Argus Research Releases a Buy Rating on National Fuel Gas Company (NFG)
Argus Research analyst Bill Selesky assigned a Buy rating to National Fuel Gas Company (NFG) on May 15 with a price target of $99.00. This follows previous Buy ratings from KeyBanc and a Hold rating from J.P. Morgan. National Fuel Gas recently reported increased quarterly revenue of $858.37 million and a net profit of $247.67 million.
Argus Research Releases a Buy Rating on National Fuel Gas Company (NFG)
Argus Research analyst Bill Selesky assigned a Buy rating to National Fuel Gas Company (NFG) on May 15, setting a price target of $99.00. Selesky, a 4-star analyst, has an 8.3% average return and a 59.80% success rate focusing on the Energy sector. National Fuel Gas Company recently reported a quarterly revenue of $858.37 million and a net profit of $247.67 million for the quarter ending March 31.
Argus lowers National Fuel Gas stock price target to $99 on guidance
Argus has reduced its price target for National Fuel Gas (NYSE:NFG) shares to $99 from $103, while maintaining a Buy rating. This adjustment follows the company's slightly lowered earnings per share guidance after its fiscal second-quarter 2026 results. Despite the lowered guidance, Argus remains confident in National Fuel Gas's diversified operations and consistent dividend payments, noting the company has raised its dividend for 55 consecutive years.
Argus lowers National Fuel Gas stock price target to $99 on guidance
Argus has reduced its price target for National Fuel Gas (NYSE:NFG) shares from $103 to $99, while maintaining a Buy rating. This adjustment follows the company's slightly lowered earnings per share guidance after its fiscal second-quarter 2026 results. Despite the lowered guidance, Argus remains confident in National Fuel Gas's diversified operations and dividend payment history, which has seen 55 consecutive years of increases.
Argus lowers National Fuel Gas stock price target to $99 on guidance
Argus has lowered its price target for National Fuel Gas (NYSE:NFG) shares to $99 from $103, while maintaining a Buy rating. This adjustment follows the company's slightly reduced earnings per share guidance for fiscal second-quarter 2026. Despite the lowered guidance, Argus expressed continued confidence in National Fuel Gas's diversified operations and long history of dividend payments, noting 55 consecutive years of dividend raises.
Gamco Investors INC. ET AL Buys 37,056 Shares of National Fuel Gas Company $NFG
Gamco Investors INC. ET AL increased its stake in National Fuel Gas Company by 2.6% in the fourth quarter, purchasing 37,056 shares and bringing its total holdings to 1,445,601 shares valued at $115.7 million. Despite missing analyst EPS expectations in Q1, National Fuel Gas's revenue slightly topped estimates and increased 17.6% year-over-year. The company maintains a quarterly dividend of $0.535 per share, yielding 2.6%, and analysts currently rate the stock a "Moderate Buy" with an average price target of $106.
How Softer Output and Line N Expansion At National Fuel Gas (NFG) Has Changed Its Investment Story
National Fuel Gas (NFG) experienced a 3% natural gas production decrease at Seneca Resources due to weather and natural declines but is expanding its Line N pipeline for more Appalachian shale gas. This balancing act of short-term production challenges and long-term infrastructure growth is reshaping its investment narrative. Despite potential risks from increased capital needs and regulatory scrutiny, the company projects significant revenue and earnings growth by 2029, suggesting a fair value upside.
A Look At National Fuel Gas (NFG) Valuation After Q2 Earnings And Lower 2026 Production Guidance
National Fuel Gas (NFG) reported Q2 2026 earnings and lowered its full-year production guidance, causing its stock price to retreat despite long-term gains. Analysts project the stock to be undervalued due to future earnings potential from expansion projects, though a discounted cash flow model suggests it may be expensive. The article encourages investors to consider various valuation metrics and potential risks such as decarbonization policies.
