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Do Greater Rewards Await Enterprise Products' Unit Holders?

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Key Takeaways

  • EPD has repurchased $239M in units over 12 months, totaling $1.2B under its buyback program.
  • Buybacks enhance unitholder value by increasing their share of EPD's earnings and cash flow.
  • EPD expects more free cash flow in 2025 as major capital projects wrap up and spending declines.

Enterprise Products Partners (EPD - Free Report) , through its unit buyback program, continues to return capital to unitholders. The partnership’s total buyback through the 12 months ending March 2025 has reached $239 million, resulting in a cumulative repurchase of approximately $1.2 billion under its buyback program. This underscores the partnership’s strong confidence in creating long-term value from its business, thereby enhancing returns for unitholders.  

With the market undervaluing Enterprise Products’ units, allocating capital for buying back its own units is a smart move for the partnership. Thus, the remaining units are getting a bigger share of the partnership’s earnings and cash flow, which is highly favorable for existing investors.

EPD anticipates generating additional free cash flow starting next year. This is primarily due to the completion of some key capital projects currently under construction, which, in turn, will lower the annual growth in capital expenditures. With more capital becoming available, Enterprise Products will likely allocate a greater amount of money for repurchases, thereby accelerating capital returns.

Are KMI & WMB Also Rewarding Investors Handsomely?

Kinder Morgan (KMI - Free Report) and Williams (WMB - Free Report) are also leading midstream energy players, thereby are less vulnerable to oil and gas price volatility. Despite their stable business models, both KMI and WMB currently reward investors with lower dividend yields than the industry’s composite stocks.

Kinder Morgan’s current dividend yield is 4.13%, lower than the industry’s 5.20% yield. Williams’ current dividend yield is 3.3%.

EPD’s Price Performance, Valuation & Estimates

Units of EPD have gained 14.1% over the past year, surpassing the 13.2% improvement of the composite stocks belonging to the industry.

One-Year Price Chart

Zacks Investment Research Image Source: Zacks Investment Research

From a valuation standpoint, EPD trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 10.00x. This is below the broader industry average of 11.39x.

Zacks Investment Research Image Source: Zacks Investment Research

The Zacks Consensus Estimate for EPD’s 2025 earnings hasn’t been revised over the past seven days. It currently carries a Zacks Rank #4 (Sell).  

Zacks Investment Research Image Source: Zacks Investment Research

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


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Williams Companies, Inc. (The) (WMB) - free report >>

Enterprise Products Partners L.P. (EPD) - free report >>

Kinder Morgan, Inc. (KMI) - free report >>

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