Stifel reiterates Hold rating on Global Partners stock, maintains $53 target

Published 13/08/2025, 15:50
Stifel reiterates Hold rating on Global Partners stock, maintains $53 target

Investing.com - Stifel has reiterated its Hold rating and $53.00 price target on Global Partners, L.P. (NYSE:GLP), a $1.76 billion market cap company with a notable 6.02% dividend yield, following the company’s second-quarter 2025 results. According to InvestingPro data, the company has maintained dividend payments for 20 consecutive years.

Global Partners reported second-quarter results that fell below Stifel’s estimates, with mixed performance across business segments. While the company’s wholesale segment exceeded expectations, this positive outcome was offset by weaker performance in its Gasoline Distribution and Station Operations (GDSO) division and higher operating expenses. Despite these challenges, InvestingPro analysis shows the company remains profitable with a 3.74% revenue growth and trades at a P/E ratio of 19.14x.

The underperformance in the GDSO segment was attributed to rainy weather conditions during the quarter and a reduced store count, according to Stifel’s analysis. These factors contributed to results coming in below the firm’s projections.

Despite the mixed quarterly performance, Stifel noted that the improved wholesale segment results demonstrate the resilience of Global Partners’ business as it integrates acquisitions made in recent years. The firm indicated that Global Partners could pursue further growth through mergers and acquisitions and by expanding its existing assets.

Stifel maintained its Hold rating and $53.00 target price on Global Partners stock following the earnings report, suggesting a neutral outlook on the company’s near-term prospects.

In other recent news, Global Partners LP announced its second-quarter 2025 earnings, revealing a mixed financial performance. The company reported an earnings per share (EPS) of $0.55, which exceeded analysts’ expectations of $0.42. Despite this positive earnings surprise, Global Partners faced a revenue shortfall, generating $4.63 billion compared to the anticipated $6.01 billion. These developments have drawn attention from investors and analysts alike. There were no significant mergers or acquisitions reported during this period. Additionally, there were no notable analyst upgrades or downgrades for Global Partners mentioned in the recent updates. The company’s financial results have been a focal point for stakeholders assessing its current position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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