Phocas Financial Corp. Makes New $7.09 Million Investment in National Fuel Gas Company $NFG
Phocas Financial Corp. initiated a new $7.09 million investment in National Fuel Gas Company (NYSE: NFG) during the fourth quarter, acquiring 88,511 shares. This move is part of broader institutional interest, with other major funds like AQR Capital Management and Qube Research & Technologies also significantly increasing their stakes, bringing institutional ownership to nearly 74%. National Fuel Gas recently surpassed Q4 EPS estimates, reported revenue growth, declared a quarterly dividend of $0.535, and holds a "Moderate Buy" consensus rating with a $104 price target from analysts.
Allspring Global Investments Holdings LLC Raises Stock Position in National Fuel Gas Company $NFG
Allspring Global Investments Holdings LLC increased its stake in National Fuel Gas Company (NYSE:NFG) by 8.6% in the fourth quarter, bringing their total holdings to 315,753 shares valued at approximately $25.9 million. This represents about 0.33% of the company's stock. National Fuel Gas recently reported strong quarterly earnings, beating analyst expectations with an EPS of $2.06 and revenue of $651.5 million, an 18.6% year-over-year increase. The company also declared a quarterly dividend of $0.535 per share ($2.14 annualized).
Should National Fuel Gas’ New US$1.30 Billion Credit Facility Shape How NFG Investors View Its Balance Sheet?
National Fuel Gas Company recently secured a US$1.30 billion unsecured revolving credit facility, extending its maturity to March 27, 2031. This facility provides financial flexibility for refinancing, working capital, and acquisitions, supporting ongoing capital projects and debt repayments. While it aids in managing short-term operational and regulatory uncertainties, investors should still consider the core risks like decarbonization pressures, higher capital expenditure needs, and potential asset impairments.
National Fuel Gas (NFG) director awarded 469-share quarterly stock grant
National Fuel Gas Company director Ronald J. Tanski was granted 469 shares of Common Stock on April 1, 2026, as a quarterly award under the company's 2009 Non-Employee Director Equity Compensation Plan. The shares were valued at $93.29 each. Following this transaction, Tanski directly holds 357,533 shares of NFG common stock.
National Fuel Gas (NFG) director adds deferred stock units and shares
National Fuel Gas Company director David C. Carroll reported routine equity transactions, including the grant of 469 Deferred Stock Units on April 1, 2026, valued at $93.29 each. These units, economically equivalent to common stock shares, will be paid out after his directorship ends. Earlier transactions on January 15, 2026, involved additional deferred stock units and common stock shares, mainly through dividend reinvestment, bringing his direct common stock holdings to 30,622 shares and deferred stock units to 18,561.
[Form 4] NATIONAL FUEL GAS CO Insider Trading Activity
Joseph N. Jaggers, a director at National Fuel Gas Co, reported an acquisition of 469 shares of common stock on April 1, 2026, at $93.29 per share. This transaction was an equity award received under the company's 2009 Non-Employee Director Equity Compensation Plan, increasing his direct holdings to 33,950 shares. The filing indicates this was a routine compensation-related grant rather than an open-market purchase.
[Form 4] NATIONAL FUEL GAS CO Insider Trading Activity
National Fuel Gas Co Director Rebecca Ranich reported routine share-related transactions, including a grant of 469 Deferred Stock Units on April 1, 2026, and acquisitions of 115 Deferred Stock Units and 116 common shares through dividend reinvestment plans on January 15, 2026. These transactions, which are exempt under Rule 16a-11, increased her total deferred stock units to 18,561. Each deferred stock unit is equivalent to one common stock share and becomes payable after her director service ends.
SG Americas Securities LLC Grows Position in National Fuel Gas Company $NFG
SG Americas Securities LLC significantly increased its stake in National Fuel Gas Company (NYSE:NFG) by 78.4% in Q4, now holding 60,284 shares valued at $4.83 million. The oil and gas producer beat earnings estimates with $2.06 EPS and saw revenue up 18.6% year-over-year. Analysts currently rate NFG as a "Moderate Buy" with a consensus price target of $104.00, and the company recently declared a quarterly dividend of $0.535 per share.
