Sunoco Gestione
Criteri Gestione verificati 2/4
Sunoco Il CEO è Joe Kim, nominato in Jun2017, e ha un mandato di 8.92 anni. la retribuzione annua totale è $ 12.32M, composta da 7.2% di stipendio e 92.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.19% delle azioni della società, per un valore di $ 16.90M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 6.1 anni e 4.5 anni.
Informazioni chiave
Joe Kim
Amministratore delegato
US$12.3m
Compenso totale
| Percentuale dello stipendio del CEO | 7.24% |
| Mandato del CEO | 8.9yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 6.1yrs |
| Durata media del Consiglio di amministrazione | 4.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • May 20
Sunoco: I Own The Gas Pump, And It Hiked My Dividend
Summary Sunoco is positioned for a transformative year, driven by the Parkland acquisition and continued bolt-on growth. Q1 results significantly beat estimates, with $2.85 GAAP EPS and $10.69 billion in revenue, highlighting underestimated cash flow from new assets. SUN forecasts at least 5% annual dividend growth, supported by a robust $535 million Q1 DCF and ongoing small acquisitions. Valuation remains attractive, with potential for 71% total returns by year-end and continued outperformance as integration benefits materialize. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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
Nuova narrazione • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$539m |
| 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$235m |
Compensazione vs Mercato: La retribuzione totale di Joe ($USD 12.32M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: La retribuzione di Joe è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Joe Kim (53 yo)
8.9yrs
Mandato
US$12,317,909
Compensazione
Mr. Joseph Kim, also known as Joe, is Independent Director of Quanta Services, Inc. from May 21, 2026. Mr. Kim has been President of Sunoco GP LLC, general partner of Sunoco LP since June 22, 2017 and has...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 8.9yrs | US$12.32m | 0.19% $ 16.9m | |
| Chief Financial Officer of Sunoco GP LLC | 5.6yrs | Nessun dato | 0.023% $ 2.1m | |
| Executive VP & COO of Sunoco GP LLC | 7.3yrs | US$5.56m | 0.11% $ 10.3m | |
| 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 | Nessun dato | 0.013% $ 1.2m | |
| Director of Investor Relations of Sunoco GP LLC | no data | Nessun dato | Nessun dato | |
| Assistant General Counsel & Secretary of Sunoco GP LLC | no data | Nessun dato | Nessun dato | |
| Senior Manager of Communications of Sunoco GP LLC | no data | Nessun dato | Nessun dato | |
| Senior VP of Finance & Treasurer of Sunoco GP LLC | 11.8yrs | Nessun dato | Nessun dato |
6.1yrs
Durata media
50yo
Età media
Gestione esperta: Il team dirigenziale di SUN è esperto e expertise (durata media dell'incarico 6.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 8.3yrs | US$12.32m | 0.19% $ 16.9m | |
| 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% $ 222.9k | |
| Independent Director of Sunoco GP LLC | 5yrs | US$250.00k | 0.0064% $ 585.8k | |
| Independent Director of Sunoco GP LLC | 2.2yrs | US$301.25k | 0.0014% $ 122.8k | |
| Independent Director of Sunoco GP LLC | 8.2yrs | US$255.00k | 0.012% $ 1.1m |
4.5yrs
Durata media
64.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SUN sono considerati esperti (durata media dell'incarico 4.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/29 20:54 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sunoco LP è coperta da 23 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ethan Bellamy | Baird |
| Theresa Chen | Barclays |
| Ronald Bookbinder | Benchmark Company |