Enbridge Inc $ENB Shares Sold by Shell Asset Management Co.

Shell Asset Management Co. decreased its position in shares of Enbridge Inc (NYSE:ENB) (TSE:ENB) by 45.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 112,346 shares of the pipeline company’s stock after selling 92,515 shares during the period. Enbridge accounts for approximately 0.6% of Shell Asset Management Co.’s portfolio, making the stock its 18th biggest holding. Shell Asset Management Co.’s holdings in Enbridge were worth $5,669,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the company. IHT Wealth Management LLC increased its holdings in shares of Enbridge by 1.2% in the 2nd quarter. IHT Wealth Management LLC now owns 18,084 shares of the pipeline company’s stock valued at $820,000 after acquiring an additional 213 shares during the period. HBK Sorce Advisory LLC grew its position in Enbridge by 1.8% during the 3rd quarter. HBK Sorce Advisory LLC now owns 12,424 shares of the pipeline company’s stock worth $609,000 after purchasing an additional 215 shares during the last quarter. Copperleaf Capital LLC grew its position in Enbridge by 3.6% during the 3rd quarter. Copperleaf Capital LLC now owns 6,328 shares of the pipeline company’s stock worth $319,000 after purchasing an additional 217 shares during the last quarter. South Plains Financial Inc. increased its stake in Enbridge by 13.2% in the second quarter. South Plains Financial Inc. now owns 1,887 shares of the pipeline company’s stock valued at $85,000 after purchasing an additional 220 shares during the period. Finally, AdvisorNet Financial Inc raised its holdings in shares of Enbridge by 2.9% in the third quarter. AdvisorNet Financial Inc now owns 7,824 shares of the pipeline company’s stock valued at $395,000 after buying an additional 221 shares during the last quarter. 54.60% of the stock is owned by institutional investors and hedge funds.

Enbridge News Roundup

Here are the key news stories impacting Enbridge this week:

• Positive Sentiment: Record 2025 results and reaffirmed guidance — Enbridge posted record full‑year earnings of CAD $7.1B (≈$3.23/sh) for 2025 and reiterated its 2026 financial guidance, while growing secured backlog to $39B, supporting longer‑term cash‑flow visibility. Read More.
• Positive Sentiment: Quarterly beat — Q4 results topped estimates on both earnings and revenue, driven by stronger gas and liquids volumes from higher power and nat‑gas demand, which analysts point to as the main driver of the beat. Read More.
• Positive Sentiment: Market reaction to strong metrics — Detailed releases show EPS and revenue upside versus consensus (company materials and analyst writeups), which is encouraging for near‑term earnings expectations and supports the dividend/cash‑flow story. Read More.
• Positive Sentiment: Unusual bullish options activity — Large call buying (≈81,448 calls, ~3,399% above typical daily call volume) suggests speculative or hedged bullish positioning that can add short‑term buying pressure.
• Neutral Sentiment: Regulatory/filing housekeeping — Enbridge filed its 2025 Form 10‑K, audited financials and set a virtual shareholder meeting; standard disclosure that reduces information uncertainty. Read More.
• Neutral Sentiment: Analyst commentary mixed on longer‑term crude vs. gas dynamics — Some coverage highlights higher dividend potential and Q4 tailwinds from nat‑gas but mixed sentiment remains around crude volume headwinds. Read More.
• Negative Sentiment: Potential competitive headwind from rising crude imports — Reports note increased Venezuelan oil headed to the U.S. Gulf Coast could pressure some crude flows and midstream volumes; management says it’s unfazed, but rising imports are a risk to watch for pipeline throughput. Read More.

Analyst Upgrades and Downgrades

ENB has been the topic of a number of research reports. National Bank Financial reissued a “sector perform” rating on shares of Enbridge in a report on Monday, November 10th. Zacks Research upgraded Enbridge from a “strong sell” rating to a “hold” rating in a research note on Monday, December 29th. Weiss Ratings raised Enbridge from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, February 9th. JPMorgan Chase & Co. downgraded Enbridge from an “overweight” rating to a “neutral” rating in a report on Tuesday, January 27th. Finally, BMO Capital Markets reissued a “market perform” rating on shares of Enbridge in a research note on Monday, November 10th. Six investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $63.00.

Enbridge Stock Up 3.9%

ENB opened at $53.86 on Friday. The company has a debt-to-equity ratio of 1.64, a current ratio of 0.80 and a quick ratio of 0.68. Enbridge Inc has a 12 month low of $39.73 and a 12 month high of $54.20. The stock has a market capitalization of $117.52 billion, a P/E ratio of 23.42 and a beta of 0.69. The business has a 50 day simple moving average of $47.96 and a 200-day simple moving average of $47.97.

Enbridge (NYSE:ENB) (TSE:ENB) last released its quarterly earnings data on Friday, February 13th. The pipeline company reported $0.63 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.60 by $0.03. Enbridge had a return on equity of 10.51% and a net margin of 9.20%.The firm had revenue of $17.18 billion during the quarter, compared to analysts’ expectations of $9.10 billion. During the same quarter in the prior year, the business posted $0.75 earnings per share. On average, equities analysts anticipate that Enbridge Inc will post 2.14 earnings per share for the current fiscal year.

Enbridge Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Sunday, March 1st. Stockholders of record on Tuesday, February 17th will be issued a $0.97 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $3.88 dividend on an annualized basis and a dividend yield of 7.2%. This is a boost from Enbridge’s previous quarterly dividend of $0.94. Enbridge’s payout ratio is 147.80%.

About Enbridge

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.