US Capital Advisors Estimates Energy Transfer Q1 Earnings

Energy Transfer LP (NYSE:ET) – US Capital Advisors cut their Q1 2026 earnings per share (EPS) estimates for shares of Energy Transfer in a report issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will post earnings of $0.29 per share for the quarter, down from their prior estimate of $0.34. The consensus estimate for Energy Transfer’s current full-year earnings is $1.46 per share. US Capital Advisors also issued estimates for Energy Transfer’s Q2 2026 earnings at $0.28 EPS, Q3 2026 earnings at $0.28 EPS, Q4 2026 earnings at $0.31 EPS, FY2026 earnings at $1.17 EPS, Q1 2027 earnings at $0.30 EPS, FY2027 earnings at $1.26 EPS and FY2028 earnings at $1.29 EPS.

Energy Transfer (NYSE:ET) last issued its quarterly earnings data on Tuesday, February 17th. The pipeline company reported $0.25 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.34 by ($0.09). Energy Transfer had a return on equity of 10.17% and a net margin of 5.11%.The company had revenue of $25.32 billion for the quarter, compared to the consensus estimate of $23.56 billion. During the same quarter last year, the business earned $0.29 earnings per share. Energy Transfer’s revenue was up 29.6% compared to the same quarter last year.

Several other equities research analysts have also recently weighed in on the stock. Barclays reiterated an “overweight” rating and set a $22.00 price objective (down from $25.00) on shares of Energy Transfer in a research report on Monday, January 12th. Royal Bank Of Canada raised shares of Energy Transfer to a “moderate buy” rating in a research report on Monday, December 15th. Jefferies Financial Group reissued a “hold” rating on shares of Energy Transfer in a research report on Wednesday, February 18th. Scotiabank restated an “outperform” rating on shares of Energy Transfer in a research report on Friday, January 16th. Finally, Wells Fargo & Company raised their target price on Energy Transfer from $23.00 to $25.00 and gave the stock an “overweight” rating in a research note on Friday, March 13th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $21.60.

Energy Transfer Stock Down 0.1%

Energy Transfer stock opened at $19.20 on Wednesday. The firm has a market cap of $66.04 billion, a price-to-earnings ratio of 15.86, a PEG ratio of 1.07 and a beta of 0.63. Energy Transfer has a 52-week low of $14.60 and a 52-week high of $19.47. The company has a debt-to-equity ratio of 1.50, a quick ratio of 0.90 and a current ratio of 1.22. The firm has a 50 day moving average price of $18.47 and a two-hundred day moving average price of $17.37.

Energy Transfer Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Friday, February 6th were issued a dividend of $0.335 per share. The ex-dividend date of this dividend was Friday, February 6th. This represents a $1.34 dividend on an annualized basis and a yield of 7.0%. This is an increase from Energy Transfer’s previous quarterly dividend of $0.33. Energy Transfer’s dividend payout ratio is presently 110.74%.

Institutional Trading of Energy Transfer

Several institutional investors and hedge funds have recently modified their holdings of the stock. Morgan Stanley increased its holdings in Energy Transfer by 41.6% during the fourth quarter. Morgan Stanley now owns 86,310,272 shares of the pipeline company’s stock worth $1,423,256,000 after buying an additional 25,366,594 shares during the last quarter. CIBC Bancorp USA Inc. purchased a new position in Energy Transfer in the third quarter valued at about $264,309,000. Alps Advisors Inc. boosted its stake in Energy Transfer by 8.0% in the fourth quarter. Alps Advisors Inc. now owns 83,843,087 shares of the pipeline company’s stock valued at $1,382,573,000 after acquiring an additional 6,192,066 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of Energy Transfer by 9.3% during the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,353,476 shares of the pipeline company’s stock valued at $387,139,000 after acquiring an additional 1,825,391 shares during the period. Finally, Invesco Ltd. grew its position in shares of Energy Transfer by 3.2% during the 3rd quarter. Invesco Ltd. now owns 57,862,666 shares of the pipeline company’s stock valued at $992,923,000 after acquiring an additional 1,773,042 shares during the period. 38.22% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Energy Transfer

Here are the key news stories impacting Energy Transfer this week:

• Positive Sentiment: Truist (and media reports) initiated coverage with a buy/strong‑buy and set a $23 price target (≈20% upside vs. the current level) — a catalyst that can draw inflows and support the stock. Truist Initiates Coverage
• Positive Sentiment: Sector/stock bullish writeups highlight ET’s large pipeline of commercially secured expansion projects and potential demand tailwinds (e.g., data centers), reinforcing longer‑term growth and income narratives for income‑oriented investors. Fool: Iran Talks / Energy Picks
• Neutral Sentiment: Media interest and screens are highlighting ET as a “most‑watched” stock, which can increase short‑term volatility and trading volume but doesn’t by itself change fundamentals. Yahoo: Most‑Watched Stock
• Neutral Sentiment: Bullish commentary from independent investors/analysts argues ET remains undervalued on cash flow and growth projects; useful context for long‑term investors but not an immediate earnings catalyst. Seeking Alpha: Undervalued Thesis
• Negative Sentiment: US Capital Advisors cut multiple 2026–2027 quarterly and full‑year EPS forecasts (FY2026 lowered from $1.34 to $1.17; FY2027 trimmed to $1.26 from $1.43; Q1–Q4 2026 quarterly cuts), which directly pressures near‑term earnings expectations and could temper trader sentiment. These downward revisions are the primary short‑term bearish driver. (Source: firm research summaries)

Energy Transfer Company Profile

Energy Transfer (NYSE: ET) is a Dallas-based midstream energy company that develops and operates infrastructure for the transportation, storage and processing of hydrocarbons. The company’s operations focus on moving and storing natural gas, natural gas liquids (NGLs), crude oil and refined products through an integrated network of pipelines, terminals, storage facilities and processing plants. Energy Transfer provides core midstream services such as gathering, compression, fractionation, processing, and bulk transportation to support production and downstream supply chains.

Its asset base spans an extensive network across the United States, connecting producing regions, processing centers, petrochemical hubs and coastal and inland markets.