Market Cap
$14.9B
SUN
Sunoco LP
$74.78 ▲ +0.32%
Prev close $74.54Market cap$14.9B
ConsensusStrong Buy
12-mo target$83.00 (+11.2%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)13 New Institutional Positions10 Institutional Exits Traditional Energy
Snapshot
The big-picture read on SUN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$3.8B
Inst. Activity
13 buys / 10 sells
Social Sentiment
69° Warm
SEC Reports
6
Price chart 30d -2.1%
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.
Aug 10, 2026 SEC Aug 4, 2026 SEC
Sunoco LP filed an 8-K announcing management's participation in two upcoming investor conferences: the 2026 Citi Natural
8-K — Impact 2/10
Sunoco LP reported Q2 2026 GAAP diluted EPS of $0.94, a 66.4% miss vs the $2.79 consensus, though the Street-quoted metr
8-K — Impact 7/10
Aug 4, 2026 earnings_calendar
SUN Q2 2026 Earnings Scheduled — 2026-08-04
Jun 30, 2026 Inst.
FMR LLC — TRIM
2,587,682 shares ($174.7M)
Jun 30, 2026 Inst.
MORGAN STANLEY — DOUBLED
2,559,034 shares ($172.7M)
Jun 25, 2026 Insider
Hand Brian A was granted 20,000 shares
EVP-Chief Sales Officer
Jun 25, 2026 Insider
May 5, 2026 SEC Harkness Austin was granted 20,000 shares
EVP, Chief Commercial Officer
Sunoco LP reported Q1 2026 GAAP net income of $644M (up from $207M YoY) and revenue of $10.69B (up from $5.18B YoY), dri
8-K — Impact 7/10
Analyst ratings buy % -1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
91% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 23, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 13, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 8, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 7, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Aug 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Jul 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Jun 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% |
Price targets
Where 7 covering analysts think SUN trades over the next 12 months.
$83.00 +11.2% upside Buy
Current$74.62 Low$78.00 Median$82.00 High$90.00 7 analysts
$78.00$90.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
69°
Warm
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 3 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 5.5/10.
NEUTRAL8-K2/10
Sunoco LP filed an 8-K announcing management's participation in two upcoming investor conferences: t
Aug 10, 2026
BULLISH8-K7/10
Sunoco LP reported Q2 2026 GAAP diluted EPS of $0.94, a 66.4% miss vs the $2.79 consensus, though th
Aug 4, 2026
BULLISH8-K7/10
Sunoco LP reported Q1 2026 GAAP net income of $644M (up from $207M YoY) and revenue of $10.69B (up f
May 5, 2026
BULLISH8-K5/10
Sunoco LP announced a 6.25% increase in its quarterly distribution to $0.9899 per common unit ($3.95
Apr 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 4, 2026
earnings_calendar
SUN Q2 2026 Earnings Scheduled — 2026-08-04
Jun 25, 2026
ftd
FTD: SUN — 10,219 shares ($0.6M) failed to deliver
Settlement: 20260625, Price: $62.12, FTD Value: $634,804.28, SUNOCO LP COM UNIT REPSTG LTD
May 5, 2026
earnings_calendar
SUN Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
short_interest
FTD: SUN — 14,000 shares ($1.0M) failed to deliver
Settlement: 20260504, Price: $68.35, FTD Value: $956,900, SUNOCO LP COM UNIT REPSTG LTD
Apr 23, 2026
short_interest
FTD: SUN — 18,276 shares ($1.2M) failed to deliver
Settlement: 20260423, Price: $66.10, FTD Value: $1,208,043.6, SUNOCO LP COM UNIT REPSTG LTD
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 | $2.74 | $1.52–$4.25 | 328.8% | +4.8% | 2↑ 3↓ | $11.8B | 5 |
| Next Q | $2.20 | $1.13–$3.52 | 2347.5% | -5.3% | 1↑ 4↓ | $11.4B | 5 |
| Current FY | $9.49 | $6.47–$13.44 | 316.4% | -8.8% | 2↑ 3↓ | $47.5B | 5 |
| Next FY | $10.11 | $5.17–$15.26 | 6.5% | +3.9% | 3↑ 2↓ | $47.8B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.744 | — |
| 7d ago | $2.731 | +0.013 |
| 30d ago | $2.618 | +0.126 |
| 60d ago | $2.376 | +0.368 |
| 90d ago | $2.310 | +0.434 |
Institutional ownership
Which big funds own SUN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.8B total value (56,405,108 shares) as of 2026-Q2. Top holders: ALPS, Invesco, GOLDMAN. Net buying activity: 13 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ALPS ADVISORS INC | 24,435,476 | $1.6B | 43.3% | — |
| Invesco Ltd. | 8,848,627 | $597.3M | 15.7% | — |
| GOLDMAN SACHS GROUP INC | 5,742,514 | $387.6M | 10.2% | — |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,011,045 | $203.2M | 5.3% | — |
| FMR LLC | 2,587,682 | $174.7M | 4.6% | TRIM -28.9% |
| MORGAN STANLEY | 2,559,034 | $172.7M | 4.5% | DOUBLED +130.2% |
| JPMORGAN CHASE & CO | 1,634,270 | $112.0M | 2.9% | — |
| UBS Group AG | 1,059,451 | $71.5M | 1.9% | — |
| Blackstone Inc. | 854,595 | $57.7M | 1.5% | TRIM -63.3% |
| BARCLAYS PLC | 692,085 | $46.7M | 1.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 3,637,014 | 2,587,682 | -28.9% | $174.7M |
| MORGAN STANLEY | DOUBLED | 1,111,826 | 2,559,034 | +130.2% | $172.7M |
| ING GROEP NV | ADD | 164,000 | 267,000 | +62.8% | $18.0M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 115,729 | 154,870 | +33.8% | $10.5M |
| NewEdge Advisors, LLC | DOUBLED | 10,986 | 31,305 | +185.0% | $2.1M |
| MML INVESTORS SERVICES, LLC | DOUBLED | 8,223 | 27,888 | +239.1% | $1.9M |
| HighTower Advisors, LLC | ADD | 21,024 | 26,912 | +28.0% | $1.8M |
| VAN ECK ASSOCIATES CORP | TRIM | 53,224 | 25,709 | -51.7% | $1.7M |
| AMERIPRISE FINANCIAL INC | TRIM | 34,610 | 25,204 | -27.2% | $1.7M |
| Focus Partners Wealth | ADD | 16,813 | 22,024 | +31.0% | $1.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
2 insiders, 2 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 25, 2026 | Hand Brian A | EVP-Chief Sales Officer | AWARD | 20,000 | — | — |
| Jun 25, 2026 | Harkness Austin | EVP, Chief Commercial Officer | AWARD | 20,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SUN.
Shares short
2,936,081
Settlement Sep 15, 2026
Change vs prior
+9.1%
Semi-monthly cycle
Days to cover
5.7
At avg daily volume
Of shares outstanding
≈1.4%
Estimate — not % of float
All SUN filing & press-release reports (6)
- 8-K reportAug 10, 2026
- 8-K reportAug 4, 2026
- 8-K reportMay 5, 2026
- 8-K reportApr 21, 2026
- 8-K reportFeb 27, 2026
- 8-K reportFeb 26, 2026