Energy Transfer Projects EBITDA Growth to $17.7 Billion in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 07 2026
0mins
Source: Fool
- Earnings Growth Outlook: Energy Transfer anticipates adjusted EBITDA will range from $17.3 billion to $17.7 billion in 2026, implying a growth rate of 7.5% to 9.9% this year, which will aid recovery from a 15% decline in unit price last year.
- Accelerated Investment: The company plans to increase growth capital spending to $5 billion to $5.5 billion in 2026, supporting the advancement of multiple expansion projects, including natural gas pipeline projects for data centers in Texas, thereby enhancing its market competitiveness.
- Project Advancements: New expansion projects such as the Nederland Flexport NGL expansion and phase one of the Hugh Brinson pipeline are expected to come online in 2026, driving overall revenue growth and strengthening the company's position in the midstream market.
- Dividend Growth Target: Energy Transfer continues to target annual distribution growth of 3% to 5%, and combined with its high-yield distribution strategy, is expected to provide substantial total return potential for investors.
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Analyst Views on ET
Wall Street analysts forecast ET stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ET is 20.65 USD with a low forecast of 17.00 USD and a high forecast of 23.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 18.240
Low
17.00
Averages
20.65
High
23.00
Current: 18.240
Low
17.00
Averages
20.65
High
23.00
About ET
Energy Transfer LP owns and operates a diversified portfolios of energy assets in the United States, with more than 140,000 miles of pipeline and associated energy infrastructure. The Company’s strategic network spans 44 states with assets in all of the major United States production basins. Its core operations include complementary natural gas midstream, intrastate and interstate transportation and storage assets; crude oil, natural gas liquids (NGL) and refined product transportation and terminalling assets; and NGL fractionation. The Company’s segments include intrastate transportation and storage, interstate transportation and storage, midstream, NGL and refined products transportation and services, crude oil transportation and services, investment in Sunoco LP, investment in USA Compression Partners, LP (USAC), and all other. It also owns Lake Charles LNG Company, LLC, its wholly owned subsidiary, which owns an LNG import terminal and regasification facility.
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.
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Energy Market Dynamics: Natural gas futures surged by 5.49% this week, with wholesale electricity prices in the PJM region reaching unprecedented levels, leading to heightened anxiety among consumers regarding utility bills and signaling market opportunities for investors.
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Energy Transfer Declares Quarterly Dividend Increase
- Quarterly Dividend Increase: Energy Transfer has declared a quarterly dividend of $0.3350 per share, reflecting a 0.8% increase from the previous $0.3325, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
- Attractive Yield: The forward yield of 7.47% not only provides investors with substantial cash returns but also has the potential to attract more income-seeking investors to the company's stock, enhancing its market appeal.
- Dividend Payment Schedule: The dividend is payable on February 19, with a record date of February 6 and an ex-dividend date also set for February 6, ensuring shareholders receive their earnings promptly and bolstering market interest in the stock.
- Bond Offering Support: Energy Transfer is also pricing a $3 billion bond offering, which not only supports the company's capital structure but also provides funding for future investments and dividend payments, reinforcing its financial stability.
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