Plan Group Financial LLC Sells 39,869 Shares of Energy Transfer LP $ET

Plan Group Financial LLC lessened its holdings in Energy Transfer LP (NYSE:ET) by 48.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 42,954 shares of the pipeline company’s stock after selling 39,869 shares during the period. Plan Group Financial LLC’s holdings in Energy Transfer were worth $708,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in ET. Mountain Capital Investment Advisors Inc. raised its stake in Energy Transfer by 4.9% during the fourth quarter. Mountain Capital Investment Advisors Inc. now owns 12,007 shares of the pipeline company’s stock worth $216,000 after acquiring an additional 560 shares in the last quarter. Marks Wealth LLC increased its holdings in Energy Transfer by 4.7% during the 4th quarter. Marks Wealth LLC now owns 12,560 shares of the pipeline company’s stock valued at $207,000 after purchasing an additional 560 shares in the last quarter. SP Asset Management LLC increased its stake in shares of Energy Transfer by 2.0% in the fourth quarter. SP Asset Management LLC now owns 30,631 shares of the pipeline company’s stock valued at $505,000 after buying an additional 589 shares in the last quarter. Fiduciary Financial Group LLC lifted its stake in shares of Energy Transfer by 2.2% during the fourth quarter. Fiduciary Financial Group LLC now owns 28,106 shares of the pipeline company’s stock valued at $463,000 after acquiring an additional 607 shares during the period. Finally, Howard Financial Services LTD. increased its position in Energy Transfer by 0.3% in the fourth quarter. Howard Financial Services LTD. now owns 188,175 shares of the pipeline company’s stock worth $3,103,000 after purchasing an additional 623 shares during the period. 38.22% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have commented on ET. Barclays reaffirmed an “overweight” rating and set a $22.00 target price (down from $25.00) on shares of Energy Transfer in a report on Monday, January 12th. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Energy Transfer in a research note on Wednesday. TD Cowen lifted their target price on Energy Transfer from $20.00 to $21.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Jefferies Financial Group restated a “hold” rating on shares of Energy Transfer in a report on Wednesday. Finally, Scotiabank restated an “outperform” rating on shares of Energy Transfer in a report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $21.91.

Key Stories Impacting Energy Transfer

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

• Positive Sentiment: Management raised 2026 adjusted EBITDA guidance to $18.2–$18.6B and increased the common distribution, signaling stronger cash?flow outlook and support for the yield. Energy Transfer (ET) Is Up 5.0% After Raising 2026 EBITDA Guidance And Distributions
• Positive Sentiment: Q1 revenue jumped ~32% to $27.77B and management cited record operating volumes — evidence that recent growth projects are feeding throughput and top?line strength. Energy Transfer Reports First Quarter 2026 Results and Updates 2026 Financial Guidance
• Positive Sentiment: Stifel Nicolaus bumped its price target from $23 to $25 and set a “buy” rating, which implies roughly mid?20% upside from current levels and can attract institutional demand. Benzinga
• Neutral Sentiment: Unusually large options activity — ~102,786 calls traded (up ~93% vs. avg.) — points to speculative bullish positioning and higher short?term volatility, but it doesn’t guarantee directional follow?through.
• Neutral Sentiment: Detailed Q1 disclosures (earnings call transcript and slide deck) show capex deployment (~$1.5B organic growth capex) and DCF commentary that investors can use to model distributable cash and leverage trends. Energy Transfer LP Q1 2026 Earnings Call Transcript
• Negative Sentiment: Q1 EPS of $0.35 missed consensus ($0.40), which pressured sentiment despite the revenue beat and guidance raise — a reminder that unit economics and one?time items can blunt headline earnings. Energy Transfer Q1 Earnings Lag Estimates, Revenues Increase Y/Y
• Negative Sentiment: At least one analyst write?up downgraded the name, arguing valuation/yield tradeoffs make it less attractive now — that press can add selling pressure among income investors. Energy Transfer: A 7%-Yielding Partnership To Snatch Up Now (Downgrade)

Energy Transfer Trading Down 2.5%

Shares of Energy Transfer stock opened at $19.88 on Thursday. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.22 and a quick ratio of 0.90. The firm has a market cap of $68.38 billion, a PE ratio of 16.56, a P/E/G ratio of 1.11 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 stock has a fifty day moving average price of $19.04 and a 200-day moving average price of $17.80.

Energy Transfer (NYSE:ET) last announced its quarterly earnings data on Tuesday, May 5th. The pipeline company reported $0.35 EPS for the quarter, missing the consensus estimate of $0.40 by ($0.05). The firm had revenue of $27.77 billion for the quarter, compared to the consensus estimate of $25.78 billion. Energy Transfer had a net margin of 4.66% and a return on equity of 9.95%. Energy Transfer’s revenue for the quarter was up 32.1% compared to the same quarter last year. During the same quarter last year, the company posted $0.36 earnings per share. Equities research analysts anticipate that Energy Transfer LP will post 1.52 EPS for the current year.

Energy Transfer Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Shareholders of record on Friday, May 8th will be given a dividend of $0.3375 per share. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.35 annualized dividend and a yield of 6.8%. This is a boost from Energy Transfer’s previous quarterly dividend of $0.34. Energy Transfer’s payout ratio is presently 112.50%.

Energy Transfer Company 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.