Enterprise Products: High-Conviction Play Going Into 2026

Core Insights - Enterprise Products (EPD) has demonstrated consistent reliability, achieving a 27-year streak of increasing quarterly distributions, indicating strong financial health and commitment to returning value to shareholders [1]. Company Performance - EPD has the potential to accelerate its compounded 5-year average distribution growth above current levels, suggesting an optimistic outlook for future performance [1]. Analyst Background - The analyst has over a decade of experience in financial markets, primarily in hedge funds, with a focus on technology sectors such as SaaS and cloud businesses, which are noted for their growth opportunities [1].