Exchange Traded Concepts LLC Boosts Holdings in Energy Transfer LP $ET

Exchange Traded Concepts LLC boosted its holdings in shares of Energy Transfer LP (NYSE:ET) by 5.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,606,826 shares of the pipeline company’s stock after buying an additional 84,179 shares during the quarter. Exchange Traded Concepts LLC’s holdings in Energy Transfer were worth $27,573,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in ET. Ryan Investment Management Inc. bought a new stake in shares of Energy Transfer during the 2nd quarter valued at $31,000. CNB Bank lifted its position in Energy Transfer by 111.1% during the second quarter. CNB Bank now owns 1,900 shares of the pipeline company’s stock valued at $34,000 after purchasing an additional 1,000 shares in the last quarter. HHM Wealth Advisors LLC grew its holdings in Energy Transfer by 54.4% during the second quarter. HHM Wealth Advisors LLC now owns 2,270 shares of the pipeline company’s stock valued at $41,000 after purchasing an additional 800 shares during the period. Crowley Wealth Management Inc. purchased a new stake in Energy Transfer in the second quarter worth about $44,000. Finally, Pacific Center for Financial Services raised its stake in shares of Energy Transfer by 34.7% in the first quarter. Pacific Center for Financial Services now owns 2,586 shares of the pipeline company’s stock worth $48,000 after buying an additional 666 shares during the period. 38.22% of the stock is currently owned by institutional investors.

Energy Transfer News Roundup

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

• Positive Sentiment: U.S. Army Corps of Engineers says the Dakota Access pipeline should continue operating — reduces regulatory/operational risk for a major pipeline that supports fee-based cash flow. Energy Transfer: An 8.1% Yield, Undervalued And A Buy As Debt Fears Are Overdone
• Positive Sentiment: Energy Transfer is upsizing capacity on the Transwestern Desert Southwest expansion — implies higher contracted volumes and near‑term revenue upside from incremental tariff income. Energy Transfer to Upsize Transwestern Pipeline’s Desert Southwest Expansion Project
• Positive Sentiment: Several bullish commentaries argue ET is undervalued with an ~8% yield and stable fee-based EBITDA (claims of 20–39% upside by 2026) — supports income-focused investor demand and buy-side interest. Energy Transfer: An 8.1% Yield, Undervalued And A Buy As Debt Fears Are Overdone
• Neutral Sentiment: Longer-term performance pieces and dividend roundups highlight ET’s high yield and multi-year returns — may attract income investors but are less likely to move intraday momentum. If You Invested $100 In Energy Transfer Stock 5 Years Ago, You Would Have This Much Today
• Negative Sentiment: Energy Transfer announced it is suspending development of the Lake Charles LNG export project to reallocate capital to pipeline projects — reduces potential high-margin LNG upside and signals more conservative capital deployment, which some investors view as lost growth optionality. Energy Transfer suspends development of its Lake Charles LNG export project
• Negative Sentiment: Morgan Stanley downgraded ET to equal weight from overweight — analyst downgrade can reduce institutional demand and weigh on sentiment near-term. Energy Transfer LP downgraded to equal weight from overweight at Morgan Stanley
• Negative Sentiment: Critical analyst pieces highlight execution risks, EBITDA pressures and misconceptions — adds to cautious investor narratives and can pressure the multiple. Energy Transfer: A Stock With Many Problems And Misconceptions
• Negative Sentiment: Short-term market commentary notes a recent share dip and intraday weakness — reflects the aggregate effect of the negative items above and analyst caution. Energy Transfer LP (ET) Stock Sinks As Market Gains: Here’s Why

Insider Activity

In other Energy Transfer news, Director Kelcy L. Warren bought 1,000,000 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The stock was purchased at an average cost of $16.95 per share, with a total value of $16,950,000.00. Following the completion of the acquisition, the director owned 104,577,803 shares in the company, valued at $1,772,593,760.85. This trade represents a 0.97% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 3.28% of the stock is owned by company insiders.

Energy Transfer Price Performance

Shares of NYSE:ET opened at $16.40 on Monday. The firm has a market cap of $56.31 billion, a price-to-earnings ratio of 13.12, a P/E/G ratio of 0.99 and a beta of 0.65. The firm has a fifty day moving average price of $16.67 and a 200 day moving average price of $17.24. Energy Transfer LP has a fifty-two week low of $14.60 and a fifty-two week high of $21.45. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.14 and a current ratio of 1.41.

Energy Transfer (NYSE:ET) last announced its quarterly earnings results on Wednesday, November 5th. The pipeline company reported $0.28 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.34 by ($0.06). The company had revenue of $19.95 billion during the quarter, compared to the consensus estimate of $21.84 billion. Energy Transfer had a net margin of 5.66% and a return on equity of 10.71%. The business’s revenue was down 3.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.32 earnings per share. As a group, sell-side analysts expect that Energy Transfer LP will post 1.46 earnings per share for the current fiscal year.

Energy Transfer Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, November 19th. Shareholders of record on Friday, November 7th were paid a $0.3325 dividend. This represents a $1.33 dividend on an annualized basis and a yield of 8.1%. The ex-dividend date of this dividend was Friday, November 7th. This is a positive change from Energy Transfer’s previous quarterly dividend of $0.33. Energy Transfer’s dividend payout ratio is presently 106.40%.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on ET shares. Morgan Stanley cut their price objective on Energy Transfer from $21.00 to $19.00 and set an “overweight” rating for the company in a research note on Tuesday, December 2nd. Scotiabank dropped their price target on shares of Energy Transfer from $23.00 to $21.00 and set a “sector outperform” rating for the company in a research report on Thursday, November 13th. Weiss Ratings reissued a “buy (b-)” rating on shares of Energy Transfer in a research note on Thursday. UBS Group restated a “buy” rating and set a $22.00 target price on shares of Energy Transfer in a research note on Wednesday, October 15th. Finally, Barclays reaffirmed an “overweight” rating and issued a $25.00 target price on shares of Energy Transfer in a report on Wednesday, October 15th. Thirteen analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, Energy Transfer currently has an average rating of “Moderate Buy” and an average price target of $21.75.

Energy Transfer Company Profile

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.