Wholesale-Petroleum & Petroleum Products (No Bulk Stations) · SIC 5172

ARKO Petroleum Corp.

APC

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Latest revenue

$1.34B

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

+78.9% / yr 65.1 pts / yr vs S&P 500 16.9% total
Compare:

Live market

delayed ≤15 min
$20.72
0.62%
Market cap
$260.5M
Enterprise value
$260.5M
P/E (trailing)
Forward P/E
P/B
Dividend yield
1.4%
52-wk high
$21.72
52-wk low
$17.00
Beta
Shares out
12.6M

5-year trend

What this company does

AI

ITEM 1. BUSINESS Overview ARKO Petroleum Corp. is a growth-oriented, fuel distribution company and one of the largest wholesale fuel distributors by gallons in North America, supplying customers in approximately 3,500 locations in the District of Columbia and more than 30 states across the Mid-Atlantic, Midwestern, Northeastern, Southeastern, and Southwestern United States (“U.S.”). Based in Richmond, Virginia, we were formed in July 2025 as a Delaware corporation and a wholly owned subsidiary of ARKO Corp. (“ARKO Parent”), which is one of the largest operators of convenience stores in the U.S., whose common stock is listed on the Nasdaq Stock Market (“Nasdaq”) under the symbol “ARKO.” We…

AI summary unavailable — showing raw filing excerpt

Generated from APC's filing dated 2026-03-30

Key risks

AI

ITEM 1A. RISK FACTORS. You should carefully consider the risks described below, as well as other information contained in this Annual Report on Form 10-K, including the audited combined financial statements contained in Part II, Item 8 of this Annual Report on Form 10-K (the “combined financial statements”) and the notes thereto and “Management’s Discussion and Analysis of Financial Condition and Results of Operations.” The occurrence of any of the events discussed below could significantly and adversely affect our business, prospects, results of operations, financial condition, and cash flows. 8 Risks Related to Our Business and Industry The wholesale motor fuel distribution industry and…

AI summary unavailable — showing raw filing excerpt

Generated from APC's filing dated 2026-03-30

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.34B-0.2%

Q1 2025

2025-03-31

$1.35B

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Wholesale-Petroleum & Petroleum Products (No Bulk Stations) · SIC 5172

No data yet for industry average

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Insider activity

Insider buying

$2.1M

Insider selling

$475.0K

Net activity

+$1.7M

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-03

Blackstone Holdings I L.P. / Blackstone Holdings I/II GP L.L.C. / Blackstone Inc. / Blackstone Group Management L.L.C. / Stephen A Schwarzman

10%+ owner

Sale25,000$19.00$475.0K
2026-02-13

Avram Z Friedman

Director

Purchase20,000$18.00$360.0K
2026-02-12

Blackstone Holdings I L.P. / Blackstone Holdings I/II GP L.L.C. / Blackstone Inc. / Blackstone Group Management L.L.C. / Stephen A Schwarzman

10%+ owner

Purchase100,000$17.66$1.8M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns APC

Institutional value

$75.1M

Total shares held

4.2M

Distinct holders

21

+20 vs prior

As of

2026-03-31

Prior: 2024-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Invesco Ltd.1.0M$17.9MNew
2CIBC Bancorp USA Inc.849.5K$15.5MNew
3CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT712.5K$12.7MNew
4TEACHER RETIREMENT SYSTEM OF TEXAS500.0K$8.9MNew
5VANGUARD CAPITAL MANAGEMENT LLC218.5K$3.9MNew
6BlackRock, Inc.164.9K$2.9MNew
7Russell Investments Group, Ltd.157.6K$2.8MNew
8DEPRINCE RACE & ZOLLO INC133.8K$2.4MNew
9STIFEL FINANCIAL CORP133.7K$2.4MNew
10UBS Group AG85.0K$1.5MNew
11VANGUARD FIDUCIARY TRUST CO62.8K$1.1MNew
12SEVEN GRAND MANAGERS, LLC50.0K$894.5KNew
13Counterpoint Mutual Funds LLC32.1K$574.7KNew
14JANE STREET GROUP, LLC27.0K$482.8KNew
15LANDSCAPE CAPITAL MANAGEMENT, L.L.C.19.5K$348.7KNew
16ACT CAPITAL MANAGEMENT, LLC15.0K$268.4KNew
17Legal & General Group Plc5.0K$89.5KNew
18Vanguard Global Advisers, LLC4.7K$84.2KNew
19VANGUARD PORTFOLIO MANAGEMENT LLC4.5K$81.1KNew
20BNP PARIBAS FINANCIAL MARKETS148$2.6KNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once APC's latest filing finishes processing.