Star Group 配当と自社株買い
配当金 基準チェック /56
Star Group配当を支払う会社であり、現在の利回りは5.5%で、収益によって十分にカバーされています。
主要情報
5.5%
配当利回り
4.8%
バイバック利回り
| 総株主利回り | 10.3% |
| 将来の配当利回り | n/a |
| 配当成長 | 5.8% |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | 12% |
最近の配当と自社株買いの更新
Recent updates
Seeking Alpha • Apr 22
Star Group: MLP Discount, Buybacks And Dividends In A Shrinking Market
Summary Star Group, L.P. is rated Hold despite a 33% upside to a $16.78 target due to sector decline and unit illiquidity. SGU offers a 6.3% forward yield, 7% annual distribution growth, and aggressive buybacks but faces irreversible heating-oil market contraction. Structural risks include regulatory support for heat pumps, customer attrition, and limited acquisition targets, constraining long-term growth. SGU remains financially sound with low leverage and strong ROE, but dividend-focused investors must accept tax complexity and exit risk. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Star Group: Maintaining Bullish Stance Post Q1 Earnings Release
Summary Reiterated bullish stance on Star Group due to strong technicals, elevated margins, and volume growth, with a 10% return over the past 5+ months. SGU's Q1 saw colder temperatures and acquisitions driving volume gains, net profit jumped to $32.6 million, and dividend yield remains well-covered. Attractive valuation with a trailing P/E of 7.7 and a projected annual rate of return of 12.16%, supported by consistent growth and payout ratios. Risks include inflation impacting margins and purchasing power, but current financial health and growth trends support a continued bullish outlook. Read the full article on Seeking AlphaSeeking Alpha • Oct 05
Star Group's Growth Strategies: Cheap Valuation, Pricing, And Acquisitions
Summary Star Group, L.P. is undervalued, with significant growth potential from smart pay budget plans, strategic acquisitions, and customer satisfaction initiatives. SGU's expertise in derivative instruments and long-term supplier contracts enhances its negotiation power and free cash flow growth prospects. The company's focus on reducing greenhouse emissions and offering biodiesel products positions it well for future renewable energy market growth. Despite risks like market price changes and union negotiations, SGU's acquisition strategies and unit repurchases suggest strong future demand and price appreciation. Read the full article on Seeking AlphaSeeking Alpha • Sep 06
Star Group: Upside Still On The Table In This US Energy Play
Summary Maintaining our bullish rating on Star Group, shares have risen over $1 since Q3 earnings, signaling strong technicals with a golden cross formation. Q3 earnings showed growth in volumes and gross margin, leading to an improved adjusted EBITDA loss of $4 million. Despite above-average temperatures, Star Group's core fundamentals and profitability remain robust, unaffected by rising temperatures. The long-term breakout discussed in December 2023 remains intact, reinforcing our positive outlook on Star Group's stock. Read the full article on Seeking AlphaSeeking Alpha • Apr 27
Star Group: Shares Remain Undervalued As We Approach Upcoming Q1 Earnings Release
Summary Star Group's stock has experienced a negative return of at least 10%+ since our 'Buy' recommendations in 2023. Despite the negative returns, we are maintaining our 'Buy' rating on Star Group due to a keen valuation, well covered yield and robust free-cash-flow numbers. The company's second quarter numbers are expected to be announced in early May. Read the full article on Seeking AlphaSeeking Alpha • Dec 04
Star Group: Bullish Technicals Continue To Point To A Rising Share Price (Technical Analysis)
Summary Star Group's cash position, shareholder equity, and debt position have improved compared to the previous year. The long-term chart shows successful support testing and a potential bullish trend continuation. Buying volume has been higher than selling volume in recent months, indicating a bottoming or continuation pattern and potential upside in share price. Read the full article on Seeking AlphaSeeking Alpha • Aug 16
Star Group: High Valuation And Slowing Sales
Summary Star Group experienced a significant drop in sales and volumes due to warmer weather impacting demand, with revenues decreasing by over 30% YoY. The company operates in the residential and commercial heating and air conditioning market, offering a range of products and services. SGU has a history of acquisitions and share buybacks, but the inconsistent operating income and high valuation make it a risky investment. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
