Track market-moving stories before they get noisy

SummaryA rare bipartisan warning from top U.S. officials could signal a massive catalyst for overlooked high-yield dividend stocks as America races to catch China.Their concerns highlight how AI's biggest bottleneck provides a huge investment opportunity.I reveal some of my top picks to capitalize on this opportunity as well as some of the risks to keep in mind.Looking for a portfolio of ideas like this one? Members of High Yield Investor get exclusive access to our subscriber-only portfolios. Learn More » Jeremy Poland/iStock via Getty Images

Recently, several former U.S. government officials from the Trump, Biden, and Obama administrations, including names like Mike Pompeo, Janet Yellen, and Jake Sullivan, argued that the United States is developing new energy infrastructure at

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of EPD, ET either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Enbridge (ENB +1.63%) is a high-yield dividend stock with a long track record of dividend growth. For 31 consecutive years, the Canada-based energy pipeline company has raised its quarterly cash dividend.

Although currency fluctuations impact Enbridge's dividend in U.S. dollar terms, it could serve as a steady cash flow generator for dividend-focused investors. Not only that, but there is much to suggest that the stock will continue to increase its payout over time, perhaps at even higher levels than in the recent past.

Image source: Getty Images.

How much Enbridge stock do you need to own to generate $1,000 per year? Based on Enbridge's current dividend and the current value of the Canadian dollar, this stock pays quarterly dividends totaling around $2.79 per share each year. This gives it a forward dividend yield of around 5.8%. To generate $1,000 per year in annual dividend income, you would need to purchase 359 of Enbridge's U.S.-listed shares.

$47.89+$0.77 (+1.63%)

NYSE · As of 4:00 PM ET 10/20/26

This position, worth around $17,268, would generate annual dividend income of $1,001.61. In terms of dividend sustainability, Enbridge is guiding for distributable cash flow (DCF) of between CA$5.70 and CA$6.10 per share, or between $4.04 and $4.31 per share in U.S. dollar terms. In other words, Enbridge is paying out around 65% to 70% of its DCF as dividends, a sustainable level for a midstream energy stock.

The path to faster dividend growth In Canadian dollar terms, Enbridge has increased its dividend by around 3.3% annually over the past five years. However, Enbridge's dividend growth could rise going forward. Management anticipates growth in earnings before interest, taxes, depreciation, and amortization (EBITDA), DCF, and earnings per share (EPS) exceeding 5% annually beyond 2026. Chalk this up to factors such as increased demand for gas transmission assets driven by the ongoing data center boom.

If this growth surge pans out, Enbridge could go from increasing its dividends by 3% annually to amounts that top 5% annually. The stock, which has gained just 9.4% in 10 years, could deliver much stronger price performance over the next decade.

In the latest close session, Enbridge (ENB - Free Report) was down 2.04% at $47.12. The stock's change was less than the S&P 500's daily gain of 0.41%. On the other hand, the Dow registered a loss of 0.07%, and the technology-centric Nasdaq increased by 1.11%.

Coming into today, shares of the oil and natural gas transportation and power transmission company had lost 1.29% in the past month. In that same time, the Oils-Energy sector gained 4.85%, while the S&P 500 gained 1.46%.

Investors will be eagerly watching for the performance of Enbridge in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on November 6, 2026. The company is expected to report EPS of $0.38, up 15.15% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $10.32 billion, indicating a 2.88% decline compared to the corresponding quarter of the prior year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $2.1 per share and a revenue of $57.41 billion, representing changes of -2.78% and +23.22%, respectively, from the prior year.

Investors should also note any recent changes to analyst estimates for Enbridge. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.93% lower. As of now, Enbridge holds a Zacks Rank of #3 (Hold).

In terms of valuation, Enbridge is currently trading at a Forward P/E ratio of 22.92. Its industry sports an average Forward P/E of 18.77, so one might conclude that Enbridge is trading at a premium comparatively.

Meanwhile, ENB's PEG ratio is currently 5.73. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As the market closed yesterday, the Oil and Gas - Production and Pipelines industry was having an average PEG ratio of 1.92.

The Oil and Gas - Production and Pipelines industry is part of the Oils-Energy sector. This industry, currently bearing a Zacks Industry Rank of 40, finds itself in the top 17% echelons of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

Investors with an interest in Oil and Gas - Production and Pipelines stocks have likely encountered both Ultrapar Participacoes S.A. (UGP - Free Report) and Enbridge (ENB - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.

We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

Right now, Ultrapar Participacoes S.A. is sporting a Zacks Rank of #2 (Buy), while Enbridge has a Zacks Rank of #3 (Hold). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that UGP is likely seeing its earnings outlook improve to a greater extent. However, value investors will care about much more than just this.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.

UGP currently has a forward P/E ratio of 9.33, while ENB has a forward P/E of 22.51. We also note that UGP has a PEG ratio of 0.44. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. ENB currently has a PEG ratio of 5.63.

Another notable valuation metric for UGP is its P/B ratio of 2.19. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, ENB has a P/B of 2.34.

These metrics, and several others, help UGP earn a Value grade of A, while ENB has been given a Value grade of C.

UGP is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that UGP is likely the superior value option right now.

Enbridge (ENB - Free Report) ended the recent trading session at $47.46, demonstrating a +1.09% change from the preceding day's closing price. This move outpaced the S&P 500's daily loss of 0.02%. Elsewhere, the Dow saw a downswing of 0.35%, while the tech-heavy Nasdaq depreciated by 0.15%.

Prior to today's trading, shares of the oil and natural gas transportation and power transmission company had lost 2.51% lagged the Oils-Energy sector's gain of 3.04% and the S&P 500's gain of 2.05%.

The investment community will be closely monitoring the performance of Enbridge in its forthcoming earnings report. The company is scheduled to release its earnings on November 6, 2026. The company is forecasted to report an EPS of $0.38, showcasing a 15.15% upward movement from the corresponding quarter of the prior year. Alongside, our most recent consensus estimate is anticipating revenue of $10.5 billion, indicating a 1.27% downward movement from the same quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $2.11 per share and a revenue of $57.79 billion, indicating changes of -2.31% and +24.03%, respectively, from the former year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Enbridge. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.38% lower. At present, Enbridge boasts a Zacks Rank of #3 (Hold).

Looking at its valuation, Enbridge is holding a Forward P/E ratio of 22.27. This represents a premium compared to its industry average Forward P/E of 18.46.

Investors should also note that ENB has a PEG ratio of 5.57 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As of the close of trade yesterday, the Oil and Gas - Production and Pipelines industry held an average PEG ratio of 1.91.

The Oil and Gas - Production and Pipelines industry is part of the Oils-Energy sector. This industry currently has a Zacks Industry Rank of 28, which puts it in the top 12% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of ENB, OKE, MPLX, ET, EPD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Energy has a reputation for boom and bust, yet a handful of large-cap names have quietly handed investors raises for decades straight while crude prices swung wildly. These four companies reveal how the sector's biggest cash generators turn commodity chaos…

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Energy has a reputation for boom and bust, yet the sector’s largest companies have turned volatile commodities into some of the market’s most reliable income. Exxon Mobil (NYSE:XOM | XOM Price Prediction) alone has grown its annual dividend per share for 43 consecutive years. The four large caps below split into two integrated oil majors and two midstream toll-road operators. Each pairs a well-covered payout with strong cash generation, making them natural candidates for a long-term income portfolio.

Exxon Mobil: 43 Years of Raises Backed by a Fortress Balance Sheet At a recent price of $163.83, Exxon’s annualized forward dividend of $4.12 per share works out to a 2.51% yield. The quarterly payout is $1.03, up from $0.99 after a 4% raise late last year.

Dividend safety: Coverage is excellent. Exxon produced $26.13 billion of free cash flow last year. In the second quarter alone, it generated more than $17 billion of free cash flow, returned more than $9 billion through dividends and buybacks, and still cut net debt by more than $7 billion. Debt-to-equity is just 0.168, net debt to EBITDA is 0.55x, and interest coverage is 56.3x. For income investors, that means the dividend draws on a small piece of cash flow, with plenty left over for growth.

Bull case: Guyana is moving from an investment phase into a harvest phase. Exxon has “fully recovered the $55 billion of investment” there, and its CFO called the shift “very much an inflection into free cash flow”. Management expects Guyana’s free cash flow to double by the end of the decade compared with last year. Add $16.3 billion of cumulative structural cost savings since 2019 and a $20 billion buyback program for this year, and dividend growth has plenty of support.

Risk: Earnings still move with crude prices and geopolitics. The Middle East conflict caused the “temporary loss of approximately 10% of our upstream production” in the second quarter.

