Tocqueville Asset Management L.P. Takes $34.55 Million Position in National Fuel Gas Company $NFG
Tocqueville Asset Management L.P. has acquired a significant stake in National Fuel Gas Company, purchasing 447,498 shares valued at approximately $34.55 million in the second quarter. This move makes Tocqueville Asset Management a 0.47% owner of National Fuel Gas. The company reported strong quarterly earnings, beating analyst EPS expectations, and increased its quarterly dividend, reflecting a 2.7% yield.
Great Lakes Advisors LLC Takes Position in National Fuel Gas Company $NFG
Great Lakes Advisors LLC has acquired a new position in National Fuel Gas Company (NYSE:NFG), purchasing 79,464 shares valued at approximately $4.41 million during the second quarter. Other institutional investors have also adjusted their holdings in NFG, with 73.96% of the stock currently owned by institutional investors. National Fuel Gas recently reported strong earnings, beating consensus estimates, and increased its quarterly dividend.
NFG6410278 Bond Profile — Key Metrics
This article provides key metrics for the NFG6410278 bond, issued by National Fuel Gas Co. It details the bond's coupon rate, issue and maturity dates, outstanding amount, and face value. The profile also includes a brief overview of National Fuel Gas Co.'s operations and segments.
Energy Income Partners LLC Acquires Shares of 2,995,843 National Fuel Gas Company $NFG
Energy Income Partners LLC has acquired a new position of 2,995,843 shares in National Fuel Gas Company (NYSE:NFG), valued at approximately $231.3 million, making it their 5th largest holding. Other institutional investors like BlackRock Inc., State Street Corp, and AQR Capital Management LLC have also significantly invested in the oil and gas producer. The company recently announced a quarterly dividend increase to $0.555 per share, representing a $2.22 annualized dividend and a 2.7% yield.
Foster & Motley Inc. Invests $6.04 Million in National Fuel Gas Company $NFG
Foster & Motley Inc. has acquired a new stake worth approximately $6.04 million in National Fuel Gas Company (NYSE:NFG), purchasing 78,230 shares during the second quarter. Other institutional investors have also adjusted their positions in the company, with 73.96% of the stock currently held by hedge funds and institutional investors. National Fuel Gas recently increased its quarterly dividend to $0.555 and reported earnings per share of $1.54, surpassing consensus estimates.
1,012,957 Shares in National Fuel Gas Company $NFG Acquired by Equity Investment Corp
Equity Investment Corp has acquired a new position of 1,012,957 shares in National Fuel Gas Company (NYSE:NFG), valued at approximately $78.21 million. This acquisition makes Equity Investment Corp own 1.07% of National Fuel Gas. Other institutional investors have also adjusted their holdings in NFG, which recently announced an increased quarterly dividend of $0.555 per share.
National Fuel Gas (NFG) Files A Shelf Registration, Is It Still 9% Undervalued?
National Fuel Gas (NFG) has filed an omnibus shelf registration to enhance its capital-raising flexibility. The company is currently considered 9.4% undervalued with a fair value of $92, driven by projected growth, improved capital efficiency, and higher future earnings. Despite this, NFG faces challenges from decarbonization policies and rising electrification, which could impact long-term gas demand.
Flputnam Investment Management Co. Invests $2.24 Million in National Fuel Gas Company $NFG
Flputnam Investment Management Co. recently acquired a new stake in National Fuel Gas Company (NYSE:NFG) worth approximately $2.24 million, purchasing 28,957 shares. Institutional investors collectively own 73.96% of the company, which recently exceeded quarterly earnings expectations and increased its dividend. Analysts currently rate NFG with a "Moderate Buy" and an average price target of $105.50.
National Fuel Gas Company Revenue Breakdown – NYSE:NFG
National Fuel Gas Company (NYSE: NFG) generated $2.28 billion USD in revenue last year, with its Integrated Upstream and Gathering segment being the top performer, contributing $1.18 billion USD. The company's entire revenue was derived from operations within the United States.
