Sunoco Dirección
Dirección controles de criterios 2/4
El CEO de Sunoco es Joe Kim , nombrado en Jun 2017, tiene una permanencia de 8.92 años. compensación anual total es $12.32M, compuesta por 7.2% salario y 92.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.19% de las acciones de la empresa, por valor de $17.03M. La antigüedad media del equipo directivo y de la junta directiva es de 6.1 años y 4.5 años, respectivamente.
Información clave
Joe Kim
Chief Executive Officer (CEO)
US$12.3m
Compensación total
| Porcentaje del salario del CEO | 7.24% |
| Permanencia del CEO | 8.9yrs |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | 6.1yrs |
| Promedio de permanencia en la Junta Directiva | 4.5yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • May 09
Sunoco: Distribution Growth Is Set To Continue
Summary Sunoco LP remains a buy, supported by robust Q1 results, stable fee-driven growth, and a healthy 5.9% distribution yield. Q1 EBITDA hit $867M, boosted by Parkland acquisition and favorable market volatility; distribution coverage is a strong 1.9x. Parkland integration is on track, with $125M in-year cost savings and $250M+ run-rate synergies expected; management reaffirmed full-year guidance. IDRs paid to ET cap long-term distribution growth, but SUN can sustain 5% annual growth through 2031 via excess coverage and accretive M&A. Read the full article on Seeking Alpha
Actualización del análisis • Apr 27
SUN: Rising Distributions And Debt Offering Will Support Steady Forward Outlook
Analysts have kept their average price target for Sunoco steady at $67.25, citing slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E expectations as the key drivers behind the unchanged view. What's in the News Sunoco LP declared a quarterly distribution of $0.9899 per common unit, or $3.9596 annualized, for the quarter ended March 31, 2026.Actualización del análisis • Apr 11
SUN: Fixed Income Offering And Rising Distribution Will Support Fair Value Outlook
Analysts have kept Sunoco's fair value estimate steady at $67.25, citing slightly adjusted discount rate and forward P/E inputs as the key drivers behind the unchanged price target. What's in the News BofA Securities, Inc.Actualización del análisis • Mar 27
SUN: Fixed Income Offering And Distribution Policy Will Support Fair Value Outlook
Analysts have raised their Sunoco price target from $65.88 to $67.25, citing updated assumptions about the discount rate, profit margin, and future P/E as the key drivers behind the change. What's in the News BofA Securities, Inc.Actualización del análisis • Mar 13
SUN: Fixed Income Deal And Higher Distribution Will Support Fairly Valued Outlook
Analysts have kept their Sunoco price target effectively unchanged at about $65.88, citing steady assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as support for maintaining this level. What's in the News BofA Securities, Inc.Actualización del análisis • Feb 27
SUN: Future Distribution Stability Will Balance Racing Partnership Ambitions
Analysts have raised their Sunoco price target from $64.71 to $65.88, reflecting updated views on revenue growth assumptions, profit margins, and the P/E multiple applied to the stock. What's in the News Sunoco LP declared a quarterly distribution of $0.9317 per common unit, or $3.7268 on an annualized basis, for the quarter ended December 31, 2025, with payment scheduled for February 19, 2026 to holders of record on February 6, 2026 (Key Developments).Seeking Alpha • Apr 28
Sunoco: Tariff Resistant But Fairly Valued (Rating Downgrade)
Summary Shares of Sunoco LP have shown strong performance, returning about 10% over the past year, driven by stable cash flow and secure dividends. SUN operates a resilient fuel distribution business with limited commodity risk, benefiting from take-or-pay contracts and strategic acquisitions like NuStar. Despite economic uncertainties, the Company's strong balance sheet and conservative growth spending strategy support continued distribution growth and financial stability. Given current valuation and limited capital appreciation potential, I am downgrading Sunoco shares to a 'Hold' for income-focused investors. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Sunoco: Have Your Growth, And Income Too
Summary Sunoco LP is a leading midstream company with a robust asset base, rising margins, and a well-supported 6.2% yield, making it attractive for income investors. The NuStar acquisition expanded SUN's infrastructure, driving record EBITDA growth and positioning the company for long-term success, with $150 million in expected synergies by 2027. Favorable industry dynamics, including constrained pipeline and storage capacity, enhance the value of SUN's existing assets, ensuring strong demand and utilization. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Sunoco: Excess Retained Cash Flow Creates An Opportunity (Rating Upgrade)
