Energy Transfer LP

NYSE:ET Stok Raporu

Piyasa değeri: US$68.6b

Energy Transfer Yönetim

Yönetim kriter kontrolleri 3/4

Energy Transfer CEO'su Mackie McCrea, Jan2021 tarihinde atandı, in görev süresi 5.33 yıldır. in toplam yıllık tazminatı $ 20.08M olup, şirket hissesi ve opsiyonları dahil olmak üzere 7.7% maaş ve 92.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.15% ine doğrudan sahiptir ve bu hisseler $ 102.45M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.4 yıl ve 10.9 yıldır.

Anahtar bilgiler

Mackie McCrea

İcra Kurulu Başkanı

US$20.1m

Toplam tazminat

CEO maaş yüzdesi7.74%
CEO görev süresi5.3yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi3.4yrs
Yönetim Kurulu ortalama görev süresi10.9yrs

Son yönetim güncellemeleri

Recent updates

ET: Gas Projects And Higher Distribution Will Drive Forward Return Potential

The analyst price target for Energy Transfer has been adjusted modestly higher to $22.26 from $22.07, as analysts highlight updated assumptions around revenue growth, profit margin, and a slightly lower discount rate, while also incorporating recent bullish coverage initiations, list additions, and higher price targets from major firms. Analyst Commentary Recent research coverage on Energy Transfer reflects a generally constructive tone on the company, with analysts focusing on valuation, execution on projects, and the balance between growth opportunities and existing risks.

Energy Transfer: American Molecules Are Headed East

Apr 22

ET: Gas Projects And Higher Distribution Will Support Forward Return Potential

Energy Transfer's updated analyst price target moves to $21, a $2 shift from the prior $19 level, as analysts point to recent natural gas project updates and broader midstream coverage. They view these developments as supportive of the partnership's risk and return profile.

ET: Gas Project Execution And Higher Distribution Are Expected To Support Returns

Analysts have increased their fair value estimate for Energy Transfer slightly to about $22.07, supported by a series of recent price target revisions around $20 to $22 that reflect updated views on its natural gas project progress, valuation discount and midstream outlook. Analyst Commentary Recent research on Energy Transfer points to a mix of optimism around project execution and income potential, alongside caution about contract risk and how quickly the current valuation gap might close.

ET: Gas Project Execution And Expansion Plans Will Support Future Cash Flows

Analysts have inched Energy Transfer's fair value estimate higher to $21.93 from $21.68 after a series of mixed but generally constructive price target updates, including raises to $21 and $20, along with adjusted expectations around project execution and valuation. Analyst Commentary Recent research updates present a mixed but generally constructive picture, with several firms lifting price targets while others trim expectations around certain contracts and projects.

ET: Gas Project Execution And Desert Southwest Expansion Will Support Future Cash Flows

Analysts have nudged their price expectations for Energy Transfer higher, with the average target moving by about $0.20 as recent research points to strong natural gas project updates while still cautioning that current gas exposure may not fully close the valuation gap. Analyst Commentary Recent research paints a mixed but generally constructive picture for Energy Transfer, with several firms adjusting their price targets and highlighting both strengths in execution and lingering questions around valuation and gas exposure.

ET: Contract Discipline And Desert Southwest Expansion Will Support Future Cash Flows

Narrative Update on Energy Transfer The updated analyst price target for Energy Transfer moves slightly higher to $21.45. Analysts attribute this to modestly stronger revenue growth assumptions, a slightly lower discount rate, and a small adjustment to future P/E and margin expectations following mixed recent target changes across the Street.

ET: Diversified Footprint And New Projects Will Support Future Cash Flows

Analysts have slightly reduced their average price target on Energy Transfer, reflecting updated assumptions for discount rates, revenue, profit margins, and future P/E multiples, while still indicating steady execution despite recent target revisions from several firms. Analyst Commentary Recent research on Energy Transfer highlights a mix of optimism about the business model and caution around contract renewals and valuation expectations.

ET: Diversified Footprint And New Projects Will Support Future Resilience

Our analyst price target for Energy Transfer has adjusted slightly. This reflects a mix of Street research that includes lower targets from Barclays and Scotiabank, both citing contract and macro risks, alongside generally constructive views on the partnership's diversified footprint and commercial discipline.

ET: Diversified Assets And Cash Returns Will Support Future Resilience

Energy Transfer's updated fair value estimate edges to $21.62 from $21.55 as analysts factor in a lower Street price target of $21 from Scotiabank and a $17 target from Jefferies, reflecting mixed views on growth drivers and business diversification. Analyst Commentary Recent research highlights a split view on Energy Transfer, with some focusing on the benefits of its diversified footprint and others concentrating on potential growth constraints and limited near term catalysts for a higher valuation.

