Wealth Enhancement Advisory Services LLC Reduces Stock Holdings in Energy Transfer LP $ET

Wealth Enhancement Advisory Services LLC lessened its position in shares of Energy Transfer LP (NYSE:ET) by 2.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,091,436 shares of the pipeline company’s stock after selling 32,756 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Energy Transfer were worth $17,736,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. HBK Sorce Advisory LLC increased its holdings in Energy Transfer by 3.4% during the 3rd quarter. HBK Sorce Advisory LLC now owns 19,018 shares of the pipeline company’s stock valued at $321,000 after acquiring an additional 628 shares in the last quarter. Magnus Financial Group LLC lifted its holdings in shares of Energy Transfer by 2.0% in the third 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 in the last quarter. Perigon Wealth Management LLC grew its position in shares of Energy Transfer by 1.7% in the third 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 last quarter. Veracity Capital LLC grew its position in shares of Energy Transfer by 1.9% in the third quarter. Veracity Capital LLC now owns 36,791 shares of the pipeline company’s stock valued at $631,000 after purchasing an additional 689 shares during the last quarter. Finally, Modern Wealth Management LLC increased its stake in shares of Energy Transfer by 5.2% during the 3rd quarter. Modern Wealth Management LLC now owns 14,280 shares of the pipeline company’s stock worth $245,000 after purchasing an additional 701 shares in the last quarter. 38.22% of the stock is owned by institutional investors and hedge funds.

Energy Transfer Stock Down 0.1%

Shares of NYSE ET opened at $19.20 on Thursday. The firm has a market cap of $66.04 billion, a P/E ratio of 15.86, a price-to-earnings-growth ratio of 1.07 and a beta of 0.63. The company has a debt-to-equity ratio of 1.50, a quick ratio of 0.90 and a current ratio of 1.22. Energy Transfer LP has a 1 year low of $14.60 and a 1 year high of $19.47. The firm’s 50 day moving average price is $18.47 and its 200 day moving average price is $17.37.

Energy Transfer (NYSE:ET) last issued its quarterly earnings results on Tuesday, February 17th. The pipeline company reported $0.25 earnings per share 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 during the quarter, compared to analyst estimates of $23.56 billion. During the same quarter last year, the firm posted $0.29 earnings per share. The company’s revenue was up 29.6% on a year-over-year basis. As a group, sell-side analysts anticipate that Energy Transfer LP will post 1.46 earnings per share for the current year.

Energy Transfer Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Friday, February 6th were paid a $0.335 dividend. The ex-dividend date was Friday, February 6th. This is an increase from Energy Transfer’s previous quarterly dividend of $0.33. This represents a $1.34 annualized dividend and a yield of 7.0%. Energy Transfer’s payout ratio is currently 110.74%.

Analysts Set New Price Targets

A number of research firms recently issued reports on ET. Royal Bank Of Canada raised Energy Transfer to a “moderate buy” rating in a research note on Monday, December 15th. Barclays reissued an “overweight” rating and set a $22.00 price target (down from $25.00) on shares of Energy Transfer in a research report on Monday, January 12th. Scotiabank reissued an “outperform” rating on shares of Energy Transfer in a report on Friday, January 16th. Weiss Ratings restated a “buy (b-)” rating on shares of Energy Transfer in a research report on Wednesday, December 24th. Finally, TD Cowen increased their price objective on Energy Transfer from $20.00 to $21.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $21.60.

Energy Transfer News Roundup

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

• Positive Sentiment: Truist (and media reports) initiated coverage with a buy/strong‑buy and set a $23 price target (≈20% upside vs. the current level) — a catalyst that can draw inflows and support the stock. Truist Initiates Coverage
• Positive Sentiment: Sector/stock bullish writeups highlight ET’s large pipeline of commercially secured expansion projects and potential demand tailwinds (e.g., data centers), reinforcing longer‑term growth and income narratives for income‑oriented investors. Fool: Iran Talks / Energy Picks
• Neutral Sentiment: Media interest and screens are highlighting ET as a “most‑watched” stock, which can increase short‑term volatility and trading volume but doesn’t by itself change fundamentals. Yahoo: Most‑Watched Stock
• Neutral Sentiment: Bullish commentary from independent investors/analysts argues ET remains undervalued on cash flow and growth projects; useful context for long‑term investors but not an immediate earnings catalyst. Seeking Alpha: Undervalued Thesis
• Negative Sentiment: US Capital Advisors cut multiple 2026–2027 quarterly and full‑year EPS forecasts (FY2026 lowered from $1.34 to $1.17; FY2027 trimmed to $1.26 from $1.43; Q1–Q4 2026 quarterly cuts), which directly pressures near‑term earnings expectations and could temper trader sentiment. These downward revisions are the primary short‑term bearish driver. (Source: firm research summaries)

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.