CNX Resources (CNX) Research Report
CNX Resources (CNX) reported strong Q1 CY2026 results, beating revenue and EPS estimates with significant year-on-year growth and impressive EBITDA margins. Despite weak long-term revenue growth and a mediocre return on invested capital, the company demonstrates elite profitability, strong free cash flow generation, and a healthy balance sheet. StockStory analysts view CNX as a "Buy" due to its efficient business model and current valuation.
CNX Resources Corp stock (US20826F1057): strong Q1 earnings and valuation debate
CNX Resources Corp reported strong Q1 2026 earnings, significantly beating analyst expectations with an EPS of $1.28 against a $0.34 consensus. Despite this, the stock has seen a slight decline year-to-date, trading around $36.11, and carries a "Reduce" consensus analyst rating. The company's performance highlights effective operational execution and hedging strategies in a volatile natural gas market, yet valuation debates and broader market conditions continue to influence investor sentiment.
About Us | Cabling Installation & Maintenance - CNX Resources Corporation Common Stock (NYSE:CNX) Stock Quote
This page provides detailed stock information for CNX Resources Corporation (NYSE: CNX), including its current price, closing price, trading volume, and 52-week range. It also features a compilation of recent news articles and analyst insights related to the company's performance, earnings calls, and market position. Additionally, the page includes frequently asked questions about CNX's public trading status, exchange, ticker symbol, and market capitalization.
CNX Resources Corp stock (US20826F1057): Q1 earnings beat estimates by 30%
CNX Resources Corp reported Q1 2026 earnings that significantly exceeded expectations, with an EPS of $1.21 against a consensus of $0.93, marking a 30.11% positive surprise. The company, a key player in the Appalachian Basin natural gas sector, attributes this performance to robust production efficiency and strong demand. This financial strength positions CNX as an important investment for exposure to domestic natural gas markets.
CNX Resources (NYSE: CNX) director Lanigan awarded 5,568 restricted shares
CNX Resources director Bernard Lanigan Jr. was awarded 5,568 restricted stock units at a price of $0.00 per share. This compensation-related grant increases his direct ownership to 182,748 common shares. Lanigan also has indirect holdings through several entities, for some of which he disclaims beneficial ownership.
MFN Partners amends CNX ownership filing (CNX) confirming direct holdings
MFN Partners has filed an Amendment No. 3 to their Schedule 13G/A for CNX Resources Corporation (CNX), clarifying their direct ownership structure. The filing confirms that shares are directly held by MFN Partners, LP, with several affiliated entities and individuals listed as reporting persons. This administrative amendment updates identifying information and organizational details regarding their passive investment in CNX.
Compared to Estimates, CNX Resources (CNX) Q1 Earnings: A Look at Key Metrics
CNX Resources (CNX) reported strong Q1 2026 earnings, with revenue reaching $722.04 million, a 63.7% increase year-over-year, and EPS of $1.21. Both revenue and EPS surpassed Zacks Consensus Estimates by significant margins. Key metrics like average daily production and NGL sales volume also exceeded analyst expectations, indicating robust operational performance.
CNX Resources (NYSE: CNX) investors back board, pay plan and Ernst & Young
CNX Resources Corporation's shareholders voted on three key proposals at their Annual Meeting on May 7, 2026. Investors re-elected eight directors to one-year terms, ratified Ernst & Young LLP as the independent auditor for the fiscal year ending December 31, 2026, and approved the named executive officer compensation on an advisory basis. All proposals passed with significant shareholder support, as detailed in the company's 8-K filing.
CNX Resources (CNX) awards director 5,568 restricted stock units
CNX Resources director Robert Agbede was granted 5,568 common shares as restricted stock units at a price of $0.00 per share, an equity compensation award rather than a market purchase. Following this grant, Agbede directly owns 44,205 CNX shares, with the restricted units subject to vesting. This transaction, detailed in a Form 4 SEC filing, highlights an increase in his holdings without any selling activity reported.
Director at CNX Resources (NYSE: CNX) granted 9,048 common shares
CNX Resources director Maureen Lally-Green was granted 9,048 common shares on May 7, 2026, as a stock-based award with no cash cost. Following this transaction, her direct holdings in CNX total 178,625 shares, which include restricted stock units and deferred stock units. This grant is part of her equity compensation and not an open-market purchase.
CNX Resources Corporation. (NYSE:CNX) Receives Average Rating of "Reduce" from Analysts
CNX Resources Corporation (NYSE:CNX) has received a consensus "Reduce" rating from analysts, with an average 12-month price target of $35.67. Recent analyst actions have been mixed, including downgrades to "hold" and "underweight" ratings, alongside some price target increases and one "buy" upgrade. Insider stock sales have occurred, but institutional investors have significantly increased their holdings, now owning 95.16% of the company.
