Wilson Asset Management International PTY Ltd. Invests $3.65 Million in Energy Transfer LP $ET

Wilson Asset Management International PTY Ltd. bought a new position in shares of Energy Transfer LP (NYSE:ET) during the fourth quarter, Holdings Channel.com reports. The firm bought 221,371 shares of the pipeline company’s stock, valued at approximately $3,650,000.

A number of other large investors also recently modified their holdings of the stock. Lee Financial Co lifted its stake in shares of Energy Transfer by 359.7% during the third quarter. Lee Financial Co now owns 193,817 shares of the pipeline company’s stock valued at $3,326,000 after acquiring an additional 151,657 shares during the period. Eagle Global Advisors LLC lifted its stake in shares of Energy Transfer by 6.0% during the third quarter. Eagle Global Advisors LLC now owns 6,466,059 shares of the pipeline company’s stock valued at $110,958,000 after acquiring an additional 363,623 shares during the period. North Star Investment Management Corp. lifted its stake in shares of Energy Transfer by 100.1% during the fourth quarter. North Star Investment Management Corp. now owns 161,523 shares of the pipeline company’s stock valued at $2,664,000 after acquiring an additional 80,786 shares during the period. Maryland State Retirement & Pension System lifted its stake in shares of Energy Transfer by 5.2% during the third quarter. Maryland State Retirement & Pension System now owns 2,927,436 shares of the pipeline company’s stock valued at $50,235,000 after acquiring an additional 144,037 shares during the period. Finally, Fidelis Capital Partners LLC lifted its stake in shares of Energy Transfer by 150.2% during the third quarter. Fidelis Capital Partners LLC now owns 105,003 shares of the pipeline company’s stock valued at $1,802,000 after acquiring an additional 63,043 shares during the period. 38.22% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Energy Transfer

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

• Positive Sentiment: Company raised 2026 adjusted‑EBITDA guidance to $18.2–$18.6 billion and reported revenue up ~32% YoY to $27.77B, beating consensus revenue — supportive for forward cash‑flow expectations and valuation. Energy Transfer Q1 Earnings Lag Estimates, Revenues Increase Y/Y
• Positive Sentiment: Firm reported record volumes and revenue beat that traders are interpreting as operational strength, helping shares test resistance levels. Energy Transfer Stock Tests Resistance After Revenue Beat, Record Volumes
• Positive Sentiment: Unusually large options flow: ~102,786 call contracts traded (≈+93% vs. average), indicating short‑term bullish positioning that can amplify upside momentum.
• Neutral Sentiment: Management highlighted ~ $1.5B of organic growth capex in Q1 focused on intrastate, NGL/refined products and interstate segments — signals continued investment in growth but with near‑term cash demands. Energy Transfer LP Common Units (ET) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Reported EPS of $0.35 missed the $0.40 consensus — a near‑term negative for earnings expectations and analyst sentiment. Energy Transfer Reports First Quarter 2026 Results and Updates 2026 Financial Guidance
• Negative Sentiment: Transcript notes show a substantial year‑over‑year compression in DCF attributable to partners (Q1 DCF cited at ~$2.7B vs a much larger prior period figure), which raises questions about distributable cash and coverage despite higher EBITDA guidance. Energy Transfer (ET) Q1 2026 Earnings Transcript

Energy Transfer Trading Up 1.5%

NYSE:ET opened at $20.38 on Wednesday. Energy Transfer LP has a 1-year low of $15.80 and a 1-year high of $20.67. The business’s 50-day moving average price is $19.02 and its two-hundred day moving average price is $17.78. The company has a current ratio of 1.22, a quick ratio of 0.90 and a debt-to-equity ratio of 1.50. The firm has a market capitalization of $70.13 billion, a price-to-earnings ratio of 16.85, a PEG ratio of 1.09 and a beta of 0.57.

Energy Transfer (NYSE:ET) last released its earnings results on Tuesday, May 5th. The pipeline company reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.40 by ($0.05). Energy Transfer had a net margin of 5.11% and a return on equity of 10.17%. The company had revenue of $27.77 billion during the quarter, compared to analyst estimates of $25.58 billion. During the same period in the previous year, the company posted $0.36 EPS. The company’s quarterly revenue was up 32.1% compared to the same quarter last year. On average, equities analysts expect that Energy Transfer LP will post 1.52 earnings per share for the current year.

Energy Transfer Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Shareholders of record on Friday, May 8th will be issued a $0.3375 dividend. This represents a $1.35 annualized dividend and a yield of 6.6%. This is a boost from Energy Transfer’s previous quarterly dividend of $0.34. The ex-dividend date is Friday, May 8th. Energy Transfer’s dividend payout ratio (DPR) is 110.74%.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on ET shares. Jefferies Financial Group reaffirmed a “hold” rating on shares of Energy Transfer in a research note on Wednesday. Morgan Stanley increased their price objective on shares of Energy Transfer from $19.00 to $21.00 and gave the company an “equal weight” rating in a report on Tuesday, March 10th. Barclays restated an “overweight” rating and issued a $22.00 price objective (down from $25.00) on shares of Energy Transfer in a report on Monday, January 12th. TD Cowen increased their price objective 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. Finally, UBS Group restated a “buy” rating on shares of Energy Transfer in a report on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $21.60.

Energy Transfer 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.