Global Partners LP (GLP)

Nov 11, 2026

Zacks Research has upgraded Global Partners (NYSE:GLP) from a "hold" to a "strong-buy" rating, while other analysts maintain a "Buy" consensus with a $46 price target. This upgrade comes despite the energy company missing its latest quarterly EPS and revenue estimates. The stock opened Monday at $42.79, up 3.2%, with institutional investors holding 38.12% of its shares.

Nov 9, 2026

Global Partners (NYSE:GLP) shares dropped 6.6% after reporting quarterly earnings of $1.26 EPS, missing analyst estimates of $1.61, and revenue of $6.68 billion, below the $7.41 billion consensus. Despite the earnings miss, the company increased its quarterly dividend to $0.785 per share, representing a 7.5% annual yield. Analysts currently hold an average "Hold" rating for GLP with a consensus price target of $46.00.

Nov 7, 2026

Alps Advisors Inc. increased its stake in Global Partners LP by 3.4%, acquiring an additional 201,591 shares, bringing its total holdings to over 6 million shares valued at $279.9 million. This makes Global Partners the 15th largest position in Alps Advisors' portfolio, representing 17.78% of the company. Despite the increased investment, Global Partners missed analysts' earnings and revenue estimates for the recent quarter but did raise its quarterly dividend.

Nov 6, 2026

Global Partners reported a significant increase in its third-quarter 2026 net income, rising over 80% to $52.4 million, primarily driven by strong performance in its terminal and wholesale operations. This growth occurred despite a softer retail fuel demand influenced by higher pump prices. The company's integrated liquid energy model demonstrated resilience, with EBITDA climbing to $120.8 million for the quarter.

Oct 30, 2026

Global Partners LP announced a quarterly dividend of $0.785 per share, a 0.6% increase, resulting in a 6.5% annualized yield. While the company has raised its dividend for five consecutive years, its current payout ratio of 103% exceeds earnings, though analysts project improved coverage to 81.9% next year. The energy company recently reported strong quarterly EPS of $1.86, surpassing estimates, despite revenue falling short of expectations.