US Capital Advisors Weighs in on EPD FY2027 Earnings

Enterprise Products Partners L.P. (NYSE:EPD) – Stock analysts at US Capital Advisors dropped their FY2027 earnings per share (EPS) estimates for Enterprise Products Partners in a research report issued on Monday, February 2nd. US Capital Advisors analyst J. Carreker now anticipates that the oil and gas producer will post earnings per share of $3.13 for the year, down from their prior estimate of $3.21. The consensus estimate for Enterprise Products Partners’ current full-year earnings is $2.90 per share.

Several other research analysts also recently issued reports on the company. Raymond James Financial downgraded Enterprise Products Partners from a “strong-buy” rating to an “outperform” rating and set a $36.00 price target for the company. in a research note on Monday, January 5th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $35.00 price target on shares of Enterprise Products Partners in a report on Monday, December 1st. Morgan Stanley cut shares of Enterprise Products Partners from an “equal weight” rating to an “underweight” rating and set a $34.00 price objective for the company. in a research note on Thursday, December 18th. Citigroup restated a “buy” rating and set a $39.00 price objective (up from $36.00) on shares of Enterprise Products Partners in a research report on Wednesday. Finally, Scotiabank reiterated a “sector perform” rating on shares of Enterprise Products Partners in a report on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Enterprise Products Partners has an average rating of “Moderate Buy” and an average target price of $35.62.

Enterprise Products Partners Price Performance

Shares of NYSE:EPD opened at $35.18 on Thursday. The business’s 50 day simple moving average is $32.51 and its 200-day simple moving average is $31.82. The firm has a market capitalization of $76.11 billion, a price-to-earnings ratio of 13.23, a price-to-earnings-growth ratio of 2.43 and a beta of 0.60. Enterprise Products Partners has a 12 month low of $27.77 and a 12 month high of $35.35. The company has a debt-to-equity ratio of 1.04, a current ratio of 0.88 and a quick ratio of 0.60.

Enterprise Products Partners (NYSE:EPD) last posted its quarterly earnings results on Tuesday, February 3rd. The oil and gas producer reported $0.75 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.06. The business had revenue of $13.79 billion for the quarter, compared to analysts’ expectations of $12.44 billion. Enterprise Products Partners had a net margin of 11.05% and a return on equity of 19.43%. The business’s revenue for the quarter was down 2.9% on a year-over-year basis. During the same period in the prior year, the company posted $0.74 EPS.

Enterprise Products Partners declared that its Board of Directors has authorized a stock repurchase program on Thursday, October 30th that permits the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization permits the oil and gas producer to purchase up to 7.4% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s management believes its stock is undervalued.

Enterprise Products Partners Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be given a dividend of $0.55 per share. This represents a $2.20 annualized dividend and a yield of 6.3%. This is a boost from Enterprise Products Partners’s previous quarterly dividend of $0.55. The ex-dividend date is Friday, January 30th. Enterprise Products Partners’s dividend payout ratio (DPR) is currently 83.02%.

Insider Transactions at Enterprise Products Partners

In other Enterprise Products Partners news, Director John R. Rutherford purchased 15,000 shares of the stock in a transaction on Monday, December 29th. The stock was bought at an average price of $32.09 per share, for a total transaction of $481,350.00. Following the acquisition, the director directly owned 173,586 shares of the company’s stock, valued at $5,570,374.74. This represents a 9.46% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Insiders own 32.60% of the company’s stock.

Institutional Investors Weigh In On Enterprise Products Partners

Hedge funds have recently modified their holdings of the stock. Moneco Advisors LLC grew its holdings in Enterprise Products Partners by 0.7% in the fourth quarter. Moneco Advisors LLC now owns 118,372 shares of the oil and gas producer’s stock valued at $3,795,000 after purchasing an additional 818 shares during the period. Stonebridge Financial Group LLC MO acquired a new position in shares of Enterprise Products Partners in the 4th quarter valued at $225,000. Independent Advisor Alliance grew its stake in shares of Enterprise Products Partners by 41.9% during the 4th quarter. Independent Advisor Alliance now owns 188,658 shares of the oil and gas producer’s stock valued at $6,048,000 after buying an additional 55,729 shares during the period. World Investment Advisors increased its holdings in shares of Enterprise Products Partners by 63.9% during the 4th quarter. World Investment Advisors now owns 84,457 shares of the oil and gas producer’s stock worth $2,708,000 after buying an additional 32,940 shares during the last quarter. Finally, Northeast Investment Management increased its holdings in shares of Enterprise Products Partners by 297.8% during the 4th quarter. Northeast Investment Management now owns 26,849 shares of the oil and gas producer’s stock worth $861,000 after buying an additional 20,100 shares during the last quarter. 26.07% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Enterprise Products Partners

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

• Positive Sentiment: Q4 beat on EPS and revenue — EPD reported $0.75 EPS vs. $0.69 expected and revenue above estimates, driven by higher volumes and better-than-expected results. Enterprise Reports Fourth Quarter 2025 Earnings (press release / slide deck)
• Positive Sentiment: Record EBITDA and bigger share buybacks — coverage notes management increased capital returns and buybacks after strong results, which supports distributions and shareholder value. How Record EBITDA and Bigger Buybacks Will Impact Enterprise Products Partners (EPD) Investors
• Positive Sentiment: Pipeline throughput hit new highs — record pipeline volumes helped beat topline forecasts and point to strength in fee-earning businesses. Enterprise Products Partners beats estimates with record pipeline volumes
• Neutral Sentiment: Industry outlook: Zacks highlights EPD among pipeline MLPs that are weathering headwinds — supportive context but not a catalyst by itself. Zacks Industry Outlook Highlights Enterprise Products Partners, Energy Transfer and Plains All American Pipeline
• Neutral Sentiment: High trading activity — intraday volume is roughly double the average, indicating active repositioning by investors after the prints. MarketBeat EPD quote & trading data
• Negative Sentiment: Analyst pricing context: TD Cowen raised its price target to $34 but maintained a “hold” rating, which implies limited near-term upside from current levels. EPD price target raised by TD Cowen (The Fly)
• Negative Sentiment: Mixed/trimmed forecasts: some brokers (US Capital Advisors) made small downward tweaks to FY2026 estimates — modestly negative for forward EPS expectations. MarketBeat: analyst estimate updates for EPD

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.