Chevron: Hess Cash Flow Is Funding Bigger Dividend Checks Chevron (NYSE:CVX) yields 3.45% at a recent price of $206.18, based on an annualized forward dividend of $7.12. The quarterly payout rose to $1.78 from $1.71. It has climbed steadily from $1.19 per quarter in 2019, and the payment record goes back to 1999.

Dividend safety: Second-quarter free cash flow hit $18.10 billion, up 272% from a year earlier, and adjusted free cash flow came in at $15.4 billion. Chevron also paid down more than $8 billion of debt in the quarter, bringing net debt to 0.6 times operating cash flow. Debt-to-equity is 0.251, and interest coverage is 13.7x. The company has now returned over $5 billion to shareholders for 16 straight quarters.

For the bull case: the Hess deal is paying for itself. Synergies reached $1.5 billion, or 50% more than initially targeted, and management said: “The Hess assets are generating strong free cash flow, which has been roughly double the incremental dividends.” Chevron also finished $3 billion of structural cost cuts six months early. It signed a 20-year take-or-pay power agreement to supply AI data centers, which adds contracted cash flow that does not depend on oil prices. Adjusted free cash flow growth is targeted to average greater than 10% per year, using flat commodity prices below today’s levels.

Risk: Higher depreciation from the Hess assets will weigh on reported earnings, even while cash flow stays strong.

Enbridge: 31 Straight Raises From a Utility-Like Pipeline Giant Enbridge (NYSE: ENB) brings the yield up a level. Its annualized forward distribution of $2.784 in U.S. dollars, against a recent price of $46.11, yields 6.04%. That makes it an ultra-high-yield bar. The quarterly dividend is declared at C$0.9700 per share.

Dividend safety: Enbridge has raised its dividend for 31 consecutive years. Its fee-based pipelines and utilities produced $2.95 billion of distributable cash flow in the second quarter. Management confirmed full-year guidance for distributable cash flow per share of C$5.70 to C$6.10. The Mainline averaged 3.1 million barrels per day during the quarter, so cash flow depends on volume and contracts more than on commodity prices. Debt to EBITDA of 5.1 times sits slightly above the 4.5 to 5 times target range. Management said leverage would be within that range after adjusting for currency moves.

Bull case: A $41 billion secured backlog supports about 5% annual growth in EBITDA and distributable cash flow after this year. Projects include the $4 billion Sunrise expansion and LNG-linked gas pipelines. Enbridge has returned $38 billion to shareholders over the past five years and expects to return between $40 billion and $45 billion over the next five. The shares fell 8.63% over the past month, including a drop on Friday that trailed the broader market, so new buyers get a higher starting yield.

Risk: Currency affects the check you receive. Because the dividend is declared in Canadian dollars, recent U.S.-dollar payments have changed from 0.712 to 0.707 to 0.696, even though the declared amount stayed the same.

Enterprise Products Partners: 1.9x Coverage on a 6% Yield Enterprise Products Partners (NYSE:EPD) yields 6.10% at a recent price of $36.74, based on an annualized distribution of $2.24. The latest quarterly payout of $0.56 per unit is up 2.8% from a year earlier.

Dividend safety: Of the four names here, this one has the largest margin. Second-quarter operational distributable cash flow of $2.3 billion covered the cash distribution 1.9x. Over the past 12 months, the payout ratio on adjusted cash flow from operations was just 56%. Leverage fell to the partnership’s 3.0 target on a net basis, and about 97% of its debt carries a fixed rate. The partnership’s streak of annual distribution increases runs 27+ years, through several oil crashes.

Bull case: Adjusted EBITDA reached a record $2.83 billion, up 17%, as pipeline volumes rose to a record 14.7 MMBPD. With $6.5 billion of organic projects under construction and about 90% of its LPG export capacity contracted, management sees EBITDA growth in the 10% area from 2025 into 2027. At a forward P/E of 12x, investors pay a modest price for that growth.

Risk: As a master limited partnership, Enterprise mails unitholders a K-1 tax form instead of a 1099. That makes tax filing more complicated, and the units can be a poor fit for some retirement accounts.

Four Energy Payers Built for Decades of Income Exxon and Chevron offer smaller yields, but their dividends come with strong balance sheets, rapidly growing free cash flow, and long records of raises. Enbridge and Enterprise yield more than 6%, and their payouts rest on fee-based pipelines, multi-decade growth streaks, and visible project backlogs. Together, they cover both sides of the energy income trade: dividend growth from the oil majors and high current yield from the toll roads.

Contact [email protected] for any questions or corrections.

SummaryEnbridge is executing $3.2B in accretive crude acquisitions while maintaining its 4.5x-5.0x debt/EBITDA target.ENB leverages joint ventures and hybrid issuances to recycle capital and de-risk its portfolio amid high-interest rates.ENB forecasts mid-single-digit DCF/share growth and a 6%+ dividend yield, targeting double-digit total shareholder returns.Renewable investments and diversified infrastructure position ENB for resilient, long-term, fee-based cash flow despite elevated debt and rate risks.The Retirement Forum members get exclusive access to our real-world portfolio. See all our investments here »38.2K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ENB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

New cars have been uncomfortably expensive for a while now. Thanks to now-higher interest rates, however, payments on new automobiles have reached wildly high levels. Credit bureau Experian reports that the average payment on a new car stands at a shocking $765 per month.

For most households, buying a vehicle now means some pretty creative money management.

Here's an idea: Although it's certainly not what most people intended for their investment portfolios, why not use higher-yielding dividend stocks to help cover at least some of the cost of financing a new car?

Image source: Getty Images.

Oil and gas pipeline operator Enbridge (ENB -0.96%) is a prime candidate. Its trailing dividend yield stands at 6%, based on a quarterly payment of $0.97 per share, or $3.88 per year. If you wanted to cover the entire monthly payment of $765 for a new car, you'd need nearly 2,366 shares of ENB, which would yield the $9,180 you'd need on a yearly basis to cover this cost. At today's prices, that's just over $109,000 worth of Enbridge stock.

Again, this isn't something that most investors were anticipating they might need to even consider doing just a few years ago. Desperate times call for creative thinking, though. At least with this scenario, you have the benefit of owning a stock that's now raised its annual dividend payout for 31 consecutive years.

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The one idea that might not help as much as it has in the past? That's buying a used car. While they are cheaper, they're not leaps and bounds cheaper anymore. Experian's numbers say the monthly payment on the typical used car stands at $542. You'd still need 1,676 shares of Enbridge to cover these payments, which is nearly $77,500 worth of the stock at its price right now.

This arguably isn't the best all-around idea for actually funding the purchase of a new automobile, particularly if this money is earmarked for retirement.

James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Enbridge. The Motley Fool recommends Experian Plc. The Motley Fool has a disclosure policy.

Energy stocks have surged dramatically in 2026, but a potential oil price reversal could punish investors who stayed too long at the party. Five under-the-radar midstream MLPs offer a way to keep energy exposure without betting everything on crude staying…

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Oil markets have roared up and down in 2026, depending on the status of not only the war with Iran, but also the ongoing fighting between Russia and Ukraine. The reality is that it is quite likely that Iran is desperate to strike or come to some deal with the United States, as the Iranian economy is close to collapsing, according to many sources. Energy is the top-performing sector in 2026, and the State Street Energy Select Sector SPDR (NYSE:XLE) is up a stunning 38.60%, or 42% with dividends reinvested. If oil prices start to drop, some of the top dividend-paying energy stocks could struggle after a massive run this year. High-yielding midstream master limited partnerships (MLPs) could be the answer.

Midstream energy stocks are companies that process, transport, and store crude oil, natural gas, and natural gas liquids. These companies operate in the “midstream” sector, which falls between the upstream (exploration and production) and downstream (refining and marketing) sectors of the energy industry. They are far less susceptible to spot benchmark pricing moves, as most sector leaders have locked in contracts for their services, some of which run for years. We screened the sector for the high-yielding companies that make sense for growth and income investors seeking dependable passive income. They could also be a solid option for those who want to maintain an energy presence in their portfolios but want to take profit on the large-cap energy giants.

Here are five top energy MLPs that pay dependable dividends and have a Buy rating from top Wall Street firms; we cover them at 24/7 Wall St.

Why Do We Cover the High-Yielding Energy Dividend Stocks? Since 1926, dividends have accounted for approximately 32% of the S&P 500’s total return, while capital appreciation has accounted for 68%. Therefore, sustainable dividend income and the potential for capital appreciation are essential to total return expectations. A study by Hartford Funds, in collaboration with Ned Davis Research, found that dividend stocks delivered an annualized return of 9.18% over the past 50 years (1973 to 2023). Over the same timeline, this was more than double the annualized return for non-payers (3.95%).