ET: Diversified Footprint And Cash Returns Will Support Future Upside

Analysts have modestly reduced their fair value estimate for Energy Transfer to approximately $21.55 from about $21.67, reflecting slightly higher discount rate assumptions, offset by somewhat stronger long term revenue growth and margin expectations, as well as a marginally lower future P/E multiple amid mixed but generally constructive revisions to Street price targets. Analyst Commentary Recent Street research presents a mixed but generally constructive view on Energy Transfer, with modest adjustments to price targets reflecting both confidence in the business model and recognition of macro and competitive headwinds.

ET: Diversification And Cash Return Initiatives Will Support Resilient Performance

Analysts have slightly reduced their fair value estimate for Energy Transfer, lowering the projected price target by $0.20 to $21.67. This adjustment is due to softer growth assumptions and headwinds in key business segments.

ET: Diversified Model And Capital Return May Drive Stronger Performance Ahead

Analysts have lowered their consensus price target for Energy Transfer LP by $2.00. They cite ongoing macroeconomic uncertainty, sector-wide price target adjustments, and a shifting investor focus toward capital return and resilience against commodity price volatility.

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

Analysts have slightly lowered their average price target for Energy Transfer, reducing it by approximately $0.41 to $21.87. They cite moderated growth expectations, increased competition in key segments, and a growing preference among investors for cash returns over expansion.

Expanding Natural Gas Infrastructure Will Capture Future Demand

Analysts have slightly lowered their price target for Energy Transfer, reducing it from about $22.55 to $22.29. They cite a greater focus on returning cash to shareholders and shifting industry priorities as key factors behind the adjustment.

Energy Transfer: Low Valuation, 1.8x Coverage, 7% Yield

Mar 25

Energy Transfer Stock: Is This High-Yielding Blue-Chip A Buy After A 16% Drop

Mar 09

Energy Transfer: An Undervalued Cash Cow With More To Offer

Feb 26

Energy Transfer: The Power Story Starting To Play Out

Feb 18

Energy Transfer CapEx Deja Vu? It May Be Different This Time

Feb 12

Energy Transfer: Buy Baby Buy, The Investment Case Has Never Been Stronger

Jan 30

Energy Transfer: Our Favorite Energy Stock For 2025

Jan 19

Why You're Not Bullish Enough On 7%-Yielding Energy Transfer

Jan 08

Energy Transfer: Trump Administration Tailwinds May Not Be Fully Priced In

Dec 30

Energy Transfer Is Only A Hold For Now (Technical Analysis)

Dec 12

Energy Transfer: This Is Going To Hurt As Williams Already Won Once

Dec 05

Energy Transfer: Scoop Up This High-Yielding Deal Now

Nov 28

Energy Transfer Will Benefit From The Trump Trade And Drill Baby Drill

Nov 18

Energy Transfer: Strong Earnings And Vast Potential Upside

Nov 08

Energy Transfer: Value Hiding In Plain Sight

Oct 04

Energy Transfer: Put New Money To Work

Sep 17

Energy Transfer: Financial Strength, Value, And Distribution Safety

Sep 09

Energy Transfer: Rare Insider Buys

Aug 29

8%-Yielding Energy Transfer Has Become An Ideal Retiree Investment

Aug 21
User avatar

Calculated Acquisitions And Expansions Poised To Boost Growth And Margins In Energy Sector

Energy Transfer's strategic acquisitions and joint ventures, like the WTG acquisition and the partnership with Sunoco LP, aim to boost Permian operations and efficiency.

Energy Transfer: An Indirect Beneficiary From AI That's Undervalued And Yielding 8.23%

Aug 14

Energy Transfer: With Earnings On Tap, Prepare For Clarity Regarding Recent Big Moves

Aug 05

Energy Transfer: A Gem We Uncovered Outside Our Regular Lane, Too Good To Pass Up

Jul 23

Energy Transfer: Favorable Industry And Political Trends

Jul 15

Energy Transfer: AI Boom Supports Midstream As Well

Jul 04

Energy Transfer: An Even Stronger Buy Now

Jun 25

Energy Transfer: Strong Cash Flow Machine With 8.2% Dividend Yield

Jun 11

Energy Transfer: 8% Yielder With An Enhanced Growth Profile

Jun 01

Energy Transfer: Surging Profits Meet Discounted Valuation

May 22

Energy Transfer Q1: One Of My Favorite High-Yielding Investments (Rating Downgrade)

