Global Partners LP

NYSE:GLP Rapport sur les actions

Capitalisation boursière : US$1.8b

Global Partners Dividendes et rachats

Dividende contrôle des critères 5/6

Global Partners est une société versant des dividendes avec un rendement actuel de 6.09% qui est bien couvert par les bénéfices.

Informations clés

6.1%

Rendement du dividende

1.1%

Rendement des rachats

Rendement total pour l'actionnaire7.2%
Rendement futur des dividendes6.5%
Croissance des dividendes3.9%
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distribution84%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour du récit May 11

GLP: Stable Distribution And Paused Buyback Will Support Balanced Outlook

Analysts are maintaining their $45.50 price target for Global Partners, citing updated assumptions that include a slightly higher discount rate, modestly adjusted revenue growth expectations, a small improvement in profit margin, and a marginally higher future P/E estimate. What's in the News Global Partners reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares for US$0 under its existing buyback program (Key Developments).
Seeking Alpha May 11

Global Partners: Valuation Is Favorable (Rating Upgrade)

Summary Global Partners LP is upgraded from hold to buy as valuation and technicals turn favorable after a period of market-driven weakness. GLP's Q1 2026 revenue surged 16% YoY to $5.3B, with operating margin expanding to 2.0% amid successful acquisitions and rising oil prices. Despite high debt, GLP's liquidity and manageable maturity profile support its ability to sustain operations and dividends. Current price offers a reasonable entry point, with target prices ranging from $51.36 to $59.13 based on conservative valuation approaches. Read the full article on Seeking Alpha
Mise à jour du récit Apr 22

GLP: Stable Distribution And Paused Buyback Will Support Balanced Outlook

Analysts now hold Global Partners' fair value steady at $45.50, with only fine tuning to inputs such as the discount rate, revenue growth, profit margin, and future P/E guiding this unchanged price target. What's in the News From October 1, 2025 to December 31, 2025, Global Partners repurchased 0 shares for $0 million under its June 24, 2020 buyback program, leaving total completed repurchases at 64,843 shares (0.19%) for $1.74 million (Key Developments).
Mise à jour du récit Apr 04

GLP: Stable Payout And Completed Buyback Will Support Measured Outlook

Analysts now hold their price target for Global Partners at $45.50, with the slight adjustment in discount rate and future P/E assumptions reflecting updated views on the company’s risk profile and earnings valuation. What's in the News Global Partners reported that from October 1, 2025 to December 31, 2025, it repurchased 0 shares for $0, completing a total repurchase of 64,843 units, or 0.19%, for $1.74 million under the buyback announced on June 24, 2020 (Key Developments).
Mise à jour du récit Mar 21

GLP: Stable Distribution And Completed Buyback Tranche Will Support Fair Outlook

Analysts have maintained their price target for Global Partners at $45.50, citing largely unchanged assumptions around fair value, discount rate, revenue growth, profit margin and future P/E estimates. What's in the News From October 1, 2025 to December 31, 2025, Global Partners repurchased 0 units for $0 under its existing buyback program, keeping total repurchases under the June 24, 2020 authorization at 64,843 units (0.19% of units) for $1.74 million (company filing).
Mise à jour du récit Mar 07

GLP: Stable Distribution And Updated Assumptions Will Support Fair Outlook

Analysts now set their price target for Global Partners at $45.50, a $0.50 adjustment that reflects updated views on revenue, profit margins and a lower assumed future P/E multiple. What's in the News The Board of Directors of Global GP LLC declared a cash distribution of $0.7600 per unit on Global Partners LP common units for the period from October 1, 2025 through December 31, 2025 (Key Developments).
Mise à jour du récit Feb 20

GLP: Stable Distribution And Assumption Tweaks Will Support Fair Outlook

Analysts have trimmed their price target on Global Partners from $49 to $45. Small updates to discount rate, margin and future P/E assumptions modestly reduce their estimated fair value, while broader growth expectations remain essentially unchanged.
Mise à jour du récit Feb 06

GLP: Steady Distributions And Minor Assumption Shifts Will Support Fair Outlook

Analysts have kept their price target for Global Partners steady at $49.00 per unit, citing only minor tweaks to assumptions, such as a slightly lower discount rate and a marginally adjusted future P/E multiple, rather than any major shift in their view of the partnership. What's in the News The Board of Directors of Global GP LLC declared a cash distribution of $0.7600 per unit for Global Partners common units for the period from October 1, 2025 through December 31, 2025 (Key Developments).
Mise à jour du récit Jan 23

GLP: Future Distributions And Stable Impairments Will Support Fairly Valued Outlook

Analysts have reaffirmed their fair value estimate for Global Partners at US$49.00 per unit, pointing to slightly revised discount rate and future P/E assumptions as the key drivers behind the updated price target framework. What's in the News From July 1, 2025 to September 30, 2025, Global Partners LP reported no share repurchases under its ongoing buyback.
Mise à jour du récit Jan 08

GLP: Future Cash Distributions Will Support Upside As Asset Impairments Stay Low

Analysts have left their price target for Global Partners unchanged at US$49.00, as small tweaks to assumptions like discount rate, profit margin, and forward P/E were not enough to shift their overall view of the stock’s valuation. What's in the News From July 1, 2025 to September 30, 2025, Global Partners reported no share repurchases, while confirming completion of 64,843 units repurchased for US$1.74 million under the buyback program announced on June 24, 2020 (company filing).
Mise à jour du récit Dec 25

