Sunoco LP Announces Quarterly Distribution Increase to $0.9317
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Should l Buy SUN?
Sunoco LP announced a quarterly distribution of 93.17c per common unit, or $3.7268 on an annualized basis, for the quarter ended December 31, 2025. This represents an increase of approximately 1.25%, or 1.15c per common unit, as compared to the quarter ended September 30, 2025. This is the fifth consecutive quarterly increase in SUN's distribution and is consistent with SUN's capital allocation strategy which includes a multi-year distribution growth rate of at least 5%.
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Analyst Views on SUN
Wall Street analysts forecast SUN stock price to rise
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 60.490
Low
57.00
Averages
63.67
High
70.00
Current: 60.490
Low
57.00
Averages
63.67
High
70.00
About SUN
Sunoco LP is an energy infrastructure and fuel distribution master limited partnership operating in over 32 countries and territories in North America, the Greater Caribbean, and Europe. The Company's midstream operations include a network of approximately 14,000 miles of pipeline and over 160 terminals. Its segments include Fuel Distribution, Pipeline Systems and Terminals. The Fuel Distribution segment supplies motor fuel to independently operated dealer stations, distributors, commission agents and other consumers. The Pipeline Systems segment includes the operations of its refined products, crude oil and anhydrous ammonia pipelines, as well as other assets that are operated and managed on an integrated basis with its pipeline systems, including certain terminal and storage assets. Its Terminals segment is composed of facilities that provide storage, handling and other services on a fee basis for refined products, crude oil, specialty chemicals, renewable fuels and other liquids.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Distributable Cash Flow Growth: The adjusted distributable cash flow for Q4 was $442 million, a 69.7% increase from $261 million in Q4 2024, reflecting effective cash flow management and enhancing future investment capacity.
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- Robust Cash Flow Generation: The company generated over $2 billion in distributable cash flow in Q4, easily covering nearly $1.2 billion in cash distributions, demonstrating its capacity for sustained growth and strong commitment to investor returns.
- Accelerated Growth Expectations: Energy Transfer anticipates adjusted EBITDA between $17.5 billion and $17.9 billion in 2026, reflecting a 9% to 12% increase from 2025, primarily driven by the acquisition of J-W Power Company and other expansion projects, indicating significant future growth potential.
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- Record Financial Performance: The adjusted EBITDA for Q4 2025 reached $706 million, excluding $60 million in one-time transaction expenses, showcasing robust business performance and contributions from Parkland, enhancing future profitability prospects.
- Commitment to Distribution Growth: The company declared a distribution of $0.9317 per unit, reflecting a 1.25% increase over the prior quarter, marking the fifth consecutive quarterly increase and demonstrating confidence in future cash flows.
- Clear 2026 Outlook: Management reaffirmed the 2026 adjusted EBITDA target of $3.1 billion to $3.3 billion, with expectations to realize $125 million in synergies, indicating strong confidence in sustained growth and investment returns.
See More
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- Adjusted EBITDA Growth: The adjusted EBITDA for Q4 2025 was $4.18 billion, an 8% year-over-year increase, suggesting progress in cost control and operational efficiency, which could support future capital expenditures.
- Increased Cash Distribution: Energy Transfer LP announced a quarterly cash distribution of $0.3350 per unit for Q4 2025, representing over a 3% increase compared to Q4 2024, reflecting improvements in cash flow management that may attract more investors.
- Capital Expenditure Plans: For 2026, Energy Transfer LP expects to invest between $5.0 billion and $5.5 billion in growth capital projects, primarily focused on enhancing its natural gas network, demonstrating a positive outlook on future market demand.
See More
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- Corporate Earnings in Spotlight: Walmart (WMT) is set to release its fourth-quarter earnings on Thursday, marking the first report under new CEO John Furner, making it a key indicator of consumer spending that the market is eagerly anticipating.
- Ongoing AI Impact: As AI tools' potential effects intensify across various sectors, software stocks like Salesforce (CRM) and ServiceNow (NOW) have seen significant declines, reflecting the market's heightened vigilance regarding AI disruptions, necessitating close monitoring of future industry developments.
See More
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See More