Assessing Whether National Fuel Gas (NFG) Remains Modestly Undervalued After Recent Share Price Momentum
National Fuel Gas (NFG) is showing strong momentum with significant returns over 1, 5, 30, and 90-day periods. Despite a slight short-term dip, the stock, currently priced at $93.96, is considered modestly undervalued with a fair value estimated around $100 per share, supported by its diversified operations and financial strategies. However, potential risks such as stricter decarbonization policies could impact future margins.
Assessing Whether National Fuel Gas (NFG) Remains Modestly Undervalued After Recent Share Price Momentum
National Fuel Gas (NFG) is showing strong share price momentum over the long term, with a 1-year return of 20.65% and a 5-year return of 119.18%. Despite recent short-term dips, the company is considered by some metrics to be 6% undervalued with a fair value of $100 per share, supported by its diversified operations and favorable regulatory environment. However, potential risks like stricter decarbonization policies could impact future margins.
National Fuel Gas Extends Liquidity To 2031 As Valuation Gap Persists
National Fuel Gas (NYSE:NFG) has secured a new US$1.3 billion unsecured revolving credit facility, extending its debt maturity profile to 2031. This facility aims to enhance the company's financial flexibility for debt repayment, general corporate purposes, and future investments. Despite this positive liquidity news, Simply Wall St suggests a valuation gap, with shares trading below an estimated fair value, while also highlighting risks like high debt and a poorly covered dividend.
Is It Too Late To Consider National Fuel Gas (NFG) After Its Strong Share Price Run?
This article analyzes National Fuel Gas (NFG) after its recent share price increase, questioning if it's still a good investment. Using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratios, Simply Wall St suggests NFG is undervalued. The DCF model estimates an intrinsic value of $123.99 per share, indicating a 23.1% discount, while its P/E of 13.82x is below the industry average and its proprietary "Fair Ratio."
National Fuel Gas Co Stock: Recent Credit Facility Renewal and Valuation Insights Signal Steady Util
National Fuel Gas Co recently renewed its credit facility, enhancing its financial flexibility and signaling lender confidence. The company, which operates across natural gas exploration, pipeline, and utility segments, appears undervalued according to discounted cash flow models. This makes it a balanced and resilient investment choice for North American portfolios, offering stability amidst energy market volatility.
National Fuel Gas Expands and Extends Revolving Credit Facility
National Fuel Gas Company (NFG) has expanded and extended its unsecured revolving credit facility to $1.3 billion, maturing in March 2031, to enhance liquidity for debt refinancing, capital expenditures, and acquisitions. Spark, TipRanks’ AI Analyst, rates NFG as "Outperform" due to its financial performance, strong momentum, and valuation, despite concerns about natural gas price volatility. The company operates as an integrated natural gas provider in exploration, pipelines, and utility distribution.
National Fuel Gas Co (NFG) recently disclosed in a filing with the Securities and Exchange Commission (SEC) that it has successfully signed a new credit agreement.
National Fuel Gas Co (NFG) announced it has secured a new credit agreement, establishing an unsecured revolving credit facility of up to $1.3 billion. This agreement matures on March 27, 2031, providing the company with significant financial flexibility for various corporate purposes, including working capital and capital expenditures. The deal highlights market confidence in NFG's credit standing and future prospects.
National Fuel Gas Expands and Extends Revolving Credit Facility
National Fuel Gas Company (NFG) has secured an amended and restated $1.3 billion unsecured revolving credit facility, extending its maturity to March 27, 2031. This agreement enhances the company's liquidity for debt refinancing, capital expenditures, and acquisitions while incorporating customary covenants. An analyst currently rates NFG as a Hold with a $97.00 price target, while TipRanks’ AI Analyst, Spark, rates it as an Outperform, citing strong financial performance and technical momentum.