22,282 Shares in National Fuel Gas Company $NFG Purchased by HBK Sorce Advisory LLC
HBK Sorce Advisory LLC recently acquired 22,282 shares of National Fuel Gas Company (NYSE:NFG) during the second quarter, a stake valued at approximately $1.76 million. This purchase is part of broader institutional investment, as hedge funds and other institutional investors collectively hold 73.96% of the company's stock. National Fuel Gas also reported earnings that beat analyst estimates and increased its quarterly dividend.
National Fuel Gas Company $NFG Shares Sold by NewEdge Advisors LLC
NewEdge Advisors LLC reduced its stake in National Fuel Gas Company (NYSE:NFG) by 64.3% in the first quarter, selling 28,181 shares but still retaining 15,671 shares valued at approximately $1.47 million. Despite this, other institutional investors significantly increased their positions, with institutional ownership now at 73.96%. National Fuel Gas reported strong earnings, exceeding expectations with $1.54 EPS, raised its quarterly dividend to $0.555, and holds a "Moderate Buy" consensus rating from analysts with an average price target of $105.50.
Summit Global Investments Purchases Shares of 14,254 National Fuel Gas Company $NFG
Summit Global Investments acquired 14,254 shares of National Fuel Gas Company, valued at $1.1 million, in the second quarter. National Fuel Gas exceeded EPS expectations but missed revenue estimates in its latest quarterly report. The company maintains a "Moderate Buy" consensus rating from analysts and recently increased its quarterly dividend.
103,391 Shares in National Fuel Gas Company $NFG Purchased by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. recently acquired 103,391 shares of National Fuel Gas Company (NFG), valued at approximately $7.98 million, making it a new position for the firm in the second quarter. This purchase contributes to institutional investors collectively owning about 73.96% of NFG's shares. National Fuel Gas reported strong quarterly earnings, beating EPS estimates, and increased its quarterly dividend to $0.555 per share, resulting in a 2.7% yield.
National Fuel Gas (NYSE:NFG) Upgraded at Wall Street Zen
Wall Street Zen has upgraded National Fuel Gas (NYSE:NFG) from a "sell" to a "hold" rating, though Weiss Ratings slightly downgraded it from "buy (b)" to "buy (b-)". The company currently holds a "Moderate Buy" consensus rating from analysts with a target price of $105.50. National Fuel Gas recently reported strong quarterly EPS of $1.54, exceeding expectations, despite revenue of $537.5 million falling short of estimates but still showing a 1.1% year-over-year increase.
National Fuel Gas Company (NFG) adds legal opinion to Form S-3 shelf
National Fuel Gas Company filed an 8-K report indicating that a legal opinion from Scarinci & Hollenbeck, LLC, along with its consent, has been added as an exhibit to its existing Form S-3 Registration Statement (No. 333-298225). This filing supports the validity of the securities covered under the registration statement, with the company's common stock trading on the NYSE under the symbol NFG. The report was signed by Lee E. Hartz, General Counsel and Secretary.
National Fuel Gas Advances Shelf Registration Requirements
National Fuel Gas Company (NFG) has filed a legal opinion for its shelf registration, a crucial step for future securities offerings. Analysts currently rate NFG as a "Buy" with a $93.00 price target. TipRanks' AI Analyst, Spark, also rates NFG as "Outperform" due to its strong financial performance, favorable valuation, and solid dividend yield, despite some near-term operational and financing headwinds.
National Fuel Gas Advances Shelf Registration Requirements
National Fuel Gas Company (NFG) has filed a legal opinion for its Form S-3 registration statement, a procedural step for future securities offerings. Analysts currently rate NFG as a Buy with a $93.00 price target. TipRanks' AI Analyst, Spark, considers NFG an Outperform due to solid financial performance, positive momentum signals, and favorable valuation, despite some near-term operational and financing headwinds.
Updated Earnings Outlook And Buybacks Could Be A Game Changer For National Fuel Gas (NFG)
National Fuel Gas Company (NFG) recently reported strong Q3 2026 results, reaffirmed production guidance, and completed a $118.29 million share repurchase program. The company also provided an updated long-term earnings outlook through 2029, targeting 7% to 10% annual EPS growth, supported by regulated businesses and upstream efficiencies. These developments, along with its acquisition of CenterPoint’s Ohio gas utilities, are expected to reshape NFG's investment narrative, projecting $3.3 billion revenue and $790.4 million earnings by 2029.
