US Capital Advisors Has Negative Outlook of EPD Q3 Earnings

Enterprise Products Partners L.P. (NYSE:EPD) – US Capital Advisors decreased their Q3 2026 earnings per share estimates for shares of Enterprise Products Partners in a report released on Wednesday, July 29th. US Capital Advisors analyst J. Carreker now expects that the oil and gas producer will post earnings per share of $0.70 for the quarter, down from their previous estimate of $0.75. The consensus estimate for Enterprise Products Partners’ current full-year earnings is $2.93 per share. US Capital Advisors also issued estimates for Enterprise Products Partners’ Q4 2026 earnings at $0.75 EPS, FY2026 earnings at $2.88 EPS, Q1 2027 earnings at $0.75 EPS, Q2 2027 earnings at $0.75 EPS, Q3 2027 earnings at $0.79 EPS, FY2027 earnings at $3.13 EPS and FY2028 earnings at $3.29 EPS.

A number of other research analysts also recently weighed in on the stock. Truist Financial increased their price objective on shares of Enterprise Products Partners from $36.00 to $40.00 and gave the company a “hold” rating in a research report on Monday, May 4th. Wall Street Zen downgraded shares of Enterprise Products Partners from a “buy” rating to a “hold” rating in a research report on Sunday, July 12th. Weiss Ratings lowered shares of Enterprise Products Partners from a “buy (b+)” rating to a “buy (b)” rating in a research note on Thursday, July 2nd. Morgan Stanley set a $40.00 price target on Enterprise Products Partners and gave the company an “underweight” rating in a report on Tuesday, July 21st. Finally, UBS Group restated a “buy” rating and issued a $45.00 price target on shares of Enterprise Products Partners in a research note on Wednesday, June 17th. Eight research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $39.93.

Enterprise Products Partners Stock Performance

Shares of NYSE EPD opened at $38.09 on Friday. The firm’s 50-day moving average price is $37.58 and its 200-day moving average price is $36.96. Enterprise Products Partners has a 52-week low of $30.01 and a 52-week high of $40.17. The company has a market cap of $82.34 billion, a PE ratio of 14.11, a PEG ratio of 1.40 and a beta of 0.49. The company has a quick ratio of 0.61, a current ratio of 0.91 and a debt-to-equity ratio of 1.03.

Enterprise Products Partners (NYSE:EPD) last issued its earnings results on Thursday, July 30th. The oil and gas producer reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.75 by $0.09. The business had revenue of $18.27 billion during the quarter, compared to analyst estimates of $13.69 billion. Enterprise Products Partners had a return on equity of 19.53% and a net margin of 11.45%.Enterprise Products Partners’s revenue was up 60.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.66 EPS.

Institutional Trading of Enterprise Products Partners

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. TCV Trust & Wealth Management Inc. boosted its stake in shares of Enterprise Products Partners by 4.3% during the 2nd quarter. TCV Trust & Wealth Management Inc. now owns 19,500 shares of the oil and gas producer’s stock worth $717,000 after acquiring an additional 800 shares during the last quarter. Narwhal Capital Management grew its position in shares of Enterprise Products Partners by 8.1% during the 2nd quarter. Narwhal Capital Management now owns 17,950 shares of the oil and gas producer’s stock valued at $660,000 after acquiring an additional 1,350 shares during the period. Legacy Advisors LLC increased its stake in shares of Enterprise Products Partners by 0.7% in the 2nd quarter. Legacy Advisors LLC now owns 119,033 shares of the oil and gas producer’s stock worth $4,376,000 after purchasing an additional 804 shares in the last quarter. Greenwood Gearhart LLC raised its holdings in Enterprise Products Partners by 7.5% in the 2nd quarter. Greenwood Gearhart LLC now owns 24,204 shares of the oil and gas producer’s stock worth $890,000 after purchasing an additional 1,690 shares during the period. Finally, Freedom Day Solutions LLC bought a new position in Enterprise Products Partners in the 2nd quarter worth $208,000. 26.07% of the stock is owned by hedge funds and other institutional investors.

Enterprise Products Partners Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 31st will be given a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a yield of 5.9%. This is a positive change from Enterprise Products Partners’s previous quarterly dividend of $0.55. The ex-dividend date is Friday, July 31st. Enterprise Products Partners’s dividend payout ratio (DPR) is presently 82.96%.

Key Enterprise Products Partners News

Here are the key news stories impacting Enterprise Products Partners this week:

• Positive Sentiment: Record quarterly results exceeded expectations. EPD reported $0.84 in earnings per diluted common unit, well above the $0.75 consensus estimate, while revenue reached $18.27 billion versus expectations of approximately $13.69 billion. Net income attributable to common unitholders rose 28% year over year to $1.84 billion. Enterprise Reports Second Quarter 2026 Earnings
• Positive Sentiment: Operating momentum was strong. Adjusted EBITDA reached a record $2.8 billion, up 17% year over year, supported by record pipeline and marine terminal volumes. Equivalent pipeline volumes increased 8% to 14.7 million barrels per day, while marine terminal volumes jumped 33% to 2.8 million barrels per day. Q2 2026 Earnings Call Highlights
• Positive Sentiment: Cash flow and growth investments support the distribution. Operational distributable cash flow was $2.31 billion, providing 1.9 times coverage of declared distributions. EPD declared a $0.56-per-unit distribution and announced plans for a new 150,000-barrel-per-day NGL fractionator and two Permian Basin gas-processing plants. Enterprise Products Partners Q2 Net Income Climbs
• Neutral Sentiment: Analyst expectations had already anticipated year-over-year earnings and revenue growth, with forecasts also calling for higher throughput across natural gas, NGL, pipeline and petrochemical operations. The sizable earnings beat was therefore positive, but some of the good news may have been reflected in the stock beforehand. Rising Volume and Earnings Forecasts
• Negative Sentiment: US Capital Advisors reduced its forecast for EPD’s fourth-quarter 2027 earnings to $0.84 per unit from $0.86, introducing a modest forward-estimate headwind despite raising its Q2 estimate before the earnings release. Enterprise Products Partners analyst estimates

Enterprise Products Partners Company Profile

Enterprise Products Partners L.P. (NYSE: EPD) is a Houston-based master limited partnership that provides midstream energy services across North America. The company owns and operates an extensive network of pipelines, storage facilities, processing plants and export terminals that transport and handle natural gas, natural gas liquids (NGLs), crude oil and refined and petrochemical products. Its core activities include gathering and transportation, fractionation of NGLs, natural gas processing, crude oil and condensate pipelines, and marine and terminal services that enable domestic distribution and exports.

Enterprise serves a diverse set of customers including producers, refiners, petrochemical companies, marketers and end users.