Energy Transfer LP Increases Quarterly Cash Distribution to $0.33 per Unit, Up 3% YoY

Energy Transfer LP announced an increase in its quarterly cash distribution to $0.33 per common unit, an increase of more than 3% compared to Q2 2024. The distribution will be paid on August 19, 2025, to unitholders of record as of August 8, 2025. The company plans to release Q2 2025 earnings on August 6, 2025, and will conduct a conference call to discuss quarterly results and provide a company update.

Energy Transfer LP (NYSE: ET) has announced an increase in its quarterly cash distribution to $0.33 per common unit, effective for the second quarter ended June 30, 2025. This represents a more than 3% increase compared to the same period in 2024. The distribution will be paid on August 19, 2025, to unitholders of record as of August 8, 2025 [1].

The company also plans to release its second-quarter 2025 earnings on Wednesday, August 6, 2025, after the market closes. An earnings conference call is scheduled for the same day at 3:30 p.m. Central Time/4:30 p.m. Eastern Time to discuss the quarterly results and provide a company update. The call will be broadcast live via an internet webcast and available for replay on the company’s website [1].

Energy Transfer LP owns and operates one of the largest and most diversified portfolios of energy assets in the United States, with approximately 140,000 miles of pipeline and associated energy infrastructure. The company's strategic network spans 44 states, covering all major U.S. production basins [1].

Recent developments in call options activity have indicated a significant increase in trading volumes, with 17,379 calls traded, exceeding the anticipated volume by 1.5 times. The implied volatility has risen over one point, reaching 22.34%, reflecting a strong bullish sentiment among traders [2].

Wall Street analysts forecast an average target price of $22.67 for Energy Transfer LP, with a high estimate of $25.00 and a low estimate of $19.00. The average target price implies an upside of 29.19% from the current price of $17.55. The consensus recommendation from 18 brokerage firms is "Outperform" [2].

Energy Transfer LP reported an increase in adjusted EBITDA to $4.1 billion for Q1 2025, up from $3.9 billion in Q1 2024. The company experienced strong volumes across its midstream gathering, crude gathering, natural gas interstate, and NGL pipelines, as well as strong NGL exports. The company is making substantial progress on its Lake Charles LNG project and is well-positioned to benefit from growing demand for natural gas infrastructure [2].

However, the crude oil segment saw a decrease in adjusted EBITDA to $742 million from $848 million in Q1 2024, due to lower transportation revenues and higher expenses. The intrastate natural gas segment experienced a decline in adjusted EBITDA to $344 million from $438 million in Q1 2024, impacted by reduced pipeline optimization. The company also faces ongoing litigation related to Winter Storm Uri, with $285 million still outstanding in the intrastate segment [2].

References:

[1] https://www.stocktitan.net/news/ET/energy-transfer-announces-increase-in-quarterly-cash-a5crlx76770i.html

[2] https://www.gurufocus.com/news/3002571/energy-transfer-et-sees-surge-in-call-options-activity-et-stock-news