National Fuel Gas Co. (NYSE:NFG) Emerges as a Value Investing Candidate
National Fuel Gas Co. (NFG) has been identified as a potential value investing candidate due to its attractive valuation, strong profitability, and consistent growth. The company's P/E ratio and other metrics suggest it may be undervalued by the market, especially when compared to industry peers. While there are some points to note regarding its current and quick ratios, its overall financial health and operational strength make it an interesting prospect for long-term value investors.
Is It Too Late To Consider National Fuel Gas (NFG) After Its Strong 5 Year Run?
National Fuel Gas (NFG) has experienced significant growth over the past five years, prompting an analysis of its current valuation. Using a Discounted Cash Flow model and Price-to-Earnings ratio, Simply Wall St assesses NFG's stock as potentially undervalued or fairly valued. The article provides insights into different valuation approaches and encourages investors to use the platform's "Narratives" feature for personalized financial forecasts.
Is It Too Late To Consider National Fuel Gas (NFG) After Its Strong 5 Year Run?
This article analyzes National Fuel Gas (NFG) after its significant 5-year stock run, assessing its current valuation using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio models. Simply Wall St concludes that NFG is slightly undervalued to fairly valued based on these methods, trading below industry average P/E multiples despite solid past performance. It also introduces Simply Wall St's "Narratives" feature for personalized valuation analysis.
Leak at Niagara Falls regulator station prompts quick evacuation
A leak at a natural gas regulator station in Niagara Falls led to the brief evacuation of three nearby homes on Saturday morning. National Fuel crews quickly isolated the service and secured the situation, allowing residents to return home while repairs were made. The incident occurred near 9320 Lockport Road.
ProShare Advisors LLC Sells 23,517 Shares of National Fuel Gas Company $NFG
ProShare Advisors LLC reduced its stake in National Fuel Gas Company (NFG) by 5.5% in the third quarter, selling 23,517 shares, but still holding 401,846 shares valued at approximately $37.12 million. Despite this reduction, NFG surpassed quarterly earnings expectations with $2.06 EPS and $651.5 million in revenue, and provided optimistic FY 2026 guidance. The stock currently holds a "Hold" consensus rating from analysts, with institutional investors owning nearly 74% of its shares.
National Fuel Gas Company (NYSE:NFG) Given Consensus Recommendation of "Hold" by Analysts
National Fuel Gas Company (NYSE:NFG) has received a consensus "Hold" recommendation from analysts, with an average 12-month price target of $96.33. The company recently surpassed quarterly earnings and revenue expectations and has issued strong FY-2026 guidance, significantly above analyst forecasts. NFG also offers a 2.5% dividend yield, and institutional investors have been actively trading its shares.
Precision Trading with National Fuel Gas Company (NFG) Risk Zones
This article provides a detailed AI-driven analysis for National Fuel Gas Company (NFG), highlighting current market sentiment, resistance testing, and an exceptional risk-reward short setup. It outlines three institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones, and includes a multi-timeframe signal analysis for near, mid, and long-term outlooks.
Oppenheimer Asset Management Inc. Has $8.64 Million Stock Holdings in National Fuel Gas Company $NFG
Oppenheimer Asset Management Inc. reduced its stake in National Fuel Gas Company ($NFG) by 12.7% in Q3, now holding approximately $8.64 million worth of shares. National Fuel Gas (NFG) reported stronger-than-expected Q3 earnings of $2.06 EPS and $651.5 million in revenue, leading to a positive FY2026 EPS guidance. The stock offers a 2.5% dividend yield and currently has a consensus "Hold" rating from analysts with a target price of $96.33.
National Fuel investigating potential gas leak in Niagara Falls
National Fuel is currently investigating a potential gas leak in Niagara Falls. The article, published on wgrz.com, indicates the investigation is ongoing. Further details regarding the extent or location of the leak are not provided in this brief report.
Does Strong Q1 Earnings And Buybacks Change The Bull Case For National Fuel Gas (NFG)?
