Energy Transfer(ET)
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Energy Transfer: Hefty Yield Now, Capital Gains Later
Seeking Alpha· 2026-01-20 14:28
With a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been an active investor in the U.S. stock market for 13 years, starting with my very first paycheck. Over time, my portfolio has evolved to reflect a balanced approach, with a growing focus on value stock ...
Energy Transfer: 2 Ways To Play This, With An Obvious Winner
Seeking Alpha· 2026-01-20 09:22
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
ET Stock Outpaces Its Industry in the Past Month: Time to Buy or Hold?
ZACKS· 2026-01-19 16:10
Core Insights - Energy Transfer LP (ET) has seen a 6.4% increase in its units over the past month, outperforming the Zacks Oil and Gas - Production Pipeline - MLB industry's growth of 4.1% and the Zacks Oil-Energy sector's rally of 5.8% [1][9] - The company benefits from fee-based contracts, making it a leading exporter of liquefied petroleum gas and expanding its natural gas liquids export facilities to meet rising global demand [2] Performance Overview - ET's units rose 6.4% in a month, surpassing industry and sector performance [9] - The firm is currently trading below its 50 and 200-day simple moving averages, indicating a short-term bearish trend [6] Operational Expansion - Energy Transfer operates over 140,000 miles of pipelines across 44 U.S. states, with a diversified asset portfolio that supports stable earnings [11] - The company plans to invest approximately $5.0-$5.5 billion in growth capital expenditures by 2026 to enhance operations [11] - Recent expansions include a 1.5 Bcf/d increase to the Transwestern Pipeline and new processing plants expected to come online in 2026 [12] Market Positioning - Energy Transfer is strategically positioned to benefit from increasing U.S. natural gas demand through its extensive storage network [13] - The firm derives nearly 90% of its earnings from fee-based contracts, which mitigates exposure to commodity price fluctuations [14] Financial Estimates - The Zacks Consensus Estimate for ET's 2026 earnings per unit indicates a year-over-year growth of 16.76% alongside a 26.64% increase in sales estimates [15] - Current quarterly cash distribution rate is 33.25 cents per common unit, with a yield of 7.7%, outperforming the industry average of 6.08% [23] Valuation Metrics - ET's trailing 12-month EV/EBITDA is 9.15X, lower than the industry average of 10.76X, suggesting the firm is undervalued [24] - The trailing 12-month return on equity (ROE) for ET is 10.71%, which is below the industry's 13.28% [26] Conclusion - Energy Transfer's extensive infrastructure and ongoing expansions position it favorably in the midstream sector as U.S. hydrocarbon production increases [27]
Investing $10,000 in Each of These 5 Ultra-High-Yield Dividend Stocks Could Generate Over $3,700 in Passive Income in 2026
The Motley Fool· 2026-01-18 09:44
Core Viewpoint - Investing in ultra-high-yield dividend stocks can generate significant passive income, with a potential of over $3,700 from a $50,000 investment by 2026. Group 1: Ares Capital - Ares Capital offers a dividend yield of approximately 9.4%, with an expected dividend income of around $940 from a $10,000 investment this year [2][4]. - The company has maintained or grown its dividend for 65 consecutive quarters, indicating a stable dividend trend [4]. Group 2: Energy Transfer LP - Energy Transfer LP has a forward distribution yield of 7.6%, which would yield at least $760 in passive income from a $10,000 investment by 2026 [5][6]. - The company is well-positioned to meet the growing demand for electricity in the U.S. due to its extensive natural gas pipeline network and storage capacity [6]. Group 3: Pfizer - Pfizer's forward dividend yield is nearly 6.9%, translating to approximately $690 in passive income from a $10,000 investment by 2026 [7][10]. - Despite a high dividend payout ratio of 99.4%, Pfizer continues to generate sufficient free cash flow to maintain its dividend, with plans for future growth [8][10]. Group 4: Verizon Communications - Verizon Communications has a forward dividend yield just below 7%, expected to add around $700 to passive income from a $10,000 investment this year [11]. - The company has announced its 19th consecutive annual dividend increase, supported by robust free cash flow growth [12]. Group 5: Vici Properties - Vici Properties has a forward dividend yield of nearly 6.5%, contributing to a total passive income of over $3,700 when combined with the previous stocks [13][15]. - As a real estate investment trust (REIT), Vici is required to return at least 90% of its profits as dividends, and it owns a significant portfolio of high-profile gaming and entertainment properties [15].
