US Capital Advisors Issues Positive Outlook for EPD Earnings

Key Points

• US Capital Advisors has revised its Q3 2025 EPS estimate for Enterprise Products Partners to $0.70 from an earlier forecast of $0.68, with the full-year estimate at $2.90 per share.
• The company declared an increased quarterly dividend of $0.545, reflecting a boost from the previous $0.54, giving it a yield of 6.95%.
• Analysts maintain a consensus rating of "Moderate Buy" for the stock, with an average price target of $36.25, amidst varied target adjustments from different financial institutions.

Enterprise Products Partners L.P. (NYSE:EPD - Free Report) - Equities research analysts at US Capital Advisors lifted their Q3 2025 earnings estimates for shares of Enterprise Products Partners in a report released on Monday, July 28th. US Capital Advisors analyst J. Carreker now anticipates that the oil and gas producer will post earnings per share of $0.70 for the quarter, up from their prior estimate of $0.68. The consensus estimate for Enterprise Products Partners' current full-year earnings is $2.90 per share. US Capital Advisors also issued estimates for Enterprise Products Partners' Q4 2025 earnings at $0.75 EPS, FY2025 earnings at $2.69 EPS, Q4 2026 earnings at $0.78 EPS, FY2026 earnings at $2.86 EPS and FY2027 earnings at $3.05 EPS.

Enterprise Products Partners (NYSE:EPD - Get Free Report) last issued its quarterly earnings data on Monday, July 28th. The oil and gas producer reported $0.66 EPS for the quarter, missing the consensus estimate of $0.67 by ($0.01). The company had revenue of $11.36 billion during the quarter, compared to analysts' expectations of $15.24 billion. Enterprise Products Partners had a return on equity of 19.88% and a net margin of 10.71%. The business's revenue for the quarter was down 15.7% compared to the same quarter last year. During the same period last year, the company earned $0.64 earnings per share.

Several other analysts have also issued reports on EPD. Barclays cut their target price on Enterprise Products Partners from $36.00 to $35.00 and set an "overweight" rating for the company in a research note on Wednesday, July 2nd. TD Cowen began coverage on Enterprise Products Partners in a research note on Monday, July 7th. They issued a "hold" rating and a $33.00 target price for the company. Mizuho set a $38.00 target price on Enterprise Products Partners and gave the company an "outperform" rating in a report on Friday, July 11th. Stifel Nicolaus dropped their target price on Enterprise Products Partners from $36.00 to $35.00 and set a "buy" rating for the company in a report on Tuesday. Finally, Argus upgraded Enterprise Products Partners to a "strong-buy" rating in a report on Monday, May 5th. Five research analysts have rated the stock with a hold rating, nine have assigned a buy rating and two have assigned a strong buy rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $36.25.

Enterprise Products Partners Price Performance

Shares of EPD traded up $0.07 during trading hours on Wednesday, reaching $31.50. 4,915,729 shares of the company's stock traded hands, compared to its average volume of 3,898,352. The stock has a market cap of $68.32 billion, a PE ratio of 11.71, a price-to-earnings-growth ratio of 1.82 and a beta of 0.64. The company has a current ratio of 0.86, a quick ratio of 0.64 and a debt-to-equity ratio of 0.98. The firm's 50 day simple moving average is $31.40 and its 200-day simple moving average is $32.07. Enterprise Products Partners has a 12 month low of $27.37 and a 12 month high of $34.63.

Institutional Trading of Enterprise Products Partners

Several hedge funds have recently made changes to their positions in EPD. ING Groep NV purchased a new position in shares of Enterprise Products Partners in the 1st quarter worth approximately $71,052,000. Alps Advisors Inc. grew its stake in Enterprise Products Partners by 5.0% in the 1st quarter. Alps Advisors Inc. now owns 41,326,613 shares of the oil and gas producer's stock valued at $1,410,891,000 after acquiring an additional 1,967,188 shares during the period. JPMorgan Chase & Co. increased its stake in Enterprise Products Partners by 65.3% during the 1st quarter. JPMorgan Chase & Co. now owns 4,347,247 shares of the oil and gas producer's stock worth $148,415,000 after buying an additional 1,717,768 shares in the last quarter. Northside Capital Management LLC purchased a new stake in Enterprise Products Partners during the 2nd quarter worth approximately $47,628,000. Finally, Truist Financial Corp raised its position in shares of Enterprise Products Partners by 293.6% in the first quarter. Truist Financial Corp now owns 2,018,964 shares of the oil and gas producer's stock valued at $68,927,000 after buying an additional 1,506,055 shares during the last quarter. 26.07% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Enterprise Products Partners news, Director John R. Rutherford bought 15,000 shares of the firm's stock in a transaction that occurred on Tuesday, July 29th. The shares were bought at an average price of $31.35 per share, with a total value of $470,250.00. Following the purchase, the director owned 158,586 shares of the company's stock, valued at $4,971,671.10. This trade represents a 10.45% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director William C. Montgomery bought 16,000 shares of the stock in a transaction dated Wednesday, July 30th. The stock was bought at an average cost of $31.55 per share, for a total transaction of $504,800.00. Following the acquisition, the director directly owned 136,920 shares of the company's stock, valued at approximately $4,319,826. This represents a 13.23% increase in their position. The disclosure for this purchase can be found here. Insiders own 32.60% of the company's stock.

Enterprise Products Partners Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 14th. Shareholders of record on Thursday, July 31st will be issued a dividend of $0.545 per share. This represents a $2.18 annualized dividend and a yield of 6.92%. The ex-dividend date is Thursday, July 31st. This is a positive change from Enterprise Products Partners's previous quarterly dividend of $0.54. Enterprise Products Partners's payout ratio is currently 80.15%.

Enterprise Products Partners Company Profile

Enterprise Products Partners L.P. provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGLs), crude oil, petrochemicals, and refined products. It operates in four segments: NGL Pipelines & Services, Crude Oil Pipelines & Services, Natural Gas Pipelines & Services, and Petrochemical & Refined Products Services.