A Look At National Fuel Gas (NFG) Valuation After Q2 Earnings And Lower 2026 Production Guidance
National Fuel Gas (NFG) reported Q2 earnings, with sales of US$858.37 million and diluted EPS of US$2.59, but also lowered its 2026 production guidance. The stock has seen recent declines, though long-term returns remain strong. While a popular narrative suggests NFG is 21.2% undervalued with a fair value of $102, a Simply Wall St DCF model indicates it might be expensive at $38.51 compared to its current price of $80.40.
National Fuel outlines $7.45-$7.75 EPS guidance while advancing $93M Line N upgrade for late 2028
National Fuel Gas Company has provided earnings per share guidance ranging from $7.45 to $7.75. The company is also moving forward with a $93 million upgrade for its Line N, with completion anticipated in late 2028. This infrastructure project aims to enhance the company's operational capabilities.
National Fuel Gas' (NYSE:NFG) Earnings Are Weaker Than They Seem
National Fuel Gas' recent profit announcement was underwhelming despite robust headline numbers, primarily due to share dilution. The company expanded its shares by 5.2% over the last year, meaning earnings are split among more shares, making statutory profits appear better than underlying earnings power. While net income and EPS grew significantly, the dilution impacts shareholder returns, suggesting EPS is a more critical metric than net income for assessing potential share price growth.
National Fuel Gas (NFG) Earnings Date and Reports 2026 $NFG
National Fuel Gas (NFG) reported Q2 2026 earnings, missing analyst EPS estimates but exceeding revenue expectations. The company provided FY 2026 EPS guidance and is estimated to announce its Q3 earnings on July 29, 2026. NFG's earnings are projected to grow by 2.85% next year.
National Fuel Gas (NFG) Delivered Strong Results, But Expansion Plans May Be The Bigger Story
National Fuel Gas (NYSE: NFG) posted strong second-quarter results with a 13% adjusted EPS increase year-over-year, and CEO David P. Bauer highlighted growth initiatives like pipeline expansion and an upcoming Ohio utility acquisition. BofA raised its price target for NFG to $102, maintaining a Buy rating due to a constructive outlook for U.S. oil and gas equities. The diversified energy firm is described as a stable investment opportunity with an 18.38% upside potential, offering a balanced combination of defensive characteristics and long-term growth prospects.
National Fuel Gas' (NYSE:NFG) Earnings Are Weaker Than They Seem
National Fuel Gas (NYSE:NFG) recently reported seemingly robust profits, but the underlying earnings power appears weaker due to shareholder dilution. The company expanded its shares by 5.2% over the last year, meaning its net income is distributed among more shares, leading to a less impressive increase in Earnings Per Share (EPS) compared to net income growth. This dilution suggests that while statutory profits are up, the per-share value growth is less significant.
There May Be Underlying Issues With The Quality Of National Fuel Gas' (NYSE:NFG) Earnings
Despite strong profit numbers, National Fuel Gas Company's earnings may have underlying issues. The company expanded its shares by 5.2% over the last year, diluting shareholder value, even though net income increased significantly. This dilution impacts the Earnings Per Share (EPS), suggesting that while statutory profits look good, the actual underlying earnings power for shareholders might be less favorable.
North East Heat & Light has been sold. What it means for customers
National Fuel Gas Corp. has acquired North East Heat & Light Co. for $1.31 million, adding 3,300 customers in the North East area of Pennsylvania. This acquisition, approved by the Pennsylvania Public Utility Commission, means customers' payments will now be handled by National Fuel, and they may see reduced gas costs due to National Fuel's larger scale. This deal is part of National Fuel's ongoing expansion, which includes a larger acquisition in Ohio and plans for a new office building and additional employees in Erie.
Analysts Conflicted on These Energy Names: National Fuel Gas Company (NFG) and Chevron (CVX)
KeyBanc analyst Tim Rezvan maintained a Buy rating on National Fuel Gas Company (NFG), which has a Strong Buy consensus and a 22.2% upside. Conversely, Barclays' Betty Jiang maintained a Hold rating on Chevron (CVX), despite a Strong Buy consensus, with a 12.4% upside. The article highlights differing analyst opinions on these energy sector companies.
