National Fuel Gas (NYSE:NFG) Issues FY 2026 Earnings Guidance

National Fuel Gas (NYSE:NFG) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 7.600-8.100 for the period, compared to the consensus earnings per share estimate of 7.920. The company issued revenue guidance of -.

National Fuel Gas Trading Up 1.1%

Shares of NYSE:NFG opened at $80.26 on Thursday. The stock has a 50 day moving average of $86.15 and a 200 day moving average of $84.71. The company has a market cap of $7.25 billion, a PE ratio of 30.00, a price-to-earnings-growth ratio of 0.45 and a beta of 0.58. National Fuel Gas has a 12-month low of $58.82 and a 12-month high of $94.13. The company has a current ratio of 0.46, a quick ratio of 0.39 and a debt-to-equity ratio of 0.80.

National Fuel Gas (NYSE:NFG) last released its earnings results on Wednesday, November 5th. The oil and gas producer reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.08 by $0.14. The company had revenue of $456.41 million for the quarter, compared to analysts’ expectations of $534.57 million. National Fuel Gas had a net margin of 11.15% and a return on equity of 20.81%. The firm’s revenue was up 22.7% compared to the same quarter last year. During the same quarter last year, the business earned $0.77 EPS. National Fuel Gas has set its FY 2026 guidance at 7.600-8.100 EPS. As a group, equities research analysts expect that National Fuel Gas will post 6.64 EPS for the current year.

National Fuel Gas Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 15th. Investors of record on Tuesday, September 30th were issued a $0.535 dividend. The ex-dividend date of this dividend was Tuesday, September 30th. This represents a $2.14 annualized dividend and a yield of 2.7%. National Fuel Gas’s dividend payout ratio is currently 80.45%.

Analyst Ratings Changes

A number of equities research analysts have commented on the company. Zacks Research cut National Fuel Gas from a “strong-buy” rating to a “hold” rating in a report on Monday, August 18th. Weiss Ratings reissued a “hold (c+)” rating on shares of National Fuel Gas in a research note on Tuesday, October 14th. Bank of America raised National Fuel Gas from an “underperform” rating to a “buy” rating and boosted their price target for the stock from $85.00 to $107.00 in a report on Tuesday, July 15th. Wall Street Zen lowered shares of National Fuel Gas from a “buy” rating to a “hold” rating in a report on Sunday, August 10th. Finally, Scotiabank cut shares of National Fuel Gas from an “outperform” rating to a “sector perform” rating and lifted their price objective for the company from $102.00 to $106.00 in a research report on Thursday, October 9th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, National Fuel Gas presently has a consensus rating of “Moderate Buy” and a consensus target price of $98.00.

Hedge Funds Weigh In On National Fuel Gas

A number of institutional investors and hedge funds have recently made changes to their positions in NFG. Goldman Sachs Group Inc. lifted its holdings in shares of National Fuel Gas by 30.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 159,953 shares of the oil and gas producer’s stock valued at $12,667,000 after acquiring an additional 36,913 shares during the last quarter. Empowered Funds LLC bought a new stake in shares of National Fuel Gas in the 1st quarter valued at approximately $247,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of National Fuel Gas by 3.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 220,730 shares of the oil and gas producer’s stock worth $17,480,000 after purchasing an additional 8,304 shares during the period. Focus Partners Wealth increased its position in shares of National Fuel Gas by 79.5% during the 1st quarter. Focus Partners Wealth now owns 12,729 shares of the oil and gas producer’s stock valued at $1,008,000 after purchasing an additional 5,638 shares during the last quarter. Finally, Acadian Asset Management LLC purchased a new stake in National Fuel Gas during the 1st quarter valued at $138,000. 73.96% of the stock is owned by hedge funds and other institutional investors.

National Fuel Gas Company Profile

National Fuel Gas Company operates as a diversified energy company. It operates through four segments: Exploration and Production, Pipeline and Storage, Gathering, and Utility. The Exploration and Production segment explores for, develops, and produces natural gas and oil. The Pipeline and Storage segment provides interstate natural gas transportation services through an integrated gas pipeline system in Pennsylvania and New York; and owns and operates underground natural gas storage fields.