Star Group, L.P. (SGU) Stock Price & Analysis
Star Group, L.P. (SGU) closed at USD 12.98 on Thursday, October 22, 2026, up 0.46% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 12.92; the Oct 22, 2026 session ranged USD 12.91–13.04 on volume of 27,182 shares. Market capitalization is $425.89M, with a 52-week range of USD 11.39–13.53 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 11:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SGU.md
Key facts (SGU)
- Last four reported quarters (through Jun 30, 2026): revenue $1.91B, net income $87.4M (4.6% margin), free cash flow $56.8M (SEC filings).
- Valuation: P/E 4.9x (avg 10.2x at the last 3 fiscal year-ends), EV/EBITDA 3.3x, net debt $146M.
- 1 of 80 tracked superinvestors hold SGU (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Analysts: None.
- Total return with dividends: 1Y +14.8% vs S&P 500 +14.9%; 5Y +59.3% vs S&P 500 +80.3%.
- Next earnings: 2026-08-05, EPS estimate USD —, revenue estimate $0K.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SGU)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.50B | $2.01B | $1.95B | $1.77B | $1.78B | $1.91B |
| Gross profit | $478M | $484M | $471M | $502M | $563M | — |
| Operating income | $130M | $60.5M | $62.5M | $61.1M | $114M | $136M |
| Net income | $87.7M | $35.3M | $31.9M | $35.2M | $73.5M | $87.4M |
| Free cash flow | $53.8M | $15.2M | $115M | $100M | $56.0M | $56.8M |
| Gross margin | 31.9% | 24.1% | 24.1% | 28.4% | 31.5% | — |
| Operating margin | 8.7% | 3.0% | 3.2% | 3.5% | 6.4% | 7.1% |
| Net margin | 5.9% | 1.8% | 1.6% | 2.0% | 4.1% | 4.6% |
| Revenue growth | +2.0% | +34.0% | -2.7% | -9.6% | +1.0% | — |
| Cash + short-term investments | $4.8M | $14.6M | $45.2M | $117M | $24.7M | — |
| Total debt | $119M | $184M | $148M | $209M | $188M | — |
Fiscal years end Sep. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SGU)
P/E 4.9x · P/S 0.2x · EV/EBITDA 3.3x · EV/Sales 0.3x · P/FCF 7.5x · FCF yield 13.34% · Earnings yield 20.52% · Dividend yield (paid, TTM) 6.24% · Net debt $146M · EV $571M
P/E at fiscal year-ends: Sep 2025 5.5x, Sep 2024 11.8x, Sep 2023 13.4x.
Superinvestors (SEC 13F-HR, Q2 2026) (SGU)
1 of 80 tracked investors hold SGU. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Bryan Lawrence | Oakcliff Capital | 5.26% | $14.1M | Unchanged |
Analysts (SGU)
Consensus None.
Total return (dividends reinvested) (SGU)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +14.8% | +59.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +14.8% | +9.7% |
| Volatility (annualized) | 16.7% | 25.6% |
| Max drawdown | -8.2% (Feb 2026→Mar 2026) | -30.9% (Jun 2023→Mar 2024) |
SGU revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Product | $267.0M | 74.6% | +23.5% |
| Public Utilities Inventory Petroleum Products | $267.0M | 74.6% | +23.5% |
| Home Heating Oil & Propane | $153.1M | 42.8% | +12.5% |
| Other Petroleum Products | $113.9M | 31.8% | +42.3% |
| Motor Fuel & Other Petroleum Products | $113.9M | 31.8% | +42.3% |
| Installation & Services | $91.1M | 25.4% | +1.8% |
| Equipment Maintenance Service Contracts & Billable Call Services | $58.3M | 16.3% | +3.9% |
| Equipment Maintenance Service Contracts | $36.9M | 10.3% | -0.1% |
| Equipment Installations | $32.7M | 9.1% | -1.7% |
| Billable Call Services | $21.5M | 6.0% | +11.4% |
| Total revenue | $358.1M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
SGU suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Cargill | “We purchase derivatives, futures contracts and swaps of diesel fuel primarily from members of our lending group and Cargill Inc. in order to mitigate exposure to market risk associated with our inventory and the purchase of” |
| Partner | Kestrel Heat | “Our general partner is Kestrel Heat, LLC, a Delaware limited liability company ("Kestrel Heat" or the "general partner").” |
| Partner | New York Stock Exchange | “As of November 30, 2025, we had outstanding 33.0 million common partner units (NYSE: "SGU") representing a 99.0% limited partner interest in Star, and 0.3 million general partner units, representing a 1.0% general partner interest in Star.” |
| Partner | Amended and Restated Agreement of | “Our Third Amended and Restated Agreement of Limited Partnership, provides that our general partner, Kestrel Heat, shall conduct, direct and manage all activities of the Company.” |
Quoted from the company's 10-K filed Dec 9, 2025.
SGU company outlook (results filed Aug 5, 2026)
- “Important factors that could cause actual results to differ materially from the Company's expectations ("Cautionary Statements") are disclosed in this news release and in the Company's Form 10-K and our Quarterly Reports on Form 10-Q.”
Quoted word-for-word from the SEC 8-K results press release.
