SG Americas Securities LLC Purchases 1,264,627 Shares of Energy Transfer LP $ET

SG Americas Securities LLC grew its position in Energy Transfer LP (NYSE:ET) by 187.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,940,500 shares of the pipeline company’s stock after purchasing an additional 1,264,627 shares during the period. SG Americas Securities LLC owned about 0.06% of Energy Transfer worth $31,999,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in ET. Financial Life Planners purchased a new position in Energy Transfer during the third quarter worth about $34,000. Core Alternative Capital purchased a new stake in Energy Transfer in the 3rd quarter valued at about $46,000. Global Wealth Strategies & Associates lifted its position in shares of Energy Transfer by 196.4% during the 4th quarter. Global Wealth Strategies & Associates now owns 2,964 shares of the pipeline company’s stock worth $49,000 after buying an additional 1,964 shares in the last quarter. FSC Wealth Advisors LLC bought a new position in shares of Energy Transfer during the 2nd quarter worth approximately $50,000. Finally, Golden State Wealth Management LLC boosted its stake in shares of Energy Transfer by 38.9% in the 3rd quarter. Golden State Wealth Management LLC now owns 2,918 shares of the pipeline company’s stock worth $50,000 after buying an additional 817 shares during the last quarter. 38.22% of the stock is owned by institutional investors.

Energy Transfer Stock Down 0.1%

Energy Transfer stock opened at $19.20 on Thursday. Energy Transfer LP has a twelve month low of $14.60 and a twelve month high of $19.47. The firm has a 50 day moving average price of $18.47 and a 200-day moving average price of $17.37. The company has a market capitalization of $66.04 billion, a P/E ratio of 15.86, a P/E/G ratio of 1.07 and a beta of 0.63. The company has a quick ratio of 0.90, a current ratio of 1.22 and a debt-to-equity ratio of 1.50.

Energy Transfer (NYSE:ET) last posted its quarterly earnings results on Tuesday, February 17th. The pipeline company reported $0.25 EPS for the quarter, missing analysts’ consensus estimates of $0.34 by ($0.09). Energy Transfer had a return on equity of 10.17% and a net margin of 5.11%.The company had revenue of $25.32 billion during the quarter, compared to the consensus estimate of $23.56 billion. During the same period last year, the firm posted $0.29 EPS. The company’s revenue for the quarter was up 29.6% compared to the same quarter last year. As a group, equities analysts predict that Energy Transfer LP will post 1.46 EPS for the current year.

Energy Transfer Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Friday, February 6th were given a $0.335 dividend. 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 yield of 7.0%. The ex-dividend date of this dividend was Friday, February 6th. Energy Transfer’s dividend payout ratio (DPR) is 110.74%.

Analyst Ratings Changes

Several research firms have recently issued reports on ET. TD Cowen upped their target price on Energy Transfer from $20.00 to $21.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Royal Bank Of Canada upgraded Energy Transfer to a “moderate buy” rating in a report on Monday, December 15th. Wells Fargo & Company boosted their price objective on Energy Transfer from $23.00 to $25.00 and gave the stock an “overweight” rating in a research report on Friday, March 13th. Weiss Ratings restated a “buy (b-)” rating on shares of Energy Transfer in a research note on Wednesday, December 24th. Finally, Barclays reiterated an “overweight” rating and set a $22.00 target price (down from $25.00) on shares of Energy Transfer in a research note on Monday, January 12th. 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 company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $21.60.

Key Headlines Impacting 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)

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.