ARKO

ARKO Corp.

Nasdaq · Retail-Convenience Stores · Inc. DE · CIK 0001823794
$7.61 +1.60% $853.7M
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)6 New Institutional Positions
Vol
Market Cap$853.7M
Cap SizeSmall Cap
Inst. Holders8 funds
Inst. Value$26.9M
Inst. Activity6 buys / 0 sells
Insider Activity1B / 2S
Insider Net $-$594.7K
SEC Reports3
Press Releases1
Exchange Nasdaq·Sector Retail-Convenience Stores·Inc. DE·CIK 0001823794·Prev Close $7.49

Recent Activity

Jun 5, 2026 Insider
Bricks Maury sold 15,000 shares
General Counsel/Secretary @ $7.69 ($115.3K)
Jun 4, 2026 Insider
Edmiston Sherman III sold 21,262 shares
Director @ $0.00 ($0.00)
Jun 4, 2026 Insider
FRIEDMAN AVRAM Z sold 21,262 shares
Director @ $0.00 ($0.00)
May 7, 2026 SEC
ARKO Corp. reported Q1 2026 results with a net loss of $5.6M, significantly improved from a $12.7M loss a year ago, driv
8-K — Impact 7/10
May 7, 2026 earnings
ARKO Corp. Reports First Quarter 2026 Results
<p>RICHMOND, Va., May 07, 2026 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO) (“ARKO” or the “Compa
Apr 20, 2026 SEC
ARKO Corp. has filed a definitive proxy statement (DEFA14A) for its annual shareholder meeting. The filing is routine an
DEFA14A — Impact 2/10
Feb 26, 2026 SEC
ARKO Corp. reported improved 2025 financial results, highlighted by a significant increase in Adjusted EBITDA and net in
8-K — Impact 7/10
Inst.
MORGAN STANLEY — ADD
225,129 shares ($1.0M)

Price Targets

Historical data — last covering-analyst action May 2025. No current recommendation available.
$8.50 (May 2025)
Current $7.63 Low $8.00 Median $8.50 High $9.00 2 analysts
$8.00 $9.00

Analyst Ratings

Historical distribution88% buy · 8 analysts · last covering-analyst action May 2025
3Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
May 12, 2025 BMO Capital MAINTAIN Market Perform → Market Perform
May 9, 2025 Raymond James MAINTAIN Strong Buy → Strong Buy
Feb 27, 2025 Stifel DOWNGRADE Buy → Hold
Aug 8, 2024 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 9, 2024 BMO Capital MAINTAIN Market Perform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.15 $0.15 — $0.15 -6% YoY 1
Next Q $0.14 ▼ -22.2% $0.14 — $0.14 40% YoY 1
Current FY $0.29 ▲ +11.5% $0.29 — $0.29 93% YoY 1
Next FY $0.39 ▲ +8.3% $0.39 — $0.39 34% YoY 1