Enbridge Energy infrastructure company Enbridge (NYSE:ENB | ENB Price Prediction) owns and operates pipelines throughout Canada and the United States. This off-the-radar idea, based in Canada, is poised to break out to new highs and pays a rich 8% dividend. Enbridge announced its 31st consecutive annual dividend increase in 2026, lifting the payout by another 3%, and has paid dividends for over 70 years.

With roughly 98% of its annual earnings backed by long-term, fixed-rate contracts and regulated rate structures, the company stands out as one of the most defensive and reliable plays in the energy infrastructure sector. The company is the largest natural gas utility in North America by volume, delivering about 9.3 billion cubic feet daily to 7.1 million customers with a toll-road-like model that’s less exposed to price swings.

The company operates through five segments:

The Liquids Pipelines segment operates pipelines and related terminals in Canada and the United States to transport various grades of crude oil and other liquid hydrocarbons. The Gas Transmission and Midstream segment invests in natural gas pipelines and gathering and processing facilities in Canada and the United States. The Gas Distribution and Storage segment is involved in natural gas utility operations, serving residential, commercial, and industrial customers in Ontario, as well as in natural gas distribution and energy transportation activities in Quebec. The Renewable Power Generation segment operates power-generating assets, including wind, solar, geothermal, and waste heat recovery facilities, as well as transmission assets, in North America and Europe. The Energy Services segment provides energy marketing services to refiners, producers, and other customers, as well as physical commodity marketing and logistical services in Canada and the United States. Royal Bank of Canada has an Outperform rating and an $84 target price.

Energy Transfer Energy Transfer (NYSE:ET) is one of North America’s largest and most diversified midstream energy companies. This top master limited partnership is a solid option for investors seeking energy exposure and income, paying a 6.56% distribution yield. Energy Transfer owns and operates one of the largest and most diversified portfolios of energy assets in the United States, with a strategic footprint across all major domestic production basins. The company exceeded second-quarter earnings expectations, and the stock appears poised to reach new highs.

The company is a publicly traded limited partnership with core operations that include:

Complementary natural gas midstream, intrastate, and interstate transportation and storage assets Crude oil, natural gas liquids (NGLs), and refined product transportation and terminalling assets NGL fractionation Various acquisition and marketing assets Following the acquisition of Enable Partners in December 2021, Energy Transfer owns and operates over 114,000 miles of pipelines and related assets in 41 states, spanning all major U.S. producing regions and markets. This further solidifies its leadership position in the midstream sector.

Through its ownership of Energy Transfer Operating, formerly known as Energy Transfer Partners, the company also owns Lake Charles LNG Company; the general partner interests, the incentive distribution rights, and 28.5 million standard units of Sunoco (NYSE:SUN); and the public partnership interests and 39.7 million common units of USA Compression Partners (NYSE:USAC).

TD Cowen has a Buy rating on the shares, with a $24 target price.

MPLX MPLX (NYSE:MPLX) is a diversified, large-cap master limited partnership formed by Marathon Petroleum. This company is one of the top holdings in the Alerian MLP Energy ETF, and it pays a healthy 7.35% dividend. The company primarily transports crude oil and refined products, with terminals in the U.S. Midwest and Gulf Coast regions, and gathers and processes natural gas in the Northeast, following its 2015 acquisition of MarkWest Energy.

The company’s assets include:

Network of crude oil and refined product pipelines Inland marine business Light-product terminals Storage caverns Refinery tanks Docks Loading racks and associated piping Crude and light-product marine terminals MPLX also owns:

Crude oil and natural gas gathering systems Pipelines, natural gas, and NGL processing and fractionation facilities in key U.S. supply basins Royal Bank of Canada has an Outperform rating, with a $60 target price.

Plains All American Pipeline This stock traded in a tight range before breaking out and offers a dependable 6.43% dividend yield. Plains All American Pipeline (NYSE:PAA) engages in the pipeline transportation, terminalling, storage, and gathering of crude oil and NGLs in the United States and Canada.

The company operates in two segments. The Crude Oil segment offers:

Gathering and transporting crude oil through pipelines Gathering systems Trucks, barges, or railcars Terminalling, storage, and other facilities-related services and merchant activities The Natural Gas Liquids segment provides:

Gathering Fractionation Storage Transportation Terminalling activities Ethane, propane, normal butane, iso-butane, natural gasoline, and crude oil refining processes Mizuho has an Outperform rating with a $27 target price.

Western Midstream Partners While somewhat off the radar, this is the highest-yielding stock in the group, with a 7.80% dividend yield, and it offers an outstanding entry point. Western Midstream Partners (NYSE:WES) acquires, owns, develops, and operates midstream assets.

The company gathers, compresses, treats, processes, and transports natural gas, and gathers, stabilizes, and transports condensate, NGLs, and crude oil. The company also collects and disposes of produced water.

The midstream assets are located in:

Texas New Mexico Colorado Utah Wyoming In addition, as a natural gas processor, the company also buys and sells natural gas, NGLs, and condensate on its own behalf and as an agent for its customers under specific contracts. The company’s subsidiaries include:

Western Midstream Operating GP Western Midstream Services Western Midstream Services Holdings Western Midstream Operating Mizuho has an Outperform rating and a $51 target price.

Consider This Exchange-Traded Fund (ETF) Investors looking to avoid the pesky K-1s can buy shares of the ALPS Alerian MLP ETF (NYSE:AMLP), which pays a substantial 7.68% dividend. Investors receive a 1099 instead of the K-1 that direct MLP ownership requires.

Contact [email protected] for any questions or corrections.

Enbridge (NYSE:ENB – Get Free Report) and Star Group (NYSE:SGU – Get Free Report) are both energy companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, risk, profitability, institutional ownership, earnings and dividends.

Institutional & Insider Ownership 54.6% of Enbridge shares are held by institutional investors. Comparatively, 40.4% of Star Group shares are held by institutional investors. 0.4% of Enbridge shares are held by company insiders. Comparatively, 20.4% of Star Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Profitability This table compares Enbridge and Star Group’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Enbridge 7.20% 11.17% 3.02% Star Group 4.57% 24.43% 8.39% Valuation and Earnings This table compares Enbridge and Star Group”s top-line revenue, earnings per share (EPS) and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Enbridge $46.66 billion 2.23 $5.36 billion $1.87 25.01 Star Group $1.91 billion 0.22 $73.50 million $1.87 6.83 Enbridge has higher revenue and earnings than Star Group. Star Group is trading at a lower price-to-earnings ratio than Enbridge, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility Enbridge has a beta of 0.57, meaning that its stock price is 43% less volatile than the S&P 500. Comparatively, Star Group has a beta of 0.34, meaning that its stock price is 66% less volatile than the S&P 500.

Dividends Enbridge pays an annual dividend of $2.75 per share and has a dividend yield of 5.9%. Star Group pays an annual dividend of $0.79 per share and has a dividend yield of 6.2%. Enbridge pays out 147.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Star Group pays out 42.2% of its earnings in the form of a dividend. Enbridge has raised its dividend for 2 consecutive years and Star Group has raised its dividend for 13 consecutive years. Star Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Analyst Recommendations This is a summary of recent recommendations for Enbridge and Star Group, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Enbridge 0 4 8 1 2.77 Star Group 0 1 0 0 2.00 Enbridge currently has a consensus price target of $71.17, indicating a potential upside of 52.19%. Given Enbridge’s stronger consensus rating and higher probable upside, equities analysts clearly believe Enbridge is more favorable than Star Group.

Summary Enbridge beats Star Group on 11 of the 17 factors compared between the two stocks.

About Enbridge (Get Free Report)

Enbridge Inc., together with its subsidiaries, operates as an energy infrastructure company. The company operates through five segments: Liquids Pipelines, Gas Transmission and Midstream, Gas Distribution and Storage, Renewable Power Generation, and Energy Services. The Liquids Pipelines segment operates pipelines and related terminals to transport various grades of crude oil and other liquid hydrocarbons in Canada and the United States. The Gas Transmission and Midstream segment invests in natural gas pipelines and gathering and processing facilities in Canada and the United States. The Gas Distribution and Storage segment is involved in natural gas utility operations serving residential, commercial, and industrial customers in Ontario, as well as natural gas distribution activities in Quebec. The Renewable Power Generation segment operates power generating assets, such as wind, solar, geothermal, waste heat recovery, and transmission assets in North America. The Energy Services segment provides physical commodity marketing and logistical services to refiners, producers, and other customers in Canada and the United States. The company was formerly known as IPL Energy Inc. and changed its name to Enbridge Inc. in October 1998. Enbridge Inc. was founded in 1949 and is headquartered in Calgary, Canada.

