CNX Resources Lines Up $500 Million 5.875% Senior Notes Due 2034; Closing Expected Feb 26
CNX Resources has entered into a purchase agreement for a private offering of $500 million in 5.875% senior notes due 2034, with Wells Fargo Securities as the representative of the initial purchasers. The offering is expected to close around February 26, 2026, and the proceeds will be used for refinancing debt and general corporate purposes. This information is based on an SEC filing from February 18, 2026.
Assetmark Inc. Has $4.58 Million Holdings in CNX Resources Corporation. $CNX
Assetmark Inc. significantly decreased its stake in CNX Resources Corporation by 84.1% during the third quarter, reducing its holdings to 142,705 shares valued at $4.58 million. Despite this, other institutional investors like Mackenzie Financial Corp and AQR Capital Management LLC increased their positions substantially. The article also provides an overview of CNX Resources' recent price performance, earnings, and analyst ratings, noting a consensus "Reduce" rating for the stock.
CNX Resources to offer $500 million in senior notes due 2034
CNX Resources announced its plan to offer $500 million in senior notes due 2034 through a private placement. Concurrently, the natural gas producer is launching a tender offer to acquire its existing 6.000% senior notes due 2029, with a conditional redemption notice for any unpurchased 2029 notes. The proceeds from the new offering will be used to fund these obligations, highlighting CNX's active capital management strategies.
CNX Resources Corporation Announces Pricing of $500 Million of Senior Notes
CNX Resources Corporation announced the pricing of $500 million of 5.875% senior notes due 2034, offered at face value. The company plans to use the proceeds to purchase or redeem its outstanding 6.000% senior notes due 2029 through a tender offer and subsequent redemption, if necessary. CNX is an Appalachia-based natural gas development, production, midstream, and technology company with 9.7 trillion cubic feet equivalent of proved natural gas reserves as of December 31, 2025.
CNX Resources announces tender offer for 6.000% senior notes due 2029
CNX Resources Corporation has announced a cash tender offer to purchase all of its outstanding 6.000% Senior Notes due 2029, offering $1,016.10 per $1,000 principal amount plus accrued interest. The tender offer is contingent on a new notes offering and expires on February 23, 2026, with a conditional redemption planned for any unpurchased notes on March 19, 2026. This follows the company's strong Q4 2025 earnings and plans for a private placement of $500 million in new senior notes due 2034.
Gas producer CNX lines up $500M deal to replace 2029 debt
CNX Resources plans to privately offer $500 million in senior notes due 2034 to fund a tender offer and conditional redemption of its 6.000% senior notes due 2029. This debt management strategy is aimed at optimizing its maturity profile. The offering is subject to market conditions and will be sold to qualified institutional buyers, with CNX potentially drawing on its revolving credit facility if proceeds are insufficient.
CNX Resources Corporation Announces Private Offering of $500 Million of Senior Notes
CNX Resources Corporation announced a private offering of $500 million in senior notes due 2034. Concurrently, the company launched a tender offer to purchase its 6.000% senior notes due 2029 and issued a conditional notice to redeem any remaining 2029 notes not acquired through the tender offer. The net proceeds from the new senior notes will be used to fund these transactions.
CNX Resources Corp (NYSE:CNX) Fits a Proven Growth Investing Framework
CNX Resources Corp (NYSE:CNX) has been identified as a strong growth prospect based on Louis Navellier's "The Little Book That Makes You Rich" framework. The company shows positive earnings revisions and surprises, strong sales and EPS growth, and increasing profitability and cash flow. While demonstrating robust growth, investors are advised to consider the company's financial health, particularly its debt levels and liquidity, and the impact of commodity price cycles.
Investors Shouldn't Be Too Comfortable With CNX Resources' (NYSE:CNX) Earnings
CNX Resources' recent robust earnings report failed to significantly move its stock, as analysis suggests that shareholders are concerned about the quality of the earnings. A substantial portion of the reported profit, US$97m, was attributed to unusual items, which are typically non-recurring and may lead to weaker future profits if not sustained by business growth. The company did show improvement by returning to profitability this year after a loss last year, but the article advises looking beyond statutory profit due to these unusual items.
