HORAN Wealth LLC Invests $602,000 in Energy Transfer LP $ET

HORAN Wealth LLC bought a new stake in shares of Energy Transfer LP (NYSE:ET) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 35,097 shares of the pipeline company’s stock, valued at approximately $602,000.

Several other institutional investors also recently added to or reduced their stakes in ET. CNB Bank boosted its position in Energy Transfer by 111.1% in the 2nd quarter. CNB Bank now owns 1,900 shares of the pipeline company’s stock valued at $34,000 after buying an additional 1,000 shares during the period. HHM Wealth Advisors LLC increased its position in shares of Energy Transfer by 54.4% during the second quarter. HHM Wealth Advisors LLC now owns 2,270 shares of the pipeline company’s stock worth $41,000 after acquiring an additional 800 shares during the period. Core Alternative Capital bought a new stake in shares of Energy Transfer during the third quarter valued at approximately $46,000. FSC Wealth Advisors LLC purchased a new stake in shares of Energy Transfer in the second quarter valued at approximately $50,000. Finally, Golden State Wealth Management LLC boosted its holdings in shares of Energy Transfer by 38.9% in the third quarter. Golden State Wealth Management LLC now owns 2,918 shares of the pipeline company’s stock valued at $50,000 after purchasing an additional 817 shares during the period. Hedge funds and other institutional investors own 38.22% of the company’s stock.

Insiders Place Their Bets

In other Energy Transfer news, Director Kelcy L. Warren bought 1,000,000 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The shares were purchased at an average cost of $16.95 per share, for a total transaction of $16,950,000.00. Following the purchase, the director directly owned 104,577,803 shares in the company, 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 SEC, which can be accessed through this hyperlink. 3.28% of the stock is currently owned by company insiders.

Energy Transfer Price Performance

Shares of ET stock opened at $18.20 on Friday. The stock’s 50-day moving average is $17.03 and its 200 day moving average is $17.11. Energy Transfer LP has a 1-year low of $14.60 and a 1-year high of $20.90. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.41 and a quick ratio of 1.14. The company has a market cap of $62.48 billion, a P/E ratio of 14.56, a PEG ratio of 0.95 and a beta of 0.66.

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 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 for the quarter, compared to analysts’ expectations of $21.84 billion. During the same period in the previous year, the company posted $0.32 earnings per share. The business’s quarterly revenue was down 3.9% compared to the same quarter last year. Research analysts predict that Energy Transfer LP will post 1.46 earnings per share for the current fiscal year.

Energy Transfer Increases Dividend

The firm also recently declared a quarterly 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. The ex-dividend date of this dividend is Friday, February 6th. This is a boost from Energy Transfer’s previous quarterly dividend of $0.33. This represents a $1.34 dividend on an annualized basis and a dividend yield of 7.4%. Energy Transfer’s payout ratio is currently 106.40%.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. Jefferies Financial Group set a $17.00 price objective on Energy Transfer and gave the stock a “hold” rating in a report on Tuesday, October 28th. Royal Bank Of Canada upgraded Energy Transfer to a “moderate buy” rating in a research note on Monday, December 15th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Energy Transfer in a research note on Wednesday, December 24th. UBS Group reiterated a “buy” rating on shares of Energy Transfer in a report on Wednesday, January 7th. Finally, Scotiabank restated an “outperform” rating on shares of Energy Transfer in a report on Friday, January 16th. Twelve equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, Energy Transfer currently has a consensus rating of “Moderate Buy” and a consensus target price of $21.50.

Key Stories Impacting Energy Transfer

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

• Positive Sentiment: Unusually large call-option buying — Investors purchased ~1,035,701 call options on ET on Thursday, a ~2,076% jump versus the average daily call volume (47,587). Heavy call buying often signals bullish speculation or positioning ahead of catalysts (earnings, distribution/news) and can drive near-term upside pressure on the shares.
• Positive Sentiment: Consensus-upside from US Capital Advisors — Analyst J. Carreker raised multiple quarterly and annual EPS forecasts across FY2025–FY2027 (examples: FY2026 to $1.34 from $1.21; FY2027 to $1.43 from $1.25; several quarterly raises to mid-$0.30s). These raise the firm’s outlook closer to consensus ($1.46), signaling improving fundamentals or margin expectations that could support the stock over the next several quarters.
• Neutral Sentiment: Valuation and growth analysis after distribution hike — Recent coverage examines ET’s valuation following a distribution increase and a multi‑billion dollar growth plan; this frames upside drivers but also focuses attention on capital deployment and returns, which may lead to mixed investor reactions depending on execution risk. Assessing Energy Transfer (ET) Valuation After Its Latest Distribution Hike And Multi Billion Dollar Growth Plan
• Negative Sentiment: Relative underperformance vs. peers — Coverage notes ET underperformed competitors on a recent trading day despite daily gains, which can pressure sentiment if investors prefer peer exposure or view ET as lagging operationally or on guidance. Energy Transfer LP stock underperforms Tuesday when compared to competitors despite daily gains

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.