Capital Investment Advisors LLC Increases Stake in Energy Transfer LP $ET

Capital Investment Advisors LLC increased its position in Energy Transfer LP (NYSE:ET) by 15.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 386,101 shares of the pipeline company’s stock after buying an additional 50,674 shares during the quarter. Capital Investment Advisors LLC’s holdings in Energy Transfer were worth $6,367,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ET. Fiduciary Financial Group LLC raised its stake in shares of Energy Transfer by 2.2% during the fourth quarter. Fiduciary Financial Group LLC now owns 28,106 shares of the pipeline company’s stock valued at $463,000 after acquiring an additional 607 shares during the last quarter. Howard Financial Services LTD. boosted its holdings in shares of Energy Transfer by 0.3% during the fourth quarter. Howard Financial Services LTD. now owns 188,175 shares of the pipeline company’s stock worth $3,103,000 after purchasing an additional 623 shares during the period. HBK Sorce Advisory LLC grew its stake in shares of Energy Transfer by 3.4% in the third quarter. HBK Sorce Advisory LLC now owns 19,018 shares of the pipeline company’s stock worth $321,000 after purchasing an additional 628 shares during the last quarter. Magnus Financial Group LLC increased its holdings in Energy Transfer by 2.0% during the 3rd quarter. Magnus Financial Group LLC now owns 31,430 shares of the pipeline company’s stock valued at $539,000 after purchasing an additional 629 shares during the period. Finally, Perigon Wealth Management LLC increased its holdings in Energy Transfer by 1.7% during the 3rd quarter. Perigon Wealth Management LLC now owns 39,585 shares of the pipeline company’s stock valued at $679,000 after purchasing an additional 644 shares during the period. 38.22% of the stock is currently owned by institutional investors.

Energy Transfer News Roundup

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

• Positive Sentiment: Analysts and retail outlets are re‑assessing ET after a recent multi‑period upswing in the unit price, pushing the partnership back onto investor radar for its income profile and perceived value. This coverage helps explain buying interest and short‑term momentum. Reassessing Energy Transfer (ET) Valuation After Its Recent Unit Price Upswing
• Positive Sentiment: Investor commentary highlights ET as a defensive income play that can perform regardless of big swings in oil prices thanks to fee‑based midstream cash flows and a high yield, which likely attracts yield‑seeking buyers. 1 Stock That Wins Whether Oil Goes to $120 or $60
• Positive Sentiment: Coverage emphasizing ET’s rising dividend and total‑return case (annual payout noted) is contributing to demand from income investors, supporting the recent price appreciation. 1 Reason Energy Transfer Could Be the Best Dividend Stock of 2026
• Neutral Sentiment: Market commentators and Zacks pointed out that while the broader market dipped, ET outperformed intraday — a sign of sector/flow dynamics rather than a clear fundamental catalyst. This suggests relative safety/rotation into pipelines. Why the Market Dipped But Energy Transfer LP (ET) Gained Today
• Neutral Sentiment: New coverage initiations and notes from firms such as Truist and US Capital Advisors have increased the flow of published research; impact depends on the tone of those reports but they raise visibility. Energy Transfer (NYSE:ET) Coverage Initiated at Truist Financial
• Negative Sentiment: Long‑standing investor Abrams Capital trimmed its stake in ET, which could be viewed as a cautionary signal by some investors even though the hedge fund remains a long‑term holder. That trimming may cap upside for some buyers. Energy Transfer LP (ET): Billionaire David Abrams Trims Stake
• Neutral Sentiment: Live quote and quoting pages continue to circulate (market data feeds), useful for traders but not a direct fundamental driver. energy transfer operating lp – ET

Energy Transfer Trading Up 1.1%

NYSE:ET opened at $19.66 on Friday. The company has a market cap of $67.62 billion, a PE ratio of 16.24, a price-to-earnings-growth ratio of 1.10 and a beta of 0.63. 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 company has a 50 day simple moving average of $18.55 and a two-hundred day simple moving average of $17.41. Energy Transfer LP has a 12 month low of $14.60 and a 12 month high of $19.82.

Energy Transfer (NYSE:ET) last released its quarterly 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). Energy Transfer had a net margin of 5.11% and a return on equity of 10.17%. The business had revenue of $25.32 billion for the quarter, compared to analysts’ expectations of $23.56 billion. During the same period in the previous year, the company earned $0.29 EPS. Energy Transfer’s revenue for the quarter was up 29.6% compared to the same quarter last year. Research analysts forecast that Energy Transfer LP will post 1.46 earnings per share for the current year.

Energy Transfer Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Friday, February 6th were issued a $0.335 dividend. The ex-dividend date of this dividend was Friday, February 6th. This represents a $1.34 annualized dividend and a yield of 6.8%. This is an increase from Energy Transfer’s previous quarterly dividend of $0.33. Energy Transfer’s payout ratio is currently 110.74%.

Wall Street Analyst Weigh In

ET has been the subject of a number of recent analyst reports. Royal Bank Of Canada upgraded Energy Transfer to a “moderate buy” rating in a report on Monday, December 15th. Barclays reissued an “overweight” rating and set a $22.00 price objective (down from $25.00) on shares of Energy Transfer in a research report on Monday, January 12th. Morgan Stanley upped their price objective on shares of Energy Transfer from $19.00 to $21.00 and gave the stock an “equal weight” rating in a report on Tuesday, March 10th. UBS Group reaffirmed a “buy” rating on shares of Energy Transfer in a research report on Wednesday, January 7th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Energy Transfer in a research report on Wednesday, December 24th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price 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.