Alerian MLP

Enterprise Products Partners Report: Strait of Hormuz Closure Could Cut Daily Supply by 10M+ Barrels, WTI Expectations Diverge

Plains All American Pipeline 12-Month Price Target Raised to $23.18

FactSet Survey: 9 Analysts Lower Plains All American Pipeline 2026 EPS Median Estimate

Goldman Sachs analyst maintains hold rating on Energy Transfer

Western Midstream Partners Projects EBITDA to Reach Upper End in 2026

Keyera Corp. Completes $5.3 Billion Acquisition of Plains Canadian NGL Business

FactSet analysts 上调 Energy Transfer LP - Unit 目标价

FactSet Raises Plains All American Pipeline LP's 2026 EPS Forecast to $1.61

Plains All American Pipeline released FY2026 Q1 earnings on May 8 (EST), actual revenue USD 12.47 B (forecast USD 12.02 B), actual EPS USD 0.2152 (forecast USD 0.4887)

Cheniere Initiates Maintenance at Corpus Christi LNG Export Plant

Plains All American Pipeline Reports Q1 Earnings: Revenue Surpassed Expectations, EPS Fell Short

Cheniere Energy Partners LP released FY2026 Q1 earnings on May 7 (EST), actual revenue USD 3.6 B (forecast USD 2.974 B), actual EPS USD 0.19 (forecast USD 1.1395)

Genesis Energy L.P. released FY2026 Q1 earnings on May 7 (EST), actual revenue USD 446.56 M (forecast USD 152 M), actual EPS USD -0.0553 (forecast USD 0.16)

Enterprise Products Partners Reports 6.4% Q1 Net Income Growth and Declares Quarterly Cash Distribution

Cheniere CEO Says LNG Expansion Project Exceeded Expectations

Western Midstream Partners LP released FY2026 Q1 earnings on May 6 (EST), actual revenue USD 1.124 B (forecast USD 1.022 B), actual EPS USD 0.85 (forecast USD 0.7166)

Western Midstream Partners to Acquire Brazos Delaware II for $1.6 Billion

MPLX LP released FY2026 Q1 earnings on May 5 (EST), actual revenue USD 3.038 B (forecast USD 3.093 B), actual EPS USD 0.8985 (forecast USD 1.0504)

Sunoco LP released FY2026 Q1 earnings on May 5 (EST), actual revenue USD 10.69 B (forecast USD 10.19 B), actual EPS USD 2.85 (forecast USD 1.7207)

Energy Transfer LP released FY2026 Q1 earnings on May 5 (EST), actual revenue USD 27.77 B (forecast USD 27.3 B), actual EPS USD 0.347 (forecast USD 0.3788)

Micware

Silexion Therapeutics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

GCL Global

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Jupiter Neurosciences

Linkage Global

Capstone

HCW Biologics

Plains All American Pipeline, L.P. stock's 12-month price target has been raised to $23.18 from $23.06, based on estimates from 17 analysts. The consensus rating is now 'Hold' with 8 Buys, 8 Holds, and 4 Sells.

TradingView

Plains All American Pipeline

Plains All American Pipeline, L.P. Stock 12‑Month Price Target Raised to $23.18

Analyst Sam Burwell from Jefferies has reiterated a Buy rating on Keyera Corp. with a C$65 price target, citing confidence in the PAA deal approval despite regulatory challenges. He expects a 7-8% EBITDA CAGR through 2029, anticipating a favorable ruling from the Competition Tribunal. Burwell's analysis suggests that the market will assign a higher valuation over time, supporting his recommendation.

Tip Ranks

iShares US Energy

Jefferies Financial

Analyst Reiterates Buy Rating and Sets C$65 Price Target on Confidence in PAA Deal Approval and 7–8% EBITDA CAGR Outlook

CFRA maintains a Hold opinion on Plains All America (PAA) units, setting a 12-month target of $25. This target is based on a relative valuation and DCF model, estimating a value of $22 per unit from EBITDA and $28 per unit from DCF. PAA's earnings per unit estimates for 2026 and 2027 have been raised. The company has completed the sale of its Canadian NGL assets to Keyera Corp. for CAD5.3 billion, despite potential legal challenges from the Canadian Competition Bureau.

Fidelity

Research Alert: CFRA Keeps Hold Opinion On Lp Units Of Plains All America

XOMX

AMLP

MLPA

CRAK

MLPX

Integrated Investment Consultants LLC increased its holdings in ExxonMobil Corporation by 88.3% in Q4, acquiring 9,324 shares, bringing its total to 19,881 shares valued at $2,392,000. Other hedge funds also adjusted their positions in ExxonMobil. Analysts have mixed ratings on the stock, with an average target price of $163.95. Positive developments include favorable oil prices and resumed drilling in Guyana, while concerns over governance issues related to the company's incorporation move persist.

- Integrated Investment Consultants LLC increased its ExxonMobil holdings by 88.3% in Q4, owning 19,881 shares valued at $2,392,000.  
- Several other hedge funds also raised their positions in ExxonMobil, with others showing positive sentiment toward the company's exploration and production due to high oil prices.  
- Analysts have mixed views, with a range of price targets and ratings reflecting varying expectations for ExxonMobil's performance amidst market fluctuations.

