FY2026 EPS Forecast for Energy Transfer Increased by Analyst

Energy Transfer LP (NYSE:ET) – Investment analysts at US Capital Advisors raised their FY2026 earnings per share estimates for shares of Energy Transfer in a research report issued to clients and investors on Thursday, August 20th. US Capital Advisors analyst J. Carreker now anticipates that the pipeline company will post earnings per share of $1.67 for the year, up from their previous forecast of $1.39. The consensus estimate for Energy Transfer’s current full-year earnings is $1.66 per share.

Energy Transfer (NYSE:ET) last announced its quarterly earnings data on Tuesday, August 4th. The pipeline company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.38 by $0.21. Energy Transfer had a return on equity of 11.55% and a net margin of 4.87%.The business had revenue of $34.33 billion during the quarter, compared to analysts’ expectations of $27.71 billion. During the same period in the previous year, the firm earned $0.32 earnings per share. The firm’s quarterly revenue was up 78.4% compared to the same quarter last year.

A number of other brokerages have also recently commented on ET. Scotiabank reaffirmed an “outperform” rating on shares of Energy Transfer in a research note on Tuesday, May 12th. TD Cowen reissued a “buy” rating and set a $25.00 price objective (up from $24.00) on shares of Energy Transfer in a research note on Monday, August 10th. Truist Financial lifted their price objective on shares of Energy Transfer from $23.00 to $25.00 and gave the stock a “buy” rating in a research note on Wednesday, August 12th. Barclays restated an “overweight” rating and set a $24.00 price objective (up from $23.00) on shares of Energy Transfer in a report on Wednesday, August 5th. Finally, Stifel Nicolaus increased their target price on shares of Energy Transfer from $23.00 to $25.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Energy Transfer has a consensus rating of “Moderate Buy” and a consensus target price of $24.08.

Energy Transfer Price Performance

Shares of ET opened at $21.04 on Monday. The company has a current ratio of 1.16, a quick ratio of 0.94 and a debt-to-equity ratio of 1.45. Energy Transfer has a 1 year low of $16.18 and a 1 year high of $21.64. The stock has a market cap of $72.45 billion, a P/E ratio of 14.31, a price-to-earnings-growth ratio of 0.74 and a beta of 0.55. The stock’s 50-day moving average price is $20.06 and its two-hundred day moving average price is $19.47.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Texas Yale Capital Corp. lifted its stake in shares of Energy Transfer by 6.1% during the 4th quarter. Texas Yale Capital Corp. now owns 1,311,965 shares of the pipeline company’s stock worth $21,634,000 after buying an additional 75,700 shares during the last quarter. North Star Investment Management Corp. grew its stake in Energy Transfer by 100.1% in the 4th quarter. North Star Investment Management Corp. now owns 161,523 shares of the pipeline company’s stock valued at $2,664,000 after buying an additional 80,786 shares during the last quarter. Summit Securities Group LLC raised its holdings in Energy Transfer by 179.0% in the 1st quarter. Summit Securities Group LLC now owns 162,100 shares of the pipeline company’s stock valued at $3,129,000 after acquiring an additional 104,000 shares during the period. Mizuho Markets Americas LLC bought a new position in Energy Transfer in the 1st quarter valued at about $61,760,000. Finally, Sanctuary Advisors LLC lifted its position in Energy Transfer by 15.8% during the first quarter. Sanctuary Advisors LLC now owns 1,888,661 shares of the pipeline company’s stock worth $36,451,000 after acquiring an additional 257,954 shares during the last quarter. Institutional investors own 38.22% of the company’s stock.

Insider Transactions at Energy Transfer

In other Energy Transfer news, Director Kelcy L. Warren acquired 647,968 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The stock was acquired at an average cost of $21.26 per share, for a total transaction of $13,775,799.68. Following the transaction, the director owned 147,901,879 shares of the company’s stock, valued at $3,144,393,947.54. This trade represents a 0.44% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director James Richard Perry bought 12,359 shares of the stock in a transaction that occurred on Friday, August 7th. The shares were acquired at an average cost of $20.23 per share, with a total value of $250,022.57. Following the completion of the purchase, the director owned 208,046 shares in the company, valued at $4,208,770.58. This represents a 6.32% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have bought 1,012,359 shares of company stock worth $21,513,543. 3.28% of the stock is currently owned by insiders.

Energy Transfer Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Shareholders of record on Friday, August 7th were issued a $0.34 dividend. This represents a $1.36 annualized dividend and a dividend yield of 6.5%. This is an increase from Energy Transfer’s previous quarterly dividend of $0.34. The ex-dividend date was Friday, August 7th. Energy Transfer’s dividend payout ratio is currently 92.52%.

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.