Energy Transfer (NYSE:ET) Trading 1.5% Higher – Here’s What Happened

Energy Transfer LP (NYSE:ET)’s stock price shot up 1.5% on Tuesday . The stock traded as high as $20.67 and last traded at $20.3840. 42,118,199 shares changed hands during trading, an increase of 155% from the average session volume of 16,495,361 shares. The stock had previously closed at $20.08.

Energy Transfer News Roundup

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

• Positive Sentiment: Company raised 2026 adjusted EBITDA guidance to $18.2–$18.6 billion, signaling stronger-than-expected underlying EBITDA outlook. Energy Transfer Q1 Earnings Lag Estimates, Revenues Increase Y/Y
• Positive Sentiment: Q1 revenue beat — $27.77B vs. ~$25.6B consensus — driven by record volumes, supporting growth expectations and cash generation potential. Energy Transfer Stock Tests Resistance After Revenue Beat, Record Volumes
• Positive Sentiment: Unusually large call-option buying (102,786 calls, ~93% above typical volume) indicates bullish positioning by traders/hedge funds ahead of or after the print. (Options flow reported 5/5)
• Neutral Sentiment: Management provided additional detail on capital allocation: ~ $1.5B spent on organic growth capital YTD focused on intrastate, NGL, refined products and interstate segments — useful for modeling but mixed for near-term free cash. Energy Transfer (ET) Q1 2026 Earnings Transcript
• Neutral Sentiment: Market previews and call recaps highlighted expectations and longer-term strategy; useful context but not market-moving on its own. Energy Transfer LP Q1 2026 Earnings Call Summary
• Negative Sentiment: Q1 EPS missed consensus ($0.35 reported vs. $0.38 expected), a headline that can temper investor enthusiasm despite the revenue beat. Energy Transfer Reports First Quarter 2026 Results and Updates 2026 Financial Guidance
• Negative Sentiment: Management noted materially lower adjusted DCF to partners (~$2.7B) versus the prior-year quarter, implying compression in distributable cash flow that may pressure distributions or valuation multiples going forward. Energy Transfer (ET) Q1 2026 Earnings Transcript

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the company. UBS Group reiterated a “buy” rating on shares of Energy Transfer in a report on Wednesday, January 7th. Truist Financial initiated coverage on Energy Transfer in a research note on Tuesday, March 24th. They issued a “buy” rating and a $23.00 target price on the stock. TD Cowen increased their target price on Energy Transfer from $20.00 to $21.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Wells Fargo & Company increased their target price on Energy Transfer from $23.00 to $25.00 and gave the company an “overweight” rating in a research note on Friday, March 13th. Finally, Barclays reissued an “overweight” rating and issued a $22.00 target price (down from $25.00) on shares of Energy Transfer in a research note on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $21.60.

Energy Transfer Stock Up 1.5%

The firm has a fifty day simple moving average of $18.99 and a 200-day simple moving average of $17.75. The company has a market capitalization of $70.13 billion, a P/E ratio of 16.85, a P/E/G ratio of 1.09 and a beta of 0.57. The company has a quick ratio of 0.90, a current ratio of 1.22 and a debt-to-equity ratio of 1.50.

Energy Transfer (NYSE:ET) last announced its quarterly earnings results on Tuesday, May 5th. The pipeline company reported $0.35 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.38 by ($0.03). Energy Transfer had a return on equity of 10.17% and a net margin of 5.11%.The business had revenue of $27.77 billion during the quarter, compared to the consensus estimate of $25.58 billion. During the same quarter last year, the company earned $0.36 earnings per share. The firm’s revenue was up 32.1% compared to the same quarter last year. On average, equities research analysts expect that Energy Transfer LP will post 1.52 EPS for the current fiscal year.

Energy Transfer Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Investors of record on Friday, May 8th will be given a $0.3375 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.35 dividend on an annualized basis and a yield of 6.6%. This is a boost from Energy Transfer’s previous quarterly dividend of $0.34. Energy Transfer’s payout ratio is 110.74%.

Institutional Trading of Energy Transfer

Institutional investors have recently made changes to their positions in the business. NFSG Corp boosted its holdings in Energy Transfer by 8.4% during the first quarter. NFSG Corp now owns 95,876 shares of the pipeline company’s stock worth $1,850,000 after purchasing an additional 7,429 shares during the last quarter. Ethos Financial Group LLC increased its stake in Energy Transfer by 11.5% in the 1st quarter. Ethos Financial Group LLC now owns 22,298 shares of the pipeline company’s stock valued at $430,000 after buying an additional 2,303 shares during the last quarter. Sanctuary Advisors LLC lifted its position in Energy Transfer by 15.8% during the 1st quarter. Sanctuary Advisors LLC now owns 1,888,661 shares of the pipeline company’s stock worth $36,451,000 after buying an additional 257,954 shares in the last quarter. Cornerstone Advisory LLC lifted its position in Energy Transfer by 2.6% during the 1st quarter. Cornerstone Advisory LLC now owns 106,560 shares of the pipeline company’s stock worth $2,057,000 after buying an additional 2,701 shares in the last quarter. Finally, Adell Harriman & Carpenter Inc. boosted its stake in shares of Energy Transfer by 0.3% during the 1st quarter. Adell Harriman & Carpenter Inc. now owns 281,696 shares of the pipeline company’s stock worth $5,437,000 after buying an additional 832 shares during the last quarter. Institutional investors own 38.22% of the company’s stock.

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.