KeyBanc Capital Markets initiated coverage on National Fuel Gas with a new price target
KeyBanc Capital Markets has initiated coverage on National Fuel Gas (NFG) with a new price target of $110.00. This information was reported via Quantisnow, a platform providing real-time market data and news. The article also lists recent analyst ratings from other firms for NFG.
Analysts Offer Insights on Energy Companies: Antero Resources (AR), Occidental Petroleum (OXY) and National Fuel Gas Company (NFG)
J.P. Morgan and Truist Financial analysts have issued "Hold" ratings on several energy companies, including Antero Resources, Occidental Petroleum, and National Fuel Gas Company. While Antero Resources and National Fuel Gas Company still maintain an overall "Strong Buy" analyst consensus, Occidental Petroleum has a "Hold" consensus. Price targets are provided for each company, indicating potential upsides or downsides from current levels.
Horizon Investments LLC Has $4.27 Million Stake in National Fuel Gas Company $NFG
Horizon Investments LLC increased its stake in National Fuel Gas Company (NYSE:NFG) by 47.8% in the fourth quarter, now owning 53,286 shares valued at $4.27 million. Despite missing Q2 EPS estimates, National Fuel Gas saw revenue rise by 17.6% year-over-year and reaffirmed its FY2026 EPS guidance, maintaining a quarterly dividend of $0.535 per share. Institutional investors collectively own 73.96% of the company's stock, with several other hedge funds also adjusting their positions.
A Look At National Fuel Gas (NFG) Valuation As Long Term Returns Contrast With Recent Weakness
National Fuel Gas (NFG) has shown mixed returns recently, with short-term pullbacks contrasting with strong long-term performance. While a narrative valuation suggests the stock is 18.6% undervalued at $102, a Discounted Cash Flow (DCF) model by Simply Wall St estimates a tighter fair value of $80.84, implying the stock is currently trading slightly above this model. The article advises investors to conduct their own analysis, considering the mixed signals from price movements, valuation models, and company fundamentals.
Oppenheimer & Co. Inc. Purchases 28,293 Shares of National Fuel Gas Company $NFG
Oppenheimer & Co. Inc. significantly increased its stake in National Fuel Gas Company (NYSE:NFG) by 84.6% in Q4, acquiring 28,293 additional shares to own a total of 61,728 shares valued at approximately $4.94 million. This increase occurred as National Fuel Gas reported Q2 EPS of $2.71, missing analyst estimates but showing a 17.6% year-over-year revenue increase. The company maintained its FY2026 guidance and pays a quarterly dividend of $0.535, with analysts giving it a "Moderate Buy" rating and a $106 price target.
A Look At National Fuel Gas (NFG) Valuation As Long Term Returns Contrast With Recent Weakness
National Fuel Gas (NFG) has recently shown mixed stock performance, with short-term pullbacks despite strong long-term returns. Simply Wall St's analysis indicates the stock is undervalued at a narrative fair value of $102 compared to its current price of $82.98, while a DCF model suggests a tighter margin of safety at $80.84. Investors are encouraged to review fundamentals and potential risks, such as decarbonization policies, to make informed decisions.
National Fuel Gas Company Just Missed EPS By 8.6%: Here's What Analysts Think Will Happen Next
National Fuel Gas Company (NYSE: NFG) recently reported an 8.6% miss on its Q2 EPS, posting $1.49 against an estimated $1.63. While revenue was slightly above expectations at $627 million, analysts have begun to update their price targets and earnings estimates for the company. The consensus remains optimistic with a 'Buy' rating, but future performance will depend on the company's ability to meet these revised expectations.
National Fuel Gas Company (NYSE:NFG) Given Average Rating of "Moderate Buy" by Brokerages
National Fuel Gas Company (NYSE:NFG) has received an average rating of "Moderate Buy" from five brokerages, with an average 12-month price objective of $106.00. Institutional investors own a significant portion of the stock, but the company recently missed its quarterly EPS estimates, reporting $2.71 against an expected $2.85, impacting stock performance despite a year-over-year revenue increase. The company declared a quarterly dividend of $0.535 per share and reiterated its FY 2026 EPS guidance of $7.45-$7.75.
