Enterprise Products’ Q4 Revenue Beats by $1.43 B, Price Targets Raised to $38
Enterprise Products Partners posted FQ4 2025 revenue of $13.79 billion, down 2.9% year-over-year but $1.43 billion above consensus, and EPS of $0.75, beating estimates by $0.06. Following the earnings, Wells Fargo raised its price target to $38 and Scotiabank to $37, both maintaining Hold ratings.
1. FQ4 2025 Earnings Results
Enterprise Products reported revenue of $13.79 billion in fiscal Q4 2025, a 2.87% year-over-year decline yet $1.43 billion above consensus estimates. EPS of $0.75 outperformed forecasts by $0.06, driven by higher volumes across midstream operations.
2. Analyst Price Target Increases
After the earnings release, Wells Fargo boosted its price target from $36 to $38 and Scotiabank raised its target from $35 to $37, while both firms retained Hold ratings on the stock, reflecting confidence in valuation support at current levels.
3. Segment Performance and Outlook
Natural Gas and Petrochemical & Refined Products segments delivered strong volume growth, offset by margin pressure from lower oil prices. Management guidance now exceeds street expectations, though analysts highlight a gap between operational metrics and modeled financial outcomes.