Sunoco (NYSE:SUN) Releases Quarterly Earnings Results, Misses Estimates By $1.55 EPS

Sunoco (NYSE:SUN) issued its quarterly earnings results on Tuesday. The oil and gas company reported $0.09 EPS for the quarter, missing analysts’ consensus estimates of $1.64 by ($1.55), FiscalAI reports. Sunoco had a return on equity of 12.32% and a net margin of 2.01%.The business had revenue of $8.60 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same quarter last year, the firm posted $0.75 EPS. Sunoco’s revenue for the quarter was up 63.2% on a year-over-year basis.

Here are the key takeaways from Sunoco’s conference call:

• Sunoco closed the Parkland acquisition on Oct 31 and reported record results — Q4 adjusted EBITDA of $706M (ex. ~$60M transaction costs) and FY2025 adjusted EBITDA of $2.12B, with integration described as progressing well.
• The company entered 2026 with strong liquidity and leverage metrics — $2.5B available on its revolver and leverage ~4x (in line with target), which management says supports growth, balance-sheet maintenance, and distributions.
• Sunoco declared a quarterly distribution of $0.9317 (a 1.25% increase), marking the fifth consecutive increase and a trailing-12-month coverage ratio of 1.9x, while targeting at least 5% annual distribution growth over multiple years.
• 2026 outlook and capital plan are growth-oriented — guidance of $3.1B–$3.3B adjusted EBITDA, expectation to realize ~$125M of a $250M annual synergy target in 2026, maintenance capex ~$400–$450M, and a floor of $500M per year in bolt-on M&A alongside ~$600M of quick-return projects.

Sunoco Stock Performance

Shares of SUN stock opened at $61.39 on Thursday. The firm has a 50 day moving average of $55.98 and a 200-day moving average of $53.50. The company has a market cap of $12.56 billion, a price-to-earnings ratio of 27.04 and a beta of 0.51. The company has a quick ratio of 2.50, a current ratio of 3.11 and a debt-to-equity ratio of 2.33. Sunoco has a 52 week low of $47.98 and a 52 week high of $62.42.

Sunoco Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Friday, February 6th will be issued a dividend of $0.9317 per share. This represents a $3.73 dividend on an annualized basis and a dividend yield of 6.1%. The ex-dividend date is Friday, February 6th. This is a positive change from Sunoco’s previous quarterly dividend of $0.92. Sunoco’s dividend payout ratio (DPR) is currently 127.30%.

Analyst Ratings Changes

SUN has been the subject of several analyst reports. Barclays set a $60.00 target price on Sunoco and gave the stock an “overweight” rating in a research report on Friday, February 6th. Raymond James Financial upgraded Sunoco from an “outperform” rating to a “strong-buy” rating and set a $70.00 price objective for the company in a research report on Monday, January 5th. Wells Fargo & Company set a $65.00 target price on Sunoco and gave the company an “overweight” rating in a report on Wednesday, October 29th. Wall Street Zen lowered shares of Sunoco from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Finally, Weiss Ratings upgraded shares of Sunoco from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, Sunoco currently has an average rating of “Buy” and an average target price of $65.33.

Institutional Investors Weigh In On Sunoco

A number of large investors have recently bought and sold shares of SUN. IHT Wealth Management LLC raised its holdings in shares of Sunoco by 2.1% during the second quarter. IHT Wealth Management LLC now owns 10,302 shares of the oil and gas company’s stock valued at $552,000 after purchasing an additional 212 shares during the period. Glenmede Investment Management LP grew its stake in shares of Sunoco by 0.7% in the 3rd quarter. Glenmede Investment Management LP now owns 39,088 shares of the oil and gas company’s stock valued at $1,955,000 after buying an additional 288 shares during the period. EP Wealth Advisors LLC increased its position in Sunoco by 3.4% in the 2nd quarter. EP Wealth Advisors LLC now owns 8,886 shares of the oil and gas company’s stock valued at $476,000 after buying an additional 296 shares in the last quarter. Wedbush Securities Inc. increased its position in Sunoco by 10.2% in the 4th quarter. Wedbush Securities Inc. now owns 5,939 shares of the oil and gas company’s stock valued at $311,000 after buying an additional 548 shares in the last quarter. Finally, NewEdge Advisors LLC raised its stake in Sunoco by 7.7% during the 4th quarter. NewEdge Advisors LLC now owns 7,628 shares of the oil and gas company’s stock worth $400,000 after buying an additional 548 shares during the period. 24.29% of the stock is currently owned by institutional investors and hedge funds.

Sunoco Company Profile

Sunoco LP (NYSE: SUN) is an independent master limited partnership that specializes in the distribution and marketing of transportation fuels and related products. The company operates through two primary segments: wholesale fuel distribution and retail marketing. In wholesale distribution, Sunoco supplies branded fuels to distributors, commercial customers and resellers across the United States. Its retail marketing arm operates a network of company‐owned and franchised Sunoco branded service stations and convenience stores, providing gasoline, diesel, ethanol blends and lubricants to consumers.

Sunoco’s product portfolio extends beyond traditional fuels to include biofuels, specialty chemicals and on‐road diesel treated to meet ultra‐low sulfur requirements.