National Fuel Gas files legal opinion from Scarinci & Hollenbeck with SEC
National Fuel Gas Company (NYSE:NFG) recently filed a legal opinion from Scarinci & Hollenbeck, LLC with the SEC as an exhibit to its registration statement. This filing contained no new financial or business developments. Separately, the company reported mixed Q3 fiscal results, beating earnings expectations but missing on revenue, and adjusted its full-year guidance, raising earnings but lowering production outlook.
Updated Earnings Outlook And Buybacks Could Be A Game Changer For National Fuel Gas (NFG)
National Fuel Gas (NFG) recently reported its third-quarter 2026 results, reaffirmed production guidance, and completed a $118.29 million share repurchase program. The company also provided an updated long-term earnings outlook through 2029, targeting 7% to 10% annual EPS growth, which could significantly reshape its investment narrative. These developments, along with progress on the CenterPoint Ohio gas utilities acquisition, highlight management's focus on regulated growth and efficient capital returns.
National Fuel Gas files legal opinion from Scarinci & Hollenbeck with SEC
National Fuel Gas Company (NYSE:NFG) filed a legal opinion from Scarinci & Hollenbeck, LLC with the SEC as an exhibit to its existing registration statement. This filing contained no new financial or business developments. The company recently reported mixed fiscal third-quarter results, exceeding earnings expectations but missing revenue forecasts, and has adjusted its full-year 2026 earnings guidance upwards while lowering its production outlook.
National Fuel Gas Company (NFG) sets up broad shelf for future securities
National Fuel Gas Company (NFG) filed a universal shelf registration (Form S-3ASR) with the SEC, allowing it to offer various securities including debt, common stock, preferred stock, and other units periodically. This registration provides NFG with flexibility for future financing, with proceeds potentially used to reduce debt, finance capital expenditures, or fund acquisitions. While it creates capacity for future issuance, any actual offerings will be detailed in prospectus supplements, and common stockholders should be aware of potential dilution from future equity issuances.
Updated Earnings Outlook And Buybacks Could Be A Game Changer For National Fuel Gas (NFG)
National Fuel Gas Company (NFG) recently reported its third-quarter 2026 results, reaffirming production guidance and completing a share repurchase program. The company also provided an updated long-term earnings outlook through 2029, targeting 7% to 10% annual EPS growth driven by regulated businesses and operational efficiencies. These developments, along with its acquisition of CenterPoint’s Ohio gas utilities, are expected to significantly influence its investment narrative, projecting $3.3 billion in revenue and $790.4 million in earnings by 2029.
3 US Large Cap Value Stocks Facing A Tougher Risk Test
This article examines three large-cap value stocks—National Fuel Gas (NFG), CRH, and Commercial Metals (CMC)—that appear more susceptible to market shocks like inflation, interest rate hikes, and geopolitical disruptions. While these companies offer benefits like exposure to energy, infrastructure, and inflation protection, the analysis highlights potential underlying risks related to debt levels, market cycles, and management execution that investors should scrutinize. The piece encourages investors to use screening tools to assess their risk profiles and find suitable investment opportunities.
National Fuel Gas (NFG) Updated Guidance, Is It Still Undervalued?
National Fuel Gas (NFG) has released its Q3 and nine-month 2026 results, along with updated production guidance and share buyback program details, leading to varied valuations. While one narrative suggests the stock is 18.1% undervalued with a fair value of $98.50, a Discounted Cash Flow (DCF) model indicates it is overvalued at its current price of $80.63 against an estimated $46.65. Investors are encouraged to review the data and assumptions to determine the stock's true value.
National Fuel Gas (NFG) Q3 2026 Earnings Call Transcript
National Fuel Gas (NFG) reported Q3 2026 adjusted EPS of $1.54, a decrease from the prior year, with operating revenues up 1.1% to $537.5 million. The company revised its fiscal 2026 adjusted EPS guidance to $7.40-$7.60, primarily due to an updated production outlook, and announced long-term EPS growth targets of 7-10% annually through fiscal 2029, supported by regulated business expansions, the Ohio utility acquisition, and capital efficiency improvements in its upstream segment. NFG also highlighted its commitment to deleveraging post-acquisition and its consistent dividend increases, emphasizing its strong financial outlook and value creation potential.
