Zacks Industry Outlook Highlights Targa Resources, Global Partners and CrossAmerica
Industry Challenges: The Oil and Gas - Refining & Marketing MLP industry is facing a decline in gasoline demand, rising interest rates, and increased debt costs, which threaten long-term growth and profitability for many companies in the sector.
Resilient Companies: Despite these challenges, firms like Targa Resources, Global Partners LP, and CrossAmerica Partners LP are well-positioned due to their stable revenue models, diversified operations, and long-term contracts, allowing them to maintain steady income amidst market volatility.
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Global Partners Announces Quarterly Dividend Increase
- Quarterly Dividend Increase: Global Partners (GLP) declares a quarterly dividend of $0.76 per share, reflecting a 0.7% increase from the previous dividend of $0.755, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
- Forward Yield: The forward yield of 6.44% not only attracts income-seeking investors but also indicates the company's relative value in the current market environment, enhancing its appeal.
- Dividend Payment Schedule: The dividend is payable on February 13, with a record date of February 9 and an ex-dividend date also on February 9, ensuring shareholders receive their returns promptly and boosting investor confidence.
- Capital Expenditure Plan: Global Partners outlines a capital expenditure plan of $85 million to $105 million for 2025, aimed at expanding marine fuel operations in Houston, indicating a proactive approach to growth strategy.
Global Partners Declares Cash Distribution
- Cash Distribution Announcement: Global Partners LP has declared a cash distribution of $0.76 per unit, amounting to an annualized rate of $3.04, to be paid on February 13, 2026, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Tax Information Disclosure: Concurrently, the company has notified brokers and nominees for non-U.S. investors that distributions will be treated as effectively connected income with U.S. trade or business, subject to federal income tax withholding at the highest applicable rate plus 10%, ensuring compliance and mitigating potential tax risks.
- Business Background: As a Fortune 500 company, Global Partners LP operates 54 liquid energy terminals across a vast network from Maine to Florida, underscoring its significant role and market influence within the liquid energy supply chain.
- Future Outlook: Despite uncertainties surrounding economic recovery, management remains optimistic about future developments, emphasizing a commitment to meeting the needs of the energy transition and maintaining a competitive edge in a challenging market.
Global GP LLC Acquires 3,917 Common Units for Approximately $176,892
- Transaction Overview: Global GP LLC acquired 3,917 common units in open-market transactions on December 5 and 8, 2025, with a total transaction value of approximately $176,892, reflecting its commitment to Global Partners LP's Long-Term Incentive Plan based on a weighted average purchase price of $45.16 per unit.
- Shareholding Changes: Following the transactions, Global GP LLC's direct holdings increased to 215,988 units, with a direct ownership value of about $9.75 million, indicating stability in its equity structure without changes in indirect holdings.
- Market Price Comparison: The weighted average purchase price exceeded the current market price of $43.46, illustrating Global GP LLC's market strategy in fulfilling incentive plan obligations, although this has no substantial impact on investors.
- Trading Frequency: Historical data shows that Global GP LLC averages over 21 trades per year, indicating that its trading activity is consistent with non-discretionary plan-related purchases, continuously acquiring common stock to meet incentive plan requirements.
Global Partners LP Insider Acquires 3,917 Shares for $176,566
- Insider Transactions: Global GP LLC acquired 3,917 shares on December 5 and 8, 2025, for a total transaction value of $176,566.28, indicating the management's commitment to investing during a period of stock price decline.
- Poor Stock Performance: In 2025, Global Partners LP's stock fell over 11.30%, marking its worst year since 2020, reflecting market concerns about its future growth prospects.
- Ongoing Incentive Plan: Despite the stock's downturn, Global GP LLC continued purchasing shares throughout December to fulfill its long-term incentive plan, highlighting the company's focus on executive compensation.
- Shareholder Return Strategy: Since Q3 FY 2021, Global Partners LP has consistently raised dividends each quarter, attracting attention from investors seeking high-yield stocks despite market challenges.
Daily Upgrade Report for Validea John Neff Strategy - November 8, 2025
Validea's Low PE Investor Model: Today's upgrades for Validea's Low PE Investor model highlight RICOH CO LTD and GLOBAL PARTNERS LP, with RICOH's rating increasing from 62% to 81% and GLOBAL PARTNERS rising from 58% to 77%, indicating growing interest based on their fundamentals and valuations.
RICOH CO LTD Overview: RICOH is a mid-cap value stock in the Computer Hardware industry, engaged in digital services and products, with a strong focus on imaging equipment and IT solutions across various business segments.
GLOBAL PARTNERS LP Overview: GLOBAL PARTNERS is a small-cap growth stock in the Retail (Grocery) industry, operating liquid energy terminals and retail fueling locations, with a focus on the logistics and distribution of refined petroleum products and renewable fuels.
About John Neff and Validea: John Neff, known for his conservative investment approach, managed the Windsor Fund to significant returns, outperforming the S&P 500. Validea offers investment research based on strategies from legendary investors like Neff, providing stock analysis and model portfolios.
GLP Shares Currently Considered Oversold
RSI Comparison: Global Partners LP has an RSI of 25.9, significantly lower than the average RSI of 50.1 for energy stocks, indicating potential overselling.
Investment Opportunity: A bullish investor may view the low RSI as a signal that selling pressure is waning, suggesting a possible entry point for buying shares.
