Energy Transfer (NYSE:ET) Sets New 1-Year High on Analyst Upgrade

Energy Transfer LP (NYSE:ET)’s share price hit a new 52-week high during mid-day trading on Tuesday after Truist Financial upgraded the stock to a strong-buy rating. The company traded as high as $19.43 and last traded at $19.3940, with a volume of 2572767 shares changing hands. The stock had previously closed at $19.06.

A number of other equities analysts have also weighed in on ET. Scotiabank reiterated an “outperform” rating on shares of Energy Transfer in a research report on Friday, January 16th. Weiss Ratings restated a “buy (b-)” rating on shares of Energy Transfer in a research note on Wednesday, December 24th. UBS Group reaffirmed a “buy” rating on shares of Energy Transfer in a report on Wednesday, January 7th. Royal Bank Of Canada upgraded shares of Energy Transfer to a “moderate buy” rating in a research note on Monday, December 15th. Finally, TD Cowen boosted their target price on shares of Energy Transfer from $20.00 to $21.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $21.60.

Trending Headlines about Energy Transfer

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

• Positive Sentiment: Truist (and media reports) initiated coverage with a buy/strong‑buy and set a $23 price target (≈20% upside vs. the current level) — a catalyst that can draw inflows and support the stock. Truist Initiates Coverage
• Positive Sentiment: Sector/stock bullish writeups highlight ET’s large pipeline of commercially secured expansion projects and potential demand tailwinds (e.g., data centers), reinforcing longer‑term growth and income narratives for income‑oriented investors. Fool: Iran Talks / Energy Picks
• Neutral Sentiment: Media interest and screens are highlighting ET as a “most‑watched” stock, which can increase short‑term volatility and trading volume but doesn’t by itself change fundamentals. Yahoo: Most‑Watched Stock
• Neutral Sentiment: Bullish commentary from independent investors/analysts argues ET remains undervalued on cash flow and growth projects; useful context for long‑term investors but not an immediate earnings catalyst. Seeking Alpha: Undervalued Thesis
• Negative Sentiment: US Capital Advisors cut multiple 2026–2027 quarterly and full‑year EPS forecasts (FY2026 lowered from $1.34 to $1.17; FY2027 trimmed to $1.26 from $1.43; Q1–Q4 2026 quarterly cuts), which directly pressures near‑term earnings expectations and could temper trader sentiment. These downward revisions are the primary short‑term bearish driver. (Source: firm research summaries)

Hedge Funds Weigh In On Energy Transfer

A number of large investors have recently modified their holdings of the company. Rockefeller Capital Management L.P. grew its stake in Energy Transfer by 14.6% during the fourth quarter. Rockefeller Capital Management L.P. now owns 4,544,553 shares of the pipeline company’s stock valued at $74,940,000 after acquiring an additional 578,137 shares in the last quarter. Fund Advisors of America Inc FL purchased a new stake in Energy Transfer in the 4th quarter worth approximately $948,000. World Investment Advisors lifted its stake in Energy Transfer by 17.2% in the 4th quarter. World Investment Advisors now owns 114,499 shares of the pipeline company’s stock worth $1,888,000 after purchasing an additional 16,781 shares in the last quarter. Nalls Sherbakoff Group LLC bought a new position in Energy Transfer in the 4th quarter valued at $219,000. Finally, Corient Private Wealth LLC boosted its holdings in Energy Transfer by 1.8% in the 4th quarter. Corient Private Wealth LLC now owns 1,880,623 shares of the pipeline company’s stock valued at $31,021,000 after purchasing an additional 33,344 shares during the period. 38.22% of the stock is currently owned by institutional investors.

Energy Transfer Price Performance

The stock has a market capitalization of $66.04 billion, a PE ratio of 15.86, a price-to-earnings-growth ratio of 1.07 and a beta of 0.63. The business’s 50-day moving average price is $18.47 and its 200 day moving average price is $17.37. 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 (NYSE:ET) last issued its quarterly earnings data 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). The business had revenue of $25.32 billion during the quarter, compared to analysts’ expectations of $23.56 billion. Energy Transfer had a return on equity of 10.17% and a net margin of 5.11%.The company’s quarterly revenue was up 29.6% on a year-over-year basis. During the same quarter last year, the business posted $0.29 EPS. Research analysts forecast that Energy Transfer LP will post 1.46 earnings per share for the current year.

Energy Transfer Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Friday, February 6th were issued a $0.335 dividend. This represents a $1.34 annualized dividend and a dividend yield of 7.0%. The ex-dividend date of this dividend was Friday, February 6th. This is an increase from Energy Transfer’s previous quarterly dividend of $0.33. Energy Transfer’s payout ratio is 110.74%.

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.