Based in Dallas, Texas, Energy Transfer (NYSE: ET) has a very attractive 7.3% distribution yield. That is likely to attract dividend investors looking to maximize the income their portfolios generate. However, before you buy, you'll want to know a few facts about the business backing that yield. Energy Transfer is a little complex Energy Transfer is one of the largest midstream operators in North America. It basically owns energy infrastructure, such as pipelines, that help move oil and natural gas arou ...

Core Viewpoint - The energy sector, particularly midstream businesses, offers high-yield investment opportunities for income-focused investors in 2026, despite the overall volatility of oil and natural gas commodities [1]. Industry Overview - The energy industry is divided into upstream, midstream, and downstream segments, with upstream and downstream being inherently volatile due to commodity price fluctuations. In contrast, midstream businesses, which own energy infrastructure assets, are more stable as they primarily charge fees for asset usage [2][3]. Midstream Business Characteristics - Midstream companies connect upstream producers to downstream processors and charge fees based on the volume of energy transported rather than commodity prices, leading to more consistent revenue streams [3]. High-Yield Midstream Options - Three notable midstream companies with attractive dividend yields are Enbridge, Enterprise Products Partners, and Energy Transfer, each offering different risk and yield profiles [4]. Enbridge (ENB) - Current Price: $48.28, Market Cap: $105 billion, Dividend Yield: 5.58%, has diversified operations including oil and natural gas pipelines and clean energy, and has increased its dividend for 30 consecutive years [5][6]. Enterprise Products Partners (EPD) - Current Price: $33.10, Market Cap: $72 billion, Dividend Yield: 6.57%, operates solely in oil and natural gas midstream assets, and has a history of conservative management with 27 years of annual dividend increases [7][8]. Energy Transfer (ET) - Current Price: $18.16, Market Cap: $62 billion, Dividend Yield: 7.25%, has the highest yield among the three but previously cut its distribution in 2020 to strengthen its balance sheet, with plans for gradual distribution growth of 3% to 5% annually [9][10].

Core Viewpoint - Kinder Morgan, Inc. (KMI) is an energy infrastructure company with a market cap of $65.3 billion, primarily involved in the transportation of various energy products and storage of petroleum and chemicals [1] Performance Summary - KMI shares have underperformed the broader market over the past year, gaining 7.8% compared to the S&P 500 Index's 16.1% increase. However, in 2026, KMI stock has risen 7.6%, outperforming the S&P 500's 1.9% rise year-to-date [2] - Compared to the Energy Select Sector SPDR Fund (XLE), which gained 9.9% over the past year and 11.1% year-to-date, KMI's underperformance appears less severe [3] Financial Results - KMI reported Q4 results with an adjusted EPS of $0.39, exceeding Wall Street's expectation of $0.37. The company's revenue was $4.5 billion, surpassing forecasts of $4.4 billion. KMI anticipates a full-year adjusted EPS of $1.36 [4] Earnings Expectations - For the current fiscal year ending in December, analysts project KMI's EPS to grow by 6.2% to $1.38 on a diluted basis. The company's earnings surprise history is mixed, with three out of the last four quarters beating or matching consensus estimates [5] Analyst Ratings - Among 20 analysts covering KMI, the consensus rating is a "Moderate Buy," consisting of 10 "Strong Buy" ratings, one "Moderate Buy," and nine "Holds" [5] - Jefferies Financial Group analyst reiterated a "Hold" rating with a price target of $31, indicating a potential upside of 4.8%. The mean price target of $32.10 suggests an 8.5% premium, while the highest target of $38 indicates a potential upside of 28.4% [6]

Energy Transfer has a 7.3% yield and plans to grow its distribution at a slow, steady pace.If you look at Energy Transfer's (ET 0.17%) history, you might have some concerns about trust. Complex machinations around a canceled merger in 2016 and a dividend cut in 2020 would, together, be enough to dissuade many dividend investors from buying the stock. However, for more aggressive dividend investors, the 7.3% yield could be an opportunity, as management looks to prove that it has turned over a new leaf.What d ...