National Fuel Gas (NYSE: NFG) secures $1.3B credit line to 2031
National Fuel Gas Company has entered into an amended and restated Credit Agreement, securing a $1.3 billion unsecured committed revolving credit facility with an initial maturity date of March 27, 2031. This facility will be used to repay commercial paper and other debts, fund working capital and capital expenditures, and support permitted acquisitions. Borrowing costs are linked to the company’s credit ratings, with spreads over Term SOFR, Daily Simple SOFR, or an alternate base rate, plus a quarterly facility fee.
National Fuel Gas Secures $1.3 Billion Five-Year Revolving Credit Facility Led by PNC Bank
National Fuel Gas (NFG) has secured a new, amended, and restated $1.3 billion unsecured revolving credit facility. This five-year facility, led by PNC Bank, will support commercial paper repayments, general corporate purposes, and acquisitions. It matures on March 27, 2031, and includes standard financial covenants.
Vanguard realignment: subsidiaries to report NFG holdings separately (NFG)
The Vanguard Group has amended its Schedule 13G/A filing for National Fuel Gas Co. (NFG), reporting 0 beneficially owned shares, representing 0% of the class. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately, as per SEC Release No. 34-39538. This adjustment in reporting structure means Vanguard no longer aggregates these holdings, not that it has sold its stake in NFG.
National Fuel Gas Company (NYSE:NFG) Goes Ex-Dividend Soon
National Fuel Gas Company (NYSE:NFG) is set to go ex-dividend in three days, with a payment of US$0.535 per share. The company has a trailing yield of 2.3% and a modest payout ratio of 29% of profit. While earnings have grown, the dividend is not well-covered by free cash flow, raising some concerns despite consistent earnings per share growth and dividend increases over the past decade.
National Fuel Gas Co (NFG) recently disclosed in a filing with the Securities and Exchange Commission (SEC) that it has successfully signed a new credit agreement.
National Fuel Gas Co (NFG) announced a new unsecured revolving credit facility worth up to $1.3 billion, maturing on March 27, 2031. This agreement provides significant financial flexibility for working capital, capital expenditures, and other corporate purposes. The deal underscores the financial market's confidence in the company's credit standing and future prospects.
National Fuel Gas (NFG) Price Target Raised by JPMorgan as Supply Risks Increase
JPMorgan increased its price target for National Fuel Gas (NFG) to $97 from $95, maintaining a Neutral rating, due to increased supply risks stemming from the Middle East conflict. The firm noted that the conflict has reduced global productive capacity for oil, potentially adding a geopolitical risk premium to oil prices. National Fuel Gas, a dividend aristocrat, benefits from its substantial upstream exploration and production segment, which accounts for major cash flow, and its regulated business provides stability.
Zacks Industry Outlook Features ConocoPhillips, Occidental, and National Fuel Gas Company
Zacks Equity Research has analyzed ConocoPhillips (COP), Occidental (OXY), and National Fuel Gas Company (NFG) within the U.S. integrated oil and gas sector. Despite challenges like squeezed refining margins due to high crude prices, slower production growth, and the shift to renewable energy, these companies are positioned to navigate the market. The industry has a bearish near-term outlook but features companies like ConocoPhillips, Occidental, and National Fuel Gas Company as top stocks to watch due to their operational efficiencies and strategic advantages.
Zacks Industry Outlook Features ConocoPhillips, Occidental, and National Fuel Gas Company
Zacks Equity Research has released an analysis on the U.S. Integrated Oil & Gas Industry, highlighting ConocoPhillips (COP), Occidental (OXY), and National Fuel Gas Company (NFG) as companies well-positioned despite challenges. The industry faces pressure on refining margins due to high crude oil prices, slowing production growth, and the accelerating shift towards renewable energy. The sector currently holds a bearish near-term forecast, but the mentioned companies are considered strong due to their operational efficiencies and resource advantages.
Why National Fuel Gas (NFG) is a top momentum stock for the long term
The article from MSN suggests that National Fuel Gas (NFG) is considered a top momentum stock for long-term investment. This implies that the company might be exhibiting strong upward price trends and positive market sentiment, making it an attractive option for investors looking for sustained growth.