About Star Group (Get Free Report)

Star Group, L.P., together with its subsidiaries, provides home heating oil and propane products and services to residential and commercial customers in the United States. It offers gasoline and diesel fuel; and installs, maintain, and repairs heating and air conditioning equipment. As of September 30, 2023, the company served approximately 402,200 full service residential and commercial home heating oil and propane customers and 52,400 customers on a delivery only basis. It also sells gasoline and diesel fuel to approximately 26,600 customers. The company was formerly known as Star Gas Partners, L.P. and changed its name to Star Group, L.P. in October 2017. Star Group, L.P. was incorporated in 1995 and is based in Stamford, Connecticut.

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Enbridge (ENB - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this oil and natural gas transportation and power transmission company have returned -3.7%, compared to the Zacks S&P 500 composite's +1.3% change. During this period, the Zacks Oil and Gas - Production and Pipelines industry, which Enbridge falls in, has lost 1.3%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Enbridge is expected to post earnings of $0.38 per share for the current quarter, representing a year-over-year change of +15.2%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.5%.

The consensus earnings estimate of $2.12 for the current fiscal year indicates a year-over-year change of -1.9%. This estimate has changed +0.4% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $2.33 indicates a change of +10.2% from what Enbridge is expected to report a year ago. Over the past month, the estimate has changed +0.7%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Enbridge.

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For Enbridge, the consensus sales estimate for the current quarter of $10.6 billion indicates a year-over-year change of -0.3%. For the current and next fiscal years, $58.01 billion and $52.17 billion estimates indicate +24.5% and -10.1% changes, respectively.

Last Reported Results and Surprise HistoryEnbridge reported revenues of $21.18 billion in the last reported quarter, representing a year-over-year change of +97%. EPS of $0.46 for the same period compares with $0.47 a year ago.

Compared to the Zacks Consensus Estimate of $10.85 billion, the reported revenues represent a surprise of +95.21%. The EPS surprise was +6.98%.

Over the last four quarters, Enbridge surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Enbridge is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Enbridge. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Nykredit A S purchased a new position in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 954,686 shares of the pipeline company’s stock, valued at approximately $51,753,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of ENB. Empowered Funds LLC increased its holdings in shares of Enbridge by 24.2% in the first quarter. Empowered Funds LLC now owns 110,014 shares of the pipeline company’s stock valued at $5,956,000 after purchasing an additional 21,442 shares during the period. SCS Capital Management LLC acquired a new stake in shares of Enbridge during the second quarter worth about $9,204,000. BlackRock Inc. acquired a new stake in shares of Enbridge during the second quarter worth about $183,623,000. Western Wealth Management LLC raised its position in Enbridge by 346.8% during the 1st quarter. Western Wealth Management LLC now owns 36,190 shares of the pipeline company’s stock worth $1,959,000 after buying an additional 28,091 shares during the last quarter. Finally, Markowski Investments acquired a new stake in Enbridge during the 2nd quarter valued at approximately $1,615,000. Hedge funds and other institutional investors own 54.60% of the company’s stock.

Enbridge Stock Down 0.1% Shares of ENB opened at $48.68 on Friday. Enbridge Inc has a 12 month low of $45.03 and a 12 month high of $58.45. The firm has a market cap of $108.50 billion, a P/E ratio of 26.03, a PEG ratio of 5.75 and a beta of 0.57. The company has a current ratio of 0.72, a quick ratio of 0.66 and a debt-to-equity ratio of 1.69. The stock’s 50 day moving average is $52.03 and its two-hundred day moving average is $53.73.

Enbridge (NYSE:ENB – Get Free Report) (TSE:ENB) last posted its quarterly earnings data on Friday, July 31st. The pipeline company reported $0.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.43 by $0.03. The company had revenue of $9.70 billion for the quarter, compared to analysts’ expectations of $8.67 billion. Enbridge had a return on equity of 11.17% and a net margin of 7.20%.During the same period in the previous year, the firm posted $0.65 EPS. Analysts predict that Enbridge Inc will post 2.12 earnings per share for the current fiscal year. Enbridge Announces Dividend The company also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Friday, August 14th were given a dividend of $0.97 per share. This represents a $3.88 annualized dividend and a dividend yield of 8.0%. The ex-dividend date was Friday, August 14th. Enbridge’s dividend payout ratio (DPR) is currently 147.06%.

Analyst Upgrades and Downgrades A number of analysts have recently weighed in on ENB shares. BMO Capital Markets upgraded shares of Enbridge from a “market perform” rating to an “outperform” rating and set a $79.50 price objective on the stock in a research note on Monday. National Bank Financial raised shares of Enbridge from a “sector perform” rating to an “outperform” rating in a report on Tuesday. Royal Bank Of Canada increased their price target on Enbridge from $79.00 to $84.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. Scotiabank reiterated an “outperform” rating on shares of Enbridge in a research note on Tuesday, July 21st. Finally, US Capital Advisors raised Enbridge from a “hold” rating to a “moderate buy” rating in a report on Thursday, August 20th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $71.17.

Read Our Latest Stock Report on Enbridge

Enbridge Profile (Free Report)

Enbridge Inc is a Canadian energy infrastructure company headquartered in Calgary, Alberta. Founded in 1949 as Interprovincial Pipe Line, the company has grown into one of North America’s largest energy delivery businesses, operating primarily in Canada and the United States.

Enbridge’s operations include crude oil and liquids pipelines, natural gas transmission and storage, and natural gas distribution and utility services. Its pipeline systems transport energy products from producing regions to refineries, export facilities, utilities and other customers.

Further Reading Five stocks we like better than Enbridge J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons

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Key Takeaways Enbridge safely returns Line 5 to service through a temporary bypass around the damaged section.Enbridge's Line 5 supplies 10 refineries and propane facilities serving millions across the Midwest.ENB continues environmental testing and remediation while coordinating with federal and local authorities. Enbridge Inc. (ENB - Free Report) has safely returned Line 5 to service following an incident near Saxon, WI, using a temporary bypass around the damaged section of the pipeline. The restart limits the duration of the disruption and reinforces the reliability of Enbridge’s critical energy infrastructure.

Work at the site remains focused on safe access, environmental testing and remediation, while the company continues coordinating with federal and local authorities.

Line 5 Restart Protects Core Energy FlowsLine 5 is critical infrastructure supplying 10 refineries and propane production facilities serving millions of people across the Midwest and Great Lakes regions. ENB generates revenues through long-term contracts with shippers for transportation and storage of crude oil, natural gas, natural gas liquids (NGLs) and refined petroleum products through its extensive pipeline network and storage facilities.

Restoring the pipeline to service restores important energy flows and allows ENB to maintain continuity of transportation services. The prompt restart reduces the incident’s operational impact and supports the stability of the company’s contract-based cash flows.

Limited Environmental Impact Supports OperationsEnbridge’s ongoing monitoring has found no impacts to wildlife, surface water or a nearby residential well. Water monitoring wells continue to show no contamination.

Soil and water monitoring, along with plans to test and properly dispose of affected soil, demonstrate the company’s focus on environmental remediation and regulatory compliance.

Operational Reliability Strengthens Investor ConfidenceThe incident involved an unoccupied subcontractor flatbed truck that rolled into an open excavation and struck the pipeline, releasing NGLs, mainly propane and butane.

No injuries were reported, and the affected section was immediately isolated before Line 5 was restored through the temporary bypass. The continued investigation and removal of the truck remain part of the company’s response.

ENB Preserves Its Infrastructure AdvantageThe Line 5 restart enables Enbridge to resume normal transportation operations while permanent work continues at the damaged section. Maintaining service on infrastructure that connects major refining and propane facilities reinforces ENB’s strategic importance to regional energy markets.

The ability to restore service safely and quickly supports operational resilience, protects the continuity of customer deliveries and helps preserve the predictable cash-flow profile associated with Enbridge’s extensive pipeline network.

ENB’s Zacks Rank & Key PicksEnbridge currently carries a Zacks Rank #3 (Hold).

The restoration of Line 5 highlights the importance of reliable energy infrastructure in keeping crude oil, NGLs and refined products moving across key regional markets. With West Texas Intermediate crude oil trading above the $100-per-barrel mark according to oilprice.com, stronger upstream activity is likely to support higher production volumes and, in turn, increase demand for drilling, offshore services and midstream infrastructure.

Against this industry backdrop, investors may also consider Drilling Tools International Corporation (DTI - Free Report) , Oceaneering International, Inc. (OII - Free Report) and Western Midstream Partners, LP (WES - Free Report) . DTI and OII are expected to benefit from increased drilling and offshore spending. At the same time, WES is well-positioned to handle rising production volumes through its natural gas, crude oil, NGL and produced-water midstream operations.

DTI and WES currently sport a Zacks Rank #1 (Strong Buy) each, while OII carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks Rank #1 stocks here.

