Analysis of High-Yield Stocks in the Energy Sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Source: Fool
- Energy Transfer's High Yield: Energy Transfer (ET) boasts a 9.2% dividend yield, having cut its distribution in 2020 due to the pandemic, but it has since recovered and plans a 3% to 5% annual growth, with up to $5.5 billion in investments planned by 2026 to support this growth.
- Enterprise's Stability: Enterprise Products Partners (EPD) has increased its distribution for 27 consecutive years, with a distributable cash flow covering its distribution at a comfortable 1.7x, indicating strong financial health and making it suitable for conservative investors.
- Enbridge's Diversification: Enbridge (ENB) offers a lower yield of 5.35% but has a diversified business model that includes regulated natural gas utilities and clean energy assets, appealing to investors concerned about the global energy transition.
- Investor Choices: Among these three companies, Energy Transfer is suited for aggressive investors, Enterprise Products is ideal for most income-focused investors, while Enbridge provides a diversified option for those worried about the ongoing global energy shift.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ENB?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ENB
Wall Street analysts forecast ENB stock price to fall
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 51.840
Low
44.63
Averages
49.75
High
51.83
Current: 51.840
Low
44.63
Averages
49.75
High
51.83
About ENB
Enbridge Inc. is an energy transportation and distribution company. The Company's segments include Liquids Pipelines, Gas Transmission, Gas Distribution and Storage, and Renewable Power Generation. Liquids Pipelines consists of pipelines and terminals in Canada and United States that transport and export various grades of crude oil and other liquid hydrocarbons, including the Mainline System, Regional Oil Sands System, Gulf Coast and Mid-Continent, and Other. Gas Transmission consists of its investments in natural gas pipelines and gathering and processing facilities in Canada and United States, including United States Gas Transmission, Canadian Gas Transmission, United States Midstream, and Other. Gas Distribution and Storage consists of its rate-regulated natural gas utility operations in Canada and United States. Renewable Power Generation consists primarily of investments in wind and solar assets, as well as equity interests in geothermal power and power transmission assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Enbridge Reports Record Earnings and Cash Flow for 2025
- Record Financial Performance: Enbridge achieved CA$20 billion ($14.7 billion) in adjusted EBITDA for 2025, marking a 7% increase from the previous year, which underscores the company's consistent growth on a stable revenue foundation, enhancing investor confidence.
- Steady Cash Flow Growth: The company generated CA$12.5 billion ($9.2 billion) in distributable cash flow in 2025, a 4% increase from 2024, enabling Enbridge to raise its dividend by 3% for 2026, pushing its yield to 5.2%, thereby attracting long-term investors.
- Ongoing Expansion Projects: Enbridge deployed CA$5 billion ($3.7 billion) in organic growth capital projects over the past year and secured CA$14 billion ($10.3 billion) in new expansion projects, increasing its backlog to CA$39 billion ($28.6 billion), laying a solid foundation for future growth.
- Stable Dividend Policy: The company has raised its dividend for 31 consecutive years and has met its financial guidance for 20 straight years, demonstrating its low-risk business model and predictable growth potential, making it an attractive option for long-term investors.
See More
Enbridge Reports Record Earnings and Cash Flow for 2025
- Record Financial Performance: Enbridge achieved CA$20 billion ($14.7 billion) in adjusted EBITDA for 2025, reflecting a 7% increase from the previous year, which underscores the company's ability to grow on a stable revenue foundation and enhances investor confidence.
- Sustained Cash Flow Growth: The company generated CA$12.5 billion ($9.2 billion) in distributable cash flow in 2025, a 4% increase from 2024, allowing Enbridge to raise its dividend by 3% for 2026, pushing its yield to 5.2%, further attracting long-term investors.
- Steady Expansion Projects: Enbridge placed CA$5 billion ($3.7 billion) of organic growth capital projects into service last year and secured CA$14 billion ($10.3 billion) in new expansion projects, increasing its backlog to CA$39 billion ($28.6 billion), laying a solid foundation for future growth.
- Stable Dividend Policy: The company has increased its dividend for 31 consecutive years and achieved its financial guidance for 20 straight years, and with a strong financial profile and low-risk business model, Enbridge is expected to continue its stable dividend growth, making it a reliable income source for investors.
See More
Enbridge Declines to Assume Development Risk for New Oil Pipeline
- Risk Aversion: Enbridge CEO Gregory Ebel stated that the company will not take on the development risk for a proposed new oil pipeline from Alberta to Canada's West Coast, reflecting a protective stance towards investors and infrastructure firms amid long project timelines and shifting political landscapes.
- Historical Lessons: Ebel cited the canceled Northern Gateway pipeline, where Enbridge spent approximately C$600 million before the project was terminated, highlighting the risks associated with developing projects in jurisdictions that have historically posed challenges, indicating a more cautious approach moving forward.