National Fuel Gas (NFG) Updated Guidance, Is It Still Undervalued?
National Fuel Gas (NFG) recently released its third quarter and nine-month 2026 results, alongside new production guidance and an update on its share buyback program. While the company is considered 18.1% undervalued based on a popular narrative, with a fair value of $98.50, another Discounted Cash Flow (DCF) model suggests it might be overvalued at its current price of $80.63 against an estimated $46.65. Investors are encouraged to review the underlying assumptions and key risks for both valuations.
National Fuel Gas Co (NFG.DU) interactive stock chart
This Yahoo Finance page provides an interactive stock chart for National Fuel Gas Co (NFG.DU), displaying its current stock price, performance metrics, and various chart ranges. It also includes a feed of recent news articles related to NFG and other energy companies, along with related tickers. The page emphasizes financial data and company news for investors interested in National Fuel Gas Co.
National Fuel Gas (NFG) Updated Guidance, Is It Still Undervalued?
National Fuel Gas (NFG) released its third quarter and nine-month results for 2026, along with updated production guidance and share buyback program details. The company's shares have shown resilience over three and five years, despite a slight year-to-date dip. While Simply Wall St's narrative suggests NFG is 18.1% undervalued with a fair value of $98.50, their DCF model presents a contrasting view, indicating the stock is overvalued at its current price of $80.63 against an estimated future cash flow value of $46.65.
17,500 Shares in National Fuel Gas Company $NFG Acquired by FNY Investment Advisers LLC
FNY Investment Advisers LLC acquired 17,500 shares of National Fuel Gas Company (NFG) during the second quarter, valued at approximately $1.35 million. Institutional investors now own 73.96% of the stock. The company recently reported strong quarterly earnings, beating expectations with an EPS of $1.54, and increased its quarterly dividend to $0.555 per share, yielding 2.8% annually.
Edgestream Partners L.P. Sells 41,284 Shares of National Fuel Gas Company $NFG
Edgestream Partners L.P. significantly reduced its stake in National Fuel Gas Company (NFG) by selling 41,284 shares, retaining only 3,246 shares. Despite this, NFG reported strong quarterly EPS of $1.54, exceeding estimates, and increased its quarterly dividend to $0.555 per share. Analysts maintain a "Moderate Buy" rating with an average price target of $105.50 for the diversified energy company.
National Fuel Reminds the Public to Call Before You Dig
National Fuel is reminding the public to "Call Before You Dig" in observance of National Safe Digging Day. Pennsylvania law requires calling 811, a free service, three to ten business days before digging to locate and mark underground utility lines. This practice helps prevent injuries, service disruptions, and costly repairs, as many utility lines can be surprisingly close to the surface.
Royal Bank of Canada Sells 170,590 Shares of National Fuel Gas Company $NFG
Royal Bank of Canada reduced its stake in National Fuel Gas Company (NYSE:NFG) by 37.8% in the first quarter, selling 170,590 shares but still retaining 280,654 shares valued at approximately $26.4 million. Despite the sale, other institutional investors increased their holdings, with institutional ownership now at 73.96%. National Fuel Gas reported strong quarterly EPS, raised its dividend, and analysts maintain a "Moderate Buy" rating with an average price target significantly above its recent share price.
California State Teachers Retirement System Raises Stock Holdings in National Fuel Gas Company $NFG
The California State Teachers Retirement System significantly increased its stake in National Fuel Gas Company (NFG) by 29.7% in the first quarter of 2026, acquiring an additional 24,321 shares to own a total of 106,184 shares valued at approximately $10 million. National Fuel Gas reported strong financial results, with quarterly EPS of $1.54 surpassing estimates and revenue rising 1.1% year-over-year to $537.5 million, leading to a raised fiscal 2026 EPS guidance and an increased quarterly dividend. Analysts currently maintain a "Moderate Buy" consensus rating for the company, with an average price target of $105.50.
