CrossAmerica Partners LP (CAPL)

CrossAmerica Partners LP's stock has been influenced by strong Q3 and Q2 2025 earnings that exceeded analyst estimates, while Q1 2025 EPS missed forecasts. The company has maintained a consistent quarterly dividend of $0.5250 per unit. Analyst sentiment has been mixed to negative, with recent downgrades. The stock price crossed above its 50-day moving average on February 7, 2026. The company has been actively engaged in real estate rationalization and asset sales to reduce debt levels. There has been insider buying by the co-founder and vice-chairman, as well as insider sales by other executives.

The demand for CrossAmerica Partners LP's products and services is seasonal, with the summer driving season representing peak demand for motor fuels. The second half of the year is generally stronger than the first half, and the first quarter is typically the weakest. The company also experiences seasonality in certain operating expenses.

CrossAmerica Partners LP (CAPL) is a master limited partnership focused on the wholesale distribution of motor fuels and the ownership/leasing of real estate for retail motor fuel distribution. They also operate convenience stores and function within the Energy sector, specifically in Oil & Gas Refining & Marketing. CAPL's offerings include wholesale distribution of branded and unbranded motor fuels, propane, and retail sales of convenience merchandise and motor fuel at company-operated sites under seven convenience store brands.

CrossAmerica Partners LP has an extensive geographic footprint across 34 states in the United States. The company distributes motor fuel to approximately 1,800 locations and owns or leases about 1,100 sites. Its company-operated convenience stores, under seven different brands, are located in over 250 locations across 10 states.

CrossAmerica Partners LP's brand reputation has been somewhat subdued, with a news sentiment score lower than the Energy sector average. The consensus analyst rating of "Sell" reflects a cautious outlook. Analyst downgrades and concerns about distribution policy sustainability could indirectly impact its reputation among investors. Insider buying by the co-founder and vice-chairman has been noted as a positive signal of confidence.

Ownership of CrossAmerica Partners LP is significantly concentrated, with Joseph V. Topper Jr. being the largest individual shareholder. Other significant insider and affiliated holdings include John B Reilly Jr Trust and Dunne Manning Inc. Major institutional owners include Invesco Ltd., Mirae Asset Global Investments Co., Ltd., ClearBridge Investments, LLC, and JPMorgan Chase & Co. Institutional investors collectively own about 23.77% of the company.