National Fuel Gas Company reported strong Q1 2025 results with increased revenue and net income, alongside a share repurchase program and reaffirmed 2026 production guidance. This improved profitability supports the company's investment narrative as a stable, regulated gas business, although its high debt load remains a factor for investors to consider. The stock is potentially undervalued by 12%, with varying fair value estimates from the Simply Wall St Community.
Does Strong Q1 Earnings And Buybacks Change The Bull Case For National Fuel Gas (NFG)?
National Fuel Gas Company reported strong Q1 2025 results with increased revenue and net income, alongside confirming 2026 production guidance and completing a share repurchase program. The company's improved profitability and disciplined capital allocation reinforce its investment narrative as a stable business, though its high debt load remains a factor for investors to consider. Despite these positive developments, the stock is potentially undervalued.
Alps Advisors Inc. Trims Stock Holdings in National Fuel Gas Company $NFG
Alps Advisors Inc. reduced its stake in National Fuel Gas Company by 30.7% in Q3, selling 15,139 shares and retaining 34,220 shares valued at approximately $3.16 million. National Fuel Gas (NYSE:NFG) posted strong Q1 earnings, beating estimates with $2.06 EPS and an 18.6% year-over-year revenue increase while setting optimistic FY2026 guidance. Institutional investors hold nearly 74% of the stock, with various firms increasing or adding positions, and the company maintains a quarterly dividend of $0.535 per share.
Has National Fuel Gas (NFG) Share Price Gains Left Further Upside On The Table
National Fuel Gas (NFG) has shown significant share price gains over various periods, leading investors to question its current valuation. According to a Discounted Cash Flow (DCF) analysis, the stock appears undervalued by 11.3%, with an estimated intrinsic value of US$96.66 per share compared to its recent price of US$85.77. Additionally, its current P/E ratio of 12.44x is below both the industry average and Simply Wall St's proprietary Fair Ratio, further suggesting the stock may be undervalued based on earnings multiples.
BI Asset Management Fondsmaeglerselskab A S Acquires 79,027 Shares of National Fuel Gas Company $NFG
BI Asset Management Fondsmaeglerselskab A S significantly increased its stake in National Fuel Gas Company by over 11,000%, acquiring an additional 79,027 shares to bring its total holdings to 79,723 shares, valued at $7.36 million. This move comes as National Fuel Gas exceeded Q3 earnings expectations, reporting $2.06 EPS against a $1.91 consensus and issuing strong FY2026 guidance. Institutional investors notably own 73.96% of the stock, and the company recently paid a quarterly dividend of $0.535 per share.
A Look At National Fuel Gas (NFG) Valuation After Strong First Quarter Earnings And Shareholder Returns
National Fuel Gas (NFG) reported strong first-quarter earnings with increased revenue and net income. Despite recent share price gains, the company's valuation narrative suggests it is 15.3% undervalued, with a fair value of $100.00 per share, driven by expansion projects and expected growth. However, potential risks include tighter decarbonization policies and increased spending on system upgrades.
56,271 Shares in National Fuel Gas Company $NFG Acquired by Ashton Thomas Private Wealth LLC
Ashton Thomas Private Wealth LLC has acquired a new stake of 56,271 shares in National Fuel Gas Company (NYSE:NFG), valued at approximately $5.23 million. This purchase makes Ashton Thomas Private Wealth LLC one of several institutional investors and hedge funds that have recently modified their holdings in NFG, with institutional investors collectively owning 73.96% of the company's stock. National Fuel Gas recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend.
Equity Investment Corp Reduces Stock Position in National Fuel Gas Company $NFG
Equity Investment Corp significantly reduced its stake in National Fuel Gas Company by 5.2% in the third quarter, selling 56,938 shares and now holding 1,042,990 shares valued at approximately $96.34 million. Despite this reduction, National Fuel Gas recently reported better-than-expected quarterly earnings and provided a positive FY2026 guidance, while analysts generally maintain a "Hold" rating with an average target price of $96.33. The company also offers a quarterly dividend of $0.535, translating to an annual yield of about 2.6%.