William N. Thorndike Jr. At CNX Resources Executes Options Exercise, Realizing $1.88M
William N. Thorndike Jr., a Director at CNX Resources (NYSE: CNX), exercised stock options for 83,097 shares valued at $1,876,687, as disclosed in an SEC filing on May 6. CNX Resources shares were down 2.13% at $35.77 on Thursday morning. The article also highlights CNX Resources' financial health, including strong revenue growth, high gross margins, and a balanced debt approach.
CNX Resources (NYSE:CNX) Director Sells $1,101,600.00 in Stock
CNX Resources (NYSE:CNX) Director William Thorndike Jr. sold 28,800 shares of CNX stock for $1,101,600.00, reducing his holding by 6.32%. The company's shares traded down at $36.55 with a market cap of $5.17 billion, and analysts have a "Reduce" consensus rating with a target price of $35.67. Despite the insider sale, several large institutional investors have increased their positions in CNX.
CNX Resources director William Thorndike Jr sells $1.1m in shares
William N. Thorndike Jr., a director at CNX Resources Corp (NYSE:CNX), sold approximately $1.1 million in common stock on May 4, 2026, after acquiring shares through exercising stock options of similar value on the same day. He sold 28,800 shares at an average price of $38.2481, while the stock traded at $36.55. Despite this individual sale, InvestingPro analysis indicates that CNX is undervalued and management has been actively buying back shares, showing confidence in the company.
CNX Resources (NYSE: CNX) director exercises 83,097 options and sells shares
CNX Resources director William N. Thorndike Jr. exercised stock options to acquire 83,097 common shares at $13.1857 per share and subsequently sold 28,800 shares in an open-market transaction for a weighted average price of $38.2481. Following these transactions, Thorndike Jr. holds 426,585 direct shares, which include 2,100 deferred stock units, and also maintains indirect interests through a trust and a third-party account. The insider trade involved a net sale of 28,800 shares totaling approximately $1.10 million.
Vanguard Group Inc. Has $496.27 Million Position in CNX Resources Corporation. $CNX
Vanguard Group Inc. reduced its stake in CNX Resources Corporation by 6.6% in the fourth quarter, now holding 13,496,574 shares valued at approximately $496.27 million. Institutional investors collectively own about 95.16% of the company, while recent insider sales have also been noted. Analyst sentiment for CNX Resources is mixed-to-negative, with an average rating of "Reduce" and a target price of $35.67.
CNX Resources Corp | 144: Notice of proposed sale of securities pursuant to Rule 144
This document is a formal notice (Form 144) regarding the proposed sale of securities of CNX Resources Corp. This filing is made pursuant to Rule 144 of the Securities Act of 1933, which permits the public resale of restricted and control securities if certain conditions are met.
[144] CNX Resources Corp SEC Filing
CNX Resources Corp (CNX) has filed a Form 144 with the SEC, indicating a proposed sale of 28,800 shares of common stock with an aggregate market value of $1,101,543.72. The shares were acquired on May 11, 2016, through a stock option exercise and are intended to be sold on May 4, 2026, through Merrill Lynch on the NYSE. The filing indicates a neutral sentiment and impact.
Universal Beteiligungs und Servicegesellschaft mbH Sells 27,237 Shares of CNX Resources Corporation. $CNX
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in CNX Resources Corporation by selling 27,237 shares, now owning 21,972 shares valued at approximately $813,000. Additionally, two CNX directors, Maureen Lally-Green and Bernard Lanigan Jr., executed substantial insider sales. Despite a strong Q1 earnings beat, CNX faces near-term headwinds from a convertible share offering and analysts maintain a "Reduce" rating with a mean price target of $35.67.
Capital Management Corp VA Has $12.96 Million Position in CNX Resources Corporation. $CNX
Capital Management Corp VA reduced its stake in CNX Resources (NYSE:CNX) by 10.5% in the fourth quarter, holding 352,323 shares valued at approximately $12.96 million. Despite strong Q1 earnings that significantly beat expectations, the stock faces near-term headwinds including dilution from convertible shares, recent insider sales, and analyst downgrades. Overall, institutional investors and hedge funds own a significant portion of CNX stock, though analyst ratings lean towards "Reduce" with an average price target of $35.67.
