Genesis Energy
About: Genesis Energy LP is a limited partnership company that focuses on the midstream segment of the crude oil and natural gas industry. It engages in providing services to crude oil and natural gas producers, and industrial and commercial enterprises. The company's reportable segments are offshore pipeline transportation, sodium minerals, and sulfur services, onshore facilities and transportation, and marine transportation. It generates maximum revenue from the offshore pipeline transportation segment which conducts crude oil and natural gas pipeline transportation and handling operations in the Gulf of Mexico through its offshore pipeline transportation segment, which focuses on providing a suite of services to integrated and large independent energy companies.
Employees: 2,075
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
300% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 4 (+3) [Q1 2025]
133% more call options, than puts
Call options by funds: $30.1M | Put options by funds: $12.9M
60% more capital invested
Capital invested by funds: $887M [Q4 2024] → $1.42B (+$533M) [Q1 2025]
34% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 29
1.68% more ownership
Funds ownership: 71.97% [Q4 2024] → 73.65% (+1.68%) [Q1 2025]
6% less funds holding
Funds holding: 115 [Q4 2024] → 108 (-7) [Q1 2025]
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$15
10%
downside
Avg. target
$16.50
1%
downside
High target
$18
8%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
RBC Capital Elvira Scotto | 10%downside $15 | Outperform Maintained | 17 Mar 2025 |
Wells Fargo Michael Blum | 8%upside $18 | Overweight Upgraded | 17 Mar 2025 |
Financial journalist opinion
Neutral
Business Wire
1 week ago
Genesis Energy, L.P. to Participate in Investor Conferences
HOUSTON--(BUSINESS WIRE)--Genesis Energy, L.P. (NYSE: GEL) announced today that it will host investor meetings at the following conferences: 2025 RBC Capital Markets Global Energy, Power & Infrastructure Conference in New York City on June 4, 2025 2025 BofA Securities Energy and Power Credit Conference in New York City on June 5, 2025 The Partnership's latest presentation materials are available and may be downloaded by visiting the Partnership's website at www.genesisenergy.com under “Pres.
Neutral
Business Wire
3 weeks ago
Genesis Energy, L.P. to Participate in the 22nd Annual Energy Infrastructure CEO & Investor Conference
HOUSTON--(BUSINESS WIRE)--Genesis Energy, L.P. (NYSE: GEL) announced today that it will host investor meetings at the 22nd Annual Energy Infrastructure CEO & Investor Conference on Wednesday, May 21 and Thursday, May 22, 2025 in Aventura, Florida. The latest presentation materials are available and may be accessed under the Investors tab on the Genesis website. Genesis Energy, L.P. is a diversified midstream energy master limited partnership headquartered in Houston, Texas. Genesis' operati.
Neutral
Seeking Alpha
1 month ago
Genesis Energy, L.P. Class A Common Units (GEL) Q1 2025 Earnings Call Transcript
Genesis Energy, L.P. Class A Common Units (NYSE:GEL ) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants Grant Sims – Chief Executive Officer Dwayne Morley – Vice President-Investor Relations Kristen Jesulaitis – Chief Financial Officer and Chief Legal Officer Ryan Sims – President and Chief Commercial Officer Conference Call Participants Michael Blum – Wells Fargo Wade Suki – Capital One Elvira Scotto – RBC Capital Markets Operator Greetings and welcome to Genesis Energy LP First Quarter 2025 Earnings Conference Call.
Neutral
Business Wire
1 month ago
Genesis Energy, L.P. Reports First Quarter 2025 Results
HOUSTON--(BUSINESS WIRE)--Genesis Energy, L.P. (NYSE: GEL) today announced its first quarter results. We generated the following financial results for the first quarter of 2025: Net Loss Attributable to Genesis Energy, L.P. of $469.1 million for the first quarter of 2025 compared to Net Income Attributable to Genesis Energy, L.P. of $11.4 million for the same period in 2024. Cash Flows from Operating Activities of $24.8 million for the first quarter of 2025 compared to $125.9 million for the sa.
Positive
Seeking Alpha
1 month ago
Genesis Energy: Entering A Harvest Phase
Genesis Energy is poised for significant growth due to offshore pipeline expansions and increased soda ash capacity, transitioning from heavy capital spending to harvesting cash flows. The new deepwater Gulf of Mexico oil projects will add 200,000 barrels per day, boosting high-margin volumes and ensuring revenue growth. The soda ash business benefits from steady demand and recent capacity expansions, positioning Genesis for improved output and profitability as market conditions tighten.
Neutral
Business Wire
2 months ago
Genesis Energy, L.P. Declares Quarterly Distribution
HOUSTON--(BUSINESS WIRE)--Genesis Energy, L.P. (NYSE: GEL) announced today that the Board of Directors of its general partner declared a quarterly cash distribution to be paid to Genesis common unit holders and Class A Convertible Preferred unit holders with respect to the quarter ended March 31, 2025. Each holder of common units will be paid a quarterly cash distribution of $0.165, or $0.66 on an annualized basis, for each common unit held of record. Each holder of preferred units will be paid.
Neutral
Business Wire
3 months ago
Genesis Energy, L.P. Provides Update on Balance Sheet Simplification
HOUSTON--(BUSINESS WIRE)--Genesis Energy LP (NYSE: GEL) today announced an update on its recent and near-term expected deployment of the approximately $1.010 billion in cash, net of estimated transaction costs and expenses, it received on Friday, February 28, 2025, from the sale of its Alkali Business. In summary, Genesis has: Paid its senior secured revolving credit facility to zero which will result in saving approximately $25 million in annual cash interest expense; Called the remaining 8.0%.
Neutral
Business Wire
3 months ago
2024 K-1 Tax Packages for Genesis Energy, L.P.
HOUSTON--(BUSINESS WIRE)--Genesis Energy, L.P. (NYSE: GEL) today announced that the 2024 tax packages, including Schedule K-1s, are now available online. The 2024 tax package may be accessed through the K-1 Tax Package Support website at www.taxpackagesupport.com/Genesis or through the K-1 Tax Information link on our website at www.genesisenergy.com. The partnership expects to complete mailing of the 2024 Genesis Energy, L.P. tax packages by Tuesday, March 11th, 2025. For additional information.
Neutral
Business Wire
3 months ago
Genesis Energy, L.P. Extends Common Unit Repurchase Program
HOUSTON--(BUSINESS WIRE)--Genesis Energy, L.P. (NYSE: GEL) today announced that its Board of Directors has extended its common equity repurchase program for its outstanding Class A common units (the “Program”). The Program, approved on August 8, 2023, was originally scheduled to expire on December 31, 2024. The Board has extended the Program through December 31, 2026, unless expanded and extended prior thereto. To date, Genesis has purchased only 114,900 Class A common units under the Program.
Neutral
Business Wire
3 months ago
Genesis Energy, L.P. Announces Senior Notes Redemption
HOUSTON--(BUSINESS WIRE)--Genesis Energy, L.P. (NYSE: GEL) today announced that it will redeem the entire outstanding principal amount of its 8.0% senior notes due 2027 (the “Notes”) that were co-issued with its subsidiary, Genesis Energy Finance Corporation. As of March 3, 2025, $406,245,000 in aggregate principal amount of the Notes were outstanding. The redemption date for the Notes is April 3, 2025 (the “Redemption Date”). The Notes will be redeemed on the Redemption Date at a redemption pr.
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