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$17.2M
CHARLES SCHWAB INVESTMENT MANAGEMENT$6.6MADD
MORGAN STANLEY$1.0MADD
TWO SIGMA INVESTMENTS, LP$930.2KNEW
BANK OF AMERICA CORP$599.8KDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Bricks MaurySELL$115.3K
Jun 4, 2026Edmiston ShermanA$0.00
Jun 4, 2026FRIEDMAN AVRAMA$0.00
Jun 4, 2026Fogel YonaA$0.00
Jun 4, 2026HEYER ANDREWA$0.00
8 institutional holders with $26.9M total value (5,933,447 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 6 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC3,793,824$17.2M63.9%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,448,758$6.6M24.4%ADD +28.5%
3MORGAN STANLEY225,129$1.0M3.8%ADD +34.0%
4TWO SIGMA INVESTMENTS, LP204,885$930.2K3.5%NEW
5BANK OF AMERICA CORP /DE/132,124$599.8K2.2%DOUBLED +254.4%
6WELLS FARGO & COMPANY/MN84,471$383.5K1.4%ADD +46.9%
7RENAISSANCE TECHNOLOGIES LLC31,700$143.9K0.5%ADD +45.4%
8FMR LLC12,556$57.0K0.2%DOUBLED +823.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD168,067225,129+34.0%$1.0M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW204,885$930.2K2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED37,284132,124+254.4%$599.8K2025-Q4
WELLS FARGO & COMPANY/MNADD57,50984,471+46.9%$383.5K2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD21,80031,700+45.4%$143.9K2025-Q4
FMR LLCDOUBLED1,36012,556+823.2%$57.0K2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD951,2571,222,167+28.5%$5.6M2025-Q3
UBS Group AGTRIM496,543198,883-59.9%$908.9K2025-Q3
MORGAN STANLEYTRIM259,023168,067-35.1%$768.1K2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW21,800$99.6K2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD748,109951,257+27.2%$4.0M2025-Q2
UBS Group AGDOUBLED237,292496,543+109.3%$2.1M2025-Q2
BANK OF AMERICA CORP /DE/TRIM107,07541,519-61.2%$175.6K2025-Q2
FMR LLCADD8701,095+25.9%$4.6K2025-Q2
UBS Group AGADD162,186237,292+46.3%$937.3K2025-Q1
FMR LLCTRIM2,665870-67.4%$3.4K2025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT10,2000-100.0%$0.002025-Q1
UBS Group AGADD82,751162,186+96.0%$1.1M2024-Q4
CITADEL ADVISORS LLCTRIM195,53487,447-55.3%$576.3K2024-Q4
WELLS FARGO & COMPANY/MNADD35,72946,276+29.5%$305.0K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW871,241$6.1M2024-Q3
MORGAN STANLEYADD318,634415,496+30.4%$2.9M2024-Q3
9 unique insiders with 3 transactions. Net insider value: -$594.7K ($616.84 bought, $595.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Bricks MauryGeneral Counsel/SecretarySELL15,000$7.69$115.3K
Jun 4, 2026Edmiston Sherman IIIDirectorA21,262$0.00$0.00
Jun 4, 2026FRIEDMAN AVRAM ZDirectorA21,262$0.00$0.00
Jun 4, 2026Fogel YonaDirectorA21,262$0.00$0.00
Jun 4, 2026HEYER ANDREW RDirectorA21,262$0.00$0.00
Jun 4, 2026Shapira Karet LauraDirectorA21,262$0.00$0.00
May 21, 2026Kotler ArieChairman, President and CEOSELL12,000$40.00$480.0K
Apr 1, 2026HEYER ANDREW RDirectorA6,118$0.00$0.00
Apr 1, 2026Fogel YonaDirectorA1,081$0.00$0.00
Apr 1, 2026Edmiston Sherman IIIDirectorA437$0.00$0.00
Apr 1, 2026FRIEDMAN AVRAM ZDirectorA5,244$0.00$0.00
Mar 30, 2026Kotler ArieChairman, President and CEOA324,494$0.00$0.00
Mar 17, 2026Jeff Charles GalagherChief Financial Officer, EVPBUY123$5.02$616.84
Mar 5, 2026Kotler ArieChairman, President and CEOM104,124$0.00$0.00
Mar 5, 2026Kotler ArieChairman, President and CEOM104,124$0.00$0.00
Mar 3, 2026Bricks MauryGeneral Counsel/SecretaryM23,250$0.00$0.00
Mar 3, 2026Bricks MauryGeneral Counsel/SecretaryM23,250$0.00$0.00
Mar 3, 2026Nuchamovitz EyalSee RemarksM23,250$0.00$0.00
Mar 3, 2026Nuchamovitz EyalSee RemarksM23,250$0.00$0.00
Mar 1, 2026Kotler ArieChairman, President and CEOM69,581$0.00$0.00
Mar 1, 2026Kotler ArieChairman, President and CEOM69,581$0.00$0.00
Mar 1, 2026Nuchamovitz EyalSee RemarksM35,959$0.00$0.00
Mar 1, 2026Nuchamovitz EyalSee RemarksM15,540$0.00$0.00
Mar 1, 2026Bricks MauryGeneral Counsel/SecretaryM35,959$0.00$0.00
Mar 1, 2026Bricks MauryGeneral Counsel/SecretaryM15,540$0.00$0.00
Feb 27, 2026Bricks MauryGeneral Counsel/SecretaryA38,462$0.00$0.00
Feb 27, 2026Kotler ArieChairman, President and CEOA186,959$0.00$0.00
Feb 27, 2026Kotler ArieChairman, President and CEOA410,503$0.00$0.00
Feb 27, 2026Nuchamovitz EyalSee RemarksA52,448$0.00$0.00
Feb 27, 2026Nuchamovitz EyalSee RemarksA77,869$0.00$0.00
Feb 27, 2026Bricks MauryGeneral Counsel/SecretaryA77,869$0.00$0.00
