Market Cap
$68.1B
ET
Energy Transfer LP
$20.34 ▲ +1.20%
Prev close $20.10Market cap$68.1B
ConsensusStrong Buy
12-mo target$24.70 (+21.4%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (8/10)26 New Institutional Positions10 Institutional Exits Traditional Energy
Snapshot
The big-picture read on ET right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (87%)
Inst. Holders
50 funds
Inst. Value
$14.2B
Inst. Activity
26 buys / 10 sells
Insider Activity
$21.5M buy / $0.00 sell
Insider Net $
$21.5M
Social Sentiment
59° Warm
SEC Reports
4
Congressional
1 trades
Price chart 30d -5.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 20, 2026 short_volume
Short Volume: ET — 56.0% short (2.5M / 4.5M)
Short: 2,539,316 | Exempt: 18,984 | TRF Vol: 4,538,123 | Short Ratio: 56.0% | Off-exchange volume (d
Aug 19, 2026 Insider
WARREN KELCY L bought 647,968 shares
Director @ $21.26 ($13.8M)
Aug 18, 2026 Insider
WARREN KELCY L bought 352,032 shares
Director @ $21.27 ($7.5M)
Aug 7, 2026 Insider
Aug 4, 2026 SEC Perry James Richard bought 12,359.372 shares
Director @ $20.23 ($250.0K)
Energy Transfer LP reported Q2 2026 results that significantly exceeded consensus, with EPS of $0.59 (beat by 60%), reve
8-K — Impact 8/10
Energy Transfer LP priced a $1.75B offering of junior subordinated notes in two tranches ($650M Series 2026A at 6.550% a
8-K — Impact 4/10
Jun 30, 2026 Inst.
BROOKFIELD Corp /ON/ — ADD
8,528,558 shares ($163.1M)
Jun 30, 2026 Inst.
BARCLAYS PLC — TRIM
7,152,174 shares ($136.7M)
Analyst ratings buy % +1.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
87% rate it Buy or better · 30 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 4, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 12, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 10, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 16, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 27, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 14 | 4 | 0 | 0 | 87% | |
| Aug 1, 2026 | 12 | 14 | 4 | 0 | 0 | 87% | |
| Jul 1, 2026 | 12 | 14 | 4 | 0 | 0 | 87% | |
| 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% |
Price targets
Where 23 covering analysts think ET trades over the next 12 months.
$24.70 +21.4% upside Strong Buy
Current$20.34 Low$22.00 Median$25.00 High$28.00 23 analysts
$22.00$28.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
59°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 5.5/10.
BULLISH8-K8/10
Energy Transfer LP reported Q2 2026 results that significantly exceeded consensus, with EPS of $0.59
Aug 4, 2026
NEUTRAL8-K4/10
Energy Transfer LP priced a $1.75B offering of junior subordinated notes in two tranches ($650M Seri
Jul 8, 2026
NEUTRAL8-K3/10
Energy Transfer LP filed an 8-K announcing that Co-CEO Marshall S. (Mackie) McCrea III intends to re
Jun 3, 2026
BULLISH8-K7/10
Energy Transfer LP reported Q1 2026 results with revenue of $27.771B (above $27.30B consensus) and G
May 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 20, 2026
short_volume
Short Volume: ET — 56.0% short (2.5M / 4.5M)
Short: 2,539,316 | Exempt: 18,984 | TRF Vol: 4,538,123 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Aug 17, 2026
ftd
FTD: ET — 92,903 shares ($2.0M) failed to deliver
Settlement: 20260817, Price: $21.05, FTD Value: $1,955,608.15, ENERGY TRANSFER LP
Aug 10, 2026
ftd
FTD: ET — 25,103 shares ($0.5M) failed to deliver
Settlement: 20260810, Price: $20.13, FTD Value: $505,323.39, ENERGY TRANSFER LP
