FY2027 EPS Estimate for Energy Transfer Lifted by Analyst

Energy Transfer LP (NYSE:ET) – Research analysts at US Capital Advisors lifted their FY2027 EPS estimates for shares of Energy Transfer in a note issued to investors on Monday, February 2nd. US Capital Advisors analyst J. Carreker now anticipates that the pipeline company will earn $1.43 per share for the year, up from their previous forecast of $1.25. The consensus estimate for Energy Transfer’s current full-year earnings is $1.46 per share.

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

ET has been the subject of a number of other research reports. UBS Group reaffirmed a “buy” rating on shares of Energy Transfer in a research report on Wednesday, January 7th. JPMorgan Chase & Co. reduced their target price on Energy Transfer from $22.00 to $21.00 and set an “overweight” rating on the stock in a research note on Monday, November 24th. Weiss Ratings restated a “buy (b-)” rating on shares of Energy Transfer in a report on Wednesday, December 24th. Barclays reaffirmed an “overweight” rating and issued a $22.00 price target (down previously from $25.00) on shares of Energy Transfer in a research note on Monday, January 12th. Finally, Morgan Stanley reduced their price objective on shares of Energy Transfer from $21.00 to $19.00 and set an “overweight” rating on the stock in a research report on Tuesday, December 2nd. Twelve analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $21.50.

Energy Transfer Stock Performance

Energy Transfer stock opened at $18.39 on Thursday. The company has a current ratio of 1.41, a quick ratio of 1.14 and a debt-to-equity ratio of 1.50. The firm has a market cap of $63.14 billion, a P/E ratio of 14.71, a P/E/G ratio of 0.95 and a beta of 0.66. Energy Transfer has a 1-year low of $14.60 and a 1-year high of $21.07. The firm has a 50-day moving average of $17.00 and a 200-day moving average of $17.10.

Energy Transfer Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Friday, February 6th will be issued a dividend of $0.335 per share. This is a boost from Energy Transfer’s previous quarterly dividend of $0.33. The ex-dividend date is Friday, February 6th. This represents a $1.34 dividend on an annualized basis and a dividend yield of 7.3%. Energy Transfer’s dividend payout ratio (DPR) is presently 106.40%.

Insider Activity 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 shares were purchased at an average cost of $16.95 per share, with a total value of $16,950,000.00. Following the transaction, the director directly owned 104,577,803 shares of the company’s stock, valued at $1,772,593,760.85. This represents a 0.97% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 3.28% of the company’s stock.

Institutional Investors Weigh In On Energy Transfer

Several hedge funds have recently bought and sold shares of ET. Ariston Services Group boosted its stake in shares of Energy Transfer by 126.7% during 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 last quarter. Lee Financial Co raised its holdings in Energy Transfer by 359.7% in the 3rd quarter. Lee Financial Co now owns 193,817 shares of the pipeline company’s stock worth $3,326,000 after purchasing an additional 151,657 shares during the period. Eagle Global Advisors LLC lifted its position in 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 valued at $110,958,000 after purchasing an additional 363,623 shares in the last quarter. 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 valued at $30,654,000 after purchasing an additional 1,168,440 shares in the last quarter. Finally, Jump Financial LLC grew its holdings in Energy Transfer by 2,687.9% during the second quarter. Jump Financial LLC now owns 1,791,358 shares of the pipeline company’s stock valued at $32,477,000 after purchasing an additional 1,727,104 shares during the period. Institutional investors own 38.22% of the company’s stock.

Trending Headlines about Energy Transfer

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

• Positive Sentiment: US Capital Advisors raised EPS forecasts across multiple quarters and lifted FY2026 and FY2025 estimates, signaling improved analyst expectations for ET’s earnings power and supporting valuation. (Upgrades include Q1–Q4 2026 and FY2026/FY2025 increases.)
• Positive Sentiment: Company growth activity: reporting of new pipeline deals and capacity expansions that should bolster fee-based revenue and distribution coverage over time. Energy Transfer (ET) Expands Pipeline Power with New Deals
• Positive Sentiment: Income focus: coverage highlights a distribution increase and planned pipeline spending which support the company’s yield story and may attract income-oriented investors. Energy Transfer Leans Into Income Growth With Distribution Hike And Pipeline Spend
• Neutral Sentiment: Industry context — analysts note ET is one of the pipeline MLPs holding up despite upstream capital-spend headwinds; that supports relative defensive positioning but industry uncertainty remains. 3 Oil Pipeline MLP Stocks Shining Despite Industry Headwinds
• Neutral Sentiment: Analyst/press narrative is shifting — several articles reframe ET as an attractive high-yield, steady-distribution name, which may support demand from income investors but doesn’t eliminate macro/energy-cycle risk. How Recent Analyst Shifts Are Rewriting The Energy Transfer (ET) Investment Story
• Negative Sentiment: Fundamental drag: Energy Transfer’s most recent quarterly report showed an EPS and revenue miss (quarterly EPS and revenue came in below consensus), leaving some execution questions that can cap multiple expansion until growth and margins reaccelerate.

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.