Summary Sunoco LP has underperformed the market, gaining only 4% over the past year, but its integration of NuStar assets has been successful, boosting EBITDA and DCF significantly. Despite a rise in G&A expenses due to the NuStar acquisition, SUN achieved $60 million in synergies, with management confident in hitting $125 million next year. The company's balance sheet has recovered quickly, achieving a 4x net debt/EBITDA leverage target, allowing for potential capital returns to unitholders, though distribution growth will be gradual. With a solid financial position and a potential 14% return over three years, I am upgrading Sunoco shares to a buy, expecting shares to return towards $60. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
Sunoco-NuStar Transformation Will Fuel Growth And Secure Dividend
Summary Sunoco LP's acquisition of NuStar Energy creates a vertically integrated oil and gas giant with a market cap of $7.36 billion and extensive pipeline and terminal assets. The Q2 2024 earnings report shows successful initial integration, with adjusted EPS of $1.48 and total revenue of $6.17 billion, beating analyst expectations. Despite increased debt from the acquisition, Sunoco's strong top-line performance and distributable cash flow support a healthy dividend yield of 6.56%. S&P and other credit agencies upgraded SUN's ratings, expecting EBITDA expansion and deleveraging to about 4x by fiscal 2026, justifying a Buy rating. Read the full article on Seeking Alpha
Nuevo análisis • Aug 27
Decisive Moves And Acquisitions Set To Fuel Revenue And Net Margin Growth
Sunoco's strategic moves, including joint ventures and acquisitions, aim to enhance operational efficiencies, market reach, and cost savings, indicating potential revenue growth.Seeking Alpha • Aug 12
Examining Sunoco LP After The NuStar Energy Acquisition
Summary Sunoco LP distributes motor fuels to independent dealers, distributors, and commercial customers in over 40 states, totaling 8.3 billion gallons in 2023, via five subsidiary oil companies. Recent M&A activity includes acquisitions of transportation terminals, processing facilities, and convenience stores, culminating in the transformational acquisition of NuStar Energy LP for $7.3 billion. I create pro forma financial statements by combining recent financial results of NuStar and Sunoco to evaluate the investability of the senior notes and the common units after the merger. The senior debt is slightly speculative due to Sunoco's high leverage levels, while the common units are currently overpriced. I set a price target of $38.92 on the common units. Read the full article on Seeking AlphaSeeking Alpha • Jun 19
Sunoco: IDR Burden Offsets Solid Business Fundamentals
Summary Sunoco LP shares have performed well over the past year, but have generated just a 10% return compared to the market's 30% gain since my last article. Recent acquisitions and transactions have diversified and enlarged Sunoco's business, with a reaffirmed adjusted EBITDA guidance and increased synergies from NuStar. Sunoco's fee-based cash flows provide predictability, but incremental IDR payments limit long-term distribution growth potential, likely making it a market performer. Read the full article on Seeking AlphaSeeking Alpha • Apr 12
Sunoco LP: Big Deal Coming In 2024 - Mr. Market Says 'So What?'
Summary Sunoco LP is set to acquire NuStar Energy L.P. in a $7.3 billion deal, combining the largest US fuel distributor with a major midstream company. The acquisition is expected to close in Q2 2024 and will allow Sunoco to reduce leverage and increase cash flow. Sunoco's earnings for 2023 saw a record high in adjusted EBITDA, while its dividend yield is currently at 6.18%. Read the full article on Seeking AlphaSeeking Alpha • Jan 25
A Fair Deal Between Sunoco And NuStar Energy
Summary Sunoco announces acquisition of NuStar Energy in a $7.3 billion all-equity deal, causing Sunoco's shares to drop and NuStar Energy's shares to rise. The deal involves NuStar Energy shareholders receiving 0.400 of a share of Sunoco stock for each share they own. The integration of the two companies is expected to result in $150 million worth of synergies and $50 million in annual savings from refinancing and paying off existing securities. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
Sunoco: An Attractive Investment Prospect At An Unattractive Price Point
Summary Sunoco LP has delivered impressive stock performance, trading at historic highs and surpassing revenue expectations. Concerns for potential investors include a decline in YoY revenue and a high payout ratio. Sunoco has taken strategic actions to improve its financial health and growth opportunities, such as divesting convenience stores and considering the acquisition of international liquid fuel terminals. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
Sunoco Q3: Operational Performance Has Been Strong, But Stock Looks Fairly Valued
Summary SUN reported solid Q3 results, with strong volume growth. The company raised its full-year adjusted EBITDA outlook for the second time this year. While its operational performance has been strong, the stock looks fairly valued at the moment. Read the full article on Seeking AlphaSeeking Alpha • Nov 01
Sunoco: Steady Q3 Results With Shares At Fair Value