Company Overview - JFrog provides DevOps solutions for enterprise software supply chains, including tools like JFrog Artifactory, Pipelines, Xray, and Distribution, focusing on software package management, security, and delivery automation [6][8] - As of December 10, 2025, JFrog's market capitalization is $8.15 billion, with a revenue of $502.61 million for the trailing twelve months (TTM) [5] - The company's stock has experienced a significant one-year price change of 127.10%, reflecting a strong performance in the market [5] Insider Transaction - Director Yossi Sela sold 25,000 shares in an open-market transaction on December 10, 2025, for a total value of $1.75 million, which represents 16.22% of his holdings [2][4] - Post-transaction, Sela retains 129,165 shares, which is 22.9% of his initial position, indicating that future sales of similar size will impact a larger proportion of his remaining stake unless he replenishes his holdings [4][12] - The sale occurred when JFrog's shares had delivered a 126.83% one-year return, with the average sale price of $70.00 per share being close to the market close of $68.98 [4][10] Market Context - The transaction took place as JFrog's stock reached a five-year high, suggesting a strategic timing for the sale [9] - Sela has been on the board of directors since 2012, indicating a long-term commitment to the company, and the sale may represent a realization of gains after a prolonged period of stock price recovery [9][10] - JFrog's stock price had previously experienced significant volatility, dropping from an initial price of $44 per share to just above $16 per share by mid-2022 before recovering [10]

Industry Overview - U.S. electricity demand is projected to grow at a compound annual growth rate (CAGR) of 2.5% over the next decade, which is five times faster than the previous decade [2] - The energy sector is transitioning from a commodity to a strategic asset, with companies owning durable energy assets and infrastructure positioned to benefit from this growing demand [2] Company Analysis: Enterprise Products Partners - Enterprise Products Partners operates over 50,000 miles of pipelines and earns a steady, fee-based income, making it less susceptible to commodity price fluctuations [4][5] - The company has a market capitalization of $69 billion and offers a dividend yield of 6.78%, appealing to income-seeking investors [5] - Enterprise Products is expanding with $5.1 billion in capital projects, including processing plants and export terminals, positioning itself for growth amid surging global energy demand [6] Company Analysis: EQT - EQT focuses on the exploration and production of natural gas, which is increasingly favored due to its cleaner-burning properties compared to coal [7][9] - The company has a market capitalization of $33 billion and a gross margin of 40.73%, with a dividend yield of 1.22% [8][9] - EQT is well-positioned to benefit from the global shift towards natural gas, especially as the U.S. expands its capacity as the world's largest exporter of natural gas [10] Company Analysis: Cameco - Cameco is involved in uranium mining and provides nuclear-related infrastructure, holding significant stakes in high-grade uranium mines [11][13] - The company has a market capitalization of $46 billion and a gross margin of 26.65%, with a dividend yield of 0.16% [12][13] - Cameco's partnership with Westinghouse Electric, which recently secured an $80 billion agreement with the U.S. government for reactor construction, positions it favorably within the growing nuclear energy sector [14][15]

Core Viewpoint - Kinder Morgan, Inc. (NYSE:KMI) is recognized as one of the largest energy infrastructure companies in North America, with significant investments in natural gas projects that are expected to support stock performance in the coming years [2][3]. Group 1: Company Overview - Kinder Morgan operates approximately 79,000 miles of pipelines and 139 terminals, making it a key player in the energy infrastructure sector [2]. - The company has been actively investing in expansion, with $500 million worth of projects placed into commercial service in Q3 2025, including the $263 million Altamont Green River Pipeline project [4]. Group 2: Analyst Insights - Jefferies has lowered its price target for Kinder Morgan from $31 to $29 while maintaining a 'Hold' rating, indicating a 4% upside potential from the current share price [3]. - The analyst views Kinder Morgan's new gas projects as the 'clearest catalyst' for future stock support, although these projects may take time to reach commercialization [3]. Group 3: Future Projections - Kinder Morgan is forecasting an adjusted profit of $1.37 per share for 2026, which represents an 8% increase from its 2025 guidance [4]. - Several project completions are anticipated, including the Cumberland and Hiland Express projects expected to come online in Q1 2026, and the GCX expansion projected for completion in Q2 [4].

