Intech Investment Management LLC grew its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 10.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 28,051 shares of the energy company’s stock after buying an additional 2,651 shares during the period. Intech Investment Management LLC’s holdings in Cheniere Energy were worth $6,591,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in LNG. Salomon & Ludwin LLC purchased a new stake in Cheniere Energy during the 3rd quarter valued at about $25,000. Westside Investment Management Inc. increased its holdings in Cheniere Energy by 473.7% in the 2nd quarter. Westside Investment Management Inc. now owns 109 shares of the energy company’s stock worth $26,000 after buying an additional 90 shares in the last quarter. Hazlett Burt & Watson Inc. raised its position in Cheniere Energy by 250.0% in the 3rd quarter. Hazlett Burt & Watson Inc. now owns 140 shares of the energy company’s stock worth $32,000 after buying an additional 100 shares during the last quarter. Pin Oak Investment Advisors Inc. bought a new position in Cheniere Energy during the 2nd quarter valued at about $34,000. Finally, Armstrong Advisory Group Inc. boosted its holdings in shares of Cheniere Energy by 47.6% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 155 shares of the energy company’s stock valued at $36,000 after acquiring an additional 50 shares during the last quarter. Institutional investors own 87.26% of the company’s stock.
Trending Headlines about Cheniere Energy
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
Cheniere Energy Stock Performance
Cheniere Energy (NYSE:LNG – Get Free Report) last issued its earnings results on Thursday, February 26th. The energy company reported $10.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.90 by $6.78. The company had revenue of $5.45 billion for 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 firm’s quarterly revenue was up 22.9% on a year-over-year basis. During the same quarter last year, the company earned $4.33 EPS. Equities analysts anticipate that Cheniere Energy, Inc. will post 11.69 earnings per share for the current fiscal year.
Cheniere Energy declared that its Board of Directors has approved a share repurchase program on Thursday, February 26th that allows the company to repurchase $10.00 billion in shares. This repurchase authorization allows the energy company to repurchase up to 21.1% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s leadership believes its stock is undervalued.
Cheniere Energy Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 6th were paid a dividend of $0.555 per share. The ex-dividend date of this dividend was Friday, February 6th. This represents a $2.22 dividend on an annualized basis and a yield of 0.9%. Cheniere Energy’s dividend payout ratio is presently 9.14%.
Analyst Upgrades and Downgrades
Several research analysts have recently weighed in on LNG shares. Scotiabank reissued an “outperform” rating and set a $266.00 price objective on shares of Cheniere Energy in a report on Friday, January 16th. BMO Capital Markets reissued an “outperform” rating and set a $254.00 price target on shares of Cheniere Energy in a report on Wednesday, December 17th. Royal Bank Of Canada dropped their price target on Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Barclays raised their target price on Cheniere Energy from $259.00 to $271.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, The Goldman Sachs Group restated a “buy” rating and set a $275.00 target price on shares of Cheniere Energy in a research report on Monday, November 3rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $262.50.
Read Our Latest Research Report on LNG
Cheniere Energy Company 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.
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