Enterprise Products Partners (NYSE:EPD) Trading Down 1.5% – Should You Sell?

Enterprise Products Partners L.P. (NYSE:EPD)’s stock price dropped 1.5% on Thursday . The stock traded as low as $37.95 and last traded at $38.0880. Approximately 6,152,018 shares traded hands during trading, an increase of 47% from the average session volume of 4,177,333 shares. The stock had previously closed at $38.67.

Key Enterprise Products Partners News

Here are the key news stories impacting Enterprise Products Partners this week:

• Positive Sentiment: Record quarterly results: EPD reported $0.84 in earnings per diluted common unit, exceeding the $0.75 consensus estimate, while revenue rose 60.8% year over year to $18.27 billion versus expectations of $13.69 billion. Net income attributable to common unitholders increased 28% to $1.84 billion. Enterprise Reports Second Quarter 2026 Earnings
• Positive Sentiment: Strong operating momentum: Equivalent pipeline volumes increased 8% to 14.7 million barrels per day, while marine terminal volumes climbed 33% to 2.8 million barrels per day. Adjusted EBITDA reached a record $2.8 billion, and operational distributable cash flow of $2.31 billion provided 1.9x coverage of distributions. Enterprise Products Partners Q2 Net Income Climbs
• Positive Sentiment: Growth and income support: The partnership declared a $0.56-per-unit distribution and announced plans for a 150,000-barrel-per-day NGL fractionator at Mont Belvieu and two 300 MMcf-per-day Permian Basin gas-processing plants. Analysts also anticipated higher throughput across several business lines, reinforcing the growth outlook. How Rising Volume and Earnings Forecasts Will Impact Enterprise Products Partners Investors
• Neutral Sentiment: Expectations were already favorable: Pre-report forecasts called for approximately $0.74 in quarterly earnings and $13.60 billion in revenue. The results beat those estimates, but the stock’s reaction indicates that the strong performance may have been substantially anticipated by the market.
• Negative Sentiment: Some forward estimates softened: US Capital Advisors raised its second-quarter EPS estimate before the release but subsequently lowered its fourth-quarter 2027 forecast to $0.84 from $0.86. That modest reduction may temper enthusiasm about longer-term earnings growth. Enterprise Products Partners analyst estimates

Wall Street Analyst Weigh In

A number of analysts recently issued reports on EPD shares. Morgan Stanley set a $40.00 target price on Enterprise Products Partners and gave the stock an “underweight” rating in a research note on Tuesday, July 21st. Citigroup reaffirmed a “buy” rating and issued a $44.00 price target (up from $39.00) on shares of Enterprise Products Partners in a research note on Friday, May 1st. Wall Street Zen cut shares of Enterprise Products Partners from a “buy” rating to a “hold” rating in a report on Sunday, July 12th. UBS Group reissued a “buy” rating and set a $45.00 price objective on shares of Enterprise Products Partners in a research report on Wednesday, June 17th. Finally, Scotiabank restated a “sector perform” rating and set a $40.00 price objective (up from $39.00) on shares of Enterprise Products Partners in a report on Tuesday, May 12th. Eight equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $39.93.

Enterprise Products Partners Stock Performance

The stock has a fifty day moving average of $37.61 and a 200-day moving average of $36.92. The firm has a market capitalization of $82.34 billion, a P/E ratio of 14.11, a P/E/G ratio of 1.40 and a beta of 0.49. The company has a quick ratio of 0.61, a current ratio of 0.91 and a debt-to-equity ratio of 1.03.

Enterprise Products Partners (NYSE:EPD) last released its quarterly earnings results on Wednesday, July 29th. The oil and gas producer reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.75 by $0.09. The firm had revenue of $18.27 billion during the quarter, compared to the consensus estimate of $13.69 billion. Enterprise Products Partners had a return on equity of 19.53% and a net margin of 11.45%.The business’s revenue was up 60.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.66 EPS. On average, research analysts anticipate that Enterprise Products Partners L.P. will post 2.93 EPS for the current year.

Enterprise Products Partners Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Friday, July 31st will be given a $0.56 dividend. This is a boost from Enterprise Products Partners’s previous quarterly dividend of $0.55. This represents a $2.24 dividend on an annualized basis and a dividend yield of 5.9%. The ex-dividend date of this dividend is Friday, July 31st. Enterprise Products Partners’s payout ratio is presently 81.48%.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the business. Miller Howard Investments Inc. NY boosted its stake in shares of Enterprise Products Partners by 1.0% during the 4th quarter. Miller Howard Investments Inc. NY now owns 3,112,119 shares of the oil and gas producer’s stock worth $99,775,000 after buying an additional 31,733 shares during the last quarter. Royal Palms Capital LLC acquired a new stake in shares of Enterprise Products Partners in the fourth quarter valued at about $1,830,000. Oxbow Advisors LLC raised its holdings in Enterprise Products Partners by 3.0% during the fourth quarter. Oxbow Advisors LLC now owns 1,329,085 shares of the oil and gas producer’s stock worth $42,610,000 after acquiring an additional 39,052 shares in the last quarter. Texas Yale Capital Corp. raised its holdings in Enterprise Products Partners by 4.9% during the fourth quarter. Texas Yale Capital Corp. now owns 1,905,939 shares of the oil and gas producer’s stock worth $61,104,000 after acquiring an additional 88,475 shares in the last quarter. Finally, Thrivent Financial for Lutherans grew its stake in Enterprise Products Partners by 7.8% in the fourth quarter. Thrivent Financial for Lutherans now owns 4,510,036 shares of the oil and gas producer’s stock valued at $144,592,000 after purchasing an additional 327,807 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.

Enterprise Products Partners Company Profile

Enterprise Products Partners L.P. (NYSE: EPD) is a Houston-based master limited partnership that provides midstream energy services across North America. The company owns and operates an extensive network of pipelines, storage facilities, processing plants and export terminals that transport and handle natural gas, natural gas liquids (NGLs), crude oil and refined and petrochemical products. Its core activities include gathering and transportation, fractionation of NGLs, natural gas processing, crude oil and condensate pipelines, and marine and terminal services that enable domestic distribution and exports.

Enterprise serves a diverse set of customers including producers, refiners, petrochemical companies, marketers and end users.