Cullen Capital Management LLC Sells 21,946 Shares of Enterprise Products Partners L.P. $EPD

Cullen Capital Management LLC lessened its holdings in Enterprise Products Partners L.P. (NYSE:EPD) by 20.5% during the third quarter, Holdings Channel reports. The fund owned 84,905 shares of the oil and gas producer’s stock after selling 21,946 shares during the period. Cullen Capital Management LLC’s holdings in Enterprise Products Partners were worth $2,655,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of EPD. Invesco Ltd. grew its stake in Enterprise Products Partners by 0.3% in the 2nd quarter. Invesco Ltd. now owns 26,787,203 shares of the oil and gas producer’s stock valued at $830,671,000 after buying an additional 69,505 shares during the last quarter. American Century Companies Inc. boosted its holdings in shares of Enterprise Products Partners by 1.4% during the second quarter. American Century Companies Inc. now owns 18,652,232 shares of the oil and gas producer’s stock worth $578,406,000 after acquiring an additional 252,513 shares during the period. Energy Income Partners LLC grew its position in shares of Enterprise Products Partners by 14.3% in the second quarter. Energy Income Partners LLC now owns 14,624,238 shares of the oil and gas producer’s stock valued at $453,498,000 after purchasing an additional 1,834,659 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of Enterprise Products Partners by 3.2% during the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 11,355,504 shares of the oil and gas producer’s stock worth $352,134,000 after purchasing an additional 351,931 shares during the period. Finally, Hamlin Capital Management LLC boosted its stake in Enterprise Products Partners by 1.8% in the 2nd quarter. Hamlin Capital Management LLC now owns 4,995,047 shares of the oil and gas producer’s stock valued at $154,896,000 after purchasing an additional 89,987 shares during the period. 26.07% of the stock is currently owned by institutional investors and hedge funds.

Enterprise Products Partners Stock Up 1.6%

Shares of NYSE EPD opened at $35.18 on Thursday. The company has a market cap of $76.11 billion, a price-to-earnings ratio of 13.23, a PEG ratio of 2.43 and a beta of 0.60. The company has a current ratio of 0.88, a quick ratio of 0.60 and a debt-to-equity ratio of 1.04. Enterprise Products Partners L.P. has a 12 month low of $27.77 and a 12 month high of $35.35. The stock has a 50-day moving average price of $32.51 and a two-hundred day moving average price of $31.82.

Enterprise Products Partners (NYSE:EPD) last posted its earnings results on Tuesday, February 3rd. The oil and gas producer reported $0.75 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.06. Enterprise Products Partners had a net margin of 11.05% and a return on equity of 19.43%. The firm had revenue of $13.79 billion for the quarter, compared to analysts’ expectations of $12.44 billion. During the same quarter in the previous year, the firm posted $0.74 earnings per share. The company’s revenue was down 2.9% on a year-over-year basis. As a group, analysts forecast that Enterprise Products Partners L.P. will post 2.9 earnings per share for the current fiscal year.

Enterprise Products Partners declared that its Board of Directors has initiated a stock buyback plan on Thursday, October 30th that allows the company to repurchase $5.00 billion in shares. This repurchase authorization allows the oil and gas producer to purchase up to 7.4% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s board believes its stock is undervalued.

Enterprise Products Partners Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be given a $0.55 dividend. This is a boost from Enterprise Products Partners’s previous quarterly dividend of $0.55. This represents a $2.20 annualized dividend and a yield of 6.3%. The ex-dividend date is Friday, January 30th. Enterprise Products Partners’s dividend payout ratio is 83.02%.

Insider Activity at Enterprise Products Partners

In other news, Director John R. Rutherford purchased 15,000 shares of Enterprise Products Partners stock in a transaction dated Monday, December 29th. The shares were bought at an average cost of $32.09 per share, for a total transaction of $481,350.00. Following the completion of the acquisition, the director owned 173,586 shares in the company, valued at approximately $5,570,374.74. This trade represents a 9.46% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 32.60% of the company’s stock.

Key Enterprise Products Partners News

Here are the key news stories impacting Enterprise Products Partners this week:

• Positive Sentiment: Q4 beat on EPS and revenue — EPD reported $0.75 EPS vs. $0.69 expected and revenue above estimates, driven by higher volumes and better-than-expected results. Enterprise Reports Fourth Quarter 2025 Earnings (press release / slide deck)
• Positive Sentiment: Record EBITDA and bigger share buybacks — coverage notes management increased capital returns and buybacks after strong results, which supports distributions and shareholder value. How Record EBITDA and Bigger Buybacks Will Impact Enterprise Products Partners (EPD) Investors
• Positive Sentiment: Pipeline throughput hit new highs — record pipeline volumes helped beat topline forecasts and point to strength in fee-earning businesses. Enterprise Products Partners beats estimates with record pipeline volumes
• Neutral Sentiment: Industry outlook: Zacks highlights EPD among pipeline MLPs that are weathering headwinds — supportive context but not a catalyst by itself. Zacks Industry Outlook Highlights Enterprise Products Partners, Energy Transfer and Plains All American Pipeline
• Neutral Sentiment: High trading activity — intraday volume is roughly double the average, indicating active repositioning by investors after the prints. MarketBeat EPD quote & trading data
• Negative Sentiment: Analyst pricing context: TD Cowen raised its price target to $34 but maintained a “hold” rating, which implies limited near-term upside from current levels. EPD price target raised by TD Cowen (The Fly)
• Negative Sentiment: Mixed/trimmed forecasts: some brokers (US Capital Advisors) made small downward tweaks to FY2026 estimates — modestly negative for forward EPS expectations. MarketBeat: analyst estimate updates for EPD

Analyst Upgrades and Downgrades

EPD has been the subject of a number of research reports. Raymond James Financial downgraded Enterprise Products Partners from a “strong-buy” rating to an “outperform” rating and set a $36.00 target price for the company. in a report on Monday, January 5th. JPMorgan Chase & Co. reiterated a “neutral” rating and issued a $35.00 price objective on shares of Enterprise Products Partners in a research note on Monday, December 1st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Enterprise Products Partners in a report on Thursday, January 22nd. UBS Group reissued a “buy” rating on shares of Enterprise Products Partners in a research report on Tuesday, December 16th. Finally, Stifel Nicolaus raised their price objective on Enterprise Products Partners from $35.00 to $38.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $35.62.

Enterprise Products Partners Profile

Enterprise Products Partners L.P. (NYSE: EPD) is a Houston-based master limited partnership that provides midstream energy services across North America. The company owns and operates an extensive network of pipelines, storage facilities, processing plants and export terminals that transport and handle natural gas, natural gas liquids (NGLs), crude oil and refined and petrochemical products. Its core activities include gathering and transportation, fractionation of NGLs, natural gas processing, crude oil and condensate pipelines, and marine and terminal services that enable domestic distribution and exports.

Enterprise serves a diverse set of customers including producers, refiners, petrochemical companies, marketers and end users.