ARKO
ARKO Corp.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 ARKO Corp. reported improved 2025 financial results, highlighted by…
- B Mar 17 1 insider buy $202.8K at $5.07
- R May 7 ARKO Corp. reported Q1 2026 results with a net loss of $5.6M, signif…
- S May 21 1 insider sell $480.0K at $40.00
- S Jun 5 to Jun 11 3 days of insider sells: $280.4K by 1 insider, avg $8.01
- R Aug 7 ARKO reported Q2 2026 GAAP EPS of $0.04 (missed consensus of $0.15 b…
- A Aug 10 Raymond James downgrades
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $202.8K at an average $5.07. 2 insiders sold $760.4K. Price is 24% below their cost.
- InstitutionsMIXED
Q2 2026: 29 added (1 new), 20 trimmed or exited. Largest new: Brown Advisory $13.5M.
- AnalystsBULLISH
7 of 8 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.180 → $0.120 over 90 days. 0 up, 1 down in 30 days.
- TrendDOWNTREND
12% below its 50-day average. New closing low $3.81 on Oct 23.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | $15.9M |
| BROWN ADVISORY INC | NEW | $13.5M |
| JANE STREET GROUP, LLC | ADD | $9.5M |
| Nuveen, LLC | DOUBLED | $7.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | $7.3M |
| GOLDMAN SACHS GROUP INC | ADD | $7.0M |
| NORTHERN TRUST CORP | ADD | $5.7M |
| CITADEL ADVISORS LLC | ADD | $5.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is below the lowest target. Median implies +121%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 10, 2026 | Raymond James DOWNGRADE | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | FRIEDMAN AVRAM Z Director | AWARD | 9,428 sh |
| Oct 1, 2026 | HEYER ANDREW R Director | AWARD | 11,557 sh |
| Oct 1, 2026 | Fogel Yona Director | AWARD | 2,037 sh |
| Oct 1, 2026 | Edmiston Sherman III Director | AWARD | 608 sh |
| Jul 1, 2026 | HEYER ANDREW R Director | AWARD | 5,821 sh |
| Jul 1, 2026 | FRIEDMAN AVRAM Z Director | AWARD | 4,748 sh |
| Jul 1, 2026 | Edmiston Sherman III Director | AWARD | 306 sh |
| Jul 1, 2026 | Fogel Yona Director | AWARD | 1,026 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.12 | $0.12–$0.12 | -14.3% | $2.0B |
| Next Q | $0.00 | $0.00–$0.00 | -100.0% | $1.9B |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | $0.13 | $0.13–$0.13 | -66.7% | $7.6B |
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 1 press release · 2 bullish · 1 bearish · 1 mixed · 2 neutral- BULLISH INST-CLUSTERAug 15, 2026
A cluster of 10 institutional buyers added $14.6M in ARKO during Q2 2026, led by Nuveen ($6.4M…
The strong institutional buying cluster suggests smart money is betting on ARKO's transformation story and the USPP acquisition synergies, despite a weak Q2 earnings print. Watch for Q3 2026 results…
- BEARISH 8-KAug 7, 2026
ARKO reported Q2 2026 GAAP EPS of $0.04 (missed consensus of $0.15 by 73.3%) and total revenue of…
The 73% EPS miss is significant, but revenue beat and reaffirmed guidance provide a floor. The APC acquisition adds $30M EBITDA but consumes $205M cash and dilutes ARKO's stake. Watch for Q3 fuel…
- NEUTRAL INST-CLUSTERJun 11, 2026
{ "summary": "In Q4 2025, an institutional cluster in ARKO Corp. reveals massive net selling of…
LLM returned non-JSON response. Review the filing manually.
- BULLISH 8-KMay 7, 2026
ARKO Corp. reported Q1 2026 results with a net loss of $5.6M, significantly improved from a $12.7M…
The sharp improvement in same-store fuel margins and Adjusted EBITDA, combined with the balance sheet de-levering from the APC IPO, signals a structural turnaround. Traders should watch for…
All ARKO filing & press-release reports (7)
- INST-CLUSTER reportAug 15, 2026
- 8-K reportAug 7, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 7, 2026
- DEFA14A reportApr 20, 2026
- PRESS-RELEASE reportMar 16, 2026
- 8-K reportFeb 25, 2026