National Fuel Completes Acquisition of North East Heat & Light
National Fuel Gas Distribution Corporation has announced the completion of its acquisition of North East Heat & Light Co.'s natural gas distribution assets. This transaction, approved by the Pennsylvania Public Utility Commission, allows National Fuel to serve customers in North East, Erie County, and reflects their commitment to the region. Former NEHL customers will experience a seamless transition and benefit from National Fuel's historically lower natural gas supply costs.
National Fuel Gas (NFG) boosts profit, plans $2.62B CenterPoint Ohio acquisition
National Fuel Gas Company (NFG) reported significantly stronger results for the quarter and six months ended March 31, 2026, driven by higher utility and upstream revenues. The company announced plans to acquire CenterPoint Ohio for $2.62 billion, funded by cash, a promissory note, and a recent equity raise. NFG is also advancing several pipeline projects and benefiting from favorable rate plans in New York and Pennsylvania.
National Fuel Gas (NFG) Profitability Turnaround Tests Bullish Low P/E Narrative Heading Into Q2
National Fuel Gas (NFG) reported Q1 fiscal revenue of US$651.5 million and basic EPS of US$1.99, showing a significant turnaround to profitability with LTM net income of US$655.2 million. The stock currently trades at a P/E of 12.2x, below peers and the wider US market, and analysts have a target price of US$103, reflecting a bullish outlook based on regulated utility and pipeline earnings. However, concerns exist regarding dividend coverage by free cash flow and a high debt level, tempering the purely cheap valuation narrative with the stock trading above its indicated DCF fair value.
National Fuel Gas Company 2026 Q2 - Results - Earnings Call Presentation (NYSE:NFG) 2026-04-30
National Fuel Gas Company (NFG) published its Q2 2026 earnings call presentation on April 30, 2026. The company reported EPS of $2.71, missing estimates by $0.13, and revenue of $858.37 million, beating estimates by $1.80 million, representing a 17.59% year-over-year increase. This presentation was released in conjunction with their earnings call.
National Fuel Gas Updates Investor Presentation, Highlights Key Risks
National Fuel Gas Company (NFG) updated its investor presentation, emphasizing the use of both GAAP and non-GAAP financial measures while detailing extensive risk factors that could affect future results. An analyst currently rates NFG as a Buy with a $102.00 price target, and TipRanks' AI Analyst, Spark, assesses NFG as "Outperform" due to solid profitability and cash generation. The company operates in the natural gas sector, focusing on exploration, production, and transportation.
National Fuel outlines $7.45-$7.75 EPS guidance while advancing $93M Line N upgrade for late 2028
National Fuel Gas Company has provided an earnings per share (EPS) guidance of $7.45 to $7.75, reflecting its strong financial outlook. The company is also progressing with its $93 million Line N upgrade project, which aims to enhance its infrastructure by late 2028. This strategic investment underscores National Fuel's commitment to operational efficiency and future growth.
Transcript : National Fuel Gas Company, Q2 2026 Earnings Call, Apr 30, 2026
This article provides the transcript of National Fuel Gas Company's Q2 2026 Earnings Call held on April 30, 2026. The content briefly mentions the welcome message from the operator and indicates that the full transcript is reserved for subscribers. It also includes recent news headlines regarding National Fuel Gas, such as their Q2 financial results and analyst ratings.
National Fuel Gas (NYSE:NFG) Issues Quarterly Earnings Results
National Fuel Gas (NYSE:NFG) announced its quarterly earnings, reporting an EPS of $2.71, missing the consensus estimate of $2.85 by $0.14, although revenue of $858.37 million exceeded estimates. The company provided fiscal 2026 guidance of $7.45–$7.75 EPS and declared a quarterly dividend of $0.535. Analysts maintain a "Moderate Buy" rating with a $106 target price.