Analysts Offer Insights on Energy Companies: DT Midstream (DTM) and CNX Resources (CNX)
Barclays analysts have issued new ratings for two energy companies: DT Midstream (DTM) and CNX Resources (CNX). Analyst Theresa Chen maintained a Hold rating on DTM with a $143.00 price target, while Betty Jiang maintained a Sell rating on CNX with a $36.00 price target, noting its shares are near a 52-week high.
Truist Financial Maintains CNX Resources Corp(CNX.US) With Sell Rating, Maintains Target Price $35
Truist Financial has reiterated its "Sell" rating for CNX Resources Corp (CNX.US), maintaining its price target of $35. This indicates a continued bearish outlook from the firm regarding the company's stock performance.
Truist Financial Maintains CNX Resources Corp(CNX.US) With Sell Rating, Maintains Target Price $35
Truist Financial has reiterated its Sell rating on CNX Resources Corp (CNX.US) and maintained a target price of $35. This report indicates a continued cautious outlook from the firm regarding the company's stock performance.
Barclays Maintains CNX Resources Corp(CNX.US) With Sell Rating, Maintains Target Price $36
Barclays has reiterated its 'Sell' rating on CNX Resources Corp (CNX.US) and maintained a target price of $36. This indicates the analyst firm's continued bearish outlook on the company's stock performance.
CNX Resources Corporation (NYSE:CNX) Q1 2026 Earnings Call Transcript
CNX Resources Corporation discussed its Q1 2026 earnings, reporting an EPS of $1.21 against expectations of $0.93. Key topics included the continued development of its Utica program, hedging strategies for longer-term gas prices, and the company's outlook on increasing in-basin demand for natural gas in Appalachia. The call also touched on the positive refinancing of 2029 notes and the upcoming conversion of convertible notes.
Analysts Conflicted on These Energy Names: Expand Energy (EXE) and CNX Resources (CNX)
Analysts are divided on two energy companies, Expand Energy (EXE) and CNX Resources (CNX). UBS analyst Josh Silverstein issued a "Buy" rating for Expand Energy with a $135 price target, while Siebert Williams Shank & Co analyst Gabriele Sorbara maintained a "Hold" rating for CNX Resources with a $43 price target. Expand Energy currently has a "Strong Buy" consensus, whereas CNX Resources has a "Moderate Sell" consensus.
CNX puts first-quarter results online ahead of 10 a.m. ET Q&A
CNX Resources (NYSE: CNX) announced its first quarter 2026 financial and operational results, distributing supplemental materials on its investor website. These materials include prepared remarks, earnings results, E&P supplemental data, and financial statements. The company also confirmed a Q&A conference call held on April 30, 2026, at 10:00 a.m. ET, with access details provided on its Investor Relations page.
CNX Resources (NYSE: CNX) posts $348M profit on derivative gains and higher gas revenue
CNX Resources reported a net income of $348.1 million, or $2.18 per diluted share, for Q1 2026, a significant turnaround from a net loss of $197.7 million in the prior year. This profit was primarily driven by a substantial gain on commodity derivatives and increased natural gas, NGL, and oil revenue. The company also generated strong operating cash flow and actively managed its balance sheet through debt refinancing and share repurchases.
Earnings call transcript: CNX Resources Q1 2026 beats earnings expectations
CNX Resources reported impressive Q1 2026 results, significantly exceeding earnings and revenue forecasts, with EPS of $2.18 against an anticipated $0.93 and revenue of $786.65 million. Despite this strong financial performance and strategic initiatives like successful refinancing and hedging, the company's stock price saw a 2.06% premarket decline. Management remains optimistic about long-term in-basin demand growth for natural gas, particularly emphasizing the strategic positioning of its Utica and Marcellus operations, though regulatory uncertainty and demand timing present challenges.
CNX Resources Reports Q1 2026 Results: Full Earnings Call Transcript
CNX Resources discussed its Q1 2026 earnings, focusing on Utica development and continued emphasis on Marcellus due to infrastructure benefits, with a gradual increase in Utica development planned. The company remains on track with new tech business initiatives, awaiting final 45Z guidance, and successfully refinanced its 2029 notes to extend maturity profiles. Management expressed optimism regarding significant growth in Appalachian in-basin gas demand.
CNX Resources Corporation. $CNX Stock Position Decreased by Levin Capital Strategies L.P.
Levin Capital Strategies L.P. significantly reduced its stake in CNX Resources Corporation by 40% in the fourth quarter, selling 57,425 shares. This move aligns with some insider selling, although other institutional investors increased their positions. Despite beating quarterly earnings estimates, analysts maintain a "Reduce" rating for CNX Resources, with an average target price of $35.67.