Drilling Tools International manufactures and rents downhole tools used in oil and natural gas drilling. DTI generated $4.1 million of adjusted free cash flow in the second quarter of 2026, marking a substantial improvement both sequentially and year over year. Although North American land activity remained soft and Middle Eastern operations faced disruptions, management indicated improving activity across several markets. A pickup in drilling activity is expected to support stronger demand for DTI’s tools and services.

Oceaneering International provides engineered services, products and robotic solutions primarily for offshore energy markets. Second-quarter 2026 revenues rose 10% to $768 million, while adjusted EBITDA increased 11% to $115 million. OII’s Manufactured Products backlog stood at $445 million as of June 30, 2026, with additional orders expected during the second half. The backlog provides useful visibility into future activity and supports OII’s outlook as offshore project spending continues.

Western Midstream owns and operates midstream assets that gather, process and transport natural gas, crude oil and NGLs, while also providing produced-water services. In the second quarter of 2026, adjusted EBITDA reached a record $736.5 million, up 19% year over year, aided by higher Delaware Basin natural gas volumes and record produced-water throughput. Following the earnings release, WES acquired a 7.5% interest in the Solitude Pipeline System, which is expected to provide additional Permian natural-gas takeaway capacity and improve flow assurance for Delaware Basin customers, supporting longer-term midstream growth.

Key Takeaways Enbridge gains 75% of Pony Express, expanding its crude pipeline presence in the U.S. Rockies.ENB adds storage, marketing and PRB assets that improve connectivity and support network synergies.Enbridge's PXP2 expansion will lift Pony Express capacity to about 515,000 BPD and enter service in late 2027. Enbridge Inc. (ENB - Free Report) , a leading midstream player, is strengthening its North American liquids pipeline franchise through the $2.55 billion acquisition of Tallgrass Energy’s crude oil business. The deal gives ENB a 75% interest in the 1,050-mile Pony Express Pipeline, a roughly 460,000-barrel-per-day (BPD) system connecting Rockies production with Cushing, OK and providing direct access to about 500,000 BPD of refining capacity. The transaction significantly expands Enbridge’s presence in the U.S. Rockies, adding another major crude transportation corridor to its portfolio.

Deal Improves Network ConnectivityThe acquisition also includes a 51% interest in the Powder River Gateway system, roughly 8.4 million barrels of storage across nine crude terminals connected into Pony Express and the Stanchion Energy crude marketing business.

These assets establish strategic connections among the Bakken, Powder River Basin (PRB) and Denver-Julesburg Basin through Cushing. They complement ENB’s existing Express-Platte system.

This expanded connectivity enhances the value of Enbridge’s liquids network by providing opportunities for operational synergies and incremental throughput across its broader infrastructure footprint.

Contracted Cash Flows Enhance Earnings VisibilityAnother major benefit for ENB is the contracted nature of Pony Express. The pipeline is highly contracted throughout the decade, predominantly with investment-grade counterparties, strengthening the visibility of future cash flows.

Enbridge expects the acquired business to generate significant free cash flow and contribute to future growth. The transaction is expected to be accretive to distributable cash flow per share in the first full year of ownership. These characteristics fit well with ENB’s investment proposition, which relies heavily on predictable infrastructure-based cash generation.

PXP2 Adds an Embedded Growth CatalystThe transaction brings another growth avenue through the $300 million PXP2 expansion. The project is expected to raise Pony Express capacity to approximately 515,000 BPD and enter service in late 2027.

PXP2 is backed by take-or-pay contracts and will become part of ENB’s $41 billion secured growth backlog after the acquisition closes, adding another source of visible future earnings.

Disciplined Funding Supports ENB’s Growth OutlookEnbridge plans to partially fund this transaction and its Salt Creek Midstream acquisition through an equity offering, helping preserve financial flexibility. The midstream player continues to target debt-to-adjusted EBITDA of 4.5-5.0 times and strong investment-grade credit ratings.

The Tallgrass acquisition strengthens ENB’s business platform by expanding its footprint and improving connectivity across key crude oil markets. At the same time, the acquired assets add contracted cash flows and new growth opportunities, which enhance Enbridge’s earnings visibility and investor appeal. These advantages align with management’s medium-term target of about 5% compound annual growth in EBITDA, discounted cash flow per share and earnings per share.

ENB’s Zacks Rank & Key PicksEnbridge currently carries a Zacks Rank #3 (Hold).

The Tallgrass acquisition is expected to strengthen ENB’s liquids pipeline network by improving access to key crude-producing regions and adding more contracted transportation capacity. Against this backdrop, investors may also consider Drilling Tools International Corporation (DTI - Free Report) , RPC, Inc. (RES - Free Report) and Oceaneering International, Inc. (OII - Free Report) , each presently carrying a Zacks Rank #2 (Buy), as these companies are tied more directly to drilling, completion and offshore activity. Stronger upstream spending can support higher oil and gas production, which may ultimately increase the need for transportation, storage and other midstream infrastructure, including Enbridge. You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.

Drilling Tools International manufactures and rents downhole tools used in oil and natural gas drilling. DTI generated $4.1 million of adjusted free cash flow in the second quarter of 2026, marking a substantial improvement both sequentially and year over year. Although North American land activity remained soft and Middle Eastern operations faced disruptions, management indicated improving activity across several markets. A pickup in drilling activity is expected to support stronger demand for DTI’s tools and services.

RPC provides pressure pumping, downhole tools, wireline and cementing services, giving it direct exposure to upstream drilling and completion activity. RES reported second-quarter revenues of $460.9 million, up 1% sequentially, while adjusted EBITDA increased 23.3% to $66 million. Better job mix and increased activity across several service lines supported the improvement, positioning RPC to benefit if upstream spending strengthens.

Oceaneering International provides engineered services, products and robotic solutions primarily for offshore energy markets. Second-quarter 2026 revenues rose 10% to $768 million, while adjusted EBITDA increased 11% to $115 million. OII’s Manufactured Products backlog stood at $445 million as of June 30, 2026, with additional orders expected during the second half. The backlog provides useful visibility into future activity and supports OII’s outlook as offshore project spending continues.

Enbridge stock has suffered a sharp drop this week, falling to its lowest level since February, following some notable company announcements. Its US-listed shares have now declined for seven straight weeks and are down 16.50% from their high for the year. So, is it safe to buy the dip?

Enbridge is a top Canadian company that ranks as the sixth-biggest firm in the country by market capitalization after RBC, TD Bank, Shopify, BMO, and Scotiabank. 

It is a major player in the energy industry, where it moves, stores, and distributes energy across North America. It does that by operating oil and natural gas pipelines, gas utilities, and storage terminals. 

Enbridge stock slumped this week after it announced the resignation of Greg Ebel as the Chief Executive Officer. He will be replaced by Michele Harradence on January 1. Ebel, who became CEO in 2017, has shepherded the company well, with its stock moving from the low $20s to the current $48. 

Enbridge shares also slumped after the company announced its intention to buy Tallgrass’ crude transportation businesses, which include 75% of Pony Express Pipeline and 51% of Powder River Gateway system. It will also acquire storage capacity of 8.4 million barrels and Stanchion Energy, a crude marketing business. The transaction is valued at $2.55 billion and will help it to grow its market share in the US

In another major development, the company said that it would raise C$2.6 billion from a group of bankers, including RBC, CIBC, BMO, and Scotiabank. These banks will buy shares worth C$2.6 billion, which the company aims to use to fund recently announced acquisitions. 

These developments come at a time when the company’s business is doing well as energy demand continues to rise. Like Energy Transfer, its revenue jumped to C$29.3 billion from C$14.5 billion in the same period last year. Its six-month revenue jumped to C$51 billion from C$33.3 billion last year.

This revenue growth, however, was offset by a surge in commodity costs, which jumped to C$22 billion from C$8 billion last year. This surge had an impact on its profitability, with the earnings attributable to shareholders falling to C$1.3 billion. It is also spending substantial sums of money on interest payments.

On the positive side, its profitability will likely improve in the coming months as demand for energy continues. 

ENB stock chart | Source: TradingView

The daily chart shows that the Enbridge stock price has slumped in the past few months, moving from the year-to-date high of $57.6 to a low of $48 today. The down-gap that happened on Thursday was notable because it remained within a consolidation phase for weeks.

The stock has remained below the 50-day Exponential Moving Average (EMA) and the Major S&R pivot point. At the same time, the Relative Strength Index (RSI) moved to the oversold level of 30.

Therefore, the most likely scenario is where the stock continues falling, potentially to the ultimate support level of $43.75. On the flip side, a move above the resistance level of $52 will invalidate the bearish outlook.

Enbridge (ENB -3.78%), the Canadian midstream company that operates over 70,000 miles of pipelines and smaller feeder lines in North America, usually doesn't attract as much attention as U.S. pipeline operators like Kinder Morgan (KMI -1.29%) and Energy Transfer (ET +0.23%).

