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Energy Transfer LP Stock Price

NYSE:ET Community·US$67.3b Market Cap
  • 1 Narratives written by author
  • 1 Comments on narratives written by author
  • 339 Fair Values set on narratives written by author

ET Share Price Performance

US$19.62
1.95 (11.04%)
US$23.50
Fair Value
US$19.62
1.95 (11.04%)
16.5% undervalued intrinsic discount
US$23.50
Fair Value
Price US$19.62
AnalystConsensusTarget US$23.50

ET Community Narratives

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Fair Value US$23.5 16.5% undervalued intrinsic discount

ET: Cash Returns And Upcoming Distribution Growth Will Drive Future Upside

5users have liked this narrative
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157users have followed this narrative

Trending Discussion

Updated Narratives

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ET: Higher Cash Distributions And Gas Success Will Drive Forward Return Potential

Fair Value: US$23.5 16.5% undervalued intrinsic discount
157 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued second-rate dividend payer.

2 Risks
3 Rewards

Energy Transfer LP Key Details

US$92.3b

Revenue

US$75.1b

Cost of Revenue

US$17.2b

Gross Profit

US$13.1b

Other Expenses

US$4.1b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.19
18.62%
4.46%
138.7%
View Full Analysis

About ET

Founded
1996
Employees
22311
CEO
Marshall McCrea
WebsiteView website
energytransfer.com

Energy Transfer LP, together with its subsidiaries, provides energy-related services in the United States. It operates through Intrastate Transportation and Storage; Interstate Transportation and Storage; Midstream; Natural Gas Liquid (NGL) and Refined Products Transportation and Services; Crude Oil Transportation and Services; Investment in Sunoco LP; Investment in USA Compression Partners, LP (USAC); and All Other segments. The company owns and operates natural gas transportation pipelines and storage facilities; and approximately 12,200 miles of intrastate natural gas transportation pipelines and 20,090 miles of interstate natural gas pipelines. It also sells natural gas to electric utilities, independent power plants, local distribution and other marketing companies, and industrial end-users. In addition, the company owns and operates natural gas gathering pipelines, processing plants, and treating and conditioning facilities; and natural gas gathering, compression, treating, dehydration and processing, oil pipeline facilities. Further, it owns 5,700 miles of NGL pipelines; NGL fractionation and storage facilities; and other NGL storage assets and terminals. Additionally, the company provides crude oil transportation, terminalling, trucking, acquisition, and marketing activities; owns and operates approximately 18,000 miles of crude oil trunk and gathering pipelines; and sells and distributes motor fuels and other petroleum products under the Sunoco and EcoMaxx brands. It also offers natural gas compression; wholesale power trading; and carbon dioxide and hydrogen sulfide removal services, as well as management of coal and natural resources properties; sells standing timber; leases coal-related infrastructure facilities; and collects oil and gas royalties. The company was formerly known as Energy Transfer Equity, L.P. and changed its name to Energy Transfer LP in October 2018. Energy Transfer LP was founded in 1996 and is headquartered in Dallas, Texas.

Recent ET News & Updates

Seeking Alpha 2h

Energy Transfer: A Leading Powerhouse In The MLP Space

Summary Energy Transfer delivered record Q1 adj. EBITDA of $4.9B, up 20% Y/Y, with broad-based segment strength and robust distributable cash flow. Management raised 2024 EBITDA guidance to $18.2B–$18.6B and increased growth CapEx, reflecting a deep backlog of mid-teens-return, fully contracted projects. ET enhanced its moat with strategic acquisitions and long-term data center supply agreements while raising its quarterly distribution to $0.3375 per unit. I maintain a Strong Buy rating on ET, citing compelling valuation, resilient fundamentals, and a 7% yield with targeted 3–5% annual distribution growth. Read the full article on Seeking Alpha
Narrative Update May 28

ET: Higher Cash Distributions And Gas Success Will Drive Forward Return Potential

The analyst fair value estimate for Energy Transfer has shifted from $22.26 to $23.50, reflecting a series of $23 to $24 price targets across the Street as analysts highlight valuation support, continued natural gas success, early signs of liquids strength, and what they describe as fundamental tailwinds for U.S. crude and NGLs. Analyst Commentary Recent research shows a cluster of price targets between US$23 and US$24, along with several rating changes, as analysts reassess Energy Transfer's outlook, valuation, and execution across its natural gas and liquids businesses. Bullish Takeaways Several bullish analysts are pointing to valuation support, arguing that the stock trades at a discount relative to what they see as "stronger fundamentals across the board" and an "undervalued" position given current fundamentals.

Recent updates

No updates