Commerce Bank Has $26.43 Million Position in Enterprise Products Partners L.P. $EPD

Commerce Bank lowered its holdings in Enterprise Products Partners L.P. (NYSE:EPD) by 20.3% during the second quarter, HoldingsChannel.com reports. The fund owned 719,016 shares of the oil and gas producer’s stock after selling 182,575 shares during the period. Commerce Bank’s holdings in Enterprise Products Partners were worth $26,431,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. Alps Advisors Inc. lifted its stake in Enterprise Products Partners by 0.6% during the fourth quarter. Alps Advisors Inc. now owns 42,639,131 shares of the oil and gas producer’s stock worth $1,367,011,000 after purchasing an additional 260,305 shares during the period. Auto Owners Insurance Co grew its stake in shares of Enterprise Products Partners by 3,106.0% in the 4th quarter. Auto Owners Insurance Co now owns 32,060,000 shares of the oil and gas producer’s stock valued at $102,784,000 after purchasing an additional 31,060,000 shares during the period. Morgan Stanley raised its holdings in shares of Enterprise Products Partners by 4.8% in the 4th quarter. Morgan Stanley now owns 19,116,333 shares of the oil and gas producer’s stock worth $612,870,000 after buying an additional 883,983 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in shares of Enterprise Products Partners by 12.0% during the 4th quarter. Goldman Sachs Group Inc. now owns 18,163,343 shares of the oil and gas producer’s stock worth $582,317,000 after buying an additional 1,940,583 shares during the period. Finally, Energy Income Partners LLC lifted its position in shares of Enterprise Products Partners by 0.6% during the 3rd quarter. Energy Income Partners LLC now owns 14,705,122 shares of the oil and gas producer’s stock worth $459,829,000 after buying an additional 80,884 shares during the period. Institutional investors and hedge funds own 26.07% of the company’s stock.

Key Headlines Impacting Enterprise Products Partners

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

• Positive Sentiment: US Capital Advisors raised several EPS forecasts. The firm increased its estimates for third-quarter 2026 EPS to $0.73 from $0.70, fourth-quarter 2026 EPS to $0.78 from $0.75, full-year 2026 EPS to $3.03 from $2.88, second-quarter 2027 EPS to $0.76 from $0.75, and FY2028 EPS to $3.42 from $3.29. The FY2026 estimate is slightly above the $3.01 consensus, signaling improving expectations for EPD’s earnings outlook.
• Positive Sentiment: EPD’s long-term growth case remains supported by its infrastructure pipeline. A Zacks analysis highlighted the company’s fee-based business model, inflation-protected cash flows and approximately $6.5 billion project pipeline as potential drivers of future earnings and cash-flow growth. Will Enterprise’ Expanding Infrastructure Support Long-Term Growth?
• Neutral Sentiment: Analyst commentary remains favorable but valuation-sensitive. Recent coverage described EPD’s performance as strong and discussed its attractive fundamentals, while comparisons with other midstream companies suggest investors are increasingly focused on growth, valuation and distribution yields. Enterprise Products Partners’ Stellar Performance Demands An Upgrade
• Negative Sentiment: One estimate was reduced. US Capital Advisors lowered its Q3 2027 EPS forecast to $0.78 from $0.79. Although the cut is modest, the mixed revisions may have limited the positive impact of the broader estimate increases.

Enterprise Products Partners Stock Down 0.8%

NYSE EPD opened at $38.12 on Friday. The stock’s 50 day simple moving average is $37.67 and its 200 day simple moving average is $37.51. Enterprise Products Partners L.P. has a one year low of $30.01 and a one year high of $40.17. The firm has a market cap of $82.32 billion, a PE ratio of 13.24, a price-to-earnings-growth ratio of 1.26 and a beta of 0.49. The company has a debt-to-equity ratio of 1.00, a current ratio of 0.93 and a quick ratio of 0.66.

Enterprise Products Partners (NYSE:EPD) last issued its quarterly earnings data on Wednesday, July 29th. The oil and gas producer reported $0.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.75 by $0.09. The firm had revenue of $18.27 billion during the quarter, compared to the consensus estimate of $13.69 billion. Enterprise Products Partners had a return on equity of 20.67% and a net margin of 10.79%.The business’s revenue for the quarter was up 60.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.66 EPS. As a group, sell-side analysts forecast that Enterprise Products Partners L.P. will post 3.03 earnings per share for the current fiscal year.

Enterprise Products Partners Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Friday, July 31st were paid a $0.56 dividend. This represents a $2.24 dividend on an annualized basis 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 was Friday, July 31st. Enterprise Products Partners’s dividend payout ratio is 77.78%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on EPD shares. Morgan Stanley reiterated an “underweight” rating and issued a $41.00 price target (up from $40.00) on shares of Enterprise Products Partners in a research report on Tuesday. Scotiabank reissued a “sector perform” rating and set a $40.00 price objective (up from $39.00) on shares of Enterprise Products Partners in a report on Tuesday, May 12th. UBS Group restated a “buy” rating and issued a $45.00 target price on shares of Enterprise Products Partners in a research note on Wednesday, June 17th. JPMorgan Chase & Co. increased their target price on shares of Enterprise Products Partners from $41.00 to $42.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. Finally, Citigroup reissued a “buy” rating and set a $44.00 price target (up from $39.00) on shares of Enterprise Products Partners in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Enterprise Products Partners currently has an average rating of “Moderate Buy” and a consensus price target of $40.00.

Enterprise Products Partners 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.