However, Enbridge has raised its dividend annually for 31 consecutive years. By comparison, Kinder Morgan and Energy Transfer have only raised their payouts annually for nine and four consecutive years, respectively. Enbridge also pays a high forward yield of 5.6%.

Image source: Getty Images.

Why should you pay more attention to Enbridge? As a midstream pipeline operator, Enbridge is well-insulated from volatile commodity prices because it simply charges upstream and downstream companies "tolls" to use its infrastructure. That business model generates plenty of cash, which it consistently returns to its investors.

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From 2021 to 2025, Enbridge's distributable cash flow (DCF) per share increased from $4.96 CAD to $5.71 CAD ($4.13). For 2026, it expects that figure to rise to $5.70-$6.10 CAD per share, which will easily cover its forward dividend rate of $3.88 CAD ($2.81) per share.

Enbridge's stock still looks reasonably valued at 21 times forward earnings. Its scale, diversification, and the multi-decade durability of its dividend all indicate it's a great long-term play for income investors -- regardless of where oil and gas prices go from here.

Leo Sun has positions in Energy Transfer. The Motley Fool has positions in and recommends Enbridge and Kinder Morgan. The Motley Fool has a disclosure policy.

Enbridge Inc. (ENB:CA) Pre Recorded M&A Call Prepared Remarks Transcript

Enbridge (ENB.TO) said on Tuesday its CEO Greg Ebel will retire at the end of 2026 and ​be succeeded by industry veteran Michele Harradence, with ‌the Canadian pipeline operator changing its leadership after a period of major expansion in U.S. natural gas utilities.

During Ebel's tenure as CEO, Enbridge acquired three ​utilities from Dominion Energy, helping make the company ​one of North America's largest integrated gas utility platforms.

Enbridge ⁠now has a secured growth backlog of C$41 billion ​spanning its liquids pipelines, gas transmission and storage, natural gas ​utilities and renewable power businesses.

Harradence, who joined Enbridge in 2014 after 16 years at Shell, has led the company's gas utilities since 2022 and ​oversaw the integration of the Dominion utility acquisitions. She ​is currently head of Enbridge's gas distribution and storage business.

The businesses serve about ‌7.2 ⁠million homes, schools, hospitals and businesses across Canada and the United States.

She was the senior vice president and chief operating officer of Enbridge's Gas Transmission and Midstream business in ​Houston before ​taking charge of ⁠the company's utility business.

Ebel joined Enbridge in 2017 following its merger with Spectra Energy and became ​president and CEO in January 2023.

As of Monday's ​close, ⁠Enbridge shares have gained about 30% since Ebel took over as CEO, compared with an 86.3% rise in Canada's S&P/TSX ⁠Composite ​Index (.GSPTSE).

Ebel will remain on Enbridge's board ​through December 31 and serve as an advisor to the board and Harradence until May ​2027.

What's the worst month of the year for the stock market historically? We're now in it -- September. With the odds of a rate hike from the Federal Reserve climbing and a market priced near all-time highs, it won't be surprising if history repeats itself.

Income investors don't concern themselves all that much with temporary volatility, though. They focus on the stability of the dividends they receive and the resilience of the underlying businesses of their stocks. With these objectives in mind, three high-yield energy stocks look like great picks to buy in September for steady income.

Image source: Getty Images.

1. Chevron You won't find many stocks with a more dependable dividend than Chevron (CVX +2.12%). The integrated oil company has increased its dividend for 39 consecutive years, a period that included a global pandemic, recessions, and oil price crashes. In January 2026, Chevron raised its quarterly payout by 4% to $1.78 per share. Its forward dividend yield tops 3.5%.

Behind Chevron's impressive dividend track record is a massive business that spans all parts of the oil and gas industry. Chevron ranks as the world's third-largest energy company by market cap. It's the global leader in natural gas production. The company boasts the industry's highest cash margins. Chevron is also delivering the greatest growth.

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Thanks to the acquisition of Hess, Chevron's market position is arguably stronger than ever. The deal gave the company significant exposure to Guyana's low-cost, high-return oil fields.

Chevron can afford to fully fund its dividend program and its planned capital projects even if Brent crude prices fall below $50 per barrel. Brent prices are currently over $86 per barrel. And with uncertainty about whether and when traffic will return to normal levels through the critical Strait of Hormuz, prices could remain elevated for a long time.

2. Enbridge Enbridge (ENB +0.74%) doesn't quite match Chevron's dividend track record, but it isn't too far off. The Calgary-based energy company has increased its dividend for 31 consecutive years. And Enbridge handily beats Chevron on one key front: Its forward dividend yield is roughly 5.6%.

The company's importance to the North American economy helps make its dividend so reliable. Enbridge's pipelines transport around 30% of the crude oil produced in North America and one-fifth of the natural gas consumed in the U.S.

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But despite being a giant in the midstream energy industry, we can't only call Enbridge a pipeline stock these days. It's also the largest natural gas utility on the continent by volume. The company provides natural gas to 7.2 million customers.

No discussion of Enbridge would be complete without mentioning its growth prospects. Management is on track to pursue up to $20 billion in growth opportunities by the end of 2027, including new pipelines, gas distribution and storage facilities, and renewable power projects. Even better, Enbridge has identified roughly $50 billion worth of opportunities through 2030.

3. Enterprise Products Partners For income investors seeking a more pure-play midstream stock, Enterprise Products Partners (NYSE: EPD) stands out. This master limited partnership (MLP) has increased its distribution for 28 consecutive years. And its distribution is exceptionally juicy, with a yield north of 5.7%.

Enterprise Products Partners operates over 50,000 miles of pipeline that transport a wide range of hydrocarbon products. Its primary focus, though, is natural gas liquids (NGLs), which account for 55% of the company's gross operating margin.

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$

38.82

NGLs present a tremendous growth market for Enterprise, too. Asian and European demand for the fuel is expected to grow by around 30% through the end of the decade. Data centers hosting artificial intelligence (AI) applications should remain a key driver of NGL demand growth.

Sure, other pipeline companies will also benefit from this trend. However, Enterprise Products Partners is the gold standard in the midstream industry. It sports the strongest balance sheet. The management team is top-notch and aligned with unitholders' interests. Enterprise is also well positioned financially to invest in the expansion required to capitalize on its growth opportunities.

Pipeline operator Enbridge (ENB.TO) said on Wednesday it would acquire Salt Creek Midstream's crude oil gathering business ​for $600 million in cash, expanding its presence in ‌the crude-rich Permian Basin.

The Permian Basin, the largest oil-producing region in the United States, continues to attract investment in gathering ​systems and pipeline networks as companies work ​to transport crude volumes through export terminals on ⁠the U.S. Gulf Coast.

Here are more details:

Enbridge said ​the acquisition will provide a direct link between Permian ​crude production and its Ingleside Energy Center, North America's largest crude export terminal.

The deal includes full ownership of the Orla and Wink North ​gathering systems and a 50% stake in the Delaware Crossing ​system, adding about 500 miles of crude oil gathering infrastructure in ‌the ⁠heart of the Delaware Basin.

The assets serve more than 20 producers and are backed by about 320,000 net dedicated acres under long-term commercial agreements.

The systems have a ​combined throughput capacity ​of 420,000 ⁠barrels per day and storage capacity of 350,000 barrels.

The assets have an average ​remaining contract life of about 10 years, ​providing ⁠stable long-term cash flows, the pipeline operator said.

Enbridge expects the deal to be immediately accretive to cash flow ⁠and ​earnings per share, with closing ​expected later in 2026. However, it kept its 2026 financial guidance unchanged.

C$2.7 billion transaction led by KKR in collaboration with Apollo to fund Aspen Point and Sunrise Expansion Programs

, /PRNewswire/ - Enbridge Inc. ("Enbridge") (TSX: ENB) (NYSE: ENB) announced today that it has entered into a definitive agreement with KKR to form a new joint venture, subject to the satisfaction of customary closing conditions, led by capital accounts advised by KKR, in collaboration with funds and affiliates managed by Apollo. The joint venture will fund the previously sanctioned Aspen Point and Sunrise Expansion Programs (collectively, "the Expansions") of the Westcoast natural gas pipeline system. The Expansions have regulatory approval and are commercially underpinned by long-term take-or-pay contracts.

Under the agreement, KKR and Apollo will invest approximately C$2.7 billion to fund the Expansions, including C$0.7 billion of cash to Enbridge at closing, in exchange for an indirect, cumulative 29% interest in the aggregate Westcoast system upon Sunrise entering service. The investors will begin receiving distributions as each expansion project enters service. The Aspen Point Expansion Program is expected to enter service in 2026, followed by the Sunrise Expansion Program, in late 2028.

