RBC maintains Outperform on Enterprise Products stock, $37 target

Published 26/03/2025, 15:54
RBC maintains Outperform on Enterprise Products stock, $37 target

On Wednesday, RBC Capital Markets reiterated its Outperform rating on Enterprise Products Partners (NYSE:EPD) with a steadfast price target of $37.00. The firm’s analysis follows the release of the company’s fourth quarter 2024 results and the latest 10-K filing. With a substantial market capitalization of $73.5 billion and impressive revenue growth of 13.1% in the last twelve months, EPD continues to demonstrate its market strength. According to InvestingPro data, the company is trading near its 52-week high of $34.63, reflecting investor confidence in its growth trajectory. RBC’s commentary highlighted Enterprise Products Partners’ strong positioning for growth, backed by a robust portfolio of growth projects and additional opportunities.

The analyst from RBC Capital Markets emphasized the company’s ability to generate steady cash flow and maintain a solid balance sheet, which they believe provides the necessary financial flexibility to support planned expenditure on growth and to explore further opportunities. This financial strength is evident in EPD’s impressive dividend track record - InvestingPro analysis shows the company has raised its dividend for 27 consecutive years, currently offering a substantial 6.39% yield. This financial strength is expected to yield long-term incremental returns for unitholders, potentially through distribution increases or share buybacks. Discover more insights about EPD’s financial health and growth potential with InvestingPro’s comprehensive research report, part of its coverage of over 1,400 US stocks.

Enterprise Products Partners, a leading North American provider of midstream energy services, reported its fourth-quarter 2024 results recently. The company’s performance is closely watched by investors, as it is considered a bellwether for the midstream sector, given its extensive network of assets that include pipelines, storage facilities, and processing plants.

The RBC Capital Markets analyst’s confidence in Enterprise Products Partners is based on the company’s current growth project backlog and the potential for additional incremental growth opportunities. These factors are seen as key drivers for the company’s future performance and its ability to deliver value to unitholders.

Enterprise Products Partners’ commitment to growth is further underscored by its recent financial disclosures, which show a company with the resources to fund its strategic plans and reward its investors. The firm’s Outperform rating is a signal to investors that RBC Capital Markets sees the company’s stock as likely to perform better than the broader market or its sector in the near to mid-term.

In summary, RBC Capital Markets has expressed a positive outlook on Enterprise Products Partners, maintaining its Outperform rating and a price target of $37.00. The firm’s assessment points to the company’s financial health, growth project pipeline, and potential for additional opportunities as key factors in its favorable view of the stock’s prospects.

In other recent news, Enterprise Products Partners reported fourth-quarter earnings that exceeded analyst expectations, with net income reaching $1.63 billion, or $0.74 per common unit, surpassing the anticipated $0.71 per unit. However, the company’s revenue of $14.2 billion fell slightly short of the $14.24 billion consensus estimate. Despite this, the company achieved record volumes in several business segments, including natural gas processing and NGL pipeline volumes. Citi analysts have increased their price target for Enterprise Products to $37, citing strong fourth-quarter performance and a positive outlook for 2025, with an anticipated EBITDA of approximately $10.4 billion. UBS analyst Brian Reynolds maintained a Buy rating with a $40 target, adjusting the first-quarter 2025 EBITDA forecast to $2,589 million due to mechanical issues and increased Waha prices. Both analysts express confidence in the company’s strategic growth projects and financial trajectory. The company has about $7.6 billion in major growth capital projects under construction, expected to come online over the next three years. These developments reflect Enterprise Products’ robust operational performance and strategic planning.

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