National Fuel Gas customers can speak to PUC on proposed rate hike
National Fuel Gas customers will have opportunities to speak with the Pennsylvania Public Utility Commission (PUC) regarding the utility's proposed 7.4% distribution rate hike. In-person hearings are scheduled for March 31, 2026, at the Bayfront Convention Center, and telephone hearings will take place on April 2, 2026. The PUC is investigating the proposed rate increase, which would be the first since 2022, and a final decision is expected by October 29, 2026.
National Fuel Gas Co. Hits New 52-Week High at $97.06
National Fuel Gas Co. has reached a new 52-week high of $97.06, demonstrating strong performance in the oil industry with a 68.11% increase over the past year. The company boasts a market capitalization of $8,460 million, a P/E ratio of 12.00, and a dividend yield of 2.27%. Its financial health is further supported by a low debt-to-equity ratio and a high return on equity.
Morse Asset Management Inc Acquires 14,110 Shares of National Fuel Gas Company $NFG
Morse Asset Management Inc significantly increased its stake in National Fuel Gas Company (NYSE:NFG) by 3,320%, purchasing an additional 14,110 shares, bringing its total holdings to 14,535 shares valued at approximately $1.343 million. Other institutional investors also raised their positions, with hedge funds and institutions collectively owning about 73.96% of the company's stock. National Fuel Gas recently surpassed quarterly earnings estimates and declared a quarterly dividend of $0.535 per share.
National Fuel Gas stock hits all-time high at 94.15 USD
National Fuel Gas Company (NFG) stock has reached an all-time high of $94.15 USD, reflecting a 28.66% surge over the past year. InvestingPro analysis suggests the stock is undervalued, trading at a P/E ratio of 13.07, and highlights the company's 55 consecutive years of dividend increases. The company also reported strong fiscal year 2026 earnings, surpassing analyst expectations, and maintained its regular quarterly dividend.
PUC Sets Hearings On Proposed National Fuel Gas 7.4% Natural Gas Distribution Rate Increase Starting March 31
The Pennsylvania Public Utility Commission (PUC) has scheduled public input hearings for late March and early April regarding a proposed 7.4% natural gas distribution rate increase by National Fuel Gas Distribution Corporation. This increase, amounting to nearly $20 million, would affect over 213,000 customers in northwest Pennsylvania, raising the average residential bill by $4.95 and the customer charge by $5. The PUC has suspended the proposed rate change to investigate its lawfulness, with a final decision due by October 29, 2026.
National Fuel Gas Co. Experiences Evaluation Revision Amid Strong Market Performance Indicators
National Fuel Gas Co. has received a revised evaluation, indicating a bullish outlook due to strong technical indicators and outperformance against the S&P 500. The company has shown significant returns over the past year and consistently outperformed the index over three and five years, reflecting its strong market position and resilience within the oil industry. This positive assessment is supported by bullish weekly and monthly MACD and Bollinger Bands signals, alongside favorable daily moving averages.
Does National Fuel Gas’ Steady Dividend Track Record Reveal Its True Investment Story (NFG)?
National Fuel Gas (NFG) recently affirmed its quarterly dividend of US$0.535 per share, indicating continued confidence in the company's financial stability and governance according to shareholders. While the dividend track record is steady, the investment narrative is influenced by the company's reliance on natural gas, Appalachian exposure, and ongoing capital needs for modernization, balanced against longer-term decarbonization risks. Analysts project significant revenue and earnings growth by 2028, suggesting a potential 4% upside to its current price from a $100.00 fair value.
Gotham Asset Management LLC Increases Stake in National Fuel Gas Company $NFG
Gotham Asset Management LLC significantly increased its stake in National Fuel Gas Company (NFG) by 74.9% in the third quarter of 2025, now holding 521,928 shares valued at $48.21 million. Other institutional investors, including AQR Capital Management, also boosted their positions, bringing the total institutional ownership to nearly 74%. National Fuel Gas recently reported strong quarterly earnings, beating estimates with $2.06 EPS and $651.5 million in revenue, and maintains a "Moderate Buy" consensus rating with a $104 price target.