DEP Signs Consent Orders With CNX Gas, Leatherwood LLC Requiring The Plugging Of 5 Conventional Coal Bed Methane Wells Prior To Longwall Coal Mining In Center Twp., Greene County
The Department of Environmental Protection (DEP) has signed consent orders with CNX Gas Company LLC and Leatherwood, LLC, mandating the plugging of five conventional coal bed methane wells before underground longwall mining begins in Center Township, Greene County. These orders facilitate the transfer of the wells from CNX Gas to Leatherwood for plugging. This action builds upon a 2019 consent order with CNX Gas related to prior violations and the required plugging of 141 coal bed methane and gas wells.
CNX Resources (NYSE: CNX) posts strong Q1 profit, refines 2026 cash flow outlook
CNX Resources reported strong first-quarter 2026 results, with net income of $348.1 million and diluted EPS of $2.18, driven by higher commodity revenue and hedging gains. The company generated $139 million in free cash flow in Q1 2026 and refined its full-year 2026 free cash flow outlook to $525–$550 million. Despite slightly lowering its 2026 adjusted EBITDAX guidance, CNX maintained its base capital spending plans and projected a realized loss of $193.2 million on financial hedges for the full year.
Vanguard Capital Management holds 5.06% of CNX Resources (NYSE: CNX)
Vanguard Capital Management has reported a beneficial ownership of 5.06% in CNX Resources (NYSE: CNX), equating to 7,195,421 shares of common stock as of March 31, 2026. This disclosure, made via a Schedule 13G filing, indicates Vanguard has sole power to dispose of all these shares and sole voting power for 1,060,729 shares. The filing is a standard institutional investor disclosure, suggesting a passive investment rather than an intent to influence company control.
CNX Resources Corp. Experiences Revision in Its Stock Evaluation Amid Strong Performance Metrics
CNX Resources Corp. has seen a revision in its stock valuation, with a P/E ratio of 12 and a price-to-book value of 1.38, indicating strong operational efficiency and profitability as evidenced by its ROCE of 11.68% and ROE of 11.95%. The company has significantly outperformed the S&P 500, delivering a 33.41% return over the past year and 152.22% over three years, demonstrating its competitive position within the oil industry despite mixed comparisons with peers. The article also provides details on its valuation metrics relative to competitors.
Vanguard Portfolio Management (NYSE: CNX) holds 7.29M shares, 5.13%
Vanguard Portfolio Management has reported a beneficial ownership of 7,288,701 shares, or 5.13%, of CNX Resources Corp as of March 31, 2026. This ownership is distributed across Vanguard funds and managed accounts, with Vanguard Portfolio Management LLC exercising dispositive power and limited voting power over a subset of these shares. The filing, a Schedule 13G, indicates a passive investment stance, typical of institutional index and fund ownership.
CNX Resources earnings ahead as Appalachia bet faces test
CNX Resources Corp. is set to report its first-quarter results, with analysts expecting earnings of 93 cents a share on revenue of $565.8 million, a sequential decline from the previous quarter. Despite improving sentiment and higher EPS estimates, Wall Street remains cautious, with a neutral rating and a mean price target below the current stock price. Investors will scrutinize management's justification for a premium valuation, progress on its New Tech business, and its strategy to capitalize on demand from AI data centers and LNG exports, especially under new CEO Alan Shepard.
Pennsylvania gives out $267M in energy- and emission-saving grants
Pennsylvania has awarded $267 million in grants for energy and emission-saving projects. CNX Green Ventures received $31.5 million of this funding to be used for boreholes and pipeline infrastructure at the Enlow Fork mine, with the goal of selling the captured methane.
BofA Securities Maintains CNX Resources Corp(CNX.US) With Sell Rating, Raises Target Price to $34
BofA Securities has reiterated its Sell rating on CNX Resources Corp (CNX.US) while simultaneously increasing its target price for the company's stock to $34. This update indicates a continued bearish outlook on the stock despite a higher price target.
Earnings Preview: CNX to Report Financial Results Pre-market on April 30
This article provides an earnings preview for CNX Resources (CNX), which is scheduled to report its financial results before the market opens on April 30. It includes details on the company's past earnings performance, analyst estimates for revenue and EPS, and recent price action.
Earnings Preview: CNX to Report Financial Results Pre-market on April 30
CNX Resources (CNX) is anticipated to release its Q1 2026 financial results pre-market on April 30. Analysts forecast earnings of $0.09 per share, a significant drop from $0.46 per share in the same quarter last year, despite revenue potentially rising to $422.36 million. The company has a history of outperforming EPS estimates and boasts strong analyst ratings with an average price target offering substantial upside.
