Diversified Trust Co. purchased a new position in Energy Transfer LP (NYSE:ET – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 41,757 shares of the pipeline company’s stock, valued at approximately $689,000.
Other institutional investors have also recently added to or reduced their stakes in the company. HBK Sorce Advisory LLC increased its position in shares of Energy Transfer by 3.4% in the 3rd quarter. HBK Sorce Advisory LLC now owns 19,018 shares of the pipeline company’s stock worth $321,000 after purchasing an additional 628 shares during the last quarter. Magnus Financial Group LLC lifted its position in shares of Energy Transfer by 2.0% during the third quarter. Magnus Financial Group LLC now owns 31,430 shares of the pipeline company’s stock worth $539,000 after purchasing an additional 629 shares during the last quarter. Perigon Wealth Management LLC grew its stake in Energy Transfer by 1.7% in the third quarter. Perigon Wealth Management LLC now owns 39,585 shares of the pipeline company’s stock worth $679,000 after purchasing an additional 644 shares in the last quarter. Veracity Capital LLC grew its stake in Energy Transfer by 1.9% in the third quarter. Veracity Capital LLC now owns 36,791 shares of the pipeline company’s stock worth $631,000 after purchasing an additional 689 shares in the last quarter. Finally, Modern Wealth Management LLC increased its holdings in Energy Transfer by 5.2% in the third quarter. Modern Wealth Management LLC now owns 14,280 shares of the pipeline company’s stock valued at $245,000 after buying an additional 701 shares during the last quarter. 38.22% of the stock is owned by institutional investors and hedge funds.
More Energy Transfer News
Here are the key news stories impacting Energy Transfer this week:
- Positive Sentiment: Analysts and retail outlets are re‑assessing ET after a recent multi‑period upswing in the unit price, pushing the partnership back onto investor radar for its income profile and perceived value. This coverage helps explain buying interest and short‑term momentum. Reassessing Energy Transfer (ET) Valuation After Its Recent Unit Price Upswing
- Positive Sentiment: Investor commentary highlights ET as a defensive income play that can perform regardless of big swings in oil prices thanks to fee‑based midstream cash flows and a high yield, which likely attracts yield‑seeking buyers. 1 Stock That Wins Whether Oil Goes to $120 or $60
- Positive Sentiment: Coverage emphasizing ET’s rising dividend and total‑return case (annual payout noted) is contributing to demand from income investors, supporting the recent price appreciation. 1 Reason Energy Transfer Could Be the Best Dividend Stock of 2026
- Neutral Sentiment: Market commentators and Zacks pointed out that while the broader market dipped, ET outperformed intraday — a sign of sector/flow dynamics rather than a clear fundamental catalyst. This suggests relative safety/rotation into pipelines. Why the Market Dipped But Energy Transfer LP (ET) Gained Today
- Neutral Sentiment: New coverage initiations and notes from firms such as Truist and US Capital Advisors have increased the flow of published research; impact depends on the tone of those reports but they raise visibility. Energy Transfer (NYSE:ET) Coverage Initiated at Truist Financial
- Negative Sentiment: Long‑standing investor Abrams Capital trimmed its stake in ET, which could be viewed as a cautionary signal by some investors even though the hedge fund remains a long‑term holder. That trimming may cap upside for some buyers. Energy Transfer LP (ET): Billionaire David Abrams Trims Stake
- Neutral Sentiment: Live quote and quoting pages continue to circulate (market data feeds), useful for traders but not a direct fundamental driver. energy transfer operating lp – ET
Analysts Set New Price Targets
Get Our Latest Stock Report on Energy Transfer
Energy Transfer Price Performance
Shares of ET opened at $19.66 on Friday. Energy Transfer LP has a 12 month low of $14.60 and a 12 month high of $19.82. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.22 and a quick ratio of 0.90. The stock has a fifty day moving average price of $18.55 and a 200 day moving average price of $17.41. The company has a market cap of $67.62 billion, a P/E ratio of 16.24, a PEG ratio of 1.09 and a beta of 0.63.
Energy Transfer (NYSE:ET – Get Free Report) last posted its earnings results 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 net margin of 5.11% and a return on equity of 10.17%. The company had revenue of $25.32 billion during the quarter, compared to the consensus estimate of $23.56 billion. During the same quarter in the previous year, the business posted $0.29 earnings per share. The business’s quarterly revenue was up 29.6% compared to the same quarter last year. On average, research analysts forecast that Energy Transfer LP will post 1.46 earnings per share for the current year.
Energy Transfer Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Friday, February 6th were given a $0.335 dividend. The ex-dividend date was Friday, February 6th. This represents a $1.34 annualized dividend and a yield of 6.8%. This is a boost from Energy Transfer’s previous quarterly dividend of $0.33. Energy Transfer’s payout ratio is 110.74%.
Energy Transfer 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.
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