Enterprise Products Partners (NYSE:EPD) Trading 1.6% Higher on Better-Than-Expected Earnings

Enterprise Products Partners L.P. (NYSE:EPD) shares rose 1.6% during trading on Wednesday following a stronger than expected earnings report. The company traded as high as $35.35 and last traded at $35.18. Approximately 10,179,891 shares traded hands during trading, an increase of 98% from the average daily volume of 5,151,387 shares. The stock had previously closed at $34.63.

The oil and gas producer reported $0.75 EPS for the quarter, beating the consensus estimate of $0.69 by $0.06. The company had revenue of $13.79 billion during the quarter, compared to the consensus estimate of $12.44 billion. Enterprise Products Partners had a return on equity of 19.40% and a net margin of 10.92%.The firm’s revenue for the quarter was down 2.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.74 EPS.

Enterprise Products Partners Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be paid a dividend of $0.55 per share. The ex-dividend date is Friday, January 30th. This represents a $2.20 annualized dividend and a dividend yield of 6.3%. This is a boost from Enterprise Products Partners’s previous quarterly dividend of $0.55. Enterprise Products Partners’s dividend payout ratio (DPR) is presently 83.02%.

Enterprise Products Partners declared that its board has approved a share repurchase program on Thursday, October 30th that allows the company to buyback $5.00 billion in shares. This buyback authorization allows the oil and gas producer to reacquire up to 7.4% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board believes its stock is undervalued.

Enterprise Products Partners News Roundup

Here are the key news stories impacting Enterprise Products Partners this week:

• Positive Sentiment: Earnings beat & strong volumes — EPD reported Q4 EPS of $0.75 vs. the $0.69 consensus and revenue of $13.79B vs. $12.44B, with record pipeline throughput and higher gas pipeline volumes cited by management. These top-line and throughput beats are the primary driver of the stock’s upside today. Zacks: Enterprise Q4 Earnings Beat
• Positive Sentiment: Investor interest in buybacks and distribution income — coverage highlights yield appeal (6.6% yield in some write-ups) and notes investor focus on buyback plans discussed around earnings, supporting demand from income-focused holders. Yahoo: Enterprise Reports Q4
• Positive Sentiment: Buy/recommendation coverage praising yield — retail/income-oriented outlets are promoting EPD as a high-yield, blue-chip pipeline MLP to buy, which can attract dividend-seeking flows. Seeking Alpha: Snatch Up This 6.6%-Yielding Blue Chip
• Neutral Sentiment: Analyst price-target move with cautious tone — TD Cowen nudged its target from $33 to $34 but keeps a “hold” rating (target still below current market levels), a mixed signal that tempers some upside. The Fly: TD Cowen price-target
• Neutral Sentiment: Mixed/nominal analyst estimate tweaks — US Capital Advisors issued small upward and downward tweaks to quarterly and fiscal estimates (minor adjustments to Q4/FY2025–FY2026 EPS), which are unlikely to meaningfully change consensus but are worth watching. MarketBeat: Earnings recap & analyst notes
• Negative Sentiment: Small downward revision to FY2026 outlook — US Capital Advisors trimmed its FY2026 EPS forecast modestly (from $2.92 to $2.88), a sign that some analysts see limited near-term earnings upside despite the beat, which could cap multiple expansion. MarketBeat: Analyst estimate changes

Wall Street Analysts Forecast Growth

EPD has been the topic of several research reports. Raymond James Financial downgraded shares of Enterprise Products Partners from a “strong-buy” rating to an “outperform” rating and set a $36.00 price objective on the stock. in a report on Monday, January 5th. Morgan Stanley lowered shares of Enterprise Products Partners from an “equal weight” rating to an “underweight” rating and set a $34.00 price target on the stock. in a research note on Thursday, December 18th. UBS Group restated a “buy” rating on shares of Enterprise Products Partners in a research report on Tuesday, December 16th. JPMorgan Chase & Co. reiterated a “neutral” rating and set a $35.00 target price on shares of Enterprise Products Partners in a research note on Monday, December 1st. Finally, Stifel Nicolaus boosted their price target on Enterprise Products Partners from $35.00 to $38.00 and gave the company a “buy” rating in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Enterprise Products Partners has an average rating of “Moderate Buy” and an average target price of $35.62.

Insider Buying and Selling at Enterprise Products Partners

In related news, Director John R. Rutherford bought 15,000 shares of Enterprise Products Partners stock in a transaction dated Monday, December 29th. The shares were bought at an average cost of $32.09 per share, with a total value of $481,350.00. Following the acquisition, the director owned 173,586 shares in the company, valued at $5,570,374.74. This trade represents a 9.46% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Insiders own 32.60% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. PMV Capital Advisers LLC acquired a new position in Enterprise Products Partners during the 4th quarter worth approximately $25,000. Winnow Wealth LLC bought a new stake in shares of Enterprise Products Partners during the second quarter worth $28,000. Traub Capital Management LLC acquired a new position in shares of Enterprise Products Partners during the second quarter worth $31,000. Palisade Asset Management LLC bought a new position in shares of Enterprise Products Partners in the 3rd quarter valued at $31,000. Finally, Abich Financial Wealth Management LLC acquired a new stake in shares of Enterprise Products Partners during the 3rd quarter valued at $32,000. Institutional investors own 26.07% of the company’s stock.

Enterprise Products Partners Trading Up 1.6%

The company has a debt-to-equity ratio of 1.04, a quick ratio of 0.60 and a current ratio of 0.88. The firm has a market cap of $76.11 billion, a price-to-earnings ratio of 13.28, a PEG ratio of 2.32 and a beta of 0.60. The business has a fifty day simple moving average of $32.46 and a 200-day simple moving average of $31.79.

About Enterprise Products Partners

Enterprise Products Partners L.P. (NYSE: EPD) is a Houston-based master limited partnership that provides midstream energy services across North America. The company owns and operates an extensive network of pipelines, storage facilities, processing plants and export terminals that transport and handle natural gas, natural gas liquids (NGLs), crude oil and refined and petrochemical products. Its core activities include gathering and transportation, fractionation of NGLs, natural gas processing, crude oil and condensate pipelines, and marine and terminal services that enable domestic distribution and exports.

Enterprise serves a diverse set of customers including producers, refiners, petrochemical companies, marketers and end users.