SUN · NYSE · Oil & Gas Refining & Marketing

Sunoco (SUN)

Distributes motor fuel while operating pipelines, terminals, retail sites, and a refinery.

$74.51
vs last close+0.09 (+0.12%)
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Sunoco LPSUN
Energy

Distributes branded and unbranded motor fuel through wholesale, commission-agent, commercial, and company-operated retail channels, while pipelines, terminals, transmix processing, and the Burnaby refinery extend the business into energy infrastructure. Most revenue comes from the United States, with operations also spanning Canada, the Greater Caribbean, and Europe.

Fuel Distribution supplies branded and unbranded motor fuel through dealers, distributors, commission agents, commercial accounts, and company-operated convenience stores. Property rent, card services, and franchise royalties complement fuel sales, with most revenue still generated in the United States.

Pipeline Systems transports refined products, crude oil, and ammonia, while Terminals stores fuels and processes transmix for internal and third-party customers. The Refinery segment runs the Burnaby facility, connecting Canadian fuel production with retail and commercial channels.

Long-term supply relationships link a broad distribution network to pipelines, storage, processing, retail, and refining across North America, the Greater Caribbean, and Europe. Operations depend on fuel volumes and margins, infrastructure throughput, storage demand, refinery reliability, and integration across multiple jurisdictions. Governance remains tied to Sunoco GP, owned by Energy Transfer, and SunocoCorp's board-appointment rights.

Company facts

CEOJoseph Kim
ListedSep 20, 2012
ExchangeNYSE
HeadquartersDallas, TX
CountryUnited States
Employees8,910
CIK0001552275
ISINUS86765K1097

Market cap$10.18B
EPS (ttm)$5.11
P/E (ttm)14.56
ROE18.2%
P/B1.22
P/S0.2571
Dividend yieldDiv yield5.17%
Beta−0.36vs XLE 0.51

Price target$80.00+7.5%Average of 24 analysts
ConsensusHold11 of 24 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 5, 2026BarclaysReiterate
Rating: Target: $78
Rating: OverweightTarget: $80
Jul 24, 2026Mizuho SecuritiesTarget
Target: $75
Target: $83
Jul 14, 2026BarclaysReiterate
Rating: Target: $75
Rating: OverweightTarget: $78
Jun 23, 2026BarclaysReiterate
Rating: Target: $73
Rating: OverweightTarget: $75
May 14, 2026BarclaysReiterate
Rating: Target: $63
Rating: OverweightTarget: $73

Next report
Nov 4, 26
in 43 days
EPS estimate
$2.46
Revenue estimate
$11.76B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.75$1.21$0.33$0.64$0.09$2.85$0.94Pending
Estimate$1.48$1.69$1.68$1.54$1.64$1.72$2.50$2.46
Surprise−49.3%−28.4%−80.4%−58.4%−94.5%+65.7%−62.4%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$5.27B$5.18B$5.39B$6.03B$8.60B$10.69B$14.26BPending
Estimate$6.18B$5.72B$5.59B$9.65B$9.36B$10.19B$11.05B$11.76B
Surprise−14.8%−9.5%−3.6%−37.5%−8.1%+4.9%+29.1%
Estimate$2.46
ReportedDue Nov 4, 2026
Estimate$11.76B
ReportedDue Nov 4, 2026
View details

Debt to equity177.80%
Current ratio128.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$5.75B$5.27B$5.18B$5.39B$6.03B$8.60B$10.69B$14.26B
Net income−$35.0M$103.0M$166.0M$45.0M$88.0M$97.0M$644.0M$283.0M
Net margin0.0%2.0%3.2%0.8%1.5%1.1%6.0%2.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$107.0M$237.0M$296.0M$203.0M$252.0M$174.0M$921.0M$583.0M
YoY growth−68.3%Turned profit−0.3%+35.3%+135.5%−26.6%+211.1%+187.2%

Balance sheet, Jun 30, 2026Cash & short-term investments $773.0M · Total debt $14.84B · Total assets $29.93B · Shareholders' equity $8.35B

Revenue
$14.26B
Operating income
$583.0M
Net income
$283.0M
View details

Dividend yield
5.17%
Next ex-date
Nov 7, 26
estimated · in 46 days
Annual dividend
$3.84
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Oct '25Feb '26May '26Aug '26
Dividend$0.8756$0.8865$0.8976$0.9088$0.9202$0.9317$0.9899$1.0023
Annual yield6.60%6.23%6.39%6.85%6.79%6.35%5.60%5.45%
Ex-dateNov 8Feb 7May 9Aug 8Oct 30Feb 6May 8Aug 7
Payment dateNov 19Feb 19May 20Aug 19Nov 19Feb 19May 20Aug 19
View details

Institutions32.48%66.53M shares
312 holders · as of Jun 30, 2026
Insiders0.67%1.37M shares
11 holders · as of Jun 26, 2026
Other66.85%136.92M shares
remainder

204.82M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (204.82M in the company's Sep 22, 2026 report, 136.76M elsewhere); stakes use the report.

This company has 3 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Alps Advisors IncInstitution
11.93%24.44Mas of Jun 30, 2026
Invesco Ltd.Institution
4.32%8.85Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
2.80%5.74Mas of Jun 30, 2026
Mirae Asset Global Etfs Holdings Ltd.Institution
1.47%3.01Mas of Jun 30, 2026
FMR LLCInstitution
1.26%2.59Mas of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • Global Partners

    Closest listed overlap in fuel distribution, terminals, and station operations

  • CrossAmerica Partners

    Direct U.S. peer in wholesale motor fuels, dealer sites, and convenience retail

  • Marathon Petroleum

    Broad overlap across branded fuels, refining, pipelines, and terminals

  • Phillips 66

    Integrated rival in fuel marketing, refining, pipelines, and terminals

  • Murphy USA

    Retail-fuel and convenience-store rival across major U.S. regions

  • ONEOK

    Midstream rival in refined-product and crude pipelines and storage

Compare

CompanyPriceChange
Sunoco$74.51+0.12%$10.18B14.68.90.3+164.6%
Global Partners$50.28−0.67%$1.72B10.313.10.1+46.8%
CrossAmerica Partners$22.11+0.29%$840.9M15.621.70.2+22.6%
Marathon Petroleum$395.37−1.74%$117.47B13.96.70.8+54.9%
Phillips 66$259.85−0.73%$104.94B14.98.30.7+55.9%
Murphy USA$515.34+1.25%$9.40B15.516.90.4+36.0%
ONEOK$91.97+0.19%$57.85B15.815.51.5+52.8%
Median15.214.30.6+49.8%