分组1 - Alpha Wealth Funds, LLC reported a return of 4.96% for the Insiders Fund in September 2025, with year-to-date returns reaching 21.37%, outperforming the S&P 500's September return of 3.65% and year-to-date return of 14.83% [1] - The fund highlighted Energy Transfer LP (NYSE:ET) as a key stock, which experienced a one-month return of -1.25% and a 52-week loss of 15.44% [2] - Energy Transfer LP operates as a midstream energy services provider, focusing on the transportation, processing, and exporting of hydrocarbons, with a current dividend yield of 7.7% based on its recent closing price [3] 分组2 - Energy Transfer LP was held by 35 hedge fund portfolios at the end of Q3 2025, a slight decrease from 36 in the previous quarter, indicating a stable interest among hedge funds [4] - Despite the potential of Energy Transfer LP, some analysts suggest that certain AI stocks may offer greater upside potential and lower downside risk [4] - The company was also mentioned in discussions about undervalued stocks, particularly those priced under $20, indicating a focus on value investment opportunities [5]

Company Overview - JFrog Ltd. is a technology company that specializes in software development lifecycle solutions, focusing on automating, securing, and managing software delivery at scale [6] - The company operates a subscription-based business model, generating revenue from software licenses, support services, and enterprise solutions for both cloud and on-premises deployments [9] Financial Performance - In the third quarter, JFrog reported revenue of $136.9 million, representing a 26% year-over-year increase, with cloud revenue growing by 50% and now accounting for nearly half of total sales [10] - Non-GAAP operating income was $25.6 million, resulting in an 18.7% margin, while free cash flow reached $28.8 million for the quarter [10] - The company maintained a strong net dollar retention rate of 118%, with the number of customers spending over $1 million annually increasing to 71 [10] Market Position - As of November 13, Shannon River Fund Management increased its stake in JFrog by purchasing 647,140 shares, raising its total holding to 863,924 shares valued at $40.89 million [2][3] - JFrog's shares were priced at $66.81, reflecting a 119% increase over the past year, significantly outperforming the S&P 500, which rose by 15% during the same period [3][4] Investment Insights - JFrog now constitutes 6.58% of Shannon River Fund Management's 13F AUM, indicating confidence in the company's long-term durability rather than a short-term trade [3][11] - Despite the significant price increase, the combination of accelerating cloud adoption, expanding enterprise spending, and rising cash generation suggests that JFrog may not become undervalued once the market fully recognizes its potential [11]

Core Insights - The S&P 500's dividend yield is at a historic low of approximately 1.2%, while several stocks offer significantly higher yields, including those in the double digits [1] AGNC Investment - AGNC Investment currently yields 13.6%, over 10 times higher than the S&P 500 [3] - The REIT invests in residential mortgage-backed securities (MBS) guaranteed against credit losses by government agencies, generating low-risk, fixed-income returns [3] - AGNC's return on equity is in the mid-to-high teens, aligning with its cost of capital, allowing it to maintain its monthly dividend since early 2020 [4] Delek Logistics Partners - Delek Logistics Partners has a current yield of 10.1% and operates as a master limited partnership (MLP) with a portfolio of energy midstream assets [6] - The MLP expects to generate cash flow sufficient to cover its dividend payout by 1.3 times this year, providing a cushion for operational investments [8] - Delek Logistics has increased its distribution for 51 consecutive quarters, indicating strong financial flexibility for future growth [9] Ares Capital Corporation - Ares Capital Corporation offers a dividend yield of 9.6% and invests in private companies through debt and equity [10] - The company has maintained a stable or increasing dividend rate for over 16 years, with a cumulative net realized loss of 0% since inception [12] - Ares Capital raised over $1 billion in fresh capital in Q3, enabling new investments and supporting its dividend payments [13] Summary of High-Yield Stocks - AGNC Investment, Delek Logistics Partners, and Ares Capital Corporation provide substantial yields and have solid records of maintaining or increasing their dividends, appealing to risk-tolerant investors seeking income [14]