US Capital Advisors Weighs in on Energy Transfer Q1 Earnings

Energy Transfer LP (NYSE:ET) – Investment analysts at US Capital Advisors dropped their Q1 2026 earnings per share (EPS) estimates for shares of Energy Transfer in a report issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now expects that the pipeline company will post earnings of $0.29 per share for the quarter, down from their prior forecast of $0.34. The consensus estimate for Energy Transfer’s current full-year earnings is $1.46 per share. US Capital Advisors also issued estimates for Energy Transfer’s Q2 2026 earnings at $0.28 EPS, Q3 2026 earnings at $0.28 EPS, Q4 2026 earnings at $0.31 EPS, FY2026 earnings at $1.17 EPS, Q1 2027 earnings at $0.30 EPS, FY2027 earnings at $1.26 EPS and FY2028 earnings at $1.29 EPS.

Energy Transfer (NYSE:ET) last released its earnings results on Tuesday, February 17th. The pipeline company reported $0.25 EPS for the quarter, missing the consensus estimate of $0.34 by ($0.09). The business 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%.The company’s revenue for the quarter was up 29.6% on a year-over-year basis. During the same period in the prior year, the business earned $0.29 EPS.

ET has been the subject of several other research reports. Barclays reiterated an “overweight” rating and issued a $22.00 price objective (down from $25.00) on shares of Energy Transfer in a research note on Monday, January 12th. Weiss Ratings restated a “buy (b-)” rating on shares of Energy Transfer in a report on Wednesday, December 24th. Royal Bank Of Canada raised shares of Energy Transfer to a “moderate buy” rating in a research note on Monday, December 15th. Jefferies Financial Group reiterated a “hold” rating on shares of Energy Transfer in a report on Wednesday, February 18th. Finally, TD Cowen increased their price objective on shares of Energy Transfer from $20.00 to $21.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Energy Transfer currently has an average rating of “Moderate Buy” and a consensus target price of $21.60.

Energy Transfer Price Performance

Energy Transfer stock opened at $19.41 on Wednesday. The stock 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 has a 52-week low of $14.60 and a 52-week high of $19.47. The company has a debt-to-equity ratio of 1.50, a quick ratio of 0.90 and a current ratio of 1.22. The stock’s 50 day moving average price is $18.51 and its two-hundred day moving average price is $17.39.

Hedge Funds Weigh In On Energy Transfer

Large investors have recently added to or reduced their stakes in the business. Rockefeller Capital Management L.P. increased its holdings in Energy Transfer by 14.6% during the 4th quarter. Rockefeller Capital Management L.P. now owns 4,544,553 shares of the pipeline company’s stock worth $74,940,000 after purchasing an additional 578,137 shares in the last quarter. Fund Advisors of America Inc FL bought a new position in shares of Energy Transfer in the fourth quarter valued at approximately $948,000. World Investment Advisors lifted its holdings in shares of Energy Transfer by 17.2% in the fourth quarter. World Investment Advisors now owns 114,499 shares of the pipeline company’s stock valued at $1,888,000 after purchasing an additional 16,781 shares in the last quarter. Nalls Sherbakoff Group LLC purchased a new position in shares of Energy Transfer during the fourth quarter valued at approximately $219,000. Finally, Corient Private Wealth LLC boosted its position in shares of Energy Transfer by 1.8% during the fourth quarter. Corient Private Wealth LLC now owns 1,880,623 shares of the pipeline company’s stock valued at $31,021,000 after buying an additional 33,344 shares during the last quarter. Institutional investors own 38.22% of the company’s stock.

Energy Transfer Increases Dividend

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

Key Headlines Impacting Energy Transfer

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 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.