Enterprise Products Partners (NYSE:EPD) Announces Earnings Results

Enterprise Products Partners (NYSE:EPD) posted its quarterly earnings results on Tuesday. 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, FiscalAI reports. Enterprise Products Partners had a net margin of 11.05% and a return on equity of 19.43%. The company had revenue of $13.79 billion for the quarter, compared to analyst estimates of $12.44 billion. During the same period last year, the business posted $0.74 EPS. The business’s quarterly revenue was down 2.9% on a year-over-year basis.

Here are the key takeaways from Enterprise Products Partners’ conference call:

• Enterprise reported a record $2.7 billion of EBITDA in Q4 and a record adjusted cash flow from operations of $8.7 billion for 2025.
• The partnership brought multiple growth assets into service in 2025 (Frac 14, Midtown West, Orion, Neches River Terminal, Bahia pipeline), says all 20 Permian processing trains will be online by year-end, and ethane/LPG export terminals are highly contracted, supporting modest 2026 growth and expected double‑digit EBITDA growth in 2027.
• Capital returned to investors totaled about $5 billion in 2025 (≈$4.7B distributions and $300M buybacks); the partnership declared a Q4 distribution of $0.55 (+2.8%) and expects to allocate roughly 50%–60% of projected 2026 discretionary free cash flow to buybacks (rest to debt reduction).
• Commodity headwinds pressured margins—crude averaged ~ $12/bbl lower y/y and RGP/PGP spreads narrowed sharply—contributing to a 2025 discretionary free cash flow shortfall of -$1.6 billion and a consolidated leverage of 3.3x (above the 3.0x ±0.25 target), which management expects to normalize by end of 2026.

Enterprise Products Partners Price Performance

EPD stock traded up $0.12 during trading on Thursday, hitting $35.32. 744,470 shares of the stock traded hands, compared to its average volume of 4,941,127. The stock has a market cap of $76.40 billion, a price-to-earnings ratio of 13.27, a P/E/G ratio of 2.43 and a beta of 0.60. Enterprise Products Partners has a one year low of $27.77 and a one year high of $35.55. The company has a current ratio of 0.88, a quick ratio of 0.60 and a debt-to-equity ratio of 1.04. The company has a 50 day simple moving average of $32.51 and a 200 day simple moving average of $31.82.

Enterprise Products Partners Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be issued a $0.55 dividend. This represents a $2.20 annualized dividend and a dividend yield of 6.2%. The ex-dividend date of this dividend is Friday, January 30th. This is a positive change from Enterprise Products Partners’s previous quarterly dividend of $0.55. Enterprise Products Partners’s payout ratio is currently 83.02%.

Trending Headlines about Enterprise Products Partners

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

• Positive Sentiment: Q4 earnings and revenue topped analyst forecasts, driven by record pipeline volumes and stronger-than-expected throughput — the beat is the primary driver behind the stock strength. Enterprise Q4 Earnings Beat
• Positive Sentiment: Management reported record EBITDA and announced larger share buybacks / updated capital-return plans — these boost cash-return expectations and support the yield/valuation case for income-focused investors. Record EBITDA and Bigger Buybacks
• Positive Sentiment: Market reaction: shares hit a new 12‑month high and coverage remains skewed toward buy/hold — MarketBeat shows a consensus “Moderate Buy” from 16 brokerages, supporting momentum. Brokerage Ratings
• Neutral Sentiment: Analysts and research pieces emphasize valuation and the attractive yield; some analysts highlight EPD as a long-term income play given the distribution and buyback news — useful context but not an immediate catalyst. Yield/Valuation Commentary
• Neutral Sentiment: TD Cowen nudged its price target slightly higher to $34 while maintaining a “hold” rating — a modest signal that the firm sees less upside from current levels. TD Cowen Price Target
• Negative Sentiment: US Capital Advisors trimmed FY2026 and FY2027 EPS estimates slightly (small reductions in forecasts), which may cap near-term upward revisions if other shops follow — this is a modest headwind to consensus forward EPS.
• Neutral Sentiment: Earnings call transcript and investor presentation are available for deeper diligence (details on volumes, segment trends and capex guidance); these contain the granular data investors will parse for sustainability of the beat. Earnings Call Transcript

Enterprise Products Partners announced that its Board of Directors has initiated a share repurchase program on Thursday, October 30th that permits the company to buyback $5.00 billion in shares. This buyback authorization permits the oil and gas producer to buy up to 7.4% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s leadership believes its stock is undervalued.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Raymond James Financial downgraded Enterprise Products Partners from a “strong-buy” rating to an “outperform” rating and set a $36.00 target price on the stock. in a research report on Monday, January 5th. Jefferies Financial Group reissued a “hold” rating and set a $34.00 price objective on shares of Enterprise Products Partners in a report on Wednesday. Royal Bank Of Canada restated an “outperform” rating and issued a $40.00 target price on shares of Enterprise Products Partners in a research note on Wednesday. Wells Fargo & Company lifted their price target on shares of Enterprise Products Partners from $36.00 to $38.00 and gave the stock an “equal weight” rating in a research note on Thursday. Finally, Wolfe Research lowered shares of Enterprise Products Partners from a “peer perform” rating to an “underperform” rating and set a $31.00 price target on the stock. in a report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Enterprise Products Partners has an average rating of “Hold” and an average target price of $35.79.

Insider Buying and Selling at Enterprise Products Partners

In other Enterprise Products Partners news, Director John R. Rutherford purchased 15,000 shares of the firm’s stock in a transaction that occurred on Monday, December 29th. The shares were acquired at an average cost of $32.09 per share, for a total transaction of $481,350.00. Following the transaction, the director directly owned 173,586 shares in the company, 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 filing with the SEC, which is available through this link. Insiders own 32.60% of the company’s stock.

Hedge Funds Weigh In On Enterprise Products Partners

Institutional investors and hedge funds have recently bought and sold shares of the business. Greenline Partners LLC lifted its position in Enterprise Products Partners by 10.2% during the 3rd quarter. Greenline Partners LLC now owns 76,032 shares of the oil and gas producer’s stock worth $2,378,000 after buying an additional 7,010 shares in the last quarter. Keystone Financial Group lifted its position in shares of Enterprise Products Partners by 21.5% during the third quarter. Keystone Financial Group now owns 45,703 shares of the oil and gas producer’s stock worth $1,430,000 after purchasing an additional 8,080 shares in the last quarter. Palisade Asset Management LLC bought a new stake in shares of Enterprise Products Partners during the third quarter valued at approximately $31,000. Morningstar Investment Management LLC increased its holdings in shares of Enterprise Products Partners by 121.7% in the third quarter. Morningstar Investment Management LLC now owns 99,987 shares of the oil and gas producer’s stock valued at $3,127,000 after purchasing an additional 54,894 shares in the last quarter. Finally, Kestra Private Wealth Services LLC raised its position in Enterprise Products Partners by 9.0% in the 3rd quarter. Kestra Private Wealth Services LLC now owns 122,018 shares of the oil and gas producer’s stock worth $3,815,000 after purchasing an additional 10,034 shares during the last quarter. Institutional investors and hedge funds own 26.07% of the company’s stock.

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.