Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$74.2B
3,443M shares
52-week range
$16.18 – $21.84
94% from low
Sector
NATURAL GAS TRANSMISSION
Exchange
NYSE
CS
P/S (TTM)
0.7
EV / FCF (TTM)
27.5
Energy Transfer is a diversified midstream firm operating from wellhead to consuming demand. It handles natural gas, natural gas liquids, crude oil, and refined products. Commodities are moved through its network of field-level gathering and processing to refineries and demand centers. Operations are concentrated in Texas and the midcontinent United States. It also controls Sunoco and USA Compression through its general partner relationship.
www.energytransfer.comNo one on the platform currently holds ET.
| Institution | Shares | Reported |
|---|---|---|
| Appaloosa LPas of 2026-03-31 | 1,576,125 | $30.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-07 | $0.3400 | 2026-08-19 |
| 2026-05-08 | $0.3375 | 2026-05-20 |
| 2026-02-06 | $0.3350 | 2026-02-19 |
| 2025-11-07 | $0.3325 | 2025-11-19 |
| 2025-08-08 | $0.3300 | 2025-08-19 |
| 2025-05-09 | $0.3275 | 2025-05-20 |
| 2025-02-07 | $0.3250 | 2025-02-19 |
| 2024-11-08 | $0.3225 | 2024-11-19 |
| 2024-08-09 | $0.3200 | 2024-08-19 |
| 2024-05-10 | $0.3175 | 2024-05-20 |
No one on the platform has traded ET yet.
| 2024-02-06 | $0.3150 | 2024-02-20 |
| 2023-10-27 | $0.3125 | 2023-11-20 |
| Execution date | Ratio |
|---|---|
| 2015-07-27 | 2-for-1 |
| 2014-01-27 | 2-for-1 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 8.6% | 9.1% | — | — | — | |
| Rev. Growth % | -0.1% | 16.2% | ||||
| Profit Margin % | 5.9% | 6.0% | 4.3% | |||
| Free Cash Flow Margin % | 4.7% | 8.1% | 2.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +0.6% on the P/E track.
At today's price, your expected annual return is +10.1% on the P/E track.
At today's price, your expected annual return is +16.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $118.6B | +46.6% | $1.70 | $1.42–$1.84 | 12.7× | 11 |
| 2027 | $121.0B | +2.0% | $1.71 | $1.43–$1.93 | 12.6× | 12 |
| 2028 | $125.4B | +3.6% | $1.82 | $1.29–$2.22 | 11.8× | 10 |
| 2029 | $121.4B | -3.2% | $2.05 | $1.43–$2.39 | 10.5× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 2 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.38 | $0.59 | +55.4% |
| 2026-05-05 | $0.40 | $0.35 | -12.5% |
| 2026-02-17 | $0.37 | $0.25 | -32.9% |
| 2025-11-05 | $0.33 | $0.28 | -16.0% |
| 2025-08-06 | $0.33 | $0.32 | -2.7% |
| 2025-05-06 | $0.36 | $0.36 | +0.4% |
| 2025-02-11 | $0.35 | $0.29 | -17.1% |
| 2024-11-06 | $0.34 |
| $0.32 |
| -5.9% |
| $106.5B |
| — |
| KMIKinder Morgan, Inc. | $30.96 | +0.32% | $68.9B | — |
| LNGCheniere Energy, Inc. | $274.28 | -1.46% | $57.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ET front page of CNBC should be a little exposure https://www.cnbc.com/2026/09/14/cramers-lightning-round-buy-energy-transfer.html
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https://www.marketbeat.com/earnings/reports/2026-9-14-evertz-technologies-limited-etto-stock/ $ET Evertz Technologies Earnings Transcript
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$ET https://apnews.com/article/epa-power-plants-trump-coal-gas-climate-cac1c2c75f8656d8eaf5f0a240edae15
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@howardlindzon @Stocktwits52wHighs I'm just glad one of my holdings has made the list ($ET) recently! Btw, great handle
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$ET When will Saudl ask ET to come over and build a pipeline?
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$ET It is projected that by 2035 more Naturgal gas will flow through US Data Centers than most foreign countries have.
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Top Wall Street analysts recommend these 3 dividend stocks for higher returns $et $pr $sre https://www.cnbc.com/2026/09/13/top-wall-street-analysts-recommend-these-3-dividend-stocks-for-higher-returns.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
View on StockTwits ↗$ET Saudi pipeline disruption → higher geopolitical/supply risk → higher crude prices → stronger incentive for U.S. production/export activity → potentially more volumes through U.S. midstream infrastructure → positive for ET.
View on StockTwits ↗$ET Will be very strong in 2027 as large LNG volumes increase during the winter
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.