ARKO (ARKO)
Runs regional convenience stores, dealer fuel supply, cardlock sites, and fuel-distribution infrastructure.
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Sells fuel and store merchandise through regional convenience-store brands while supplying dealers and fleet customers. Operations span many U.S. markets, with fuel volumes, fuel margins, labor, dealer conversions, and the controlled ARKO Petroleum structure shaping the model.
Runs a regional convenience-store and fuel network built around GPM Investments. Retail stores sell fuel, merchandise, prepared food, beverages, and quick-service restaurant offerings under local brands, while wholesale supplies dealer locations, fleet fueling serves cardlock and fuel-card customers, and GPMP distributes fuel across the network.
Geography is concentrated in the United States across the Mid-Atlantic, Midwest, Northeast, Southeast, Southwest, and the District of Columbia. The operating model emphasizes acquisition integration, local brand recognition in smaller markets, fuel sourcing, and converting selected company-operated stores into dealer relationships.
Fuel volumes, fuel prices, fuel margins, store labor, and the majority-controlled ARKO Petroleum structure shape results.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | Raymond James | Downgrade | Target: $8 | Target: $7 |
| Jul 28, 2026 | Mizuho Securities | Target | Target: — | Target: $22 |
| Feb 27, 2025 | Stifel | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $253.7M · Total debt $2.33B · Total assets $3.56B · Shareholders' equity $502.1M
- Revenue
- $2.35B
- Operating income
- $30.4M
- Net income
- $6.1M
HistoryDividendAnnual yield
| Institutions | ≈ 65.69% | 73.70M shares | |
|---|---|---|---|
| 157 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 32.35% | 36.30M shares | |
| 10 holders · as of Jun 11, 2026 | |||
| Strategic holders | 11.36% | 12.74M shares | |
| 2 holders · as of Nov 20, 2023 | |||
| Adds to | 109.40% | ||
112.19M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 109.40%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Davidson Kempner Capital Management LPInstitution | 20.63% | 23.14M | as of Jun 30, 2026 |
Arie Kotler1Insiderdirector, 10 percent owner, officer: Chairman, President and CEO | 19.44% | 20.94M | filed Mar 6, 2026 |
Morris WillnerInsider10 percent owner | 10.41% | 11.68M | filed Mar 1, 2024 |
MSD Partners, L.P.Institution | 7.43% | 8.33M | filed Feb 26, 2021 |
Harvest Partners Structured Capital Fund, L.P.Institution | 6.67% | 7.48M | filed Feb 10, 2025 |
- Arie Kotler's transaction reports restate only vehicles that traded; the 2021 ownership statement (20.94M) plus the 871.9K net shares acquired since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 11, 2026 | Maury Bricks | officer: General Counsel/Secretary | −10,000 | $8.50 |
| Jun 10, 2026 | Maury Bricks | officer: General Counsel/Secretary | −10,000 | $8.00 |
| Jun 5, 2026 | Maury Bricks | officer: General Counsel/Secretary | −15,000 | $7.69 |
| May 21, 2026 | Arie Kotler | director, 10 percent owner, officer: Chairman, President and CEO | −12,000 | $9.00 |
| Mar 17, 2026 | Charles Galagher Jeff | officer: Chief Financial Officer, EVP | +40,000 | $5.07 |
- Murphy USA
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- Casey's General Stores
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- Sunoco
Wholesale fuel distributor competing for dealer and supply economics
- CrossAmerica Partners
Wholesale and retail fuel-site operator in fragmented U.S. markets
- WEX
Fleet fuel-card network overlapping with cardlock and fuel-card services
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ARKO | $4.28 | +0.91% | $475.7M | 59.6 | 32.9 | 0.1 | +17.4% |
| Murphy USA | $515.05 | +1.19% | $9.40B | 15.5 | 16.9 | 0.4 | +36.0% |
| Casey's General Stores | $581.80 | −0.60% | $21.66B | 28.2 | 27.0 | 1.2 | +24.3% |
| Sunoco | $74.65 | +0.31% | $10.18B | 14.6 | 9.0 | 0.3 | +164.6% |
| CrossAmerica Partners | $22.16 | +0.52% | $840.9M | 15.6 | 21.7 | 0.2 | +22.6% |
| WEX | $181.45 | −3.13% | $6.38B | 18.7 | 8.9 | 2.3 | +14.2% |
| Median | 15.6 | 16.9 | 0.4 | +24.3% |