Energy Transfer LP (NYSE:ET) Given Consensus Rating of "Buy" by Analysts

Key Points

• Analysts have an average rating of Buy on Energy Transfer from 15 firms (11 buy, 2 strong buy, 2 hold) with a mean 12‑month price target of $22.00.
• Management raised 2026 adjusted EBITDA guidance to $18.20–$18.60B and increased the common distribution, while declaring a quarterly dividend of $0.3375 (annualized $1.35), implying a 6.8% yield.
• Q1 results showed revenue beat expectations (up 32% year‑over‑year to $27.77B) but an EPS miss ($0.35 vs. $0.40) and margin pressure, which may temper near‑term profitability outlooks.

Shares of Energy Transfer LP (NYSE:ET - Get Free Report) have been assigned an average rating of "Buy" from the fifteen research firms that are covering the company, MarketBeat Ratings reports. Two investment analysts have rated the stock with a hold recommendation, eleven have given a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $22.00.

Several equities analysts have recently commented on the company. Stifel Nicolaus increased their target price on Energy Transfer from $23.00 to $25.00 and gave the company a "buy" rating in a research note on Wednesday. TD Cowen lifted their price target on shares of Energy Transfer from $20.00 to $21.00 and gave the stock a "buy" rating in a research note on Wednesday, February 18th. Morgan Stanley upped their price target 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. Jefferies Financial Group reissued a "hold" rating on shares of Energy Transfer in a report on Wednesday. Finally, Truist Financial assumed coverage on shares of Energy Transfer in a research report on Tuesday, March 24th. They issued a "buy" rating and a $23.00 target price for the company.

Key Stories Impacting Energy Transfer

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

• Positive Sentiment: Company raised 2026 adjusted EBITDA guidance to $18.20–$18.60B, increased its common distribution and reported record volumes — management cited growth projects and expansions feeding near‑term cash flow, supporting the dividend and valuation. Energy Transfer (ET) Is Up 5.0% After Raising 2026 EBITDA Guidance And Distributions
• Positive Sentiment: Stifel Nicolaus raised its price target from $23 to $25 and initiated/maintained a buy view, giving the stock meaningful upside versus recent levels and likely helping near‑term flows. Benzinga
• Positive Sentiment: Coverage noting Jim Cramer’s mid‑2025 endorsement of ET is looking vindicated, which can attract retail/income investors chasing yield and momentum. 9 Months Later: Did Jim Cramer’s Top Dividend Pick for Retirees Deliver?
• Neutral Sentiment: Analyst pieces highlight ET’s strategic positioning to supply large incremental power demand from AI/data centers — a structural demand tailwind but one that will require capital and time to fully monetize. Energy Transfer Q1 Earnings: Positioned For AI Power Boom
• Neutral Sentiment: Deeper Seeking Alpha analysis notes margin compression and risks even as ET’s asset “moat” remains intact — useful context for longer‑term investors but mixed for near‑term price action. Energy Transfer: AI Needs Terawatts, Not Just Chips
• Neutral Sentiment: Sector news — other energy/infra names (Ormat beat, Occidental results, Ares buying Rover stake) are moving capital within the midstream/infra group; these are background factors that may shift flows but don’t directly change ET’s fundamentals. Ormat Technologies Q1 Earnings and Revenues Beat Estimates Ares Management Acquires Stake in Rover Pipeline Occidental Tops Q1 Earnings Estimates
• Negative Sentiment: Q1 EPS missed consensus ($0.35 vs. $0.40) and margins showed pressure; while revenue was strong, the EPS miss and margin trends are reasons for some investor caution on near‑term profitability.

Energy Transfer Stock Up 0.2%

Shares of ET opened at $19.92 on Friday. Energy Transfer has a fifty-two week low of $16.18 and a fifty-two week high of $20.67. The company's fifty day moving average is $19.06 and its two-hundred day moving average is $17.82. The firm has a market cap of $68.51 billion, a PE ratio of 16.60, a price-to-earnings-growth ratio of 1.08 and a beta of 0.57. 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 - Get Free Report) last posted its earnings results on Tuesday, May 5th. The pipeline company reported $0.35 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.40 by ($0.05). Energy Transfer had a return on equity of 9.95% and a net margin of 4.66%.The business had revenue of $27.77 billion for the quarter, compared to analyst estimates of $25.78 billion. During the same period last year, the company posted $0.36 EPS. The firm's revenue for the quarter was up 32.1% compared to the same quarter last year. Analysts forecast that Energy Transfer will post 1.52 earnings per share for the current year.

Energy Transfer Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Shareholders of record on Friday, May 8th will be issued a dividend of $0.3375 per share. This represents a $1.35 dividend on an annualized basis and a dividend yield of 6.8%. 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 currently 111.67%.

Institutional Investors Weigh In On Energy Transfer

Several large investors have recently added to or reduced their stakes in ET. Basepoint Wealth LLC bought a new position in shares of Energy Transfer in the fourth quarter valued at approximately $25,000. Gables Capital Management Inc. boosted its stake in Energy Transfer by 60.0% during the 4th quarter. Gables Capital Management Inc. now owns 1,600 shares of the pipeline company's stock valued at $26,000 after purchasing an additional 600 shares in the last quarter. Sarver Vrooman Wealth Advisors bought a new position in Energy Transfer during the 4th quarter valued at $32,000. Financial Life Planners acquired a new position in shares of Energy Transfer during the 3rd quarter valued at $34,000. Finally, Navalign LLC acquired a new position in shares of Energy Transfer during the 4th quarter valued at $37,000. 38.22% of the stock is owned by institutional investors and hedge funds.

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.

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