Energy Transfer LP $ET Shares Sold by Plan Group Financial LLC

Plan Group Financial LLC trimmed its holdings in Energy Transfer LP (NYSE:ET) by 48.1% during the fourth quarter, HoldingsChannel reports. The firm owned 42,954 shares of the pipeline company’s stock after selling 39,869 shares during the period. Plan Group Financial LLC’s holdings in Energy Transfer were worth $708,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in ET. CIBC Bancorp USA Inc. acquired a new position in shares of Energy Transfer during the 3rd quarter valued at about $264,309,000. Alps Advisors Inc. increased its holdings in shares of Energy Transfer by 4.5% during the 3rd quarter. Alps Advisors Inc. now owns 77,651,021 shares of the pipeline company’s stock worth $1,332,492,000 after buying an additional 3,366,734 shares during the last quarter. Invesco Ltd. increased its stake in Energy Transfer by 3.2% during the third quarter. Invesco Ltd. now owns 57,862,666 shares of the pipeline company’s stock worth $992,923,000 after acquiring an additional 1,773,042 shares during the last quarter. SG Americas Securities LLC lifted its stake in shares of Energy Transfer by 187.1% in the 4th quarter. SG Americas Securities LLC now owns 1,940,500 shares of the pipeline company’s stock valued at $31,999,000 after purchasing an additional 1,264,627 shares during the last quarter. Finally, Corient Private Wealth LLC grew its holdings in shares of Energy Transfer by 223.7% during the 2nd quarter. Corient Private Wealth LLC now owns 1,690,769 shares of the pipeline company’s stock worth $30,654,000 after purchasing an additional 1,168,438 shares during the period. 38.22% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have recently issued reports on ET. Jefferies Financial Group reissued a “hold” rating on shares of Energy Transfer in a research note on Wednesday. UBS Group reaffirmed a “buy” rating on shares of Energy Transfer in a research report on Wednesday, January 7th. Truist Financial assumed coverage on Energy Transfer in a report on Tuesday, March 24th. They issued a “buy” rating and a $23.00 price objective on the stock. Wells Fargo & Company increased their price target on shares of Energy Transfer from $23.00 to $25.00 and gave the company an “overweight” rating in a research note on Friday, March 13th. Finally, Scotiabank reaffirmed an “outperform” rating on shares of Energy Transfer in a research report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Energy Transfer presently has a consensus rating of “Buy” and an average target price of $21.91.

Energy Transfer Stock Down 2.5%

ET stock opened at $19.88 on Thursday. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.22 and a quick ratio of 0.90. Energy Transfer LP has a 12 month low of $16.18 and a 12 month high of $20.67. The firm has a market capitalization of $68.38 billion, a PE ratio of 16.56, a P/E/G ratio of 1.11 and a beta of 0.57. The company’s 50 day simple moving average is $19.04 and its 200-day simple moving average is $17.80.

Energy Transfer (NYSE:ET) last announced its earnings results on Tuesday, May 5th. The pipeline company reported $0.35 EPS for the quarter, missing analysts’ consensus estimates of $0.40 by ($0.05). Energy Transfer had a net margin of 4.66% and a return on equity of 9.95%. The company had revenue of $27.77 billion for the quarter, compared to analyst estimates of $25.78 billion. During the same quarter last year, the company posted $0.36 EPS. Energy Transfer’s quarterly revenue was up 32.1% compared to the same quarter last year. Equities analysts expect that Energy Transfer LP will post 1.52 earnings per share for the current fiscal year.

Energy Transfer Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Shareholders of record on Friday, May 8th will be paid a dividend of $0.3375 per share. The ex-dividend date is Friday, May 8th. This is a positive change from Energy Transfer’s previous quarterly dividend of $0.34. This represents a $1.35 annualized dividend and a yield of 6.8%. Energy Transfer’s payout ratio is presently 112.50%.

Key Energy Transfer News

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

• Positive Sentiment: Management raised 2026 adjusted EBITDA guidance to $18.2–$18.6B and increased the common distribution, signaling stronger cash‑flow outlook and support for the yield. Energy Transfer (ET) Is Up 5.0% After Raising 2026 EBITDA Guidance And Distributions
• Positive Sentiment: Q1 revenue jumped ~32% to $27.77B and management cited record operating volumes — evidence that recent growth projects are feeding throughput and top‑line strength. Energy Transfer Reports First Quarter 2026 Results and Updates 2026 Financial Guidance
• Positive Sentiment: Stifel Nicolaus bumped its price target from $23 to $25 and set a “buy” rating, which implies roughly mid‑20% upside from current levels and can attract institutional demand. Benzinga
• Neutral Sentiment: Unusually large options activity — ~102,786 calls traded (up ~93% vs. avg.) — points to speculative bullish positioning and higher short‑term volatility, but it doesn’t guarantee directional follow‑through.
• Neutral Sentiment: Detailed Q1 disclosures (earnings call transcript and slide deck) show capex deployment (~$1.5B organic growth capex) and DCF commentary that investors can use to model distributable cash and leverage trends. Energy Transfer LP Q1 2026 Earnings Call Transcript
• Negative Sentiment: Q1 EPS of $0.35 missed consensus ($0.40), which pressured sentiment despite the revenue beat and guidance raise — a reminder that unit economics and one‑time items can blunt headline earnings. Energy Transfer Q1 Earnings Lag Estimates, Revenues Increase Y/Y
• Negative Sentiment: At least one analyst write‑up downgraded the name, arguing valuation/yield tradeoffs make it less attractive now — that press can add selling pressure among income investors. Energy Transfer: A 7%-Yielding Partnership To Snatch Up Now (Downgrade)

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.