Global Partners LP (GLP)

Global Partners LP's stock experienced a decline of approximately 11.30% during 2025. As of January 30, 2026, the share price was $47.22, a decrease of 12.85% from January 31, 2025. The stock price as of February 6, 2026, was $46.94. Key events impacting the stock include Q2 2025 financial results reporting growth in earnings and cash flow, and the strategic acquisition of key terminals. The company announced it would release its third-quarter 2025 financial results. Global GP LLC acquired common units in open-market transactions. Global Partners consistently raised dividends every quarter since Q3 FY 2021, and a cash distribution of $0.7600 per unit for Q4 2025 was declared. One analyst provided a "Hold" consensus rating for GLP. Moody's Ratings upgraded Global Partners LP's Corporate Family Rating from B1 to Ba3, citing strong operating performance. It is anticipated that Global Partners will redeem its Series B preferred equity in May 2026.

The demand for Global Partners LP's products and services is significantly influenced by the overall U.S. economy. As a distributor of petroleum products like heating oil, gasoline, and diesel, demand can fluctuate with seasonal changes. Heating oil demand typically increases during colder months, while gasoline demand often rises during warmer seasons due to increased travel. The company's business model aims to provide an adaptable and resilient supply chain for liquid fuel products. Interest rate cuts can also act as a near-term catalyst, potentially increasing cash flows and attracting demand for higher-income stocks.

Global Partners LP is a publicly traded master limited partnership focused on the wholesale distribution and retail marketing of petroleum products. The company operates in the Energy sector, specifically in the Oil Refining & Marketing MLP industry, sourcing refined petroleum products from major refineries and suppliers, transporting them through an integrated network. Its major products include gasoline, diesel, home heating oil, kerosene, propane, and biofuels, supplied to a diverse customer base. Global Partners also owns and operates branded gasoline stations and convenience stores, offering services such as car washes, lottery, and ATM services, and its marine division provides bunkering and marine fueling services. The company also deals in crude oil and distillates.

Global Partners LP has an extensive geographic footprint primarily across the northeastern United States and eastern Canada. Its terminal network spans from Maine to Florida and extends into the U.S. Gulf States. The company also has a presence in the Mid-Atlantic and Southeast US, and Texas. Transportation of petroleum products and renewable fuels is also conducted via rail from the mid-continent region of the United States and Canada. Marine fueling services are provided in the Caribbean and along the East Coast.

Global Partners has maintained a positive brand reputation, being named to Fortune's 2026 List of World's Most Admired Companies for the third consecutive year. The company's retail brand, Alltown Fresh®, has also engaged in community initiatives, such as launching a Heart Health Campaign to benefit local children's hospitals and introducing its own branded apparel line.

Global Partners LP has 118 institutional owners and shareholders, holding a total of 16,470,638 shares, representing 38.12% of the company's stock. Major institutional owners include Alps Advisors Inc, Invesco Ltd., MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Pallas Capital Advisors LLC, Goldman Sachs Group Inc, Hartree Partners, LP, Morgan Stanley, Jpmorgan Chase & Co, DIV - Global X SuperDividend U.S. ETF and Blackstone Group Inc. The CEO, Eric Slifka, directly owns 5.5% of the company's shares, valued at $89.36 million.