ET
Energy Transfer LP
$19.34
-0.26%
$65.6B
No data for this timeframe.
Vol
Market Cap$65.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders5 funds
Inst. Value$2.5B
Inst. Activity1 buys / 1 sells
Reddit Sentiment60° Warm
Congressional1 trades
Recent Activity
May 8, 2026
Insider
WARREN KELCY L sold 1,109,279 shares
Director @ $19.83 ($22.0M)
Inst.
MORGAN STANLEY — ADD
86,310,272 shares ($1.4B)
Inst.
FMR LLC — TRIM
22,089,457 shares ($364.3M)
Jun 9, 2026
short_volume
Short Volume: ET — 55.5% short (2.4M / 4.3M)
Short: 2,371,288 | Exempt: 17,010 | TRF Vol: 4,271,632 | Short Ratio: 55.5% | Off-exchange volume (d
May 5, 2026
Congress
Brian Babin sell
$1,001 - $15,000 — House
Price Targets
$23.59
+23.8% upside
Strong Buy
Current $19.06
Low $21.00
Median $24.00
High $27.00
22 analysts
$21.00
$27.00
Analyst Ratings
12Strong Buy
14Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 27, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| May 14, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 13, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| May 12, 2026 | Scotiabank | MAINTAIN | Sector Outperform → Sector Outperform |
| May 12, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.36 ▼ -6.4% | $0.30 — $0.46 | 12% YoY | 8 |
| Next Q | $0.36 ▼ -7.6% | $0.29 — $0.46 | 28% YoY | 8 |
| Current FY | $1.48 ▼ -4.2% | $1.22 — $1.77 | 22% YoY | 11 |
| Next FY | $1.57 ▼ -7.1% | $1.28 — $1.89 | 6% YoY | 11 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $1.4B | ADD |
| BANK OF AMERICA CORP | $483.2M | — |
| FMR LLC | $364.3M | TRIM |
| WELLS FARGO & COMPANY/MN | $210.2M | — |
| Cullen Capital Management, LLC | $2.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 8, 2026 | WARREN KELCY | A | $22.0M |
Reddit Sentiment
60°▼
Warm
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Brian Babin | R | SELL | $1,001 - $15,000 |
5 institutional holders with $2.5B total value (150,583,467 shares) as of 2025-Q4. Top holders: MORGAN, BANK, FMR.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 86,310,272 | $1.4B | 57.3% | ADD +41.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 29,299,749 | $483.2M | 19.5% | — |
| 3 | FMR LLC | 22,089,457 | $364.3M | 14.7% | TRIM -25.1% |
| 4 | WELLS FARGO & COMPANY/MN | 12,749,768 | $210.2M | 8.5% | — |
| 5 | Cullen Capital Management, LLC | 134,221 | $2.2M | 0.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 60,943,678 | 86,310,272 | +41.6% | $1.4B | 2025-Q4 |
| FMR LLC | TRIM | 29,484,841 | 22,089,457 | -25.1% | $364.3M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EXIT | 10,965 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | TRIM | 92,644,714 | 68,630,159 | -25.9% | $1.3B | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 6,610,222 | 11,634,995 | +76.0% | $216.3M | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 10,965 | — | $203.8K | 2025-Q1 |
| MORGAN STANLEY | ADD | 60,204,777 | 92,644,714 | +53.9% | $1.8B | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 9,997,974 | 6,610,222 | -33.9% | $129.5M | 2024-Q4 |
1 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 8, 2026 | WARREN KELCY L | Director | A | 1,109,279 | $19.83 | $22.0M |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (87% buy). Based on 30 analysts: 12 strong buy, 14 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$23.59 mean target
+23.8% upside
Strong Buy (1.43)
$21.00 Low
$27.00 High
| Metric | Value |
|---|---|
| Current Price | $19.06 |
| Target Low | $21.00 |
| Target Mean | $23.59 |
| Target Median | $24.00 |
| Target High | $27.00 |
| # Analysts | 22 |
| Recommendation | Strong Buy (1.43) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.36 | $0.30 | $0.46 | 11.6% | -6.4% | 2↑ 4↓ | $28.3B | 46.9% | 8 |
| Next Q 2026-09-30 |
$0.36 | $0.29 | $0.46 | 28.1% | -7.6% | 2↑ 4↓ | $28.1B | 40.9% | 8 |
| Current FY 2026-12-31 |
$1.48 | $1.22 | $1.77 | 22.3% | -4.2% | 4↑ 6↓ | $110.7B | 29.4% | 11 |
| Next FY 2027-12-31 |
$1.57 | $1.28 | $1.89 | 5.9% | -7.1% | 4↑ 6↓ | $110.6B | -0.1% | 11 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.357 | |
