Enterprise Products Partners (NYSE:EPD) Stock Price Up 1.6% on Better-Than-Expected Earnings

Shares of Enterprise Products Partners L.P. (NYSE:EPD) traded up 1.6% during mid-day trading on Wednesday following a stronger than expected earnings report. The stock traded as high as $35.35 and last traded at $35.18. 10,179,891 shares traded hands during trading, an increase of 98% from the average session volume of 5,151,387 shares. The stock had previously closed at $34.63.

The oil and gas producer reported $0.75 EPS for the quarter, beating the consensus estimate of $0.69 by $0.06. The firm had revenue of $13.79 billion during the quarter, compared to analyst estimates of $12.44 billion. Enterprise Products Partners had a net margin of 11.05% and a return on equity of 19.43%. Enterprise Products Partners’s revenue was down 2.9% on a year-over-year basis. During the same period last year, the firm posted $0.74 EPS.

Enterprise Products Partners Increases Dividend

The business also recently disclosed 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. The ex-dividend date is Friday, January 30th. This is an increase from Enterprise Products Partners’s previous quarterly dividend of $0.55. This represents a $2.20 annualized dividend and a dividend yield of 6.3%. Enterprise Products Partners’s payout ratio is presently 83.02%.

Enterprise Products Partners announced that its Board of Directors has authorized a share repurchase plan on Thursday, October 30th that authorizes the company to buyback $5.00 billion in outstanding shares. This buyback authorization authorizes the oil and gas producer to purchase up to 7.4% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board of directors believes its shares are undervalued.

Enterprise Products Partners News Summary

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

• Positive Sentiment: Q4 beat on EPS and revenue — EPD reported $0.75 EPS vs. $0.69 expected and revenue above estimates, driven by higher volumes and better-than-expected results. Enterprise Reports Fourth Quarter 2025 Earnings (press release / slide deck)
• Positive Sentiment: Record EBITDA and bigger share buybacks — coverage notes management increased capital returns and buybacks after strong results, which supports distributions and shareholder value. How Record EBITDA and Bigger Buybacks Will Impact Enterprise Products Partners (EPD) Investors
• Positive Sentiment: Pipeline throughput hit new highs — record pipeline volumes helped beat topline forecasts and point to strength in fee-earning businesses. Enterprise Products Partners beats estimates with record pipeline volumes
• Neutral Sentiment: Industry outlook: Zacks highlights EPD among pipeline MLPs that are weathering headwinds — supportive context but not a catalyst by itself. Zacks Industry Outlook Highlights Enterprise Products Partners, Energy Transfer and Plains All American Pipeline
• Neutral Sentiment: High trading activity — intraday volume is roughly double the average, indicating active repositioning by investors after the prints. MarketBeat EPD quote & trading data
• Negative Sentiment: Analyst pricing context: TD Cowen raised its price target to $34 but maintained a “hold” rating, which implies limited near-term upside from current levels. EPD price target raised by TD Cowen (The Fly)
• Negative Sentiment: Mixed/trimmed forecasts: some brokers (US Capital Advisors) made small downward tweaks to FY2026 estimates — modestly negative for forward EPS expectations. MarketBeat: analyst estimate updates for EPD

Wall Street Analysts Forecast Growth

Several research firms have weighed in on EPD. Barclays reiterated an “overweight” rating and set a $38.00 price target (up previously from $35.00) on shares of Enterprise Products Partners in a research note on Wednesday. The Goldman Sachs Group reiterated a “neutral” rating and issued a $32.00 target price on shares of Enterprise Products Partners in a research report on Friday, December 19th. Citigroup reiterated a “buy” rating and issued a $39.00 price target (up previously from $36.00) on shares of Enterprise Products Partners in a report on Wednesday. Jefferies Financial Group restated a “hold” rating and set a $34.00 price objective on shares of Enterprise Products Partners in a research note on Wednesday. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $40.00 price objective on shares of Enterprise Products Partners in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $35.62.

Insider Activity

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

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Moneco Advisors LLC grew its position in shares of Enterprise Products Partners by 0.7% during the 4th quarter. Moneco Advisors LLC now owns 118,372 shares of the oil and gas producer’s stock valued at $3,795,000 after acquiring an additional 818 shares during the period. Stonebridge Financial Group LLC MO purchased a new position in Enterprise Products Partners during the fourth quarter worth approximately $225,000. Independent Advisor Alliance grew its holdings in Enterprise Products Partners by 41.9% in the fourth quarter. Independent Advisor Alliance now owns 188,658 shares of the oil and gas producer’s stock valued at $6,048,000 after purchasing an additional 55,729 shares during the period. World Investment Advisors increased its position in shares of Enterprise Products Partners by 63.9% in the fourth quarter. World Investment Advisors now owns 84,457 shares of the oil and gas producer’s stock valued at $2,708,000 after buying an additional 32,940 shares in the last quarter. Finally, Northeast Investment Management raised its stake in shares of Enterprise Products Partners by 297.8% during the 4th quarter. Northeast Investment Management now owns 26,849 shares of the oil and gas producer’s stock worth $861,000 after buying an additional 20,100 shares during the period. Institutional investors and hedge funds own 26.07% of the company’s stock.

Enterprise Products Partners Stock Up 1.6%

The business has a 50-day moving average price of $32.51 and a 200-day moving average price of $31.82. The stock has a market cap of $76.11 billion, a PE ratio of 13.23, a price-to-earnings-growth ratio of 2.43 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.