52-Week Performance: GLP's stock has a 52-week low of $39.70 and a high of $60, with the last trade recorded at $42.54, reflecting a 4.4% decline for the day.
Market Context: The article also mentions the RSI values of other energy commodities, such as WTI Crude Oil at 40.2 and Henry Hub Natural Gas at 73.7, providing context for GLP's performance.
Global Partners Announces Quarterly Dividend Increase
- Quarterly Dividend Increase: Global Partners (GLP) declares a quarterly dividend of $0.76 per share, reflecting a 0.7% increase from the previous dividend of $0.755, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
- Forward Yield: The forward yield of 6.44% not only attracts income-seeking investors but also indicates the company's relative value in the current market environment, enhancing its appeal.
- Dividend Payment Schedule: The dividend is payable on February 13, with a record date of February 9 and an ex-dividend date also on February 9, ensuring shareholders receive their returns promptly and boosting investor confidence.
- Capital Expenditure Plan: Global Partners outlines a capital expenditure plan of $85 million to $105 million for 2025, aimed at expanding marine fuel operations in Houston, indicating a proactive approach to growth strategy.
Global Partners Declares Cash Distribution
- Cash Distribution Announcement: Global Partners LP has declared a cash distribution of $0.76 per unit, amounting to an annualized rate of $3.04, to be paid on February 13, 2026, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Tax Information Disclosure: Concurrently, the company has notified brokers and nominees for non-U.S. investors that distributions will be treated as effectively connected income with U.S. trade or business, subject to federal income tax withholding at the highest applicable rate plus 10%, ensuring compliance and mitigating potential tax risks.
- Business Background: As a Fortune 500 company, Global Partners LP operates 54 liquid energy terminals across a vast network from Maine to Florida, underscoring its significant role and market influence within the liquid energy supply chain.
- Future Outlook: Despite uncertainties surrounding economic recovery, management remains optimistic about future developments, emphasizing a commitment to meeting the needs of the energy transition and maintaining a competitive edge in a challenging market.
Global GP LLC Acquires 3,917 Common Units for Approximately $176,892
- Transaction Overview: Global GP LLC acquired 3,917 common units in open-market transactions on December 5 and 8, 2025, with a total transaction value of approximately $176,892, reflecting its commitment to Global Partners LP's Long-Term Incentive Plan based on a weighted average purchase price of $45.16 per unit.
- Shareholding Changes: Following the transactions, Global GP LLC's direct holdings increased to 215,988 units, with a direct ownership value of about $9.75 million, indicating stability in its equity structure without changes in indirect holdings.
- Market Price Comparison: The weighted average purchase price exceeded the current market price of $43.46, illustrating Global GP LLC's market strategy in fulfilling incentive plan obligations, although this has no substantial impact on investors.
- Trading Frequency: Historical data shows that Global GP LLC averages over 21 trades per year, indicating that its trading activity is consistent with non-discretionary plan-related purchases, continuously acquiring common stock to meet incentive plan requirements.
Global Partners LP Insider Acquires 3,917 Shares for $176,566
- Insider Transactions: Global GP LLC acquired 3,917 shares on December 5 and 8, 2025, for a total transaction value of $176,566.28, indicating the management's commitment to investing during a period of stock price decline.
- Poor Stock Performance: In 2025, Global Partners LP's stock fell over 11.30%, marking its worst year since 2020, reflecting market concerns about its future growth prospects.
- Ongoing Incentive Plan: Despite the stock's downturn, Global GP LLC continued purchasing shares throughout December to fulfill its long-term incentive plan, highlighting the company's focus on executive compensation.
- Shareholder Return Strategy: Since Q3 FY 2021, Global Partners LP has consistently raised dividends each quarter, attracting attention from investors seeking high-yield stocks despite market challenges.
Daily Upgrade Report for Validea John Neff Strategy - November 8, 2025
Validea's Low PE Investor Model: Today's upgrades for Validea's Low PE Investor model highlight RICOH CO LTD and GLOBAL PARTNERS LP, with RICOH's rating increasing from 62% to 81% and GLOBAL PARTNERS rising from 58% to 77%, indicating growing interest based on their fundamentals and valuations.
RICOH CO LTD Overview: RICOH is a mid-cap value stock in the Computer Hardware industry, engaged in digital services and products, with a strong focus on imaging equipment and IT solutions across various business segments.
GLOBAL PARTNERS LP Overview: GLOBAL PARTNERS is a small-cap growth stock in the Retail (Grocery) industry, operating liquid energy terminals and retail fueling locations, with a focus on the logistics and distribution of refined petroleum products and renewable fuels.
About John Neff and Validea: John Neff, known for his conservative investment approach, managed the Windsor Fund to significant returns, outperforming the S&P 500. Validea offers investment research based on strategies from legendary investors like Neff, providing stock analysis and model portfolios.
GLP Shares Currently Considered Oversold
RSI Comparison: Global Partners LP has an RSI of 25.9, significantly lower than the average RSI of 50.1 for energy stocks, indicating potential overselling.
Investment Opportunity: A bullish investor may view the low RSI as a signal that selling pressure is waning, suggesting a possible entry point for buying shares.
52-Week Performance: GLP's stock has a 52-week low of $39.70 and a high of $60, with the last trade recorded at $42.54, reflecting a 4.4% decline for the day.
Market Context: The article also mentions the RSI values of other energy commodities, such as WTI Crude Oil at 40.2 and Henry Hub Natural Gas at 73.7, providing context for GLP's performance.