Quantinno Capital Management LP Purchases 58,521 Shares of National Fuel Gas Company $NFG
Quantinno Capital Management LP increased its stake in National Fuel Gas Company (NYSE:NFG) by 61.9% in the first quarter, adding 58,521 shares to own a total of 153,064 shares valued at $14.4 million. The company reported strong Q1 earnings per share of $1.54, surpassing consensus estimates, with revenue up 1.1% year-over-year. National Fuel Gas also raised its quarterly dividend to $0.555 per share and maintained its fiscal 2026 EPS guidance.
National Fuel Gas (NYSE:NFG) Stock Price
National Fuel Gas (NYSE:NFG) is currently trading at US$80.63, showing an 18.1% undervaluation compared to its fair value of US$98.50. Recent financial updates indicate a slight miss in Q3 2026 earnings and revenue expectations, despite a forecast of 9.4% annual revenue growth over the next three years. Analysts have recently trimmed their price target for NFG, but the company is noted for its rising dividend and solid margins.
National Fuel Gas Number of Employees 2026 | Employee Count & Headcount Data
National Fuel Gas Co. (NFG) had approximately 2,342 employees worldwide as of March 2026, representing a 4.5% growth from 2,242 employees in 2023. The company is actively hiring, with 236 active job postings in 2026, a 176.1% increase from 2025. Its workforce is concentrated in North America (93.6%), with an average salary of $81,433.
Cozad Asset Management Inc. Sells 18,279 Shares of National Fuel Gas Company $NFG
Cozad Asset Management Inc. reduced its stake in National Fuel Gas Company by 35.7% in the first quarter, selling 18,279 shares but still retaining 32,857 shares valued at $3.1 million. The article highlights that institutional investors own 73.96% of the company's stock. National Fuel Gas reported strong quarterly EPS of $1.54, exceeding estimates, and increased its quarterly dividend to $0.555 per share, while analysts maintain a "Moderate Buy" rating with a target price of $105.50.
National Fuel Gas Q3 Earnings Call Highlights
National Fuel Gas (NFG) reported Q3 fiscal 2026 adjusted earnings of $1.54 per share, a decrease from the previous year due to lower production despite stronger natural gas prices. The company updated its long-term outlook, projecting 7% to 10% average annual EPS growth through fiscal 2029 and $1 billion to $1.5 billion in free cash flow, and revised its fiscal 2026 EPS guidance to $7.40-$7.60. NFG is on track to close its acquisition of CenterPoint’s Ohio gas utilities, funded by a recent debt offering, and continues to expand its pipeline system and refine Utica development plans.
National Fuel Gas Company Revenue Breakdown – BX:NFG
National Fuel Gas Company (NFG) reported total revenue of CHF 1.81 billion last year, with its Integrated Upstream and Gathering segment being the top performer, generating CHF 943.16 million. The United States was the primary contributor to this revenue, accounting for CHF 1.81 billion last year, an increase from CHF 1.65 billion the previous year. The data provides a breakdown of the company's financial performance by segment and geographical contribution.
31,571 Shares in National Fuel Gas Company $NFG Acquired by WNY Asset Management LLC
WNY Asset Management LLC acquired 31,571 shares of National Fuel Gas Company (NFG) during the first quarter, valued at approximately $2.97 million. Institutional investors collectively own 73.96% of NFG. The company reported strong quarterly EPS, beat estimates, and increased its quarterly dividend, while analysts maintain a "Moderate Buy" rating with an average target price of $105.50.
National Fuel Adjusts Gas Supply Charges in Pennsylvania
National Fuel Gas Distribution Corporation has announced an annual adjustment to gas supply charges in Pennsylvania, effective August 1, 2026, which will decrease the typical residential customer's monthly bill by $2.75 due to lower market prices for natural gas and a refund of overcollected pipeline capacity charges. The company also highlighted its Customer Assistance Program (CAP) and the Low-Income Home Energy Assistance Program (LIHEAP) for eligible households needing help with energy bills. National Fuel emphasizes that gas supply costs are passed through directly to customers without profit to the company.
