Mitsubishi UFJ Asset Management Co. Ltd. Acquires 8,027 Shares of Cheniere Energy, Inc. $LNG

Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG) by 4.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 201,116 shares of the energy company’s stock after buying an additional 8,027 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Cheniere Energy were worth $47,258,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in LNG. Assetmark Inc. grew its holdings in Cheniere Energy by 718.1% during the second quarter. Assetmark Inc. now owns 1,669 shares of the energy company’s stock worth $406,000 after buying an additional 1,465 shares in the last quarter. Railway Pension Investments Ltd lifted its stake in Cheniere Energy by 62.9% during the 3rd quarter. Railway Pension Investments Ltd now owns 777,200 shares of the energy company’s stock valued at $182,626,000 after acquiring an additional 300,100 shares in the last quarter. M&G PLC boosted its holdings in Cheniere Energy by 49.6% during the 3rd quarter. M&G PLC now owns 556,285 shares of the energy company’s stock worth $130,727,000 after acquiring an additional 184,520 shares during the last quarter. Allianz Asset Management GmbH grew its stake in shares of Cheniere Energy by 12.6% in the 3rd quarter. Allianz Asset Management GmbH now owns 1,460,762 shares of the energy company’s stock worth $343,250,000 after acquiring an additional 163,861 shares in the last quarter. Finally, Baird Financial Group Inc. raised its holdings in shares of Cheniere Energy by 9.5% in the second quarter. Baird Financial Group Inc. now owns 97,267 shares of the energy company’s stock valued at $23,686,000 after purchasing an additional 8,449 shares during the last quarter. 87.26% of the stock is currently owned by institutional investors and hedge funds.

Key Cheniere Energy News

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

• Positive Sentiment: Board authorizes a massive share buyback program — management approved up to $10.0 billion in repurchases (about 21.1% of shares), a clear capital-return signal that typically supports the share price. Press Release
• Positive Sentiment: Strong 2025 operating and financial results: company reported record LNG exports, a large year-over-year revenue increase and robust quarterly earnings metrics that management highlighted in its 2025 results and guidance. These fundamentals underpin upgraded sentiment. Earnings Release
• Positive Sentiment: Export and contract expansion: U.S. DOE approved a ~12% export increase at Corpus Christi and Cheniere signed long-term sales with CPC (extending contracted revenues), supporting longer-term cash flow visibility. Export Approval CPC Deal
• Positive Sentiment: Analyst bullishness: Barclays raised its price target to $271 (overweight) and TD Cowen raised its target to $255 (buy), reinforcing buy-side momentum. Analyst Coverage
• Neutral Sentiment: Growth pipeline progressing: Cheniere has filed for a Stage 4 Corpus Christi expansion and is advancing Sabine Pass projects — positive long-term capacity moves but subject to execution and multi-year timelines. Growth Plans
• Neutral Sentiment: Mixed headlines on quarterly metrics: some outlets flagged an EPS miss under certain measures while company releases showed strong adjusted results — the GAAP vs. adjusted framing creates short-term noise for traders. Earnings Coverage
• Negative Sentiment: Tax-credit controversy: Reuters reported Cheniere received a $370M “alternative fuel” tax break for LNG used in tankers, which critics say was intended for much smaller vessels — this could prompt regulatory scrutiny or reputational damage. Tax Break Story

Analyst Ratings Changes

LNG has been the topic of several analyst reports. Zacks Research cut shares of Cheniere Energy from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Scotiabank reissued an “outperform” rating and set a $266.00 target price on shares of Cheniere Energy in a research report on Friday, January 16th. Jefferies Financial Group restated a “buy” rating on shares of Cheniere Energy in a research note on Thursday. Citigroup decreased their price target on Cheniere Energy from $283.00 to $280.00 and set a “buy” rating for the company in a research report on Monday, January 12th. Finally, Bank of America dropped their price target on Cheniere Energy from $274.00 to $271.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $262.50.

Cheniere Energy Trading Up 1.3%

NYSE:LNG opened at $235.64 on Friday. Cheniere Energy, Inc. has a 12 month low of $186.20 and a 12 month high of $246.42. The company has a current ratio of 0.94, a quick ratio of 0.81 and a debt-to-equity ratio of 1.94. The firm’s 50 day moving average is $207.35 and its 200 day moving average is $216.34. The stock has a market capitalization of $50.72 billion, a PE ratio of 9.70 and a beta of 0.27.

Cheniere Energy (NYSE:LNG) last released its earnings results on Thursday, February 26th. The energy company reported $10.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.90 by $6.78. The business had revenue of $5.45 billion during the quarter, compared to the consensus estimate of $5.48 billion. Cheniere Energy had a return on equity of 33.56% and a net margin of 26.68%.The business’s revenue for the quarter was up 22.9% on a year-over-year basis. During the same period last year, the business posted $4.33 earnings per share. Sell-side analysts expect that Cheniere Energy, Inc. will post 11.69 earnings per share for the current year.

Cheniere Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 6th were paid a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Friday, February 6th. Cheniere Energy’s payout ratio is currently 9.14%.

Cheniere Energy announced that its Board of Directors has approved a share buyback plan on Thursday, February 26th that allows the company to buyback $10.00 billion in outstanding shares. This buyback authorization allows the energy company to purchase up to 21.1% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management believes its stock is undervalued.

Cheniere Energy Profile

Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company’s core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.

Cheniere’s principal operating assets are large-scale LNG export terminals located on the U.S.