$0.34 EPS forecast for ET (Energy Transfer LP NYSE) 13 Feb 2026: dividend focus

We see ET stock trading at $18.75 (market closed) as investors price in a Q4 report due 17 Feb 2026. Wall Street now models $0.34 in quarterly EPS and $26.02 billion in revenue, driven by higher volumes and recent M&A. The market is watching guidance and the dividend yield given the stock’s 7.06% trailing yield. We focus this earnings spotlight on the numbers that will move the price and the payout details that matter to income investors.

ET stock: Q4 earnings preview and consensus

Analysts expect $0.34 EPS and $26.02 billion in revenue for Q4, with consensus EPS estimates rising 4.80% over the past 30 days. The upgrades reflect stronger midstream volumes and contribution from recent acquisitions. Market reaction will hinge on guidance for midstream throughput and NGL margins. Seeking Alpha analysis highlights why this quarter matters.

Valuation and financial metrics for Energy Transfer LP (ET)

Energy Transfer LP trades at P/E 15.00 with trailing EPS $1.25 and market cap $64.39 billion on the NYSE (United States, USD). Key ratios include EV/EBITDA 8.21, price-to-sales 0.81, and debt-to-equity 1.84. The dividend per share is $1.33 (TTM) with a payout ratio above 1.03, underlining income appeal but flagging sustainability risks if cash flow weakens.

Earnings drivers: volumes, NGLs and adjusted EBITDA outlook

Analysts project higher gathered volumes and NGL production versus year-ago levels, with midstream gathered volumes estimated at 21,570 BBTU/day and NGLs produced at 1,160.76 thousand barrels/day. Segment-level adjusted EBITDA estimates include $810.34 million for Midstream and $1.10 billion for NGL and refined products transportation. Positive volume and fractionation trends are the primary near-term earnings drivers.

Technicals and trading setup for ET stock

Price closed at $18.75 with a 50-day average $17.17 and 200-day average $17.29; daily range was $18.24–$18.81 and volume 27,299,221 (avg 15,149,034). RSI is 61.38, MACD histogram 0.07, and relative volatility is rising. We view realistic price targets as conservative $16.00, base $20.00, and bullish $22.50 given current momentum and sector tailwinds.

Meyka AI grade and forecast for ET

Meyka AI rates ET with a score out of 100: Score 73.56 | Grade B+ | Suggestion: BUY. This grade factors S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Meyka AI’s forecast model projects a 12‑month target of $16.15, implying an estimated downside of -13.86% versus the current price $18.75. Forecasts are model-based projections and not guarantees.

Recent news and analyst sentiment

Coverage is mostly positive with 9 buys and 1 hold in the visible consensus, and recent commentary flags strong revenue but limited operating leverage. MarketBeat note on intraday moves and flows shows retail and advisor interest ahead of the print. See the latest headlines for context on positioning: MarketBeat news feed.

Final Thoughts

Key takeaways for ET stock ahead of the Q4 report: Wall Street expects $0.34 EPS and robust revenue growth tied to higher midstream volumes. The stock trades at $18.75 with a 7.06% yield, attractive for income but exposed to leverage with debt-to-equity 1.84. Our technical read shows support near the $17.00 area and resistance near $20.00. Meyka AI’s forecast model projects $16.15 for the next 12 months, implying -13.86% downside versus today’s price; investors should weigh yield against leverage and guidance risk. We recommend watching the company’s adjusted EBITDA by segment and management commentary on capital allocation. For more data and live tools, consult our Meyka AI page on ET and the linked analyst notes above. Forecasts are model-based projections and not guarantees.

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Disclaimer:

Stock markets involve risks. This content is for informational purposes only. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.