Genesis Energy (NYSE:GEL) Announces Earnings Results, Misses Expectations By $0.24 EPS

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

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 Price Performance

Shares of GEL traded down $0.57 during trading hours on Thursday, hitting $16.82. 171,081 shares of the stock were exchanged, compared to its average volume of 250,442. The stock’s 50-day moving average price is $16.29 and its two-hundred day moving average price is $16.25. Genesis Energy has a 12-month low of $10.51 and a 12-month 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 company has a market cap of $2.06 billion, a price-to-earnings 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. Investors of record on Friday, January 30th will be given a dividend of $0.18 per share. The ex-dividend date is Friday, January 30th. This is a positive change from Genesis Energy’s previous quarterly dividend of $0.17. This represents a $0.72 annualized dividend and a dividend yield of 4.3%. Genesis Energy’s dividend payout ratio (DPR) is presently -14.97%.

Wall Street Analyst Weigh In

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

Institutional Investors Weigh In On Genesis Energy

A number of large investors have recently modified their holdings of GEL. Goldman Sachs Group Inc. lifted its stake in shares of Genesis Energy by 2.7% in the fourth quarter. Goldman Sachs Group Inc. now owns 5,192,745 shares of the pipeline company’s stock worth $81,007,000 after buying an additional 135,434 shares in the last quarter. Fulcrum Asset Management LLP acquired a new stake in Genesis Energy in the 3rd quarter valued at about $26,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Genesis Energy by 29.6% in the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,420,400 shares of the pipeline company’s stock worth $107,285,000 after purchasing an additional 1,465,339 shares in the last quarter. Hilltop Holdings Inc. lifted its stake in Genesis Energy by 53.9% in the 3rd quarter. Hilltop Holdings Inc. now owns 47,850 shares of the pipeline company’s stock worth $800,000 after purchasing an additional 16,750 shares in the last quarter. Finally, Raymond James Financial Inc. boosted its holdings in shares of Genesis Energy by 24.9% during the 3rd quarter. Raymond James Financial Inc. now owns 71,156 shares of the pipeline company’s stock worth $1,189,000 after purchasing an additional 14,193 shares during the last quarter. Hedge funds and other institutional investors own 66.82% of the company’s stock.

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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