99M company shares as of Aug 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Jul 2016 quarterly report; nothing newer is on file here.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Blackstone Inc.Institution | 0.44% | 2.65M | as of Jun 30, 2026 |
Cohen & Steers, Inc.Institution | 0.18% | 1.09M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 0.17% | 1.01M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 0.14% | 829,995 | as of Jun 30, 2026 |
CIBC Bancorp USA Inc.Institution | 0.10% | 625,914 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 3, 2026 | Blackstone Holdings I L.P. | 10 percent owner | −25,000 | $19.00 |
| Feb 12, 2026 | Blackstone Holdings I L.P. | 10 percent owner | +100,000 | $17.66 |
- Sunoco
Largest independent fuel distributor in Americas; ~9,200 dealer relationships.
- CrossAmerica Partners
Top-10 independent wholesale fuel distributor; ~986 dealer sites in 34 states.
- Global Partners
Northeast-focused gasoline wholesaler; supplies ~1,524 stations via 54 terminals.
- Corpay
Global fleet fuel card and cardlock operator via Fuelman, Comdata, CFN networks.
- WEX
Leading fleet fuel card platform; closed-loop network at ~95% of US fuel stations.
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ARKO Petroleum | $17.57 | +0.06% | $10.81B | — | 16.9 | 1.6 | — |
| Sunoco | $73.50 | +0.46% | $10.18B | 14.6 | 8.8 | 0.3 | +164.6% |
| CrossAmerica Partners | $21.95 | −0.36% | $840.9M | 15.6 | 21.6 | 0.2 | +22.6% |
| Global Partners | $49.25 | +0.26% | $1.72B | 10.3 | 12.8 | 0.1 | +46.8% |
| Corpay | $392.95 | −0.01% | $25.96B | 24.2 | 13.4 | 5.2 | +21.5% |
| WEX | $181.23 | +0.02% | $6.38B | 18.7 | 8.9 | 2.3 | +14.2% |
| Median | 15.6 | 12.8 | 0.3 | +22.6% |