- Market Strategy: Enbridge executives asserted that increased Venezuelan crude exports would not undermine their plans to transport more Alberta oil sands to Texas refineries, emphasizing the significance of Canadian crude in the U.S. Gulf Coast market.
- Supplementary Role: Ebel noted that Venezuelan crude serves as a supplement to Canadian heavies rather than a replacement, demonstrating the company's deep understanding of market demand and strategic positioning for future oil and gas supply chains.
See More
Enbridge Inc Reports Record Financial Results for 2025
- Record Financial Performance: Enbridge Inc achieved record EBITDA in 2025, increasing by $83 million compared to Q4 2024, demonstrating strong profitability and sustained growth potential, further solidifying its leadership position in the energy sector.
- Significant Capital Investment: The company sanctioned $14 billion in capital expenditures in 2025 and placed $5 billion of assets into service over the past year, enhancing its infrastructure capabilities and laying a solid foundation for future business expansion.
- Consistent Dividend Growth: Enbridge increased its dividend for the 31st consecutive year, reinforcing its status as a dividend aristocrat, which helps attract long-term investors and boosts market confidence.
- Optimistic Growth Outlook: The growth backlog increased by 35% since the last Investor Day, with 2026 EBITDA expected to range between $20.2 billion and $20.8 billion, indicating strong business growth potential and sustainable profitability.
See More
Enbridge and TC Energy Hit All-Time Highs Following Strong Q4 Earnings
- Enbridge Earnings Surge: Enbridge (ENB) reported a Q4 net profit of C$1.95 billion (approximately US$1.43 billion), a significant increase from C$493 million in the previous year, indicating a strong enhancement in profitability that is likely to drive stock prices higher.
- EBITDA Exceeds Expectations: The company's adjusted EBITDA reached C$5.21 billion, surpassing the market consensus of C$5.14 billion, reflecting robust performance in pipeline operations and bolstering investor confidence.
- Strong Project Backlog: Enbridge currently holds a project backlog worth approximately C$39 billion, with about C$8 billion expected to come online this year, providing substantial support for future revenue growth and solidifying its market position.
- TC Energy Dividend Increase: TC Energy (TRP) reported a Q4 net income of C$980 million, consistent with the previous year, while raising its quarterly dividend by 3.2%, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns, which enhances market confidence in its long-term growth prospects.
See More
Enbridge Reports Record 2025 Earnings, Reaffirms 2026 Guidance
- Record Earnings: Enbridge reported full-year earnings of $7.1 billion for 2025, translating to $3.23 per share, a significant increase from $5.1 billion or $2.34 per share in 2024, showcasing the company's strong performance across high-yield operations.
- Adjusted EBITDA Growth: The adjusted EBITDA for 2025 reached $20 billion, up 7% year-over-year, reflecting the company's ability to deliver predictable financial results amid macroeconomic uncertainties, despite tariffs and geopolitical tensions.
- Quarterly Profit Performance: In the fourth quarter, Enbridge reported a profit of $1.95 billion, or $0.89 per share, a substantial increase from $493 million and $0.23 per share in the same period last year, demonstrating the company's robust competitive position in the market.
- Dividend Increase: Enbridge raised its quarterly dividend by 3% to $0.97 per share, resulting in an annualized dividend of $3.88, which further enhances investor confidence and reflects the company's ongoing profitability.
See More
Enbridge Reports Record Earnings and Cash Flow for 2025
- Record Financial Performance: Enbridge achieved CA$20 billion ($14.7 billion) in adjusted EBITDA for 2025, marking a 7% increase from the previous year, which underscores the company's consistent growth on a stable revenue foundation, enhancing investor confidence.
- Steady Cash Flow Growth: The company generated CA$12.5 billion ($9.2 billion) in distributable cash flow in 2025, a 4% increase from 2024, enabling Enbridge to raise its dividend by 3% for 2026, pushing its yield to 5.2%, thereby attracting long-term investors.
- Ongoing Expansion Projects: Enbridge deployed CA$5 billion ($3.7 billion) in organic growth capital projects over the past year and secured CA$14 billion ($10.3 billion) in new expansion projects, increasing its backlog to CA$39 billion ($28.6 billion), laying a solid foundation for future growth.
- Stable Dividend Policy: The company has raised its dividend for 31 consecutive years and has met its financial guidance for 20 straight years, demonstrating its low-risk business model and predictable growth potential, making it an attractive option for long-term investors.
See More
Enbridge Reports Record Earnings and Cash Flow for 2025
- Record Financial Performance: Enbridge achieved CA$20 billion ($14.7 billion) in adjusted EBITDA for 2025, reflecting a 7% increase from the previous year, which underscores the company's ability to grow on a stable revenue foundation and enhances investor confidence.