Centrica Energy and Seneca Resources Company Sign First-of-Its-Kind Long-Term MiQ Methane Emissions Certificates Agreement
Centrica Energy and Seneca Resources Company have announced a pioneering ten-year agreement to procure MiQ-certified gas certificates, focusing on reducing methane emissions. This long-term deal is the first of its kind to support independently verified methane emissions from a US natural gas producer. It highlights both companies' commitment to sustainability and positions Centrica at the forefront of methane reduction initiatives, aligning with emerging regulatory requirements.
Strs Ohio Decreases Stake in National Fuel Gas Company $NFG
Strs Ohio significantly reduced its stake in National Fuel Gas Company (NYSE:NFG) by 95.3% in the third quarter, selling 43,228 shares and retaining only 2,144 shares. This move comes as National Fuel Gas reported strong quarterly earnings, beating analyst expectations with $2.06 EPS and an 18.6% year-over-year revenue increase, while also forecasting a healthy FY 2026 EPS range. The company maintains a 2.6% dividend yield and robust institutional ownership of nearly 74%.
National Fuel Gas Q1 Earnings Beat Estimates, Gas Production Up
National Fuel Gas (NFG) reported first-quarter fiscal 2026 adjusted operating earnings of $2.06 per share, surpassing Zacks Consensus Estimate due to strong contributions from all segments. Total revenues increased by 18.6% year-over-year, reaching $651.5 million. The company reaffirmed its fiscal 2026 adjusted earnings per share guidance and expects natural gas production to increase significantly.
National Fuel Gas Q1 Earnings Beat Estimates, Gas Production Up
National Fuel Gas Company (NFG) reported strong first-quarter fiscal 2026 results, with adjusted operating earnings of $2.06 per share, surpassing analyst estimates and increasing 24.1% year-over-year. Total revenues also rose by 18.6% to $651.5 million, driven by growth across all segments. The company's natural gas production saw a significant 12% increase, and NFG reiterated its fiscal 2026 earnings per share guidance.
What National Fuel Gas (NFG)'s Q1 Beat and Reaffirmed Outlook Means For Shareholders
National Fuel Gas (NFG) reported strong first-quarter 2026 results, surpassing revenue and net income expectations, with diluted EPS significantly higher year-over-year. The company also reaffirmed its full-year EPS outlook and is progressing with pipeline expansions and the CenterPoint Ohio gas utility acquisition. This performance reinforces the investment thesis for NFG, focusing on its diversified gas business, particularly its Integrated Upstream and Gathering segment, despite mixed recent share performance.
What National Fuel Gas (NFG)'s Q1 Beat and Reaffirmed Outlook Means For Shareholders
National Fuel Gas (NFG) reported strong first-quarter 2026 results, exceeding revenue and net income expectations, with diluted EPS of US$1.98. The company reaffirmed its full-year EPS outlook and is progressing with pipeline expansions and the CenterPoint Ohio gas utility acquisition. This performance reinforces the investment narrative centered on NFG's diversified gas business and strategic growth initiatives.
What National Fuel Gas (NFG)'s Q1 Beat and Reaffirmed Outlook Means For Shareholders
National Fuel Gas (NFG) reported strong first-quarter 2026 results, exceeding revenue and net income expectations. The company reaffirmed its full-year EPS outlook and is progressing on pipeline expansions and the CenterPoint Ohio gas utility acquisition, which are key drivers for its investment narrative. Despite mixed recent share performance, the core business story remains intact, with potential undervaluation suggested by fair value estimates.
National Fuel Announces Gas Supply Charge Increase Effective February 1
National Fuel Gas Distribution Corporation has filed a quarterly adjustment with the Pennsylvania Public Utility Commission, leading to an increase in gas supply charges for customers starting February 1, 2026. This adjustment, driven by higher natural gas market prices, will raise the average monthly bill for typical residential customers by $5.62. The company emphasizes that gas supply costs are passed directly to customers without markup and advises those needing assistance with bills to contact customer service, while also reminding customers about natural gas odor safety protocols.
