Enterprise Products Partners (NYSE:EPD) Trading Up 1.6% Following Better-Than-Expected Earnings

Enterprise Products Partners L.P. (NYSE:EPD) shares shot up 1.6% on Wednesday following a stronger than expected earnings report. The company traded as high as $35.35 and last traded at $35.18. 10,179,891 shares traded hands during mid-day trading, an increase of 98% from the average session volume of 5,151,387 shares. The stock had previously closed at $34.63.

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

Enterprise Products Partners Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be given a $0.55 dividend. This is an increase from Enterprise Products Partners’s previous quarterly dividend of $0.55. This represents a $2.20 annualized dividend and a dividend yield of 6.3%. The ex-dividend date of this dividend is Friday, January 30th. Enterprise Products Partners’s dividend payout ratio (DPR) is 82.71%.

Enterprise Products Partners announced 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 outstanding shares. This repurchase authorization allows the oil and gas producer to purchase up to 7.4% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board believes its stock is undervalued.

Key Enterprise Products Partners News

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

• Positive Sentiment: Q4 2025 beat and strong results — EPD reported a Q4 earnings and revenue beat, with record 2025 EBITDA and an updated capital-return plan (larger buybacks) that buoy investor confidence. Article Title
• Positive Sentiment: Capital returns & valuation focus — Analysts and commentators highlighted how record Q4 results plus bigger buybacks affect valuation and yield, supporting the case for steady distributable cash flow and shareholder returns. Article Title
• Positive Sentiment: Price-target lift from Wells Fargo — Wells Fargo raised its target to $38 (now “equal weight”), implying mid-single-digit upside and lending some support to the stock. Article Title
• Neutral Sentiment: Consensus remains constructive — MarketBeat’s compilation shows an average “Moderate Buy” from covering brokerages (mix of buy/hold/sell), indicating varied views despite the strong quarter. Article Title
• Neutral Sentiment: Scotiabank stays on “hold” — Some brokers remain cautious and kept neutral ratings, which tempers upside even after the beat. Article Title
• Negative Sentiment: Analyst estimate trims — US Capital Advisors trimmed FY2026/FY2027 EPS forecasts modestly, which can pressure sentiment as forward estimates are revised. Article Title
• Negative Sentiment: Profit-taking and volatility after the beat — EPD briefly rallied (reports note a jump after the earnings beat) and then gave back gains; higher-than-average volume suggests short-term profit-taking and rotation. Article Title

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $32.00 target price on shares of Enterprise Products Partners in a report on Friday, December 19th. JPMorgan Chase & Co. restated a “neutral” rating and issued a $35.00 price objective on shares of Enterprise Products Partners in a research note on Monday, December 1st. Barclays reaffirmed an “overweight” rating and set a $38.00 target price (up previously from $35.00) on shares of Enterprise Products Partners in a research report on Wednesday. TD Cowen increased their price target on shares of Enterprise Products Partners from $33.00 to $34.00 and gave the company a “hold” rating in a report on Wednesday. Finally, Jefferies Financial Group restated a “hold” rating and set a $34.00 price objective on shares of Enterprise Products Partners in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $36.00.

Insider Activity at Enterprise Products Partners

In other Enterprise Products Partners news, Director John R. Rutherford acquired 15,000 shares of Enterprise Products Partners stock in a transaction dated Monday, December 29th. The stock was bought at an average cost of $32.09 per share, with a total value of $481,350.00. Following the acquisition, the director 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 purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 32.60% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in EPD. Invesco Ltd. raised its holdings in shares of 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 worth $830,671,000 after buying an additional 69,505 shares in the last quarter. American Century Companies Inc. grew its position in Enterprise Products Partners by 1.4% in the second quarter. American Century Companies Inc. now owns 18,652,232 shares of the oil and gas producer’s stock valued at $578,406,000 after acquiring an additional 252,513 shares during the period. Energy Income Partners LLC grew its position in Enterprise Products Partners by 0.6% in the third quarter. Energy Income Partners LLC now owns 14,705,122 shares of the oil and gas producer’s stock valued at $459,829,000 after acquiring an additional 80,884 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Enterprise Products Partners by 1.9% during the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 11,570,499 shares of the oil and gas producer’s stock worth $361,810,000 after acquiring an additional 214,995 shares in the last quarter. Finally, CIBC Bancorp USA Inc. acquired a new position in Enterprise Products Partners during the third quarter worth $292,194,000. Institutional investors and hedge funds own 26.07% of the company’s stock.

Enterprise Products Partners Stock Performance

The company has a quick ratio of 0.60, a current ratio of 0.88 and a debt-to-equity ratio of 1.04. The stock has a fifty day simple moving average of $32.56 and a 200-day simple moving average of $31.84. The company has a market capitalization of $75.58 billion, a P/E ratio of 13.13, a PEG ratio of 2.48 and a beta of 0.60.

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.