Enbridge Target of Unusually Large Options Trading (NYSE:ENB)

Enbridge Inc (NYSE:ENB) (TSE:ENB) saw some unusual options trading activity on Wednesday. Stock traders bought 20,216 put options on the company. This represents an increase of 1,036% compared to the typical volume of 1,779 put options.

Institutional Investors Weigh In On Enbridge

Hedge funds and other institutional investors have recently modified their holdings of the stock. Independent Advisor Alliance boosted its stake in shares of Enbridge by 2.9% during the fourth quarter. Independent Advisor Alliance now owns 105,162 shares of the pipeline company’s stock valued at $5,030,000 after purchasing an additional 3,001 shares during the period. World Investment Advisors raised its stake in shares of Enbridge by 44.2% during the fourth quarter. World Investment Advisors now owns 36,411 shares of the pipeline company’s stock valued at $1,742,000 after acquiring an additional 11,164 shares during the last quarter. Northeast Investment Management bought a new stake in shares of Enbridge in the fourth quarter worth about $894,000. Meridian Wealth Management LLC raised its position in Enbridge by 11.7% during the 4th quarter. Meridian Wealth Management LLC now owns 10,404 shares of the pipeline company’s stock valued at $498,000 after purchasing an additional 1,088 shares during the last quarter. Finally, Valeo Financial Advisors LLC grew its position in shares of Enbridge by 7.2% in the 4th quarter. Valeo Financial Advisors LLC now owns 6,377 shares of the pipeline company’s stock worth $305,000 after buying an additional 429 shares during the last quarter. Institutional investors own 54.60% of the company’s stock.

Analyst Ratings Changes

Several research firms have issued reports on ENB. Weiss Ratings cut shares of Enbridge from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 26th. Cibc World Mkts cut shares of Enbridge from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 9th. National Bankshares reiterated a “sector perform” rating on shares of Enbridge in a research report on Monday, November 10th. BMO Capital Markets restated a “market perform” rating on shares of Enbridge in a research report on Monday, November 10th. Finally, Scotiabank raised Enbridge from a “sector perform” rating to a “sector outperform” rating in a report on Friday, January 16th. Five analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $63.00.

Trending Headlines about Enbridge

Here are the key news stories impacting Enbridge this week:

• Positive Sentiment: Federal energy regulator recommends approval of an Enbridge pipeline expansion, which improves the outlook for future cash flow and capacity growth and reduces regulatory uncertainty around that project. Federal energy regulator recommends approval of Enbridge pipeline expansion
• Positive Sentiment: The U.S. Justice Department filed to weigh in on Line 5 litigation — a federal-level filing that could bolster Enbridge’s legal arguments (for example, federal preemption/interest) and increase the probability of a favorable outcome for continued operations or quicker resolution. U.S. Justice Department weighs in on Enbridge Line 5 litigation
• Positive Sentiment: Investor commentary is emphasizing Enbridge’s attractive yield and reiterated guidance (Adjusted EBITDA and DCF/share targets), reinforcing the income thesis and steady cash-flow expectations that support the dividend. This bull case is being highlighted in recent analyst/commentary pieces. Enbridge: The 6% Dividend Yield Is Still Very Attractive
• Positive Sentiment: Market-note coverage observed ENB rising while the broader market declined, signaling relative strength and short-term buying interest. That intra-day strength is consistent with the regulatory and dividend-positive headlines. Enbridge (ENB) Advances While Market Declines
• Neutral Sentiment: Analyst model update: US Capital Advisors trimmed FY2026 EPS slightly (from $2.15 to $2.14) — effectively a rounding change that leaves consensus intact and is unlikely to materially change the dividend/cash-flow story. MarketBeat ENB coverage (analyst note)
• Negative Sentiment: Legal risk remains: a Traverse City nonprofit filed a reply brief in the Michigan Supreme Court regarding the Line 5 tunnel permit, keeping state-level challenges and timing risk alive — this could delay approvals or create operational/legal costs if unfavorable rulings persist. Traverse City Nonprofit Files Reply Brief in Line 5 tunnel permit case

Enbridge Price Performance

Shares of Enbridge stock opened at $50.15 on Thursday. The firm has a market capitalization of $109.41 billion, a PE ratio of 27.55 and a beta of 0.69. The company has a current ratio of 0.80, a quick ratio of 0.68 and a debt-to-equity ratio of 1.64. Enbridge has a 12 month low of $39.73 and a 12 month high of $50.54. The business’s 50-day moving average price is $47.52 and its 200-day moving average price is $47.66.

Enbridge (NYSE:ENB) (TSE:ENB) last issued its earnings results on Friday, November 7th. The pipeline company reported $0.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.39 by ($0.06). The firm had revenue of $7 billion during the quarter, compared to analysts’ expectations of $8.45 billion. Enbridge had a return on equity of 10.51% and a net margin of 9.20%.During the same period in the prior year, the company earned $0.55 EPS. Sell-side analysts forecast that Enbridge will post 2.14 EPS for the current fiscal year.

Enbridge Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Sunday, March 1st. Shareholders of record on Tuesday, February 17th will be given a dividend of $0.97 per share. The ex-dividend date is Tuesday, February 17th. This is a positive change from Enbridge’s previous quarterly dividend of $0.94. This represents a $3.88 annualized dividend and a yield of 7.7%. Enbridge’s dividend payout ratio (DPR) is currently 147.80%.

Enbridge Company Profile

Enbridge Inc is a Calgary, Alberta–based energy infrastructure company that develops, owns and operates a diversified portfolio of energy transportation, distribution and generation assets. Its core activities include the operation of crude oil and liquids pipelines, natural gas transmission and distribution systems, and energy storage facilities. In addition to midstream transportation and storage, Enbridge has expanded into renewable power generation and energy transition projects, including wind, solar and utility-scale generation assets.

The company serves customers primarily in Canada and the United States and has interests in other international energy projects.