Star Group goes ex dividend tomorrow
Star Group (NYSE:SGU) has declared $0.1525/share quarterly dividend, in line with previous. Payable Jan. 31; for shareholders of record Jan. 23; ex-div Jan. 20. See SGU Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • Dec 07
Star Group GAAP EPS of -$1.36, revenue of $296.6M
Star Group press release (NYSE:SGU): Q4 GAAP EPS of -$1.36. Revenue of $296.6M (+25.4% Y/Y). The Company reported a fourth quarter Adjusted EBITDA loss (a non-GAAP measure defined below) of $30.8 million, an increase of $3.1 million, reflecting the lower sales volume, a 2.4 percent decline in home heating oil and propane per-gallon margins, and an increase in operating costs of 1.9 percent.Seeking Alpha • Oct 31
Star Group And Its Real Value
Summary Star Group, L.P. is a company in acquisition mode, buying up regional propane and heating oil dealers to grow its business. While share price and earnings are on the rise, Star Group is facing a challenging environment with soaring commodity price increases and customer losses. Despite increases in share prices, Star Group shares appear to be undervalued. This article focuses on the fundamentals, the real value versus the current share price, and if Star Group is currently worth investing in. It may be rare to hear about Star Group, L.P. (SGU) mostly because the company owns and operates regional heating oil and propane delivery companies that operate under their own names and brands. So far in 2022, Star Group has acquired five heating oil dealers. In 2021, the company purchased two propane and three heating oil dealers. The purchases are part of the company’s strategy to add more dealers to its portfolio. The weather is a critical component to Star Group’s financial success. Warmer weather in the first nine months of fiscal 2022 was a contributing factor to a 2.9% decrease in heating oil and propane sales during the period. The company reports that temperatures were 9.3% warmer than normal in the regions where its businesses are located. Soaring energy commodity prices due to the war in Ukraine have negatively impacted Star Group. This year, the company reports wholesale prices it pays to acquire heating oil and propane more than doubled from the same period in 2021. The company also noted it does not have enough pricing flexibility to pass those increased costs on to customers, which can lead to profit losses for the service it provides to its customers. When considering these current stories about Star Group, we need to determine which news topics will have a long term and ongoing effect on the company and its share price. While some believe soaring energy commodity prices are a short-term problem that will abate when the war in Ukraine ends, others believe the war’s impact will have a long-lasting impact as much of Europe won’t return to reliance on Russian’s energy. As the continent searches for new supplies of energy, prices could remain elevated. While current news stories, good or bad, can sway our opinion about investing in a company, it's good to analyze the fundamentals of the company and to see where it's been in the past and in which direction it's heading. This article will focus on the long-term fundamentals of the company, which tend to give us a better picture of the company as a viable investment. I also analyze the value of the company versus the price and help you to determine if SGU is currently trading at a bargain price. I provide various situations which help estimate the company's future returns. In closing, I will tell you my personal opinion about whether I'm interested in taking a position in this company and why. Snapshot Of The Company A fast way for me to get an overall understanding of the condition of the business is to use the BTMA Stock Analyzer’s company rating score. SGU has high scores for 10-Year Price Per Share, ROE, Earnings per share, Ability to Recover from a Market Crash or Downturn, and Gross Margin Percent. It has low scores for ROIC and PEG Ratio. A low PEG Ratio score indicates that the company may not be experiencing high growth consistently over the past 5 years. In summary, these findings show us that SGU seems to have above-average fundamentals since all but two of categories produce good scores. Before jumping to conclusions, we’ll have to look closer into individual categories to see what’s going on. BTMA Stock Analyzer Fundamentals Let’s examine the price per share history first. In the chart below, we can see that price per share has been mostly consistent at increasing over the last 10 years. The stock moved strongly higher from 2013 to 2017 