How Investors Are Reacting To National Fuel Gas (NFG) Q3 Earnings Beat And 2026 Output Guidance
National Fuel Gas (NFG) recently reported a Q3 earnings beat with US$537.5 million in revenue and US$138.62 million in net income, alongside a basic EPS of US$1.46. The company also provided 2026 production guidance of 420–430 Bcf, which is slightly lower and tighter than previous expectations, but offers clearer visibility for investors. This update highlights the company's reliance on stable natural gas demand and efficient capital allocation, while also pointing to potential risks from rising capital expenditures impacting free cash flow and dividend flexibility.
National Fuel Gas (NFG) Stock Price Faces Debt Scrutiny Despite Steady Earnings
National Fuel Gas (NFG) stock price remained largely unchanged after reporting Q3 2026 earnings, which showed stable revenue and a slight decline in net income and EPS compared to the previous year. The market seems to be balancing the company's consistent earnings, supported by a heavily hedged gas portfolio and growing regulated assets, against the increased debt load from its Ohio utility acquisition. Bulls highlight resilient, low-volatility growth from integrated gas assets, while bears point to higher leverage, upstream execution risks, and a dividend not fully covered by free cash flow.
National Fuel Gas Company 2026 Q3 - Results - Earnings Call Presentation (NYSE:NFG) 2026-07-30
National Fuel Gas Company published its Q3 2026 earnings call presentation, detailing its financial results for the quarter ended July 29, 2026. The company reported an EPS of $1.54, beating estimates by $0.10, but its revenue of $537.50M missed expectations by $26.83M, despite a 1.07% year-over-year increase.
Earnings call transcript: National Fuel Gas beats Q3 2026 EPS, lifts outlook
National Fuel Gas Company reported adjusted fiscal third-quarter earnings that surpassed Wall Street expectations, despite revenue falling short and production guidance being trimmed. The company also raised its full-year fiscal 2026 EPS guidance while lowering its production outlook. Management aims for 7% to 10% annual EPS growth through fiscal 2029, supported by regulated utility expansion, pipeline projects, and hedging strategies, and expects significant free cash flow generation.
National Fuel reports Q3 fiscal 2026 GAAP net income $138.6M; adjusted EPS $1.54
National Fuel (NFG) reported GAAP net income of $138.6 million and adjusted diluted EPS of $1.54 for the third quarter of fiscal 2026. The company generated $1.035 billion in cash from operations in the first nine months and is targeting the closing of an Ohio gas utility acquisition on October 1, 2026, while also approving a 4% dividend increase.
National Fuel Gas Company Q3 2026 Earnings Call Summary
National Fuel Gas Company reported Q3 2026 adjusted EPS of $1.54, a decrease from the prior year, primarily due to lower production in its Integrated Upstream and Gathering business, despite stronger natural gas prices and hedge gains. The company is adopting a "Lower Utica first" development strategy and expects 7% to 10% average annual EPS growth and $1 billion to $1.5 billion in cumulative free cash flow through fiscal 2029. Future capital allocation will prioritize deleveraging before considering share repurchases, with a significant Ohio utility acquisition increasing near-term interest expenses.
National Fuel Gas Company $NFG Shares Bought by Arrowstreet Capital Limited Partnership
Arrowstreet Capital Limited Partnership significantly increased its stake in National Fuel Gas Company (NYSE:NFG) by 69.7% in the first quarter, now holding 287,972 shares valued at approximately $27.1 million. This comes as National Fuel Gas reported quarterly adjusted EPS exceeding analyst estimates, although revenue fell short and fiscal 2026 adjusted EPS guidance was slightly lowered. The company also announced its 56th consecutive annual dividend increase, raising its quarterly dividend to $0.555 per share.
National Fuel Gas (NYSE:NFG) Beats Q3 Earnings but Misses Revenue, Trims Guidance
National Fuel Gas (NYSE:NFG) reported mixed Q3 results, beating adjusted EPS estimates but missing revenue expectations due to lower natural gas production. The company also trimmed its fiscal 2026 EPS and production guidance, while increasing capital expenditure forecasts. Despite the earnings beat, conservative guidance led to a neutral market reaction, with investors advised to consider the impact of lower production and higher costs.