LSV Asset Management Sells 40,400 Shares of CNX Resources Corporation. $CNX
LSV Asset Management reduced its stake in CNX Resources Corporation (NYSE:CNX) by 6.0% in the third quarter, selling 40,400 shares and holding 632,500 shares valued at $20.32 million. Other institutional investors also adjusted their positions in CNX, which saw its stock trading up 3.4% and reported strong quarterly earnings of $1.28 EPS, significantly beating analyst estimates. Analysts currently have a "Reduce" rating on CNX Resources with an average price target of $36.00.
CNX Resources Corp Is Quietly Pumping Profits – Are You Sleeping On This Stock?
This article evaluates CNX Resources Corp (CNX), a natural gas and energy company, suggesting it's an under-the-radar investment opportunity compared to more publicized meme stocks. It delves into CNX's stock performance, business model focused on shale gas production and shareholder returns, and its risk profile tied to commodity prices and regulation. The piece also compares CNX to EQT Corporation, highlighting CNX's potential for "surprise" re-rates due to its lower profile.
CNX Resources Corp Is Quietly Pumping Profits – Are You Sleeping On This Stock?
CNX Resources Corp is presented as an under-the-radar natural gas player that has been generating significant cash flow and stock gains. The article discusses its business model focused on shale gas production and shareholder returns, while also addressing its risk profile tied to commodity prices and regulation. It compares CNX with competitors like EQT Corporation, suggesting it's a "cop" for investors seeking real assets and willing to tolerate commodity swings, rather than a "drop."
CNX Resources Corp SEC 10-K Report
CNX Resources Corporation has released its 2025 Form 10-K report, detailing its financial and operational performance as a natural gas development and production company in the Appalachian Basin. The report highlights operational focus, sales volumes, proved reserves, recent acquisition activity, and strategic initiatives in debt and capital management, along with detailing market, operational, regulatory, and emerging risks. The company plans continued expansion of shale operations and midstream capabilities in 2026, while also exploring environmental attributes for revenue generation.
CNX Resources (NYSE:CNX) Stock Price Crosses Above Two Hundred Day Moving Average - Here's Why
CNX Resources (NYSE:CNX) stock price recently crossed above its two hundred day moving average, reaching $39.01 after trading as high as $40.02. The company reported strong quarterly earnings, significantly beating analyst estimates with $1.28 EPS against an expected $0.34 and revenue of $610.48 million. Despite mixed analyst ratings, with an average "Reduce" recommendation, hedge funds have been adjusting their holdings in the natural gas and natural gas liquids producer.
APA, CNX Resources on the rise even as Barclays cuts to sell equivalent
APA (APA) and CNX Resources (CNX) saw their stock prices rise despite Barclays downgrading both companies to "Underweight" (sell equivalent) from "Equal Weight." This indicates a disconnect between analyst sentiment and market performance for these energy companies.
Capital Management Corp VA Acquires 32,404 Shares of CNX Resources Corporation. $CNX
Capital Management Corp VA increased its stake in CNX Resources (NYSE:CNX) by 9.0% in the third quarter, acquiring an additional 32,404 shares to hold a total of 393,671 shares valued at $12.645 million. This makes CNX 2.0% of their portfolio. Despite CNX Resources reporting strong Q4 results that beat analyst estimates, its stock experienced a sell-off due to flat 2026 guidance and a plan to hedge a significant portion of its 2027 production, which has led to a cautious outlook from analysts.
Analysts Are Neutral on Top Energy Stocks: Valero Energy (VLO), CNX Resources (CNX)
Analysts have issued neutral ratings for Valero Energy (VLO) and CNX Resources (CNX), indicating a balanced outlook for these energy stocks. Mizuho Securities maintained a Hold rating on Valero Energy with a $197.00 price target, while Scotiabank maintained a Hold rating on CNX Resources with a $44.00 price target. The consensus for Valero Energy is a Moderate Buy with a slight downside, and for CNX Resources, a Moderate Sell with a -5.0% downside.
