Bessemer Group Inc. Cuts Stock Holdings in Enterprise Products Partners L.P. $EPD

Bessemer Group Inc. reduced its stake in Enterprise Products Partners L.P. (NYSE:EPD) by 17.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 84,610 shares of the oil and gas producer’s stock after selling 17,729 shares during the period. Bessemer Group Inc.’s holdings in Enterprise Products Partners were worth $2,646,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Winnow Wealth LLC purchased a new position in shares of Enterprise Products Partners in the 2nd quarter valued at about $28,000. Traub Capital Management LLC purchased a new stake in shares of Enterprise Products Partners during the second quarter worth approximately $31,000. Financial Consulate Inc. acquired a new stake in Enterprise Products Partners in the third quarter valued at approximately $33,000. Davis Capital Management purchased a new position in Enterprise Products Partners in the third quarter worth approximately $45,000. Finally, Kestra Investment Management LLC acquired a new position in Enterprise Products Partners during the 2nd quarter worth approximately $48,000. 26.07% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Enterprise Products Partners

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

• Positive Sentiment: Record Q4 results beat expectations and pushed shares higher after the release; multiple headlines reported the stock trading up and reaching a 12‑month high following the earnings beat. Enterprise Products Partners (NYSE:EPD) Trading Up 4.7% After Earnings Beat
• Positive Sentiment: Management signaled larger buybacks and elevated capital returns, which could boost distribution per unit and support valuation — a key reason some investors are bullish on near‑term income upside. Enterprise Products Partners’ Monster Payout Could Get Even Bigger
• Positive Sentiment: Analysts increased targets and highlighted upside potential after results — Wells Fargo raised its price target to $38 (equal weight), signaling modest upside from current levels. Wells Fargo raises price target to $38
• Neutral Sentiment: Consensus broker view remains mixed-to-favorable: MarketBeat reports an average “Moderate Buy” across ~16 brokerages (buys, holds and a few sells), so analyst opinion is supportive but not unanimous. Enterprise Products Partners L.P. (NYSE:EPD) Given Average Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Analyst views are mixed: some (e.g., RBC) stuck with Buy ratings and conservative targets, while others (Scotiabank) maintain Hold — creating divergent near‑term expectations. Enterprise Products (EPD) Faces Mixed Analyst Views
• Negative Sentiment: US Capital Advisors trimmed FY2027 EPS estimates (from $3.21 to $3.13), indicating some analysts see slower forward earnings — a potential headwind for multiple expansion if others follow. Research Analysts Offer Predictions for EPD FY2025 Earnings / Analyst estimate note

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. Royal Bank Of Canada restated an “outperform” rating and issued a $40.00 price objective on shares of Enterprise Products Partners in a report on Wednesday. Jefferies Financial Group reissued a “hold” rating and issued a $34.00 target price on shares of Enterprise Products Partners in a report on Wednesday. Citigroup reaffirmed a “buy” rating and set a $39.00 price target (up from $36.00) on shares of Enterprise Products Partners in a report on Wednesday. TD Cowen increased their price objective on Enterprise Products Partners from $33.00 to $34.00 and gave the company a “hold” rating in a report on Wednesday, February 4th. Finally, Wells Fargo & Company boosted their target price on Enterprise Products Partners from $36.00 to $38.00 and gave the stock an “equal weight” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $36.00.

Insider Activity at Enterprise Products Partners

In other news, Director John R. Rutherford acquired 15,000 shares of the company’s stock in a transaction that occurred on Monday, December 29th. The stock was purchased at an average cost of $32.09 per share, with a total value of $481,350.00. Following the purchase, the director directly owned 173,586 shares of the company’s stock, valued at approximately $5,570,374.74. This trade represents a 9.46% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through the SEC website. 32.60% of the stock is owned by company insiders.

Enterprise Products Partners Stock Down 0.4%

EPD opened at $34.93 on Monday. Enterprise Products Partners L.P. has a 52 week low of $27.77 and a 52 week high of $35.55. The business has a 50 day moving average price of $32.61 and a two-hundred day moving average price of $31.87. The company has a quick ratio of 0.60, a current ratio of 0.88 and a debt-to-equity ratio of 1.04. The company has a market cap of $75.56 billion, a PE ratio of 13.13, a P/E/G ratio of 2.46 and a beta of 0.60.

Enterprise Products Partners (NYSE:EPD) last announced its quarterly earnings data on Tuesday, February 3rd. The oil and gas producer reported $0.75 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.06. The company had revenue of $13.79 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was down 2.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.74 EPS. As a group, research analysts anticipate that Enterprise Products Partners L.P. will post 2.9 EPS for the current year.

Enterprise Products Partners Increases Dividend

The business 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 represents a $2.20 dividend on an annualized basis and a dividend yield of 6.3%. The ex-dividend date is Friday, January 30th. This is a positive change from Enterprise Products Partners’s previous quarterly dividend of $0.55. Enterprise Products Partners’s payout ratio is 82.71%.

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

Enterprise Products Partners Company Profile

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.