| 7d ago | $0.328 | +0.029 |
| 30d ago | $0.381 | -0.024 |
| 60d ago | $0.367 | -0.010 |
| 90d ago | $0.370 | -0.013 |
9 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 27, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| May 14, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 13, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| May 12, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| May 12, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 6, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Mar 24, 2026 | Truist Securities | INITIATE | — | Buy |
| Mar 13, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 10, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 12, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Dec 18, 2025 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 12 | 14 | 4 | 0 | 0 | 87% | |
| May 1, 2026 | 11 | 15 | 4 | 0 | 0 | 87% | |
| Apr 1, 2026 | 11 | 15 | 4 | 0 | 0 | 87% | |
| Mar 1, 2026 | 11 | 14 | 4 | 0 | 0 | 86% | |
| Feb 1, 2026 | 11 | 14 | 4 | 0 | 0 | 86% | |
| Jan 1, 2026 | 11 | 14 | 4 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 5, 2026 | Brian Babin | R | HOUSE | SELL | $1,001 - $15,000 | Energy Transfer LP | May 19, 2026 (15d) |
60°
Warm
Bearish
Neutral
Bullish
31 mentions
14 bullish
7 bearish
30 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 9, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 8, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 8, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 8, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 8, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 2 | 50° Neutral | 1 | 1 | 2 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 1, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 1, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 25, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 25, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 13, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 13, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 5, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 5, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 3, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 30, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 30, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Jun 9, 2026
short_volume
Short Volume: ET — 55.5% short (2.4M / 4.3M)
Short: 2,371,288 | Exempt: 17,010 | TRF Vol: 4,271,632 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: ET — 57.8% short (3.3M / 5.8M)
Short: 3,333,686 | Exempt: 31,078 | TRF Vol: 5,764,262 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: ET — 58.7% short (4.7M / 8.0M)
Short: 4,674,955 | Exempt: 5,860 | TRF Vol: 7,970,935 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: ET — 70.5% short (3.1M / 4.4M)
Short: 3,104,872 | Exempt: 7,415 | TRF Vol: 4,406,472 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ET — 59.5% short (3.0M / 5.1M)
Short: 3,037,667 | Exempt: 31,807 | TRF Vol: 5,101,900 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: ET — 70,013 shares ($1.4M) failed to deliver
Settlement: 20260513, Price: $20.00, FTD Value: $1,400,260, ENERGY TRANSFER LP
May 8, 2026
short_interest
FTD: ET — 45,913 shares ($0.9M) failed to deliver
Settlement: 20260508, Price: $19.92, FTD Value: $914,586.96, ENERGY TRANSFER LP
May 5, 2026
earnings_calendar
ET Q1 2026 Earnings Scheduled — 2026-05-05
Apr 13, 2026
short_interest
FTD: ET — 178,206 shares ($3.4M) failed to deliver
Settlement: 20260413, Price: $19.19, FTD Value: $3,419,773.14, ENERGY TRANSFER LP
Apr 6, 2026
short_volume
Short Volume: ET — 57.4% short (3.4M / 5.8M)
Short: 3,352,620 | Exempt: 9,250 | TRF Vol: 5,844,419 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_volume
Short Volume: ET — 55.2% short (4.9M / 8.8M)
Short: 4,859,538 | Exempt: 33,462 | TRF Vol: 8,811,187 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_interest
FTD: ET — 45,589 shares ($0.9M) failed to deliver
Settlement: 20260330, Price: $19.67, FTD Value: $896,735.63, ENERGY TRANSFER LP