SUN
Sunoco LP
$71.79
-0.26%
$14.7B
No data for this timeframe.
Vol
Market Cap$14.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders4 funds
Inst. Value$201.5M
Inst. Activity4 buys / 0 sells
Reddit Sentiment69° Warm
SEC Reports4
Recent Activity
May 12, 2026
Event
SJG MANAGEMENT, LLC and GRAHAM COE v. SUN VILLA HOLDINGS, INC. D/B/A SOUTHERN SELECT VILLAS
Court ruling from District Court of Appeal of Florida. Docket: 6D2025-0390
May 5, 2026
SEC
Sunoco LP reported Q1 2026 GAAP net income of $644M (up from $207M YoY) and revenue of $10.69B (up from $5.18B YoY), dri
8-K — Impact 7/10
May 5, 2026
earnings_calendar
SUN Q1 2026 Earnings Scheduled — 2026-05-05
Apr 21, 2026
SEC
Sunoco LP announced a 6.25% increase in its quarterly distribution to $0.9899 per common unit ($3.9596 annualized), mark
8-K — Impact 5/10
Feb 27, 2026
SEC
Sunoco LP announced the pricing of a $1.2 billion private offering of senior notes, upsized from $1 billion, consisting
8-K — Impact 5/10
Inst.
FMR LLC — DOUBLED
1,848,337 shares ($96.9M)
Inst.
MORGAN STANLEY — ADD
1,639,420 shares ($85.9M)
Price Targets
$74.13
+3.3% upside
Hold
Current $71.79
Low $64.00
Median $74.00
High $80.00
8 analysts
$64.00
$80.00
Analyst Ratings
4Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 14, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 13, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| May 8, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 7, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 1, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.29 ▲ +8.8% | $0.84 — $3.63 | 595% YoY | 6 |
| Next Q | $2.31 ▼ -2.9% | $0.75 — $3.61 | 261% YoY | 6 |
| Current FY | $9.17 ▲ +14.3% | $4.87 — $14.65 | 302% YoY | 6 |
| Next FY | $8.56 ▼ -3.5% | $2.04 — $14.84 | -7% YoY | 6 |
Latest Reports
BULLISH
8-K
7/10
Sunoco LP reported Q1 2026 GAAP net income of $644M (up from $207M YoY) and revenue of $10.69B (up from $5.18B YoY), dri
May 5, 2026
BULLISH
8-K
5/10
Sunoco LP announced a 6.25% increase in its quarterly distribution to $0.9899 per common unit ($3.9596 annualized), mark
Apr 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $96.9M | DOUBLED |
| MORGAN STANLEY | $85.9M | ADD |
| WELLS FARGO & COMPANY/MN | $10.6M | ADD |
| BANK OF AMERICA CORP | $8.1M | ADD |
Reddit Sentiment
69°▲
Warm
Bearish
Neutral
Bullish
4 institutional holders with $201.5M total value (3,844,137 shares) as of 2025-Q4. Top holders: FMR, MORGAN, WELLS. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 1,848,337 | $96.9M | 48.1% | DOUBLED +405.5% |
| 2 | MORGAN STANLEY | 1,639,420 | $85.9M | 42.6% | ADD +60.5% |
| 3 | WELLS FARGO & COMPANY/MN | 201,360 | $10.6M | 5.2% | ADD +25.4% |
| 4 | BANK OF AMERICA CORP /DE/ | 155,020 | $8.1M | 4.0% | ADD +59.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 365,630 | 1,848,337 | +405.5% | $96.9M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,021,720 | 1,639,420 | +60.5% | $85.9M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 160,554 | 201,360 | +25.4% | $10.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 97,031 | 155,020 | +59.8% | $8.1M | 2025-Q4 |
| FMR LLC | DOUBLED | 24,189 | 365,630 | +1411.6% | $18.3M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 210,222 | 97,031 | -53.8% | $4.9M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 158,973 | 210,222 | +32.2% | $11.3M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 1,712,814 | 1,163,693 | -32.1% | $67.6M | 2025-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 6.0/10.
