GEL
GENESIS ENERGY LP
$16.39
+0.24%
$2.0B
No data for this timeframe.
Vol
Market Cap$2.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders4 funds
Inst. Value$72.9M
Inst. Activity2 buys / 0 sells
Insider Activity1B / 0S
Insider Net $$201.6K
SEC Reports3
Recent Activity
May 18, 2026
Insider
Gaspard Garland G bought 12,340 shares
Senior Vice President @ $16.34 ($201.6K)
May 7, 2026
SEC
Genesis Energy reported Q1 2026 revenue of $446.6M, up 12% YoY, and net income from continuing operations of $19.1M vs a
8-K — Impact 5/10
May 6, 2026
earnings_calendar
GEL Q1 2026 Earnings Scheduled — 2026-05-06
Apr 14, 2026
Insider
NICOL LOUIS V sold 7,692 shares
SVP & Chief Accounting Officer @ $0.00 ($0.00)
Apr 14, 2026
Insider
Rainsberger William W sold 13,054 shares
SVP - Offshore @ $0.00 ($0.00)
Mar 4, 2026
SEC
Genesis Energy LP issued $750 million in 6.750% senior unsecured notes due 2034, guaranteed by its subsidiaries. The pro
8-K — Impact 4/10
Feb 24, 2026
SEC
Genesis Energy LP (GEL) entered into an underwriting agreement to issue $750 million in 6.750% senior unsecured notes du
8-K — Impact 4/10
Inst.
MORGAN STANLEY — ADD
4,054,770 shares ($63.3M)
Price Targets
$19.33
+18.0% upside
Buy
Current $16.39
Low $18.00
Median $20.00
High $20.00
3 analysts
$18.00
$20.00
Analyst Ratings
1Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.02 ▼ -90.0% | $0.02 — $0.02 | 117% YoY | 1 |
| Next Q | $0.03 ▼ -85.0% | $0.03 — $0.03 | 160% YoY | 1 |
| Current FY | $0.06 ▼ -92.4% | $0.06 — $0.06 | 101% YoY | 1 |
| Next FY | $0.30 ▼ -70.3% | $0.30 — $0.30 | 400% YoY | 1 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $63.3M | ADD |
| BANK OF AMERICA CORP | $7.2M | — |
| FMR LLC | $1.4M | ADD |
| WELLS FARGO & COMPANY/MN | $1.0M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Gaspard Garland | BUY | $201.6K |
| Apr 14, 2026 | NICOL LOUIS | A | $0.00 |
| Apr 14, 2026 | Rainsberger William | A | $0.00 |
| Apr 14, 2026 | Gaspard Garland | A | $0.00 |
| Apr 14, 2026 | alexander Richard | A | $0.00 |
4 institutional holders with $72.9M total value (4,673,502 shares) as of 2025-Q4. Top holders: MORGAN, BANK, FMR. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,054,770 | $63.3M | 86.8% | ADD +39.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 461,237 | $7.2M | 9.9% | — |
| 3 | FMR LLC | 91,530 | $1.4M | 2.0% | ADD +82.0% |
| 4 | WELLS FARGO & COMPANY/MN | 65,965 | $1.0M | 1.4% | TRIM -28.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 2,897,886 | 4,054,770 | +39.9% | $63.3M | 2025-Q4 |
| FMR LLC | ADD | 50,290 | 91,530 | +82.0% | $1.4M | 2025-Q4 |
| MORGAN STANLEY | ADD | 2,378,000 | 3,355,362 | +41.1% | $57.8M | 2025-Q2 |
| UBS Group AG | ADD | 1,270,830 | 1,688,663 | +32.9% | $29.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 85,394 | 61,027 | -28.5% | $1.1M | 2025-Q2 |
| FMR LLC | NEW | — | 49,600 | — | $854.6K | 2025-Q2 |
| MORGAN STANLEY | TRIM | 3,737,529 | 2,378,000 | -36.4% | $37.3M | 2025-Q1 |
| UBS Group AG | ADD | 1,008,189 | 1,270,830 | +26.1% | $19.9M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 348,888 | 85,394 | -75.5% | $1.3M | 2025-Q1 |
| MORGAN STANLEY | ADD | 2,601,441 | 3,737,529 | +43.7% | $37.8M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 464,350 | 796,991 | +71.6% | $8.1M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 789,285 | 348,888 | -55.8% | $3.5M | 2024-Q4 |
13 unique insiders with 1 transactions. Net insider value: $201.6K ($201.6K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Gaspard Garland G | Senior Vice President | BUY | 12,340 | $16.34 | $201.6K |
| Apr 14, 2026 | NICOL LOUIS V | SVP & Chief Accounting Officer | A | 7,692 | $0.00 | $0.00 |
| Apr 14, 2026 | Rainsberger William W | SVP - Offshore | A | 13,054 | $0.00 | $0.00 |
| Apr 14, 2026 | Gaspard Garland G | Senior Vice President | A | 33,508 | $0.00 | $0.00 |