Does National Fuel Gas’ Steady Dividend Track Record Reveal Its True Investment Story (NFG)?
National Fuel Gas (NFG) recently affirmed its quarterly dividend of US$0.535 per share and received strong shareholder support at its annual meeting. While the steady dividend history is attractive, investors should consider the company's reliance on natural gas, its Appalachian exposure, and the long-term risks associated with accelerating decarbonization policies. Despite a projected revenue of $3.3 billion and earnings of $1.1 billion by 2028, investor opinions on its fair value vary significantly, highlighting the importance of thorough individual research.
Brevan Howard Capital Management LP Lowers Stock Position in National Fuel Gas Company $NFG
Brevan Howard Capital Management LP reduced its stake in National Fuel Gas Company (NYSE:NFG) by 32.4% in the third quarter, selling 21,074 shares and holding 44,027 shares valued at $4.07 million. Despite this, other institutions significantly increased their positions, with AQR Capital Management LLC doubling its stake and Norges Bank initiating a substantial new holding, pushing institutional ownership to roughly 73.96%. National Fuel Gas recently surpassed Q4 earnings expectations and declared a quarterly dividend of $0.535, with a consensus "Moderate Buy" rating and a price target of $104.00.
Stocks Showing Rising Market Leadership: National Fuel Gas Earns 83 RS Rating
National Fuel Gas (NFG) has seen its Relative Strength (RS) Rating climb from 80 to 83, indicating improving technical performance. This proprietary rating from Investor's Business Daily, ranging from 1 to 99, assesses a stock's price action over the trailing 52 weeks. The article highlights this as a sign of rising market leadership for the stock.
Clark Capital Management Group Inc. Increases Stake in National Fuel Gas Company $NFG
Clark Capital Management Group Inc. significantly increased its stake in National Fuel Gas Company by 46.1% in Q3, now owning 644,337 shares valued at approximately $59.5 million. Other institutional investors also boosted their positions, resulting in hedge funds and institutional investors holding 73.96% ownership. National Fuel Gas exceeded EPS estimates, reported strong revenue growth, declared a quarterly dividend, and has a consensus "Moderate Buy" rating with a $104 price target.
National Fuel Gas Company $NFG Shares Sold by Aventail Capital Group LP
Aventail Capital Group LP significantly reduced its stake in National Fuel Gas Company (NFG) by 31.3% in the third quarter, selling 200,050 shares. Despite this, NFG remains Aventail's 12th largest holding. National Fuel Gas recently surpassed earnings estimates and declared a quarterly dividend of $0.535.
Algert Global LLC Has $18.11 Million Position in National Fuel Gas Company $NFG
Algert Global LLC significantly increased its stake in National Fuel Gas Company (NYSE:NFG) by 1,015.4% in the third quarter, now owning 196,090 shares valued at $18.11 million. Other institutional investors like State Street Corp and AQR Capital Management also adjusted their positions. Analysts have a "Moderate Buy" consensus rating for National Fuel Gas, with a consensus price target of $104.00.
Is It Too Late To Consider National Fuel Gas (NFG) After Its Strong Multi‑Year Rally?
National Fuel Gas (NFG) has experienced a significant multi-year rally, prompting questions about its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is trading at a slight discount to its intrinsic value, indicating it is "ABOUT RIGHT." However, its P/E ratio of 13.6x is below the industry average and Simply Wall St’s proprietary "Fair Ratio" of 20.5x, suggesting NFG might be "UNDERVALUED."
Is It Too Late To Consider National Fuel Gas (NFG) After Its Strong Multi‑Year Rally?
National Fuel Gas (NFG) has seen significant multi-year returns, leading investors to question its current valuation. A Discounted Cash Flow (DCF) analysis suggests NFG is fairly valued at around $96.66 per share, trading at a slight discount to its current price. However, its P/E ratio of 13.6x is below the industry average, indicating it might be undervalued based on earnings compared to peers.
