Core Insights - Enterprise Products Partners LP (EPD) is a leading midstream player with a resilient business model supported by a pipeline network exceeding 50,000 miles, generating stable fee-based revenues from long-term shipper contracts [1][7] - The partnership has consistently returned capital to unitholders, having returned billions since its IPO and increased distributions for 27 consecutive years, maintaining steady cash flow across business cycles [2][7] - EPD has a backlog of key capital projects valued in billions currently under construction, which will secure additional cash flows and protect future distribution payments, making it an attractive option for income investors [3] Industry Comparisons - Kinder Morgan Inc. (KMI) and Enbridge Inc. (ENB) are also notable midstream companies with stable business models and predictable cash flows supported by fee-based revenues, with KMI increasing its dividend payments for the last eight years [4] - ENB projects annualized dividends of $3.77 per share for 2025 and $3.88 per share for 2026, with a projected 3% CAGR for the 2023-2026 period [4] Financial Performance - EPD units have gained 4.5% over the past year, contrasting with a 6.9% decline in the composite stocks of the industry [5] - EPD trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 10.94X, which is below the broader industry average of 11.01X [8] - The Zacks Consensus Estimate for EPD's 2026 earnings has experienced one downward and one upward revision in the past week [9]

Core Insights - The midstream sector is demonstrating strong financial health at the start of 2026, with numerous companies announcing increases in distributions and dividends, reinforcing its position as a reliable income source for investors [1] Payout Growth Across Midstream - Williams (WMB) raised its quarterly cash dividend to $0.525 from $0.50, a 5% increase [1] - Plains All American (PAA/PAGP) increased its quarterly distribution to $0.4175 per unit, reflecting a 9.9% rise [1] - Enterprise Products Partners (EPD) raised its distribution to $0.55, nearly a 1% increase [1] - ONEOK (OKE) announced a 4% sequential increase to $1.07 per share [1] Broad Sector Momentum - Energy Transfer (ET) increased its quarterly distribution to $0.335, a 3.1% year-over-year rise from $0.325 [1] - Hess Midstream (HESM) raised its payout to $0.7641, marking a 9.0% year-over-year increase [1] - Sunoco LP (SUN) announced a distribution of $0.9317, a 5.1% year-over-year increase [1] - Genesis Energy (GEL) raised its distribution by $0.015 to $0.18 per unit, a 9.1% increase [1] - Kinetik (KNTK) raised its payout to $0.81, reflecting a 4% sequential increase [1] - Delek Logistics (DKL) increased its payout to $1.125, representing a 1.85% year-over-year rise [1] ETF Exposure - Energy Transfer, Enterprise, Hess Midstream, Genesis, Delek Logistics, Sunoco, and Plains are included in both the Alerian MLP ETF (AMLP) and the Alerian Energy Infrastructure ETF (ENFR) [1] - AMLP tracks the Alerian MLP Infrastructure Index (AMZI), while ENFR tracks the Alerian Midstream Energy Select Index (AMEI) [1] - Williams, ONEOK, and Kinetik operate as C-corps, with only ENFR holding them [1]

Key Takeaways EPD is set to report Q4 earnings of 70 cents per share, suggesting a 5.4% y/y dip.Gross margins in both crude oil and NGL pipeline segments are forecast to decline y/y.EPD continues to generate stable fee-based revenues and boost unitholder returns via buybacks.Enterprise Products Partners LP (EPD) is set to report fourth-quarter 2025 results on Feb. 3, before the opening bell.The Zacks Consensus Estimate for fourth-quarter earnings is pegged at 70 cents per share, implying a 5.4% decline from ...

Key Takeaways KMI operates 79,000 miles of pipelines, 700 Bcf of gas storage and 139 terminals across North America.EPD runs over 50,000 miles of pipelines and storage assets, serving multiple markets with fee-based contracts.ENB transports about 30% of North American oil and liquids and earns stable revenue via contracted assets.The overall energy sector is highly vulnerable to crude price volatility as prices of crude oil and refined products are driven by factors largely outside their control, including ...

Core Insights - The oil and gas industry remains essential to the global economy, with companies in this sector being sensitive to commodity price fluctuations due to geopolitical and economic factors [1][2]. Company Summaries - **Chevron**: An integrated oil major with operations across upstream and downstream segments, Chevron has raised its dividend for 37 consecutive years, currently offering a 4% dividend yield. The company recently completed a $55 billion acquisition of Hess, enhancing its production growth potential, with management projecting a 10% annual increase in free cash flow over the next five years [3][5]. - **Enterprise Products Partners**: As one of the largest midstream companies in North America, Enterprise Products Partners operates over 50,000 miles of pipelines and is less sensitive to market price fluctuations. The company has a strong dividend history with 28 consecutive annual increases and currently offers a 6.54% dividend yield [6][8]. - **Enbridge**: A diversified Canadian energy company, Enbridge operates a midstream business alongside utility and renewable energy projects. The company has increased its dividend for 28 consecutive years, currently yielding 5.59%. Management anticipates mid-single-digit growth as new projects are initiated [9][10].