Analysts Are Neutral on Top Energy Stocks: Valero Energy (VLO), CNX Resources (CNX)
Analysts have issued neutral ratings for Valero Energy (VLO) and CNX Resources (CNX), indicating a balanced outlook for these energy stocks. Valero Energy received a Hold rating from Mizuho Securities with a $197.00 price target, while CNX Resources received a Hold rating from Scotiabank with a $44.00 price target. The consensus for Valero is a Moderate Buy, while for CNX Resources, it's a Moderate Sell.
Analysts Are Neutral on Top Energy Stocks: Valero Energy (VLO), CNX Resources (CNX)
Analysts are maintaining neutral ratings on Valero Energy (VLO) and CNX Resources (CNX), indicating a balanced outlook on these energy stocks. Valero Energy received a Hold rating from Mizuho Securities with a $197.00 price target, while Valero's consensus remains a Moderate Buy. CNX Resources also received a Hold rating from Scotiabank with a $44.00 price target, with an overall Street consensus of Moderate Sell.
Analysts Offer Insights on Energy Companies: Liberty Oilfield Services (LBRT) and CNX Resources (CNX)
Analysts from Morgan Stanley and Mizuho Securities have provided insights into Liberty Oilfield Services and CNX Resources. Morgan Stanley reiterated a Buy rating on Liberty Oilfield Services with a $30.00 price target, while Mizuho Securities maintained a Hold rating on CNX Resources with a $43.00 price target. The article highlights analyst consensus and individual analyst performance for both companies.
AlphaQuest LLC Boosts Stake in CNX Resources Corporation. $CNX
AlphaQuest LLC significantly increased its stake in CNX Resources Corporation by 5,703.1% in Q3 2025, now holding shares worth approximately $2.02 million. This increase occurred despite CNX's strong Q4 performance being met with a market sell-off due to flat 2026 production guidance and high hedging targets for 2027. Wall Street analysts currently have a "Reduce" consensus rating for CNX, with a target price around $35.90.
CNX: Barclays Maintains Rating and Raises Price Target to $35
Barclays has maintained its 'Underweight' rating on CNX Resources but increased its price target from $34.00 to $35.00. This adjustment follows several other recent analyst updates, with some firms raising price targets while maintaining 'Underweight' or 'Neutral' ratings, and one upgrading to 'Neutral'. The average analyst price target suggests a potential downside from the current stock price, and GuruFocus estimates the fair value (GF Value) to also be lower than the current market price.
CNX Resources Corporation (NYSE:CNX) Q4 2025 Earnings Call Transcript
CNX Resources Corporation discussed its Q4 2025 earnings, reporting EPS of $0.68 against expectations of $0.40. The company addressed its capital expenditure and production strategy, focusing on a front-half weighted capital program for 2026 and maintaining a flat production profile. Executives also provided updates on its Utica program, the RMG business, and long-term natural gas market outlook amidst challenging regulatory and infrastructure environments in Appalachia.
Analysts Offer Insights on Energy Companies: Boss Energy (OtherBQSSF), CNX Resources (CNX) and Cenovus Energy (CVE)
This article summarizes recent analyst ratings for three energy companies: Boss Energy (BQSSF), CNX Resources (CNX), and Cenovus Energy (CVE). Boss Energy received a Sell rating from Goldman Sachs and a Hold consensus with a projected downside. CNX Resources received a Hold rating from Roth MKM and a Moderate Sell consensus. Cenovus Energy received a Buy rating from Goldman Sachs and a Strong Buy consensus, indicating an upside potential.
Barclays Maintains CNX Resources Corp(CNX.US) With Sell Rating, Raises Target Price to $35
Barclays analyst Betty Jiang has maintained a "Sell" rating on CNX Resources Corp (CNX.US) while increasing the target price from $34 to $35. The analyst has a 41.9% success rate and a -1.8% average return over the past year, according to TipRanks data. This information is intended for informational purposes only and does not constitute investment advice.
