Enterprise Products Partners (NYSE:EPD) Hits New 12-Month High on Strong Earnings

Enterprise Products Partners L.P. (NYSE:EPD)’s stock price hit a new 52-week high on Tuesday after the company announced better than expected quarterly earnings. The stock traded as high as $34.95 and last traded at $34.8260, with a volume of 5067587 shares traded. The stock had previously closed at $33.10.

The oil and gas producer reported $0.75 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.06. The firm had revenue of $13.79 billion during the quarter, compared to analyst estimates of $12.44 billion. Enterprise Products Partners had a return on equity of 19.43% and a net margin of 11.05%.The company’s revenue was down 2.9% on a year-over-year basis. During the same period last year, the company earned $0.74 earnings per share.

Enterprise Products Partners Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be paid a dividend of $0.55 per share. This represents a $2.20 dividend on an annualized basis and a dividend yield of 6.3%. This is a positive change from Enterprise Products Partners’s previous quarterly dividend of $0.55. The ex-dividend date of this dividend is Friday, January 30th. Enterprise Products Partners’s payout ratio is presently 83.02%.

Enterprise Products Partners declared that its Board of Directors has authorized a stock buyback plan on Thursday, October 30th that allows the company to repurchase $5.00 billion in outstanding 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 typically a sign that the company’s board of directors believes its stock is undervalued.

Trending Headlines about Enterprise Products Partners

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

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. Morgan Stanley lowered Enterprise Products Partners from an “equal weight” rating to an “underweight” rating and set a $34.00 price target on the stock. in a research report on Thursday, December 18th. Scotiabank reissued a “sector perform” rating on shares of Enterprise Products Partners in a research note on Friday, January 16th. Raymond James Financial lowered Enterprise Products Partners from a “strong-buy” rating to an “outperform” rating and set a $36.00 target price for the company. in a research report on Monday, January 5th. UBS Group reiterated a “buy” rating on shares of Enterprise Products Partners in a research report on Tuesday, December 16th. Finally, TD Cowen lifted their price objective on shares of Enterprise Products Partners from $33.00 to $34.00 and gave the stock a “hold” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Enterprise Products Partners has a consensus rating of “Moderate Buy” and an average price target of $35.62.

Insiders Place Their Bets

In related news, Director John R. Rutherford acquired 15,000 shares of the stock in a transaction dated Monday, December 29th. The stock was bought at an average price of $32.09 per share, with a total value of $481,350.00. Following the completion of the transaction, the director directly owned 173,586 shares of the company’s stock, valued at approximately $5,570,374.74. The trade was a 9.46% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 32.60% of the company’s stock.

Hedge Funds Weigh In On Enterprise Products Partners

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. PMV Capital Advisers LLC bought a new stake in shares of Enterprise Products Partners in the fourth quarter valued at about $25,000. Winnow Wealth LLC acquired a new stake in Enterprise Products Partners in the 2nd quarter valued at approximately $28,000. Palisade Asset Management LLC bought a new stake in Enterprise Products Partners in the 3rd quarter valued at approximately $31,000. Traub Capital Management LLC bought a new stake in Enterprise Products Partners in the 2nd quarter valued at approximately $31,000. Finally, Texas Capital Bancshares Inc TX acquired a new position in Enterprise Products Partners during the 3rd quarter worth approximately $32,000. 26.07% of the stock is owned by institutional investors and hedge funds.

Enterprise Products Partners Stock Up 1.6%

The company has a current ratio of 0.88, a quick ratio of 0.60 and a debt-to-equity ratio of 1.04. The company has a market capitalization of $76.11 billion, a P/E ratio of 13.23, a PEG ratio of 2.43 and a beta of 0.60. The firm’s 50 day moving average price is $32.51 and its two-hundred day moving average price is $31.82.

About Enterprise Products Partners

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.