National Fuel Announces Gas Supply Charge Increase Effective February 1
National Fuel Gas Distribution Corporation announced a quarterly adjustment that will increase gas supply charges for customers starting February 1, 2026, due to higher market prices for natural gas. The average monthly bill for a typical residential customer is expected to increase by $5.62, from $85.77 to $91.39. The company highlighted that gas supply costs are passed directly to customers without markup and reminded customers about assistance programs like LIHEAP and how to contact customer service for help with bills.
AlphaQuest LLC Decreases Stock Position in National Fuel Gas Company $NFG
AlphaQuest LLC reduced its stake in National Fuel Gas Company (NYSE:NFG) by 48.7% in the third quarter of last year, selling 22,293 shares and retaining 23,493 shares valued at $2.17 million. Despite this, other institutional investors like Norges Bank and Qube Research & Technologies Ltd significantly increased their holdings, bringing total institutional ownership to about 73.96%. National Fuel Gas recently exceeded quarterly earnings expectations with an EPS of $2.06 against an estimated $1.91, and its revenue increased by 18.6% year-over-year, while also declaring a $2.14 annualized dividend.
Some Pennsylvania natural gas customers could see rate increase
National Fuel Gas Distribution Corporation customers in Pennsylvania may face a rate increase starting February 2026 due to higher natural gas market prices. The proposed adjustment would raise the monthly bill for a typical residential customer by $5.62. Additionally, National Fuel seeks to increase its annual base delivery rate revenues by $19.7 million, which, if approved, would lead to a further $4.95 monthly increase for residential customers by November 1, 2026.
Increased rates in store for National Fuel Pennsylvania customers
National Fuel Gas Distribution Corporation has announced a rate adjustment for gas supply charges that will increase monthly bills for Pennsylvania customers. This increase is due to higher market prices for natural gas and increased supply costs. Residential customers can expect to see an average increase of $5.62 on their monthly bills, with the changes becoming effective February 1, 2026.
Increased rates in store for National Fuel Pennsylvania customers
National Fuel Gas Distribution Corporation has submitted a rate adjustment that will increase monthly gas bills for Pennsylvania customers due to higher natural gas market prices. Residential customers are expected to see an increase of $5.62 on their monthly bills, with the changes becoming effective February 1st. The company updates supply charges quarterly and advises customers needing assistance to contact their customer service.
National Fuel Gas Company (NFG) Receives a Hold from Scotiabank
Scotiabank analyst Cameron Bean maintained a Hold rating on National Fuel Gas Company (NFG) with a price target of $101.00. This recommendation comes as the company reported a significant increase in quarterly revenue and net profit. The general consensus among analysts for NFG is a Hold rating with an average price target of $98.67.
National Fuel Gas (NFG) EPS Rebound Reinforces Bullish Valuation Narrative
National Fuel Gas (NFG) reported a strong fiscal Q1 2026 with significantly increased revenue and EPS, reinforcing a bullish valuation narrative. Despite concerns about debt load and dividend coverage by free cash flow, the company's P/E ratio is below industry averages, and earnings are projected to continue growing. This rebound supports the view that the stock may be undervalued according to fair value estimates.
National Fuel Gas Company (NFG) Receives a Hold from Scotiabank
Scotiabank analyst Cameron Bean maintained a Hold rating on National Fuel Gas Company (NFG) with a price target of $101.00. This rating aligns with the general Street consensus, which also suggests a Hold rating with an average target of $98.67. The company recently reported strong quarterly revenues of $651.51 million and a net profit of $181.65 million, significantly up from the previous year.
National Fuel Gas Company (NYSE:NFG) Q1 2026 Earnings Call Transcript
National Fuel Gas Company (NYSE: NFG) reported a solid start to fiscal year 2026 with adjusted earnings per share of $2.06, driven by higher production and natural gas prices in their integrated upstream and gathering business, and strong performance from regulated utilities. The company is progressing with significant projects like the Tioga Pathway and Shippingport Lateral, and is on track with the acquisition of CenterPoint’s Ohio LDC, expecting to issue approximately $1.5 billion in long-term debt for financing. NFG reaffirmed its full-year adjusted EPS guidance of $7.60 to $8.10, emphasizing strategic capital allocation, operational efficiency, and expanding its Utica inventory to meet growing natural gas demand.
