Energy Transfer (NYSE:ET) Director Acquires $13,775,799.68 in Stock

Energy Transfer LP (NYSE:ET) Director Kelcy Warren purchased 647,968 shares of the company’s stock in a transaction on Wednesday, August 19th. The stock was acquired at an average cost of $21.26 per share, for a total transaction of $13,775,799.68. Following the completion of the purchase, the director owned 147,901,879 shares of the company’s stock, valued at approximately $3,144,393,947.54. This trade represents a 0.44% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Energy Transfer Price Performance

Energy Transfer stock opened at $21.20 on Friday. The stock has a market capitalization of $73.00 billion, a price-to-earnings ratio of 14.42, a PEG ratio of 0.75 and a beta of 0.55. Energy Transfer LP has a 52-week low of $16.18 and a 52-week high of $21.64. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.94 and a current ratio of 1.16. The stock’s 50 day moving average price is $19.98 and its two-hundred day moving average price is $19.42.

Energy Transfer (NYSE:ET) last released its quarterly earnings data on Tuesday, August 4th. The pipeline company reported $0.59 earnings per share for the quarter, beating the consensus estimate of $0.38 by $0.21. The company had revenue of $34.33 billion during the quarter, compared to analyst estimates of $27.71 billion. Energy Transfer had a net margin of 4.87% and a return on equity of 11.55%. Energy Transfer’s revenue for the quarter was up 78.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.32 EPS. On average, equities analysts predict that Energy Transfer LP will post 1.66 earnings per share for the current year.

Energy Transfer Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Friday, August 7th were paid a $0.34 dividend. This represents a $1.36 annualized dividend and a dividend yield of 6.4%. The ex-dividend date was Friday, August 7th. This is a positive change from Energy Transfer’s previous quarterly dividend of $0.34. Energy Transfer’s dividend payout ratio (DPR) is currently 92.52%.

Hedge Funds Weigh In On Energy Transfer

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC grew its position in shares of Energy Transfer by 93.4% during the 4th quarter. Brighton Jones LLC now owns 24,530 shares of the pipeline company’s stock valued at $481,000 after acquiring an additional 11,844 shares during the period. AQR Capital Management LLC increased its stake in shares of Energy Transfer by 62.8% during the 1st quarter. AQR Capital Management LLC now owns 21,041 shares of the pipeline company’s stock worth $391,000 after purchasing an additional 8,118 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of Energy Transfer by 6.2% in the 2nd quarter. Geode Capital Management LLC now owns 135,395 shares of the pipeline company’s stock worth $2,455,000 after purchasing an additional 7,901 shares during the period. Russell Investments Group Ltd. raised its holdings in shares of Energy Transfer by 436.5% in the 2nd quarter. Russell Investments Group Ltd. now owns 4,179 shares of the pipeline company’s stock worth $76,000 after purchasing an additional 3,400 shares during the period. Finally, Guggenheim Capital LLC lifted its stake in Energy Transfer by 5.6% in the second quarter. Guggenheim Capital LLC now owns 50,919 shares of the pipeline company’s stock valued at $923,000 after purchasing an additional 2,700 shares during the last quarter. 38.22% of the stock is owned by hedge funds and other institutional investors.

Energy Transfer News Summary

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

• Positive Sentiment: Co-founder and director Kelcy Warren bought a combined 1 million ET shares on August 18 and 19 for approximately $21.3 million. The purchases, made near the partnership’s 52-week high, increased his ownership to nearly 147.9 million shares and signal confidence in Energy Transfer’s outlook. Energy Transfer Co-Founder’s $15 Million Bet Near a 52-Week High Sends a Bullish Message
• Positive Sentiment: US Capital Advisors raised its EPS forecasts for multiple quarters through 2028, including FY2027 EPS to $1.59 from $1.45 and FY2028 EPS to $1.62 from $1.48. The revisions reinforce expectations for continued earnings growth. Energy Transfer analyst estimates
• Positive Sentiment: Recent coverage highlighted record second-quarter volumes, strong U.S. hydrocarbon export demand and Energy Transfer’s fee-based, contracted infrastructure. These characteristics reduce direct sensitivity to commodity prices and provide visibility for future distributions and growth projects. Energy Transfer: A 6.4% Yield Backed By The AI Power Boom
• Positive Sentiment: Energy Transfer’s second-quarter performance included a 32% increase in partner-attributable distributable cash flow, 49% growth in first-half conventional free cash flow and distribution coverage above 2.2 times. Raised 2026 EBITDA guidance of $18.8 billion-$19.1 billion further supports the income-investment case. Energy Transfer: Strong Buy With A Path To 7% Yield On Cost
• Neutral Sentiment: ET’s recent move to a new one-year high and analyst price-target increases reflect strong momentum, but the stock’s proximity to that high may limit near-term upside and raise valuation sensitivity. Energy Transfer Reaches New 1-Year High After Analyst Upgrade
• Negative Sentiment: Cooler U.S. weather forecasts have pressured natural-gas prices by potentially reducing power demand. Energy Transfer’s fee-based model cushions the impact, but weaker commodity prices could weigh on broader midstream-sector sentiment. Cooler US Weather Forecasts Weigh on Nat-Gas Prices

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on ET shares. Stifel Nicolaus boosted their price target on shares of Energy Transfer from $23.00 to $25.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Jefferies Financial Group reiterated a “buy” rating on shares of Energy Transfer in a research note on Wednesday, August 5th. Scotiabank reissued an “outperform” rating on shares of Energy Transfer in a research report on Tuesday, May 12th. Weiss Ratings upgraded Energy Transfer from a “buy (b)” rating to a “buy (b+)” rating in a research note on Tuesday, August 11th. Finally, Barclays reaffirmed an “overweight” rating and issued a $24.00 target price (up from $23.00) on shares of Energy Transfer in a report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $24.08.

Energy Transfer Company 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.