CNX Resources Corporation. (NYSE:CNX) Given Consensus Recommendation of "Reduce" by Analysts
CNX Resources Corporation (NYSE:CNX) has received a consensus "Reduce" rating from fourteen analysts, with an average 12-month price target of $35.80. This sentiment comes despite the company reporting a significant beat in its Q4 earnings, with EPS of $1.28 against an expected $0.34 and a 347% year-over-year revenue increase. The mixed market response and analyst ratings suggest investors are awaiting further details on production, capital expenditure, and cash-return priorities.
Earnings Summary: CNX Resources Q4
CNX Resources (NYSE: CNX) announced its Q4 earnings on January 29, 2026, reporting an EPS of $0.67, which significantly beat the estimated $0.36 by 86.0%. The company's revenue also increased by $33.00 million compared to the same period last year. In the previous quarter, beating EPS led to a 3.0% increase in share price the following day.
Siebert Williams Shank Maintains CNX Resources Corp(CNX.US) With Hold Rating, Maintains Target Price $38
Siebert Williams Shank analyst Gabriele Sorbara has reiterated a "Hold" rating for CNX Resources Corp (CNX.US), maintaining a target price of $38. According to TipRanks data, this analyst has a 52.7% success rate and an average return of 15.9% over the past year. The report highlights that this information is for informational purposes only and does not constitute investment advice.
CNX Resources Q4 2025 slides: FCF streak continues, share buybacks accelerate
CNX Resources (NYSE:CNX) reported exceptional Q4 2025 results, significantly exceeding revenue and EPS forecasts, driven by its 24th consecutive quarter of positive free cash flow, reaching $132 million. The company announced an additional $2 billion share repurchase authorization, bolstering its capital allocation strategy, and highlighted strong environmental performance with methane capture efforts. CNX anticipates continued financial strength in 2026, projecting $550 million in free cash flow and a leverage ratio improvement.
CNX Resources (NYSE:CNX) Issues Earnings Results, Beats Estimates By $0.94 EPS
CNX Resources (NYSE:CNX) reported strong earnings results, exceeding analyst estimates by $0.94 per share. The oil and gas producer achieved $1.28 EPS and revenue of $610.48 million, a significant year-over-year increase. The company is front-loading its 2026 capital expenditures and aims for an 80% hedged position for 2027 to ensure strong performance.
CNX Resources Corporation. (CNX) Q4 Earnings and Revenues Surpass Estimates
CNX Resources Corporation (CNX) reported Q4 earnings of $0.68 per share, exceeding the Zacks Consensus Estimate of $0.40 and last year's $0.57. The company also surpassed revenue expectations, posting $419 million against an anticipated $386 million. Despite these beats, the stock has underperformed the S&P 500 year-to-date, and Zacks currently rates it a "Sell."
CNX Resources stock falls 3.6% despite strong Q4 earnings beat By Investing.com
CNX Resources Corporation (NYSE:CNX) reported fourth-quarter 2025 earnings and revenue that significantly exceeded analyst expectations, yet its shares fell 3.6% in pre-market trading. The company posted adjusted EPS of $1.28 and revenue of $610.48 million, both well above estimates, and generated $132 million in free cash flow, marking its 24th consecutive quarter of FCF generation. CNX also increased its share repurchase authorization by an additional $2 billion, demonstrating confidence in its financial strategy.
Piper Sandler Maintains CNX Resources Corp(CNX.US) With Sell Rating, Raises Target Price to $25
Piper Sandler analyst Mark Lear has reiterated a "sell" rating on CNX Resources Corp (CNX.US), while adjusting the target price upwards from $24 to $25. Lear's performance shows a 52.2% success rate and a 3.0% average return over the past year, according to TipRanks data. The rating and target price adjustment are based on an independent third-party analysis.