before levelling off through 2020. The stock moved higher in 2021 before taking a slight dip in 2022. Overall, share price average has grown by about 218.3% over the past 10 years, or a Compound Annual Growth Rate of 13.73%. This is a decent return. BTMA Stock Analyzer Earnings Looking closer at earnings history, we see that earnings have grown overall during the past 10 years, with a notable increase in volatility in the last five years. After demonstrating slow and steady increases from 2012 to 2016, earnings fell sharply in 2017. Earnings moved aggressively higher in 2018 before dropping below the 2017 levels in 2019. This was followed by even higher spikes in magnitude in 2020 and 2021. Star Group’s earnings are impacted by a tough combination of volatile factors than can make plotting the company’s future more difficult than usual. The most-challenging is the cost for its product. When energy prices are lower, the company can buy heating oil and propane at lower costs. When those prices are higher, costs rise, and the company often can’t raise the prices it charges its customers by enough to recover all the excess cost. On the demand side, weather drives big shifts in how much heating oil and propane its customers will use, especially in winter months. Cold winters drive demand up. Warmer winters result in customers using Star Group’s products less. This lack of control is a concern when considering investing in this company. I don’t like it when a company is at the mercy of uncontrollable consequences, especially if the company lacks pricing power to counterbalance these consequences. The final factor is acquisitions. The company has been buying more oil and gas dealers to increase revenues. Adding more dealers adds more customers, yet the company has reported net customer losses in 2020, 2021, and thus far in 2022. Consistent earnings make it easier to accurately estimate the future growth and value of the company. So, in this regard, SGU is a not a good example of a stock to accurately estimate future growth or current value. BTMA Stock Analyzer Since earnings and price per share don’t always give the whole picture, it’s good to look at other factors like the gross margins, return on equity, and return on invested capital. Return On Equity The return on equity has increased in the period from 2017 to 2021. ROE nearly tripled between 2017 and 2021. And while the company experienced overall growth in ROE during the period, ROE fell dramatically in 2019. For return on equity ((ROE)), I look for a 5-year average of 16% or more. So, SGU is right above the cusp on meeting my requirements. BTMA Stock Analyzer Let's compare the ROE of this company to its its industry. The average ROE of 21 Oil/Gas Distribution companies is 6.44%. Therefore, SGU’s 5-year average of 16.44% is well above average, and current ROE of 32.86 is also above average. Return On Invested Capital The return on invested capital also experienced a significant increase from 2017 to 2021. Similar to ROE, ROIC cratered in 2019 where it not only declined, but registered the lowest level of the five-year period. The overall average ROE during the timespan was 11.92%. For return on invested capital ((ROIC)), I also look for a 5-year average of 16% or more. So, SGU does not pass this test. BTMA Stock Analyzer Gross Margin Percent The gross margin percent ((GMP)) has been inconsistent over the last five years. GMP fell in 2018 before rebounding slightly in 2019. After a surge in 2020, GMP slipped again in 2021. Overall, GMP is fluctuating in a narrow range and ended up growing overall by less than 1%. Five-year GMP is substandard at around 28.02%. I typically look for companies with gross margin percent consistently above 30%. So, SGU has demonstrated it does not have the ability to maintain acceptable margins over a long period. BTMA Stock Analyzer Looking at other fundamentals involving the balance sheet, we can see that the debt-to-equity ratio is less than 1. This is a positive indicator, telling us that the company owns more than it owes. SGU’s Current Ratio of 0.87 is a red flag, indicating it does not have an adequate ability to use its assets to pay its short-term debt. Ideally, we’d want to see a Current Ratio of more than 1, so SGU fails to meet this amount. According to the balance sheet, the company appears to be in mixed financial health. In the long term, the company has more than enough assets to cover its debts. In the short-term, however, the company often finds itself with extremely low levels of cash, requiring it to take on additional debt to fulfill its obligations. SGU