Market Cap
$1.7B
GEL
GENESIS ENERGY LP
$14.05 ▲ +2.70%
Prev close $13.68Market cap$1.7B
ConsensusStrong Buy
12-mo target$18.33 (+30.5%)
▲ Bullish
Analyst conviction 9/10
10 New Institutional Positions4 Institutional Exits Traditional Energy
Snapshot
The big-picture read on GEL right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$1.2B
Inst. Activity
10 buys / 4 sells
Insider Activity
$201.6K buy / $0.00 sell
Insider Net $
$201.6K
SEC Reports
5
Price chart 30d -13.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
ALBERT CONRAD P was granted 3,061 shares
Director
Oct 1, 2026 Insider
ALBERT CONRAD P acquired via exercise 2,533 shares
Director
Oct 1, 2026 Insider
JASTROW KENNETH M II acquired via exercise 2,685 shares
Director
Aug 14, 2026 short_interest_report
Aug 6, 2026 SEC Short Interest: GEL up 11% to 3.1M shares
Settlement 2026-08-14 | Days to cover: 10.00 | ≈2.52% of shares outstanding (est.)
Genesis Energy reported Q2 2026 GAAP EPS of $0.26, a massive beat vs the $0.02 consensus, driven by a $17.4M gain on ass
8-K — Impact 6/10
Jun 30, 2026 Inst.
UBS Group AG — TRIM
1,202,510 shares ($17.0M)
Jun 30, 2026 Inst.
Jun 26, 2026 SEC CIBC Bancorp USA Inc. — NEW
798,412 shares ($11.3M)
Board member James E. Davison retired from the board of Genesis Energy's general partner effective June 26, 2026, with n
8-K — Impact 2/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 7 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 21, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 12, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| Aug 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| Jul 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| Jun 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| May 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 1 | 5 | 1 | 0 | 0 | 86% |
Price targets
Where 3 covering analysts think GEL trades over the next 12 months.
$18.33 +30.5% upside Strong Buy
Current$14.05 Low$18.00 Median$18.00 High$19.00 3 analysts
$18.00$19.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 0 bullish, 0 bearish, 2 mixed, 3 neutral · avg impact 4.2/10.
MIXED8-K6/10
Genesis Energy reported Q2 2026 GAAP EPS of $0.26, a massive beat vs the $0.02 consensus, driven by
Aug 6, 2026
NEUTRAL8-K2/10
Board member James E. Davison retired from the board of Genesis Energy's general partner effective J
Jun 26, 2026
MIXED8-K5/10
Genesis Energy reported Q1 2026 revenue of $446.6M, up 12% YoY, and net income from continuing opera
May 7, 2026
NEUTRAL8-K4/10
Genesis Energy LP issued $750 million in 6.750% senior unsecured notes due 2034, guaranteed by its s
Mar 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 14, 2026
short_interest_report
Short Interest: GEL up 11% to 3.1M shares
Settlement 2026-08-14 | Days to cover: 10.00 | ≈2.52% of shares outstanding (est.)
Aug 6, 2026
earnings_calendar
GEL Q2 2026 Earnings Scheduled — 2026-08-06
May 12, 2026
short_interest
FTD: GEL — 70,061 shares ($1.1M) failed to deliver
Settlement: 20260512, Price: $15.79, FTD Value: $1,106,263.19, GENESIS ENERGY L.P.
May 8, 2026
short_interest
FTD: GEL — 32,684 shares ($0.5M) failed to deliver
Settlement: 20260508, Price: $16.48, FTD Value: $538,632.32, GENESIS ENERGY L.P.
