Genesis Energy (NYSE:GEL) Issues Earnings Results

Genesis Energy (NYSE:GEL) issued its earnings results on Thursday. The pipeline company reported $0.04 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.28 by ($0.24), Briefing.com reports. Genesis Energy had a negative net margin of 26.61% and a negative return on equity of 28.39%. During the same period in the previous year, the firm earned ($0.58) earnings per share. The company’s quarterly revenue was up 10.5% compared to the same quarter last year.

Here are the key takeaways from Genesis Energy’s conference call:

• Genesis reported Q4 results slightly above internal expectations driven by strong offshore volumes (Shenandoah and Salamanca), the marine business returning to normalized operations, and exited the year with zero outstanding on its $800 million revolver while increasing the quarterly common unit distribution to $0.18 (+9.1%) and repurchasing $25 million of preferred units.
• Management framed 2026 as conservatively guided around a 2025 normalized Adjusted EBITDA of ~$500–510 million with a ±15%–20% range, factoring in assumed downtime (≈10 days) and a modest marine dry-dock impact of $5–10 million
• Underpinning long-term growth, the company highlighted near-term project upside including the Monument tieback (late 2026/early 2027), a potential fifth Shenandoah well raising throughput toward ~120 KBD, Salamanca reaching 50–60 KBD, plus at least eight additional tiebacks and recent BOEM lease activity supporting decades of Gulf development.
• The marine segment faces near-term headwinds as four of nine Blue Water vessels undergo regulatory dry-docks in 1H26, which will reduce availability and, together with higher maintenance capex (an incremental $15–20 million), may mute immediate dayrate gains.

Genesis Energy Trading Down 3.3%

Shares of GEL traded down $0.57 during midday trading on Thursday, hitting $16.82. 171,081 shares of the stock were exchanged, compared to its average volume of 250,442. Genesis Energy has a 52-week low of $10.51 and a 52-week high of $17.77. The company has a debt-to-equity ratio of 19.90, a quick ratio of 0.90 and a current ratio of 0.97. The stock has a fifty day simple moving average of $16.29 and a 200 day simple moving average of $16.25. The firm has a market cap of $2.06 billion, a P/E ratio of -3.50 and a beta of 0.84.

Genesis Energy Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be given a dividend of $0.18 per share. This is an increase from Genesis Energy’s previous quarterly dividend of $0.17. This represents a $0.72 annualized dividend and a dividend yield of 4.3%. The ex-dividend date is Friday, January 30th. Genesis Energy’s dividend payout ratio (DPR) is -14.97%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on GEL shares. Weiss Ratings reissued a “hold (c-)” rating on shares of Genesis Energy in a research report on Thursday, January 22nd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $20.00 target price on shares of Genesis Energy in a report on Tuesday, December 2nd. Two equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $19.50.

Hedge Funds Weigh In On Genesis Energy

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Fulcrum Asset Management LLP purchased a new stake in Genesis Energy during the third quarter worth about $26,000. Geneos Wealth Management Inc. acquired a new position in shares of Genesis Energy in the second quarter valued at approximately $49,000. Osaic Holdings Inc. increased its stake in Genesis Energy by 91.4% during the 2nd quarter. Osaic Holdings Inc. now owns 7,706 shares of the pipeline company’s stock worth $133,000 after buying an additional 3,680 shares during the period. Cetera Investment Advisers lifted its holdings in Genesis Energy by 42.9% during the 2nd quarter. Cetera Investment Advisers now owns 17,543 shares of the pipeline company’s stock worth $302,000 after buying an additional 5,267 shares in the last quarter. Finally, Jones Financial Companies Lllp purchased a new position in Genesis Energy in the 1st quarter valued at approximately $108,000. 66.82% of the stock is currently owned by hedge funds and other institutional investors.

About Genesis Energy

Genesis Energy LP (NYSE: GEL) is a publicly traded master limited partnership headquartered in Houston, Texas, that owns and operates a diversified portfolio of energy infrastructure assets in the United States. The company’s primary focus is on the transportation, storage and delivery of refined petroleum products, serving major domestic markets across the Gulf Coast, Atlantic Seaboard and inland waterway systems.

Genesis Energy’s operations are organized into several key business segments.

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