Enterprise Products Partners (NYSE:EPD) Shares Up 4.7% on Better-Than-Expected Earnings

Enterprise Products Partners L.P. (NYSE:EPD) shares traded up 4.7% during mid-day trading on Tuesday after the company announced better than expected quarterly earnings. The company traded as high as $35.08 and last traded at $34.6650. 15,350,425 shares changed hands during trading, an increase of 212% from the average session volume of 4,922,558 shares. The stock had previously closed at $33.10.

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

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 given a dividend of $0.55 per share. This is an increase from Enterprise Products Partners’s previous quarterly dividend of $0.55. The ex-dividend date is Friday, January 30th. This represents a $2.20 dividend on an annualized basis and a dividend yield of 6.3%. Enterprise Products Partners’s dividend payout ratio (DPR) is presently 83.02%.

Enterprise Products Partners declared that its board has approved a share repurchase plan on Thursday, October 30th that permits the company to buyback $5.00 billion in shares. This buyback authorization permits the oil and gas producer to repurchase up to 7.4% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board of directors believes its shares are undervalued.

Key Stories 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

EPD has been the subject of several recent analyst reports. Raymond James Financial cut Enterprise Products Partners from a “strong-buy” rating to an “outperform” rating and set a $36.00 target price for the company. in a research report on Monday, January 5th. Stifel Nicolaus boosted their price objective on Enterprise Products Partners from $35.00 to $38.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Citigroup restated a “buy” rating and issued a $36.00 price objective (up from $35.00) on shares of Enterprise Products Partners in a research report on Tuesday, December 16th. UBS Group reiterated a “buy” rating on shares of Enterprise Products Partners in a research report on Tuesday, December 16th. Finally, JPMorgan Chase & Co. reissued a “neutral” rating and issued a $35.00 price target on shares of Enterprise Products Partners in a research note on Monday, December 1st. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $34.77.

Insider Transactions at Enterprise Products Partners

In other Enterprise Products Partners news, Director John R. Rutherford purchased 15,000 shares of Enterprise Products Partners stock in a transaction on Monday, December 29th. The shares were acquired at an average cost of $32.09 per share, for a total transaction of $481,350.00. Following the completion of the transaction, the director directly owned 173,586 shares of the company’s stock, valued at approximately $5,570,374.74. The trade was a 9.46% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this hyperlink. 32.60% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Enterprise Products Partners

Institutional investors and hedge funds have recently made changes to their positions in the business. PMV Capital Advisers LLC bought a new stake in Enterprise Products Partners in the fourth quarter worth $25,000. Winnow Wealth LLC purchased a new position in shares of Enterprise Products Partners in the second quarter worth about $28,000. Traub Capital Management LLC bought a new stake in shares of Enterprise Products Partners in the 2nd quarter valued at about $31,000. Palisade Asset Management LLC purchased a new stake in Enterprise Products Partners during the 3rd quarter valued at about $31,000. Finally, Abich Financial Wealth Management LLC bought a new position in Enterprise Products Partners during the 3rd quarter worth approximately $32,000. Institutional investors own 26.07% of the company’s stock.

Enterprise Products Partners Stock Up 4.7%

The company has a current ratio of 0.88, a quick ratio of 0.60 and a debt-to-equity ratio of 1.04. The stock has a 50 day simple moving average of $32.46 and a 200 day simple moving average of $31.79. The firm has a market capitalization of $74.99 billion, a PE ratio of 13.08, a PEG ratio of 2.32 and a beta of 0.60.

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.