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

National Fuel Gas (NYSE:NFG) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 7.400-7.600 for the period, compared to the consensus EPS estimate of 7.440. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

NFG has been the topic of a number of recent analyst reports. KeyCorp started coverage on National Fuel Gas in a research report on Tuesday, April 7th. They issued an “overweight” rating and a $110.00 target price on the stock. Weiss Ratings downgraded shares of National Fuel Gas from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, July 21st. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, National Fuel Gas presently has a consensus rating of “Moderate Buy” and a consensus price target of $105.50.

National Fuel Gas Trading Down 0.7%

NYSE NFG traded down $0.57 on Friday, hitting $81.90. The company’s stock had a trading volume of 302,063 shares, compared to its average volume of 786,047. The company has a quick ratio of 0.55, a current ratio of 0.62 and a debt-to-equity ratio of 0.55. National Fuel Gas has a 1-year low of $75.17 and a 1-year high of $97.06. The company’s 50-day moving average is $78.75 and its 200 day moving average is $84.53. The firm has a market cap of $7.78 billion, a PE ratio of 11.38, a PEG ratio of 1.76 and a beta of 0.37.

National Fuel Gas (NYSE:NFG) last issued its quarterly earnings results on Wednesday, July 29th. The oil and gas producer reported $1.54 EPS for the quarter, topping analysts’ consensus estimates of $1.44 by $0.10. National Fuel Gas had a net margin of 26.97% and a return on equity of 19.61%. The company had revenue of $537.50 million for the quarter, compared to analyst estimates of $564.33 million. During the same quarter in the previous year, the business earned $1.64 earnings per share. National Fuel Gas’s revenue was up 1.1% compared to the same quarter last year. National Fuel Gas has set its FY 2026 guidance at 7.400-7.600 EPS. As a group, analysts predict that National Fuel Gas will post 7.66 earnings per share for the current fiscal year.

National Fuel Gas Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were issued a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend was Tuesday, June 30th. This is a boost from National Fuel Gas’s previous quarterly dividend of $0.54. National Fuel Gas’s dividend payout ratio (DPR) is presently 30.83%.

Hedge Funds Weigh In On National Fuel Gas

A number of hedge funds have recently made changes to their positions in the stock. State Street Corp boosted its holdings in National Fuel Gas by 3.4% in the second quarter. State Street Corp now owns 4,035,345 shares of the oil and gas producer’s stock valued at $343,962,000 after acquiring an additional 132,855 shares during the last quarter. AQR Capital Management LLC raised its holdings in National Fuel Gas by 103.4% during the 3rd quarter. AQR Capital Management LLC now owns 2,138,153 shares of the oil and gas producer’s stock worth $197,501,000 after purchasing an additional 1,087,067 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in shares of National Fuel Gas by 653.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,582,782 shares of the oil and gas producer’s stock worth $126,718,000 after purchasing an additional 1,372,742 shares during the period. Victory Capital Management Inc. lifted its position in shares of National Fuel Gas by 76.5% in the 4th quarter. Victory Capital Management Inc. now owns 1,260,532 shares of the oil and gas producer’s stock worth $100,918,000 after purchasing an additional 546,337 shares during the period. Finally, Invesco Ltd. boosted its stake in shares of National Fuel Gas by 12.7% in the 4th quarter. Invesco Ltd. now owns 1,258,605 shares of the oil and gas producer’s stock valued at $100,764,000 after purchasing an additional 141,553 shares during the last quarter. 73.96% of the stock is currently owned by institutional investors.

About National Fuel Gas

National Fuel Gas Company (NYSE: NFG) is a diversified energy company engaged primarily in the production, gathering, transmission, distribution and marketing of natural gas. The company operates through four principal segments: Exploration & Production, Pipeline & Storage, Utilities, and Energy Marketing. Its integrated asset base spans upstream development in the Appalachian Basin, regional pipeline networks, underground storage facilities, and regulated utility distribution systems.

In its Exploration & Production segment, National Fuel Gas focuses on developing natural gas reserves in the Marcellus and Utica shales, leveraging modern drilling and completion techniques.