Oxbow Advisors LLC Grows Stock Holdings in Energy Transfer LP $ET

Oxbow Advisors LLC boosted its stake in Energy Transfer LP (NYSE:ET) by 7.3% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 517,821 shares of the pipeline company’s stock after acquiring an additional 35,225 shares during the period. Oxbow Advisors LLC’s holdings in Energy Transfer were worth $8,539,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Financial Life Planners purchased a new position in shares of Energy Transfer in the 3rd quarter valued at approximately $34,000. Core Alternative Capital purchased a new stake in shares of Energy Transfer during the third quarter worth approximately $46,000. Global Wealth Strategies & Associates raised its stake in shares of Energy Transfer by 196.4% during the fourth quarter. Global Wealth Strategies & Associates now owns 2,964 shares of the pipeline company’s stock worth $49,000 after purchasing an additional 1,964 shares during the last quarter. Golden State Wealth Management LLC lifted its holdings in shares of Energy Transfer by 38.9% during the third quarter. Golden State Wealth Management LLC now owns 2,918 shares of the pipeline company’s stock worth $50,000 after purchasing an additional 817 shares during the period. Finally, Clearstead Trust LLC acquired a new stake in shares of Energy Transfer during the third quarter worth $50,000. 38.22% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Stifel Nicolaus boosted their price objective on shares of Energy Transfer from $23.00 to $25.00 and gave the company a “buy” rating in a research note on Wednesday. TD Cowen raised their target price on shares of Energy Transfer from $20.00 to $21.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Morgan Stanley boosted their price target on shares of Energy Transfer from $19.00 to $21.00 and gave the stock an “equal weight” rating in a research note on Tuesday, March 10th. Truist Financial initiated coverage on shares of Energy Transfer in a report on Tuesday, March 24th. They set a “buy” rating and a $23.00 price target for the company. Finally, Jefferies Financial Group restated a “hold” rating on shares of Energy Transfer in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Energy Transfer currently has a consensus rating of “Buy” and an average price target of $22.00.

Energy Transfer Stock Performance

NYSE ET opened at $19.35 on Friday. The business has a 50 day moving average price of $19.06 and a 200 day moving average price of $17.82. The company has a market capitalization of $66.57 billion, a P/E ratio of 16.12, a PEG ratio of 1.08 and a beta of 0.57. Energy Transfer LP has a 1-year low of $16.18 and a 1-year high of $20.67. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.22 and a quick ratio of 0.90.

Energy Transfer (NYSE:ET) last posted its earnings results on Tuesday, May 5th. The pipeline company reported $0.35 EPS for the quarter, missing analysts’ consensus estimates of $0.40 by ($0.05). Energy Transfer had a return on equity of 9.95% and a net margin of 4.66%.The firm had revenue of $27.77 billion for the quarter, compared to analysts’ expectations of $25.78 billion. During the same quarter in the previous year, the firm posted $0.36 earnings per share. The firm’s revenue for the quarter was up 32.1% compared to the same quarter last year. Sell-side analysts expect that Energy Transfer LP will post 1.47 EPS for the current fiscal year.

Energy Transfer Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 20th. Investors of record on Friday, May 8th will be paid a $0.3375 dividend. This represents a $1.35 dividend on an annualized basis and a yield of 7.0%. The ex-dividend date of this dividend is Friday, May 8th. This is a positive change from Energy Transfer’s previous quarterly dividend of $0.34. Energy Transfer’s dividend payout ratio is currently 112.50%.

Energy Transfer News Summary

Here are the key news stories impacting Energy Transfer this week:

• Positive Sentiment: Several brokerage notes were favorable, including an average “Buy” rating and a separate Stifel Nicolaus view that ET’s stock price is expected to rise, reinforcing bullish sentiment around the company. Energy Transfer LP (NYSE:ET) Given Average Rating of “Buy” by Brokerages Energy Transfer (NYSE:ET) Stock Price Expected to Rise, Stifel Nicolaus Analyst Says
• Positive Sentiment: Commentary around the company’s first-quarter results highlighted ET as still attractively valued with “a lot of growth ahead,” which may be encouraging income and value investors. Prediction: Energy Transfer’s Stock Is Still a Buy After a Strong Start to the Year
• Positive Sentiment: Recent coverage emphasized ET’s exposure to long-term demand themes like AI power needs and exports, suggesting investors see additional upside from infrastructure growth. Energy Transfer Q1 Earnings: Positioned For AI Power Boom Energy Transfer: AI Needs Terawatts, Not Just Chips
• Neutral Sentiment: ET’s Q1 2026 earnings call transcript is drawing attention as investors review management’s commentary on results, capital spending, and future growth plans. Energy Transfer LP (NYSE:ET) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: News that Ares Management bought a stake in the Rover Pipeline adds context to ET’s asset value, but the direct stock impact for Energy Transfer is less clear. Ares Management Corp. Acquires 32.4% Stake in Rover Pipeline from Blackstone

Energy Transfer Profile

Energy Transfer (NYSE: ET) is a Dallas-based midstream energy company that develops and operates infrastructure for the transportation, storage and processing of hydrocarbons. The company’s operations focus on moving and storing natural gas, natural gas liquids (NGLs), crude oil and refined products through an integrated network of pipelines, terminals, storage facilities and processing plants. Energy Transfer provides core midstream services such as gathering, compression, fractionation, processing, and bulk transportation to support production and downstream supply chains.

Its asset base spans an extensive network across the United States, connecting producing regions, processing centers, petrochemical hubs and coastal and inland markets.