Energy Transfer LP
No SEC Form 4 filings for $ET in the last 30 days.
The article says most broad dividend ETFs yield low-single digits versus the 10-year Treasury at 4.57%. It ranks five natural gas equities with higher yields: EQT 1.1%, Williams (WMB) 2.7%, Kinder Morgan (KMI) 3.5%, ONEOK (OKE) 4.6%, and Energy Transfer (ET) 6.7%. It notes ET’s higher yield comes with MLP risks and a Q4 earnings miss.
The article says data-center and AI demand for reliable power is boosting midstream energy firms, as tech hyperscalers increasingly use natural gas. It highlights Enterprise Products Partners, Enbridge, and Energy Transfer, noting each is up at least 19% YTD and pays high dividends. EPD raised its quarterly dividend to $0.55 (5.58% yield); Enbridge to CA$0.97 (4.87%); Energy Transfer to $0.3375 (6.6%). It cites Q1 2026 DCF/earnings gains and emphasizes fee-based contract cash flows.
Barclays raised its price target for Energy Transfer LP (ET) to $23 from $22 and reiterated an Overweight rating, citing a more constructive outlook for U.S. crude production. The firm said ET remains undervalued. On Energy Transfer’s Q1 2026 call, Co-CEO Thomas Long reported ~$4.9B adjusted EBITDA and ~$2.7B adjusted distributable cash flow, and increased 2026 adjusted EBITDA guidance to ~$18.2B–$18.6B.
