Wilson Asset Management International PTY Ltd. Invests $3.65 Million in Energy Transfer LP $ET

Key Points

• Wilson Asset Management International opened a new position in Energy Transfer, acquiring 221,371 shares worth about $3.65 million in Q4, signaling fresh institutional interest.
• Energy Transfer reported Q1 revenue of $27.77 billion (up ~32% YoY) that beat estimates and raised 2026 adjusted‑EBITDA guidance to $18.2–$18.6 billion, but missed EPS expectations at $0.35 versus $0.40 and flagged compressed distributable cash.
• The company raised its quarterly dividend to $0.3375 (annualized $1.35) for a ~6.6% yield, though the payout ratio stands above 110%, suggesting potential coverage risk.

Wilson Asset Management International PTY Ltd. acquired a new position in shares of Energy Transfer LP (NYSE:ET - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 221,371 shares of the pipeline company's stock, valued at approximately $3,650,000.

Other institutional investors also recently modified their holdings of the company. Alps Advisors Inc. boosted its position in shares of Energy Transfer by 4.5% during the 3rd quarter. Alps Advisors Inc. now owns 77,651,021 shares of the pipeline company's stock valued at $1,332,492,000 after acquiring an additional 3,366,734 shares in the last quarter. Invesco Ltd. boosted its position in shares of Energy Transfer by 3.2% during the 3rd quarter. Invesco Ltd. now owns 57,862,666 shares of the pipeline company's stock valued at $992,923,000 after acquiring an additional 1,773,042 shares in the last quarter. Energy Income Partners LLC boosted its position in shares of Energy Transfer by 1.4% during the 3rd quarter. Energy Income Partners LLC now owns 23,351,183 shares of the pipeline company's stock valued at $400,706,000 after acquiring an additional 326,653 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Energy Transfer by 2.6% during the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,898,420 shares of the pipeline company's stock valued at $375,777,000 after acquiring an additional 544,944 shares in the last quarter. Finally, CIBC Bancorp USA Inc. acquired a new stake in Energy Transfer in the 3rd quarter valued at $264,309,000. Institutional investors and hedge funds own 38.22% of the company's stock.

Energy Transfer Price Performance

NYSE:ET opened at $20.38 on Wednesday. The firm has a market cap of $70.13 billion, a PE ratio of 16.85, a price-to-earnings-growth ratio of 1.09 and a beta of 0.57. Energy Transfer LP has a 12 month low of $15.80 and a 12 month high of $20.67. 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 company's 50-day moving average price is $19.02 and its two-hundred day moving average price is $17.78.

Energy Transfer (NYSE:ET - Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The pipeline company reported $0.35 EPS for the quarter, missing analysts' consensus estimates of $0.40 by ($0.05). The business had revenue of $27.77 billion during the quarter, compared to analyst estimates of $25.58 billion. Energy Transfer had a return on equity of 10.17% and a net margin of 5.11%.Energy Transfer's revenue for the quarter was up 32.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.36 EPS. On average, equities analysts anticipate that Energy Transfer LP will post 1.52 EPS for the current fiscal year.

Energy Transfer Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 20th. Shareholders of record on Friday, May 8th will be paid a $0.3375 dividend. 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 yield of 6.6%. The ex-dividend date of this dividend is Friday, May 8th. Energy Transfer's payout ratio is presently 110.74%.

Analyst Upgrades and Downgrades

Several brokerages recently commented on ET. TD Cowen boosted their price target on Energy Transfer from $20.00 to $21.00 and gave the company a "buy" rating in a research note on Wednesday, February 18th. Morgan Stanley boosted their price target on Energy Transfer from $19.00 to $21.00 and gave the company an "equal weight" rating in a research note on Tuesday, March 10th. Truist Financial began coverage on Energy Transfer in a research note on Tuesday, March 24th. They issued a "buy" rating and a $23.00 price target on the stock. Wells Fargo & Company boosted their price target on Energy Transfer from $23.00 to $25.00 and gave the company an "overweight" rating in a research note on Friday, March 13th. Finally, Scotiabank reaffirmed an "outperform" rating on shares of Energy Transfer in a research note on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $21.60.

Key Energy Transfer News

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

• Positive Sentiment: Company raised 2026 adjusted‑EBITDA guidance to $18.2–$18.6 billion and reported revenue up ~32% YoY to $27.77B, beating consensus revenue — supportive for forward cash‑flow expectations and valuation. Energy Transfer Q1 Earnings Lag Estimates, Revenues Increase Y/Y
• Positive Sentiment: Firm reported record volumes and revenue beat that traders are interpreting as operational strength, helping shares test resistance levels. Energy Transfer Stock Tests Resistance After Revenue Beat, Record Volumes
• Positive Sentiment: Unusually large options flow: ~102,786 call contracts traded (≈+93% vs. average), indicating short‑term bullish positioning that can amplify upside momentum.
• Neutral Sentiment: Management highlighted ~ $1.5B of organic growth capex in Q1 focused on intrastate, NGL/refined products and interstate segments — signals continued investment in growth but with near‑term cash demands. Energy Transfer LP Common Units (ET) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Reported EPS of $0.35 missed the $0.40 consensus — a near‑term negative for earnings expectations and analyst sentiment. Energy Transfer Reports First Quarter 2026 Results and Updates 2026 Financial Guidance
• Negative Sentiment: Transcript notes show a substantial year‑over‑year compression in DCF attributable to partners (Q1 DCF cited at ~$2.7B vs a much larger prior period figure), which raises questions about distributable cash and coverage despite higher EBITDA guidance. Energy Transfer (ET) Q1 2026 Earnings Transcript

Energy Transfer Company Profile

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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