SGU analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter | — | — | — | $0 | — |
| Current fiscal year (ends Sep 2018) | — | — | — | $0 | — |
| Next fiscal year | — | — | — | $0 | — |
SGU options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Dec 18, 2026 | 56 | 18.1% | ±4.9% |
30-day implied volatility 59.6% vs 11.3% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 11:22 UTC)
| Price | USD 12.98 |
|---|---|
| Change | ▲ 0.46% (up) |
| Previous Close | USD 12.92 |
| Open | USD 13.01 |
| Day Range | USD 12.91 – 13.04 |
| 52-Week Range | USD 11.39 – 13.53 |
| Volume | 27,182 shares |
| Market Cap | $425.89M |
| Exchange | NYQ |
Technical Analysis (SGU)
Nexqual's technical model rates SGU "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 11:22 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 52.87 (neutral) |
| vs SMA50 | Above (USD 12.8) |
| MACD | 0.06 (positive) |
Analyst Ratings (SGU)
Wall Street analysts rate SGU "None", per Nexqual as of October 23, 2026 at 11:22 UTC.
| Consensus Rating | None |
|---|
Earnings (SGU)
| Next Earnings Date | 2026-08-05 |
|---|
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2018-06-30 | USD -0.25 vs est -0.22 ▼ miss |
| 2018-03-31 | USD 1.12 vs est 1.65 ▼ miss |
Source: Nexqual, October 23, 2026 at 11:22 UTC.
Financials & Fundamentals (SGU)
| Total Revenue | $1.91B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +17.20% |
| Gross Margin | +31.79% |
| Operating Margin | -10.04% |
| Profit Margin | +4.53% |
| ROE | +24.07% |
| Debt / Equity | 0.69 |
| Current Ratio | 0.87 |
| Total Cash | $27.00M |
| Total Debt | $269.88M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $56.83M (3.0% of revenue) |
Source: Nexqual, October 23, 2026 at 11:22 UTC.
Financial Health Score (SGU)
Nexqual rates Star Group, L.P.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 11:22 UTC.
| Growth | Solid — Revenue +14% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 32%, operating -10% (last 12 months) |
| Balance Sheet | Mixed — $27M cash and investments vs $173M debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $57M (last 4 quarters to Jun 2026, SEC), slim 3.0% margin |
| Efficiency | Strong — ROE 24%, ROA 8.3% |
Ownership (SGU)
| Insider Ownership | +15.20% |
|---|---|
| Institutional Ownership | +42.27% |
| Shares Outstanding | 32.81M |
| Float | 24.58M |
| Short % of Float | +0.15% |
Source: Nexqual, October 23, 2026 at 11:22 UTC.
Leadership (SGU)
Star Group, L.P. is led by Jeffrey M. Woosnam, President, CEO & Director of Kestrel Heat LLC, per Nexqual as of October 23, 2026 at 11:22 UTC.
| President, CEO & Director of Kestrel Heat LLC | Jeffrey M. Woosnam |
|---|---|
| CFO, Executive VP, Treasurer & Secretary of Kestrel Heat, LLC | Richard F. Ambury |
| Chief Operating Officer of Kestrel Heat LLC | Jeffrey S. Hammond |
Major Backers & Investors (SGU)
Notable institutional backers of Star Group, L.P. include Hartree Partners, LP, Bandera Partners LLC, Summit Trail Advisors, LLC, according to Nexqual as of October 23, 2026 at 11:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Hartree Partners, LP | 10.37% |
| Bandera Partners LLC | 8.37% |
| Summit Trail Advisors, LLC | 6.19% |
| Lubar & Co., Inc | 3.95% |
| Oakcliff Capital Partners, LP | 3.35% |
| Renaissance Technologies | 2.69% |
| JPMorgan | 1.85% |
| Joel Isaacson & Co., LLC | 0.59% |
Source: Nexqual, October 23, 2026 at 11:22 UTC.
From Star Group, L.P.'s Latest SEC 10-K Filing (filed 2025-12-09)
Key Strengths & Strategy (as disclosed to the SEC)
- We believe we are the largest retail distributor of home heating oil in the United States, based upon sales volume with a market share in excess of 5.5%.
- We believe this allows us to provide a more consistent customer experience as our employees will have a 360 degree-view of each customer with easy access to key customer information and customized dashboards to track individual employee performance.
- We believe that our policy of contracting for the majority of our anticipated supply needs with diverse and reliable sources will enable us to obtain sufficient product should unforeseen shortages develop in worldwide supplies.
Partnerships
- Our unitholders voted in favor of proposals to have the Company elect to be treated as a corporation, instead of a partnership, for federal income tax purposes (commonly referred to as a "check-the-box election"), along with amendments to our partnership agreement to effect such changes in income tax classification, in each case effective November 1, 2017.
Legal & Regulatory Risks (Item 1A, quoted)
- Our results of operations and financial condition may be adversely affected by environmental regulations, and regulatory costs.
- Changes in tax laws or regulations may have a material adverse effect on our business, cash flow, financial condition or results of operations.
- We are subject to operating and litigation risks that could adversely affect our operating results whether or not covered by insurance.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CLNE | Clean Energy Fuels Corp. | USD 1.4 | ▲ 3.7% |
| APC | ARKO Petroleum Corp. | USD 15.86 | ▲ 0.06% |
| CAPL | CrossAmerica Partners LP | USD 22.18 | ▲ 1.28% |
| WKC | World Kinect Corporation | USD 36.5 | ▲ 0.52% |
| DKL | Delek Logistics Partners, L.P. | USD 56.91 | ▲ 0.25% |
| PARR | Par Pacific Holdings, Inc. Comm | USD 80.18 | ▼ 5.34% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 11:22 UTC. This page is informational and not investment advice.
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