$ET (Energy Transfer LP) — investor discussion on X

Earnings report

Energy Transfer Draws Bullish Coverage, Raised Guidance, Expected Distribution Hike

Multiple outlets highlight record earnings, raised guidance, and likely bigger distribution hike

Media Recommends Energy Transfer for High Yield as AI Data Centers Drive NatGas Demand

Multiple sources reiterate buy case with 6.4% yield and AI-driven natgas transport growth

Energy Transfer's H1 2026 Distribution Coverage at 2.28x, Forward Yield 6.3%

Toll-based model insulates from commodity volatility, payout well covered

Energy Transfer highlighted as high-yield MLP pick with 6.3% yield

Two outlets independently cite 6.3% dividend and income appeal

Energy Transfer Draws Bullish Analyst Views, AI Data Center Gas Supply Contracts as Growth Driver

Multiple independent outlets highlight its AI data center gas supply role and valuation edge, reinforcing positive outlook after prior guidance raise

Co-founder Kelcy Warren Buys $21.3M in Units

Founder buys ~1.0M units at $21.26 avg, raising stake by 0.33%

Insider buying $13.8M (1)

Insider buying $7.5M (1)

Energy Transfer Hits 52-Week High with Surge in Options Volume

BNY Mellon cut its ET stake by 37.2% in Q1, yet shares remain near highs, drawing attention to institutional moves

Sunoco Signs $600M Fuel Distribution Network Acquisition Deal

Sunoco LP signed deal Aug 5, closing expected Q4; Energy Transfer as affiliate draws attention

Earnings report

Energy Transfer Raises 2026 EBITDA Guidance to $18.2-18.6B

Raised full-year guidance reflects robust growth across diversified midstream segments, supporting the 19th consecutive distribution hike

Energy Transfer Announces Quarterly Cash Distribution on Series I Preferred Units

Declares $0.2111 per unit quarterly distribution, reflecting capital return commitment