$EPD

3 Energy Stocks With Big Dividends to Buy Now

Enterprise Products Partners (EPD) reported record Q2 EBITDA of $2.8B, supporting a $2.24 annualized payout. MPLX (MPLX) leads with 12.5% annual distribution growth, backed by $1.8B in Q2 EBITDA. Kinder Morgan (KMI) can fund its $9.6B backlog from internal cash flow while growing its dividend. All three companies are benefiting from increased natural gas demand.

Original reporting
Published Aug 27, 2026, 12:15 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 27, 2026, 12:31 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
3 Energy Stocks With Big Dividends to Buy Now — source image
Decision brief

The 30-second read

$EPDBullishHigh
01

Why it matters

Strong earnings and raised guidance across all three firms suggest continued cash‑flow generation, supporting dividend growth and potentially driving price appreciation in a yield‑focused market environment.

02

Market read

Fresh earnings data and dividend guidance make these stocks immediate candidates for income‑oriented traders.

03

What to watch

Potential regulatory changes to K‑1 taxation and future commodity price volatility could affect cash flow sustainability.

Relevance 8/10Novelty 8/10Timing: post‑Q2 earnings release

Background

The article highlights three major U.S. midstream MLPs and C‑corp with record Q2 earnings, distribution hikes, and forward guidance, positioning them as attractive dividend plays.

Company-level read

Ticker impact

$EPDBullishHigh confidence
Context

Enterprise Products Partners reported record Q2 adjusted EBITDA of $2.8B and raised its quarterly distribution, indicating strong cash flow and potential dividend upside.

Expected impact

Potential modest upside as investors seek yield.

Evidence & confidence

Strong cash flow and distribution increase are fresh data driving investor interest.

$MPLXBullishHigh confidence
Context

MPLX disclosed $1.8B Q2 adjusted EBITDA and a 12.5% annual distribution growth, guiding continued payout increases through 2027.

Expected impact

Likely upward pressure on the stock as yield‑seeking investors respond.

Evidence & confidence

Guidance and earnings beat provide fresh, material information.

$KMIBullishHigh confidence
Context

Kinder Morgan posted Q2 adjusted EPS of $0.37, a 32% YoY rise, and raised its 2026 guidance, while confirming a 2% dividend increase.

Expected impact

Moderate upside as investors value the solid cash flow and dividend.

Evidence & confidence

New earnings numbers and guidance constitute primary disclosure.

Market effects

Midstream energy sector shows strong cash flow and dividend growth, supporting broader yield‑focused positioning.

U.S. energy infrastructure investors may see increased demand for midstream exposure.

Stable U.S. midstream earnings bolster global energy supply chain confidence.

Counterpoint

High dividend yields may attract income‑seeking capital, but elevated debt levels could pose rate‑sensitivity risk.

Key entities

  • Enterprise Products Partners

    Midstream MLP with record Q2 EBITDA and increased distribution.

  • MPLX

    Marathon‑affiliated MLP delivering top‑tier distribution growth.

  • Kinder Morgan

    C‑corp midstream operator with solid earnings beat and dividend raise.

Related articles

$CVXMed

Wall Street analysts back three dividend stocks — CNBC

Goldman Sachs, RBC Capital, and BMO Capital reaffirmed buy ratings on Chevron (CVX), Enterprise Products Partners (EPD), and Brookfield Infrastructure Partners (BIP). Chevron's price target was raised to $240, with a $7.12 annual dividend. EPD's price target is $42, with a $2.24 annual distribution. BIP's target is $47, with a $1.82 annual distribution. Analysts cited growth prospects and dividend yields as key factors.

$KMIMed

Jefferies cuts Kinder Morgan stock price target on project timing

Jefferies reduced its price target for Kinder Morgan (KMI) to $33 from $35, citing project timing concerns, while maintaining a Hold rating. The stock trades at $31.31. KMI reported strong Q2 results, beating earnings and revenue estimates, and raised its 2026 guidance. The company's dividend yield is 3.87%, and it has raised dividends for 8 consecutive years.

$KMIMed

Kinder Morgan at Barclays conference: gas growth drives backlog

Kinder Morgan (KMI) outlined growth plans at the Barclays Energy-Power Conference, focusing on natural gas, LNG exports, and power demand. The company reported a $9.6B backlog, 90% backed by take-or-pay contracts, and expects it to exceed $10B by year-end. Management anticipates strong demand growth and plans $1.4B in new projects. KMI's debt-to-EBITDA ratio is 3.6x, within its target range, and it can fund $3B+ annual expansion spending from cash flow.

$KMIMed

How Is Kinder Morgan’s Stock Performance Compared to Other Energy Infrastructure Stocks?

Kinder Morgan (KMI), a $69.9B energy infrastructure company, has underperformed the Pacer American Energy Infrastructure ETF (USAI) over the past year, with a 20.8% gain compared to USAI's 24.3%. KMI is expanding its growth platform through a $5B pipeline project with Phillips 66 (PSX) and HF Sinclair (DINO), and Goldman Sachs expects increased natural gas demand to benefit KMI. The stock has a 'Moderate Buy' consensus with a $36.25 price target, suggesting 13.4% upside.