EPD
Enterprise Products Partners L.P
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 37.40
Buy <=wait / entry
USD 32.67
Trim >=take some off
USD 38.00
Thesis breakTwo consecutive quarters of distributable cash flow coverage of the distribution...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 37% | 100 / 100 | 37.0 |
| Base case | 47% | 62 / 100 | 29.1 |
| Bear case | 16% | 10 / 100 | 1.6 |
| Weighted conviction | 68 / 100 - BUY | ||
Top risks
- Q2 2026 EPS beat of $0.84 vs $0.75 consensus with revenue of $18.27B
- Sector-wide full-year guidance raises following strong midstream 2Q26 results
- Forward dividend yield of 6.18% with ex-dividend date Jul 31 2026