US · Energy · Oil & Gas Integrated
EPS came in at 1.54 against a street estimate of 1.47 — a beat of 4.8%.
Analysts rate National Fuel Gas Company a buy (2 buy, 2 hold, 0 sell out of 4) with an average price target of $92.00.
CONFIDENT NFG reported $1.54 EPS (in line), raised FY26 guidance to $7.40–$7.60, and outlined 7–10% annual EPS growth through FY29 with $1–1.5B free cash flow. Ohio utility acquisition closing Q4 2026. Upstream optimizing well designs; production guidance 420–430 Bcfe. Q3 FY26 Strongest momentum in Appalachia (Tioga) and Shippingport expansion corridor. Ohio acquisition transformational, doubling utility rate base. Analysts pressed on well interaction impacts (Gen 4 fracs, offset wells) and capital allocation (leverage targets, buyback timing). Management characterized issues as learning/optimization, not structural, and committed to deleveraging before aggressive shareholder returns. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.63% |
| Vanguard Portfolio Management, LLC | 8.23% |
| Vanguard Capital Management, LLC | 4.47% |
| State Street Corp | 4.07% |
| Energy Income Partners, LLC | 3.15% |
| T. Rowe Price Associates, Inc. | 3.02% |
| LSV Asset Management | 2.48% |
| Gabelli Funds LLC | 2.45% |
| Document | Date |
|---|---|
| Company announcement · Q4 FY2026 NATIONAL FUEL GAS COMPANY (NFG) - 8-K FILING SUMMARY OTHER NOTABLE POINTS • Filing Type & Date: Form 8-K current report filed August 11, 2026 by Nat | 2026-08-11 |
| Quarterly report · Q3 FY2026 NATIONAL FUEL GAS COMPANY (NFG) – FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Operating Revenues (9 months): $2,047. | 2026-07-30 |
| Results announced · Q4 FY2026 NATIONAL FUEL GAS COMPANY – Q3 FISCAL 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q3 2026 GAAP Earnings: $138.6 million, or $1.45 per share (down from | 2026-07-30 |
| Reg FD disclosure · Q4 FY2026 NATIONAL FUEL GAS COMPANY (NFG) - 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics, earnings figures, or numerical results disclosed in | 2026-07-29 |
| Company announcement · Q3 FY2026 NATIONAL FUEL GAS COMPANY (NFG) - 8-K SUMMARY HEADLINE NUMBERS • Acquisition purchase price: $2,620,000,000 for Vectren Energy Delivery of Ohio, LLC | 2026-06-26 |
| Quarterly report · Q2 FY2026 NATIONAL FUEL GAS COMPANY – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Operating Revenues (6 months ended March 31, 2026): $1,509,881 thousand ($ | 2026-04-30 |
| Quarterly report · Q1 FY2026 NATIONAL FUEL GAS COMPANY - Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income (Q1 FY2026): $181.6 million vs. $45.0 million (Q1 FY2025) — increas | 2026-01-29 |
| Proxy statement · Q2 FY2026 NATIONAL FUEL GAS COMPANY—2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of eleven directors to one-year terms | 2026-01-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.56 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.54 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.54 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Dividend | $0.54 / share ex-date Sep 30, 2025 · pay Oct 15, 2025 | 2025-09-30 |
| Announcement | Date |
|---|---|
| Acquisition of CenterPoint Energy Resources Corp. assets announced National Fuel Gas Company announced that the Ohio Public Utilities Commission (PUCO) approved its $2.62 billion acquisition of Vectren Energy Delivery of Ohio, a natural gas distribution bus | 2026-06-26 |
| Strategic transaction announced; forward-looking statements regarding completion and regulatory clearances This is a cautionary statement from an SEC 8-K filing that discusses forward-looking statements and risk factors related to a company transaction. The filing does not announce completed news | 2026-05-26 |
| Agreed to acquire all issued and outstanding shares from seller National Fuel Gas Company announced it will acquire Vectren Energy Delivery of Ohio, LLC from CenterPoint Energy Resources Corp for $2.62 billion. This is a natural gas distribution business | 2025-10-21 |
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Google PlayApp StoreData updated 2026-09-18.