Siebert Williams Shank Maintains CNX Resources Corp(CNX.US) With Hold Rating, Raises Target Price to $38
Siebert Williams Shank analyst Gabriele Sorbara has maintained a "Hold" rating for CNX Resources Corp (CNX.US), while simultaneously increasing the target price from $32 to $38. According to TipRanks, the analyst has a 52.7% success rate and an average return of 15.9% over the last year. The article emphasizes that this information is for informational purposes only and does not constitute investment advice.
CNX Resources Stock: Quiet Outperformance Hiding in Plain Sight
CNX Resources has demonstrated quiet but strong outperformance amidst broader market trends, with its stock showing consistent gains over the short and medium term, significantly outpacing broader energy benchmarks. The company's strategy focuses on free cash flow generation, capital discipline, and debt reduction rather than aggressive growth, which has resonated with investors despite a cautious stance from some Wall Street analysts. This approach positions CNX as a potentially durable cash generator in the natural gas sector.
CNX Resources' (NYSE:CNX) Investors Will Be Pleased With Their Splendid 189% Return Over the Last Five Years
CNX Resources Corporation (NYSE:CNX) has delivered an impressive 189% return to its investors over the last five years, with a recent gain of 12% in the last three months. This strong performance is attributed to the company becoming profitable during this period, signifying a significant inflection point. Insiders have also been buying shares, further suggesting confidence in the company's trajectory.
QRG Capital Management Inc. Cuts Stake in CNX Resources Corporation. $CNX
QRG Capital Management Inc. significantly reduced its stake in CNX Resources Corporation by 81.1% in Q3, selling 67,867 shares and retaining 15,841 shares valued at $509,000. Despite this, institutional investors collectively own 95.16% of the company. CNX Resources reported strong Q3 earnings, exceeding expectations with EPS of $0.46 and revenue of $423 million, but analysts currently maintain a "Reduce" consensus rating with a $35.67 price target.
Barclays Maintains CNX Resources Corp(CNX.US) With Sell Rating, Maintains Target Price $34
Barclays has reiterated its 'Sell' rating for CNX Resources Corp (CNX.US) and maintained its target price at $34. Analyst Betty Jiang, who made the recommendation, has a 41.9% success rate and a -1.8% average return over the past year, according to TipRanks data. This information is intended for educational purposes and does not constitute investment advice.
CNX Resources (CNX) Expected to Announce Quarterly Earnings on Thursday
CNX Resources (NYSE:CNX) is anticipated to release its Q4 2025 earnings before market open on Thursday, January 29th, with analysts projecting EPS of $0.34 and revenue of $422.65 million. The company exceeded expectations in Q3 2025, reporting $0.46 EPS against an estimated $0.37, and revenue of $423 million, a 37.6% year-over-year increase. Despite strong past performance, the stock currently holds an average analyst rating of "Reduce" with a consensus price target of $35.10.
APA Corp. and CNX Resources Downgraded by Barclays with Price Targets of $24 and $34
Barclays has downgraded APA Corp. and CNX Resources from Equal Weight to Underweight, setting new price targets of $24 and $34, respectively. The downgrade for APA is based on an expected compression of gas marketing gains due to narrowing Waha dislocations and weaker global LNG prices, as well as a lower free cash yield in the Permian Basin. For CNX, the downgrade reflects concerns about its inventory duration and the unproven nature of its deep Utica play.
Barclays cuts APA Corp, CNX as it sees lower oil and gas prices
Barclays has downgraded APA Corporation and CNX Resources to Underweight due to expectations of lower oil and gas prices. The firm cut its Henry Hub gas price forecasts for 2026 and 2027 and also trimmed its 2026 WTI oil forecast, citing commodity uncertainty and a potential global oil supply overhang. Barclays also reinstated Occidental at Equal Weight, noting its debt reduction post-divestiture, but expects cash returns to remain limited until 2029.
