Lavelle Capital LP Acquires New Position in Enterprise Products Partners L.P. $EPD

Lavelle Capital LP bought a new position in shares of Enterprise Products Partners L.P. (NYSE:EPD) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 25,380 shares of the oil and gas producer’s stock, valued at approximately $960,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Miller Howard Investments Inc. NY boosted its stake in Enterprise Products Partners by 1.0% in the fourth quarter. Miller Howard Investments Inc. NY now owns 3,112,119 shares of the oil and gas producer’s stock valued at $99,775,000 after buying an additional 31,733 shares in the last quarter. Royal Palms Capital LLC acquired a new position in Enterprise Products Partners during the fourth quarter worth about $1,830,000. Oxbow Advisors LLC lifted its holdings in shares of Enterprise Products Partners by 3.0% in the fourth quarter. Oxbow Advisors LLC now owns 1,329,085 shares of the oil and gas producer’s stock worth $42,610,000 after acquiring an additional 39,052 shares during the last quarter. Texas Yale Capital Corp. lifted its holdings in shares of Enterprise Products Partners by 4.9% in the fourth quarter. Texas Yale Capital Corp. now owns 1,905,939 shares of the oil and gas producer’s stock worth $61,104,000 after acquiring an additional 88,475 shares during the last quarter. Finally, Thrivent Financial for Lutherans grew its holdings in shares of Enterprise Products Partners by 7.8% during the 4th quarter. Thrivent Financial for Lutherans now owns 4,510,036 shares of the oil and gas producer’s stock valued at $144,592,000 after purchasing an additional 327,807 shares during the last quarter. Institutional investors own 26.07% of the company’s stock.

Enterprise Products Partners Price Performance

Shares of EPD opened at $38.07 on Friday. Enterprise Products Partners L.P. has a 1 year low of $30.01 and a 1 year high of $40.17. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.91 and a quick ratio of 0.61. The company has a market capitalization of $82.30 billion, a price-to-earnings ratio of 13.22, a price-to-earnings-growth ratio of 1.39 and a beta of 0.49. The business has a 50-day moving average of $37.55 and a 200-day moving average of $36.97.

Enterprise Products Partners (NYSE:EPD) last released its earnings results on Thursday, July 30th. The oil and gas producer reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.75 by $0.09. Enterprise Products Partners had a net margin of 10.79% and a return on equity of 20.80%. The business had revenue of $18.27 billion during the quarter, compared to the consensus estimate of $13.69 billion. During the same quarter in the prior year, the firm posted $0.66 EPS. The company’s revenue for the quarter was up 60.8% compared to the same quarter last year. As a group, equities research analysts anticipate that Enterprise Products Partners L.P. will post 2.94 earnings per share for the current year.

Enterprise Products Partners Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Stockholders 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 dividend yield of 5.9%. This is a boost 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 is currently 81.48%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on EPD. Stifel Nicolaus boosted their target price on shares of Enterprise Products Partners from $41.00 to $42.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Citigroup reissued a “buy” rating and set a $44.00 price objective (up from $39.00) on shares of Enterprise Products Partners in a report on Friday, May 1st. Scotiabank reaffirmed a “sector perform” rating and issued a $40.00 target price (up from $39.00) on shares of Enterprise Products Partners in a report on Tuesday, May 12th. Wall Street Zen lowered shares of Enterprise Products Partners from a “buy” rating to a “hold” rating in a report on Sunday, July 12th. Finally, UBS Group restated a “buy” rating and issued a $45.00 price target on shares of Enterprise Products Partners in a research report on Wednesday, June 17th. Eight investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $39.93.

More Enterprise Products Partners News

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

• Positive Sentiment: Q2 results beat expectations: EPD reported $0.84 in earnings per unit versus the $0.75 consensus estimate, while revenue reached $18.27 billion, well above the $13.69 billion forecast and up 60.8% year over year. Net income attributable to common unitholders rose 28% to $1.84 billion. Enterprise Products Partners Q2 earnings report
• Positive Sentiment: Record operating performance supports cash flow: Adjusted EBITDA increased 17% to a record $2.8 billion, and operational distributable cash flow reached $2.31 billion, providing 1.9 times coverage of the quarterly distribution. Pipeline volumes rose 8% to 14.7 million barrels per day, while marine terminal volumes jumped 33% to 2.8 million barrels per day. Enterprise Reports Second Quarter 2026 Earnings
• Positive Sentiment: Growth and income remain central to the investment case: The partnership declared a $0.56-per-unit distribution, payable August 14, and outlined a roughly $3 billion 2027 capital plan. Planned projects include a 150,000-barrel-per-day NGL fractionator at Mont Belvieu and two 300-million-cubic-feet-per-day Permian Basin gas-processing plants. Midstream peers are also increasing payouts, reinforcing sector-wide income appeal. EPD Q2 earnings call highlights
• Neutral Sentiment: EPD’s roughly 5.6% yield and long history of distribution growth continue to attract income-focused investors. However, the July 31 ex-dividend date may create temporary trading effects as the distribution is reflected in the unit price. EPD dividend analysis
• Negative Sentiment: Analyst estimate reductions add pressure: US Capital Advisors lowered its EPS forecasts for Q3 and Q4 2026, FY2026, FY2027 and FY2028. Its FY2026 estimate fell to $2.88 from $2.94, while FY2028 declined to $3.29 from $3.43, signaling some concern about longer-term earnings growth despite the latest beat.

About Enterprise Products Partners

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.