Energy Transfer LP

Energy Transfer LP

ETยทNYSE

$19.55

+1.5%
EnergyOil & Gas Midstream

Energy Transfer LP provides energy-related services. The company owns and operates approximately 11,600 miles of natural gas transportation pipeline, and three natural gas storage facilities in Texas and two natural gas storage facilities located in the state of Texas and Oklahoma; and 19,830 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. The company owns and operates natural gas gathering and natural gas liquid (NGL) pipeline, processing plant, and treating and conditioning facilities in Texas, New Mexico, West Virginia, Pennsylvania, Ohio, Oklahoma, Arkansas, Kansas, and Louisiana; natural gas gathering, oil pipeline, and oil stabilization facilities in South Texas; and a natural gas gathering system in Ohio, as well as transport and supplies water to natural gas producer in Pennsylvania. It owns approximately 5,215 miles of NGL pipeline; NGL and propane fractionation facilities; NGL storage facilities with working storage capacity of approximately 50 million barrels (MMBbls); and other NGL storage assets and terminal with an aggregate storage capacity of approximately 17 MMBbls. The company provides crude oil transportation, terminalling, acquisition, and marketing activities; and sells and distributes gasoline, middle distillate, and motor fuels and other petroleum product. It offers natural gas compression service; carbon dioxide and hydrogen sulfide removal, natural gas cooling, dehydration, and British thermal unit management service; and manages coal and natural resources properties, as well as sells standing timber, leases coal-related infrastructure facilities, collects oil and gas royalty, and generate electrical power. The company was formerly known as Energy Transfer Equity, L.P. and changed its name to Energy Transfer LP in October 2018. The company was founded in 1996 and is headquartered in Dallas, Texas.

At a Glance

Live Snapshot
Market Cap$67.27B
EPS1.3600
P/E Ratio14.38
Earnings Date08/05/2026
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Energy Transfer LP Street Expectations Map

ET ยท NYSE

Wall Street analysts project that ET stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 21.00, with estimates ranging from a low of 19.00 to a high of 23.00.

Lowest Target
19.00
-2.81%
Consensus Target
21.00
7.42%
Highest Target
23.00
17.65%

The consensus 1-year price target stands at 21.00, with estimates ranging from a low of 19.00 to a high of 23.00.

Analyst Consensus Analysis

Upside Potential

+7.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

19.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

6.27x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Energy Transfer LP Forward Estimates of Revenue

ET ยท NYSE
Latest Revenue
82.63B
FY 2025
Avg Estimate
95.88B
FY 2026
Estimate Range
90.78B - 100.98B
Analyst Spread

Forward Growth Analysis

Projected Growth+16.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Energy Transfer LP Forward Estimates of Net Income

ET ยท NYSE
Latest Net Income
4.90B
FY 2025
Avg Estimate
5.61B
FY 2026
Estimate Range
4.15B - 6.07B
Analyst Spread

Forward Growth Analysis

Projected Growth+14.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread34%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Energy Transfer LP Forward Estimates of EPS

ET ยท NYSE
Latest EPS
1.36
FY 2025
Avg Estimate
$1.53
FY 2026
Estimate Range
$1.21 - $1.77
Analyst Spread

Forward Growth Analysis

Projected Growth+12.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread37%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Energy Transfer LP Forward Estimates of EBIT

ET ยท NYSE
Latest EBIT
9.61B
FY 2025
Avg Estimate
11.49B
FY 2026
Estimate Range
10.88B - 12.10B
Analyst Spread

Forward Growth Analysis

Projected Growth+19.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Energy Transfer LP Forward Estimates of EBITDA

ET ยท NYSE
Latest EBITDA
14.93B
FY 2025
Avg Estimate
17.55B
FY 2026
Estimate Range
16.61B - 18.48B
Analyst Spread

Forward Growth Analysis

Projected Growth+17.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Energy Transfer LP Forward Estimates of SG&A Expense

ET ยท NYSE
Latest SG&A Expense
1.02B
FY 2025
Avg Estimate
1.38B
FY 2026
Estimate Range
1.31B - 1.45B
Analyst Spread

Forward Growth Analysis

Projected Growth+35.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Energy Transfer LP Insider Positioning

ET ยท NYSE

During the last 12 months, insiders have purchased $68.44M and sold $25K worth of ET shares, resulting in $68.42M of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

2.0M

33.76M

Sold

0

0.00

Net Activity

+33.8M

+$33.76M

9-12 Months

Bought

2.0M

34.68M

Sold

1.4K

25.30K

Net Activity

+34.7M

+$34.66M

Top Buyers

1
WKL

Warren Kelcy L

Director

4.0M sharesโ€ข4 transactions

$68.44M

Top Sellers

1
PJR

Perry James Richard

Director

1.4K sharesโ€ข1 transactions

$25K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $68.42M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

2705.28:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.