Nationwide Expansion of Natural Gas to Meet AI Energy Demands
Etftrends· 2026-01-15 22:53
See more: "Energy Transfer Seizes Data Center Growth Opportunities†During a recent webcast, Stacey Morris, head of energy research at VettaFi, said that the long-term demand for natural gas is a bright spot for midstream companies. Current natural gas pipeline projects now span every major U.S. region to support this utility and industrial power demand growth. Highlights include: ETF Exposure to the Natural Gas Companies Capitalizing on AI Energy Demands The Alerian Energy Infrastructure ETF (ENFR) offers ...
The One Data Point That Changed My Dividend Growth Strategy
Seeking Alpha· 2026-01-15 18:05
To celebrate High Yield Investor turning five, we’re offering a 30-day money-back guarantee . Now is the perfect time to join. We are releasing our Top Picks for 2026 , and with the guarantee, you have everything to gain and nothing to lose.When approaching a dividend growth investing strategy, investors typically think that they have to constantly trade off between yield and growth, as well as quality and total return potential. This is typically seen when some investors, especially youngerSamuel Smith has ...
Energy Transfer: My Top MLP Pick For 2026 And Beyond (NYSE:ET)
Seeking Alpha· 2026-01-14 19:35
Energy Transfer LP Common Units ( ET ) is a leading midstream energy platform in North America that is growing aggressively through new pipeline acquisitions, but is also facing attractive growth prospects due to the secularAnalyst’s Disclosure:I/we have a beneficial long position in the shares of ET, EPD, GOOG, NVDA, ORCL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeki ...
Energy Transfer: My Top MLP Pick For 2026 And Beyond
Seeking Alpha· 2026-01-14 19:35
Core Insights - Energy Transfer LP is a leading midstream energy platform in North America, focusing on aggressive growth through new pipeline acquisitions [1] - The company is positioned to benefit from attractive growth prospects due to secular trends in the energy sector [1] Company Overview - Energy Transfer LP operates primarily in the midstream segment of the energy industry, which involves the transportation and storage of energy products [1] - The company is actively pursuing new pipeline acquisitions to enhance its operational capacity and market presence [1] Industry Context - The midstream energy sector is experiencing favorable conditions that support growth, driven by increasing energy demand and infrastructure development [1] - Secular trends in the energy market are expected to provide additional growth opportunities for companies like Energy Transfer LP [1]
Energy Transfer Announces Fourth Quarter and Full Year 2025 Earnings Release and Earnings Call Timing
Businesswire· 2026-01-13 16:00
The information contained in this press release is available on our website at energytransfer.com. Energy Transfer LP (NYSE: ET) owns and operates one of the largest and most diversified portfolios of energy assets in the United States, with approximately 140,000 miles of pipeline and associated energy infrastructure. Energy Transfer's strategic network spans 44 states with assets in all of the major U.S. production basins. Energy Transfer is a publicly traded limited partnership with core operations that i ...
Energy Transfer LP Announces Pricing of $3.0 Billion of Senior Notes
Businesswire· 2026-01-13 00:15
DALLAS--(BUSINESS WIRE)--Energy Transfer LP (NYSE: ET) today announced the pricing of its offering of $1.0 billion aggregate principal amount of 4.550% senior notes due 2031, $1.0 billion aggregate principal amount of 5.350% senior notes due 2036 and $1.0 billion aggregate principal amount of 6.300% senior notes due 2056 (together, the "senior notes†) at prices to the public of 99.830%, 99.933% and 99.842%, respectively, of their face value. The sale of the senior notes is expected to settle on. ...