Energy Transfer (NYSE:ET) Shares Up 1.6% After Dividend Announcement

Shares of Energy Transfer LP (NYSE:ET) shot up 1.6% during mid-day trading on Wednesday after the company announced a dividend. The stock traded as high as $18.25 and last traded at $18.2450. 13,425,433 shares traded hands during trading, a decline of 16% from the average session volume of 15,906,451 shares. The stock had previously closed at $17.95.

The newly announced dividend which will be paid on Thursday, February 19th. Stockholders of record on Friday, February 6th will be given a dividend of $0.335 per share. This is an increase from Energy Transfer’s previous quarterly dividend of $0.33. This represents a $1.34 annualized dividend and a dividend yield of 7.3%. The ex-dividend date of this dividend is Friday, February 6th. Energy Transfer’s payout ratio is currently 106.40%.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. Jefferies Financial Group set a $17.00 price target on shares of Energy Transfer and gave the stock a “hold” rating in a research report on Tuesday, October 28th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Energy Transfer in a research note on Wednesday, December 24th. Barclays reaffirmed an “overweight” rating and issued a $22.00 price objective (down from $25.00) on shares of Energy Transfer in a research note on Monday, January 12th. JPMorgan Chase & Co. reduced their price objective on shares of Energy Transfer from $22.00 to $21.00 and set an “overweight” rating for the company in a research report on Monday, November 24th. Finally, Morgan Stanley cut their price target on Energy Transfer from $21.00 to $19.00 and set an “overweight” rating on the stock in a report on Tuesday, December 2nd. Twelve research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, Energy Transfer has a consensus rating of “Moderate Buy” and a consensus target price of $21.50.

Energy Transfer Stock Performance

The firm has a market cap of $62.64 billion, a P/E ratio of 14.60, a price-to-earnings-growth ratio of 0.94 and a beta of 0.66. The business’s fifty day simple moving average is $16.78 and its 200-day simple moving average is $17.07. The company has a current ratio of 1.41, a quick ratio of 1.14 and a debt-to-equity ratio of 1.50.

Energy Transfer (NYSE:ET) last released its quarterly earnings results on Wednesday, November 5th. The pipeline company reported $0.28 EPS for the quarter, missing analysts’ consensus estimates of $0.34 by ($0.06). Energy Transfer had a net margin of 5.66% and a return on equity of 10.71%. The business had revenue of $19.95 billion for the quarter, compared to the consensus estimate of $21.84 billion. During the same period in the previous year, the company earned $0.32 EPS. The company’s revenue for the quarter was down 3.9% on a year-over-year basis. As a group, sell-side analysts expect that Energy Transfer LP will post 1.46 earnings per share for the current year.

Trending Headlines about Energy Transfer

Here are the key news stories impacting Energy Transfer this week:

• Positive Sentiment: Company raised its quarterly cash distribution to $0.335 per unit (annualized $1.34), a >3% YoY increase and a ~7.4% yield — a clear income catalyst that supports investor demand. BusinessWire: Distribution Increase
• Positive Sentiment: Zacks highlights ET’s consecutive distribution hikes, rising earnings estimates and discounted valuation, framing the stock as a compelling income pick — this analyst tone can attract yield-focused buyers. Zacks: Income Story
• Positive Sentiment: Marketbeat / energy coverage flags Winter Storm Fern as a demand shock that benefits pipeline operators; ET’s large footprint and storage ops position it to capture wider hub spreads and higher throughput margins. Insider purchases by Chairman Kelcy Warren were cited, reinforcing confidence. MarketBeat: Winter Storm Fern
• Positive Sentiment: Seeking Alpha argues “super investors” and insiders accumulating around ~$17 signal conviction; highlights suspension of Lake Charles LNG (frees capital for higher-return domestic projects) and manageable 2026 capex — a bullish operational/strategic take. Seeking Alpha: Super Investors
• Neutral Sentiment: Broker consensus is an average “Moderate Buy,” which provides mild support but not an upgrade-led rally driver. American Banking News: Broker Recommendations
• Neutral Sentiment: TipRanks notes Energy Transfer executed a Tenth Supplemental Indenture for senior notes — primarily an administrative/debt documentation item; monitor for any related debt issuance or covenant changes. TipRanks: Senior Notes Indenture
• Negative Sentiment: Some analysts/notes (Seeking Alpha piece on the “operating angle”) warn there are operational risks and items that “need covering,” suggesting investors should watch execution, throughput stability and any cost pressures that could compress margins. Seeking Alpha: Operational Risks

Insider Transactions at Energy Transfer

In other news, Director Kelcy L. Warren acquired 1,000,000 shares of the business’s 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 transaction, the director directly owned 104,577,803 shares in the company, valued at approximately $1,772,593,760.85. This trade represents a 0.97% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 3.28% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Energy Transfer

Large investors have recently made changes to their positions in the business. Chelsea Counsel Co. grew its holdings in Energy Transfer by 370.3% during the 2nd quarter. Chelsea Counsel Co. now owns 94,050 shares of the pipeline company’s stock valued at $1,705,000 after buying an additional 74,050 shares during the last quarter. Ariston Services Group grew its stake in Energy Transfer by 126.7% in the 2nd quarter. Ariston Services Group now owns 100,683 shares of the pipeline company’s stock worth $1,825,000 after acquiring an additional 56,274 shares during the period. Highland Capital Management LLC acquired a new position in Energy Transfer in the 2nd quarter valued at $930,000. Eagle Global Advisors LLC boosted its holdings in shares of Energy Transfer by 6.0% during the third quarter. Eagle Global Advisors LLC now owns 6,466,059 shares of the pipeline company’s stock worth $110,958,000 after purchasing an additional 363,623 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its position in Energy Transfer by 223.7% during the second quarter. Corient Private Wealth LLC now owns 1,690,771 shares of the pipeline company’s stock worth $30,654,000 after buying an additional 1,168,440 shares during the period. 38.22% of the stock is owned by institutional investors and hedge funds.

Energy Transfer Company Profile

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.