pays a hefty dividend of 7.02% (or 6.84% over the last 12 months). BTMA Stock Analyzer This analysis wouldn’t be complete without considering the value of the company vs. share price. Value Vs. Price The company’s Price-Earnings Ratio of 6.5 indicates that SGU might be selling at a low price when comparing SGU’s P/E Ratio to a long-term market average P/E Ratio of 15. BTMA Stock Analyzer The Estimated Value of the Stock is $13.90, versus the current stock price of $8.54. This indicates that SGU is currently selling at a bargain price. Summarizing The Fundamentals According to the facts, Star Group is in so-so financial health. In the long-term, it has enough equity compared with debt. In the short term, the company is relying on rolling lines of credit to cover cash shortfalls as commodity prices soar, product use decreases, and net customers fall. This company has seen earnings improve over a 10-year period, but volatility to the upside and downside has increased over the past 5 years. Other fundamentals are weaker, including ROE, ROIC, and Gross Margins. While the company barely meets our standards for ROE, it falls short in ROIC and Gross Margins. Higher energy costs are impacting margins and it’s unclear how long this will last. At current levels, Star Group ‘s business model is not sustainable. Another consideration is the future of the propane and heating oil industry. As the climate continues to warm, customers will use less oil and gas. That will continue to drive revenues down. Additionally, as renewable energy adoption increases, customer reliance on oil and gas will also continue to decrease. Star Group does not appear to have a plan to adjust its product offerings to align with these transitions beyond buying more dealers to prop up its customer base. In terms of valuation, my analysis shows that the stock is undervalued. Star Group Vs. The S&P 500 Now, let’s see how SGU compares versus the U.S. stock market benchmark S&P 500 over the past 10 years. From the chart below, we can see that SGU outperformed the general market from 2015 to 2020. Since then, however, SGU has been more closely tied to the index. It’s also worth pointing out that during the market volatility in 2021 and 2022, SGU has been even more volatile than the S&P 500 during the same period.Seeking Alpha • Oct 21
Star Group declares $0.1525 dividend
Star Group (NYSE:SGU) declares $0.1525/share quarterly dividend, in line with previous. Forward yield 7.27% Payable Nov. 8; for shareholders of record Oct. 31; ex-div Oct. 28. See SGU Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • Aug 03
Star Group GAAP EPS of -$0.29, revenue of $439.1M
Star Group press release (NYSE:SGU): Q3 GAAP EPS of -$0.29. Revenue of $439.1M (+55.1% Y/Y).Seeking Alpha • Jul 14
Star Group declares $0.1525 dividend
Star Group (NYSE:SGU) declares $0.1525/share quarterly dividend, in line with previous. Forward yield 6.38% Payable Aug. 2; for shareholders of record July 25; ex-div July 22. See SGU Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • Jul 07
Star Group announces new $400M credit facility
Star Group (NYSE:SGU) stated Thursday that it has entered into a sixth amended and restated asset-based credit facility for up to $400M. The facility expires in July 2027 and provides extended $550M lending option during the heating season from December through April each year. It also offers a $165M five year senior secured term loan. The company said proceeds from the term loan will be used to repay existing outstanding debt.Seeking Alpha • Jun 22
Star Group: 30% Increase In Sales But Volumes Contract In Q2
Gross Profit falls in Q2 on higher costs and lower volumes. Cash flow generation remains negative on much higher working capital requirements. It will be interesting to see if dividend investors step in here on a move below the $9 level.決済の安定と成長
配当データの取得
安定した配当: SGUの1株当たり配当金は過去10年間安定しています。
増加する配当: SGUの配当金は過去10年間にわたって増加しています。
配当利回り対市場
| Star Group 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (SGU) | 5.5% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Gas Utilities) | 3.0% |
| アナリスト予想 (SGU) (最長3年) | n/a |
注目すべき配当: SGUの配当金 ( 5.5% ) はUS市場の配当金支払者の下位 25% ( 1.41% ) よりも高くなっています。
高配当: SGUの配当金 ( 5.5% ) はUS市場 ( 4.23% ) の配当支払者の中で上位 25% に入っています。
株主への利益配当
収益カバレッジ: SGU の配当性向 (11.9%) は低いため、配当金の支払いは利益によって十分にカバーされます。
株主配当金
キャッシュフローカバレッジ: SGUは高い 現金配当性向 ( 250.7% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 12:35 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Star Group, L.P. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1
| アナリスト | 機関 |
|---|---|
| Andrew Gadlin | Odeon Capital Group LLC |