CVA Family Office LLC Has $90,000 Stock Position in Energy Transfer LP $ET

CVA Family Office LLC reduced its stake in Energy Transfer LP (NYSE:ETFree Report) by 94.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,435 shares of the pipeline company’s stock after selling 95,918 shares during the period. CVA Family Office LLC’s holdings in Energy Transfer were worth $90,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of ET. CIBC Bancorp USA Inc. acquired a new stake in Energy Transfer in the 3rd quarter valued at $264,309,000. Alps Advisors Inc. raised its stake in Energy Transfer by 4.5% during the third quarter. Alps Advisors Inc. now owns 77,651,021 shares of the pipeline company’s stock worth $1,332,492,000 after acquiring an additional 3,366,734 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Energy Transfer by 9.3% during the second 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. Invesco Ltd. lifted its holdings in shares of Energy Transfer by 3.2% during the third 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. Finally, Jump Financial LLC boosted its stake in shares of Energy Transfer by 2,687.9% in the 2nd quarter. Jump Financial LLC now owns 1,791,358 shares of the pipeline company’s stock valued at $32,477,000 after purchasing an additional 1,727,104 shares in the last quarter. Institutional investors own 38.22% of the company’s stock.

Energy Transfer Stock Performance

Shares of NYSE:ET opened at $19.41 on Friday. The business has a fifty day moving average of $18.51 and a 200-day moving average of $17.39. The company has a debt-to-equity ratio of 1.50, a quick ratio of 0.90 and a current ratio of 1.22. Energy Transfer LP has a twelve month low of $14.60 and a twelve month high of $19.47. The firm has a market cap of $66.78 billion, a PE ratio of 16.04, a price-to-earnings-growth ratio of 1.07 and a beta of 0.63.

Energy Transfer (NYSE:ETGet Free Report) last issued its quarterly earnings results on Tuesday, February 17th. The pipeline company reported $0.25 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.34 by ($0.09). The company had revenue of $25.32 billion for the quarter, compared to analyst estimates of $23.56 billion. Energy Transfer had a return on equity of 10.17% and a net margin of 5.11%.The firm’s quarterly revenue was up 29.6% on a year-over-year basis. During the same quarter last year, the company earned $0.29 EPS. On average, equities research analysts predict that Energy Transfer LP will post 1.46 EPS for the current fiscal year.

Energy Transfer Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Friday, February 6th were given a dividend of $0.335 per share. The ex-dividend date was Friday, February 6th. This is a positive change from Energy Transfer’s previous quarterly dividend of $0.33. This represents a $1.34 dividend on an annualized basis and a dividend yield of 6.9%. Energy Transfer’s dividend payout ratio (DPR) is currently 110.74%.

Key Stories Impacting Energy Transfer

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

  • Positive Sentiment: Truist Securities initiated coverage of Energy Transfer with a buy/strong‑buy recommendation, a clear catalyst that typically supports share gains by attracting investor interest and capital. Truist initiates coverage
  • Positive Sentiment: Zacks highlighted that Energy Transfer outperformed the broader market on the session—an observation that cited the recent analyst upgrade and the company’s visible growth projects as reasons investors rotated into ET. Why the Market Dipped But ET Gained
  • Positive Sentiment: The Motley Fool included Energy Transfer among energy names singled out as attractive amid potential oil‑price volatility, noting ET’s commercially secured expansion projects — supportive for medium‑term growth expectations. Fool: 3 Energy Stocks
  • Neutral Sentiment: Sector note: Oneok (OKE) has rallied since its results, a reminder that pipeline peers’ moves and commodity price action can spill over into ET trading — a sector dynamic investors should watch but that isn’t specific to ET’s fundamentals. Oneok sector note
  • Negative Sentiment: US Capital Advisors cut multiple near‑term and medium‑term EPS estimates for Energy Transfer (Q1–Q4 2026 and FY2026/FY2027), lowering FY2026 to ~$1.17 from prior forecasts — a downward revision that could weigh on sentiment if other shops follow. US Capital Advisors cuts estimates

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on ET shares. TD Cowen upped their target price on shares of Energy Transfer from $20.00 to $21.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Scotiabank reissued an “outperform” rating on shares of Energy Transfer in a report on Friday, January 16th. UBS Group restated a “buy” rating on shares of Energy Transfer in a research report on Wednesday, January 7th. Jefferies Financial Group reaffirmed a “hold” rating on shares of Energy Transfer in a research note on Wednesday, February 18th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Energy Transfer in a research note on Wednesday, December 24th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $21.60.

Read Our Latest Research Report on ET

Energy Transfer Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for Energy Transfer (NYSE:ET)

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