Earnings Preview: CNX Resources Corporation. (CNX) Q4 Earnings Expected to Decline
CNX Resources Corporation (CNX) is expected to report a year-over-year decline in Q4 earnings despite higher revenues. The Zacks Consensus Estimate projects earnings of $0.33 per share, a 42.1% decrease, on revenues of $392.01 million, up 1.6%. While the Most Accurate Estimate is higher than the consensus, suggesting analyst bullishness, the company's Zacks Rank #5 makes a conclusive prediction of an earnings beat difficult.
APA, CNX Resources on the rise even as Barclays cuts to sell equivalent
This article mentions that APA and CNX Resources are seeing a rise in stock value despite Barclays downgrading their ratings to sell equivalent. The article title implies a discrepancy between analyst ratings and market performance for these companies.
Barclays Downgrades CNX Resources Corp(CNX.US) to Sell Rating, Maintains Target Price $34
Barclays analyst Betty Jiang has downgraded CNX Resources Corp (CNX.US) to a sell rating while maintaining a target price of $34. According to TipRanks data, Jiang has a 41.9% success rate and an average return of -1.8% over the past year. TipRanks provides independent analysis of financial analysts' recommendations, including success rates and average returns.
CNX Resources (NYSE:CNX) Given Underweight Rating at Barclays
Barclays has reiterated an "underweight" rating for CNX Resources (NYSE:CNX). The consensus among analysts is a "Reduce" rating with an average price target of $34.70, which implies a potential downside from its recent open price of $36.62. CNX Resources recently exceeded quarterly earnings estimates and has a market capitalization of approximately $4.94 billion.
CNX Resources (CNX) Downgraded to Underweight by Barclays | CNX Stock News
Barclays has downgraded CNX Resources (CNX) to "Underweight" from "Equal-Weight" on January 21, 2026, with analyst Betty Jiang making the change without an updated price target. This downgrade comes amidst varying analyst opinions in recent months, with some maintaining or upgrading ratings and increasing price targets, while others like Morgan Stanley previously lowered their target. Despite the downgrade, the average target price from 13 analysts suggests a modest downside from its current price, and the consensus brokerage recommendation remains a "Hold."
CNX Resources (NYSE:CNX) Lowered to "Strong Sell" Rating by Zacks Research
Zacks Research has downgraded CNX Resources (NYSE:CNX) from a "hold" to a "strong sell" rating. Despite this, the company recently beat quarterly EPS estimates with a 37.6% year-over-year revenue increase, and institutional ownership remains high at over 95%. The average analyst rating for CNX is "Reduce" with an average price target of $34.70.
CNX Resources (NYSE:CNX) Stock Price Crosses Above 200 Day Moving Average - Time to Sell?
CNX Resources (NYSE:CNX) saw its stock price cross above its 200-day moving average, reaching $36.18, though it remains below its 50-day moving average. Analyst sentiment is mixed, with a "Reduce" consensus rating and a $34.70 price target, despite recent upgrades and increased individual targets from some firms. The company reported strong Q3 earnings, beating estimates and showing a 37.6% year-over-year revenue increase, with significant institutional ownership.
March 20th Options Now Available For CNX Resources
New options for CNX Resources (CNX) with a March 20th expiration date are now available. BNK Invest's YieldBoost formula identified a put contract at a $35.00 strike price and a call contract at a $36.00 strike price, both offering potential benefits for investors. The article details the potential returns and risks associated with selling these contracts, including how they compare to the current stock price and their implied volatility.
DEP: Report Submitted By CNX Gas Company/ Consol Coal Company On Cleanup Of A Major Shale Gas Wastewater Spill In Morris Twp., Greene County Failed To Show It Met Act 2 Cleanup Standards
The DEP has issued a technical deficiency letter to CNX Gas Company and Consol Pennsylvania Coal Company, stating their cleanup report for a major shale gas wastewater spill in Greene County failed to prove compliance with Act 2 remediation standards. The spill, involving 14.3 acres, occurred in May 2024 due to a punctured pipeline. The companies have 60 days to address the deficiencies, which include insufficient groundwater monitoring and the report's draft status.