CVA Family Office LLC Sells 95,918 Shares of Energy Transfer LP $ET

CVA Family Office LLC reduced its position in Energy Transfer LP (NYSE:ET) by 94.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 5,435 shares of the pipeline company’s stock after selling 95,918 shares during the period. CVA Family Office LLC’s holdings in Energy Transfer were worth $90,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Financial Life Planners acquired a new position in shares of Energy Transfer during the third quarter valued at $34,000. Core Alternative Capital acquired a new stake in Energy Transfer in the third quarter worth about $46,000. FSC Wealth Advisors LLC acquired a new stake in Energy Transfer in the second quarter worth about $50,000. Clearstead Trust LLC bought a new stake in Energy Transfer during the 3rd quarter worth about $50,000. Finally, Golden State Wealth Management LLC raised its holdings in Energy Transfer by 38.9% during the 3rd quarter. Golden State Wealth Management LLC now owns 2,918 shares of the pipeline company’s stock worth $50,000 after purchasing an additional 817 shares during the last quarter. Institutional investors own 38.22% of the company’s stock.

Key Energy Transfer News

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

• Positive Sentiment: Truist Securities initiated coverage of Energy Transfer with a buy/strong‑buy recommendation, a clear catalyst that typically supports share gains by attracting investor interest and capital. Truist initiates coverage
• Positive Sentiment: Zacks highlighted that Energy Transfer outperformed the broader market on the session—an observation that cited the recent analyst upgrade and the company’s visible growth projects as reasons investors rotated into ET. Why the Market Dipped But ET Gained
• Positive Sentiment: The Motley Fool included Energy Transfer among energy names singled out as attractive amid potential oil‑price volatility, noting ET’s commercially secured expansion projects — supportive for medium‑term growth expectations. Fool: 3 Energy Stocks
• Neutral Sentiment: Sector note: Oneok (OKE) has rallied since its results, a reminder that pipeline peers’ moves and commodity price action can spill over into ET trading — a sector dynamic investors should watch but that isn’t specific to ET’s fundamentals. Oneok sector note
• Negative Sentiment: US Capital Advisors cut multiple near‑term and medium‑term EPS estimates for Energy Transfer (Q1–Q4 2026 and FY2026/FY2027), lowering FY2026 to ~$1.17 from prior forecasts — a downward revision that could weigh on sentiment if other shops follow. US Capital Advisors cuts estimates

Energy Transfer Trading Up 1.4%

NYSE:ET opened at $19.41 on Friday. Energy Transfer LP has a 1-year low of $14.60 and a 1-year high of $19.47. The business’s 50-day moving average price is $18.51 and its two-hundred day moving average price is $17.39. 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 $66.78 billion, a price-to-earnings ratio of 16.04, a PEG ratio of 1.07 and a beta of 0.63.

Energy Transfer (NYSE:ET) last posted its earnings results on Tuesday, February 17th. The pipeline company reported $0.25 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.34 by ($0.09). The company had revenue of $25.32 billion for the quarter, compared to analyst estimates of $23.56 billion. Energy Transfer had a return on equity of 10.17% and a net margin of 5.11%.Energy Transfer’s quarterly revenue was up 29.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.29 earnings per share. On average, equities analysts expect that Energy Transfer LP will post 1.46 earnings per share for the current year.

Energy Transfer Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Friday, February 6th were paid a dividend of $0.335 per share. This represents a $1.34 annualized dividend and a yield of 6.9%. The ex-dividend date of this dividend was Friday, February 6th. This is a positive change from Energy Transfer’s previous quarterly dividend of $0.33. Energy Transfer’s payout ratio is 110.74%.

Analysts Set New Price Targets

Several research analysts have recently issued reports on ET shares. Royal Bank Of Canada raised shares of Energy Transfer to a “moderate buy” rating in a research note on Monday, December 15th. TD Cowen boosted their price target on shares of Energy Transfer from $20.00 to $21.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Wells Fargo & Company increased their price objective on shares of Energy Transfer from $23.00 to $25.00 and gave the company an “overweight” rating in a report on Friday, March 13th. Truist Financial began coverage on shares of Energy Transfer in a research note on Tuesday. They issued a “buy” rating and a $23.00 price objective on the stock. Finally, Barclays reaffirmed an “overweight” rating and set a $22.00 target price (down from $25.00) on shares of Energy Transfer in a report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $21.60.

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.