US Capital Advisors Weighs in on Energy Transfer Q1 Earnings

Energy Transfer LP (NYSE:ET) – Equities research analysts at US Capital Advisors boosted their Q1 2027 earnings per share estimates for shares of Energy Transfer in a report released on Monday, April 27th. US Capital Advisors analyst J. Carreker now anticipates that the pipeline company will post earnings per share of $0.31 for the quarter, up from their prior estimate of $0.30. The consensus estimate for Energy Transfer’s current full-year earnings is $1.50 per share. US Capital Advisors also issued estimates for Energy Transfer’s Q3 2027 earnings at $0.33 EPS, Q4 2027 earnings at $0.34 EPS and FY2028 earnings at $1.31 EPS.

Energy Transfer (NYSE:ET) last announced its earnings results on Tuesday, February 17th. The pipeline company reported $0.25 EPS for the quarter, missing analysts’ consensus estimates of $0.34 by ($0.09). Energy Transfer had a return on equity of 10.17% and a net margin of 5.11%.The company had revenue of $25.32 billion during the quarter, compared to the consensus estimate of $23.56 billion. During the same period in the prior year, the business posted $0.29 earnings per share. Energy Transfer’s revenue for the quarter was up 29.6% compared to the same quarter last year.

A number of other equities research analysts have also issued reports on the company. Scotiabank reiterated an “outperform” rating on shares of Energy Transfer in a research note on Friday, January 16th. UBS Group reiterated a “buy” rating on shares of Energy Transfer in a research note on Wednesday, January 7th. Wells Fargo & Company increased their price target on Energy Transfer from $23.00 to $25.00 and gave the stock an “overweight” rating in a research note on Friday, March 13th. Truist Financial initiated coverage on Energy Transfer in a research report on Tuesday, March 24th. They set a “buy” rating and a $23.00 price objective for the company. Finally, TD Cowen raised their price objective on Energy Transfer from $20.00 to $21.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. One 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, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $21.60.

Energy Transfer Price Performance

Shares of Energy Transfer stock opened at $19.42 on Wednesday. Energy Transfer has a one year low of $15.80 and a one year high of $19.85. The company has a debt-to-equity ratio of 1.50, a quick ratio of 0.90 and a current ratio of 1.22. The stock has a market cap of $66.79 billion, a P/E ratio of 16.05, a P/E/G ratio of 1.05 and a beta of 0.62. The stock’s fifty day moving average is $18.95 and its 200 day moving average is $17.70.

Energy Transfer Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, May 20th. Investors of record on Friday, May 8th will be given a $0.3375 dividend. This is an increase from Energy Transfer’s previous quarterly dividend of $0.34. This represents a $1.35 annualized dividend and a yield of 7.0%. The ex-dividend date is Friday, May 8th. Energy Transfer’s dividend payout ratio (DPR) is 110.74%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in ET. Morgan Stanley grew its position in Energy Transfer by 41.6% in the fourth quarter. Morgan Stanley now owns 86,310,272 shares of the pipeline company’s stock worth $1,423,256,000 after acquiring an additional 25,366,594 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new position in shares of Energy Transfer during the third quarter valued at approximately $264,309,000. Alps Advisors Inc. boosted its position in shares of Energy Transfer by 8.0% during the fourth quarter. Alps Advisors Inc. now owns 83,843,087 shares of the pipeline company’s stock valued at $1,382,573,000 after buying an additional 6,192,066 shares during the period. Invesco Ltd. boosted its position in shares of Energy Transfer by 3.2% during the third quarter. Invesco Ltd. now owns 57,862,666 shares of the pipeline company’s stock valued at $992,923,000 after buying an additional 1,773,042 shares during the period. Finally, Jump Financial LLC boosted 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 valued at $42,634,000 after buying an additional 1,451,613 shares during the period. Hedge funds and other institutional investors own 38.22% of the company’s stock.

Key Energy Transfer News

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

• Positive Sentiment: Energy Transfer announced a higher quarterly cash distribution of $0.3375 per common unit (annualized $1.35; ~7.1% yield). The ex-dividend date is May 8 and payment is scheduled for May 20 — the raise and high yield reinforce income appeal for dividend-oriented investors. Energy Transfer Announces Increase in Quarterly Cash Distribution
• Positive Sentiment: US Capital Advisors (analyst J. Carreker) modestly raised EPS forecasts across 2027 quarters and bumped FY2028 to $1.31 (from $1.29), with Q1/Q3/Q4 2027 estimates also nudged higher. These upgrades signal slightly stronger near-term earnings visibility and reduce downside forecast risk. MarketBeat – ET analyst updates
• Neutral Sentiment: Media coverage and search interest in ET have ticked up, driving attention from retail and institutional readers — coverage includes Zacks/Yahoo summaries and a valuation review that revisit ET’s yield, recent returns and relative valuation. Increased attention can amplify moves but doesn’t by itself change fundamentals. Investors Heavily Search Energy Transfer
• Neutral Sentiment: Longer-term commentary (e.g., The Motley Fool) and valuation pieces examine ET’s multi-year case for income investors and whether recent total-return performance justifies current pricing; useful for thematic/positioning decisions but not immediate drivers. Energy Transfer in 10 Years — The Long-Term Bull Case
• Negative Sentiment: Despite upgrades, US Capital Advisors’ FY2028 forecast (~$1.31) remains below the broader consensus cited around $1.50 — that gulf suggests analyst optimism is incremental and consensus upside may be limited until larger revisions or stronger fundamentals materialize. MarketBeat – ET analyst updates

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.