UBS Group AG lowered its stake in shares of Sunoco LP (NYSE:SUN – Free Report) by 6.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 966,882 shares of the oil and gas company’s stock after selling 63,124 shares during the quarter. UBS Group AG’s holdings in Sunoco were worth $50,674,000 as of its most recent SEC filing.
A number of other hedge funds have also recently added to or reduced their stakes in SUN. Royal Bank of Canada boosted its holdings in Sunoco by 6.4% in the first quarter. Royal Bank of Canada now owns 159,128 shares of the oil and gas company’s stock valued at $9,239,000 after acquiring an additional 9,592 shares during the last quarter. Brown Advisory Inc. boosted its holdings in Sunoco by 10.9% in the second quarter. Brown Advisory Inc. now owns 12,174 shares of the oil and gas company’s stock valued at $652,000 after acquiring an additional 1,201 shares during the last quarter. NewEdge Advisors LLC boosted its holdings in Sunoco by 226.2% in the second quarter. NewEdge Advisors LLC now owns 7,088 shares of the oil and gas company’s stock valued at $380,000 after acquiring an additional 4,915 shares during the last quarter. Raymond James Financial Inc. boosted its holdings in Sunoco by 5.5% in the second quarter. Raymond James Financial Inc. now owns 365,953 shares of the oil and gas company’s stock valued at $19,611,000 after acquiring an additional 18,990 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its holdings in Sunoco by 8.1% in the second quarter. Ameriprise Financial Inc. now owns 37,488 shares of the oil and gas company’s stock valued at $1,996,000 after acquiring an additional 2,810 shares during the last quarter. Institutional investors own 24.29% of the company’s stock.
Analysts Set New Price Targets
SUN has been the topic of several recent research reports. Mizuho raised their price target on Sunoco from $66.00 to $75.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 28th. Barclays set a $63.00 price target on Sunoco in a research report on Friday, February 20th. Zacks Research upgraded Sunoco from a “strong sell” rating to a “hold” rating in a research report on Wednesday, April 1st. JPMorgan Chase & Co. raised their price target on Sunoco from $66.00 to $73.00 and gave the stock an “overweight” rating in a research report on Tuesday, March 24th. Finally, Weiss Ratings lowered Sunoco from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $70.29.
Key Headlines Impacting Sunoco
Here are the key news stories impacting Sunoco this week:
- Positive Sentiment: Q1 results beat expectations: Sunoco reported $2.85 EPS vs. $1.71 consensus and revenue of $10.69B vs. $10.19B, helped by year-over-year revenue growth and post‑Parkland scale that lifted topline and EPS. Sunoco LP and SunocoCorp LLC Report Strong First Quarter 2026 Financial and Operating Results
- Positive Sentiment: Management committed to distribution growth and M&A: the company signaled at least 5% multiyear distribution growth and is targeting ~$500M of 2026 bolt‑on acquisitions, which supports future cash returns and growth. Sunoco signals at least 5% multiyear distribution growth while targeting $500m of 2026 bolt-on acquisitions
- Positive Sentiment: Earnings call tone: management described growth momentum and integration progress from recent deals, which reinforces the beat and gives investors confidence in execution and cash flow outlook. Sunoco LP Earnings Call Signals Growth Momentum
- Neutral Sentiment: Full call transcript and detail: the transcript provides additional color on segment performance, margins and guidance assumptions for those modeling forward cash flow and distributions. Sunoco (SUN) Q1 2026 Earnings Call Transcript
- Neutral Sentiment: Be careful with ticker confusion: a separate company using the SUN symbol on Canadian exchanges (Stardust Solar) appeared in newsfeeds — that is not Sunoco LP. Stardust Solar Energy Positions for Construction Launch in Zambia
- Negative Sentiment: Financial/operational risks remain: Sunoco has meaningful leverage (debt/equity ~2.06) and a low net margin (~2.0%), leaving sensitivity to fuel price swings and margin compression; investors should weigh balance‑sheet risk versus distribution commitments. Sunoco earnings test: Can fuel price surge lift margins post-Parkland?
Sunoco Stock Performance
Shares of SUN opened at $69.78 on Wednesday. The company has a debt-to-equity ratio of 2.06, a quick ratio of 0.78 and a current ratio of 1.38. Sunoco LP has a twelve month low of $47.98 and a twelve month high of $70.00. The firm’s 50 day moving average price is $64.97 and its two-hundred day moving average price is $58.56. The firm has a market cap of $14.29 billion, a P/E ratio of 30.74 and a beta of 0.46.
Sunoco (NYSE:SUN – Get Free Report) last released its earnings results on Tuesday, May 5th. The oil and gas company reported $2.85 EPS for the quarter, beating the consensus estimate of $1.71 by $1.14. The firm had revenue of $10.69 billion for the quarter, compared to analysts’ expectations of $10.19 billion. Sunoco had a return on equity of 10.76% and a net margin of 2.01%.The business’s quarterly revenue was up 106.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.21 EPS. On average, analysts forecast that Sunoco LP will post 7.83 EPS for the current fiscal year.
Sunoco Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Shareholders of record on Friday, May 8th will be paid a $0.9899 dividend. This represents a $3.96 annualized dividend and a yield of 5.7%. The ex-dividend date is Friday, May 8th. This is a positive change from Sunoco’s previous quarterly dividend of $0.93. Sunoco’s dividend payout ratio (DPR) is presently 164.32%.
Sunoco Company Profile
Sunoco LP (NYSE: SUN) is an independent master limited partnership that specializes in the distribution and marketing of transportation fuels and related products. The company operates through two primary segments: wholesale fuel distribution and retail marketing. In wholesale distribution, Sunoco supplies branded fuels to distributors, commercial customers and resellers across the United States. Its retail marketing arm operates a network of company‐owned and franchised Sunoco branded service stations and convenience stores, providing gasoline, diesel, ethanol blends and lubricants to consumers.
Sunoco’s product portfolio extends beyond traditional fuels to include biofuels, specialty chemicals and on‐road diesel treated to meet ultra‐low sulfur requirements.
See Also
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