Investors Purchase Large Volume of Enbridge Call Options (NYSE:ENB)

Enbridge Inc (NYSE:ENB) (TSE:ENB) saw unusually large options trading activity on Friday. Investors purchased 81,448 call options on the stock. This is an increase of approximately 3,399% compared to the typical daily volume of 2,328 call options.

Key Stories Impacting Enbridge

Here are the key news stories impacting Enbridge this week:

• Positive Sentiment: Record 2025 results and reaffirmed guidance — Enbridge posted record full‑year earnings of CAD $7.1B (≈$3.23/sh) for 2025 and reiterated its 2026 financial guidance, while growing secured backlog to $39B, supporting longer‑term cash‑flow visibility. Read More.
• Positive Sentiment: Quarterly beat — Q4 results topped estimates on both earnings and revenue, driven by stronger gas and liquids volumes from higher power and nat‑gas demand, which analysts point to as the main driver of the beat. Read More.
• Positive Sentiment: Market reaction to strong metrics — Detailed releases show EPS and revenue upside versus consensus (company materials and analyst writeups), which is encouraging for near‑term earnings expectations and supports the dividend/cash‑flow story. Read More.
• Positive Sentiment: Unusual bullish options activity — Large call buying (≈81,448 calls, ~3,399% above typical daily call volume) suggests speculative or hedged bullish positioning that can add short‑term buying pressure.
• Neutral Sentiment: Regulatory/filing housekeeping — Enbridge filed its 2025 Form 10‑K, audited financials and set a virtual shareholder meeting; standard disclosure that reduces information uncertainty. Read More.
• Neutral Sentiment: Analyst commentary mixed on longer‑term crude vs. gas dynamics — Some coverage highlights higher dividend potential and Q4 tailwinds from nat‑gas but mixed sentiment remains around crude volume headwinds. Read More.
• Negative Sentiment: Potential competitive headwind from rising crude imports — Reports note increased Venezuelan oil headed to the U.S. Gulf Coast could pressure some crude flows and midstream volumes; management says it’s unfazed, but rising imports are a risk to watch for pipeline throughput. Read More.

Wall Street Analysts Forecast Growth

Several analysts recently commented on ENB shares. National Bank Financial reissued a “sector perform” rating on shares of Enbridge in a research note on Monday, November 10th. JPMorgan Chase & Co. cut Enbridge from an “overweight” rating to a “neutral” rating in a report on Tuesday, January 27th. Royal Bank Of Canada raised their price objective on Enbridge from $67.00 to $72.00 and gave the stock an “outperform” rating in a research note on Monday, November 10th. Scotiabank upgraded Enbridge from a “sector perform” rating to a “sector outperform” rating in a report on Friday, January 16th. Finally, Weiss Ratings raised Enbridge from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, February 9th. Six equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $63.00.

Hedge Funds Weigh In On Enbridge

Several institutional investors and hedge funds have recently modified their holdings of ENB. Vanguard Group Inc. boosted its position in Enbridge by 2.1% during the fourth quarter. Vanguard Group Inc. now owns 100,364,993 shares of the pipeline company’s stock valued at $4,802,766,000 after purchasing an additional 2,067,516 shares during the last quarter. TD Asset Management Inc raised its stake in shares of Enbridge by 0.3% during the 3rd quarter. TD Asset Management Inc now owns 40,021,291 shares of the pipeline company’s stock worth $2,019,473,000 after purchasing an additional 137,897 shares in the last quarter. Norges Bank acquired a new stake in shares of Enbridge during the 4th quarter valued at about $1,195,559,000. Geode Capital Management LLC lifted its holdings in shares of Enbridge by 7.1% during the 4th quarter. Geode Capital Management LLC now owns 21,421,826 shares of the pipeline company’s stock valued at $1,045,172,000 after buying an additional 1,415,995 shares during the last quarter. Finally, Legal & General Group Plc grew its stake in shares of Enbridge by 4.6% in the 4th quarter. Legal & General Group Plc now owns 19,677,864 shares of the pipeline company’s stock valued at $942,806,000 after buying an additional 858,323 shares in the last quarter. 54.60% of the stock is currently owned by hedge funds and other institutional investors.

Enbridge Stock Performance

Shares of Enbridge stock opened at $53.86 on Friday. Enbridge has a 12 month low of $39.73 and a 12 month high of $54.20. The company has a quick ratio of 0.68, a current ratio of 0.80 and a debt-to-equity ratio of 1.64. The stock has a market cap of $117.52 billion, a PE ratio of 23.42 and a beta of 0.69. The business has a fifty day simple moving average of $47.96 and a 200-day simple moving average of $47.97.

Enbridge Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Sunday, March 1st. Shareholders of record on Tuesday, February 17th will be paid a $0.97 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $3.88 annualized dividend and a yield of 7.2%. This is a boost from Enbridge’s previous quarterly dividend of $0.94. Enbridge’s dividend payout ratio (DPR) is currently 147.80%.

About Enbridge

Enbridge Inc is a Calgary, Alberta–based energy infrastructure company that develops, owns and operates a diversified portfolio of energy transportation, distribution and generation assets. Its core activities include the operation of crude oil and liquids pipelines, natural gas transmission and distribution systems, and energy storage facilities. In addition to midstream transportation and storage, Enbridge has expanded into renewable power generation and energy transition projects, including wind, solar and utility-scale generation assets.

The company serves customers primarily in Canada and the United States and has interests in other international energy projects.