GLP: Future Distributions Will Support Upside As Asset Impairments Remain Low

Narrative Update on Global Partners Analysts have raised their price target on Global Partners by a modest amount to reflect slightly higher long term earnings expectations and a marginally richer forward valuation multiple. What's in the News Third quarter 2025 unaudited results showed long lived asset impairment of $20,000, sharply lower than $492,000 in the prior year period, signaling reduced write downs and potentially more stable asset performance (company filing).
Mise à jour du récit Dec 11

GLP: Future Cash Distributions And Stable Margins Will Support Upside Potential

Analysts have modestly reaffirmed their outlook on Global Partners, keeping the fair value estimate effectively unchanged at about 49 dollars. Slightly lower discount rate assumptions and stable long term growth and margin expectations continue to support the current price target.
Mise à jour du récit Nov 27

GLP: Higher Revenue Growth Will Drive Future Earnings Momentum

Analysts have raised their price target for Global Partners, increasing it from $49.00 to $49.00. This change is based on expectations for slightly stronger revenue growth, despite a reduced profit margin and higher projected future P/E multiple.
Mise à jour du récit Nov 11

GLP: Net Profit Margin Improvement Will Drive Stronger Earnings Ahead

Narrative Update on Global Partners Analysts have revised their price target for Global Partners downward from $53 to $49. This reflects adjustments for a lower discount rate and improved profit margin expectations, which are offset by changes in valuation.
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Nouveau récit Sep 13

Decisive Acquisitions And Innovative Merchandising Propel Company Into A New Era Of Profitability

Strategic acquisitions and a long-term agreement from the Motiva transaction are set to significantly enhance revenue and stabilize cash flows.
Seeking Alpha Aug 11

Global Partners LP: Slightly Speculative For Income Investors

Summary Global Partners LP is a master limited partnership operating in the midstream and downstream energy industry with a large terminal network and gasoline stations in the USA. The company operates three segments: Wholesale, GDSO, and Commercial, with GDSO contributing the majority of gross margin. Global Partners has been growing primarily through debt-funded acquisitions, leading to a highly leveraged capital structure. The senior notes are slightly speculative, the preferred shares are priced correctly, and the common shares are slightly overpriced right now. Read the full article on Seeking Alpha
Seeking Alpha Jul 30

GLP: Attractive Yield And Business If Traditional Energy Production Increases

Summary The 2024 U.S. election will impact oil and gasoline prices, affecting economic conditions and inflation. Global Partners LP focuses on traditional hydrocarbons, but has initiatives for low carbon solutions. A potential shift in U.S. energy policy post-2024 election could impact GLP's performance and the energy market. Read the full article on Seeking Alpha
Seeking Alpha Mar 31

Global Partners LP: 9 Straight Dividend Hikes, 6%-Plus Yield

Summary Global Partners LP offers high-yield investments, including preferred shares and senior notes, with attractive returns for investors. GLP is a major player in fuel distribution in the Northeastern US, with a strong presence in retail, wholesale, and transportation of petroleum products. Despite concerns about the future of fossil fuel distribution, GLP's long-term assets and earnings indicate stability and growth potential. Read the full article on Seeking Alpha
Seeking Alpha Jan 11

Global Partners: Consider Long-Term Trends

Summary Global Partners' business relies on managing oil transport and supply. Its 12-month performance is flat and there are hints of decreasing oil demand. Business risk includes a significant reduction in oil consumption due to the adoption of zero-emissions energy solutions. Rapid BEV uptake is a reality check. Global Partners is staying with fossil fuels as it grows its business, with $570 million spent recently on acquisitions. While Global Partners has an exceptional dividend, the threat of reduced oil consumption is real. Investors might consider this long-term trend. Read the full article on Seeking Alpha
Seeking Alpha Dec 12

Global Partners: Preferreds Up To 12% Yield, Is It Worth The Risk?

Summary Global Partners offers investors dividends, dividend growth, and exposure to an irreplaceable asset base on the U.S. East Coast and Texas. The company has a strong growth strategy and has outperformed major oil giants in terms of total returns. Recent acquisitions and expansion efforts position Global Partners for future growth, but there are risks to consider such as its debt profile and potential impact of higher interest rates. Read the full article on Seeking Alpha
Seeking Alpha Aug 14

Global Partners LP: Gas Fuels The Potential For Future Distribution Increases

Summary The last five years have shown significant stock growth and increasing distributions. The company's recent focus on expansion and its cyclical nature presents an opportunity to benefit from increases in energy costs. With expected revenue growth and strong financial performance, GLP has the potential for further distribution growth and share price appreciation. Read the full article on Seeking Alpha

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Les paiements de dividendes de GLP ont été volatils au cours des 10 dernières années.

Dividende croissant: Les paiements de dividendes de GLP ont augmenté au cours des 10 dernières années.


Rendement des dividendes par rapport au marché

Global Partners Rendement des dividendes par rapport au marché
Comment le rendement du dividende de GLP se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (GLP)6.1%
25% du marché (US)1.4%
25% du marché (US)4.3%
Moyenne du secteur (Oil and Gas)3.2%
Analyste prévisionnel (GLP) (jusqu'à 3 ans)6.5%

Dividende notable: Le dividende de GLP ( 6.09% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché US ( 1.42% ).

Dividende élevé: Le dividende de GLP ( 6.09% ) se situe dans les 25 % des premiers payeurs de dividendes du marché US ( 4.25% )


Bénéfice distribué aux actionnaires

Couverture des revenus: À son ratio de distribution actuel (83.7%), les paiements de GLP sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son taux de distribution en espèces actuel ( 82.4% ), les paiements de dividendes de GLP sont couverts par les flux de trésorerie.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 10:47
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Global Partners LP est couverte par 9 analystes. 1 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Richard GrossBarclays
Gabriel MoreenBofA Global Research
Michael GyureBrean Capital Historical (Janney Montgomery)