Enbridge will retain majority ownership and operational control over the Westcoast system, including responsibility for executing the Expansions. Enbridge also has the option to repurchase the investors' interest in the joint venture at any time between the seventh and fourteenth year following close.

"We are pleased to welcome KKR and Apollo as strategic partners to support the funding of Aspen Point and Sunrise," said Pat Murray, Executive Vice President and Chief Financial Officer. "This transaction allows us to efficiently recycle capital, strengthen our balance sheet, and maintain financial flexibility while advancing a strong pipeline of high-returning growth opportunities. It also underscores our ongoing commitment to portfolio optimization and disciplined capital allocation. With this strategic partnership, we continue our longstanding capital recycling program, which has generated C$19 billion in proceeds since 2014."

"The Westcoast pipeline is an important natural gas transportation system serving customers across Western Canada and North America," said Paul Workman, Managing Director at KKR. "This investment reflects our strategy of investing alongside leading operators in key infrastructure with stable, long-term cash flows and attractive growth opportunities. We look forward to working with Enbridge to support the continued development of the Aspen Point and Sunrise Expansion Programs."

"Enbridge is one of the largest and most reputable energy infrastructure companies in North America, and the Westcoast Pipeline System is critical to serving growing natural gas demand across British Columbia, the U.S. Pacific Northwest and internationally via LNG," said Jamshid Ehsani, Partner at Apollo. "We are pleased to collaborate with KKR to provide long-term, flexible capital that supports Enbridge's expansion plans, building on our established track record of supporting leading companies in the energy sector globally."

The transaction is not material to Enbridge's 2026 financial guidance or medium-term financial outlook. A supplemental presentation has been posted to Enbridge's website with more details on the transaction.

Morgan Stanley Canada Limited acted as lead advisor and TD Securities acted as co-advisor to Enbridge on the transaction. Sullivan & Cromwell LLP and McCarthy Tétrault LLP acted as legal advisors to Enbridge on the transaction.

CIBC Capital Markets acted as financial advisor, and Kirkland & Ellis LLP and Bennett Jones LLP acted as legal advisors to KKR on the transaction. Scotiabank acted as financial advisor and Milbank LLP acted as legal counsel to the Apollo funds. 

About Enbridge's Westcoast natural gas pipeline system

Enbridge's Westcoast natural gas pipeline system is an essential piece of energy infrastructure. It is capable of transporting up to 3.6 billion cubic feet of natural gas per day (bcf/d) and that capacity is expected to increase to 3.9 bcf/d after the Sunrise Expansion Program enters service. The system stretches more than 2,900 kilometres from Fort Nelson in northeast B.C. and from Gordondale near the B.C.-Alberta border, south to the Canada-U.S. border at Huntingdon/Sumas. The natural gas transported on this pipeline system provides safe, secure and affordable energy that people rely on throughout B.C. and the Lower Mainland, Alberta and the U.S. Pacific Northwest. 

About Enbridge Inc.

At Enbridge, we safely connect millions of people to the energy they rely on every day, fueling quality of life through our North American natural gas, oil and renewable power networks and our European offshore wind portfolio. We're investing in modern energy delivery infrastructure to sustain access to secure, affordable energy and building on more than a century of operating conventional energy infrastructure and two decades of experience in renewable power. We're advancing new technologies including hydrogen, renewable natural gas, and carbon capture and storage. Headquartered in Calgary, Alberta, Enbridge's common shares trade under the symbol ENB on the Toronto (TSX) and New York (NYSE) stock exchanges. To learn more, visit us at enbridge.com.

About KKR

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR's website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group's website at www.globalatlantic.com.

About Apollo

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of June 30, 2026, Apollo had approximately $1.05 trillion of assets under management.

Forward-Looking Statement

Forward-looking statements have been included in this news release to provide readers with information about Enbridge and its subsidiaries and affiliates, including management's assessment of Enbridge's and its subsidiaries' future plans and operations. This information may not be appropriate for other purposes. Forward-looking statements are typically identified by words such as ''anticipate'', ''expect'', ''project'', ''estimate'', ''forecast'', ''plan'', ''intend'', ''target'', ''believe'', "likely", and similar words suggesting future outcomes or statements regarding an outlook. Forward-looking information or statements included or incorporated by reference in this news release include, but are not limited to, statements regarding the Aspen Point and Sunrise expansion programs, including their expected in-service dates, the transaction with KKR and Apollo and its anticipated benefits, and related matters.

Although Enbridge believes these forward-looking statements are reasonable based on the information available on the date such statements are made and processes used to prepare the information, such statements are not guarantees of future performance and readers are cautioned against placing undue reliance on forward-looking statements. By their nature, these statements involve a variety of assumptions, known and unknown risks and uncertainties and other factors, which may cause actual results, levels of activity and achievements to differ materially from those expressed or implied by such statements. Material assumptions include the following: the expected supply of, demand for, export of and prices of crude oil, natural gas, natural gas liquids (NGL), liquefied natural gas (LNG), renewable natural gas (RNG) and renewable energy; anticipated utilization of our assets; exchange rates; inflation; interest rates; tariffs and trade policies; availability and price of labor and construction materials; the stability of our supply chain; operational reliability; maintenance of support and regulatory approvals for our projects and transactions; anticipated in-service dates; weather; the timing, terms and closing of acquisitions, dispositions and other transactions; the realization of anticipated benefits of transactions; governmental legislation; litigation; estimated future dividends and impact of our dividend policy on our future cash flows; our credit ratings; capital project funding; hedging program; expected earnings before interest, income taxes, and depreciation and amortization (EBITDA); expected earnings/(loss); expected future cash flows; and expected distributable cash flow. Assumptions regarding the expected supply of and demand for crude oil, natural gas, NGL, LNG, RNG and renewable energy, and the prices of these commodities, are material to and underlie all forward-looking statements, as they may impact current and future levels of demand for our services. Similarly, exchange rates, inflation, interest rates and tariffs impact the economies and business environments in which we operate and may impact levels of demand for our services and cost of inputs and are therefore inherent in all forward-looking statements. The most relevant assumptions associated with forward-looking statements regarding announced projects and projects under construction, including estimated completion dates and expected capital expenditures, include the following: the availability and price of labor and construction materials; the stability of our supply chain; the effects of inflation and foreign exchange rates on labor and material costs; the effects of interest rates on borrowing costs; the impact of weather; and customer, government, court and regulatory approvals on construction and in-service schedules and cost recovery regimes.

Enbridge's forward-looking statements are subject to risks and uncertainties pertaining to the successful execution of our strategic priorities; operating performance; legislative and regulatory parameters; litigation; acquisitions, dispositions and other transactions and the realization of anticipated benefits therefrom; evolving government trade policies, including potential and announced tariffs, duties, fees, economic sanctions or other trade measures; operational dependence on third parties; dividend policy; project approval and support; renewals of rights-of-way; weather; economic and competitive conditions; public opinion; changes in tax laws and tax rates; exchange rates; inflation; interest rates; commodity prices; access to and cost of capital; our ability to maintain adequate insurance in the future at commercially reasonable rates and terms; political decisions; global geopolitical conditions; and the supply of, demand for and prices of commodities and other alternative energy, including but not limited to, those risks and uncertainties discussed in this news release and in our filings with Canadian and US securities regulators. The impact of any one assumption, risk, uncertainty or factor on a particular forward-looking statement is not determinable with certainty as these are interdependent and our future course of action depends on management's assessment of all information available at the relevant time.

Except to the extent required by applicable law, Enbridge assumes no obligation to publicly update or revise any forward-looking statement made in this news release or otherwise, whether as a result of new information, future events or otherwise. All forward-looking statements, whether written or oral, attributable to us or persons acting on our behalf, are expressly qualified in their entirety by these cautionary statements.

FOR FURTHER INFORMATION PLEASE CONTACT:

SOURCE Enbridge Inc.

Key Takeaways ENB is set to add about 500 miles of crude-gathering infrastructure in the Delaware Basin through the deal.The acquired systems have 420,000 barrels of daily throughput capacity & 350,000 barrels of storage capacity.ENB expects the acquisition to immediately boost distributable cash flow per share and earnings per share. Enbridge Inc. (ENB - Free Report) is strengthening its liquids pipeline business with a $600 million acquisition of Salt Creek Midstream’s crude oil gathering assets. The deal gives Enbridge 100% ownership of the Orla and Wink North systems and a 50% stake in the Delaware Crossing ("DCX") system, adding approximately 500 miles of crude-gathering infrastructure in the core of the Delaware Basin. The acquisition enhances ENB's strategic positioning within the core of the Delaware Basin, one of North America’s most productive oil regions, by integrating assets secured under long-term commercial agreements.

