US Capital Advisors Weighs in on Energy Transfer Q3 Earnings

Energy Transfer LP (NYSE:ET) – Investment analysts at US Capital Advisors lowered their Q3 2025 earnings estimates for shares of Energy Transfer in a note issued to investors on Monday, July 28th. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will post earnings per share of $0.32 for the quarter, down from their previous estimate of $0.33. The consensus estimate for Energy Transfer’s current full-year earnings is $1.46 per share. US Capital Advisors also issued estimates for Energy Transfer’s Q1 2026 earnings at $0.35 EPS, Q3 2026 earnings at $0.36 EPS, FY2026 earnings at $1.45 EPS and FY2027 earnings at $1.54 EPS.

ET has been the subject of several other reports. Wells Fargo & Company dropped their target price on shares of Energy Transfer from $22.00 to $21.00 and set an “overweight” rating for the company in a report on Wednesday, May 7th. TD Cowen started coverage on shares of Energy Transfer in a report on Monday, July 7th. They set a “buy” rating and a $22.00 price target for the company. Mizuho lifted their price target on shares of Energy Transfer from $22.00 to $23.00 and gave the stock an “outperform” rating in a report on Tuesday, May 20th. JPMorgan Chase & Co. lowered their price target on shares of Energy Transfer from $25.00 to $23.00 and set an “overweight” rating for the company in a report on Monday, May 19th. Finally, Cowen started coverage on shares of Energy Transfer in a report on Monday, July 7th. They set a “buy” rating for the company. One analyst has rated the stock with a hold rating and twelve have issued a buy rating to the stock. According to data from MarketBeat, Energy Transfer presently has an average rating of “Moderate Buy” and an average price target of $22.58.

Energy Transfer Stock Performance

NYSE:ET opened at $18.06 on Tuesday. The company has a current ratio of 1.12, a quick ratio of 0.92 and a debt-to-equity ratio of 1.41. The firm has a 50-day moving average price of $17.79 and a two-hundred day moving average price of $18.25. Energy Transfer has a twelve month low of $14.60 and a twelve month high of $21.45. The company has a market capitalization of $61.98 billion, a P/E ratio of 13.68, a price-to-earnings-growth ratio of 0.94 and a beta of 0.79.

Energy Transfer (NYSE:ET) last announced its quarterly earnings results on Tuesday, May 6th. The pipeline company reported $0.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.33 by $0.03. The business had revenue of $21.02 billion during the quarter, compared to the consensus estimate of $22.28 billion. Energy Transfer had a net margin of 5.88% and a return on equity of 11.47%. The business’s revenue was down 2.8% compared to the same quarter last year. During the same quarter last year, the firm posted $0.32 EPS.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in ET. Brighton Jones LLC grew its holdings in Energy Transfer by 93.4% during the fourth quarter. Brighton Jones LLC now owns 24,530 shares of the pipeline company’s stock valued at $481,000 after purchasing an additional 11,844 shares during the last quarter. Sei Investments Co. grew its holdings in Energy Transfer by 131.6% during the fourth quarter. Sei Investments Co. now owns 244,213 shares of the pipeline company’s stock valued at $4,784,000 after purchasing an additional 138,761 shares during the last quarter. Brown Brothers Harriman & Co. grew its holdings in Energy Transfer by 22.2% during the fourth quarter. Brown Brothers Harriman & Co. now owns 82,383 shares of the pipeline company’s stock valued at $1,614,000 after purchasing an additional 14,982 shares during the last quarter. Prevail Innovative Wealth Advisors LLC grew its holdings in Energy Transfer by 39.6% during the fourth quarter. Prevail Innovative Wealth Advisors LLC now owns 28,139 shares of the pipeline company’s stock valued at $551,000 after purchasing an additional 7,985 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC grew its holdings in Energy Transfer by 20.2% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 12,090 shares of the pipeline company’s stock valued at $237,000 after purchasing an additional 2,032 shares during the last quarter. Institutional investors and hedge funds own 38.22% of the company’s stock.

Insider Buying and Selling

In other Energy Transfer news, Director James Richard Perry sold 1,369 shares of the company’s stock in a transaction dated Friday, June 13th. The shares were sold at an average price of $18.48, for a total transaction of $25,299.12. Following the completion of the sale, the director directly owned 24,523 shares of the company’s stock, valued at approximately $453,185.04. This represents a 5.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 3.28% of the company’s stock.

Energy Transfer Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 19th. Shareholders of record on Friday, August 8th will be paid a dividend of $0.33 per share. The ex-dividend date of this dividend is Friday, August 8th. This is a positive change from Energy Transfer’s previous quarterly dividend of $0.33. This represents a $1.32 dividend on an annualized basis and a yield of 7.31%. Energy Transfer’s dividend payout ratio is currently 99.24%.

About Energy Transfer

Energy Transfer LP provides energy-related services. The company owns and operates natural gas transportation pipeline, and natural gas storage facilities in Texas and Oklahoma; and approximately 20,090 miles of interstate natural gas pipeline. It also sells natural gas to electric utilities, independent power plants, local distribution and other marketing companies, and industrial end-users.