Keybank National Association OH Lowers Holdings in Energy Transfer LP $ET

Keybank National Association OH decreased its holdings in Energy Transfer LP (NYSE:ET) by 13.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 218,676 shares of the pipeline company’s stock after selling 32,696 shares during the quarter. Keybank National Association OH’s holdings in Energy Transfer were worth $3,606,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Alps Advisors Inc. boosted its stake in shares of Energy Transfer by 4.5% in the third quarter. Alps Advisors Inc. now owns 77,651,021 shares of the pipeline company’s stock valued at $1,332,492,000 after purchasing an additional 3,366,734 shares during the period. Invesco Ltd. boosted its stake in shares of Energy Transfer by 3.2% in the third quarter. Invesco Ltd. now owns 57,862,666 shares of the pipeline company’s stock valued at $992,923,000 after purchasing an additional 1,773,042 shares during the period. Energy Income Partners LLC boosted its stake in shares of Energy Transfer by 1.4% in the third quarter. Energy Income Partners LLC now owns 23,351,183 shares of the pipeline company’s stock valued at $400,706,000 after purchasing an additional 326,653 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Energy Transfer by 2.6% in the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,898,420 shares of the pipeline company’s stock valued at $375,777,000 after purchasing an additional 544,944 shares during the period. Finally, CIBC Bancorp USA Inc. purchased a new position in shares of Energy Transfer in the third quarter valued at approximately $264,309,000. Hedge funds and other institutional investors own 38.22% of the company’s stock.

Energy Transfer Stock Up 2.2%

Shares of NYSE:ET opened at $20.19 on Friday. The firm’s 50 day moving average price is $18.99 and its 200 day moving average price is $17.73. The stock has a market cap of $69.47 billion, a price-to-earnings ratio of 16.69, a price-to-earnings-growth ratio of 1.08 and a beta of 0.62. Energy Transfer LP has a fifty-two week low of $15.80 and a fifty-two week high of $20.20. The company has a quick ratio of 0.90, a current ratio of 1.22 and a debt-to-equity ratio of 1.50.

Energy Transfer (NYSE:ET) last issued its earnings results on Tuesday, February 17th. The pipeline company reported $0.25 earnings per share for the quarter, missing the consensus estimate of $0.34 by ($0.09). The firm had revenue of $25.32 billion during the quarter, compared to analyst estimates of $23.56 billion. Energy Transfer had a net margin of 5.11% and a return on equity of 10.17%. The firm’s revenue was up 29.6% compared to the same quarter last year. During the same period last year, the business earned $0.29 EPS. As a group, equities research analysts predict that Energy Transfer LP will post 1.52 earnings per share for the current fiscal year.

Energy Transfer Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Investors of record on Friday, May 8th will be issued a $0.3375 dividend. This represents a $1.35 annualized dividend and a yield of 6.7%. This is a positive change from Energy Transfer’s previous quarterly dividend of $0.34. The ex-dividend date of this dividend is Friday, May 8th. Energy Transfer’s dividend payout ratio is 111.57%.

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 years for ET — the firm lifted Q1–Q4 2026 quarterly EPS views (Q1 to $0.30, Q2 to $0.31, Q3 to $0.31, Q4 to $0.34) and increased FY2026 to $1.26 (from $1.17) and FY2027/FY2028 outlooks as well. These upgrades signal analyst confidence in stronger cash flow/earnings consistency, which supports the stock’s move higher. US Capital Advisors raises estimates for Energy Transfer
• Positive Sentiment: Energy Transfer appointed Jim S. Holotik to the general partner board of USA Compression (USAC). Adding an independent director with industry experience can strengthen governance and protect ET’s GP-level influence over USAC’s operations and distributions — a constructive development for ET’s strategic assets and partner-related cash flows. USA Compression Adds Independent Director to General Partner Board
• Neutral Sentiment: Pre-earnings coverage highlights Q1 2026 metrics investors should watch beyond headline EPS/revenue — items like fee-based throughput, NGL/processing contributions, and interest/finance costs will drive the market’s reaction at the report. The piece frames expectations and variables that could amplify moves after the release. Energy Transfer LP (ET) Q1 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Jefferies Financial Group reissued a “hold” rating on shares of Energy Transfer in a research note on Wednesday, February 18th. TD Cowen raised their price objective on shares of Energy Transfer from $20.00 to $21.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Wells Fargo & Company raised their price objective on shares of Energy Transfer from $23.00 to $25.00 and gave the company an “overweight” rating in a research note on Friday, March 13th. Scotiabank reaffirmed an “outperform” rating on shares of Energy Transfer in a report on Friday, January 16th. Finally, Morgan Stanley raised their target price on shares of Energy Transfer from $19.00 to $21.00 and gave the company an “equal weight” rating in a report on Tuesday, March 10th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $21.60.

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.