US Capital Advisors Has Bullish Forecast for EPD Q1 Earnings

Enterprise Products Partners L.P. (NYSE:EPD) – Investment analysts at US Capital Advisors boosted their Q1 2026 earnings estimates for Enterprise Products Partners in a research note issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now forecasts that the oil and gas producer will post earnings per share of $0.72 for the quarter, up from their prior estimate of $0.67. The consensus estimate for Enterprise Products Partners’ current full-year earnings is $2.90 per share. US Capital Advisors also issued estimates for Enterprise Products Partners’ Q2 2026 earnings at $0.69 EPS, Q3 2026 earnings at $0.72 EPS, Q1 2027 earnings at $0.74 EPS, Q2 2027 earnings at $0.77 EPS, Q3 2027 earnings at $0.81 EPS, Q4 2027 earnings at $0.87 EPS and FY2028 earnings at $3.37 EPS.

A number of other brokerages have also recently commented on EPD. TD Cowen increased their target price on Enterprise Products Partners from $33.00 to $34.00 and gave the company a “hold” rating in a report on Wednesday, February 4th. Morgan Stanley upped their price objective on Enterprise Products Partners from $34.00 to $38.00 and gave the company an “underweight” rating in a research report on Wednesday, March 18th. Barclays increased their price objective on Enterprise Products Partners from $38.00 to $39.00 and gave the company an “overweight” rating in a research note on Thursday, March 5th. Royal Bank Of Canada reiterated an “outperform” rating and set a $40.00 price objective on shares of Enterprise Products Partners in a research report on Wednesday, February 4th. Finally, Jefferies Financial Group reissued a “hold” rating and issued a $34.00 target price on shares of Enterprise Products Partners in a research note on Wednesday, February 4th. One 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. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $37.14.

Enterprise Products Partners Trading Up 1.5%

Shares of Enterprise Products Partners stock opened at $38.13 on Tuesday. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.04 and a quick ratio of 0.74. Enterprise Products Partners has a 1 year low of $27.77 and a 1 year high of $38.22. The company has a market capitalization of $82.43 billion, a P/E ratio of 14.34, a P/E/G ratio of 1.50 and a beta of 0.59. The business has a 50 day moving average price of $35.45 and a 200 day moving average price of $33.00.

Enterprise Products Partners (NYSE:EPD) last issued its quarterly earnings data on Monday, February 2nd. The oil and gas producer reported $0.75 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.06. The firm 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 19.33%. The firm’s revenue was down 2.9% on a year-over-year basis. During the same period in the prior year, the company earned $0.74 EPS.

Institutional Trading of Enterprise Products Partners

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Auto Owners Insurance Co grew its holdings in Enterprise Products Partners by 3,106.0% during the 4th quarter. Auto Owners Insurance Co now owns 32,060,000 shares of the oil and gas producer’s stock worth $102,784,000 after acquiring an additional 31,060,000 shares in the last quarter. CIBC Bancorp USA Inc. acquired a new stake in shares of Enterprise Products Partners in the 3rd quarter valued at about $292,194,000. Goldman Sachs Group Inc. raised its stake in shares of Enterprise Products Partners by 12.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 18,163,343 shares of the oil and gas producer’s stock valued at $582,317,000 after purchasing an additional 1,940,583 shares in the last quarter. Energy Income Partners LLC lifted its position in shares of Enterprise Products Partners by 14.3% during the second quarter. Energy Income Partners LLC now owns 14,624,238 shares of the oil and gas producer’s stock worth $453,498,000 after purchasing an additional 1,834,659 shares during the last quarter. Finally, Corient Private Wealth LLC grew its stake in Enterprise Products Partners by 119.4% in the second quarter. Corient Private Wealth LLC now owns 2,414,035 shares of the oil and gas producer’s stock worth $74,859,000 after purchasing an additional 1,313,976 shares in the last quarter. 26.07% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Enterprise Products Partners news, CEO Aj Teague bought 2,665 shares of Enterprise Products Partners stock in a transaction that occurred on Friday, March 20th. The shares were acquired at an average price of $37.55 per share, for a total transaction of $100,070.75. Following the acquisition, the chief executive officer owned 77,576 shares of the company’s stock, valued at $2,912,978.80. The trade was a 3.56% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director John R. Rutherford bought 15,000 shares of the firm’s 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 transaction, the director directly owned 173,586 shares of the company’s stock, valued at approximately $5,570,374.74. This trade represents a 9.46% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 32.60% of the company’s stock.

Enterprise Products Partners Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were paid a dividend of $0.55 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $2.20 annualized dividend and a dividend yield of 5.8%. This is a boost from Enterprise Products Partners’s previous quarterly dividend of $0.55. Enterprise Products Partners’s dividend payout ratio is presently 82.71%.

Enterprise Products Partners News Summary

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

• Positive Sentiment: CEO insider buy — CEO Aj Teague purchased 2,665 shares at ~$37.55, a meaningful personal purchase that signals executive confidence and often supports near‑term buying interest. Insider Buying: EPD CEO
• Positive Sentiment: US Capital Advisors raised some forward forecasts — the firm bumped Q1 2026 EPS to $0.72 (from $0.67) and projects FY2028 EPS of $3.37, well above the current consensus of ~$2.90. That mix (near‑term raise + stronger long‑term view) can support optimism about medium‑term earnings power and distribution coverage.
• Positive Sentiment: Dividend yield and recent payment — EPD recently paid a $0.55 quarterly dividend (annualized $2.20) implying ~5.8% yield. For income‑focused investors this stable high yield is a core support for the share price.
• Neutral Sentiment: Valuation and recent total-return coverage — commentary (e.g., Yahoo Finance) highlights strong recent total returns and keeps valuation in focus; such pieces can attract long‑term investors but don’t drive immediate moves alone. Valuation Article
• Neutral Sentiment: Inclusion in “best of” energy/high‑yield lists — multiple consumer investing articles list EPD among high‑yield or dividend names; useful for steady flows but a mixed signal for directional trading.
• Negative Sentiment: Near‑term EPS trims from US Capital Advisors — the firm cut Q2 2026 to $0.69 (from $0.70) and Q3 2026 to $0.72 (from $0.73). Small downgrades like these can pressure short‑term sentiment, especially vs. prior guidance.
• Negative Sentiment: Mixed analyst ratings — recent activity includes downgrades (Wolfe to underperform) and underweight calls from large brokers even as some firms raised targets; the split leaves the consensus rating at a cautious “Hold” and a price target near current levels, which can cap upside.

Enterprise Products Partners Company Profile

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.