Enterprise Products Partners L.P. $EPD Holdings Cut by Kayne Anderson Capital Advisors LP

Kayne Anderson Capital Advisors LP lowered its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD) by 0.7% in the third quarter, Holdings Channel reports. The firm owned 13,356,060 shares of the oil and gas producer’s stock after selling 92,580 shares during the period. Enterprise Products Partners accounts for about 9.2% of Kayne Anderson Capital Advisors LP’s investment portfolio, making the stock its 2nd largest position. Kayne Anderson Capital Advisors LP’s holdings in Enterprise Products Partners were worth $417,644,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Winnow Wealth LLC acquired a new stake in Enterprise Products Partners in the 2nd quarter worth about $28,000. Traub Capital Management LLC purchased a new position in shares of Enterprise Products Partners in the second quarter valued at approximately $31,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Enterprise Products Partners in the third quarter worth approximately $32,000. Financial Consulate Inc. purchased a new stake in shares of Enterprise Products Partners during the third quarter worth approximately $33,000. Finally, Davis Capital Management acquired a new position in Enterprise Products Partners in the 3rd quarter valued at $45,000. Institutional investors and hedge funds own 26.07% of the company’s stock.

Enterprise Products Partners Stock Down 0.2%

Shares of NYSE EPD opened at $36.29 on Wednesday. The company has a market capitalization of $78.50 billion, a P/E ratio of 13.64, a P/E/G ratio of 2.58 and a beta of 0.60. The company has a debt-to-equity ratio of 1.04, a current ratio of 0.88 and a quick ratio of 0.60. The company has a 50 day simple moving average of $33.53 and a 200-day simple moving average of $32.28. Enterprise Products Partners L.P. has a 1 year low of $27.77 and a 1 year high of $37.31.

Enterprise Products Partners (NYSE:EPD) last released its quarterly earnings data on Tuesday, February 3rd. The oil and gas producer reported $0.75 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.06. The firm had revenue of $13.79 billion for the quarter, compared to analysts’ expectations of $12.44 billion. Enterprise Products Partners had a return on equity of 19.43% and a net margin of 11.05%.The firm’s quarterly revenue was down 2.9% on a year-over-year basis. During the same period in the prior year, the firm posted $0.74 earnings per share. On average, equities research analysts predict that Enterprise Products Partners L.P. will post 2.9 earnings per share for the current year.

Enterprise Products Partners Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were given a dividend of $0.55 per share. This represents a $2.20 dividend on an annualized basis and a dividend yield of 6.1%. The ex-dividend date of this dividend was Friday, January 30th. This is a positive change from Enterprise Products Partners’s previous quarterly dividend of $0.55. Enterprise Products Partners’s dividend payout ratio is 82.71%.

Enterprise Products Partners declared that its Board of Directors has approved a stock repurchase program on Thursday, October 30th that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the oil and gas producer to repurchase up to 7.4% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board believes its stock is undervalued.

Wall Street Analyst Weigh In

Several brokerages have issued reports on EPD. Jefferies Financial Group reaffirmed a “hold” rating and set a $34.00 target price on shares of Enterprise Products Partners in a research note on Wednesday, February 4th. UBS Group restated a “buy” rating on shares of Enterprise Products Partners in a research report on Tuesday, December 16th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $35.00 price objective on shares of Enterprise Products Partners in a research note on Monday, December 1st. Royal Bank Of Canada reissued an “outperform” rating and issued a $40.00 target price on shares of Enterprise Products Partners in a research note on Wednesday, February 4th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Enterprise Products Partners in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Enterprise Products Partners currently has an average rating of “Hold” and a consensus target price of $36.00.

Key Stories Impacting Enterprise Products Partners

Here are the key news stories impacting Enterprise Products Partners this week:

• Positive Sentiment: Management flags growth tied to AI-driven gas demand and 2027 upside — Enterprise says new assets coming online in 2027 that could support double‑digit growth and payout power, reinforcing its midstream cash-flow and distribution track record. Read More.
• Positive Sentiment: Analyst/media praise EPD as a high-yield, reliable distributor — 247WallStreet profiles EPD as a “shadow dividend king,” noting a ~6% yield (annualized $2.20/unit) and a record Q4 2025 according to co‑CEO comments, which supports income‑oriented demand. Read More.
• Positive Sentiment: Featured in dividend-buying lists — The Motley Fool includes EPD among top dividend stocks with long streaks of distribution increases (27 years), reinforcing its appeal to income investors. Such mentions can sustain long‑term investor interest. Read More.
• Positive Sentiment: Included in high‑yield energy recommendations — Media roundups continue to present EPD as an attractive income play with yield comfort, which can attract buy‑and‑hold retail flows. Read More.
• Neutral Sentiment: Investor conference participation scheduled — EPD announced meetings at upcoming investor conferences, improving management access and visibility but not immediately affecting fundamentals. Read More.
• Neutral Sentiment: Increased investor attention noted by Zacks — Elevated searches and coverage can boost short‑term liquidity/volatility; this reflects interest rather than new operational news. Read More.
• Neutral Sentiment: Featured in retirement income strategies — EPD appears in model portfolios for retirees seeking yield, emphasizing distribution reliability but also highlighting investor tradeoffs (midstream risks). Read More.

Insider Activity

In related news, Director John R. Rutherford acquired 15,000 shares of Enterprise Products Partners stock in a transaction that occurred on Monday, December 29th. The shares were purchased at an average cost of $32.09 per share, for a total transaction of $481,350.00. Following the acquisition, the director owned 173,586 shares in the company, valued at approximately $5,570,374.74. This represents a 9.46% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders own 32.60% of the company’s stock.

About Enterprise Products Partners

Enterprise Products Partners L.P. (NYSE: EPD) is a Houston-based master limited partnership that provides midstream energy services across North America. The company owns and operates an extensive network of pipelines, storage facilities, processing plants and export terminals that transport and handle natural gas, natural gas liquids (NGLs), crude oil and refined and petrochemical products. Its core activities include gathering and transportation, fractionation of NGLs, natural gas processing, crude oil and condensate pipelines, and marine and terminal services that enable domestic distribution and exports.

Enterprise serves a diverse set of customers including producers, refiners, petrochemical companies, marketers and end users.