$200,000 YOLO Bet Sparks Retail Frenzy Around ET’s 7.45% Dividend

Core Viewpoint - Energy Transfer (ET) shares experienced a 4.4% increase this week, driven by a significant rise in retail investor sentiment on Reddit, which surged 105% from neutral to very bullish [2][3]. Group 1: Investor Sentiment and Stock Performance - Retail investor sentiment on Reddit's r/wallstreetbets saw a notable increase, with a specific post titled "200k $ET yolo on MOASS" capturing attention and contributing to the bullish outlook [2][4]. - Despite a 7.4% decline in the stock over the past year, the recent sentiment shift indicates a growing interest among retail investors [2][3]. Group 2: Financial Metrics and Growth Plans - Energy Transfer is trading at a price-to-earnings ratio of 14x, with a dividend yield of 7.45%, which is significantly lower than the industry average of 20x [3][6]. - The company plans to allocate $5 billion to $5.5 billion for growth capital spending in 2026, focusing on natural gas pipelines to meet the increasing demand from data centers [3][6]. Group 3: Insider Activity and Market Position - Director Kelcy Warren has purchased millions of shares, indicating strong insider confidence despite recent earnings misses [3][6]. - Analysts maintain a consensus Buy rating for Energy Transfer, with a price target of $21.45, suggesting an 18% upside potential [7].