Long-Term Contracts Support Stable Cash FlowsThe acquired crude oil gathering systems serve more than 20 producers and are backed by approximately 320,000 net dedicated acres. The approximately 10-year average remaining contract life offers Enbridge greater cash-flow visibility and a stable platform for future growth. The Orla, Wink North and DCX gathering systems have a combined daily throughput capacity of 420,000 barrels and a storage capacity of 350,000 barrels, providing ENB with substantial infrastructure to accommodate growing Permian production.

ENB Gains a Fully Integrated Permian Value ChainThe assets’ connectivity to multiple long-haul Permian crude pipelines, including Enbridge’s majority-owned Gray Oak Pipeline, enhances the midstream player’s Permian network. By linking Permian production to exports via the Enbridge Ingleside Energy Center, ENB can offer customers integrated wellhead-to-water solutions through Gray Oak, Cactus II and Ingleside. The integration is expected to improve asset utilization and strengthen the midstream player’s position in Permian crude transportation.

Immediate Accretion Enhances Investor AppealEnbridge expects the transaction to be immediately accretive to distributable cash flow per share and earnings per share, while maintaining its 2026 financial guidance. The combination of contracted cash flows, strategic connectivity and immediate accretion makes the acquisition attractive for investors. With the transaction set to be closed in late 2026, ENB is poised to capitalize on Permian growth, strengthen its business model and enhance its investor appeal.

ENB’s Zacks Rank & Key PicksEnbridge currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the energy sector are Valero Energy Corporation (VLO - Free Report) , Par Pacific Holdings, Inc. (PARR - Free Report) and HF Sinclair Corporation (DINO - Free Report) . The business models of VLO, PARR and DINO are sensitive to crude price fluctuations. Valero, Par Pacific and HF Sinclair currently sport a Zacks Rank #1 (Strong Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

Valero’s refining portfolio comprises 14 refineries with a total throughput capacity of 3 million barrels per day, while its ethanol segment includes 12 plants across the United States. VLO’s ethanol business performed well in the second quarter of 2026, as margins expanded to $1.15 per gallon from 52 cents per gallon, driving operating income to 75 cents per gallon from 13 cents in the prior-year quarter.

Par Pacific operates an integrated energy platform spanning 219,000 barrels per day of refining capacity, logistics, retail and a 46% stake in Laramie Energy across Hawaii, the Pacific Northwest and the Rockies. The company’s logistics network includes 13 million barrels of storage, a pipeline network, marine terminals, rail facilities and truck racks, supporting the movement and marketing of conventional and renewable fuels. PARR reported a strong second-quarter 2026 adjusted EBITDA of $571.3 million, higher than $137.8 million a year earlier, while adjusted net income increased to $499.2 million from $78.3 million a year ago.

HF Sinclair is an independent refiner that produces gasoline, diesel, jet fuel, renewable diesel, lubricants and specialty products. In the second quarter of 2026, DINO’s adjusted EBITDA more than doubled to $1.5 billion from $665 million a year earlier, driven by stronger refining margins, higher volumes and solid execution. DINO’s renewable fuels adjusted EBITDA rose to $123 million from a $2 million loss, supported by higher renewable identification number prices, improved Producer’s Tax Credit benefits and increased volumes.

Enbridge Inc. (ENB) offers a 5.56% dividend yield, stable cash flows, and bond-like reliability, making it attractive for income-focused, risk-averse investors. ENB's diversified North American footprint and CAD$41 billion capital program through 2029 support steady long-term growth and inflation protection. The company's volume-based contracts with inflation escalators insulate cash flows from commodity price swings, but limit upside during oil price surges.

Barrow Hanley Mewhinney & Strauss LLC reduced its holdings in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 9.5% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,895,425 shares of the pipeline company’s stock after selling 199,727 shares during the period. Barrow Hanley Mewhinney & Strauss LLC owned approximately 0.09% of Enbridge worth $102,751,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in ENB. Triumph Capital Management acquired a new stake in Enbridge in the third quarter worth about $26,000. Arlington Trust Co LLC increased its stake in shares of Enbridge by 114.6% in the second quarter. Arlington Trust Co LLC now owns 500 shares of the pipeline company’s stock worth $27,000 after acquiring an additional 267 shares during the period. Turning Point Benefit Group Inc. purchased a new position in shares of Enbridge during the third quarter worth $28,000. Inspire Investing LLC purchased a new position in shares of Enbridge during the fourth quarter worth $29,000. Finally, Garner Asset Management Corp acquired a new position in Enbridge during the fourth quarter valued at $30,000. Hedge funds and other institutional investors own 54.60% of the company’s stock.

Key Enbridge News Here are the key news stories impacting Enbridge this week:

Positive Sentiment: US Capital Advisors upgraded Enbridge from “hold” to “moderate buy,” signaling improved confidence in the company’s risk-reward profile at recent valuation levels. Zacks.com Positive Sentiment: US Capital Advisors raised its earnings forecasts across several periods. Estimates increased to $0.43 per share for Q3 2026, $0.61 for Q4 2026, $0.48 for Q2 2027, $0.46 for Q3 2027 and $0.69 for Q4 2027. Its FY2027 forecast rose to $2.41 per share from $2.24, above the current full-year consensus of $2.11. These revisions suggest expectations for stronger earnings momentum. MarketBeat analyst estimates Positive Sentiment: Enbridge’s long dividend-growth record remains attractive to income investors. The company has increased its dividend for 31 consecutive years, and the recent share-price pullback may improve its yield and valuation appeal. Enbridge dividend analysis Neutral Sentiment: Some analysis suggests Enbridge is fairly valued after generating roughly a 93% total return over five years, limiting the potential for near-term multiple expansion despite its infrastructure cash flows. Enbridge valuation analysis Negative Sentiment: Risks include weaker second-quarter results, elevated leverage and competition. Enbridge has a roughly CAD 41 billion secured growth backlog, but competing egress pipelines could pressure volumes on its Mainline System, which contributes about one-third of EBITDA. Debt-to-EBITDA of approximately 5.1 times also exceeds the company’s preferred range and leaves earnings more exposed to interest costs. Enbridge growth backlog and Mainline risks Enbridge Trading Up 0.0% Shares of NYSE:ENB opened at $50.48 on Monday. The business’s 50 day moving average price is $54.14 and its 200-day moving average price is $54.03. Enbridge Inc has a 1 year low of $45.03 and a 1 year high of $58.45. The firm has a market capitalization of $110.25 billion, a price-to-earnings ratio of 26.99 and a beta of 0.58. The company has a debt-to-equity ratio of 1.69, a current ratio of 0.72 and a quick ratio of 0.66. Enbridge (NYSE:ENB – Get Free Report) (TSE:ENB) last issued its quarterly earnings results on Friday, July 31st. The pipeline company reported $0.46 EPS for the quarter, topping the consensus estimate of $0.43 by $0.03. The company had revenue of $9.70 billion during the quarter, compared to analyst estimates of $8.67 billion. Enbridge had a net margin of 7.20% and a return on equity of 11.17%. During the same quarter in the previous year, the firm earned $0.65 EPS. On average, equities research analysts forecast that Enbridge Inc will post 2.11 earnings per share for the current fiscal year.

Enbridge Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, August 14th will be given a dividend of $0.97 per share. This represents a $3.88 annualized dividend and a dividend yield of 7.7%. The ex-dividend date is Friday, August 14th. Enbridge’s dividend payout ratio is 147.06%.

Analyst Ratings Changes ENB has been the topic of a number of recent research reports. Weiss Ratings restated a “buy (b)” rating on shares of Enbridge in a research note on Wednesday. Royal Bank Of Canada boosted their price target on Enbridge from $79.00 to $84.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Raymond James Financial cut shares of Enbridge from an “outperform” rating to a “market perform” rating in a research note on Friday, July 31st. Canadian Imperial Bank of Commerce reaffirmed a “neutral” rating on shares of Enbridge in a report on Monday, May 11th. Finally, US Capital Advisors upgraded shares of Enbridge from a “hold” rating to a “moderate buy” rating in a research note on Thursday. Five research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $67.00.

Get Our Latest Research Report on ENB

Enbridge Company Profile (Free Report)

Enbridge Inc is a Calgary, Alberta–based energy infrastructure company that develops, owns and operates a diversified portfolio of energy transportation, distribution and generation assets. Its core activities include the operation of crude oil and liquids pipelines, natural gas transmission and distribution systems, and energy storage facilities. In addition to midstream transportation and storage, Enbridge has expanded into renewable power generation and energy transition projects, including wind, solar and utility-scale generation assets.

The company serves customers primarily in Canada and the United States and has interests in other international energy projects.

Read More Five stocks we like better than Enbridge VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over Want to see what other hedge funds are holding ENB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB).

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