May 6, 2026
earnings_calendar
GEL Q1 2026 Earnings Scheduled — 2026-05-06
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.18 | $-0.18–$-0.18 | -260.0% | -700.0% | 0↑ 1↓ | $0.0B | 1 |
| Next Q | $-0.04 | $-0.04–$-0.04 | -200.0% | -166.7% | 0↑ 1↓ | $0.0B | 1 |
| Current FY | $-0.02 | $-0.02–$-0.02 | 99.5% | -133.3% | 0↑ 1↓ | $1.8B | 1 |
| Next FY | $0.08 | $0.08–$0.08 | 500.0% | -73.3% | 0↑ 1↓ | $1.7B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.180 | — |
| 7d ago | $0.030 | -0.210 |
| 30d ago | $0.030 | -0.210 |
| 60d ago | $0.030 | -0.210 |
| 90d ago | $0.030 | -0.210 |
Institutional ownership
Which big funds own GEL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.2B total value (85,164,599 shares) as of 2026-Q2. Top holders: ALPS, Invesco, MIRAE. Net buying activity: 10 institutions added/increased vs 4 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ALPS ADVISORS INC | 24,840,174 | $352.0M | 29.2% | — |
| Invesco Ltd. | 18,873,970 | $267.4M | 22.2% | — |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,721,496 | $109.4M | 9.1% | ADD +29.6% |
| MORGAN STANLEY | 4,857,954 | $68.8M | 5.7% | ADD +39.9% |
| GOLDMAN SACHS GROUP INC | 4,333,462 | $61.4M | 5.1% | — |
| JPMORGAN CHASE & CO | 4,063,176 | $57.1M | 4.7% | — |
| Creative Planning | 3,105,233 | $44.0M | 3.6% | — |
| Clearbridge Investments, LLC | 2,897,883 | $41.1M | 3.4% | — |
| WESTWOOD HOLDINGS GROUP INC | 2,125,577 | $30.1M | 2.5% | DOUBLED +3493.9% |
| ING GROEP NV | 1,689,700 | $23.9M | 2.0% | ADD +63.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | TRIM | 1,775,082 | 1,202,510 | -32.3% | $17.0M |
| CIBC Bancorp USA Inc. | NEW | — | 798,412 | — | $11.3M |
| CITIGROUP INC | ADD | 515,810 | 774,418 | +50.1% | $11.0M |
| BARCLAYS PLC | ADD | 485,240 | 739,426 | +52.4% | $10.5M |
| NEOS Investment Management LLC | ADD | 359,731 | 600,617 | +67.0% | $8.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 107,930 | 305,481 | +183.0% | $4.3M |
| CITADEL ADVISORS LLC | DOUBLED | 41,614 | 231,463 | +456.2% | $3.3M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 106,234 | 59,003 | -44.5% | $836.1K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | ADD | 32,718 | 52,743 | +61.2% | $747.4K |
| GROUP ONE TRADING LLC | DOUBLED | 15,963 | 33,496 | +109.8% | $474.6K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net $201.6K — $201.6K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | ALBERT CONRAD P | Director | AWARD | 3,061 | — | — |
| Oct 1, 2026 | ALBERT CONRAD P | Director | EXERCISE | 2,533 | — | — |
| Oct 1, 2026 | JASTROW KENNETH M II | Director | EXERCISE | 2,685 | — | — |
| Oct 1, 2026 | JASTROW KENNETH M II | Director | D | 2,685 | $15.08 | $40.5K |
| Oct 1, 2026 | Davison James E. Jr. | Director | AWARD | 2,924 | — | — |
| Oct 1, 2026 | Davison James E. Jr. | Director | EXERCISE | 2,420 | — | — |
| Oct 1, 2026 | Taylor Jack T | Director | D | 2,609 | $15.08 | $39.3K |
| Oct 1, 2026 | Davison James E. Jr. | Director | D | 2,420 | $15.08 | $36.5K |
| Oct 1, 2026 | JASTROW KENNETH M II | Director | AWARD | 3,244 | — | — |
| Oct 1, 2026 | GASAWAY SHARILYN S | Director | EXERCISE | 2,533 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for GEL.
Shares short
2,527,816
Settlement Sep 15, 2026
Change vs prior
-5.8%
Semi-monthly cycle
Days to cover
7.9
At avg daily volume
Of shares outstanding
≈2.1%
Estimate — not % of float
All GEL filing & press-release reports (5)
- 8-K reportAug 6, 2026
- 8-K reportJun 26, 2026
- 8-K reportMay 7, 2026
- 8-K reportMar 4, 2026
- 8-K reportFeb 24, 2026