| Apr 14, 2026 | alexander Richard R | Vice President | A | 34,965 | $0.00 | $0.00 |
| Apr 14, 2026 | SIMS RYAN S | President & Chief Comm Officer | A | 72,844 | $0.00 | $0.00 |
| Apr 14, 2026 | SIMS GRANT E | Chief Executive Officer | A | 153,700 | $0.00 | $0.00 |
| Apr 14, 2026 | Jesulaitis Kristen O | CFO & CLO | A | 67,016 | $0.00 | $0.00 |
| Apr 1, 2026 | GASAWAY SHARILYN S | Director | M | 2,491 | $0.00 | $0.00 |
| Apr 1, 2026 | Taylor Jack T | Director | M | 2,570 | $0.00 | $0.00 |
| Apr 1, 2026 | GASAWAY SHARILYN S | Director | D | 2,491 | $17.88 | $44.5K |
| Apr 1, 2026 | GASAWAY SHARILYN S | Director | M | 2,491 | $0.00 | $0.00 |
| Apr 1, 2026 | GASAWAY SHARILYN S | Director | A | 2,393 | $0.00 | $0.00 |
| Apr 1, 2026 | Taylor Jack T | Director | D | 2,570 | $17.88 | $46.0K |
| Apr 1, 2026 | Taylor Jack T | Director | M | 2,570 | $0.00 | $0.00 |
| Apr 1, 2026 | Taylor Jack T | Director | A | 2,464 | $0.00 | $0.00 |
| Apr 1, 2026 | Davison James E. Jr. | Director | A | 2,286 | $0.00 | $0.00 |
| Apr 1, 2026 | JASTROW KENNETH M II | Director | M | 2,570 | $0.00 | $0.00 |
| Apr 1, 2026 | ALBERT CONRAD P | Director | D | 2,491 | $17.88 | $44.5K |
| Apr 1, 2026 | ALBERT CONRAD P | Director | M | 2,491 | $0.00 | $0.00 |
| Apr 1, 2026 | Davison James E | Director | D | 2,372 | $17.88 | $42.4K |
| Apr 1, 2026 | ALBERT CONRAD P | Director | A | 2,393 | $0.00 | $0.00 |
| Apr 1, 2026 | Davison James E | Director | M | 2,372 | $0.00 | $0.00 |
| Apr 1, 2026 | Davison James E | Director | M | 2,372 | $0.00 | $0.00 |
| Apr 1, 2026 | Davison James E | Director | A | 2,286 | $0.00 | $0.00 |
| Apr 1, 2026 | JASTROW KENNETH M II | Director | M | 2,570 | $0.00 | $0.00 |
| Apr 1, 2026 | Davison James E. Jr. | Director | M | 2,372 | $0.00 | $0.00 |
| Apr 1, 2026 | JASTROW KENNETH M II | Director | A | 2,536 | $0.00 | $0.00 |
| Apr 1, 2026 | Davison James E. Jr. | Director | D | 2,372 | $17.88 | $42.4K |
| Apr 1, 2026 | Davison James E. Jr. | Director | M | 2,372 | $0.00 | $0.00 |
| Apr 1, 2026 | JASTROW KENNETH M II | Director | D | 2,570 | $17.88 | $46.0K |
| Apr 1, 2026 | ALBERT CONRAD P | Director | M | 2,491 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 4.3/10.
MIXED
8-K
5/10
Genesis Energy reported Q1 2026 revenue of $446.6M, up 12% YoY, and net income from continuing opera
May 7, 2026
NEUTRAL
8-K
4/10
Genesis Energy LP issued $750 million in 6.750% senior unsecured notes due 2034, guaranteed by its s
Mar 4, 2026
NEUTRAL
8-K
4/10
Genesis Energy LP (GEL) entered into an underwriting agreement to issue $750 million in 6.750% senio
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (86% buy). Based on 7 analysts: 1 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$19.33 mean target
+18.0% upside
Buy (1.33)
$18.00 Low
$20.00 High
| Metric | Value |
|---|---|
| Current Price | $16.39 |
| Target Low | $18.00 |
| Target Mean | $19.33 |
| Target Median | $20.00 |
| Target High | $20.00 |
| # Analysts | 3 |
| Recommendation | Buy (1.33) |
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 |
$0.02 | $0.02 | $0.02 | 116.7% | -90.0% | 0↑ 1↓ | $0.0B | — | 1 |
| Next Q 2026-09-30 |
$0.03 | $0.03 | $0.03 | 160.0% | -85.0% | 0↑ 1↓ | $0.0B | — | 1 |
| Current FY 2026-12-31 |
$0.06 | $0.06 | $0.06 | 101.4% | -92.4% | 0↑ 1↓ | $1.7B | 3.6% | 1 |
| Next FY 2027-12-31 |
$0.30 | $0.30 | $0.30 | 400.0% | -70.3% | 0↑ 1↓ | $1.7B | 0.0% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.020 | |
| 7d ago | $0.200 | -0.180 |
| 30d ago | $0.200 | -0.180 |
| 60d ago | $0.200 | -0.180 |
| 90d ago | $0.290 | -0.270 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| Jan 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% |
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 6, 2026
earnings_calendar
GEL Q1 2026 Earnings Scheduled — 2026-05-06