Greenfield Seitz Capital Management LLC Makes New $775,000 Investment in Cheniere Energy, Inc. $LNG

Greenfield Seitz Capital Management LLC acquired a new stake in Cheniere Energy, Inc. (NYSE:LNG) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 2,879 shares of the energy company’s stock, valued at approximately $775,000.

Other large investors also recently modified their holdings of the company. Bank of New York Mellon Corp raised its stake in Cheniere Energy by 174.3% during the first quarter. Bank of New York Mellon Corp now owns 2,244,268 shares of the energy company’s stock worth $636,834,000 after buying an additional 1,426,058 shares during the last quarter. Wellington Management Group LLP lifted its holdings in Cheniere Energy by 210.1% in the second quarter. Wellington Management Group LLP now owns 2,444,403 shares of the energy company’s stock valued at $584,237,000 after buying an additional 1,656,194 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Cheniere Energy by 12.6% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,135,088 shares of the energy company’s stock valued at $510,307,000 after buying an additional 239,680 shares during the period. Arrowstreet Capital Limited Partnership boosted its position in Cheniere Energy by 50.2% during the first quarter. Arrowstreet Capital Limited Partnership now owns 867,496 shares of the energy company’s stock valued at $246,161,000 after acquiring an additional 289,963 shares during the last quarter. Finally, Chickasaw Capital Management LLC boosted its position in Cheniere Energy by 4.4% during the third quarter. Chickasaw Capital Management LLC now owns 893,452 shares of the energy company’s stock valued at $240,365,000 after acquiring an additional 37,325 shares during the last quarter. 87.26% of the stock is currently owned by institutional investors and hedge funds.

Cheniere Energy Stock Performance

Shares of LNG stock opened at $311.24 on Tuesday. The company has a market cap of $64.28 billion, a price-to-earnings ratio of 21.72, a price-to-earnings-growth ratio of 1.00 and a beta of 0.06. Cheniere Energy, Inc. has a 52 week low of $186.20 and a 52 week high of $330.73. The company has a quick ratio of 0.72, a current ratio of 0.87 and a debt-to-equity ratio of 1.97. The firm has a 50 day moving average of $282.75 and a 200-day moving average of $256.27.

Cheniere Energy (NYSE:LNG) last released its quarterly earnings data on Thursday, August 6th. The energy company reported $3.02 earnings per share for the quarter, missing the consensus estimate of $3.11 by ($0.09). Cheniere Energy had a net margin of 13.57% and a return on equity of 29.80%. The company had revenue of $5.73 billion during the quarter, compared to the consensus estimate of $4.92 billion. During the same quarter in the prior year, the firm earned $7.30 EPS. The business’s revenue was up 23.5% compared to the same quarter last year. On average, equities analysts forecast that Cheniere Energy, Inc. will post 19.88 earnings per share for the current year.

Cheniere Energy Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, November 17th. Shareholders of record on Monday, November 9th will be issued a $0.6250 dividend. The ex-dividend date is Monday, November 9th. This is a positive change from Cheniere Energy’s previous quarterly dividend of $0.5550. This represents a $2.50 dividend on an annualized basis and a yield of 0.8%. Cheniere Energy’s dividend payout ratio is 17.45%.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on LNG shares. Royal Bank Of Canada increased their price target on Cheniere Energy from $300.00 to $319.00 and gave the stock an “outperform” rating in a report on Monday, August 24th. Argus set a $330.00 price objective on Cheniere Energy in a research report on Tuesday, August 18th. JPMorgan Chase & Co. boosted their price objective on Cheniere Energy from $334.00 to $344.00 and gave the company an “overweight” rating in a research note on Friday, October 23rd. Wall Street Zen upgraded Cheniere Energy from a “sell” rating to a “hold” rating in a research report on Saturday, July 25th. Finally, Raymond James Financial restated a “strong-buy” rating and set a $340.00 target price on shares of Cheniere Energy in a research report on Monday, October 19th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $319.82.

More Cheniere Energy News

Here are the key news stories impacting Cheniere Energy this week:

• Positive Sentiment: Cheniere reported strong LNG sales and record cargo exports in the third quarter, while raising its 2026 outlook. The improved guidance and operating momentum support the company’s growth prospects. Cheniere Energy Q3 Earnings Miss on Rising Costs, Revenues Beat
• Positive Sentiment: BMO raised its price target to $350 from $306 and maintained an Outperform rating, citing the company’s stronger outlook. Other reports also noted price-target increases to $328 and $374. BMO Raises Price Target on Cheniere Energy
• Positive Sentiment: Morgan Stanley issued a Buy rating, while an updated fair-value estimate moved to approximately $318.71 from $309.95. Analysts pointed to higher EBITDA guidance, the early 2027 production outlook and liquefaction performance. Cheniere Energy Stock Fair Value Edges Higher
• Neutral Sentiment: Cheniere announced an offering of senior notes due 2037. The financing may support capital needs, but its ultimate effect will depend on the offering size, terms and use of proceeds. Cheniere Announces Offering of Senior Notes due 2037
• Neutral Sentiment: Recent coverage highlighted the upcoming November dividend record date, which may attract income-focused investors but is unlikely to materially change the company’s operating outlook. Cheniere Energy November Record Date Sets Dividend Focus
• Negative Sentiment: Third-quarter earnings per share missed expectations as rising costs pressured profitability, despite revenue exceeding estimates. The earnings shortfall appears to be the main reason for the negative market reaction. Cheniere Energy Q3 Earnings Miss on Rising Costs, Revenues Beat
• Negative Sentiment: Wolfe Research downgraded Cheniere from Outperform to Peer Perform, limiting the benefit of the otherwise bullish analyst target revisions. The planned notes offering also raises investor attention on leverage and future interest costs.

Cheniere Energy Profile

Cheniere Energy, Inc is an energy infrastructure company engaged primarily in the production and export of liquefied natural gas (LNG). The company purchases natural gas, processes it through liquefaction facilities, and delivers LNG to customers in international energy markets. Its operations also include natural gas procurement, transportation, storage, and LNG marketing.

Cheniere operates the Sabine Pass LNG facility in Cameron Parish, Louisiana, and the Corpus Christi LNG facility near Corpus Christi, Texas.