Aug 7, 2026
ftd
FTD: ET — 25,750 shares ($0.5M) failed to deliver
Settlement: 20260807, Price: $20.67, FTD Value: $532,252.5, ENERGY TRANSFER LP
Aug 6, 2026
short_volume
Short Volume: ET — 63.2% short (4.1M / 6.5M)
Short: 4,130,897 | Exempt: 12,206 | TRF Vol: 6,538,164 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.40 | $0.34–$0.47 | 42.0% | -1.9% | 5↑ 2↓ | $32.1B | 11 |
| Next Q | $0.41 | $0.35–$0.50 | 63.9% | -1.2% | 4↑ 1↓ | $31.9B | 11 |
| Current FY | $1.71 | $1.63–$1.86 | 41.7% | -0.5% | 9↑ 1↓ | $123.1B | 14 |
| Next FY | $1.68 | $1.37–$2.02 | -1.9% | -0.6% | 6↑ 4↓ | $123.2B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.398 | — |
| 7d ago | $0.404 | -0.006 |
| 30d ago | $0.406 | -0.008 |
| 60d ago | $0.352 | +0.045 |
| 90d ago | $0.369 | +0.029 |
Institutional ownership
Which big funds own ET (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $14.2B total value (745,346,014 shares) as of 2026-Q2. Top holders: ALPS, MORGAN, JPMORGAN. Net buying activity: 26 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ALPS ADVISORS INC | 86,904,208 | $1.7B | 11.7% | — |
| MORGAN STANLEY | 85,614,431 | $1.6B | 11.5% | — |
| JPMORGAN CHASE & CO | 81,080,493 | $1.5B | 10.8% | ADD +96.7% |
| GOLDMAN SACHS GROUP INC | 62,819,419 | $1.2B | 8.4% | — |
| Invesco Ltd. | 54,927,735 | $1.1B | 7.4% | — |
| Blackstone Inc. | 35,782,842 | $684.2M | 4.8% | — |
| UBS Group AG | 30,548,239 | $584.1M | 4.1% | — |
| BANK OF AMERICA CORP /DE/ | 28,139,938 | $538.0M | 3.8% | — |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 24,415,955 | $466.8M | 3.3% | — |
| FMR LLC | 21,972,865 | $420.1M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BROOKFIELD Corp /ON/ | ADD | 6,445,333 | 8,528,558 | +32.3% | $163.1M |
| BARCLAYS PLC | TRIM | 9,882,131 | 7,152,174 | -27.6% | $136.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 1,421,473 | 2,432,085 | +71.1% | $46.5M |
| MAI Capital Management | DOUBLED | 776,470 | 2,201,342 | +183.5% | $42.1M |
| SCS Capital Management LLC | DOUBLED | 99,137 | 1,942,908 | +1859.8% | $37.1M |
| Arax Advisory Partners | DOUBLED | 51,314 | 1,743,645 | +3298.0% | $33.3M |
| Tidal Investments LLC | ADD | 1,028,313 | 1,611,509 | +56.7% | $30.8M |
| NEOS Investment Management LLC | ADD | 1,071,247 | 1,584,634 | +47.9% | $30.3M |
| FIRST TRUST ADVISORS LP | ADD | 815,302 | 1,233,500 | +51.3% | $23.6M |
| CAPTRUST FINANCIAL ADVISORS | ADD | 798,230 | 1,011,197 | +26.7% | $19.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
2 insiders, 4 transactions. Net $21.5M — $21.5M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | WARREN KELCY L | Director | BUY | 647,968 | $21.26 | $13.8M |
| Aug 18, 2026 | WARREN KELCY L | Director | BUY | 352,032 | $21.27 | $7.5M |
| Aug 7, 2026 | Perry James Richard | Director | BUY | 12,359.372 | $20.23 | $250.0K |
| May 8, 2026 | WARREN KELCY L | Director | AWARD | 1,109,279 | $19.83 | $22.0M |
Congressional trades
ET trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| 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) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ET.
Shares short
31,146,944
Settlement Sep 15, 2026
Change vs prior
+17.3%
Semi-monthly cycle
Days to cover
4.2
At avg daily volume
Of shares outstanding
≈0.9%
Estimate — not % of float
All ET filing & press-release reports (4)
- 8-K reportAug 4, 2026
- 8-K reportJul 8, 2026
- 8-K reportJun 3, 2026
- 8-K reportMay 5, 2026