$EPD

Stifel analysts highlight US midstream energy stocks, citing financial discipline and growing power demand. Energy Transfer (ET) reported strong Q2 2026 results with $5.1B adjusted EBITDA. Plains All American Pipeline (PAA) surpassed estimates with $0.41 EPS and $17.69B revenue. Western Midstream and Enterprise Products are also noted for their growth prospects.

Four high-yield stocks—Verizon (VZ), Altria (MO), Realty Income (O), and Enterprise Products Partners (EPD)—are highlighted for investors seeking income. Verizon raised its free cash flow guidance to $21.94B-$22.14B. Altria increased its dividend to $4.44 annually. Realty Income maintained 98.8% occupancy. EPD reported record operational DCF of $2.3B. All are deemed safe investments with yields near 6%.

Enterprise Products Partners (EPD) reported a 2.8% increase in quarterly distribution to $0.56 per unit. Adjusted cash flow from operations rose 19% to $2.5 billion. Growth capital spending increased by over $700 million. The payout ratio fell to 56% on a trailing twelve-month basis. TIKR's target price for EPD is $41, suggesting a 6% total return by 2030.

Five companies with yields above 5% and strong analyst backing: MPLX (7.15% yield, $62.85 target), BTI (6.09% yield, $70.43 target), EPD (5.61% yield, $41.37 target), ET (6.2% yield, $24.55 target, moving to Texas Stock Exchange), ARCC (9.76% yield, $20.77 target). All show recent dividend increases and durable payouts.

Jim Cramer highlighted Enterprise Products Partners L.P. (EPD) as a beneficiary of Strait of Hormuz disruptions, citing strong margins and Houston Ship Channel importance. EPD reported record Q2 adjusted EBITDA of $2.8B, up 17% YoY, and a 5.8% yield. The company has $6.5B in major projects under construction, with expected growth capital spending of $2.9B-$3.4B by 2026. EPD faces risks related to margins and capital spending.

Enterprise Products Partners (EPD) reported record Q2 2026 adjusted EBITDA of $2.83B. Kinder Morgan (KMI) saw Q2 free cash flow of $978M and a Moody's upgrade. Williams Companies (WMB) raised 2026 EBITDA guidance to $8.3B-$8.5B. ONEOK (OKE) expects 2026 EBITDA of $7.9B-$8.3B. Energy Transfer (ET) raised 2026 EBITDA guidance to $18.8B-$19.1B. All companies increased distributions and highlighted strong cash flows.

Midstream companies are expanding natural gas infrastructure due to increased production and demand. Key projects include new pipelines and processing plants, with a collective $160B backlog. Companies like Kinder Morgan, Energy Transfer, and Targa Resources are involved, raising financial guidance. Permian Basin's gas output is growing, driving infrastructure investments.

Enterprise Products Partners LP (EPD) reported a 14% year-over-year increase in Permian Basin natural gas processing volumes to 4.3 Bcf/d. The company announced expansion projects, including Delaware Plant 13 and Midland Basin Plant 11, to support growth. EPD's units rose 29.2% over the past year, and it trades at a 12-month EV/EBITDA of 11.10X. Kinder Morgan (KMI) and Williams Companies (WMB) are also expected to benefit from rising energy demand.

The Alerian MLP ETF (AMLP) faces tax inefficiencies due to its C-corp structure and management fees. The article suggests investing in three MLPs directly: Enterprise Products Partners (EPD), MPLX, and Energy Transfer (ET) for better dividend growth and tax efficiency. EPD offers stable dividends, MPLX provides high distribution growth, and ET offers scale and geographic reach.

Enterprise Products Partners (EPD) reported record volumes in Q2 2026, driven by strong U.S. energy exports. The company has $6.5B in organic projects under construction, including expansions to handle increased exports. EPD's shares rose 23.4% over the past year, trading at an EV/EBITDA of 11.12X. Kinder Morgan (KMI) and Energy Transfer (ET) also benefit from rising U.S. energy exports, with KMI's gas volumes up 7% and ET's NGL exports up 25% in Q2 2026.