World Kinect (WKC)
Connects fuel, trip support, natural gas, and marine logistics to transportation customers.
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Supplies fuel, trip support, natural gas, and marine logistics through Aviation, Land, and Marine segments. Aviation is the main profit engine, Land is being reset around core North American activities, and Marine remains a global fuel and services counterparty for shipping and government customers.
Operates an asset-light energy fulfillment platform across Aviation, Land, and Marine. Aviation supplies fuel management, ground handling, dispatch, flight planning, scheduling, and trip support to airlines, cargo carriers, business aviation, airports, fixed-base operators, and government customers.
Land sells liquid fuels, natural gas, and related services mainly in North America, using contract sales, spot sales, and a cardlock network. Marine markets fuel, lubricants, market intelligence, credit, and logistics support to container, dry bulk, tanker, cruise, yacht, government, and fuel-supplier customers.
The operating model combines fuel supply, service coordination, market intelligence, customer credit, and logistics in an intermediary role. Current portfolio shape reflects a Land reset, the Universal trip-support acquisition, and exits from non-core operations.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 29, 2026 | Morgan Stanley | Target | Target: $28 | Target: $30 |
| Oct 25, 2024 | Stifel | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $135.3M · Total debt $745.3M · Total assets $6.60B · Shareholders' equity $1.26B
- Revenue
- $13.71B
- Operating income
- $132.5M
- Net income
- $49.7M
HistoryDividendAnnual yieldUpcoming
| Institutions | 118.20% | 60.46M shares | |
|---|---|---|---|
| 298 holders · as of Jun 30, 2026 | |||
| Insiders | 3.95% | 2.02M shares | |
| 15 holders · as of Sep 4, 2026 | |||
| Adds to | 122.15% | ||
51.15M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 122.15%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 19.03% | 9.73M | as of Jun 30, 2026 |
Brandes Investment Partners, LPInstitution | 8.60% | 4.40M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.48% | 3.83M | as of Jun 30, 2026 |
State Street CorpInstitution | 6.57% | 3.36M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.73% | 2.93M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 2, 2026 | Michael J. Kasbar | director, officer: Executive Chairman | −10,000 | $35.40 |
| Aug 13, 2026 | Jose-Miguel Tejada | officer: EVP, Chief Financial Officer | −6,000 | $37.16 |
| Aug 3, 2026 | Michael J. Kasbar | director, officer: Executive Chairman | −10,000 | $39.41 |
| Jul 29, 2026 | Paul H. Stebbins | director | −33,445 | $39.93 |
| Jul 29, 2026 | John L. Manley | director | −10,000 | $39.88 |
- Shell (ADR)
Broad aviation, marine, and commercial-fuel overlap from an oil major
- BP (ADR)
Air bp creates direct pressure in aviation fuel and SAF
- TotalEnergies
Integrated aviation, marine, and SAF supplier with NYSE trading
- Sunoco
Large land-fuel distributor pressuring commercial and retail supply
- Global Partners
Regional land-fuel and terminal operator with commercial overlap
- CBL International
Listed marine-bunkering specialist with a narrow direct overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| World Kinect | $35.95 | +1.01% | $1.82B | — | 12.9 | 0.0 | +50.0% |
| Shell (ADR) | $93.92 | +0.69% | $260.05B | 10.3 | 9.0 | 0.9 | +44.7% |
| BP (ADR) | $43.41 | +0.58% | $113.19B | 21.6 | 7.9 | 0.5 | +46.5% |
| TotalEnergies | $89.63 | −0.48% | $200.56B | 11.3 | 8.1 | 1.0 | +26.2% |
| Sunoco | $73.83 | −0.79% | $10.18B | 14.6 | 8.9 | 0.3 | +164.6% |
| Global Partners | $49.96 | −1.30% | $1.72B | 10.3 | 13.0 | 0.1 | +46.8% |
| CBL International | $5.31 | +0.76% | $11.1M | — | — | 0.1 | — |
| Median | 11.3 | 8.9 | 0.4 | +46.5% |