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ARKO Corp. reported that its Chief Financial Officer and Executive Vice President, Jeff Charles Galagher, received a grant of 54,645 restricted stock units (RSUs). Each RSU represents the right to receive one share of ARKO common stock on a one-for-one basis.
The RSUs will vest and convert into common shares in three equal annual installments starting on March 1, 2027, as long as Galagher remains employed or in service through each vesting date. This award increases his directly held derivative securities balance to 54,645 RSUs.
ARKO Corp. reported a profitable fourth quarter and steady full-year 2025 results while advancing a major restructuring of its business. Fourth quarter net income improved to $1.9 million from a $2.3 million loss, and full-year net income rose 9.1% to $22.7 million. Adjusted EBITDA grew 15.6% in the quarter to $65.7 million, and was $248.7 million for 2025, slightly below the prior year but above the midpoint of the company’s original guidance.
Retail merchandise margins expanded to 34.4% in the quarter and 33.7% for the year, while retail fuel margin increased to 44.5 and 42.8 cents per gallon, supported by significant site conversions to dealer locations and lower operating expenses. Wholesale and fleet fueling segments delivered solid operating income, and overall operating income increased to $102.3 million from $94.0 million in 2024.
In February 2026, subsidiary ARKO Petroleum Corp. (APC) completed an IPO of 11,111,111 Class A shares at $18.00 per share, generating approximately $184 million of proceeds that were used to reduce debt. ARKO retains 35,000,000 APC Class B shares, representing 75.9% of APC’s economic interests. The company is also rolling out its new fas craves store format, planning additional remodels and new-to-industry locations, and targeting dealer conversions expected to deliver more than $20 million in cumulative annualized operating income benefit plus over $10 million of G&A savings at scale. For 2026, ARKO guides to Adjusted EBITDA of $245–$265 million, assuming average retail fuel margin of 41.5–43.5 cents per gallon, and declared a quarterly dividend of $0.03 per share payable March 20, 2026.
ARKO Corp., a large U.S. convenience-store and fuel wholesaler based in Richmond, describes a multi-segment business built around 1,118 retail stores and fuel supply to 2,099 dealer locations as of December 31, 2025. Including wholesale and fleet sites, the network totals 3,512 locations across more than 30 states and Washington, D.C.
The company operates four segments: retail, wholesale, fleet fueling and GPMP. In 2025, retail generated about $4.4 billion of revenue, wholesale about $2.8 billion, and fleet fueling about $483.8 million, with 922.7 million retail gallons and 989.1 million wholesale gallons sold, plus 142.8 million gallons in fleet fueling.
A multi-year Transformation Plan is shifting selected company-operated stores into higher-margin dealer locations. Since mid‑2024 ARKO has converted 409 sites, including 256 in 2025, producing about $11.8 million of incremental operating income before general and administrative expenses in 2025. The plan also emphasizes remodeled “fas craves” food-focused stores, loyalty-driven merchandising, and new-to-industry locations in both retail and fleet fueling.
ARKO completed an IPO of a minority interest in subsidiary ARKO Petroleum Corp. (APC) in February 2026, making APC the primary operating entity for wholesale, fleet fueling and GPMP, while ARKO retains 75.9% of economic interests and 94.0% of combined voting power. Key disclosed risks include fuel price volatility, intense competition from national chains and alternative channels, evolving regulation, litigation and environmental obligations, macroeconomic pressures, geopolitical conflicts, shifts toward electric vehicles, labor constraints and the need to execute acquisitions, dealer conversions and growth projects effectively.
ARKO Corp. ownership filing by CIBC Private Wealth Group LLC reports 0 shares of Class A Common and 0.0% beneficial ownership, filed as an amendment. The filing states this holder reports ownership of five percent or less of the class.
ARKO Corp. reports that its indirect subsidiary ARKO Petroleum Corp. completed an IPO of 11,111,111 shares of Class A common stock. After the IPO, ARKO indirectly owns 35,000,000 Class B shares, representing about 75.9% of APC’s economic interests and 94.0% of voting power.
ARKO and APC entered a series of intercompany agreements covering management services, tax matters, fuel distribution, acquisitions, employee benefits, insurance and registration rights for APC Class A shares issuable upon conversion of ARKO’s Class B holdings. A 10‑year fuel distribution and related omnibus agreement makes APC subsidiaries the exclusive motor fuel suppliers for ARKO-operated locations, subject to limited exceptions.
The company also restructured credit arrangements with PNC and M&T Bank, reducing GPM’s revolving line from $140 million to $56 million, creating a separate $84 million APC revolving facility and issuing about $14.9 million of subordinated intercompany notes to reflect APC’s share of prior M&T debt, without incurring additional external borrowings.
CIBC Private Wealth Group LLC filed a Schedule 13G reporting a significant ownership stake in ARKO Corp. Class A common stock. The firm reports beneficial ownership of 919,510 shares, representing 8.28% of the class, with sole voting and dispositive power over all reported shares.
The shares are described as acquired and held in the ordinary course of business, and not for the purpose or effect of changing or influencing control of ARKO Corp. CIBC National Trust Company is identified as a relevant subsidiary in connection with this ownership.
ARKO Corp. reported that its subsidiary ARKO Petroleum Corp. (APC) has issued preliminary net income estimates for the fourth quarter and full year ended December 31, 2025. APC currently expects net income between $4.1 million and $7.4 million for the fourth quarter and between $28.8 million and $32.1 million for the full year.
These figures come from an amendment to APC’s Form S-1 registration statement and are unaudited, based on management’s estimates, and subject to completion of normal financial closing procedures. APC’s auditor, Grant Thornton LLP, has not performed any work on this preliminary data and provides no assurance. ARKO also furnished a press release with these estimates as an exhibit.
BlackRock, Inc. has filed an amended Schedule 13G/A reporting its beneficial ownership of ARKO Corp. Class A stock as of 12/31/2025. BlackRock reports beneficial ownership of 5,309,180 Class A shares, representing 4.8% of the class. It has sole power to vote 5,226,667 shares and sole power to dispose of 5,309,180 shares, with no shared voting or dispositive power. The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of ARKO Corp. Various underlying clients or investors may receive dividends or sale proceeds, but no single person has more than five percent of the total outstanding common shares.