Enterprise Products Partners (NYSE:EPD) Hits New 12-Month High After Strong Earnings

Enterprise Products Partners L.P. (NYSE:EPD) hit a new 52-week high during trading on Tuesday after the company announced better than expected quarterly earnings. The stock traded as high as $34.95 and last traded at $34.8260, with a volume of 5067587 shares changing hands. The stock had previously closed at $33.10.

The oil and gas producer reported $0.75 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.06. Enterprise Products Partners had a net margin of 10.92% and a return on equity of 19.40%. The firm had revenue of $13.79 billion during the quarter, compared to analysts’ expectations of $12.44 billion. During the same quarter in the previous year, the company posted $0.74 EPS. Enterprise Products Partners’s revenue was down 2.9% on a year-over-year basis.

Enterprise Products Partners Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be paid a dividend of $0.55 per share. This represents a $2.20 annualized dividend and a dividend yield of 6.3%. This is a boost from Enterprise Products Partners’s previous quarterly dividend of $0.55. The ex-dividend date of this dividend is Friday, January 30th. Enterprise Products Partners’s payout ratio is currently 83.02%.

Enterprise Products Partners declared that its board has initiated a stock repurchase plan on Thursday, October 30th that permits the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization permits the oil and gas producer to reacquire up to 7.4% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Key Headlines Impacting Enterprise Products Partners

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

• Positive Sentiment: Q4 earnings beat — EPD reported $0.75 EPS vs. ~$0.69 consensus and revenue of $13.79B vs. ~$12.44B expected, signaling better-than-expected profitability and top-line strength for the quarter. Read More.
• Positive Sentiment: Record pipeline volumes — Management cited record pipeline throughput/volumes, which supports fee-based earnings and margin stability for the partnership. Read More.
• Positive Sentiment: Return-of-capital shift — Company messaging and press coverage indicate a move from heavy growth spending toward larger share buybacks and higher yield, a capital-allocation shift that tends to please income and yield-focused investors. Read More.
• Neutral Sentiment: Conference call / management detail — The earnings call transcript and slide deck provide color on volumes, margins and buyback plans; useful for investors assessing sustainability of cash flow and distribution policy. Read More.
• Neutral Sentiment: Analyst/industry context — Coverage notes EPD as one of the more resilient pipeline MLPs amid sector headwinds; analysts expect modest FY2026 EPS (~2.9) but acknowledge macro and upstream capex uncertainty. Read More.
• Negative Sentiment: Revenue trend and industry risks — Despite the beat, revenue was down ~2.9% year-over-year; conservative upstream spending and broader industry headwinds could pressure future throughput and fee-based cash flow. Read More.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on EPD. Morgan Stanley lowered shares of Enterprise Products Partners from an “equal weight” rating to an “underweight” rating and set a $34.00 target price on the stock. in a research note on Thursday, December 18th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Enterprise Products Partners in a research note on Thursday, January 22nd. Stifel Nicolaus lifted their target price on shares of Enterprise Products Partners from $35.00 to $38.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Raymond James Financial downgraded Enterprise Products Partners from a “strong-buy” rating to an “outperform” rating and set a $36.00 price target on the stock. in a research note on Monday, January 5th. Finally, Scotiabank restated a “sector perform” rating on shares of Enterprise Products Partners in a research report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $34.77.

Insider Activity at Enterprise Products Partners

In other Enterprise Products Partners news, Director John R. Rutherford acquired 15,000 shares of the company’s stock in a transaction that occurred on Monday, December 29th. The shares were acquired at an average price of $32.09 per share, with a total value of $481,350.00. Following the purchase, the director owned 173,586 shares of the company’s stock, valued at $5,570,374.74. This represents a 9.46% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 32.60% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Enterprise Products Partners

Hedge funds have recently modified their holdings of the business. PMV Capital Advisers LLC bought a new stake in Enterprise Products Partners during the 4th quarter worth approximately $25,000. Winnow Wealth LLC acquired a new position in shares of Enterprise Products Partners in the second quarter valued at approximately $28,000. Traub Capital Management LLC bought a new stake in shares of Enterprise Products Partners during the second quarter worth $31,000. Palisade Asset Management LLC bought a new stake in shares of Enterprise Products Partners during the third quarter worth $31,000. Finally, Abich Financial Wealth Management LLC acquired a new stake in shares of Enterprise Products Partners during the third quarter worth $32,000. Institutional investors and hedge funds own 26.07% of the company’s stock.

Enterprise Products Partners Stock Performance

The stock’s 50 day moving average is $32.46 and its two-hundred day moving average is $31.79. The stock has a market capitalization of $74.99 billion, a price-to-earnings ratio of 13.08, a price-to-earnings-growth ratio of 2.32 and a beta of 0.60. The company has a current ratio of 0.88, a quick ratio of 0.60 and a debt-to-equity ratio of 1.04.

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.