National Fuel Gas Company $NFG Stock Holdings Increased by Summit Global Investments

Summit Global Investments raised its stake in shares of National Fuel Gas Company (NYSE:NFG) by 16.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 50,391 shares of the oil and gas producer’s stock after buying an additional 7,302 shares during the period. Summit Global Investments owned about 0.06% of National Fuel Gas worth $4,655,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new stake in National Fuel Gas in the second quarter valued at approximately $91,964,000. Qube Research & Technologies Ltd boosted its stake in shares of National Fuel Gas by 642.7% during the 2nd quarter. Qube Research & Technologies Ltd now owns 465,830 shares of the oil and gas producer’s stock worth $39,460,000 after acquiring an additional 403,107 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in shares of National Fuel Gas during the 2nd quarter valued at about $27,050,000. AQR Capital Management LLC raised its stake in shares of National Fuel Gas by 17.6% in the 2nd quarter. AQR Capital Management LLC now owns 1,051,086 shares of the oil and gas producer’s stock valued at $89,038,000 after acquiring an additional 157,220 shares in the last quarter. Finally, State Street Corp lifted its holdings in National Fuel Gas by 3.4% in the 2nd quarter. State Street Corp now owns 4,035,345 shares of the oil and gas producer’s stock worth $343,962,000 after purchasing an additional 132,855 shares during the last quarter. 73.96% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about National Fuel Gas

Here are the key news stories impacting National Fuel Gas this week:

• Positive Sentiment: Q1 beat on profitability — adjusted EPS $2.06 vs. $1.91 expected and GAAP earnings surged year-over-year; adjusted EPS rose 24% YoY on higher production and prices. Zacks: NFG Surpasses Q1 Estimates
• Positive Sentiment: Guidance reaffirmed — management kept FY‑2026 adjusted EPS at $7.60–$8.10 (midpoint $7.85), which is above recent street consensus (~$7.33) and provides upside if NYMEX gas prices firm. Press Release: Q1 Results & Guidance
• Positive Sentiment: Operational & strategic catalysts — upstream production +12% (Seneca), realized gas prices ~+14%, key midstream projects (Shippingport Lateral, Tioga Pathway) on track for late‑2026, and a $350M private equity raise to fund the CenterPoint Ohio utility acquisition. Those items support near‑ and medium‑term cash flow growth. Investor Presentation / Press Release
• Positive Sentiment: Analyst support — Bank of America maintained a Buy rating and $99 price target, reinforcing buy-side confidence after the print. TipRanks: BofA Maintains Buy
• Neutral Sentiment: Earnings call & materials provide context — management discussed growth opportunities and commodity volatility; the transcript and updated investor presentation outline risks and sensitivities for investors to review. Seeking Alpha: Call Transcript TipRanks: Investor Presentation Update
• Negative Sentiment: Near-term costs and commodity risk — corporate reported $7.7M of transaction/financing costs tied to the Ohio acquisition and management reiterated sensitivity of EPS to NYMEX natural gas prices (guidance scenarios show material EPS swings). These raise short‑term volatility and execution risk around the acquisition and commodity exposure. Guidance Sensitivities & Acquisition Costs

National Fuel Gas Trading Up 1.2%

Shares of NFG stock opened at $84.11 on Friday. The firm has a market capitalization of $7.99 billion, a P/E ratio of 11.73, a price-to-earnings-growth ratio of 1.15 and a beta of 0.61. National Fuel Gas Company has a 1 year low of $68.65 and a 1 year high of $94.13. The firm’s fifty day simple moving average is $81.35 and its 200 day simple moving average is $84.28. The company has a current ratio of 0.44, a quick ratio of 0.35 and a debt-to-equity ratio of 0.77.

National Fuel Gas (NYSE:NFG) last posted its quarterly earnings results on Wednesday, January 28th. The oil and gas producer reported $2.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.15. National Fuel Gas had a net margin of 27.65% and a return on equity of 22.62%. The company had revenue of $651.51 million for the quarter, compared to analyst estimates of $650.70 million. During the same period last year, the business posted $1.66 EPS. The business’s quarterly revenue was up 18.6% on a year-over-year basis. National Fuel Gas has set its FY 2026 guidance at 7.600-8.100 EPS. As a group, sell-side analysts predict that National Fuel Gas Company 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 Thursday, January 15th. Investors of record on Wednesday, December 31st were given a dividend of $0.535 per share. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $2.14 dividend on an annualized basis and a yield of 2.5%. National Fuel Gas’s dividend payout ratio (DPR) is 37.68%.

Analyst Ratings Changes

NFG has been the topic of several analyst reports. Zacks Research downgraded National Fuel Gas from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 21st. Scotiabank set a $101.00 target price on shares of National Fuel Gas in a research note on Wednesday, January 21st. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of National Fuel Gas in a research report on Monday, December 29th. Two analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, National Fuel Gas currently has an average rating of “Hold” and an average target price of $96.33.

National Fuel Gas Profile

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.