Feb 27, 2026Jeff Charles GalagherChief Financial Officer, EVPA54,645$0.00$0.00
Historical analyst distribution (last covering-analyst action May 2025): 88% buy across 8 analysts — 3 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action May 2025. No current recommendation available.
$8.50 mean target (May 2025)
$8.00 Low $9.00 High
MetricValue
Current Price$7.63
Target Low$8.00
Target Mean$8.50
Target Median$8.50
Target High$9.00
# Analysts2
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.15 $0.15 $0.15 -6.3% +0.0% 1↑ 0↓ $1.9B -3.6% 1
Next Q
2026-09-30
$0.14 $0.14 $0.14 40.0% -22.2% 0↑ 1↓ $2.0B -3.3% 1
Current FY
2026-12-31
$0.29 $0.29 $0.29 93.3% +11.5% 1↑ 0↓ $7.4B -2.8% 1
Next FY
2027-12-31
$0.39 $0.39 $0.39 34.5% +8.3% 1↑ 0↓ $7.4B -1.1% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.150
7d ago$0.150
30d ago$0.150
60d ago$0.150
90d ago$0.140+0.010
4 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 4 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2025 BMO Capital MAINTAIN Market Perform Market Perform
May 9, 2025 Raymond James MAINTAIN Strong Buy Strong Buy
Feb 27, 2025 Stifel DOWNGRADE Buy Hold
Aug 8, 2024 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 9, 2024 BMO Capital MAINTAIN Market Perform Market Perform
Apr 19, 2024 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 29, 2024 BMO Capital MAINTAIN Market Perform Market Perform
Nov 14, 2023 BMO Capital DOWNGRADE Outperform Market Perform
Nov 8, 2023 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Aug 9, 2023 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 12, 2023 Stifel MAINTAIN Buy Buy
May 10, 2023 BMO Capital MAINTAIN Outperform Outperform
Mar 10, 2023 BMO Capital MAINTAIN Outperform
Feb 6, 2023 Wells Fargo MAINTAIN Equal-Weight
Jan 9, 2023 BMO Capital MAINTAIN Outperform
Aug 10, 2022 Wells Fargo MAINTAIN Equal-Weight
May 25, 2022 Wells Fargo INITIATE Equal-Weight
Mar 19, 2021 Stifel INITIATE Buy
Feb 5, 2021 Raymond James INITIATE Strong Buy
Jan 26, 2021 BMO Capital INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263410088%
May 1, 20263410088%
Apr 1, 20263410088%
Mar 1, 20263410088%
Feb 1, 20263410088%
Jan 1, 20263420078%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 7, 2026
earnings
ARKO Corp. Reports First Quarter 2026 Results
<p>RICHMOND, Va., May 07, 2026 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO) (“ARKO” or the “Company”), a Fortune 500 company and one of the largest
May 7, 2026
earnings_calendar
ARKO Q1 2026 Earnings Scheduled — 2026-05-07
Apr 23, 2026
earnings
ARKO to Report First Quarter 2026 Financial Results on May 7, 2026
<p>RICHMOND, Va., April 23, 2026 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO) (the “Company”), a Fortune 500 company and one of the largest conveni
Apr 16, 2026
short_interest
FTD: ARKO — 821,244 shares ($5.0M) failed to deliver
Settlement: 20260416, Price: $6.11, FTD Value: $5,017,800.84, ARKO CORP
Apr 15, 2026
short_interest
FTD: ARKO — 860,825 shares ($4.9M) failed to deliver
Settlement: 20260415, Price: $5.68, FTD Value: $4,889,486, ARKO CORP
Mar 17, 2026
other
As Fuel Prices Rise, ARKO Has Saved its Customers More Than $3.75 Million on Fuel Through its Fueling America’s Future Campaign and Earning Cents-Off Fuel Through its fas REWARDS® App
<p>RICHMOND, Va., March 17, 2026 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO), a Fortune 500 company and one of the largest convenience store opera
Mar 16, 2026
earnings
ARKO Petroleum Corp. to Report Fourth Quarter and Full Year 2025 Financial Results on March 30, 2026
ARKO Petroleum Corp. to Report Fourth Quarter and Full Year 2025 Financial Results on March 30, 2026
Mar 12, 2026
other
As Gas Prices Rise, ARKO Highlights “Fueling America’s Future” With Stackable Savings Up to $2.50 Off Per Gallon
<p>RICHMOND, Va., March 12, 2026 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO), a Fortune 500 company and one of the largest convenience store opera
Mar 11, 2026
other
ARKO Corp. Announces Launch of New fas REWARDS® Mobile App, Enhancing Customer Savings and Loyalty Experience
<p>RICHMOND, Va., March 11, 2026 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO), a Fortune 500 company and one of the largest convenience store opera
Feb 25, 2026
earnings_calendar
ARKO Q4 2025 Earnings After Market Close — 2026-02-25