The Motley Fool
26 Sept 2026, 20:05 UTC · 2h ago
Verdict
Headline takes no side. We score ET +0.60 across three claims — strongly bullish.
+0.60strongly bullish
More positive than 76% of ticker scores this week
What the story claims
3 claims · scored −1 bearish … +1 bullish · 0 new · 3 priced in
MPLX expects dividend increases of 12.5% in 2026 and 2027.
Priced inanalysis of second-quarter report
So whatThis guidance suggests a total distribution growth of ~26.5% over the next two years, supporting a higher valuation multiple.
More positive than 93% of claims this week
Energy Transfer grew second-quarter distributable free cash flow by 32% year over year to $2.59 billion.
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Priced inanalysis of second-quarter report
So whatWith FCF per share at $0.79 and a current dividend of $0.34, the 43% distribution ratio leaves significant room for future hikes.
More positive than 79% of claims this week
Energy Transfer's distribution coverage is 1.8x compared to MPLX's 1.3x.
Priced inanalysis of second-quarter reports
So whatThe 0.5x gap in coverage makes ET more resilient to volume shocks in the next few quarters.
More positive than 53% of claims this week
Which stocks this story touches
More positive than 76% of ticker scores this week
The company reported significant FCF growth and has a safe payout ratio with strong infrastructure demand.
More positive than 70% of ticker scores this week
The company has a strong history of dividend increases and reported growth in net income and EBITDA.
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2h ago
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ET hasn't traded since this ran. Last close $20.19 (Sep 25); the reaction starts at the next open.
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