Energy Transfer FY2026 EPS Increased by US Capital Advisors

Key Points

• US Capital Advisors raised Energy Transfer’s FY2026 EPS estimate to $1.67 from $1.39, slightly above the $1.66 consensus forecast.
• Energy Transfer reported quarterly EPS of $0.59, surpassing the $0.38 analyst consensus, while revenue surged 78.4% year over year to $34.33 billion.
• The stock has a “Moderate Buy” consensus rating with an average price target of $24.08, and the company offers a quarterly dividend of $0.34, equivalent to a 6.4% annualized yield.

Energy Transfer LP (NYSE:ET - Free Report) - Research analysts at US Capital Advisors raised their FY2026 earnings per share estimates for shares of Energy Transfer in a research note issued to investors on Thursday, August 20th. US Capital Advisors analyst J. Carreker now anticipates that the pipeline company will post earnings per share of $1.67 for the year, up from their previous estimate of $1.39. The consensus estimate for Energy Transfer's current full-year earnings is $1.66 per share.

Energy Transfer (NYSE:ET - Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The pipeline company reported $0.59 EPS for the quarter, beating analysts' consensus estimates of $0.38 by $0.21. Energy Transfer had a return on equity of 11.55% and a net margin of 4.87%.The firm had revenue of $34.33 billion for the quarter, compared to analyst estimates of $27.71 billion. During the same period in the prior year, the firm posted $0.32 EPS. The company's revenue for the quarter was up 78.4% on a year-over-year basis.

Other equities analysts have also issued reports about the stock. Stifel Nicolaus raised their price target on shares of Energy Transfer from $23.00 to $25.00 and gave the stock a "buy" rating in a research report on Wednesday, May 6th. Zacks Research downgraded shares of Energy Transfer from a "strong-buy" rating to a "hold" rating in a report on Tuesday, August 11th. Truist Financial increased their target price on shares of Energy Transfer from $23.00 to $25.00 and gave the stock a "buy" rating in a research report on Wednesday, August 12th. UBS Group reaffirmed a "buy" rating on shares of Energy Transfer in a report on Tuesday, May 12th. Finally, TD Cowen reiterated a "buy" rating and issued a $25.00 price target (up from $24.00) on shares of Energy Transfer in a research report on Monday, August 10th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $24.08.

Energy Transfer Trading Up 0.0%

Shares of Energy Transfer stock opened at $21.20 on Monday. The firm has a 50-day moving average of $19.98 and a 200-day moving average of $19.43. The stock has a market cap of $73.00 billion, a PE ratio of 14.42, a PEG ratio of 0.74 and a beta of 0.55. Energy Transfer has a 52-week low of $16.18 and a 52-week high of $21.64. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.94 and a current ratio of 1.16.

Institutional Trading of Energy Transfer

Institutional investors and hedge funds have recently made changes to their positions in the company. Morgan Stanley boosted its stake in shares of Energy Transfer by 41.6% in the 4th quarter. Morgan Stanley now owns 86,310,272 shares of the pipeline company's stock valued at $1,423,256,000 after purchasing an additional 25,366,594 shares in the last quarter. Alps Advisors Inc. increased its position in Energy Transfer by 8.0% during the 4th quarter. Alps Advisors Inc. now owns 83,843,087 shares of the pipeline company's stock worth $1,382,573,000 after purchasing an additional 6,192,066 shares in the last quarter. Mizuho Markets Americas LLC acquired a new position in Energy Transfer during the 1st quarter worth approximately $61,760,000. SCS Capital Management LLC lifted its stake in Energy Transfer by 1,859.8% in the 2nd quarter. SCS Capital Management LLC now owns 1,942,908 shares of the pipeline company's stock valued at $37,148,000 after purchasing an additional 1,843,771 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in Energy Transfer by 3.2% in the 3rd 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 last quarter. Institutional investors own 38.22% of the company's stock.

Insider Transactions at Energy Transfer

In related news, Director Kelcy L. Warren purchased 647,968 shares of the company's stock in a transaction that occurred on Wednesday, August 19th. The stock was acquired at an average price of $21.26 per share, with a total value of $13,775,799.68. Following the completion of the purchase, the director directly owned 147,901,879 shares in the company, valued at $3,144,393,947.54. This trade represents a 0.44% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director James Richard Perry acquired 12,359 shares of the business's stock in a transaction that occurred on Friday, August 7th. The shares were purchased at an average cost of $20.23 per share, with a total value of $250,022.57. Following the transaction, the director directly owned 208,046 shares of the company's stock, valued at $4,208,770.58. This trade represents a 6.32% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders purchased 1,012,359 shares of company stock valued at $21,513,543. 3.28% of the stock is owned by insiders.

Energy Transfer Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Investors of record on Friday, August 7th were given a $0.34 dividend. The ex-dividend date was Friday, August 7th. This is an increase from Energy Transfer's previous quarterly dividend of $0.34. This represents a $1.36 dividend on an annualized basis and a dividend yield of 6.4%. Energy Transfer's dividend payout ratio (DPR) is 92.52%.

Energy Transfer News Summary

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

• Positive Sentiment: Co-founder and director Kelcy Warren bought a combined 1 million ET shares on August 18 and 19 for approximately $21.3 million. The purchases, made near the partnership’s 52-week high, increased his ownership to nearly 147.9 million shares and signal confidence in Energy Transfer’s outlook. Energy Transfer Co-Founder’s $15 Million Bet Near a 52-Week High Sends a Bullish Message
• Positive Sentiment: US Capital Advisors raised its EPS forecasts for multiple quarters through 2028, including FY2027 EPS to $1.59 from $1.45 and FY2028 EPS to $1.62 from $1.48. The revisions reinforce expectations for continued earnings growth. Energy Transfer analyst estimates
• Positive Sentiment: Recent coverage highlighted record second-quarter volumes, strong U.S. hydrocarbon export demand and Energy Transfer’s fee-based, contracted infrastructure. These characteristics reduce direct sensitivity to commodity prices and provide visibility for future distributions and growth projects. Energy Transfer: A 6.4% Yield Backed By The AI Power Boom
• Positive Sentiment: Energy Transfer’s second-quarter performance included a 32% increase in partner-attributable distributable cash flow, 49% growth in first-half conventional free cash flow and distribution coverage above 2.2 times. Raised 2026 EBITDA guidance of $18.8 billion-$19.1 billion further supports the income-investment case. Energy Transfer: Strong Buy With A Path To 7% Yield On Cost
• Neutral Sentiment: ET’s recent move to a new one-year high and analyst price-target increases reflect strong momentum, but the stock’s proximity to that high may limit near-term upside and raise valuation sensitivity. Energy Transfer Reaches New 1-Year High After Analyst Upgrade
• Negative Sentiment: Cooler U.S. weather forecasts have pressured natural-gas prices by potentially reducing power demand. Energy Transfer’s fee-based model cushions the impact, but weaker commodity prices could weigh on broader midstream-sector sentiment. Cooler US Weather Forecasts Weigh on Nat-Gas Prices

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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