Great Lakes Advisors LLC Boosts Stock Holdings in National Fuel Gas Company $NFG
Great Lakes Advisors LLC increased its stake in National Fuel Gas Company (NYSE:NFG) by 26.6% to 127,075 shares, valued at approximately $11.74 million. Other institutional investors also adjusted their holdings, with institutional ownership now at 73.96%. The company reported strong Q1 results, beating EPS estimates, and reaffirmed its positive FY 2026 guidance, supported by increased production and strategic project progress.
Earnings call transcript: National Fuel Gas beats Q1 2026 earnings expectations
National Fuel Gas Company (NFG) reported strong Q1 FY2026 results, exceeding analyst expectations with an EPS of $2.06 against a forecast of $1.99, and revenue of $651.51 million. The company's performance was driven by integrated upstream and gathering operations, leading to a 29% increase in adjusted EBITDA. NFG reaffirmed its full-year EPS guidance and plans for operational efficiency, strategic expansion, and the acquisition of CenterPoint's Ohio LDC.
National Fuel proposes rate increase to help launch new program
National Fuel has proposed a 5.9% rate increase for its customers, effective November 1 if approved by the Pennsylvania Utility Commission. This increase is intended to cover rising operating costs, support modernization and safety improvements to their network, and fund a new energy efficiency program offering rebates on high-efficiency natural gas appliances. Despite the proposed adjustment, National Fuel states it will maintain the lowest delivery rates in Pennsylvania.
National Fuel Gas Q1 2026 slides: earnings beat, Ohio acquisition on track
National Fuel Gas (NYSE:NFG) announced strong financial results for Q1 FY2026, surpassing analyst expectations with earnings per share of $2.06 and revenues of $651.51 million. The company's adjusted EBITDA increased by 29% year-over-year, driven by its integrated upstream and gathering operations. A key strategic initiative is the ongoing acquisition of CenterPoint’s Ohio gas utility business for $2.62 billion, which is on track to close in Q4 2026 and aims to expand the company's scale and balance its business mix.
Lobbying Update: $390,000 of NATIONAL FUEL GAS COMPANY lobbying was just disclosed
NATIONAL FUEL GAS COMPANY (NFG) disclosed $390,000 in lobbying expenditures for Q4 2025, covering issues such as pipeline reform, climate policy, and natural gas use. This disclosure comes alongside recent institutional investor activity for NFG stock, with prominent firms either increasing or decreasing their holdings.
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 to $8.10 for 2026, driven by an expected 3-5% compound annual growth rate in its regulated utility and pipeline businesses. The company is actively pursuing the acquisition of Northeast Ohio Natural Gas and advancing several pipeline expansion projects, including the FM100 and Project Apollo, which are anticipated to contribute significantly to future earnings. NFG's strategy focuses on robust capital investment in both its regulated and non-regulated segments to achieve these financial goals.
National Fuel Gas Links Higher CEO Pay To New Government Contracts
National Fuel Gas (NYSE:NFG) has revealed a 5.11% increase in CEO David P. Bauer’s 2025 compensation, estimating it at US$9,119,455. This compensation rise coincides with the company securing new government contracts for natural gas transportation in fiscal years 2025 and 2026. The announcement provides investors with updated information on executive pay and new revenue streams from public sector clients.
National Fuel Proposes Rate Hike for Pennsylvania Gas Customers
National Fuel Gas Distribution Corporation has filed a request with the Pennsylvania Public Utility Commission for a $19.7 million annual rate increase, which would raise average residential bills by nearly $5 per month starting November 2026. The company attributes the need for the hike to inflation and infrastructure investments, including pipeline modernization and a new energy efficiency program. Despite the proposed increase, National Fuel asserts it would still maintain the lowest delivery rates among major gas utilities in Pennsylvania.
