FY2025 EPS Estimates for Energy Transfer Boosted by Analyst

Energy Transfer LP (NYSE:ET) – Investment analysts at US Capital Advisors upped their FY2025 earnings estimates for Energy Transfer in a research report issued to clients and investors on Monday, February 2nd. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will earn $1.28 per share for the year, up from their previous forecast of $1.25. 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 Q4 2025 earnings at $0.31 EPS, Q1 2026 earnings at $0.34 EPS, Q2 2026 earnings at $0.32 EPS, Q3 2026 earnings at $0.33 EPS, Q4 2026 earnings at $0.36 EPS and FY2026 earnings at $1.34 EPS.

Other equities research analysts have also recently issued research reports about the company. JPMorgan Chase & Co. reduced their price objective on Energy Transfer from $22.00 to $21.00 and set an “overweight” rating for the company in a research note on Monday, November 24th. Barclays reiterated an “overweight” rating and issued a $22.00 target price (down from $25.00) on shares of Energy Transfer in a report on Monday, January 12th. Scotiabank restated an “outperform” rating on shares of Energy Transfer in a research note on Friday, January 16th. Morgan Stanley dropped their price objective on shares of Energy Transfer from $21.00 to $19.00 and set an “overweight” rating on the stock in a research note on Tuesday, December 2nd. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Energy Transfer in a report on Wednesday, December 24th. Twelve analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, Energy Transfer currently has a consensus rating of “Moderate Buy” and an average price target of $21.50.

Energy Transfer Stock Performance

Shares of Energy Transfer stock opened at $18.39 on Wednesday. Energy Transfer has a one year low of $14.60 and a one year high of $21.07. The firm has a market capitalization of $63.14 billion, a price-to-earnings ratio of 14.71, a PEG ratio of 0.95 and a beta of 0.66. The business has a 50-day simple moving average of $17.00 and a 200 day simple moving average of $17.10. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.41 and a quick ratio of 1.14.

Energy Transfer (NYSE:ET) last posted its quarterly earnings results on Wednesday, November 5th. The pipeline company reported $0.28 earnings per share for the quarter, missing the consensus estimate of $0.34 by ($0.06). The company had revenue of $19.95 billion during the quarter, compared to the consensus estimate of $21.84 billion. Energy Transfer had a net margin of 5.66% and a return on equity of 10.71%. The company’s revenue for the quarter was down 3.9% on a year-over-year basis. During the same period last year, the firm posted $0.32 earnings per share.

Hedge Funds Weigh In On Energy Transfer

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Stonebridge Financial Group LLC MO bought a new stake in Energy Transfer in the fourth quarter worth about $256,000. World Investment Advisors grew its position in shares of Energy Transfer by 17.2% during the 4th quarter. World Investment Advisors now owns 114,499 shares of the pipeline company’s stock valued at $1,888,000 after acquiring an additional 16,781 shares during the period. Valeo Financial Advisors LLC increased its stake in shares of Energy Transfer by 0.6% during the 4th quarter. Valeo Financial Advisors LLC now owns 189,045 shares of the pipeline company’s stock worth $3,117,000 after purchasing an additional 1,158 shares during the last quarter. Naples Global Advisors LLC raised its holdings in shares of Energy Transfer by 3.7% in the 4th quarter. Naples Global Advisors LLC now owns 63,649 shares of the pipeline company’s stock worth $1,050,000 after purchasing an additional 2,299 shares during the period. Finally, Beam Wealth Advisors Inc. lifted its stake in Energy Transfer by 2.6% in the fourth quarter. Beam Wealth Advisors Inc. now owns 35,878 shares of the pipeline company’s stock valued at $592,000 after purchasing an additional 924 shares during the last quarter. 38.22% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Kelcy L. Warren purchased 1,000,000 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The shares were acquired at an average cost of $16.95 per share, for a total transaction of $16,950,000.00. Following the completion of the acquisition, the director owned 104,577,803 shares in the company, valued at $1,772,593,760.85. This trade represents a 0.97% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 3.28% of the company’s stock.

Energy Transfer Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Friday, February 6th will be given a dividend of $0.335 per share. The ex-dividend date of this dividend is Friday, February 6th. This is an increase 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 7.3%. Energy Transfer’s payout ratio is 106.40%.

Trending Headlines about Energy Transfer

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

• Positive Sentiment: US Capital Advisors raised EPS forecasts across multiple quarters and lifted FY2026 and FY2025 estimates, signaling improved analyst expectations for ET’s earnings power and supporting valuation. (Upgrades include Q1–Q4 2026 and FY2026/FY2025 increases.)
• Positive Sentiment: Company growth activity: reporting of new pipeline deals and capacity expansions that should bolster fee-based revenue and distribution coverage over time. Energy Transfer (ET) Expands Pipeline Power with New Deals
• Positive Sentiment: Income focus: coverage highlights a distribution increase and planned pipeline spending which support the company’s yield story and may attract income-oriented investors. Energy Transfer Leans Into Income Growth With Distribution Hike And Pipeline Spend
• Neutral Sentiment: Industry context — analysts note ET is one of the pipeline MLPs holding up despite upstream capital-spend headwinds; that supports relative defensive positioning but industry uncertainty remains. 3 Oil Pipeline MLP Stocks Shining Despite Industry Headwinds
• Neutral Sentiment: Analyst/press narrative is shifting — several articles reframe ET as an attractive high-yield, steady-distribution name, which may support demand from income investors but doesn’t eliminate macro/energy-cycle risk. How Recent Analyst Shifts Are Rewriting The Energy Transfer (ET) Investment Story
• Negative Sentiment: Fundamental drag: Energy Transfer’s most recent quarterly report showed an EPS and revenue miss (quarterly EPS and revenue came in below consensus), leaving some execution questions that can cap multiple expansion until growth and margins reaccelerate.

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.