National Fuel Gas Updates Investor Presentation, Highlights Key Risks
National Fuel Gas Company (NFG) updated its investor presentation on April 29, 2026, emphasizing the use of both GAAP and non-GAAP financial measures for assessing performance and planning. The company highlighted extensive risk factors including regulatory, environmental, economic, and strategic transaction uncertainties, which could significantly impact future results. Despite these risks, TipRanks' AI Analyst, Spark, rates NFG as "Outperform" due to solid profitability and cash generation, supported by favorable technicals and valuation.
NATIONAL FUEL GAS ($NFG) Releases Q2 2026 Earnings
National Fuel Gas ($NFG) announced its Q2 2026 earnings, reporting $2.71 per share and $858,370,000 in revenue, both missing analyst estimates. Following the announcement, the stock price saw a -2.26% change since market close. The article also details recent hedge fund activity and government contracts related to NFG.
National Fuel Gas (NFG) Q2 Earnings Miss Estimates
National Fuel Gas (NFG) reported Q2 earnings of $2.71 per share, missing the Zacks Consensus Estimate of $2.85 per share, despite revenues of $858.37 million surpassing estimates. The company's stock has outperformed the S&P 500 year-to-date, and its earnings outlook is currently rated as a Zacks Rank #3 (Hold). Investors are awaiting further details from management's earnings call.
National Fuel Gas (NYSE:NFG) Updates FY 2026 Earnings Guidance
National Fuel Gas (NYSE:NFG) has updated its FY 2026 earnings guidance, projecting EPS between 7.450 and 7.750, which is slightly below the consensus estimate of 7.790. Despite beating Q1 EPS estimates and showing strong profitability, the stock traded down 1.2%. Analysts maintain a "Moderate Buy" consensus rating with a $106 target price for NFG.
National Fuel Reports Second Quarter Fiscal 2026 Earnings
National Fuel Gas Company announced its consolidated results for the second quarter of fiscal year 2026, reporting GAAP earnings of $247.7 million and adjusted EPS of $2.71, a 13% increase from the prior year. The company highlighted strong performance in its Integrated Upstream and Gathering segment and increased net income in the Utility segment due to system modernization investments. National Fuel also revised its fiscal 2026 adjusted EPS guidance to a midpoint of $7.60 per share and provided updates on key project developments.
Earnings Flash (NFG) National Fuel Gas Company Reports Q2 Revenue $858.4M, vs. FactSet Est of $856.6M
National Fuel Gas Company (NFG) reported its Q2 revenue at $858.4 million, surpassing the FactSet estimate of $856.6 million. This announcement is part of several financial updates from the company, including adjusted Q2 earnings and fiscal 2026 EPS expectations. The article highlights the company's performance against analyst estimates.
National Fuel Gas (NFG) targets 10% EPS growth and $2.62B Ohio utility acquisition
National Fuel Gas (NFG) announced an investor presentation detailing its strategic outlook, including a planned $2.62 billion acquisition of CenterPoint’s Ohio gas utility business set to close in Q4 2026. This acquisition is expected to significantly expand NFG's regulated rate base and support a target of over 10% adjusted EPS growth from fiscal 2024 to 2027, with fiscal 2026 adjusted EPS guidance of $7.45–$7.75. The company also highlighted improved capital efficiency in its Upstream & Gathering segment and a long history of shareholder returns, including 55 consecutive years of dividend increases.
National Fuel Gas: Fiscal Q2 Earnings Snapshot
National Fuel Gas Co. (NFG) reported a fiscal second-quarter profit of $247.7 million, or $2.59 per share, which adjusted to $2.71 per share. These results did not meet Wall Street expectations, as analysts had projected earnings of $2.85 per share. However, the company's revenue of $858.4 million surpassed Street forecasts of $830.2 million.
National Fuel Gas in focus: Earnings test hybrid model strength
National Fuel Gas Company is reporting its second-quarter fiscal 2026 earnings, with analysts expecting significant year-over-year gains in EPS and revenue. Investors will be scrutinizing the performance of its Integrated Upstream and Gathering segment, updates on its major acquisition of CenterPoint Energy’s Ohio natural gas utility business, and management's commentary on capital allocation. The earnings report will be crucial in determining if the market will re-evaluate the company's valuation, given its hybrid business model.