CNX Marks First Full Year of Dynamic ESG Reporting with 2025 Sustainability Accomplishments
CNX (NYSE: CNX) has completed its first full year of dynamic ESG reporting, focusing on quarterly updates and continuous disclosures to enhance transparency. The company highlighted its 2025 sustainability achievements, including $4.0 million in CNX Foundation giving, 130+ community initiatives, and 64% local small-business spend, alongside expanded environmental and safety reporting. CNX's "Radical Transparency" approach also includes collecting and publicly posting over a million environmental data points and launching a micro-TIL philanthropic model.
CNX Marks First Full Year of Dynamic ESG Reporting with 2025 Sustainability Accomplishments
CNX Resources Corporation has highlighted its 2025 sustainability achievements, marking a full year of its dynamic ESG reporting model which includes quarterly ESG Performance Scorecards and continuously updated website disclosures. This approach emphasizes treating ESG metrics with the same rigor as financial data and showcases CNX's commitment to its Appalachia First strategy through Tangible, Impactful, and Local actions. The report details environmental stewardship, expanded "Radical Transparency," introduction of the "micro-TIL" community investment model, and ongoing workforce development initiatives.
CNX Resources Corp (NYSE:CNX) Shows High-Growth Momentum and Positive Technical Setup
CNX Resources Corp (NYSE:CNX) exhibits strong high-growth momentum, identified through ChartMill's High Growth Momentum (HGM) Rating and a positive technical setup. The company shows significant financial momentum with over 40% TTM EPS growth, substantial quarterly revenue surges, and consistent EPS beats. Technically, CNX is in a confirmed uptrend, forming a base between $39.00 and $43.62, suggesting a potential breakout.
CNX Resources (CNX) Projected to Post Quarterly Earnings on Thursday
CNX Resources (NYSE:CNX) is anticipated to report its Q1 2026 earnings before market open on Thursday, April 30th, with analysts projecting an EPS of $0.8120 and revenue of $552.717 million. This follows a strong Q4 2025 performance where the company beat estimates significantly with an EPS of $1.28 and revenue of $610.48 million. The stock currently trades around $38.50, holds a "Reduce" consensus rating from analysts, and has seen recent insider selling activity.
CNX Resources Corp stock (US1264081035): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is revolutionizing how retail investors access information on CNX Resources Corp (NYSE:CNX), delivering personalized, mobile-first financial content directly to their Google app feeds. This change prioritizes relevant insights on natural gas production, Marcellus Shale updates, and energy market shifts, helping investors make faster, informed decisions. The update emphasizes high-quality, E-E-A-T content, offering a significant advantage for those tracking CNX's operational efficiency and financial health.
CNX Resources Corp stock (US1264081035): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is revolutionizing how retail investors access financial insights on CNX Resources Corp (NYSE:CNX), prioritizing proactive, mobile-first content. This update tailors information on natural gas trends, production strategies, and financial metrics directly into users' Google app feeds, accelerating decision-making by delivering relevant data without the need for traditional searches. The article emphasizes how this shift benefits investors by providing timely, high-quality analysis on CNX's operational edge, market positioning, and ESG initiatives, fostering more informed and efficient investment strategies in a dynamic natural gas market.
CNX Resources Corp stock (US20826F1057): Is its Marcellus focus strong enough to unlock new upside?
CNX Resources Corp (US20826F1057) is highlighted as a key player in the U.S. natural gas sector due to its low-cost Marcellus Shale operations and efficient business model. The company's strategy focuses on maximizing value through disciplined capital, debt reduction, and share repurchases, positioning it well amidst growing LNG exports and the U.S. power sector's shift to gas. While risks like gas price volatility and pipeline bottlenecks exist, analysts generally view CNX favorably for its strong balance sheet and free cash flow generation.
Siebert Williams Shank Maintains CNX Resources Corp(CNX.US) With Hold Rating, Maintains Target Price $43
Siebert Williams Shank has reiterated its Hold rating on CNX Resources Corp (CNX.US), maintaining a target price of $43. This indicates the firm's continued neutral stance on the company's stock, expecting it to perform in line with the market.
Barclays Maintains CNX Resources Corp(CNX.US) With Sell Rating, Maintains Target Price $36
Barclays has reiterated its 'Sell' rating for CNX Resources Corp (CNX.US) and maintained a target price of $36. Analyst Betty Jiang, who holds a 49.8% success rate and 3.5% average return over the past year according to TipRanks, provided this latest rating. The information is intended for informational purposes only and not as investment advice.