Strong support at National Fuel Gas (NFG) for 2026 directors, pay and auditor
National Fuel Gas Company held its 2026 Annual Meeting of Stockholders on March 12, 2026. Stockholders elected eleven directors with at least 93.6% of votes cast, approved named executive officer compensation with 97.8% of votes in favor, and ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for fiscal 2026 with 96.8% of votes cast in favor. The results indicate strong stockholder support for the company's board, executive pay structure, and auditor.
National Fuel Gas stock hits all-time high at 94.15 USD
National Fuel Gas Company (NFG) has reached an all-time stock high of $94.15, marking a 28.66% increase over the past year. InvestingPro analysis suggests the stock is undervalued with a P/E ratio of 13.07, and the company has consistently raised dividends for 55 consecutive years. Recently, NFG surpassed analyst expectations for fiscal year 2026 earnings and revenue and declared a regular quarterly dividend of 53.5 cents per share.
National Fuel Declares Quarterly Dividend and Reports
National Fuel Gas Company has declared a regular quarterly dividend of 53.5 cents per share, payable on April 15, 2026. The company also reported preliminary voting results from its annual meeting, where all three management proposals, including the election of directors, advisory vote on executive compensation, and ratification of auditors, were approved. National Fuel is a diversified energy company based in Western New York.
National Fuel Declares Quarterly Dividend and Reports
National Fuel Gas Company has declared a regular quarterly dividend of 53.5 cents per share, payable on April 15, 2026. The company also reported preliminary voting results from its Annual Meeting of Stockholders, where all three management proposals, including the election of directors, executive compensation, and the ratification of PricewaterhouseCoopers LLP as its accounting firm, were approved. National Fuel is a diversified energy company operating across three segments: Integrated Upstream and Gathering, Pipeline and Storage, and Utility.
National Fuel Gas Company (NFG) Gets a Buy from William O’Neil
National Fuel Gas Company (NFG) received a "Buy" rating and price target from a William O’Neil analyst, with the company's shares closing at $91.17. TipRanks – xAI’s xAi Oil and Gas Integrated also issued a "Buy" rating, while TipRanks – OpenAI reiterated a "Hold" rating. The company reported strong quarterly revenues of $651.51 million and a net profit of $181.65 million for the quarter ending December 31.
National Fuel Gas (NYSE:NFG) Hits New 1-Year High - What's Next?
National Fuel Gas (NYSE:NFG) reached a new 52-week high of $94.43, trading up 1.7% with significant volume. The company recently surpassed quarterly earnings estimates with an EPS of $2.06 and revenue of $651.5 million, leading to optimistic FY2026 guidance. Analysts generally hold a "Hold" rating with an average price target of $96.33, though some like Scotiabank and Weiss Ratings project higher targets.
National Fuel Gas Company (NFG) Gets a Buy from William O’Neil
National Fuel Gas Company (NFG) received a "Buy" rating from William O’Neil and TipRanks – xAI’s xAi Oil and Gas Integrated, while TipRanks – OpenAI reiterated a "Hold" rating. The company's shares closed yesterday at $91.17. National Fuel Gas reported strong Q1 earnings with $651.51 million in revenue and $181.65 million in net profit, significantly up from the previous year.
Mario Gabelli Sees Unappreciated Value in National Fuel Gas (NFG) Appalachian Gas Assets
Billionaire investor Mario Gabelli believes National Fuel Gas (NFG) stock has unappreciated value, particularly in its Appalachian Basin natural gas assets. He points to the strategic location of its reserves, the significant role of natural gas in US electricity, and a private market valuation he estimates to be 50% higher than the current price. Gabelli's investment firm, GAMCO Investors, has held NFG for years and slightly increased its position in Q4 2025.
National Fuel Gas (NYSE:NFG) Raised to Hold at Zacks Research
Zacks Research upgraded National Fuel Gas (NYSE:NFG) from a "strong sell" to a "hold" rating. The company reported strong quarterly earnings, beating analyst estimates, and provided positive FY2026 guidance. Shares are trading near their 52-week high, with other analysts maintaining a "Hold" consensus rating and an average price target of $96.33.
