ET is set to post higher third-quarter revenues and earnings, backed by strong NGL exports and fee-based contracts, though Bakken weakness may weigh.
Everyone loves to shop for bargains but fears market sell-offs. I like to buy a larger income stream at lower prices. We discuss our top picks offering yields of up to 10.8%.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Energy Transfer is well-positioned to benefit from rising electricity demand driven by AI and data center growth, supporting strong LNG and gas transport prospects. ET's diversified pipeline network, stable commission-based cash flows, and high dividend yield (~8%) make ET attractive for long-term, passive income-focused investors. Analysts overwhelmingly rate ET a "Strong Buy" due to robust financials, sector-leading yield, and favorable industry trends, despite MLP-specific structural limitations.
Energy Transfer offers a compelling ~8% yield, despite recent challenges like increased leverage, pipeline issues, and energy price volatility. ET's fundamentals remain strong, with record network volumes, stable production, and a conservative, contract-driven midstream industry culture supporting long-term stability. Shares are down due to cautious management outlook and higher leverage, but ET maintains an investment-grade balance sheet and attractive single-digit valuation multiples.
Energy Transfer outshines peers with 6-month gains, strong pipeline growth and steady cash flows, but its ROE is below the industry average.
Energy Transfer LP is a 'Strong buy' due to its strong strategic positioning in the U.S. midstream market, which is poised to benefit from the country's expanding manufacturing. ET offers an attractive 8% forward distribution yield, supported by management's commitment to cost efficiency and prudent capital allocation. Valuation remains compelling, with a low forward P/E and DDM analysis indicating a fair value of $27.6 versus the current ~$17 price.
The stock market has continued to rise this year, with the S&P 500 up over 13%. That has it trading at more than 20 times earnings, well above its average in the mid-teens over the past quarter-century.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Energy Transfer presents a compelling value for income investors, offering an 8.1% yield after recent price declines and market jitters. ET's vast, diversified pipeline network and fee-based cash flows provide stable earnings, with strong growth drivers including AI-driven demand and LNG exports. Trading at just 5x cash flow, ET is undervalued compared to peers, with a well-covered distribution and management targeting 3-5% annual growth.
Energy Transfer is a "Buy" due to its strong position in meeting rising energy demands, especially from data centers, offering solid long-term returns and distribution yield despite recent correction. ET's diversified midstream operations, including natural gas, NGL, and crude oil transportation, demonstrate stable EBITDA generation, with strategic shifts towards data center energy supplies. The U.S. natural gas market is experiencing significant growth, driven by increasing electricity demand and AI usage, positioning ET to benefit from favorable pricing and high ROIC projects.
Jamie Dimon is one of the highest-profile bankers in the world. Like Warren Buffett, David Solomon, or other Wall Street titans, when he speaks, people listen.