Energy Transfer (NYSE:ET) Trading Up 1.8% – Still a Buy?

Energy Transfer LP (NYSE:ET)’s share price rose 1.8% on Wednesday . The stock traded as high as $19.83 and last traded at $19.7530. Approximately 11,743,103 shares were traded during trading, a decline of 26% from the average daily volume of 15,931,868 shares. The stock had previously closed at $19.41.

Energy Transfer News Summary

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

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. UBS Group reiterated a “buy” rating on shares of Energy Transfer in a research note on Wednesday, January 7th. Jefferies Financial Group reaffirmed a “hold” rating on shares of Energy Transfer in a report on Wednesday, February 18th. Barclays reaffirmed an “overweight” rating and set a $22.00 price target (down from $25.00) on shares of Energy Transfer in a research report on Monday, January 12th. Morgan Stanley lifted their price target on Energy Transfer from $19.00 to $21.00 and gave the stock an “equal weight” rating in a report on Tuesday, March 10th. Finally, Scotiabank reissued an “outperform” rating on shares of Energy Transfer in a research report on Friday, January 16th. One 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 stock. According to data from MarketBeat.com, Energy Transfer has an average rating of “Moderate Buy” and an average price target of $21.60.

Energy Transfer Trading Down 1.1%

The company has a debt-to-equity ratio of 1.50, a current ratio of 1.22 and a quick ratio of 0.90. The firm has a fifty day simple moving average of $18.99 and a two-hundred day simple moving average of $17.73. The firm has a market capitalization of $68.69 billion, a P/E ratio of 16.50, a price-to-earnings-growth ratio of 1.10 and a beta of 0.57.

Energy Transfer (NYSE:ET) last issued its earnings results on Tuesday, February 17th. The pipeline company reported $0.25 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.34 by ($0.09). The firm had revenue of $25.32 billion during the quarter, compared to the consensus estimate of $23.56 billion. Energy Transfer had a net margin of 5.11% and a return on equity of 10.17%. The business’s quarterly revenue was up 29.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.29 earnings per share. On average, equities research analysts anticipate that Energy Transfer LP will post 1.52 earnings per share 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 issued a dividend of $0.3375 per share. This represents a $1.35 annualized dividend and a yield of 6.8%. This is a boost from Energy Transfer’s previous quarterly dividend of $0.34. The ex-dividend date of this dividend is Friday, May 8th. Energy Transfer’s payout ratio is currently 110.74%.

Hedge Funds Weigh In On Energy Transfer

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Morgan Stanley lifted its stake in shares of Energy Transfer by 41.6% during the 4th quarter. Morgan Stanley now owns 86,310,272 shares of the pipeline company’s stock valued at $1,423,256,000 after buying an additional 25,366,594 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new position in Energy Transfer in the 3rd quarter valued at approximately $264,309,000. Alps Advisors Inc. raised its holdings in Energy Transfer by 8.0% during the 4th quarter. Alps Advisors Inc. now owns 83,843,087 shares of the pipeline company’s stock valued at $1,382,573,000 after acquiring an additional 6,192,066 shares during the period. Invesco Ltd. raised its holdings in 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 during the period. Finally, Jump Financial LLC lifted its position in shares of Energy Transfer by 128.0% during the fourth quarter. Jump Financial LLC now owns 2,585,439 shares of the pipeline company’s stock worth $42,634,000 after acquiring an additional 1,451,613 shares in the last quarter. Institutional investors own 38.22% of the company’s stock.

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.