Summary Sunoco LP's stock has performed well over the past year, rising nearly 15% and responding positively to Q3 earnings. The company generates steady distributable cash flow and has healthy distribution coverage. However, Sunoco has limited growth prospects, making it a hold for income-oriented investors. Read the full article on Seeking AlphaSeeking Alpha • Sep 01
Sunoco Is A Solid Income Option, But IDRs Are Burdensome
Summary Sunoco has been growing its EBITDA and is a potential option for income-oriented investors. The transition from combustible engine vehicles to electric vehicles (EVs) poses a risk to Sunoco. Sunoco's opportunities lie in margins, volumes, and acquisitions. Read the full article on Seeking AlphaSeeking Alpha • Jun 23
Sunoco: 8% Yield At The Pump, Record EBITDA
Summary SUN yields 7.73% with strong 1.9X coverage. It had record EBITDA in Q1 '23. We compare SUN to CAPL for valuations, profitability, leverage, and performance. Read the full article on Seeking AlphaSeeking Alpha • Jun 03
Sunoco: Income Investors Should Take Note Of This Undervalued Opportunity
Summary Sunoco LP is a major player in the US oil and gas industry, with a diverse range of products and services, and a strong logistics infrastructure. SUN has seen consistent revenue growth over the past decade and recently closed its second acquisition in six months, purchasing 16 terminals from Zenith Energy. Despite potential risks from a US recession, Sunoco is well positioned for growth and investors should be confident in the company's leadership and strategy. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$571m |
| Dec 31 2025 | US$12m | US$892k | US$313m |
| Sep 30 2025 | n/a | n/a | US$402m |
| Jun 30 2025 | n/a | n/a | US$279m |
| Mar 31 2025 | n/a | n/a | US$689m |
| Dec 31 2024 | US$6m | US$801k | US$716m |
| Sep 30 2024 | n/a | n/a | US$487m |
| Jun 30 2024 | n/a | n/a | US$773m |
| Mar 31 2024 | n/a | n/a | US$384m |
| Dec 31 2023 | US$5m | US$650k | US$311m |
| Sep 30 2023 | n/a | n/a | US$473m |
| Jun 30 2023 | n/a | n/a | US$285m |
| Mar 31 2023 | n/a | n/a | US$321m |
| Dec 31 2022 | US$5m | US$612k | US$397m |
| Sep 30 2022 | n/a | n/a | US$442m |
| Jun 30 2022 | n/a | n/a | US$463m |
| Mar 31 2022 | n/a | n/a | US$508m |
| Dec 31 2021 | US$3m | US$544k | US$446m |
| Sep 30 2021 | n/a | n/a | US$429m |
| Jun 30 2021 | n/a | n/a | US$426m |
| Mar 31 2021 | n/a | n/a | US$417m |
| Dec 31 2020 | US$4m | US$554k | US$135m |
| Sep 30 2020 | n/a | n/a | US$134m |
| Jun 30 2020 | n/a | n/a | US$100m |
| Mar 31 2020 | n/a | n/a | -US$2m |
| Dec 31 2019 | US$3m | US$523k | US$235m |
Compensación vs. Mercado: La compensación total de Joe($USD12.32M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.41M).
Compensación vs. Ingresos: La compensación de Joe ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
Joe Kim (53 yo)
8.9yrs
Permanencia
US$12,317,909
Compensación
Mr. Joseph Kim, also known as Joe, has been President of Sunoco GP LLC, general partner of Sunoco LP since June 22, 2017 and has been its Chief executive officer and director since January 1, 2018. Mr. Kim...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 8.9yrs | US$12.32m | 0.19% $ 17.0m | |
| Chief Financial Officer of Sunoco GP LLC | 5.6yrs | sin datos | 0.023% $ 2.1m | |
| Executive VP & COO of Sunoco GP LLC | 7.3yrs | US$5.56m | 0.11% $ 10.4m | |
| Executive VP & Chief Sales Officer of Sunoco GP LLC | 6.1yrs | US$2.43m | 0.074% $ 6.7m | |
| Executive VP & Chief Commercial Officer of Sunoco GP LLC | 4.9yrs | US$2.40m | 0.024% $ 2.2m | |
| VP, Controller & Principal Accounting Officer of Sunoco GP LLC | 5.6yrs | sin datos | 0.013% $ 1.2m | |
| Director of Investor Relations of Sunoco GP LLC | no data | sin datos | sin datos | |
| Assistant General Counsel & Secretary of Sunoco GP LLC | no data | sin datos | sin datos | |
| Senior Manager of Communications of Sunoco GP LLC | no data | sin datos | sin datos | |
| Senior VP of Finance & Treasurer of Sunoco GP LLC | 11.8yrs | sin datos | sin datos |
6.1yrs
Permanencia media
50yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de SUN es experimentado (6.1 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 8.3yrs | US$12.32m | 0.19% $ 17.0m | |
| Independent Director of Sunoco GP LLC | 1.8yrs | US$225.00k | 0.015% $ 1.3m | |
| Independent Chairman of the Board of Sunoco GP LLC | 4.1yrs | US$225.00k | 0.0024% $ 224.6k | |
| Independent Director of Sunoco GP LLC | 5yrs | US$250.00k | 0.0064% $ 590.3k | |
| Independent Director of Sunoco GP LLC | 2.2yrs | US$301.25k | 0.0014% $ 123.7k | |
| Independent Director of Sunoco GP LLC | 8.2yrs | US$255.00k | 0.012% $ 1.1m |
4.5yrs
Permanencia media
64.5yo
Promedio de edad
Junta con experiencia: La junta directiva de SUN se considera experimentada (4.5 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 12:09 |
| Precio de las acciones al final del día | 2026/05/11 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Sunoco LP está cubierta por 23 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ethan Bellamy | Baird |
| Theresa Chen | Barclays |
| Ronald Bookbinder | Benchmark Company |