May 12

Energy Transfer: Why There Is Still A Decent Upside

Apr 14

Energy Transfer: Moving America's Energy At ~40% Discount To Peers

Apr 02

Energy Transfer: Still Discounted According To Graham

Mar 22

Energy Transfer: Debunking Investor Pessimism

Mar 13

Energy Transfer: Where Strong Momentum And Attractive Value Meets

Mar 06

Energy Transfer: Tale Of The Tape Offers Surprising Results

Feb 27

Why Energy Transfer's Q4 Makes It My Favorite 9%-Yielding Equity

Feb 20

Energy Transfer: Steady As It Goes, Even At 9% Yield

Feb 13

CEO Tazminat Analizi

Mackie McCrea'un ücretlendirmesi Energy Transfer'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025US$20mUS$2m

US$4b

Sep 30 2025n/an/a

US$4b

Jun 30 2025n/an/a

US$4b

Mar 31 2025n/an/a

US$5b

Dec 31 2024US$20mUS$1m

US$4b

Sep 30 2024n/an/a

US$5b

Jun 30 2024n/an/a

US$4b

Mar 31 2024n/an/a

US$4b

Dec 31 2023US$17mUS$1m

US$3b

Sep 30 2023n/an/a

US$3b

Jun 30 2023n/an/a

US$4b

Mar 31 2023n/an/a

US$4b

Dec 31 2022US$20mUS$1m

US$4b

Sep 30 2022n/an/a

US$4b

Jun 30 2022n/an/a

US$4b

Mar 31 2022n/an/a

US$3b

Dec 31 2021US$21mUS$1m

US$5b

Sep 30 2021n/an/a

US$5b

Jun 30 2021n/an/a

US$4b

Mar 31 2021n/an/a

US$3b

Dec 31 2020US$8mUS$1m

-US$647m

Sep 30 2020n/an/a

-US$184m

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$2b

Dec 31 2019US$12mUS$1m

US$4b

Tazminat ve Piyasa: Mackie 'nin toplam tazminatı ($USD 20.08M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.60M ).

Tazminat ve Kazançlar: Mackie 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Mackie McCrea (66 yo)

5.3yrs
Görev süresi
US$20,076,651
Tazminat

Mr. Marshall S. McCrea, III, also known as Mackie, has been Co-Chief Executive Officer of LE GP, LLC at Energy Transfer LP since January 01, 2021. He serves as Co-Chief Executive Officer of Panhandle Easte...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Marshall McCrea
Co-CEO & Director of LE GP5.3yrsUS$20.08m0.15%
$ 102.5m
Thomas Long
Co-CEO & Director of LE GP10.3yrsUS$20.08m0.060%
$ 41.2m
Dylan Bramhall
Executive VP & Group Chief Financial Officer of LE GP3.5yrsUS$6.17m0.0073%
$ 5.0m
A. Sturrock
Group Senior VP7.6yrsUS$2.14m0.0060%
$ 4.1m
James Wright
Executive VP3.3yrsUS$5.57m0.012%
$ 8.3m
Kelcy Warren
Executive Chairman of LE GP20.3yrsUS$6.39k8.88%
$ 6.1b
Daniel Wentworth
Executive Vice President of Operationsless than a yearVeri yokVeri yok
Steve Hotte
Group Senior VP & Chief Information Officer3.3yrsVeri yokVeri yok
Robert Kerrigan
Group Senior Vice President of Human Resources & Administrationless than a yearVeri yokVeri yok
Brent Ratliff
VP, Investor Relationsno dataVeri yokVeri yok
Vicki Granado
Vice President of Public Relations & Corporate Communicationsless than a yearVeri yokVeri yok
Christopher Curia
Executive VP & Chief Human Resource Officer of LE GPno dataVeri yokVeri yok
3.4yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş

Deneyimli Yönetim: ET 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.4 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Marshall McCrea
Co-CEO & Director of LE GP16.4yrsUS$20.08m0.15%
$ 102.5m
Thomas Long
Co-CEO & Director of LE GP7.1yrsUS$20.08m0.060%
$ 41.2m
Kelcy Warren
Executive Chairman of LE GP20.3yrsUS$6.39k8.88%
$ 6.1b
John McReynolds
Director of LE GP20.8yrsUS$225.00k0.88%
$ 603.0m
Michael Grimm
Independent Director of LE GP7.6yrsUS$255.00k0.027%
$ 18.5m
Matthew Ramsey
Director of LE GP13.8yrsUS$225.00k0.033%
$ 22.6m
Steven Anderson
Independent Director of LE GP7.9yrsUS$247.50k0.046%
$ 31.8m
James Perry
Independent Director of LE GP6.3yrsUS$225.00k0.0049%
$ 3.3m
10.9yrs
Ortalama Görev Süresi
70yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: ET 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 10.9 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/03 16:08
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Energy Transfer LP 35 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Ethan BellamyBaird
Richard GrossBarclays
Theresa ChenBarclays