Market Beat

Exxon Mobil

Direxion Daily XOM Bull 2X Shares

SPDR O&G Ex & Prd

SPDR Energy Select

VG Energy

Global X MLP

ISHRS S&P Glb Engy

VanEck Oil Refiners ETF

GLOBAL X MLP & Energy Infra

iShares US Oil & Gas Expl & Prod

GAMCO Investors, Inc.

Piper Sandler Cos

Bank of America

Citigroup

Chevron

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Integrated Investment Consultants LLC Acquires 9,324 Shares of ExxonMobil Corporation $XOM

PAGP

Plains GP Holdings, L.P. stock's 12-month price target has been raised to $23.54, indicating a potential downside of 5%. The average target increased from $23.38, with estimates ranging from $18 to $26. The consensus rating is now 'Hold' from 14 analysts, comprising 6 Buys, 5 Holds, and 3 Sells.

Plains GP Holdings LP 

iShares US Oil Equip & Svcs

SPDR O&G Equip

VanEck Oil Services ETF

Factset Research

Plains GP Holdings, L.P. Stock 12‑Month Price Target Raised to $23.54, Implies 5% Downside

Phillips 66 (PSX) announced plans for a major midstream capacity expansion, including the Zeus Gas Plant and a new Coastal Bend fractionator to enhance Permian gas processing. The projects, part of a $2.0-$2.5 billion capital spending program, aim to support rising output and improve flow efficiency. Shares rose 0.88% to $176.47 in premarket trading. The company expects to reduce debt to $17 billion by 2027 and return over 50% of operating cash flow to shareholders.

benzinga_article

Phillips 66

Morgan Stanley

Bank of Nova Scottia

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Phillips 66 Plans Major Midstream Capacity Expansion

High Note Wealth LLC increased its holdings in ExxonMobil Corporation (NYSE:XOM) by 6,350.5% in Q4, owning 12,127 shares valued at $1.46 million. Other institutional investors also adjusted their positions. ExxonMobil's stock opened at $157.72, with a market cap of $653.72 billion. The company reported $1.16 EPS, exceeding estimates, and announced a quarterly dividend of $1.03 per share.

- High Note Wealth LLC significantly increased its stake in ExxonMobil by 6,350.5% in the fourth quarter, holding 12,127 shares valued at $1,459,000.  
- Other institutional investors also adjusted their positions, with notable stake acquisitions, while 61.80% of the shares are owned by hedge funds and institutions.  
- ExxonMobil's latest earnings topped expectations, with a quarterly EPS of $1.16 and a revenue of $83.16 billion, alongside a declared dividend of $1.03 per share.

AllianceBernstein

High Note Wealth LLC Raises Stock Holdings in ExxonMobil Corporation $XOM

Energy Transfer LP (NYSE: ET) has released its 2025 Schedule K-3s, available online for unitholders who require international tax information. The documents can be accessed on the company's website, energytransfer.com, under the investor relations section. Foreign unitholders, those claiming a foreign tax credit, and certain corporate/partnership unitholders may need this information for their tax returns. The availability of these Schedule K-3s is crucial for a limited number of unitholders, ensuring they have access to important international tax data.

Unusual Whales

Energy Transfer LP

ENERGY TRANSFER LP SER I FXD RT PER PFD UNITS

Energy Transfer Schedule K-3s for 2025 Now Available

Veteran wealth manager Ted Oakley warns that investors are underexposed to the energy sector, which he believes is currently outperforming tech. He emphasizes the importance of a diversified energy investment strategy, citing companies like Antero, Exxon, and Chevron. Oakley predicts a significant rise in oil prices due to ongoing geopolitical tensions and suggests that a high allocation to energy is crucial for investors to capitalize on upcoming opportunities.

- Ted Oakley, founder of Oxbow Advisors, emphasizes the need for investors to increase their allocations to energy stocks, which he believes are undervalued compared to their potential returns.  
- He argues that the ongoing geopolitical tensions, particularly concerning Iran, will lead to higher oil prices in the coming months.  
- Oxbow's diversified investments include stocks in oil and natural gas producers, midstream pipelines, and drillers, positioning them favorably for future market shifts.

Dow Jones

Occidental Petroleum

Antero Resources

Us Brent Oil

Direxion Daily Energy Bull 2X

Pro Ultr Bloomberg Crude Oil

United States Oil Fund LP

NVIDIA

Matador Resources

Enterprise Products Partner

MPLX LP

Transocean

Noble

Lowes

Target

OpenAI

NVIDIA Corporation

NOBLE CORPORATION PLC C/WTS 04/02/2028 (TO PUR COM) 1

NOBLE CORPORATION PLC C/WTS 04/02/2028 ( TO PUR ORD) 2

NOBLE CORPORATION PLC

'Even better than tech.' A scramble into this sector is coming, warns veteran wealth manager.

EMLP

TPYP

NorthWestern's Q1 earnings call highlighted a cautiously optimistic outlook, with adjusted EPS rising 7.4% year-over-year to $1.31. Shareholder support for the Black Hills merger was overwhelming at 99.7%. The company anticipates no common equity issuance in 2026 but may need it in 2027. Challenges include higher operating costs, a warm winter impacting demand, and regulatory uncertainties. The board declared a quarterly dividend of $0.67, targeting an 8%-10% total return through growth and dividends.

Alerian MLP(AMLP.US)