Stifel reiterates Hold rating on Martin Midstream Partners stock at $4.00

Published 16/10/2025, 14:40
Stifel reiterates Hold rating on Martin Midstream Partners stock at $4.00

Investing.com - Stifel has maintained its Hold rating and $4.00 price target on Martin Midstream Partners (NASDAQ:MMLP) stock, according to a research note released Thursday. The midstream operator, with a market capitalization of $109.6 million and a FAIR financial health score according to InvestingPro, has maintained dividend payments for 23 consecutive years despite current profitability challenges.

The partnership reported adjusted EBITDA of $19.3 million, falling short of Stifel’s estimate of $25.5 million for the period.

Martin Midstream Partners posted negative distributable cash flow (DCF) of $3.4 million, compared to positive DCF of $2.4 million in the prior year. This result also fell below Stifel’s projection of $3.9 million.

The company announced a distribution per unit (DPU) of $0.005, which equates to $0.02 annually. This distribution aligned with Stifel’s expectations.

MMLP stock currently trades at $3.09 per share, representing approximately 23% potential upside to Stifel’s unchanged $4.00 price target.

In other recent news, Martin Midstream Partners reported a significant third-quarter net loss of $8.4 million, or -$0.21 per unit. This result was notably below analyst estimates, which anticipated a loss of only -$0.02 per unit. The underperformance was attributed to unexpected challenges in the company’s marine transportation and grease segments. Additionally, Martin Midstream Partners generated an adjusted EBITDA of $19.3 million for the quarter ending September 30, 2025, a decrease from $25.1 million in the same quarter of the previous year. The company has also decided to withdraw its full-year 2025 guidance due to ongoing demand softness affecting inland barge utilization. These developments come as the company navigates current market conditions and adjusts its strategies accordingly.

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