Energy Transfer Ownership
| ET Stock | USD 15.98 0.02 0.13% |
Shares in Circulation | First Issued 2004-12-31 | Previous Quarter 3.2 B | Current Value 3.3 B | Avarage Shares Outstanding 1.5 B | Quarterly Volatility 881.9 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Energy |
Energy Stock Ownership Analysis
About 34.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.42. Some equities with similar Price to Book (P/B) outperform the market in the long run. Energy Transfer LP has Price/Earnings To Growth (PEG) ratio of 0.58. The entity last dividend was issued on the 10th of May 2024. The firm had 2:1 split on the 27th of July 2015. The company owns and operates approximately 11,600 miles of natural gas transportation pipeline, and three natural gas storage facilities in Texas and two natural gas storage facilities located in the state of Texas and Oklahoma and 19,830 miles of interstate natural gas pipeline. The company was founded in 1996 and is headquartered in Dallas, Texas. Energy Transfer operates under Oil Gas Midstream classification in the United States and is traded on New York Stock Exchange. It employs 12558 people. To learn more about Energy Transfer LP call Romolo Magarelli at 214 981 0700 or check out https://energytransfer.com.Besides selling stocks to institutional investors, Energy Transfer also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Energy Transfer's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Energy Transfer's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Energy Transfer Quarterly Liabilities And Stockholders Equity |
|
Energy Transfer Insider Trades History
About 10.0% of Energy Transfer LP are currently held by insiders. Unlike Energy Transfer's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Energy Transfer's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Energy Transfer's insider trades
Energy Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Energy Transfer is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Energy Transfer LP backward and forwards among themselves. Energy Transfer's institutional investor refers to the entity that pools money to purchase Energy Transfer's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Energy Income Partners, Llc | 2023-12-31 | 24.3 M | Fmr Inc | 2023-12-31 | 23.5 M | First Reserve Gp Xiii Ltd | 2023-12-31 | 23.3 M | Kayne Anderson Capital Advisors Lp | 2023-12-31 | 22.7 M | Pamet Capital Management, Lp | 2023-12-31 | 17.8 M | Neuberger Berman Group Llc | 2023-12-31 | 17.1 M | Westwood Holdings Group Inc | 2023-12-31 | 16.8 M | Chickasaw Capital Management, Llc | 2023-12-31 | 15.2 M | Natixis Sa | 2023-12-31 | 15 M | Goldman Sachs Group Inc | 2023-12-31 | 163.1 M | Blackstone Inc | 2023-12-31 | 149.4 M |
Energy Transfer LP Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Energy Transfer insiders, such as employees or executives, is commonly permitted as long as it does not rely on Energy Transfer's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Energy Transfer insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Marshall McCrea over three weeks ago Acquisition by Marshall McCrea of 50000 shares of Energy Transfer at 13.19 subject to Rule 16b-3 | ||
Brad Whitehurst over three months ago Payment of 60614 shares by Brad Whitehurst of Energy Transfer subject to Rule 16b-3 | ||
Brad Whitehurst over three months ago Purchase by Brad Whitehurst of 10000 shares of Energy Transfer | ||
Wright James M over a year ago Acquisition by Wright James M of 131250 shares of Energy Transfer subject to Rule 16b-3 |
Energy Transfer Outstanding Bonds
Energy Transfer issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Energy Transfer LP uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Energy bonds can be classified according to their maturity, which is the date when Energy Transfer LP has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US29273VAF76 Corp BondUS29273VAF76 | View | |
| US29273VAH33 Corp BondUS29273VAH33 | View | |
| ET 555 15 FEB 28 Corp BondUS29273VAP58 | View | |
| ET 575 15 FEB 33 Corp BondUS29273VAQ32 | View | |
| ET 675 Corp BondUS29273VAL45 | View | |
| Energy Transfer 7125 Corp BondUS29273VAM28 | View | |
| US29273VAN01 Corp BondUS29273VAN01 | View |
Energy Transfer Corporate Filings
8K | 24th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 1st of March 2024 Other Reports | ViewVerify | |
F4 | 29th of February 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 16th of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Pair Trading with Energy Transfer
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Energy Transfer position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Energy Transfer will appreciate offsetting losses from the drop in the long position's value.Moving together with Energy Stock
| 0.96 | AM | Antero Midstream Partners Sell-off Trend | PairCorr |
Moving against Energy Stock
| 0.78 | TK | Teekay | PairCorr |
| 0.74 | EURN | Euronav NV Financial Report 9th of May 2024 | PairCorr |
| 0.58 | CQP | Cheniere Energy Partners Earnings Call Today | PairCorr |
| 0.52 | FLNG | FLEX LNG Financial Report 21st of May 2024 | PairCorr |
The ability to find closely correlated positions to Energy Transfer could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Energy Transfer when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Energy Transfer - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Energy Transfer LP to buy it.
The correlation of Energy Transfer is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Energy Transfer moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Energy Transfer LP moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Energy Transfer can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Energy Transfer LP. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Complementary Tools for Energy Stock analysis
When running Energy Transfer's price analysis, check to measure Energy Transfer's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Energy Transfer is operating at the current time. Most of Energy Transfer's value examination focuses on studying past and present price action to predict the probability of Energy Transfer's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Energy Transfer's price. Additionally, you may evaluate how the addition of Energy Transfer to your portfolios can decrease your overall portfolio volatility.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |
Is Energy Transfer's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Energy Transfer. If investors know Energy will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Energy Transfer listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.081 | Dividend Share 1.245 | Earnings Share 1.09 | Revenue Per Share 24.856 | Quarterly Revenue Growth 0.002 |
The market value of Energy Transfer LP is measured differently than its book value, which is the value of Energy that is recorded on the company's balance sheet. Investors also form their own opinion of Energy Transfer's value that differs from its market value or its book value, called intrinsic value, which is Energy Transfer's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Energy Transfer's market value can be influenced by many factors that don't directly affect Energy Transfer's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Energy Transfer's value and its price as these two are different measures arrived at by different means. Investors typically determine if Energy Transfer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Energy Transfer's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.