Aurora Private Wealth Inc. Invests $3.02 Million in Energy Transfer LP $ET

Key Points

• Aurora Private Wealth opened a new position in Energy Transfer, buying 182,938 shares worth roughly $3.02 million, making ET about 2.0% of its holdings and the firm's 11th largest position.
• Energy Transfer raised its quarterly dividend to $0.3375 (annualized $1.35), yielding 6.8%, but the dividend payout ratio is high at 110.74%, flagging potential sustainability concerns.
• Results were mixed: ET missed quarterly EPS ($0.25 vs. $0.34) while revenue grew ~29.6% year-over-year, and analysts maintain a consensus "Moderate Buy" with a $21.60 target as the stock trades near $19.97.

Aurora Private Wealth Inc. purchased a new position in shares of Energy Transfer LP (NYSE:ET - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 182,938 shares of the pipeline company's stock, valued at approximately $3,017,000. Energy Transfer makes up approximately 2.0% of Aurora Private Wealth Inc.'s holdings, making the stock its 11th biggest holding.

A number of other hedge funds have also made changes to their positions in ET. Brighton Jones LLC grew its position in shares of Energy Transfer by 93.4% during the fourth quarter. Brighton Jones LLC now owns 24,530 shares of the pipeline company's stock worth $481,000 after buying an additional 11,844 shares in the last quarter. AQR Capital Management LLC grew its position in shares of Energy Transfer by 62.8% during the first quarter. AQR Capital Management LLC now owns 21,041 shares of the pipeline company's stock worth $391,000 after buying an additional 8,118 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Energy Transfer by 6.2% during the second quarter. Geode Capital Management LLC now owns 135,395 shares of the pipeline company's stock worth $2,455,000 after buying an additional 7,901 shares in the last quarter. Russell Investments Group Ltd. grew its position in shares of Energy Transfer by 436.5% during the second quarter. Russell Investments Group Ltd. now owns 4,179 shares of the pipeline company's stock worth $76,000 after buying an additional 3,400 shares in the last quarter. Finally, Guggenheim Capital LLC grew its position in shares of Energy Transfer by 5.6% during the second quarter. Guggenheim Capital LLC now owns 50,919 shares of the pipeline company's stock worth $923,000 after buying an additional 2,700 shares in the last quarter. Institutional investors and hedge funds own 38.22% of the company's stock.

Energy Transfer News Roundup

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

• Positive Sentiment: US Capital Advisors raised multiple 2026–2027 EPS estimates for ET, lifting quarterly and full-year forecasts — a direct fundamental upgrade that supports higher earnings expectations and dividend sustainability.
• Positive Sentiment: Analyst/bull commentary predicts further upside for ET (a published piece argues ET could reach $25 in 2026), which can boost investor sentiment and attract momentum buying. Prediction: Energy Transfer Will Hit $25 in 2026
• Positive Sentiment: Energy Transfer appointed Jim S. Holotik to the USA Compression general partner board, strengthening governance ties with a related business and potentially smoothing coordination on compression/operations projects. USA Compression Adds Independent Director to General Partner Board
• Neutral Sentiment: Zacks / Yahoo industry pieces note conservative upstream capex is adding uncertainty for pipeline MLPs, but they list ET among survivors — this suggests resilience but also that growth could be muted until upstream activity recovers. 3 Oil Pipeline MLP Stocks to Gain Despite Industry Challenges
• Neutral Sentiment: Coverage note: a recent analyst update nudged ET’s fair value slightly higher (to ~$22.26) and highlighted mixed target moves — this creates a modest tailwind but keeps some investors cautious about near-term upside. How The Investment Story For Energy Transfer (ET) Is Shifting With New Analyst Signals
• Neutral Sentiment: Quarterly preview coverage is reminding investors to watch Q1 metrics (volumes, fee-based revenue and project execution) that will determine whether upgraded estimates hold. Energy Transfer LP (ET) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
• Negative Sentiment: Macro headwind — Reuters reports a U.S. natural gas glut while Europe/Asia scramble for LNG; domestic oversupply can force lower gas prices and takeaway constraints in some basins, a direct negative for pipeline throughput, volumes and margin recovery. While Asia and Europe scramble for natural gas, the US glut has nowhere to go

Energy Transfer Price Performance

Shares of NYSE ET opened at $19.97 on Friday. Energy Transfer LP has a fifty-two week low of $15.80 and a fifty-two week high of $20.28. The firm's 50-day simple moving average is $18.99 and its 200 day simple moving average is $17.74. The company has a quick ratio of 0.90, a current ratio of 1.22 and a debt-to-equity ratio of 1.50. The stock has a market cap of $68.69 billion, a P/E ratio of 16.50, a P/E/G ratio of 1.09 and a beta of 0.57.

Energy Transfer (NYSE:ET - Get Free Report) last issued its quarterly earnings data on Tuesday, February 17th. The pipeline company reported $0.25 earnings per share for the quarter, missing analysts' consensus estimates of $0.34 by ($0.09). Energy Transfer had a net margin of 5.11% and a return on equity of 10.17%. The company had revenue of $25.32 billion for the quarter, compared to the consensus estimate of $23.56 billion. During the same quarter in the prior year, the firm earned $0.29 earnings per share. Energy Transfer's revenue for the quarter was up 29.6% compared to the same quarter last year. Equities analysts expect that Energy Transfer LP will post 1.52 EPS for the current year.

Energy Transfer Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 20th. Investors of record on Friday, May 8th will be paid a dividend of $0.3375 per share. This is an increase from Energy Transfer's previous quarterly dividend of $0.34. This represents a $1.35 dividend on an annualized basis and a dividend yield of 6.8%. The ex-dividend date is Friday, May 8th. Energy Transfer's dividend payout ratio (DPR) is presently 110.74%.

Analyst Ratings Changes

ET has been the subject of a number of recent analyst reports. Truist Financial assumed coverage on shares of Energy Transfer in a research report on Tuesday, March 24th. They set a "buy" rating and a $23.00 price target for the company. Morgan Stanley lifted their price objective on shares of Energy Transfer from $19.00 to $21.00 and gave the stock an "equal weight" rating in a report on Tuesday, March 10th. UBS Group reaffirmed a "buy" rating on shares of Energy Transfer in a report on Wednesday, January 7th. TD Cowen lifted their price objective on shares of Energy Transfer from $20.00 to $21.00 and gave the stock a "buy" rating in a report on Wednesday, February 18th. Finally, Scotiabank reaffirmed an "outperform" rating on shares of Energy Transfer in a report on Friday, January 16th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, 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.

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