Enterprise Products Partners L.P. (NYSE:EPD – Get Free Report) saw unusually large options trading on Wednesday. Stock investors bought 154,161 call options on the stock. This is an increase of approximately 874% compared to the typical volume of 15,820 call options.
Insider Activity at Enterprise Products Partners
In other news, CEO Aj Teague acquired 2,665 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was bought at an average price of $37.55 per share, with a total value of $100,070.75. Following the completion of the acquisition, the chief executive officer directly owned 77,576 shares of the company’s stock, valued at approximately $2,912,978.80. The trade was a 3.56% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 32.60% of the stock is owned by insiders.
Hedge Funds Weigh In On Enterprise Products Partners
A number of hedge funds have recently made changes to their positions in EPD. PMV Capital Advisers LLC bought a new position in shares of Enterprise Products Partners in the fourth quarter worth about $25,000. Palisade Asset Management LLC bought a new position in shares of Enterprise Products Partners in the third quarter worth about $31,000. Abich Financial Wealth Management LLC bought a new position in shares of Enterprise Products Partners in the third quarter worth about $32,000. Texas Capital Bancshares Inc TX bought a new position in shares of Enterprise Products Partners in the third quarter worth about $32,000. Finally, Financial Consulate Inc. bought a new position in shares of Enterprise Products Partners in the third quarter worth about $33,000. Institutional investors own 26.07% of the company’s stock.
Enterprise Products Partners Stock Performance
Enterprise Products Partners (NYSE:EPD – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The oil and gas producer reported $0.68 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.71 by ($0.03). Enterprise Products Partners had a net margin of 11.05% and a return on equity of 19.33%. The company had revenue of $14.39 billion for the quarter, compared to the consensus estimate of $12.72 billion. During the same period in the prior year, the firm posted $0.64 EPS. The business’s revenue for the quarter was down 6.7% on a year-over-year basis. Research analysts anticipate that Enterprise Products Partners will post 2.88 earnings per share for the current fiscal year.
Enterprise Products Partners Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, May 14th. Stockholders of record on Thursday, April 30th will be paid a $0.55 dividend. The ex-dividend date of this dividend is Thursday, April 30th. This represents a $2.20 dividend on an annualized basis and a dividend yield of 5.7%. Enterprise Products Partners’s dividend payout ratio is 81.48%.
Enterprise Products Partners News Roundup
Here are the key news stories impacting Enterprise Products Partners this week:
- Positive Sentiment: Unusually large call buying — traders purchased ~154,161 call options (up ~874% vs. avg), signaling heavy bullish positioning and short-term investor optimism.
- Positive Sentiment: Analyst support: Stifel Nicolaus raised its price target to $42 and kept a “buy” rating, signaling near-term upside from Street analysts. Stifel Nicolaus Raises PT to $42
- Positive Sentiment: Upward earnings estimate — US Capital Advisors slightly boosted FY2027 EPS expectations, and consensus remains above current analyst estimates, supporting forward income expectations.
- Positive Sentiment: Earnings call / operational tone was constructive: company reported strong EBITDA growth and operational highlights that management framed as a robust start to 2026, aiding confidence in cash flow stability. Earnings Call Highlights: Strong Financial…
- Neutral Sentiment: Capital allocation outlook: Enterprise projects 2026 net growth capex of $2.3B–$2.6B and reiterates a $1B discretionary cash flow target — suggests disciplined growth but requires funding that may limit near-term distributable cash. Enterprise projects 2026 net growth capex
- Neutral Sentiment: Relative analysis: Multiple write-ups compare EPD favorably to peers (e.g., AROC) for stable cash flows and inflation-protected contracts, reinforcing EPD’s defensive midstream positioning. EPD vs AROC: Which Midstream Player Is the Better Investment Now?
- Negative Sentiment: Q1 saw an EPS miss ($0.68 vs. $0.71) and year-over-year revenue decline (~6.7%); weaker margins in Crude Oil Pipelines and Petrochemical & Refined Products Services offset stronger volumes, which could pressure near-term distributable cash metrics. Enterprise Products Q1 Earnings Miss Estimates
- Negative Sentiment: Geopolitical risk commentary: CEO warned markets may be underestimating impacts from a prolonged Strait of Hormuz closure — introduces upside price/volume volatility but also execution and supply-risk uncertainty. EPD CEO warns markets underestimate Hormuz closure impact
Wall Street Analyst Weigh In
Several analysts recently commented on the company. Wells Fargo & Company raised Enterprise Products Partners from an “equal weight” rating to an “overweight” rating and lifted their price objective for the stock from $40.00 to $42.00 in a report on Wednesday, March 25th. Jefferies Financial Group lifted their price objective on Enterprise Products Partners from $34.00 to $40.00 and gave the stock a “hold” rating in a report on Tuesday, March 31st. Wolfe Research raised Enterprise Products Partners from a “strong sell” rating to a “hold” rating in a report on Tuesday, April 21st. Truist Financial assumed coverage on Enterprise Products Partners in a report on Tuesday, March 24th. They issued a “hold” rating and a $36.00 price objective for the company. Finally, Scotiabank lifted their price objective on Enterprise Products Partners from $37.00 to $39.00 and gave the stock a “sector perform” rating in a report on Tuesday, March 17th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $38.33.
Read Our Latest Stock Analysis on Enterprise Products Partners
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.
Further Reading
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