CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 13F: Adds $927K to ARKO Stake

Cushing Asset Management, LP dba NXG Investment Management has increased its stake in Arko Corp. by 225,000 shares, bringing its total ownership to 1,075,000 shares. This boost is valued at approximately $927,000 based on the fund's reported value. The filing was made on October 26, 2026, and is based on data from September 30, 2026.

ARKO Arko Corp.

$3.84 ▼ -12.73% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Arko Corp. Fits in Cushing Asset Management's Portfolio

This increase represents a 26.5% rise in Cushing's holdings in Arko Corp. The stock now makes up 0.31% of Cushing's total reported value of about $1.42 billion, ranking it 43rd among the fund's 73 positions.

Other Institutional Activity in Arko Corp.

Davidson Kempner Capital Management LP holds 23,139,671 shares of Arko Corp., valued at approximately $88.9 million. Ares Management LLC has 2,110,000 shares worth about $8.1 million. Arrowstreet Capital, Limited Partnership recently increased its stake by 503,671 shares, totaling 1,982,013 shares valued at around $7.6 million.

Arko Corp. Stock Up 0.8%

As of October 27, 2026, Arko Corp. trades at around $3.84, which is significantly below its 52-week high of $8.76. The stock is also below both its 50-day moving average of $4.35 and its 200-day moving average of $6.02, indicating it has struggled to maintain upward momentum.

Recent Earnings

Arko Corp. reported trailing twelve-month revenue of approximately $6.89 billion, with a net margin of 0.2%. The company is set to announce its next earnings on November 5, 2026.

Dividend

Arko Corp. pays an annual dividend of $0.12 per share, yielding about 3.12%. The dividend payout ratio stands at 150%, indicating it pays out more than its earnings.

Insider Buying and Selling at Arko Corp.

Recently, Chief Financial Officer Charles Galagher Jeff bought 40,000 shares on March 17, 2026, valued at approximately $202,762. General Counsel Maury Bricks sold 15,000 shares on June 5, 2026, for about $115,350, and an additional 20,000 shares on June 11, 2026, valued at $165,000.

Analysts Set New Price Targets

On August 10, 2026, Raymond James downgraded Arko Corp. to an "Outperform" rating with a price target of $7.00, down from $8.00. The current consensus price target for the stock is $8.50, with two analysts covering it.

About Arko Corp.

Arko Corp. operates a chain of convenience stores across the United States, selling fuel, merchandise, and prepared foods. The company is positioned in the consumer cyclical sector, specifically in specialty retail, which is vital for its growth prospects.

Bottom Line

Investors should watch for Arko Corp.'s next earnings report on November 5, 2026, as well as any further changes in institutional holdings that may arise in the upcoming filings. Cushing Asset Management's recent boost in its stake highlights ongoing interest in the company, despite the stock trading below its historical highs.