Kayne Anderson Capital Advisors LP Raises Stock Holdings in Cheniere Energy, Inc. $LNG

Kayne Anderson Capital Advisors LP raised its stake in shares of Cheniere Energy, Inc. (NYSE:LNG) by 1.9% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 1,586,927 shares of the energy company’s stock after purchasing an additional 29,567 shares during the quarter. Cheniere Energy comprises about 8.2% of Kayne Anderson Capital Advisors LP’s investment portfolio, making the stock its 4th largest position. Kayne Anderson Capital Advisors LP’s holdings in Cheniere Energy were worth $372,896,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Assetmark Inc. raised its stake in Cheniere Energy by 718.1% during the 2nd quarter. Assetmark Inc. now owns 1,669 shares of the energy company’s stock worth $406,000 after buying an additional 1,465 shares during the period. Railway Pension Investments Ltd increased its holdings in shares of Cheniere Energy by 62.9% in the third quarter. Railway Pension Investments Ltd now owns 777,200 shares of the energy company’s stock worth $182,626,000 after acquiring an additional 300,100 shares in the last quarter. M&G PLC raised its position in shares of Cheniere Energy by 49.6% during the third quarter. M&G PLC now owns 556,285 shares of the energy company’s stock worth $130,727,000 after purchasing an additional 184,520 shares during the period. Allianz Asset Management GmbH raised its position in shares of Cheniere Energy by 12.6% during the third quarter. Allianz Asset Management GmbH now owns 1,460,762 shares of the energy company’s stock worth $343,250,000 after purchasing an additional 163,861 shares during the period. Finally, Baird Financial Group Inc. lifted its holdings in shares of Cheniere Energy by 9.5% during the 2nd 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 in the last quarter. 87.26% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

LNG has been the subject of a number of research reports. Wells Fargo & Company lowered their target price on Cheniere Energy from $284.00 to $280.00 and set an “overweight” rating for the company in a research note on Monday, January 12th. Royal Bank Of Canada lowered their price objective on shares of Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Wolfe Research set a $220.00 price objective on shares of Cheniere Energy and gave the company an “outperform” rating in a research report on Wednesday, January 14th. BMO Capital Markets reiterated an “outperform” rating and set a $254.00 target price on shares of Cheniere Energy in a report on Wednesday, December 17th. Finally, Scotiabank restated an “outperform” rating and issued a $266.00 price target on shares of Cheniere Energy in a report on Friday, January 16th. One research 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.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $262.67.

Cheniere Energy Stock Down 1.2%

Shares of LNG stock opened at $220.76 on Wednesday. The firm’s fifty day moving average price is $204.98 and its two-hundred day moving average price is $216.26. The company has a current ratio of 0.94, a quick ratio of 0.81 and a debt-to-equity ratio of 1.94. Cheniere Energy, Inc. has a 1 year low of $186.20 and a 1 year high of $246.42. The firm has a market capitalization of $47.51 billion, a P/E ratio of 12.30 and a beta of 0.27.

Cheniere Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 6th will be given a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, February 6th. This represents a $2.22 annualized dividend and a yield of 1.0%. Cheniere Energy’s dividend payout ratio is 12.37%.

Cheniere Energy News Roundup

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

• Positive Sentiment: Wolfe Research upgraded Cheniere to Outperform and the company announced a quarterly cash dividend of $0.555 per share, which can support investor sentiment and income-focused buying. Analyst Upgrade And New Dividend Might Change The Case For Investing In Cheniere Energy (LNG)
• Positive Sentiment: Industry commentary suggests LNG-driven demand is helping set a floor under U.S. natural gas prices, a tailwind for Cheniere’s export economics if heating/industrial demand and global flows hold. Is LNG Demand Resetting the Floor for Natural Gas Prices?
• Neutral Sentiment: Cheniere marked 10 years of U.S. LNG exports and nearly 5,000 cargoes — a PR milestone that highlights scale and operational track record but is unlikely to move fundamentals on its own. Cheniere Celebrates 10 Years of LNG Exports
• Neutral Sentiment: Analyst and media previews ahead of Cheniere’s Q4 results focus attention on sales growth drivers and key metrics; results or guidance could swing the stock either way depending on LNG pricing and utilization. Cheniere Energy to Report Q4 Earnings: What’s in the Offing?
• Negative Sentiment: Morgan Stanley cut/ downgraded Cheniere and turned cautious, citing a growing global LNG supply wave that could pressure prices and margins — this analyst action is the main driver behind today’s sell-off. Morgan Stanley cautious on US LNG as supply wave threatens prices
• Negative Sentiment: Media reports highlighting Morgan Stanley’s downgrade and warnings about an oversupplied global LNG market amplified downside pressure and triggered a short-term re-rating of the stock. Morgan Stanley downgrades Cheniere Energy (LNG)
• Negative Sentiment: Immediate market reaction coverage notes Cheniere “dives” on its anniversary, reflecting investor sensitivity to the downgrade and short-term liquidity flows rather than changes to long-term contracts. Cheniere Dives on Anniversary

About Cheniere Energy

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.