BULLISH
8-K
7/10
Sunoco LP reported Q1 2026 GAAP net income of $644M (up from $207M YoY) and revenue of $10.69B (up f
May 5, 2026
BULLISH
8-K
5/10
Sunoco LP announced a 6.25% increase in its quarterly distribution to $0.9899 per common unit ($3.95
Apr 21, 2026
NEUTRAL
8-K
5/10
Sunoco LP announced the pricing of a $1.2 billion private offering of senior notes, upsized from $1
Feb 27, 2026
MIXED
8-K
7/10
Sunoco LP filed an 8-K to provide pro forma financials for its acquisition of Parkland Corporation,
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (92% buy). Based on 12 analysts: 4 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$74.13 mean target
+3.3% upside
Hold (1.38)
$64.00 Low
$80.00 High
| Metric | Value |
|---|---|
| Current Price | $71.79 |
| Target Low | $64.00 |
| Target Mean | $74.13 |
| Target Median | $74.00 |
| Target High | $80.00 |
| # Analysts | 8 |
| Recommendation | Hold (1.38) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.29 | $0.84 | $3.63 | 595.4% | +8.8% | 1↑ 0↓ | $10.1B | 87.8% | 6 |
| Next Q 2026-09-30 |
$2.31 | $0.75 | $3.61 | 261.0% | -2.9% | 0↑ 1↓ | $10.5B | 74.7% | 6 |
| Current FY 2026-12-31 |
$9.17 | $4.87 | $14.65 | 302.3% | +14.3% | 1↑ 1↓ | $43.7B | 73.3% | 6 |
| Next FY 2027-12-31 |
$8.56 | $2.04 | $14.84 | -6.7% | -3.5% | 2↑ 3↓ | $45.1B | 3.3% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.295 | |
| 7d ago | $0.000 | +2.295 |
| 30d ago | $2.108 | +0.186 |
| 60d ago | $2.015 | +0.279 |
| 90d ago | $2.180 | +0.115 |
8 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 14, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 13, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 8, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 7, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 1, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 28, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 24, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 13, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 18, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 5, 2026 | Raymond James | UPGRADE | Outperform | Strong Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
69°
Warm
Bearish
Neutral
Bullish
12 mentions
6 bullish
0 bearish
10 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 9, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Apr 9, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Apr 8, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 8, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 31, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 31, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
THE POWER OF THE SUN ☀️
▲ 1
💬 1
⚡ 0.5
DIAMOND HANDING THE SUN
▲ 1
💬 0
⚡ 0.5
DOUBLING DOWN ON THE SUN ☀️
▲ 1
💬 1
⚡ 0.5
May 12, 2026
Enforcement
SJG MANAGEMENT, LLC and GRAHAM COE v. SUN VILLA HOLDINGS, INC. D/B/A SOUTHERN SELECT VILLAS
Court ruling from District Court of Appeal of Florida. Docket: 6D2025-0390
May 5, 2026
earnings_calendar
SUN Q1 2026 Earnings Scheduled — 2026-05-05
Apr 23, 2026
short_interest
FTD: SUN — 18,276 shares ($1.2M) failed to deliver
Settlement: 20260423, Price: $66.10, FTD Value: $1,208,043.6, SUNOCO LP COM UNIT REPSTG LTD
Mar 31, 2026
short_interest
FTD: SUN — 37,507 shares ($2.5M) failed to deliver
Settlement: 20260331, Price: $66.32, FTD Value: $2,487,464.24, SUNOCO LP COM UNIT REPSTG LTD
Mar 20, 2026
short_interest
FTD: SUN — 20,402 shares ($1.4M) failed to deliver
Settlement: 20260320, Price: $67.26, FTD Value: $1,372,238.52, SUNOCO LP COM UNIT REPSTG LTD
Feb 4, 2026
short_interest
FTD: SUN — 16,704 shares ($1.0M) failed to deliver
Settlement: 20260204, Price: $57.67, FTD Value: $963,319.68, SUNOCO LP COM UNIT REPSTG LTD
Feb 3, 2026
short_interest
FTD: SUN — 11,247 shares ($0.6M) failed to deliver
Settlement: 20260203, Price: $56.92, FTD Value: $640,179.24, SUNOCO LP COM UNIT REPSTG LTD