Energy Transfer (NYSE:ET) Trading Up 1.6% After Dividend Announcement

Shares of Energy Transfer LP (NYSE:ET) rose 1.6% during trading on Wednesday following a dividend announcement from the company. The company traded as high as $18.25 and last traded at $18.2450. Approximately 13,425,433 shares traded hands during trading, a decline of 16% from the average daily volume of 15,906,451 shares. The stock had previously closed at $17.95.

The newly announced dividend which will be paid on Thursday, February 19th. Shareholders of record on Friday, February 6th will be paid a $0.335 dividend. The ex-dividend date is Friday, February 6th. This is an increase from Energy Transfer’s previous quarterly dividend of $0.33. This represents a $1.34 annualized dividend and a dividend yield of 7.3%. Energy Transfer’s dividend payout ratio (DPR) is 106.40%.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on ET. Weiss Ratings reiterated a “buy (b-)” rating on shares of Energy Transfer in a research report on Wednesday, December 24th. Morgan Stanley reduced their price objective on Energy Transfer from $21.00 to $19.00 and set an “overweight” rating for the company in a research report on Tuesday, December 2nd. JPMorgan Chase & Co. lowered their target price on shares of Energy Transfer from $22.00 to $21.00 and set an “overweight” rating on the stock in a report on Monday, November 24th. Jefferies Financial Group set a $17.00 price target on shares of Energy Transfer and gave the company a “hold” rating in a research report on Tuesday, October 28th. Finally, UBS Group reiterated a “buy” rating on shares of Energy Transfer in a research note on Wednesday, January 7th. Twelve equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $21.50.

Energy Transfer Price Performance

The firm has a market capitalization of $62.64 billion, a P/E ratio of 14.60, a PEG ratio of 0.94 and a beta of 0.66. The company has a quick ratio of 1.14, a current ratio of 1.41 and a debt-to-equity ratio of 1.50. The business’s 50 day moving average is $16.78 and its 200-day moving average is $17.07.

Energy Transfer (NYSE:ET) last posted its earnings results on Wednesday, November 5th. The pipeline company reported $0.28 earnings per share for the quarter, missing analysts’ consensus estimates of $0.34 by ($0.06). The company had revenue of $19.95 billion for the quarter, compared to the consensus estimate of $21.84 billion. Energy Transfer had a return on equity of 10.71% and a net margin of 5.66%.The business’s quarterly revenue was down 3.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.32 EPS. As a group, sell-side analysts predict that Energy Transfer LP will post 1.46 EPS for the current fiscal year.

Key Headlines Impacting Energy Transfer

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

• Positive Sentiment: Company raised its quarterly cash distribution to $0.335 per unit (annualized $1.34), a >3% YoY increase and a ~7.4% yield — a clear income catalyst that supports investor demand. BusinessWire: Distribution Increase
• Positive Sentiment: Zacks highlights ET’s consecutive distribution hikes, rising earnings estimates and discounted valuation, framing the stock as a compelling income pick — this analyst tone can attract yield-focused buyers. Zacks: Income Story
• Positive Sentiment: Marketbeat / energy coverage flags Winter Storm Fern as a demand shock that benefits pipeline operators; ET’s large footprint and storage ops position it to capture wider hub spreads and higher throughput margins. Insider purchases by Chairman Kelcy Warren were cited, reinforcing confidence. MarketBeat: Winter Storm Fern
• Positive Sentiment: Seeking Alpha argues “super investors” and insiders accumulating around ~$17 signal conviction; highlights suspension of Lake Charles LNG (frees capital for higher-return domestic projects) and manageable 2026 capex — a bullish operational/strategic take. Seeking Alpha: Super Investors
• Neutral Sentiment: Broker consensus is an average “Moderate Buy,” which provides mild support but not an upgrade-led rally driver. American Banking News: Broker Recommendations
• Neutral Sentiment: TipRanks notes Energy Transfer executed a Tenth Supplemental Indenture for senior notes — primarily an administrative/debt documentation item; monitor for any related debt issuance or covenant changes. TipRanks: Senior Notes Indenture
• Negative Sentiment: Some analysts/notes (Seeking Alpha piece on the “operating angle”) warn there are operational risks and items that “need covering,” suggesting investors should watch execution, throughput stability and any cost pressures that could compress margins. Seeking Alpha: Operational Risks

Insider Activity

In related news, Director Kelcy L. Warren acquired 1,000,000 shares of Energy Transfer stock in a transaction dated Wednesday, November 19th. The stock was bought at an average price of $16.95 per share, with a total value of $16,950,000.00. Following the transaction, the director directly owned 104,577,803 shares in the company, valued at $1,772,593,760.85. This represents a 0.97% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 3.28% of the company’s stock.

Hedge Funds Weigh In On Energy Transfer

A number of hedge funds have recently bought and sold shares of the company. Chelsea Counsel Co. increased its holdings in Energy Transfer by 370.3% during the second quarter. Chelsea Counsel Co. now owns 94,050 shares of the pipeline company’s stock worth $1,705,000 after buying an additional 74,050 shares during the last quarter. Ariston Services Group boosted its holdings in shares of Energy Transfer by 126.7% in the second quarter. Ariston Services Group now owns 100,683 shares of the pipeline company’s stock worth $1,825,000 after acquiring an additional 56,274 shares during the period. Highland Capital Management LLC bought a new position in Energy Transfer in the 2nd quarter worth about $930,000. Eagle Global Advisors LLC grew its holdings in Energy Transfer by 6.0% during the 3rd quarter. Eagle Global Advisors LLC now owns 6,466,059 shares of the pipeline company’s stock valued at $110,958,000 after buying an additional 363,623 shares in the last quarter. Finally, Corient Private Wealth LLC increased its position in shares of Energy Transfer by 223.7% during the second quarter. Corient Private Wealth LLC now owns 1,690,771 shares of the pipeline company’s stock valued at $30,654,000 after buying an additional 1,168,440 shares during the period. 38.22% of the stock is owned by hedge funds and other institutional investors.

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.