Q3 EPS Estimates for Energy Transfer Cut by Analyst

Key Points

• Analyst US Capital Advisors has reduced their Q3 2025 EPS estimate for Energy Transfer LP from $0.33 to $0.32, while the consensus estimate for the current full year stands at $1.46 per share.
• Multiple investment firms recently adjusted their price targets for Energy Transfer, with Wells Fargo lowering it to $21.00 and JPMorgan cutting it to $23.00, while Mizuho raised its target to $23.00.
• Energy Transfer has declared a quarterly dividend of $0.33, which represents a yield of 7.42% and indicates its commitment to shareholders despite a high dividend payout ratio of 99.24%.

Energy Transfer LP (NYSE:ET - Free Report) - Equities research analysts at US Capital Advisors decreased their Q3 2025 EPS estimates for shares of Energy Transfer in a research note issued on Monday, July 28th. US Capital Advisors analyst J. Carreker now anticipates that the pipeline company will earn $0.32 per share for the quarter, down from their previous forecast of $0.33. The consensus estimate for Energy Transfer's current full-year earnings is $1.46 per share. US Capital Advisors also issued estimates for Energy Transfer's Q1 2026 earnings at $0.35 EPS, Q3 2026 earnings at $0.36 EPS, FY2026 earnings at $1.45 EPS and FY2027 earnings at $1.54 EPS.

A number of other research analysts also recently commented on the stock. Cowen initiated coverage on shares of Energy Transfer in a research report on Monday, July 7th. They issued a "buy" rating on the stock. Wells Fargo & Company decreased their price target on shares of Energy Transfer from $22.00 to $21.00 and set an "overweight" rating for the company in a research note on Wednesday, May 7th. JPMorgan Chase & Co. decreased their price target on shares of Energy Transfer from $25.00 to $23.00 and set an "overweight" rating for the company in a research note on Monday, May 19th. TD Cowen initiated coverage on shares of Energy Transfer in a research note on Monday, July 7th. They set a "buy" rating and a $22.00 price target for the company. Finally, Mizuho increased their price target on shares of Energy Transfer from $22.00 to $23.00 and gave the stock an "outperform" rating in a research note on Tuesday, May 20th. One investment analyst has rated the stock with a hold rating and twelve have given a buy rating to the company. According to data from MarketBeat.com, Energy Transfer currently has a consensus rating of "Moderate Buy" and a consensus target price of $22.58.

Energy Transfer Stock Down 1.3%

Shares of NYSE ET traded down $0.24 during mid-day trading on Tuesday, reaching $17.80. The company had a trading volume of 16,537,219 shares, compared to its average volume of 15,553,091. The company has a current ratio of 1.12, a quick ratio of 0.92 and a debt-to-equity ratio of 1.41. The firm has a 50 day simple moving average of $17.79 and a two-hundred day simple moving average of $18.24. The stock has a market cap of $61.09 billion, a P/E ratio of 13.48, a PEG ratio of 0.94 and a beta of 0.79. Energy Transfer has a 52-week low of $14.60 and a 52-week high of $21.45.

Energy Transfer (NYSE:ET - Get Free Report) last announced its quarterly earnings data on Tuesday, May 6th. The pipeline company reported $0.36 EPS for the quarter, beating analysts' consensus estimates of $0.33 by $0.03. The company had revenue of $21.02 billion for the quarter, compared to the consensus estimate of $22.28 billion. Energy Transfer had a net margin of 5.88% and a return on equity of 11.47%. The company's quarterly revenue was down 2.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.32 EPS.

Energy Transfer Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, August 19th. Shareholders of record on Friday, August 8th will be issued a dividend of $0.33 per share. This is an increase from Energy Transfer's previous quarterly dividend of $0.33. The ex-dividend date is Friday, August 8th. This represents a $1.32 annualized dividend and a yield of 7.4%. Energy Transfer's payout ratio is 99.24%.

Insider Activity at Energy Transfer

In other news, Director James Richard Perry sold 1,369 shares of Energy Transfer stock in a transaction dated Friday, June 13th. The shares were sold at an average price of $18.48, for a total transaction of $25,299.12. Following the completion of the sale, the director directly owned 24,523 shares in the company, valued at $453,185.04. The trade was a 5.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 3.28% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Energy Transfer

A number of hedge funds and other institutional investors have recently modified their holdings of ET. United Advisor Group LLC grew its holdings in Energy Transfer by 3.0% in the fourth quarter. United Advisor Group LLC now owns 18,540 shares of the pipeline company's stock valued at $363,000 after purchasing an additional 534 shares during the period. Cannell & Spears LLC grew its holdings in Energy Transfer by 0.4% in the fourth quarter. Cannell & Spears LLC now owns 135,647 shares of the pipeline company's stock valued at $2,657,000 after purchasing an additional 546 shares during the period. Vanguard Personalized Indexing Management LLC grew its holdings in Energy Transfer by 1.4% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 39,845 shares of the pipeline company's stock valued at $723,000 after purchasing an additional 565 shares during the period. Indiana Trust & Investment Management Co grew its holdings in Energy Transfer by 5.1% in the first quarter. Indiana Trust & Investment Management Co now owns 11,796 shares of the pipeline company's stock valued at $219,000 after purchasing an additional 576 shares during the period. Finally, Beam Wealth Advisors Inc. grew its holdings in Energy Transfer by 1.5% in the first quarter. Beam Wealth Advisors Inc. now owns 39,934 shares of the pipeline company's stock valued at $742,000 after purchasing an additional 585 shares during the period. 38.22% of the stock is currently owned by hedge funds and other institutional investors.

Energy Transfer Company Profile

Energy Transfer LP provides energy-related services. The company owns and operates natural gas transportation pipeline, and natural gas storage facilities in Texas and Oklahoma; and approximately 20,090 miles of interstate natural gas pipeline. It also sells natural gas to electric utilities, independent power plants, local distribution and other marketing companies, and industrial end-users.