- Sustained Cash Flow Growth: The company generated CA$12.5 billion ($9.2 billion) in distributable cash flow in 2025, a 4% increase from 2024, allowing Enbridge to raise its dividend by 3% for 2026, pushing its yield to 5.2%, further attracting long-term investors.
- Steady Expansion Projects: Enbridge placed CA$5 billion ($3.7 billion) of organic growth capital projects into service last year and secured CA$14 billion ($10.3 billion) in new expansion projects, increasing its backlog to CA$39 billion ($28.6 billion), laying a solid foundation for future growth.
- Stable Dividend Policy: The company has increased its dividend for 31 consecutive years and achieved its financial guidance for 20 straight years, and with a strong financial profile and low-risk business model, Enbridge is expected to continue its stable dividend growth, making it a reliable income source for investors.
See More
Enbridge Declines to Assume Development Risk for New Oil Pipeline
- Risk Aversion: Enbridge CEO Gregory Ebel stated that the company will not take on the development risk for a proposed new oil pipeline from Alberta to Canada's West Coast, reflecting a protective stance towards investors and infrastructure firms amid long project timelines and shifting political landscapes.
- Historical Lessons: Ebel cited the canceled Northern Gateway pipeline, where Enbridge spent approximately C$600 million before the project was terminated, highlighting the risks associated with developing projects in jurisdictions that have historically posed challenges, indicating a more cautious approach moving forward.
- Market Strategy: Enbridge executives asserted that increased Venezuelan crude exports would not undermine their plans to transport more Alberta oil sands to Texas refineries, emphasizing the significance of Canadian crude in the U.S. Gulf Coast market.
- Supplementary Role: Ebel noted that Venezuelan crude serves as a supplement to Canadian heavies rather than a replacement, demonstrating the company's deep understanding of market demand and strategic positioning for future oil and gas supply chains.
See More
Enbridge Inc Reports Record Financial Results for 2025
- Record Financial Performance: Enbridge Inc achieved record EBITDA in 2025, increasing by $83 million compared to Q4 2024, demonstrating strong profitability and sustained growth potential, further solidifying its leadership position in the energy sector.
- Significant Capital Investment: The company sanctioned $14 billion in capital expenditures in 2025 and placed $5 billion of assets into service over the past year, enhancing its infrastructure capabilities and laying a solid foundation for future business expansion.
- Consistent Dividend Growth: Enbridge increased its dividend for the 31st consecutive year, reinforcing its status as a dividend aristocrat, which helps attract long-term investors and boosts market confidence.
- Optimistic Growth Outlook: The growth backlog increased by 35% since the last Investor Day, with 2026 EBITDA expected to range between $20.2 billion and $20.8 billion, indicating strong business growth potential and sustainable profitability.
See More
Enbridge and TC Energy Hit All-Time Highs Following Strong Q4 Earnings
- Enbridge Earnings Surge: Enbridge (ENB) reported a Q4 net profit of C$1.95 billion (approximately US$1.43 billion), a significant increase from C$493 million in the previous year, indicating a strong enhancement in profitability that is likely to drive stock prices higher.
- EBITDA Exceeds Expectations: The company's adjusted EBITDA reached C$5.21 billion, surpassing the market consensus of C$5.14 billion, reflecting robust performance in pipeline operations and bolstering investor confidence.
- Strong Project Backlog: Enbridge currently holds a project backlog worth approximately C$39 billion, with about C$8 billion expected to come online this year, providing substantial support for future revenue growth and solidifying its market position.
- TC Energy Dividend Increase: TC Energy (TRP) reported a Q4 net income of C$980 million, consistent with the previous year, while raising its quarterly dividend by 3.2%, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns, which enhances market confidence in its long-term growth prospects.
See More
Enbridge Reports Record 2025 Earnings, Reaffirms 2026 Guidance
- Record Earnings: Enbridge reported full-year earnings of $7.1 billion for 2025, translating to $3.23 per share, a significant increase from $5.1 billion or $2.34 per share in 2024, showcasing the company's strong performance across high-yield operations.
- Adjusted EBITDA Growth: The adjusted EBITDA for 2025 reached $20 billion, up 7% year-over-year, reflecting the company's ability to deliver predictable financial results amid macroeconomic uncertainties, despite tariffs and geopolitical tensions.
- Quarterly Profit Performance: In the fourth quarter, Enbridge reported a profit of $1.95 billion, or $0.89 per share, a substantial increase from $493 million and $0.23 per share in the same period last year, demonstrating the company's robust competitive position in the market.
- Dividend Increase: Enbridge raised its quarterly dividend by 3% to $0.97 per share, resulting in an annualized dividend of $3.88, which further enhances investor confidence and reflects the company's ongoing profitability.
See More
