Carrera Capital Advisors Invests $689,000 in Energy Transfer LP $ET

Carrera Capital Advisors acquired a new position in shares of Energy Transfer LP (NYSE:ET) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 41,803 shares of the pipeline company’s stock, valued at approximately $689,000.

Several other institutional investors also recently modified their holdings of ET. Brighton Jones LLC increased its stake in shares of Energy Transfer by 93.4% during the 4th quarter. Brighton Jones LLC now owns 24,530 shares of the pipeline company’s stock worth $481,000 after purchasing an additional 11,844 shares during the last quarter. AQR Capital Management LLC increased its stake in shares of Energy Transfer by 62.8% during the 1st quarter. AQR Capital Management LLC now owns 21,041 shares of the pipeline company’s stock worth $391,000 after purchasing an additional 8,118 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Energy Transfer by 6.2% during the 2nd quarter. Geode Capital Management LLC now owns 135,395 shares of the pipeline company’s stock worth $2,455,000 after purchasing an additional 7,901 shares during the last quarter. Russell Investments Group Ltd. increased its stake in shares of Energy Transfer by 436.5% during the 2nd quarter. Russell Investments Group Ltd. now owns 4,179 shares of the pipeline company’s stock worth $76,000 after purchasing an additional 3,400 shares during the last quarter. Finally, Guggenheim Capital LLC increased its stake in shares of Energy Transfer by 5.6% during the 2nd quarter. Guggenheim Capital LLC now owns 50,919 shares of the pipeline company’s stock worth $923,000 after purchasing an additional 2,700 shares during the last quarter. 38.22% of the stock is currently owned by institutional investors and hedge funds.

Energy Transfer Stock Performance

Shares of ET stock opened at $19.42 on Wednesday. The company has a market capitalization of $66.79 billion, a price-to-earnings ratio of 16.05, a PEG ratio of 1.05 and a beta of 0.62. 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 company has a 50-day simple moving average of $18.95 and a 200 day simple moving average of $17.70. Energy Transfer LP has a 52 week low of $15.80 and a 52 week high of $19.85.

Energy Transfer (NYSE:ET) last announced its earnings results on Tuesday, February 17th. The pipeline company reported $0.25 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 the consensus estimate of $23.56 billion. Energy Transfer had a return on equity of 10.17% and a net margin of 5.11%.The business’s quarterly revenue was up 29.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.29 EPS. On average, sell-side analysts predict that Energy Transfer LP will post 1.5 earnings per share for the current year.

Energy Transfer Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Investors of record on Friday, May 8th will be issued a dividend of $0.3375 per share. This represents a $1.35 annualized dividend and a dividend yield of 7.0%. The ex-dividend date of this dividend is Friday, May 8th. This is a positive change from Energy Transfer’s previous quarterly dividend of $0.34. Energy Transfer’s payout ratio is presently 110.74%.

Analyst Ratings Changes

Several research analysts have recently weighed in on ET shares. Barclays restated an “overweight” rating and set a $22.00 price objective (down from $25.00) on shares of Energy Transfer in a research note on Monday, January 12th. Jefferies Financial Group restated a “hold” rating on shares of Energy Transfer in a research note on Wednesday, February 18th. Wells Fargo & Company boosted their price objective on shares of Energy Transfer from $23.00 to $25.00 and gave the stock an “overweight” rating in a research note on Friday, March 13th. UBS Group reaffirmed a “buy” rating on shares of Energy Transfer in a report on Wednesday, January 7th. Finally, Scotiabank reaffirmed an “outperform” rating on shares of Energy Transfer in a report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $21.60.

Energy Transfer News Summary

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

• Positive Sentiment: Energy Transfer announced a quarterly cash distribution increase to $0.3375 per unit (annualized $1.35), raising the payout ~0.7% vs. the prior quarter and implying a ~7.1% yield — a clear income catalyst that supports demand for the units. Energy Transfer Announces Increase in Quarterly Cash Distribution
• Positive Sentiment: Analyst/retail commentary is framing ET as a reliable pipeline/income play (included among pipeline stock picks), which can attract yield‑seeking flows and support multiples. 3 Pipeline Stocks to Buy in April
• Positive Sentiment: Longer‑term bullish narratives (dividend recovery since 2020) are resurfacing in retail commentary, which can reinforce buy‑and‑hold interest from income investors. Energy Transfer in 10 Years: What the Long-Term Bull Case Actually Looks Like
• Neutral Sentiment: Online attention and search activity around ET have spiked (Zacks/Yahoo pieces noting heavy searches), which raises trading volume and intraday volatility but is not a fundamental change by itself. Investors Heavily Search Energy Transfer LP (ET): Here is What You Need to Know
• Neutral Sentiment: Valuation reviews and performance roundups are keeping ET on investors’ radars (some analyses highlight strong multi‑year returns but mixed short‑term moves), which can support debate around buys/sells but doesn’t change cash flow fundamentals immediately. Assessing Energy Transfer (ET) Valuation After Strong Multi Year Return Performance
• Neutral Sentiment: Market headlines noting ET “increases despite market slip” highlight the stock’s resilience today, reflecting the combined effect of the payout news and heightened attention rather than a new operational development. Energy Transfer LP (ET) Increases Despite Market Slip: Here’s What You Need to Know

About Energy Transfer

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.