Group 1 - The article celebrates the fifth anniversary of High Yield Investor by offering a 30-day money-back guarantee for new members, promoting the release of their Top Picks for 2026 [1] - The stock market, represented by SPY, is currently considered overvalued based on various valuation metrics, indicating a potential risk for investors [1] - Samuel Smith, the lead analyst, has a diverse background in dividend stock research and focuses on balancing safety, growth, yield, and value in investment strategies [1] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content for investors [1] - The article includes a philosophical perspective on wealth and investment, quoting a biblical passage that emphasizes the importance of spiritual over material wealth [1]

Key Takeaways Enterprise Products' midstream network generates fee-based revenue, largely insulated from oil price swings.EPD operates more than 50,000 miles of pipelines booked for the long term, supporting predictable cash flows.KMI and ENB also rely on fee-based midstream assets, with sizable project backlogs securing cash flows.The price of West Texas Intermediate is currently hovering around the $60-per-barrel mark. In its latest short-term energy outlook, the U.S. Energy Information Administration (EI ...

Core Insights - Exxon Mobil Corporation (XOM) has outperformed Enterprise Products Partners LP (EPD) over the past year, with a gain of 24.4% compared to EPD's 5.2% [1] Group 1: Business Environment and Price Impact - The price of West Texas Intermediate (WTI) crude is currently around $60 per barrel, significantly lower than the previous year's levels, negatively impacting XOM's upstream business [4] - The U.S. Energy Information Administration projects a decline in WTI prices, with an average of $52.21 per barrel expected for 2026, down from $65.40 in 2025, which raises concerns about XOM's ability to maintain earnings from upstream operations [5] - EPD's midstream model is insulated from price fluctuations, generating stable, fee-based revenue, which is reflected in its higher EV/EBITDA ratio amid soft oil prices [5][12] Group 2: Business Models Comparison - XOM operates in advantageous areas such as the Permian Basin and offshore Guyana, but lower oil prices are likely to impact its profitability [6] - EPD's business model is resilient to low oil prices due to its extensive pipeline network of over 50,000 miles, allowing it to generate stable revenues regardless of commodity price volatility [8] - EPD has consistently returned capital to unitholders since its IPO, demonstrating the strength of its business model [9] Group 3: Financial Metrics and Valuation - XOM's debt-to-capitalization ratio stands at 13.6%, significantly lower than the industry average of 29.2%, providing it with a strong balance sheet to navigate challenging market conditions [10] - Investors are currently willing to pay a premium for EPD, as indicated by its trailing 12-month EV/EBITDA of 10.69X compared to XOM's 8.64X, suggesting a preference for EPD's stable midstream operations in the current market [12]

Enterprise Products Partners L.P. (NYSE:EPD) is included among the 15 Best High Yield Stocks to Buy. Scotiabank Raises Enterprise Products (EPD) Target to $35 on Strong Power Demand and LNG Tailwinds On January 16, Scotiabank raised its price target on Enterprise Products Partners L.P. (NYSE:EPD) to $35 from $34. The firm kept a Sector Perform rating on the stock. The analyst said the move was part of a broader refresh of price targets across the firm’s Energy Infrastructure coverage. Scotiabank pointed ...

Group 1: Retirement and Investment Strategy - The last of the Baby Boomers are expected to retire this decade, prompting a shift in investment strategy towards income-focused assets like dividend stocks [1] - Investors should prioritize income over growth as they approach retirement, making dividend stocks an attractive option [1][2] Group 2: Realty Income (O) - Realty Income is a popular real estate investment trust (REIT) known for its rising monthly dividends and strong cash flow, required to pay at least 90% of taxable dividends to shareholders [3][4] - The stock has maintained a high occupancy rate of 97% during economic downturns, showcasing its resilience [4] - Realty Income currently offers a dividend yield of 5.28% and is considered a Dividend Aristocrat, with potential for stock price appreciation to over $80 or even $100 by 2030 [4] Group 3: Enterprise Products Partners (EPD) - Enterprise Products Partners operates as a North American midstream energy company, providing stability through long-term fee-based contracts rather than being exposed to daily oil price fluctuations [5][6] - The stock has appreciated over 5% in the past six months, and with a 6.7% dividend yield, it offers a total return in the double digits, making it a reliable investment choice [7] Group 4: Verizon (VZ) - Verizon is highlighted for its high dividend yield, supported by its stable telecom business, which has remained profitable even during challenging economic periods [9] - The company has continued to pay and even increase dividends despite significant interest payments from recent interest rate hikes [9][11] - With a current dividend yield above 7% and a forward dividend payout ratio of 57.68%, Verizon is expected to recover and potentially exceed $60 by 2029 [11]