Energy Transfer LP (NYSE:ET – Free Report) – Research analysts at US Capital Advisors lifted their FY2025 EPS estimates for shares of Energy Transfer in a report released on Monday, February 2nd. US Capital Advisors analyst J. Carreker now expects that the pipeline company will post earnings of $1.28 per share for the year, up from their prior forecast of $1.25. The consensus estimate for Energy Transfer’s current full-year earnings is $1.46 per share. US Capital Advisors also issued estimates for Energy Transfer’s Q4 2025 earnings at $0.31 EPS, Q1 2026 earnings at $0.34 EPS, Q2 2026 earnings at $0.32 EPS, Q3 2026 earnings at $0.33 EPS, Q4 2026 earnings at $0.36 EPS and FY2026 earnings at $1.34 EPS.
Energy Transfer (NYSE:ET – Get Free Report) last announced its earnings results on Wednesday, November 5th. The pipeline company reported $0.28 EPS for the quarter, missing the consensus estimate of $0.34 by ($0.06). Energy Transfer had a net margin of 5.66% and a return on equity of 10.71%. The firm had revenue of $19.95 billion during the quarter, compared to analysts’ expectations of $21.84 billion. During the same quarter in the prior year, the company earned $0.32 EPS. The business’s revenue for the quarter was down 3.9% on a year-over-year basis.
View Our Latest Analysis on Energy Transfer
Energy Transfer Trading Up 1.5%
Shares of ET stock opened at $18.42 on Wednesday. The company has a market capitalization of $63.24 billion, a price-to-earnings ratio of 14.74, a PEG ratio of 0.95 and a beta of 0.66. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.14 and a current ratio of 1.41. The company has a 50-day simple moving average of $16.96 and a two-hundred day simple moving average of $17.09. Energy Transfer has a 52-week low of $14.60 and a 52-week high of $21.07.
Energy Transfer Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Friday, February 6th will be issued a dividend of $0.335 per share. This represents a $1.34 annualized dividend and a yield of 7.3%. This is a boost from Energy Transfer’s previous quarterly dividend of $0.33. The ex-dividend date of this dividend is Friday, February 6th. Energy Transfer’s payout ratio is currently 106.40%.
Insider Buying and Selling at Energy Transfer
In other Energy Transfer news, Director Kelcy L. Warren bought 1,000,000 shares of Energy Transfer stock in a transaction dated Wednesday, November 19th. The stock was purchased at an average price of $16.95 per share, for a total transaction of $16,950,000.00. Following the completion of the purchase, the director directly owned 104,577,803 shares of the company’s stock, valued at approximately $1,772,593,760.85. This trade represents a 0.97% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this link. 3.28% of the stock is owned by insiders.
Institutional Inflows and Outflows
A number of hedge funds have recently bought and sold shares of ET. Mountain Capital Investment Advisors Inc. boosted its holdings in shares of Energy Transfer by 4.9% in the fourth quarter. Mountain Capital Investment Advisors Inc. now owns 12,007 shares of the pipeline company’s stock worth $216,000 after acquiring an additional 560 shares during the period. Marks Wealth LLC boosted its stake in Energy Transfer by 4.7% in the 4th quarter. Marks Wealth LLC now owns 12,560 shares of the pipeline company’s stock worth $207,000 after purchasing an additional 560 shares during the period. Vanguard Personalized Indexing Management LLC grew its holdings in Energy Transfer by 1.4% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 39,845 shares of the pipeline company’s stock valued at $723,000 after buying an additional 565 shares in the last quarter. SP Asset Management LLC increased its position in shares of Energy Transfer by 2.0% during the fourth quarter. SP Asset Management LLC now owns 30,631 shares of the pipeline company’s stock valued at $505,000 after buying an additional 589 shares during the period. Finally, Bogart Wealth LLC lifted its holdings in shares of Energy Transfer by 1.9% in the second quarter. Bogart Wealth LLC now owns 32,788 shares of the pipeline company’s stock worth $594,000 after buying an additional 604 shares in the last quarter. 38.22% of the stock is currently owned by hedge funds and other institutional investors.
Key Headlines Impacting Energy Transfer
Here are the key news stories impacting Energy Transfer this week:
- Positive Sentiment: Company announced a distribution hike and is increasing pipeline spending, supporting income growth and reinforcing the yield story that attracts income-focused investors. Energy Transfer Leans Into Income Growth With Distribution Hike And Pipeline Spend
- Positive Sentiment: New deals expanding pipeline capacity and commercial footprint were reported, which can boost fee‑based cash flow visibility over time and support distribution coverage. Energy Transfer (ET) Expands Pipeline Power with New Deals
- Positive Sentiment: Multiple investor publications included ET in high‑yield/dividend roundups and defensive income lists, reinforcing retail and income‑manager demand. (Example coverage.) 3 Boring but Beautiful Dividend Stocks Perfect for Income-Focused Portfolios
- Positive Sentiment: Analyst commentary and industry pieces continue to highlight ET among pipeline MLPs that are navigating headwinds, lending credibility to its resilience narrative. 3 Oil Pipeline MLP Stocks Shining Despite Industry Headwinds
- Neutral Sentiment: Coverage noting recent analyst shifts suggests evolving estimates and narrative changes; this can boost sentiment if upgrades follow but is mixed until specifics are published. How Recent Analyst Shifts Are Rewriting The Energy Transfer (ET) Investment Story
- Neutral Sentiment: Headline summaries and trending alerts show heightened interest and heavier intraday volume, which can amplify moves but don’t change fundamentals by themselves. Energy Transfer LP (ET) Rises As Market Takes a Dip: Key Facts
- Negative Sentiment: Recent quarterly results showed an EPS and revenue miss vs. consensus and year‑over‑year revenue weakness, a reminder that near‑term fundamentals can pressure the stock if macro or volumes weaken.
- Negative Sentiment: Industry headwinds — notably conservative upstream capital spending — create uncertainty for throughput and fee growth, which could cap upside for pipeline operators including ET. 3 Oil Pipeline MLP Stocks Shining Despite Industry Headwinds
About Energy Transfer
Energy Transfer (NYSE: ET) is a Dallas-based midstream energy company that develops and operates infrastructure for the transportation, storage and processing of hydrocarbons. The company’s operations focus on moving and storing natural gas, natural gas liquids (NGLs), crude oil and refined products through an integrated network of pipelines, terminals, storage facilities and processing plants. Energy Transfer provides core midstream services such as gathering, compression, fractionation, processing, and bulk transportation to support production and downstream supply chains.
Its asset base spans an extensive network across the United States, connecting producing regions, processing centers, petrochemical hubs and coastal and inland markets.
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