National Fuel Gas (NYSE:NFG) - Stock Analysis
This Simply Wall St analysis provides a comprehensive overview of National Fuel Gas (NYSE:NFG), highlighting its valuation, future growth prospects, past performance, financial health, and dividend reliability. The report indicates NFG is currently undervalued with a target price of US$102, supported by strong past earnings growth and a reliable dividend. Despite a high debt level, analysts generally agree on a positive outlook for the stock's future performance.
National Fuel Gas (NFG) Q2 Earnings Miss Estimates
National Fuel Gas (NFG) reported Q2 earnings of $2.71 per share, missing the Zacks Consensus Estimate of $2.85 per share, despite revenues of $858.37 million surpassing estimates. The company has outperformed the S&P 500 year-to-date, and its stock currently holds a Zacks Rank #3 (Hold) based on mixed earnings estimate revisions. Investors are now looking to future guidance and industry outlook, with fellow industry player DT Midstream (DTM) also slated to report earnings soon.
Free cash flow per share of National Fuel Gas Company – LSX:854564
This article appears to be a stub or a data placeholder from TradingView, focusing on the "Free cash flow per share" for National Fuel Gas Company (LSX:854564). It lacks detailed financial figures or analytical content, primarily serving as an introductory page for financial data related to the company.
TD Waterhouse Canada Inc. Has $219,000 Stake in National Fuel Gas Company $NFG
TD Waterhouse Canada Inc. significantly reduced its stake in National Fuel Gas Company by 91.4% in the fourth quarter, now holding 2,732 shares valued at $219,000. Other institutional investors, however, increased their positions in the oil and gas producer. Analysts currently have a "Moderate Buy" consensus rating for National Fuel Gas, with a target price of $106.00, while the company reported strong Q4 earnings and maintains an annual dividend of $2.14.
National Fuel Gas outlines $7.60–$8.10 EPS target for 2026 while advancing Ohio utility acquisition and pipeline expansions
National Fuel Gas (NFG) has set an EPS target of $7.60–$8.10 for 2026, driven by its strategic initiatives. These initiatives include the ongoing acquisition of Ohio utility assets and significant pipeline expansion projects designed to enhance its natural gas infrastructure and operational capacity. The company anticipates these moves will contribute positively to its future financial performance.
How Investors Are Reacting To National Fuel Gas (NFG) Rising Analyst Optimism On Near-Term Earnings Potential
Analysts are increasingly optimistic about National Fuel Gas (NFG)'s near-term earnings potential for the March 2026 quarter, driven by a history of surpassing EPS estimates and positive indicators like a high "Most Accurate Estimate" and Zacks Rank #3. Despite this, investors are cautioned that long-term risks remain, particularly regarding higher capital spending for system modernization and new pipelines, which could pressure free cash flow. The company's recent US$1.3 billion revolving credit facility underscores its capital needs, while its projected 2029 revenue of $3.5 billion and earnings of $853.8 million suggest a fair value of $102.00, representing a 16% upside from its current price.
How Investors Are Reacting To National Fuel Gas (NFG) Rising Analyst Optimism On Near-Term Earnings Potential
Analysts are showing increased optimism for National Fuel Gas's near-term earnings, expecting higher year-over-year results for the March 2026 quarter, despite ongoing long-term decarbonization pressures facing the regulated utility and upstream producer. The company's recently amended revolving credit facility is highlighted as crucial for funding modernization and growth, but investors are cautioned about potential increased capital expenditures affecting cash flow. While a recent "Most Accurate Estimate" points to growing analyst confidence, the broader investment narrative involves significant revenue and earnings growth projections, leading to a fair value estimate with potential upside.
Will National Fuel Gas (NFG) beat estimates again in its next earnings report?
The article analyzes whether National Fuel Gas (NFG) is likely to beat its earnings estimates in the upcoming report, continuing a trend of recent outperformance. It highlights key factors such as positive earnings revision activity and a strong Zacks Rank, suggesting a potential positive surprise. Investors are advised to watch the report for confirmation of these indicators.