Wealth Enhancement Advisory Services LLC Acquires 13,230 Shares of National Fuel Gas Company $NFG
Wealth Enhancement Advisory Services LLC significantly increased its stake in National Fuel Gas Company (NYSE:NFG) by 74.2% in the third quarter, acquiring an additional 13,230 shares to bring its total holdings to 31,049 shares valued at approximately $2.77 million. This move comes as National Fuel Gas reported strong Q1 earnings, beating analyst expectations with adjusted EPS of $2.06, reaffirmed its FY 2026 adjusted EPS guidance, and secured $350 million for a strategic acquisition. Despite positive operational performance and analyst support, the company faces potential downside risks from transaction costs, equity issuance dilution, and commodity price volatility.
National Fuel Gas Company Reports First Quarter Fiscal 2026 Earnings
National Fuel Gas Company announced strong financial results for the first quarter of fiscal 2026, with GAAP earnings significantly increasing to $1.98 per share and adjusted EPS rising 24% to $2.06 per share. This growth was driven by a 14% increase in natural gas price realizations and 12% growth in natural gas production, particularly from its Integrated Upstream and Gathering segment. The company also progressed on strategic initiatives, including a $350 million equity issuance for the acquisition of CenterPoint Ohio and advancing pipeline expansion projects, while reaffirming its fiscal 2026 adjusted EPS guidance.
Mercer County natural gas customers could see bigger bills
National Fuel Gas Distribution Corp. has requested a $19.7 million increase in its annual base delivery rate from the Pennsylvania Public Utility Commission, which could result in a $4.95 monthly increase for average residential natural gas customers. The company states the additional revenue would fund pipeline modernization, rising labor costs, and cybersecurity upgrades, while also planning a rebate program for high-efficiency appliance installations. The commission is expected to review the request over nine months, with new rates potentially taking effect by November 1, 2026.
National Fuel requests 7.4% hike to its base delivery rate
National Fuel Gas Distribution Corp. has requested a 7.4% increase in its base delivery rate, which is the fixed charge for delivering natural gas. If approved by the Pennsylvania Public Utility Commission (PUC), this would be the first rate hike since 2022 and the third in 20 years. Despite the increase, National Fuel asserts it will maintain the lowest delivery rates in the state.
National Fuel Gas Co. Q1 Profit Increases, But Misses Estimates
National Fuel Gas Co. (NFG) reported a significant increase in its first-quarter profit compared to the prior year, reaching $181.65 million or $1.98 per share. However, its adjusted earnings of $2.06 per share missed analysts' estimates of $2.22 per share. The company's revenue also saw an 18.6% rise to $651.51 million.
National Fuel Gas (NYSE:NFG) Posts Earnings Results, Beats Estimates By $0.11 EPS
National Fuel Gas (NYSE:NFG) reported Q1 adjusted EPS of $2.06, surpassing estimates by $0.15, with revenue climbing 18.6% year-over-year to $651.5 million. The company announced a quarterly dividend of $0.535 and provided updated FY2026 guidance of $7.60–$8.10 per share. Despite positive earnings, the company faces risks from a $350 million equity private placement to fund an acquisition, leading to integration and potential near-term dilution challenges.
National Fuel Gas Co. (NYSE:NFG) Beats Q1 Earnings Estimates, Reaffirms Fiscal 2026 Outlook
National Fuel Gas Co. (NFG) reported adjusted earnings per share of $2.06 for Q1 fiscal year 2026, surpassing analyst estimates, though revenue slightly missed expectations. The company reaffirmed its fiscal year 2026 adjusted EPS guidance of $7.60 to $8.10, which is slightly below current analyst consensus. NFG's strong performance was driven by its upstream and gathering segment, and it continues strategic progress with pipeline expansion projects and a pending acquisition.
NATIONAL FUEL GAS ($NFG) Releases Q1 2026 Earnings
NATIONAL FUEL GAS ($NFG) announced its Q1 2026 earnings, reporting $2.06 per share, which beat analyst estimates of $2.00. However, the company's revenue of $651,510,000 fell short of the estimated $663,725,035. The article also provides details on hedge fund activity, with a mix of institutional investors increasing and decreasing their stakes, and lists government contracts awarded to NFG.
